U.S. Homebuilders Favored: Marketfield's Shaoul

Feb. 5 (Bloomberg) -- Michael Shaoul, chairman and chief executive officer of Marketfield Asset Management LLC, talks about global stocks and his investment strategy. Shaoul also discusses Federal Reserve policy and the rout in emerging markets. He speaks from New York with Angie Lau on Bloomberg Television's "First Up." (Source: Bloomberg)

Full Show: What'd You Miss? (12/09)
43:50 - Full episode of "What'd You Miss?" Guests include: Russ Koesterich, head of asset allocation for BlackRock's Global Allocation Fund. (Source: Bloomberg)
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