CNBC Squawk Alley July 14, 2024
With aerial investments. Good morning to you both charles, ill start with you tech stocks have had a very strong start to the year can that continue . Well, full disclosure, ive been skeptical of these stocks for a long time and ive been wrong. And i think there are a couple of reasons that i cam concerned the first is theyve been drive higher the s p is dominated by these large companies. As more money goes into the s p and index funds, these funds buy these stocks for no fundamental reason i do worry if theres a reversal in those flows, these stocks will be hit hard the second thing i worry ...