Each January, Barron’s hosts a round table with those it considers to be Wall Street’s best minds. Once again, Bill Priest, CEO and co-CIO of Epoch Investment Partners, is one of the select few.

The ten veteran investors and economists who gathered for this year’s round table were in agreement on one key point – there’s almost no chance of a US recession this year, and their view of stocks is decidedly, albeit cautiously, optimistic.

To read part one, click here.