Two experts on where they're investing: Consumer discretionary, industrials, tech

Allan Boomer, Momentum Advisors managing partner and chief investment officer and Craig Callahan, ICON Advisers founder & president, join 'The Exchange' to discuss their favorite companies, including Verizon and Big Tech names. Three things are driving the market right now, says Boomer: The prospect of more fiscal stimulus; the election, which is clearly a big driver; and finally, the vaccine and the timing of its release in 2021.
04:08
Thu, Oct 1 20201:35 PM EDT

watch now
VIDEO09:33
CNBC ProFull interview with Twitter CFO Ned Segal on Q3 results, Section 230 and more
watch now
VIDEO01:37
CNBC ProJim Cramer reveals the one tech stock to own if you could only buy one of them
watch now
VIDEO09:55
CNBC ProJoe Terranova breaks down Apple, Amazon, Facebook, Alphabet earnings
watch now
VIDEO04:02
CNBC ProHere's an investor's guide to the most likely election scenarios
watch now
VIDEO08:02
CNBC ProLivePerson CEO talks Q3 earnings results, customer service in an era of Covid