UBS' Michael Lasser says these furniture stocks are the most insulated from tariffs

Welcome back to Money Movers on CNBC. President Trump's threats of furniture tariffs rattled stocks across the space. Names like RH, William Sonoma, and Wayfair all falling this morning as investors try to make sense of the potential impact.And you can see there, I mean RH is off by more than 5% as is Wayfair. Our next guest covers the sector, joins us now with his outlook. Let's bring in UBS equity research analyst Michael Lasser.Michael, good to talk to you. There had to be some expectation though with as ...