(Bloomberg) --

Some economic reports are coming in weaker than expected as the back-to-normal recovery drags on. To many investors, it means the Federal Reserve will keep the punch bowl fuller for longer. Kim Forrest, founder and chief investment officer at Bokeh Capital Partners, joins the "What Goes Up" podcast to talk about why bad news can be seen as good news again in this environment and why she prefers tech stocks for the long run.

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