Ed Yardeni breaks down his investment strategies

Ed Yardeni of Yardeni Research joins CNBC's "Halftime Report" team to discuss how he views the market sell-off and how factors like tech valuations, the upcoming election and surging virus cases play into his strategy. I would have been more concerned it the market had continued melting up, says Yardeni. I was kind of rooting for the market to move sideways for a while so that earnings had a chance go catch up. And I think that's exactly what's been happening here.