Calamos' Joe Cusick on September's 'elephant in the room' for traders

Okay, so let's go back to what is an event for the marketplace. And by the way, we'll get more on this Lisa Cook situation in moments. But for more now on the record highs and the AI boom, let's bring in Joe Cusk.He is portfolio specialist at Calamos Investments coming to us from one of my favorite places, The Sibo. Tell everybody there, Joe, that we said hello. Love that place as well.Um, very quickly, I'm not going to ask you to dive into the politics of it, but are you surprised that all this brewhaha ar ...