Pro Talks

CNBC’s Will Koulouris asked Jack Dwyer, CEO of Infusive Asset Management, how he’s playing the consumer theme. He also discussed his fund’s top holdings, which include Amazon and LVMH.

CNBC Pro Talks features one-on-one interviews with Wall Street's top investors, smartest traders and rising stars. CNBC's Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that's part of CNBC's premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to cnbc.com/protalks.

CNBC's Steve Sedgwick is asking two market experts where's best to invest right now, given ongoing market and economic uncertainty

The U.S. economy avoiding a recession entirely could mean a rally in some currently unloved stocks, according to Freddie Lait, chief investment officer at Latitude Investment Management. Lait nevertheless warned that the current market rally is very narrow and "Magnificent Seven" stocks could be in trouble if interest rates stay higher for longer, or if earnings growth slows.