This top Wall Street strategist is pulling back on Big Tech

Ed Yardi, Yardeni research president and a Wall Street veteran making some waves this morning with his latest call, writing, quote, "It no longer takes makes much sense for us to continue recommending overweighting the information technology and communication services sectors in an S&P 500 portfolio as we have since 2010." Ed's joining me now to break down why he's making this call and some of the risks facing investors with increasing market concentration. Ed, thanks so much. This is a big change for you g ...