Nick Sargen, senior economic advisor at Fort Washington Investment Advisors, says the market is not pricing in geopolitical risks adequately, so while things look good for the U.S. economy, the domestic stock market could be more vulnerable to global financial events that could trigger a downturn. Sargen also discusses why economists are worse than weathermen when it comes to forecasting future storms. Todd Rosenbluth, head of research at VettaFi, looks at a young, granular actively managed fund that focuses on the supply chain for his ETF of the Week. In the Money Life Market Call, Dave Sekera, chief U.S. market strategist at Morningstar, says it is time to start looking at contrarian plays in real estate, energy and utilities, and to consider backing away from big technology.