About this episode
Gordon Johnson, Managing Director at Vertical Group, on US steel markets and pending impacts from Trump's trade war: more pain ahead. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on his current investment outlook and whether a recession is coming. Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund, on how assets are reacting to Boris Johnson's Parliament gambit and Italy elections. Drew Singer, Bloomberg IPO reporter, on Peloton's IPO filing. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.