Zuma Wealth's Spath: Times and troubles are a call for commodities

Terri Spath, founder and chief investment officer at Zuma Wealth, says that stock market and economic conditions have her lightening up on technology stocks but adding to commodities, going up to her traditional limits on commodities because that's where managers can deliver a better return in markets currently affected by the war in Ukraine and more. Spath notes that she is moving away from bonds, most notably floating-rate bonds -- despite a rising-rate environment that has many experts expecting them to thrive -- high-yield corporates and even Treasury bonds. Spath says she still believes the stock market will book gains for 2022, with most of the positive action coming in the second half of the year. Also on the show, Julia Pollak, chief economist at ZipRecruiter, discusses the latest Economic Policy Survey out today from the National Association for Business Economics, Kyle Guske of New Constructs says a classic mutual fund with one of the most veteran managers ever -- more than 50 years at the helm -- is headed for trouble, and Allen Bond, the head of research at Jensen Investment Management talks in the Market Call about buying high-quality businesses at reasonable prices.