Gene Munster, co-founder of Loup Ventures, says Amazon and Google are defining the way consumers expect retail and media to evolve. Constance Hunter, chief economist at KPMG, says we're in the eighth inning of the business cycle. Sheryl Palmer, president and CEO of Taylor Morrison Home Corp, says confident consumers are creating optimism in the housing business. Finally, John Bartlett, a money manager at W.H. Reaves & Co., discusses utilities stocks.

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