"Globally we are seeing an increase in infrastructure spending... we will see commodities doing well, miners doing well and ALS also doing well on the back of that," Julia Lee, Burman Invest

Julia Lee from Burman Invest and Rod Bristow from Clime Asset Management go in-depth and stock-specific. Stocks today: SAR, CPV, MYS, ALQ, PDL, TYR, LNK, ALL, ORI, RMC. The stock of the day is Sezzle (SZL). Julia says, "globally we are seeing an increase in infrastructure spending... we will see commodities doing well, miners doing well and ALS also doing well on the back of that."

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"Globally we are seeing an increase in infrastructure spending... we will see commodities doing well, miners doing well and ALS also doing well on the back of that," Julia Lee, Burman Invest

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