
Surveillance: Bank Capital with PIMCO CEO
Bloomberg Surveillance
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The Overweights of Transformational Tech Names
Julian Zelizer: From your perspective Julian are you sort of buying into this do you feel like you kind of have to be overweight tech even after the rally. So we've taken a little bit of a different tack right so so for us we realize that the momentum aspect whether it's 1995 and frankly if you think about it Dan's right that this is 1995 and not 98 or 99 we have a lot further to run.
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