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Transcripts For CNBC Squawk Alley 20160411

Issue or the big opportunity we have seen is it turns out that janet yellen is as good at job boning the markets as greenspan ever was, without being quite as opaque. And to me, that, you know theres great comfort. Because we took away some of the speculative behavior in my world, particularly related to the unicorns and the Venture Capital side of the business. And as i look forward into the year, i still think theres a tremendous amount of uncertainty. So i expect a lot of chop. But theres no question that by deflating some of those crazy asset valuations that we saw in the private market, the tech sector, at least, looks better than it did when i left. Roger, you credit janet yellen with taking some of the air out of that system . Oh, definitely. I mean, the way i look at this, there are any number of reasons why people could have looked at what was going on in the tech world, particularly on the private side and said, hey, wa ....

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