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schwab! schwab.n approach to wealth management. ♪ ♪ reagan national defense forum is happening this weekend in simi valley, california. our chief national security correspondent jennifer griffin just wrapped up a fireside chat with commerce secretary gina she's live now with the secretary. jen, to you. reporter: molly, this is my 11th reagan national defense forum and i'm grateful to be joined right now by the 40th commerce secretary gina ramando you have six weeks left in the job. how has the commerce department changed and you're the first commerce secretary to address the national security forum. why is your agency now at the center of national security? >> good morning. thanks for having me exactly as you said commerce department is at the center of national security because we've come to realize that supply chain security is national security. economic security is national security. denying china our most sophisticated semiconductors which is what we do is national security. so i've really tried

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schwab! schwab. a modern approach to wealth management. >>> welcome back. dominating 2024 heading for a second straight year with double-digit gains and our next guest is betting on even more upside for some of the group's biggest winners. joining me baker avenue chief strategist king liven. great to have you on here. i have to tell you, though, it's been a parade of investors coming on here and saying, you know, big tech has had its moment. it's really time for money to rotate into other themes, smaller stocks, things that aren't so popular. it seems like you're not on board with that idea? >> yeah, mike. it's great to be with you. we'll take the other side of that trade, and the reason why is, let's say the recent weakness we've seen in the tech sector we think a lot has to do with rebalancing. we see it as more technical in nature. we think cash would go back to these winners simply because that's where the earnings growth is in 2025. if you look at the tech sector, it's still looking to be the highest sector for earnings growth with over 20% expected in

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