David Kelly, JPMorgan Asset Management Chief Global Strategist, urges investors to be disciplined as the U.S. economic recovery beings to slow down. Omar Aguilar, Schwab CIO of Passive Equity and Multi-Asset Strategies, discusses the bifurcation he sees in market activity. Amrita Sen, Energy Aspects Chief Oil Analyst, says the price of oil is finally catching up to fundamentals. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his interview with Reed Hastings, Netflix Founder and Co-CEO.