Paul Schatz makes the case for deregulation, arguing it will stimulate the economy – though how much is unknown, especially because he thinks the Fed should’ve cut rates back in March. “We get past tariffs, there’s good stuff coming down out of D.C.” He declares, “Inflation’s dead,” and is bullish on bonds. His stock picks include American Water (AWK) and Starbucks (SBUX), calling Brian Niccol the Jamie Dimon of food.