CNBC Squawk Alley July 13, 2024
Rally about to hit a wall in 2020 joining us, jeff richards, and paul meeks good morning, guys good to see you. Paul, let me begin with you, ask you why . Is it because things are expensive on a relative basis . Thats right. I have been around a long time i remember with lashes on my back what happened when the internet bubble popped not falling for that scenario. I expect the u. S. To grow at a decent rate, fundamentals of most Tech Companies, not all, to be reasonably good, but the bulk, particularly of marquise tech names are trading at valuations getting me a little scared because i think ...
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