Henrietta Treyz of Veda Partners and Ben Emons of FedWatch Advisors discuss whether the markets are misreading the race for the White House, and which sectors could be in favor depending on the outcome. Plus, Nancy Tengler of Laffer Tengler Investments says the mega-cap tech stocks still deserve a place in every investor’s portfolio. And, Piper Sandler’s James Fish lays out which names are the top of the heap in the AI infrastructure space.