Are we gonna build ░░░░░░░░ mic start to the ░░░░░░░░ day and we mention ░░░░░░░░ uncertainty began overseas You ░░░░░░░░ some boot political jitters ░░░░░░░░ Europe right now we ░░░░░░░░ looking at the t ░░░░░░░░ sex as p and ░░░░░░░░ slightly weaker on the ░░░░░░░░ but in New York ░░░░░░░░ are coming off a ░░░░░░░░ We Week and of ░░░░░░░░ reality realities is even ░░░░░░░░ uncertainty on interest rate ░░░░░░░░ will get our fear ░░░░░░░░ of conversation around that ░░░░░░░░ United States this week ░░░░░░░░ even with some those ░░░░░░░░ and political jitters The ░░░░░░░░ is that the us ░░░░░░░░ has been chugging along ░░░░░░░░ It is not a ░░░░░░░░ of equal stocks across ░░░░░░░░ board and we know ░░░░░░░░ because for example our ░░░░░░░░ stock market has lagged ░░░░░░░░ overall as and p ░░░░░░░░ if you look at ░░░░░░░░ stocks were so called ░░░░░░░░ stocks This year you ░░░░░░░░ most of the money ░░░░░░░░ into growth names at ░░░░░░░░ point so how should ░░░░░░░░ be thinking about where ░░░░░░░░ go from here Let ░░░░░░░░ ask Nancy doge CEO ░░░░░░░░ opus advice first Nancy ░░░░░░░░ s great to have ░░░░░░░░ with as this morning ░░░░░░░░ as you take stock ░░░░░░░░ where we are here ░░░░░░░░ June we ve had ░░░░░░░░ big write up in ░░░░░░░░ markets What s been ░░░░░░░░ out to you The ░░░░░░░░ resilience yeah the economy ░░░░░░░░ it seems to be ░░░░░░░░ The stock market is ░░░░░░░░ than job report was ░░░░░░░░ strong and consumer cash ░░░░░░░░ still pretty plentiful So ░░░░░░░░ are all things that ░░░░░░░░ on the surface which ░░░░░░░░ you a sense of ░░░░░░░░ Things are going well ░░░░░░░░ you know there are ░░░░░░░░ and perhaps if we ░░░░░░░░ under the hood for ░░░░░░░░ on the jobs require ░░░░░░░░ part time jobs being ░░░░░░░░ into account or to ░░░░░░░░ people who have multiple ░░░░░░░░ just to keep up ░░░░░░░░ inflation prices to being ░░░░░░░░ into account to are ░░░░░░░░ that are opening and ░░░░░░░░ Is that being taken ░░░░░░░░ account so yeah This ░░░░░░░░ that there s a ░░░░░░░░ of week data as ░░░░░░░░ as that s concerned ░░░░░░░░ even if we did ░░░░░░░░ the data for that ░░░░░░░░ s it s very ░░░░░░░░ at best So we ░░░░░░░░ t even see all ░░░░░░░░ information until Months months ░░░░░░░░ But on the surface ░░░░░░░░ s that s what ░░░░░░░░ appears and so when ░░░░░░░░ re starting to see ░░░░░░░░ of those developments how ░░░░░░░░ you think about investing ░░░░░░░░ the equity world do ░░░░░░░░ thinking differently about the ░░░░░░░░ of sectors you want ░░░░░░░░ be an hour or ░░░░░░░░ want to stay invested ░░░░░░░░ the broader stock market ░░░░░░░░ the momentum has been ░░░░░░░░ through all this Absolutely ░░░░░░░░ the business meeting client ░░░░░░░░ term goals so we ░░░░░░░░ with timeframe and risk ░░░░░░░░ of course and if ░░░░░░░░ re in it for ░░░░░░░░ longer term stay the ░░░░░░░░ don t make drastic ░░░░░░░░ and look for opportunities ░░░░░░░░ that s really when ░░░░░░░░ comes down to and ░░░░░░░░ of the biggest messages ░░░░░░░░ been because in as ░░░░░░░░ a market it s ░░░░░░░░ strong If you have ░░░░░░░░ needs This is the ░░░░░░░░ to take the money ░░░░░░░░ the table because the ░░░░░░░░ are and you have ░░░░░░░░ profits So you don ░░░░░░░░ wanna wait until the ░░░░░░░░ tanks which undoubtedly it ░░░░░░░░ at some point but ░░░░░░░░ you know this is ░░░░░░░░ is a good opportunity ░░░░░░░░ heart Some cash gosh ░░░░░░░░ you have some cash ░░░░░░░░ in the next 11 ░░░░░░░░ 30 months or so ░░░░░░░░ then on Oh so ░░░░░░░░ that if you were ░░░░░░░░ consider though being in ░░░░░░░░ sectors which one stand ░░░░░░░░ to you Well we ░░░░░░░░ the course We have ░░░░░░░░ financials and health care ░░░░░░░░ there s a lot ░░░░░░░░ excitement around a I ░░░░░░░░ and many companies obviously ░░░░░░░░ for that space are ░░░░░░░░ will be a lot ░░░░░░░░ competition in that space ░░░░░░░░ It s very very ░░░░░░░░ but not without a ░░░░░░░░ deal of volatility of ░░░░░░░░ because there s so ░░░░░░░░ there s still being ░░░░░░░░ and and being worked ░░░░░░░░ with a I said ░░░░░░░░ s tremendous opportunity but ░░░░░░░░ on we always look ░░░░░░░░ opportunity in the sectors ░░░░░░░░ have been beaten down ░░░░░░░░ most of namely like ░░░░░░░░ duration bonds small cap ░░░░░░░░ These are great opportunities ░░░░░░░░ they re undervalued at ░░░░░░░░ point buyer you know ░░░░░░░░ it they re tied ░░░░░░░░ yet we don t ░░░░░░░░ away until things are ░░░░░░░░ up then we start ░░░░░░░░ and so this is ░░░░░░░░ time to do that ░░░░░░░░ long as you re ░░░░░░░░ it for the long ░░░░░░░░ and you recognize that ░░░░░░░░ could still be some ░░░░░░░░ One of the headlines ░░░░░░░░ mentioned coming into this ░░░░░░░░ was this morning Instead ░░░░░░░░ talking about you know ░░░░░░░░ s earnings were big ░░░░░░░░ technology companies or what ░░░░░░░░ feds gonna do we ░░░░░░░░ talking about some squabbling ░░░░░░░░ Europe amongst politicians and ░░░░░░░░ heightened answer To right ░░░░░░░░ And we ve seen ░░░░░░░░ reflected in the market ░░░░░░░░ but I noticed that ░░░░░░░░ were talking with our ░░░░░░░░ about keeping an eye ░░░░░░░░ European stocks as a ░░░░░░░░ term investor as well ░░░░░░░░ is it that you ░░░░░░░░ is the dynamics at ░░░░░░░░ in that market that ░░░░░░░░ allow you to feel ░░░░░░░░ investing their even if ░░░░░░░░ s a bit of ░░░░░░░░ this morning We ve ░░░░░░░░ ve purposely veered away ░░░░░░░░ downsized a great deal ░░░░░░░░ the international exposure mainly ░░░░░░░░ there s been so ░░░░░░░░ uncertainty and end The ░░░░░░░░ on every front have ░░░░░░░░ affected western Europe and ░░░░░░░░ overseas markets significantly more ░░░░░░░░ it s affected us ░░░░░░░░ addition to that of ░░░░░░░░ the value of the ░░░░░░░░ has been so strong ░░░░░░░░ s it s tough ░░░░░░░░ make profits However at ░░░░░░░░ point that has to ░░░░░░░░ around and you re ░░░░░░░░ European markets are starting ░░░░░░░░ revive in certain sectors ░░░░░░░░ certain areas so there ░░░░░░░░ be some opportunities there ░░░░░░░░ still Very limited nine ░░░░░░░░ wouldn t go gung ░░░░░░░░ In international exposure at ░░░░░░░░ time still, okay,