Back at some of the weeks big moments in this weekends edition of the weeks talkers. Maria the russian intelligence watching others comes up with a report and says Hillary Clinton approved the plan to tie trump to russia. The democrats accused us of what theyre doing. Turns out it was the Clinton Campaign working with the russians to create this fake hoax. Maria whats your reaction to these declassified notes that show it was actually Hillary Clintons plan to tie trump to russia . So it was the dnc buying russian dirt to embarrass President Trump and divert away from her email arrangement. That wound up being exactly what happened. Maria how much of this may or may not resonate for the American People with 26 days left til election day . First, does it resonate if it first doesnt resonate, were going to have a hard time surviving as a country. Maria you heard Hillary Clinton, she says joe biden should contest this election, whatever it takes. They cannot win on game day. Theyve got to i try to steal it starting the evening of november 3rd. President trumps gog got to have a a massive victory. Maria weve beening talking all morning about declassifying documents. Hoping that maybe in trumps final days or the edge of his presidency or maybe the final days of this run, i dont know whos going to win the presidency, obviously, and then we should see a recovery also. [inaudible] maria meanwhile, ooh another volatile week for stocks. Investors responding to concerns over the president s health, the showdown on capitol hill. Joining me to break it all down and look ahead is alpha one Capital Partners dan niles. Dan, its great to have you, thank you so much for being here. You say we are at an important juncture for the stock market right now. Walk us through that. Yeah, i mean, you obviously had a big move down in the markets, a big ramp back up in the markets driven by stimulus, and now youre sort of at this critical juncture, as you put it, where youve got three big i events between now and year end. The first one is, obviously, additional stimulus. Were going to probably get some before the elections and then, obviously, after the elections we should even get more. And right now you have about 30 of gdp in the United States spent on stimulus already between what the feds done in terms of expanding the Balance Sheet by 3 trillion and the four phases of stimulus weve already gotten. Thatll, obviously, be a positive for the market. The second big thing is the ramp in the coronavirus. As the weather gets colder, obviously, flu season starts to kick up, and you should start to see infections go up. But the positive is that we should, hopefully, get a vaccine between now and year end, so its going to really be the interplay between segments of the world potentially shutting down, but then what a vaccine can do to help us through that. And then, obviously, the final thing is what happens with the election because depending on who wins, different segments of the market will benefit or not. Obviously, if you end up with a change in administration, therell be more focus on things like clean power with the 2 trillion climate plan. If the Current Administration stays in place, thatll be much better, protects stocks which youll have a lot less pressure and also in terms of taxes which will be lower which will be helpful for the overall market. Those are sort of the three big things were trying to manage around between now and the eventful three months before year end. Maria dan, weve heard the Biden Harris Campaign about raising taxes. Joe biden wants to raise taxes by 4 trillion, and as part of that he wants to take the Capital Gains tax way up there to the 40 range. Would you expect the selloff in the market if joe biden wins . Because i imagine people will want to sell their winners before the year is up so that they dont get hit with that 40 Capital Gains tax next year. Yeah, i mean, i think, you know, obviously lower taxes are good for the market. We saw the market react to lower taxes. Obviously, raising taxes by itself, thats going to be bad for the market. And then, as you pointed out, in terms of the Capital Gains rate is going to move up that dramatically, which that seems to be the plan if they can get that through, then, yes, you would anticipate a fair bit of people taking their profits this year when the tax rates going to be a lot less. So on the margin, i think you could end up with a change in administration, yes, that will be negative for the market as a whole relative to if you have a more businessfriendly environment which is currently what we have today. Maria youve been doing incredibly well, up in the First Quarter even while the s p 500 is down. Continuing up every month, on track for one of its best years in your entire 16year history. Go through some of the names that you believe will do well regardless, or you could compartmentalize it and tell me what you think is going to do well under trump versus under biden. What do you like . How are you allocating capital, dan . Yeah. I mean, ive really got it split up into three buckets. So ive got the names before, during and after the pandemic. So gaming is probably the area i like the best, because you have a catalyst between now and year end which is you have sony and microsoft launching the first new consoles, game consoles, in seven years. So gnashed be really good for the that should be really good for the market. Youve seen microsoft spend 75 billion to take out bethesda soft works. You should see that really starting to do well Going Forward, and you saw, obviously, business accelerate a lot as people were stuck at home during the pandemic. Now, tied in to the pandemic, obviously, people are working and learning from home, so youll see 5g