Where in the world to invest? Wasatch's Applegate says Japan

Ken Applegate, portfolio manager at Wasatch International Growth, says that Japan -- and particularly small-cap companies there -- will be an area that investors should see leading the way as global markets recover from the coronavirus pandemic shutdown. Applegate says that economies that were struggling before the pandemic -- including most of Europe with low or negative interest rates -- are likely to struggle more to recover because they will have a tough time getting money flowing again. In another Big Itnerview, Toby Loftin of the Hennessy Funds talks about energy and midstream stocks, noting that investors will have to change the way they see these issuers -- and react to potential dividend cuts -- to buy low now and ride the long, slow path to recovery. Also on the show, Greg McBride of Bankrate.comKyle Guske of New Constructs avoids adding to shelter-at-home miseries by singling out a stock headed for trouble in the Danger Zone and, instead, talks about an issue that has become particularly attractive for investors now.