Tuesday marks the 15th anniversary of the Nasdaq's March 2000 peak when the index hit 5,048. Last week, the tech-heavy index eclipsed 5,000 for the second time in history, leaving investors wondering if another tech bubble is on the horizon. TheStreet's Scott Gamm speaks with Kevin Kelly, chief investment officer of Recon Capital Partners, who says the markets today vs. conditions 15 years ago is an apples to oranges comparison. He also comments on what sectors to watch amid the strengthening dollar and why investors are more worried about the Federal Reserve's second and third rate hikes, instead of the first one, expected to come this summer.