Why Dan Niles says 5G, memory and gaming stocks are areas to watch

Dan Niles, AlphaOne Capital Partners founding partner, joins 'Closing Bell' to discuss the sectors he's watching for value amid the market volatility and what happened to markets yesterday. Getting a vaccine, hearing the Fed at Jackson Hole were all positives that threw the market to an overvalued level, he says. It really comes down to stock picking and which names you think are going to benefit, says Niles. What names have catalysts at the end of the year?