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Howard Ward, Gabelli Funds CIO of Growth Equities, focuses on defensive growth stocks while the Fed is tightening. Betsey Stevenson, University of Michigan Professor & Former Chief Economist of the U.S. Department of Labor from 2010-2011, says wage growth goes mainly to the top end of the income distribution. Timothy O'Brien, Bloomberg Opinion Executive Editor, thinks that the debate around Kavanaugh has moved from sexual harassment to issues regarding his credibility. Larry Kudlow, National Economic Council Director, says unemployment can go lower. See omnystudio.com/listener for privacy information.