The economy is strong, and the stock market is at record highs. So should the Fed pause rate cuts? We debate and look at where your money is best deployed against this backdrop. Plus, now that several names have reported, we get a gut check on REITs on the heels of that jumbo-sized rate cut. One analyst brings us his top pick from here. And this company has got a large manufacturing base in Mexico, but is still well positioned even if former President Trump gets elected and imposes steep tariffs. We reveal that name and a few other winners.