Blueprint Capital CEO on why Trump will keep the White House and what it means for markets

"Hillary Clinton seemed to have all of the momentum going into election night, and we all woke up the next day with a hangover," Jacob Walthour, CEO and co-founder of Blueprint Capital Advisors, told CNBC's "Squawk Box" on Thursday. "We have that situation here again in 2020 where you have Trump behind in the polls, but you're also seeing some real momentum on his part, and I think investors are making a mistake if they're paying attention to what national polling data shows."