reporter Shubham Saharan speaks with Mark Neuman, CIO and founder of Constrained Capital, about the performance of the ARK Innovation ETF (ARKK) following the recent CPI report data and what the better-than-expected inflation data from the report means for other tech stocks. “The idea is that the Fed is going to pivot again. The best areas to recover would be the large cap growth, the tech stocks, that have been the darlings for so long prior to this year,” states Neuman.