Peter Merrigan, Taurus Investment Holdings CEO, discusses commercial real estate demand and outlook. Ari Wald, Oppenheimer managing director, joins to discuss three stocks: Alphabet, Dupont De Nemours and Charles Schwab. Bryan Fairbanks, Trex CEO, discusses construction demand, inventory and recession fears. NYU’s Suzy Welch and Conference Board CEO Steve Odland, discusses the corporate agenda and M&A activity returning to the market. Plus, CNBC’s Robert Frank reports on how trouble on Wall Street and the economy is causing a supply glut in the Hampton’s summer rental market.