The Tech Sector Playbook, Global Hotspots, and the 2024 Presidential Election 12/18/23

A big part of the market narrative continues to be mega-cap tech, but will the sector rally in 2024? Cleo Capital's Sarah Kunst weighs in. Plus, a number of hotspots around the world have the potential to extend into the new year. Fordham Global Foresight's Tina Fordham explains. And, we are just one month away from the kickoff of the first primary contest for the presidential election. American Enterprise Institute's James Pethokoukis discusses.