Stick with the cyclical sectors in the markets, strategist says

6:39 AM ET Wed, 6 Feb 2019

Gene Goldman, chief investment officer and director of research at Cetera Investment Management, and Paul Hickey, co-founder of Bespoke Investment Group, along with guest host Jason Trennert, chairman and CEO of Strategas Research Partners, join "Squawk Box" to talk about how earnings season and the State of the Union address might affect the market.