Some economic reports are coming in weaker than expected as the back-to-normal recovery drags on. To many investors, it means the Federal Reserve will keep the punch bowl fuller for longer. Kim Forrest, founder and chief investment officer at Bokeh Capital Partners, discusses about why bad news can be seen as good news again in this environment and why she prefers tech stocks for the long run.

Mentioned in this podcast:

U.S. Companies Add Fewer Jobs Than Forecast, ADP Data Show

Megacaps Hit All-Time High in Defensive Stock Tilt: Markets Wrap