Big Tech correction has created a reasonable entry point: Art Hogan

CNBC's Kelly Evans talks about how investors view the market performance ahead of an election, as well as continued stimulus amid the pandemic with Art Hogan of National Securities and Mariann Montagne of Gradient Investments. When we think about what's happened over the last few months, we were overbought and clearly needed to have a retracement, says Hogan. Having a barbell approach with tech on one side and cyclicals on the other has been a winning strategy.