JPMorgan's Steve Tusa talks industrials outlook for 2026

Our next guest joins us with his 2026 outlook. JP Morgan senior analyst Steve Tusa. Steve, thanks for being here today.Um, help us break down this sector because I think it was maybe one of the more surprising winners of the year. Where within industrials do you see the most opportunity right now. >> Yeah, thanks for having me.Uh, first of all, great to see Jake Morgan making new highs. But putting that aside, um, put putting that aside, this year was kind of like a tale of two halves where it was, um, a lo ...