Morning Stock Talk - Lieberman: Uncertainty yields volatility

The recent market volatility" tells us how uncertain investors are." So says Chuck Lieberman, chief investment officer at Advisors Capital Management. He tells Steve Potisk the financial sector's troubles remain "a major issue." Lieberman says the fear is the financials could "really weaken the economy, potentially cause a more severe recession, and certainly delay any recovery." However, Lieberman says he's taking "a longer term perspective," making big banks and some home related retailers "very attractive."

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Dow Jones' MarketWatch Morning Stock Talk discusses the big stock movers, economic data and investment trends with Wall Street's top analysts, strategists and traders. Hear about what's driving the stock market from those in the know..