We're back on halftime report. I'm Contessa Brewer with today's ETF edge. Good to see you.Many ETF investors think the Fed's December rate meeting is the final hurdle to clear in 2025 before moving on to 2026. But our next guest believes in an outof consensus view that we're already in a new market cycle. Joining me now is John Davi, CIO at Atoria Portfolio Advisors.John, good to see you. Why do you think we've already moved on. This is a new cycle.>> For the last 25 years, whenever I uh have seen the Fed c ...