David Goerz: China, emerging markets facing big headwinds

David Goerz, chief investment officer at Strategic Frontier Management, said he does not like the looks of China and emerging markets, prefers small-cap domestic stocks and cyclical sectors like industrials and financials as he sees a market with the potential to add a few more percentage points to the upside over the rest of the year. Unlike most recent Big Interview guests, Goerz still sees the Fed raising rates three times this year. Also on the show, Richard Lewis and Jeremiah Riethmiller of HighTower Advisors discuss connecting with clients through social media, Chuck talks about President Trump's contention that the market would have lost nearly half its value if the opposition had been elected in 2016, and Dan Brady of Trendrating.com talks stocks in the Market Call.