“Every boom has this echo of other booms in the past,” according to Tobias Carlisle, principal and founder of Acquirers Funds. In this segment, Carlisle discusses the lure of innovative sectors in the economy — from software as a service, dotcoms in the 1990s, electronics in the sixties, to railroads in the 19th century. In recent years, a large percentage of market performance has been derived from large-cap tech stocks. So, what’s next? In this peer-to-peer conversation from Real Vision, Tobias Carlisle explores the issues with Chris Cole, founder & CIO of Artemis Capital Management.