Ed Yardeni on why he's underweight 'Magnificent Seven' stocks

And joining us right now is Ed Yardini. He's president at Yardini Research. Ed, we could start by talking about how the markets continue to kind of melt back up.We're near all-time highs, but I think the most interesting thing and what has kind of shocked and surprised me this morning is your move away from the big tech names in terms of being an overweight statement. What happened for 15 years you've been overweight on that sector. What's changed.>> Yeah. And it's worked. And so we've got to the point wher ...