We are still 'constructive' on equities, says Piper Sandler's Michael Kantrowitz

Let's bring in Michael Canterowitz, chief investment strategist for Piper Sandler. I mean, we're we're climbing these these worry spots around overinvestment in AI and around software disruption in AI and around weaker job growth. Michael, how h how does the risk reward look to you from here.>> Yeah, we're we're still constructive on equities. I think why we're climbing these worries, you know, that the macro data and the breadth of earnings data are the ladder that is helping us climb a lot of these concer ...