Welcome to the Dividend Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life.

Thank you, as always, Erica, and thank you to everyone who's joined the call today.

We have an awful lot going on, awful lot to discuss, and we'll keep it short

and succinct, but hopefully very informative. Some really great questions have come in,

and we're going to try to get to all those, but as Erica said, send in questions real time

to questions at thebonson Group.com, and we'll do our very best to get to him here on the call today.

With that, I'm going to turn it over to our host, Scott Gam, and we'll have a fun discussion.

Well, David, thank you so much.

Great to be with you as always.

And as we normally start off these calls, just by getting your overall market temperature.

Since we spoke a couple weeks ago, we've had quite a bit of market volatility, particularly in the tech sector, that volatility back today with the broader NASDAQ underperforming the rest

of the market.

You've been very clear about your outlook on tech stocks, but I think it's certainly worth repeating for this call as well.

Yeah, I mean, my view is, there's a lot of overlap with my general view of markets right now with some of the comments about tech stocks.

But I'm becoming more and more nuanced in when we talk about tech stocks, separating some that are

really speculative tech stocks, usually very small capitalization versus names that are not speculative,

that are not small cap.

They're pretty sizable companies, but they're not fang and they may be cloud.

They may be kind of work from home.

They're more maybe name brand type companies.

A lot of them are the unicorns of the last decade that ended up going public.

I think those have a separate risk and reward kind of context that I would look at differently than small cap. And then you have, of course,

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