RUSH TRANSCRIPT Maria Joining ░░░░░░░░ right now if president ░░░░░░░░ investment over portfolio welt ░░░░░░░░ thanks for joining us ░░░░░░░░ tax cuts described as ░░░░░░░░ fuel your take It ░░░░░░░░ worked we have seen ░░░░░░░░ especially small cap stocks ░░░░░░░░ am not sure we ░░░░░░░░ afford another round of ░░░░░░░░ cuts at this point ░░░░░░░░ I think that is ░░░░░░░░ I am looking at ░░░░░░░░ economy under Trump we ░░░░░░░░ to put in that ░░░░░░░░ is are we seeing ░░░░░░░░ negative effect from the ░░░░░░░░ called trade wars And ░░░░░░░░ think that when I ░░░░░░░░ looking at you know ░░░░░░░░ was on here a ░░░░░░░░ months back said bank ░░░░░░░░ only thing we really ░░░░░░░░ about until inverted yield ░░░░░░░░ until bull market comes ░░░░░░░░ end we saw alone ░░░░░░░░ Bank of America JPMorgan ░░░░░░░░ during a quarter where ░░░░░░░░ are supposed to have ░░░░░░░░ of confidence supposed to ░░░░░░░░ scared off because of ░░░░░░░░ trade war rattling so ░░░░░░░░ think that you know ░░░░░░░░ is still a bunch ░░░░░░░░ negotiations I would love ░░░░░░░░ see what kind of ░░░░░░░░ tax cuts To make ░░░░░░░░ permanenters Of the plan ░░░░░░░░ am not sure that ░░░░░░░░ long term I don ░░░░░░░░ think we need that ░░░░░░░░ beep bull market running ░░░░░░░░ think upness at this ░░░░░░░░ Consumer industrial loan books ░░░░░░░░ expectations JP Morgan 7 ░░░░░░░░ fascinating aspect everyone talking ░░░░░░░░ technology space how that ░░░░░░░░ the mart we are ░░░░░░░░ to earnings coming up ░░░░░░░░ but I am wondering ░░░░░░░░ is your take on ░░░░░░░░ and going in that ░░░░░░░░ I mean we ve ░░░░░░░░ about Microsoft always talk ░░░░░░░░ Amazon how are you ░░░░░░░░ yourself I don t ░░░░░░░░ to be involved in ░░░░░░░░ tech sector it is ░░░░░░░░ to seem I don ░░░░░░░░ want to say bubble ░░░░░░░░ is so confident that ░░░░░░░░ bank stocks now acronyms ░░░░░░░░ starting to get into ░░░░░░░░ international thing this reminds ░░░░░░░░ less 1998 seems more ░░░░░░░░ 1999 now you looking ░░░░░░░░ valuations more concerned about ░░░░░░░░ tech sector I think ░░░░░░░░ sector undervalued right now ░░░░░░░░ money just not flowing ░░░░░░░░ the sector I want ░░░░░░░░ point out one thing ░░░░░░░░ to your discussion with ░░░░░░░░ Brady and really trying ░░░░░░░░ make individual tax cuts ░░░░░░░░ Nancy Pelosi and the ░░░░░░░░ did not vote for ░░░░░░░░ tax cuts they could ░░░░░░░░ made them permanent if ░░░░░░░░ had gotten on border ░░░░░░░░ Americans keep more of ░░░░░░░░ own money they have ░░░░░░░░ repeatedly 234g Nancy Pelosi ░░░░░░░░ go to top 1 ░░░░░░░░ individual tax cuts expire ░░░░░░░░ 2025 basing that lie ░░░░░░░░ they deserve to be ░░░░░░░░ out again and again ░░░░░░░░ again on it Maybe ░░░░░░░░ is the Republicans way ░░░░░░░░ this in front of ░░░░░░░░ Democrats saying you can ░░░░░░░░ tell this lie anymore ░░░░░░░░ re putting in front ░░░░░░░░ you better vote for ░░░░░░░░ making individual tax cuts ░░░░░░░░ Before midterm election It ░░░░░░░░ absolutely it is political ░░░░░░░░ financial and economic but ░░░░░░░░ think that it is ░░░░░░░░ on behalf of the ░░░░░░░░ and for the right ░░░░░░░░ reasons As voters go ░░░░░░░░ pols in November will ░░░░░░░░ no Democrats voted for ░░░░░░░░ taxes again Right Like ░░░░░░░░ know not one voted ░░░░░░░░ year in December Thanks ░░░░░░░░ much for insights we ░░░░░░░░ watch banks.