Akoner: The rotation from mega-cap tech into small caps and cyclicals is underway

All right, I want to start off with some of the news of this morning. We're seeing oil prices move higher on sanctions on Venezuela and also potential sanctions on Russia. Uh, does this idea of the potential for oil to move higher, at least we're seeing that move this morning, does it change your view of any sectors or the markets in general.>> Sure. Look, I mean, oil prices has so far not contributed to the inflation pressures in the US, which obviously helped the Fed cut rates. This is a key indicator tha ...