Krishna Memani, Lafayette CIO, and Barry Bannister, Stifel head of institutional equity strategy, join 'Squawk on the Street' to discuss where they think the market could be headed in 2021 and the names they're watching. Everything is falling in place, says Memani. While the virus issue is important, the economic growth picture is looking spectacular for 2021. The economy has enough momentum, there are enough drivers. The biggest risk is a general lockdown, he adds.