We’re strong believers in global 5G rollout, semiconductors: Bokeh Capital’s Forrest

Kim Forrest, CIO at Bokeh Capital, and Bryce Doty, senior portfolio manager for Sit Investment Associates, say a stimulus package may be on its way very soon. They both join ‘The Exchange’ to discuss market trends and what sectors they are buying. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi

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