Neil Hennessy, chief investment officer at Hennessy Funds, and Terri Spath, chief investment officer at Sierra Mutual Funds, joins ‘The Exchange’ to talk about whether additional fiscal stimulus is needed for the markets and economy. You have to be thematic. There’s a lot of potential, a lot of value in the market, says Hennessy. The biggest thing that’s happening is cities being crushed. So you think about housing, appliances and beer. Those three things are going to do well in this environment.