Discussing the Federal Reserve and year-end profit taking, with CNBC contributor Carol Roth, and Don Luskin, Trend Macro CIO.
Jim Pethokoukis of the American Enterprise Institute, and Don Luskin, Trend Macro CIO, discuss who presented the stronger argument in former Fed chair Alan Greenspan and former Treasury Undersecretary John Taylor "bubble blame" debate. Luskin declares Taylor the winner.
Former Texas Congressman Martin Frost, thinks right wing members of Congress would be "crazy" to not vote for proposed budget deal. Holman Jenkins, Wall Street Journal, weighs in.
Jeremy Stretch, Head of FX Strategy at CIBC says investors should look beyond tapering and also pay attention to underlying growth dynamics.
Hao Hong, MD of Research & Chief Strategist at Bank of Communications International, says the real test of Chinese reform is whether the government can sit tight if growth falls below 7% in 2014.
Jay Srivatsa, Managing Director of Chardan Capital Markets, thinks the tech rally still has legs but says bigger returns will come from smaller cap names.
Laurence Boone, head of developed Europe economics at Bank of America Merrill Lynch, discusses the outlook for emerging markets in 2014.
Karsten Schroeder, CEO of Amplitude Capital, says financial markets are still very sensitive to news flow and announcements on monetary policy.
Alistair Scobie, US lodging, gaming and restaurants research at Atlantic Equities, discusses the Hilton flotation and the outlook for the hotel sector.