Weatherstone's Ball: 'The economic data that is important has changed'

Tactical money manager Michael Ball, managing director at Weatherstone Capital Management, says that the global pandemic and the stunted economic cycle have changed the data he looks at to make some of his decisions, noting that 'mobility numbers' which show how much people are getting out and moving around give a more real-time pulse on the economy than simple employment numbers or other more-traditional data. He talked about funds and ETFs to take advantage of current opportunities in the Market Call. Also on the show, Lyle Fitterer of Baird discusses the fixed-income market and how interest rates that remain lower for longer are changing asset allocation decisions, and author Harry Glorikian talks 'Moneyball Medicine' and how health care is likely to be permanently altered when the current crisis is over.