years. [laughter] hey, jack, i can't wait to watch. this is a great interview, steve case tonight the, 10 p.m. eastern time. i'm filling in for maria at 9 p.m., so check that out as well. liz claman, i loved today's session because, arguably, we could have been down huge, and the market is showing some fight, and i love that. liz: perfect word, fight. yesterday, charles, it was the nasdaq's turn to be the bears' punching bag, but today the dow is putting up its dukes here as we kick off the final hour of trade. you know, you could blame bank stocks that are dragging it down, but now it's down only 79 points after having been lower by 300. the financial sector is really enduring blows that are raining down on it9. will these blows be glancing or punishing? and the ones traders say you've got to buy before the closing bell rings to close out this week. and have you noticed -- i know you have -- higher prices and longer wait times for delivery of everything from food to turn

chur? furniture? we are about to take you to the epicenter of the logjam so mess i that even nike and jay powell are talking about it. the nfl scores a $100 plus billion streaming and tv rights touchdown. the field more crowded than ever as team amazon now makes it to the playoffs. we're breaking down the winners and losers in this matchup. plus, call it tiktok for cats, tesla is at the center of a national security controversy in china. why xi's regime is crying foul and where showers stand in the -- shares stand in the final hour of trade. after faltering all day, the six major banks, jpmorgan, citigroup, wells fargo, goldman sachs and morgan stanley, are well off session lows. morgan's close to turning positive of after an early morning gut punch courtesy of the federal reserve. the fed announced it's going to allow a pandemic-era emergency

easing of a bank rule that they put into place last april to expire. the supplementary leverage ray show, that's what it's called, the slr, gave banks a break from the amount of capital they had to maintain against treasuries and other holdings. it expires march 31st, the fed says we're done with it. goldman and jpmorgan immediately began to struggle. you can see from the intraday chart a big gap to the downside as investors dump out of bank names. mistake? to our traders, brian and phil. you know, granted these names, guys, particularly morgan and goldman, have enjoyed incredible runs over the past year. i have morgan up 171 points year-over-year, goldman up 132%. but is this development that bad and worthy of pulling the parachute cord, phil? >> i don't think so. i think in the short term it is. it's a lot of concern, you know, that they're going to lose some

lending opportunities. but they're going to be picked up in other places, right? i guess you could call it supplemental leverage ratio hysteria. and the banks will find ways to make money. but short term it is going to be bearish for stocks. but there's going to be nonbank lend ors that are really going to benefit from this, liz, because when the banks close the door, somebody else opens the window. a lot of small businesses are going to need loans, and you can go off to these other companies that have not going to have these requirements from the banks. so if you can't get a loan from the bank, your going to go there. one that i really like is this main street capital corporation. this is a very, very popular one. it pays a really good yield, and the stock is pretty cheap. a lot of people can afford it. and ffx capita is going to be a merger, and if that goes through, they'll be the biggest nonbank lender in the world, and that could be very good in this

kind of scenario. liz: brian, give me a sense of how you view the banks today with this news from the fed that they're going to pull a lollipop away from the banks that they had during, listen, the fed did a great job during the crisis a year ago. they've really made sure liquidity continued to flow and we didn't have some disaster when it comes to the financial system. but, you know, the treasury yields right now, the 10 and the 30 are coming off their highs. so it seems like there's a little bit of wiggle room here. >> thanks, liz. i think the way you framed it earlier at the top of the hour, this is a glancing blow. we have to keep in mind that the federal reserve is also keeping comments open relative to the slr announcement today as well as there's a gradual move in interest rates. financials have had a great run in the short term relative to the interest rate increase and also the value versus growth trade that we've seen play out

over the start of this year. i think as phil mentioned, there's going to be some volatility moving forward, but i think longer term when you think about a economic recovery playing out in our economy and also around the world, interest rates naturally go higher as growth occurs. and as a result, i think financials are still something that investors should think about over the balance of the year. liz: yeah, you know, as you look at some of these names, they have had a nice runup. the question is, do they continue as rates go higher? yeah, they do, if rates continue to go higher. gentlemen, thank you so much. boy, it has been one crazy week. think about it, you guys. the dow falling 350 plus points right, you know, earlier today, and you saw what happened yesterday for the nasdaq. it lost 3%. but as we go to the dow and why it's still kind of struggling today, there's another dow component, nike, that is still

