McCartney: The disconnect between Wall Street and the real economy could pose a big risk

I got to start off with the chip trade and the tech trade in general after ASML's warning. How are you viewing that warning and the impact on stocks in the pre-market. I mean we have seen a market that for you know years and years now has been dominated by the mag seven earnings and the AI story and big tech.Now some of big tech in a sense when you look at an Amazon a meta etc. although they are also big tech and the forwardlooking AI trade. So sort of the engine of growth for the future. In a sense, they'r ...