Don't expect tariffs to have a massive inflationary impact, says Hightower's Stephanie Link

catches me off guard to. >> Join us now not Stephanie Link Stephanie Link Hightower, chief investment strategist at CNBC contributor. It's like the Journal was reading your mind text expensive, right.But it's all tech this week Steph. >> Yeah I mean if you add up Microsoft, Apple meta and Amazon, it's 19% of the S&P 500. And obviously we're all paying attention very closely to how they're going to report. And I think they're going to be good Joe. I own Amazon, I own meta I think those are the two that are g ...