Watch CNBC's full interview with Satori Fund's Dan Niles on tech stocks, interest rates and more

Dan Niles, founder and senior portfolio manager at Satori Fund, joins CNBC's 'Squawk Box' to break down tech stocks and potential interest rate hikes from the Federal Reserve. Niles explains why Alphabet is a top stock pick among big-cap technology names. "The pandemic beneficiaries, you are seeing a lot of give backs," Niles tells CNBC.