Les Funtleyder, E Squared Capital Management healthcare portfolio manager, discusses health care stocks and biotech. Erin Gibbs, Main Street Asset Management CIO, discusses Gap, Electronic Arts and D.R. Horton. Clarence Otis, former Darden Restaurants CEO and Verizon board member, discusses how restaurants will fare with increased inflation and labor struggles, if in-person dining is sustainable and the biggest changes from the pandemic in the restaurant business. Plus, Michael Farr, Farr, Miller & Washington founder and CEO, Hightower Advisors chief market strategist and CNBC contributor, discusses the markets, his thoughts on the Fed and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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