Jack Janasiewicz, portfolio strategist for Natixis Investment Managers Solutions, says that inflation is moving in the right direction -- albeit more slowly -- and economic growth remains resilient, creating an environment where corporate earnings continue to grind higher. That has him locking into his plan and overweighting stocks. Janasiewicz says that so long as inflation doesn't reaccelerate and force the Federal Reserve to increase rates, conditions should remain benign and comfortable for investors. Also on the show, Todd Rosenbluth, head of research at VettaFi, makes the Van Eck Gold Miners ETF (GDX) his pick for "ETF of the Week," and in the Market Call, David Kalis, portfolio manager at The Future Fund, talks about finding the right forward-looking opportunities in markets now.