falling, down more than 2%. the athletic wear maker says north american revenue was hit by port-related issues, mass traffic jams of cargo ships delaying shipments of your nike air force ones by up to three weeks. it's not just sneakers, folks, it's electronics, it is furniture. yes, cheese sitting off the west coast in massive cargo ships waiting in the san pedro bay to unload. even federal reserve chair jerome powell hinted the rise in prices is related to this very situation. >> -- on these base effects, we could also see upward pressures on prices as the economy continues to reopen. particularly if supply belt bottlenecks limit how quickly production can respond in the near term. liz: in fact, during his fed presser, twice on wednesday he mentioned the word bottlenecks. to the man working 24/7 to clear the bottleneck as the port of

long beach, executive director mario corridor row. mario, nike's blaming you guys. [laughter] they blamed their sales miss on products stuck in the ports that has inventory at distribution centers falling 20%. give us a snapshot of what's happening right now there. >> well, liz, thank you for having me. the snapshot basically is there's a high demand, consumer demand for products. so i think what we're having can is a surge here that goes back to inventory replenishment as a result of the covid-19 experience over the first half of 2020. we were in really bad shape in terms of the scenario here, epicenter, of course, is china. now we're playing catchup. and last i'll say, you know, part of what's going on is the e-commerce dynamic of many americans now buying their products online, and, of course, expecting the cargo to be here tomorrow. so we are having a surge of

cargo for a complement of factors. liz: and you're both the ringmaster and the star juggler of this tense circus. your port just hogged the busiest -- logged the busiest februaryerer in its 110-year history. ships are coarsing across the pacific from asia, give us the number of ships anchored in san pedro bay waiting to get into port to start unloading? >> today, liz, we have 24. that's a high number, but the good news is that we were at a height of 40. so it has stabilized somewhat. but needless to say, the surge continues. liz: what is the time that it takes to go from anchorage to terminal to unload? >> well, currently, because of the backup, it's anywhere from 10 days, 7-10 days. we were at 1.2 weeks.

liz: [inaudible] >> go ahead. liz: yeah. and are these containers completely full coming from asia? >> absolutely. they're full of products and, again, when you talk about construction materials, furniture, outside turn chu, landscaping -- furniture, land scaping, you know, many americans today particularly because they're telecommuting, other aspects, sheltering in place, they're spending their money in home improvements, construction, landscape and you name it. so, again, all these materials are coming from the epicenter of manufacturing, which is china. liz: you know, it's interesting, i've -- lately when i've ordered things online, and i'm going, well, what happened to that, it didn't arrive, i start to get mails from the company saying due to congestion, when it comes to shipping, that's our biggest problem. it's no longer what we saw a year ago because we covered it right here on this show where

there was a shutdown, pretty much. they were not allowing ships from china to unload anymore due to the coronavirus. so that's not the problem. the problem is people are ordering so much, china's shipping it in, but there is such a wait. do cargo ships that have food stuffs, fruit, vegetables, perishables, do they get any priority whatsoever? >> they do not. now, i will say that, again, we're making every effort to work on that issue particularly with the american exporters because of the fact, again, when you talk about food items, there's a limited amount in terms of how much of that particular commodity stays on the contain ther, particularly on the vessel. even though they do come on reefer containers, it's very important for that commodity. liz: you guys are kind of a proxy for our trade balance in a way. you know, we're buying a ton of stuff, so you've got foot locker and peloton and costco and dollar tree all waiting, and those are companies that are publicly traded affected by

this. but, you know, how lopsided is the loaded inbound versus the loaded outbound? not the empty cargo ships returning to asia, the full ones with our stuff that we sell. >> yeah. it's pretty bad, liz. and let me just say this, the fact of the matter is the importers, the carriers that bring these containers into the country, u.s. overall, let me just give you a rate, what the going rate is. for a container coming to the west coast, anywhere from $4-5,000, going to the east coast, anywhere from $10-12,000. so, obviously, it's a supply and demand kind of concept. so the demand for that container is at a high level and, unfortunately, there's not enough containers in the global commerce to accommodate the demand. liz: and yet sending our stuff there is pretty much empty. we'll be watching it. mario, good luck, and thanks to your hard workers who have been dealing with the coronavirus in

cases. we know how tough that is. thank you for coming on fox business. >> thank you so much, liz, for having me. liz: streaming into the end zone. multiple teams opening huge wallets to air nfl games. coming up, the rookie taking the ball straight upfield and the legacy media players you might want to bench from your portfolio in the nfl's tv rights blitz. and the boost/mobile battle taking a new turn, charlie breaks it on the tet a tet between the chiefs of dish and t-mobile. closing bell ringing in 48 minutes, dow is down 95 points. we're coming right back on this friday. ♪♪ (deborah vo) i was hesitant to get the hearing aids because of my short hair, but nobody even sees them.

