Tom Orlik, Chief Economist for Bloomberg Economics, discusses his Big Take story, "Xi Jinping's Capitalist Smackdown Sparks a $1 Trillion Reckoning." David Katz, President and CIO of Matrix Asset Advisors, talks market action and gives his investment outlook. Tim Craighead, Senior European Strategist and Director of Research-Content for Bloomberg Intelligence, discusses EU Markets. Marcus Ashworth, Bloomberg Opinion Columnist, talks about his column, "Are We Stuck With a Stay-at-Home Recovery?" Hosted by Paul Sweeney and Matt Miller. (Kailey Leinz fills in for Paul Sweeney)