Scott Martin sees more volatility ahead as investors navigate the Fed, the election and sticky inflation, but says market pullbacks can create buying opportunities. He remains bullish on Micron (MU), SanDisk (SNDK) and Palo Alto Networks (PANW), while watching JPMorgan Chase (JPM) and Bank of America (BAC) for potential strength in a higher-rate environment. For the rockier stretch ahead, he favors bonds, corporate credit, structured debt and Treasurys.