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everybody else. what's happening? no more arguments? >> well, you know, here's the thing, liz, you know, and you're just as much of a troublemaker as i am on this story. liz: a redhead, yes. >> the redhead starts all the fights. [laughter] you brought on the t-mobile ceo who denied, peter adderton said he was kicking people off the 3g network of boost. remember, charlie ergen's dish bought boost, right? follow this a little bit. as part of the regulatory agreement allowed t-mobile and sprint to merge. the government said they were too big, they had to sell parts off. so charlie ergen buys boost, but those customers still need the t-mobile network because charlie ergen hasn't built his network yet. in the midst of all this stuff, they're supposed to have access to a low-cost 3g system for

their phones. this is people who are lower income, flip phones, things of that nature. but what's going to happen is at some point because t-mobile is moving to a 5g scenario, all those customers from boost will get cleared out of 5g network -- which is supposed to be good because it's super fast, but it's going to cost them money because their flip phones are not compatible with 5g. under the terms of agreement, they were supposed to have, like, a year or so to make that transition. ergen is saying t-mobile is forcing them off immediately, in the next couple months, and that's where the battle is brewing. the fcc is involved here now, from what we understand. and now what we understand, there is, there's been some movement for the two sides, meaning t-mobile and dish to patch things up, to have charlie ergen, from what we understand,

meet with mike sievert, the ceo of t-mobile who was on your show last week, and have hem sit down and hash things out because it's becoming incredibly nasty. listen, let's put it to you this way, not everybody can afford an iphone. there are a lot of people out there that can't -- liz: there are a million phones, charlie, can't either side pony up a one. of these -- a bunch of these white phones or whatever you call them? >> they compatible with 4g and 5g? liz: maybe 4g. >> i don't think they are. and i think that's -- liz: i don't have a 5g phone. >> what's that? liz: i don't have a 5g phone. i don't plan on spending $1,000 to get -- >> you have an iphone, don't you? liz: yeah. >> okay. some people can't afford that. liz: i know that. but i'm saying some of these non-apple phones are pretty darn good. >> yeah, but those are not the

phones that we're talking about. we are talking about people that are still, that don't have a lot of money. you know, flip phones. they use a -- there are still people that do that. and a lot of them are those boost customers. that's the type of demographic it goes to. it's low cost, it's for poor people. and then they're going to get stuck because they're going to get, have to pay more money if there's some, if this transition doesn't happen more seamlessly, at least according to ergen. and i think what's going on now is they're trying to work that out with face to faces, a face to face between mr. ergen, a notoriously difficult guy to deal with -- [laughter] liz: is it going to be a zoom, or does somebody have to go to him in colorado? >> yeah, that's a good question. [laughter] i don't have that level of -- [laughter] when i find out, i'll break it on your broadcastment when i find out if this is face to face or zoom, i will break it to "the

claman countdown." [laughter] liz, i think what's going on here is the fcc. if i was to gather, because i hear they're morning the situation, guys, get your act together or else. and that's kind of what's going on here. so there's going to be some, from what i understand, there is some movement to figure this out. as you know, ergen put out a statement saying t-mobile is reneging, this and that. it was a statement based on the stuff that mr. sievert said on your show and some of the stuff i was reporting from peter adderton, the former boost ceo. it got kind of nasty, it caught regulators' eyes. you know, this is a heavily regulated industriment t-mobile and sprint, the deal is heavily regulated, survived court channels, but they've agreed to a bunch of things. charlie ergen is going to have to build out his own network which he hasn't yet, so there's a lot of stuff going on here. but i think this whole thing with boost is something that caught the regulators' eyes because these are poor people

