U.S. stocks ended Monday's session off their session highs to kick off the fourth quarter, after a volatile third quarter. The S&P 500 had its largest one-day gain since July, gaining 2.6%. The Dow ended up 2.7% and the Nasdaq Composite finished up 2.3%. James Demmert, Founder and Managing Partner of Main Street Research, joined Cheddar News' Closing Bell to discuss.