Agnostic about conglomerates: NYT's Stewart

10:19 AM ET Fri, 10 April 2015

It's an iconic time, says Jim Stewart of the New York Times, discussing where he is seeing value in the markets, and why corporate deal activity is a "healthy sign." Also Stewart explains why investors shouldn't get too hung up on when the Fed hikes rates and to make sure risk is spread over different sectors. Stewart also weighs in on GE's restructuring plan.