infrastructure, spending around all that do well. We like names like erickson with regards to that, providing the infrastructure, qualcomm providing the chips going into that and lumentum providing augmented reality chips for those highend phones. And if you look at, you know, other things, obviously, social medias keeping us connected, you like facebook for that. Theyre getting into ecommerce, obviously, amazon is seeing, you know, two to three years worth of future demand pulled forward because of this and, you know, theyre going to continue to benefit Going Forward from that. And then youve got other areas like Online Sports betting which, you know, should see really great acceleration next year. And so name it is like caesars, we own for that. But then theres opportunistic stuff that we like a lot, automotive being at the top of that list where unit auto sales were down 48 yearoveryear in april, only down 5 in september. So names like nxpi, which we own, they preannounced positively today, on friday. And then, you know, other names in that space i think will benefit. But green power is one with climate change, i think, going to see more investment in that space. So we like that. So names Like Bloom Energy or ballard. And then finally, construction where, regardless of who wins the election, youre going to see much more money spent on roads and infrastructure, etc. , and we like a name like Summit Materials maria yeah. Or a play off of that. Maria dan, its great to get your insight. Thanks very much. My pleasure as always, maria. Maria well see you soon. Dan niles, alphaone Capital Partners founder. When we come back, my wideranging, first on fox interview with President Trump, what he has to say ability the recovery, his own recovery, the next debate with joe biden and a lot more. Dont go anywhere, more wall street after this. A blessing in disguise. Im glad because im the leader. And i cant be like biden where i hang out in a basement every day. I meet a lot of people, and i have to, im the president of the country. I cant hang around in a basement. Think well make it in time . You may not expect the unexpected, but you can certainly take it all. The lexus es. Wow, this rain is bananas. Now available with awd. Lease the 2021 es 250 awd for 359 a month for 36 months. Experience amazing. At your lexus dealer. One of the worst things about a cois how it can make you feel. But, when used at the first sign, abreva can get you back to being you in just 2 and a half days. Be kinder to yourself and tougher on your cold sores. 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And then they cut you off whenever they want. I have a host, who i always thought was a nice guy, but it came out that hes a never trumper. We do have some of them, maria, believe it or not, because they dont like to win. And maria at what point they didnt even tell maria at one point so you just learned this this morning . Yeah, we learned it the same way you learned it. They called up two minutes ago, and it was announced. Theyre trying to protect biden. Everybody is. Theyre kind of like that nbc disaster where he went on the show with lester holt. It was meant for a child. It wasnt meant for a grown person. He gets up, and he says were not fracking, were not fracking. It was fracking, for six months he was fracking, he was raising his very thin hand, and he was fracking. And now all of a sudden hes not frack. Tell the pennsylvania people that youre going its ridiculous. He said hes not fracking. Thats all he said. And then all of a sudden how about her, she committed her life to it, and all of a sudden shes a fraker, shes a big fraker. Theyre going to stop fracking the minute they get into office. Theyre lying to everybody about so many different things. Maria mr. President , addresses the criticism, mr. President , the criticism that you removed your mask for a photo op, you got to the top of the steps, you removed it, people are worried about your recent diagnosis, now youve got 30 plus people with coronavirus in and around the white house. Address that concern for us, mr. President , as you tell the convention on debates youre not going to do this virtually. Yeah. Well, first of all, i think im better. I went to a point where id love to do a rally tonight. I wanted to do one last night. But i think im better to a point that i feel better than i did, you know, i jokingly said 20 years ago. I feel perfect. Theres nothing wrong. I had a case, i got it ducked out. I think it was regeneron that was responsible for it. Because of that, it was sort of like almost a gift from heaven because, because of what i went through and i had, you know, i felt pretty lousy. A lot of people did. A lot of people do. You know, no mart how good the security, youre not going to protect yourself from this thing with just your standard anything unless you just literally dont come even those people found out. Did you see in new york city the most heavily locked down place, the people that caught it the most were the people that were caught in their houses and their apartments, okay . Maria well, you know its one of those things yes, go ahead, maria. Maria im glad you brought up new york, mr. President , because yesterday andrew cuomo, the governor of new york, said that the city is going to be on lockdown until november 3rd. Not november 2nd, november 3rd. Which, of course, is election theyre trying to hurt the economy as much as possible, the democrats. This is where they figure the economy will hurt a little bit better. My numbers wont be as good. But, actually, our numbers for the Third Quarter are going to be through the roof. Retail sales, employment, all of these numbers are going to be great. So i dont know what theyre doing, its a shame whats happened to new