How the Markets Are Gaming The Election; Are the Mag 7 Still the Names to Own?; Piper Sandler’s Top AI Infrastructure Names 10/29/24

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.