Bill Miller and Paul McCulley on Consuelo Mack WealthTrack (Part II)

Here's part 2 of Consuelo Mack's WealthTrack interview with Legg Mason’s Bill Miller and former Pimco bond guru, Paul McCulley. [Part 1 Here]

Paul McCulley ("EMERGING CONSUMERS")
- Buy emerging market stocks
- Specialize in housing sector
- Lowest levered balance sheets in the world

Bill Miller ("GLOBAL EXPOSURE")
- Buy U.S. large cap stocks
- S&P 100 or S&P 200
- High quality
- Global reach
- Less risk