When it comes to Monday's post-tariff rebound, Jim Bianco warns investors, "this is going to happen for the next few months to the next couple years." He sees tariff headaches continuing until more trade deals are ironed out. Jim also turns to the investment front and explains how A.I. has done a lot of the heavy lifting in the SPX. He later offers another strategy for bonds that involves underweighting "corporates" and overweighting "mortgages."