Ironsides' Barry Knapp explains his long-term concerns about the tech sector

There are two distinct themes emerging in the market: A downgrade for the tech and communication services sectors but opportunities in housing and related businesses. Barry Knapp, managing partner at Ironsides Macroeconomics, and Craig Hodges, CEO of Hodges Capital Management, join "Squawk Box" to discuss.
Fri, Sep 11 20207:00 AM EDT