The real impact of AI will take place over the next decade, not next year, says MetLife's Drew Matus

Super Microb Broadcom, Lamb Research, AMD, and Nvidia some of the worst performers. But my next guest sees longer term opportunity in both tech and financials, saying investment rather than consumption is where the growth is more likely to be. So joining me now to talk it through is Drew Mattis, chief market strategist at Metife Investment Management.Uh Drew, thank you so much for being here today. First, I kind of want to get to your take on the data. It's sort of hard to talk about markets without talking ...