Investors are looking past an economic slowdown and focusing on secular growers, says JPM's Yoder

So, is this techdriven rally running out of steam. Joining me to discuss is JP Morgan Private Banks Abby Yoder. Good to see you.Thanks for coming down. Um, so we're about to finish a pretty good month for the markets, which is coming at the end of about four months of one of the strongest rebound rallies we've ever seen. Risk appetites have rebuilt, all the rest.Um, does it make sense where we are to you right now. Is it built on a solid, you know, set of assumptions about the outlook. Yeah, I actually thin ...