Emily Leveille, Portfolio Manager at Thornburg Investment Management, is taking the "high-low" approach in consumer stocks, preferring ultra-luxury names like Brunelo Cucinelli, and on the lower-end, names like UK's B&M. She also sees a lot of winners coming out of the transformation from GLP-1 drugs. She speaks to Bloomberg's Sonali Basak, Matt Miller and Katie Greifeld on "Open Interest."