Mark Okada

Lizanne Saunders, Chief Investment Strategist at Charles Schwab, dives into market volatility, sector rotation, and why small caps may shine amid broader earnings growth. Mark Okada, Co-founder of Sycamore Tree Capital Partners, raises alarms about risks in below-investment-grade lending and the impending credit cycle. Megan Hsu from Wilmington Trust shares insights on the labor market's impact on earnings expectations and the importance of quality equities. Together, they explore the intricate dance between geopolitical risks and market dynamics.

Adam Parker, a CNBC contributor from Trivariate Research, and Mark Okada, Co-founder and CEO of Sycamore Tree Capital, dive into the future of the stock market rally. They explore the crucial factors driving market sentiment, including trade dynamics and institutional investor behavior. Additionally, they share insights into the credit market, highlighting shifting investor strategies amid economic uncertainties. The conversation also touches on the unique challenges facing specific stocks and the potential rise of bonds as a go-to investment choice.