Portfolio Manager George Cipolloni joined CNBC’s “The Exchange” with anchor Jon Fortt and Morgan Stanley’s Katerina Simonetti to discuss the outlook for the U.S. economy and markets. George shared his take on the risks behind the current optimism that’s driving high equity valuations in the market. Additionally, he offered insight into where he’s finding value in the market, noting the risk/reward ratio in convertible bonds.
To view George’s full CNBC interview, click here.