Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, says the Fed needs to tighten to rein in demand. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, explains why he expects the U.S. to under-perform this year. Leslie Falconio, UBS Financial Services Head of U.S. Fixed-Income Asset Allocation, says the Fed's tightening cycle will last longer than the market is expecting. David Rubenstein, Carlyle Group Co-Founder and Co-Chairamn and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his interview with Ford Foundation President Darren Walker.See omnystudio.com/listener for privacy information.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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