tech sector

“I guess what I'm convinced of, because of the fact that 19, the last 20 times when the market did recover tech work, because semis have sold off so much, and because they ultimately are growing faster relative to the economy than they did previously, that semi…”

“Tech is now the largest piece of the high yield bond market. It's now the largest piece outside of financial services of the high of the, Investment grade, bond market, so in terms of new issuance”