CNBC: Current state of the market

Earlier this week, I returned to the market panel on CNBC’s “Closing Bell” program to discuss the state of the market, stocks at session highs, and my outlook over the short- and long-term. During the show, I weighed in on the tech sector, and the opportunity that investors might expect there. I explained why I like “productivity-enhancing” tech (companies like Microsoft and CA), which provide mainframe software as opposed to tech companies like Facebook.

Check out the full segment here: