Podcast: Will Tech Earnings Offset Oil Prices and Yields Back at their Highs?

In this week's podcast, we talk about our concerns with the fact that the tech stocks (especially the chips) are getting quite overbought at a time when bond yields are back at their 2026 highs...and oil prices are doing the same.....We also discuss how certainly areas of the market should outperform before long...after getting beaten down recently.