Dan Niles: Investors need to be broadly diversified to get through market period in better shape

Our next guest is warning about chasing this though. He says, "Don't get too excited. It may not be the all clear here." Let's bring in Dan Niles. He's the founder and portfolio manager at Niles Investment Management.Dan, before we just jump in to the software piece of this, what do you make of the broader market selloff of the Iran war, the higher oil prices, higher yields now that we have to contend with, do you just look past that. >> You can't look past it, obviously, Kelly. But I think what we're all t ...