york. Of its like a ghost town. Maria i want its a sad, sad place, new york. So sad. I have friends living there [inaudible conversations] maria look, i want to go back to the coronavirus for a moment because the testing at the white house, i know, is incredible. And everybody gets tested every day. You cant even come in to see you without getting tested. Every precaution was taken to protect you. Anybody who came within feet had to be tested. How is it possible that you did contract the coronavirus, and what kind of protections are you putting in place now . You say you feel great, but the medias out there saying, well, youre contagious. Do you feel that you are . No, i dont think im contagious, but we still maria go to a rally. I dont think im contagious. First of all, if im at a rally, i stand by myself very far away from everybody, whether i was or not. But i still wouldnt go to a rally if i was contagious. No, it takes a certain period of time. I feel that im good. You catch this thing. A lot of people caught it. Look, you have the governor of virginia, he wore a mask all the time, youd never see the guy without a mask, he catches it. You have senators that wore masks all the time, thom tillis, a very good guy whos, i think, now going to win his race because his opponent happened to have not one affair, but two affairs, okay . That was not good timing. And i think thom tillis is going to win his race, and he should win it, hes a good man. But he was known as a mask, mr. Mask, we call imhim. He caught it. You catch of this thing. Its particles of dust, its tiny stuff. Now, as far as the white house is concerned, somebody got in, it was a day of sell brace with notre dame, etc. , etc. , and somebody got in, and people got affected. Where it was there whether it was there or something else. When you catch it, you get better and then youre immune. Maria the president praising the experimental treatments he received, regeneron surging this week as President Trump hails its virus therapeutic as a cure. More on that coming up. Plus, new progress on stimulus talks and the authorization to disclose all the documents related to the russia hoax from my interview with President Trump continues. After all these years its the ones that got away that haunt me the most. [ squawks ] cause youre not like everybody else. Thats why Liberty Mutual customizes your car insurance, so you only pay for what you need. What . Oh, i said. Uh, this is my floor. Nooo only pay for what you need. Liberty. Liberty. Liberty. Liberty. Hey. [narrator] she takes two prescriptions. Kates son jack, takes one too. Kate works hard, and thought she had good insurance. But she still pays too much. Thats no good. So kate downloaded the goodrx app. Now she can compare prescription prices, to find the best discounts. She even beats her insurance price. Good for you kate, good for you. Goodrx, stop paying too much for your prescriptions. Download the free app today. Maria welcome back. More now from my interview with President Trump hailing the experimental therapeutic treatments that he received at Walter Reed Medical Center to combat the coronavirus. Take a listen. Now, we have drugs now that we didnt even know about four months ago. Like regeneral ron, like regeneron, and im not even talking about remdesivir. Remdesivirs, you know, fine. But the regeneron, i view it as a cure, not just a therapeutic. I view it as a cure. And eli lilly has a great drug. I spoke to david last night, the head of the company. Very much along the lines of regeneron. And they work in a very similar way. Its great. And what im doing is im going to supply this drug. It made me better, i will tell you right now. I walked in, i didnt feel great. I think i would have done it fine without you know, you dont really need drugs, and they also like to give you steroids, like a steroid in combination for a short period of time because that stops the swelling, like a baseball pitcher would use a steroid, you know, when his arm blows up, they want to stop the swelling of the lungs in particular. And so they gave me a steroid, which is a very easy thing to take. But, no, i had maria you said it was a blessing. Regeneron, and ely lily, what im doing now, and i dont know if you saw the video i made last night maria yes, i did. And you said it was a blessing in disguise. A blessing in disguise. Im glad, because im the leader. And i cant be like biden where i hang out in a basement every day. Sure, if i wanted to hang out in a basement, i wouldnt catch it, but i meet a lot of people. I have to, im the president of the country. I cant around in a basement. Maria you want aid for the airlines, small business, 1200 e checks, but how do you want to see aid play out, and what do you want as far as a priority on stimulus . Well, i shut down talks two days ago because they werent working out. Now they are starting to work out. Were starting to have some very productive talks. And she wants it to happen too. I believe she wants it to happen because its so good for our country. We really need it. It wasnt our workers fault, it wasnt our airlines fault that china did this alternative eternal thing to us, and i will not be forgetting about that. This was all done by china, and we shouldnt be hurting our workers because china put the curse on. This was a horrible scourge, a horrible thing that they did. And is so i said, i said, look, were not getting anywhere, shut it down. And i didnt want to waste time. But in any vent, after that we got in any event, after of that we got back. Both sides very capable. We got back, we started talking about, and were talking about airlines, and were talking about a bigger deal than airlines. Were talking about a deal with 1200 per person, were talking about other thi