rowe price chief investment officer david giroux join ises us now. it. >> pleasure to be with you. jack: one of the key tenets has been to look for companies that will be disrupters and avoid those being disrupted. that's been part of the market-crushing strategy for you, but over the past few weeks, many disrupters have been sold off. what's happening? and will the tech darlings become the sort of the next nifty 50? >> i don't think that's the case. let's look at the marketplace right now. i've been talking about for a while that there was an area of the market, a narrow part of the market where you were seeing excessive valuation. now, what is happening though is the market's starting to throw the baby out with the bath water. you are starting to see some situations where really attractive companies that are not, that have reasonable valuations are quite atrack ty, and we're taking -- attractive, and we're taking advantage of that opportunity. jack. jack: real quick, just explain that investment thesis. you look for the disrupters, you avoid the di

rowe price's david giroux is next. ♪ ♪♪ care.hings. ♪♪ it inspires us to go further. ♪♪ it has our back. and goes out of its way to help. ♪♪ when you start with care, you get a different kind of bank. truist. born to care. (vo) for me, one of the best things about life is that we keep moving forward. we discover exciting new technologies. redefine who we are and how we want to lead our lives. basically, choose what we want our future to look like. so what's yours going to be? every day in business brings something new. so get the flexibility of the new mobile service designed for your small business. introducing comcast business mobile. you get the most reliable network with nationwide 5g included. and you can get unlimited data for just $30 per line per month when you get four lines or mix and match data options. available now for comcast business internet customers with no line-activation fees or term contract required. see if you can save by switching today. comcast business. powering possibilities. ♪ jack: every year bare ron