Position portfolios for policy and geopolitical uncertainties, says Wells Fargo's Scott Wren

Christina in the gang, back to you. >> All right, Rick Santelli I'll take it. Thank you.Despite the weak ADP jobs report, the S&P 500 and the Nasdaq did hit all time highs today as investors focused on progress on the trade front, with the president announcing a trade framework with Vietnam. So let's bring in Scott Wrenn of Wells Fargo Investment Institute and Adam Crisafulli of Vital Knowledge. Great to have you both here.And, Adam, I'm going to kick this conversation off with you because we're two days in ...