Watch the interview with Credit Suisse's Jonathan Golub, U.S. Bank's Lisa Erickson and New Street's Delano Saporu

"Even if we decelerate [growth] into the back half of the year, we're looking at earnings growth that is going to be 25 percent or so," Jonathan Golub from Credit Suisse tells Closing Bell about his markets outlook for the second half of the year. With U.S. Bank's Lisa Erickson and Delano Saporu, New Street Advisors.