RUSH TRANSCRIPT Tomorrow this ░░░░░░░░ Liz Charlie thank you ░░░░░░░░ gasparino Between inflation high ░░░░░░░░ prices geopolitical tensions and ░░░░░░░░ kinds of other economic ░░░░░░░░ investors sometimes can feel ░░░░░░░░ they re playing financial ░░░░░░░░ a mole trying to ░░░░░░░░ back all of these ░░░░░░░░ that keep popping up ░░░░░░░░ our countdown closer says ░░░░░░░░ other investors play that ░░░░░░░░ You should be using ░░░░░░░░ picks to put teflon ░░░░░░░░ your portfolio in this ░░░░░░░░ environment Joining us with ░░░░░░░░ 3 billion in assets ░░░░░░░░ management capwell cio Tim ░░░░░░░░ do you do that ░░░░░░░░ should do that all ░░░░░░░░ time but it feels ░░░░░░░░ right now It sure ░░░░░░░░ Liz But I think ░░░░░░░░ are opportunities in any ░░░░░░░░ and for example the ░░░░░░░░ complex is certainly worth ░░░░░░░░ to specifically at electric ░░░░░░░░ We like next era ░░░░░░░░ of the untold stories ░░░░░░░░ the a I chips ░░░░░░░░ the tremendous amount of ░░░░░░░░ that they use Liz ░░░░░░░░ huh yes 4 of ░░░░░░░░ the electricity in Europe ░░░░░░░░ going to be consumed ░░░░░░░░ the data centers that ░░░░░░░░ in existence within two ░░░░░░░░ That is as much ░░░░░░░░ Germany by itself as ░░░░░░░░ country consumes So we ░░░░░░░░ the energy sector the ░░░░░░░░ utilities in specific Liz ░░░░░░░░ is an interesting side ░░░░░░░░ trade to the a ░░░░░░░░ frantic momentum play that ░░░░░░░░ ve seen lately Let ░░░░░░░░ just say right now ░░░░░░░░ as you know the ░░░░░░░░ is on track for ░░░░░░░░ record close just a ░░░░░░░░ after the markets kind ░░░░░░░░ collapsed a bit in ░░░░░░░░ wake of a you ░░░░░░░░ consumer inflation that was ░░░░░░░░ than expected Are you ░░░░░░░░ any tech stocks at ░░░░░░░░ point Not really We ░░░░░░░░ looking at valuation You ░░░░░░░░ own nvidia or can ░░░░░░░░ all the electric utilities ░░░░░░░░ ge plus ibm and ░░░░░░░░ weighting is embedded in ░░░░░░░░ S P 500 So ░░░░░░░░ believe that there are ░░░░░░░░ places to look more ░░░░░░░░ places to look in the