Top Fund Managers Trade Tech’s Volatility, Recapping the 10th Annual CNBC Disruptor 50 & Flexport CEO Ryan Petersen on Supply Chain 5/17/22

Our anchors begin today’s show with CNBC’s Leslie Picker looking at how some of the top fund managers have been trading the tech volatility of 2022. Then, Cambria Investment Management Founder and CIO Meb Faber weighs in on global tech plays, and CNBC’s Courtney Reagan breaks down Q1 earnings from Walmart and Home Depot. Next, our Julia Boorstin recaps the newly announced members of CNBC’s 10th annual Disruptor 50 list of private companies, and CNBC’s Leslie Picker returns with breaking news on developments in the Department of Justice’s fraud case against Allianz. CNBC’s Steve Kovach also covers video game publisher Take-Two Interactive’s latest results, and CNBC’s Mike Santoli analyzes investor sentiment as stocks rally higher to start the morning. Later, Flexport CEO Ryan Petersen joins after the freight forwarding firm was named the number one pick in the Disruptor 50, and CNBC’s Brian Schwartz shares new reporting on political campaign contributions from crypto executives.