"It's never good to overreact to recent moves," says Ahmed Riesgo, who urges investors to keep to their investing theses amid the stock market volatility. He adds that earnings are still coming in strong and market fundamentals remain intact, backing his bullish case for equities. Ahmed turns to the Fed and his expectations for another interest rate hike ahead, something he will call a "mistake." However, a decrease in core inflation is something he sees leading to an eventual rate cut.