that could get i screwed here. and i think that's where we need to, just say, a peace accord maybe. the colorado peace accord. liz: all right. [laughter] we'll take it. yeah. exactly. the vail peace accord. thank you so much. charlie gasparino on this friday. look at ford. ford cruising into the close, up 2.7%. barclays hitting the gas on shares of the automaker, an upgrade to a buy on ford's gear shift into evs. shares right now stand at 1285. but tesla not happy dancing at this hour. why the cameras that helped its autopilot function if are now at the center of a new national security battle across the pacific. you've got to hear this. 38 minutes before the closing bell rings, the dow is still down 113, but the rest of the major indices are in the green. ♪

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♪♪ liz: china's military keeping an eye on its soldiers. we knew they do that, right? but it doesn't want tesla even glancing at them. china has banned tesla's electric vehicles from entering its military housing complexes. "the wall street journal" reports there's a security review that apparently shows tesla sensors can record images of its cars' locations. why now? why today? tesla may actually be coming upon in the high stakes political meeting between the u.s. and china. white-knuckle talks between the two nations in alaska started yesterday. today went off the rails pretty quickly what was supposed to be this four minute photo op turned into barbs thrown at each other from both sides. the chinese delegation supposedly kicked off a

15-minute speech in mandarin, no translator, ripping the u.s. for, quote, meddling in china's internal affairs. then tony blinken shot back, get us a translation. once they did, he called the cameras back and said china better stick to a rules-based world order or face a, quote, more violent world. i told you they were throwing stink bombs and walking in and saying, who wants coffee? let's get to gerri willis for today's fox business brief. hi, gerri. >> thanks, liz, that's right. happy friday to you. it has been a mixed week for meme stocks. stop -- gamestop is on pace to snap a three week win streak, down around 20% this week. another favorite of the reddit crowd, amc riding high on its movie theaters reopening in l.a. today. shares are up more than 25% this

week putting it on pace for its fifth straight weekly game. this is amc, the longest weekly win streak this august since 2019. fedex popping after a strong 3q earnings beat. the company said it saw unprecedented holiday-driven package if demand which offset the impact of severe winter weather that hit several of its largest hubs across the nation. shares of that company around 6% higher today. and the pet boom comets, petco getting an upgrade to a buy from bank of america securities saying the demand for pet products is expected to remain elevated. pet products will remain a growth category many 2021. petco popping 4%. up next, liz takes a closer look at amazon's $110 billion tv deal with the nfl. stay with us. ♪♪

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conventrydirect.com to find out if you policy qualifies. or call the number on your screen. coventry direct, redefining insurance. ♪♪ liz: first, the golden globes and now amazon has muscled its way into a huge win in the sports world. the national football league announcing today it has inked brand new tv rights deals with amazon along with disney, comcast fox and viacom cbs worth $113 billion. yes, it's hard to call this deal anything less than the greatest touchdown of all time. the league doubled its money in three of five, but its thursday night football rights jumping from fox and the nfl network to an exclusive streaming deal with amazon that has both the sports and business world stuck to this high stakes game. here to talk the future of the

shield and all the green involved is one of the best in both sports and business, reporter john orand. john, this is a big, major win for amazon. tell us what it really means. >> a lot of green involved. amazon has been making a bug push in terms of video -- a big push in terms of video, and it's been dabbling in sports so far. this is still a little bit of a dabble, although a billion dollar dabble, and it's not about gaining subscribers to amazon prime because they already have about 100 million subscribers anyway. it's about getting subscribers to stuck around longer, and they're going to stick around for three-hour football games now. and what they found -- they've carried football games in the past that have been simulcast from fox in the past. liz: right. >> people who come in to watch football games, they stick around and buy pay-per-views and watch other events, and they even buy a lot on the amazon

website. so there are a lot of tentacles where they can try to make their money back which is a lot different than tradition aal media right now. liz: i mean, do they want to own the world? [laughter] this is unbelievable. they have, as we just said, they got ten nominations for the golden globes, won three of them. who knows what's going to happen at the oscars. but now this big push, okay, a billion dollars for some businesses that is not a lot, but to me, you look at that and you see that the, yes, fox sports still has the sunday afternoon games which, to me, are the crown jewel, obviously, for the nfl. sunday games with cbs as well. but this is a big step for amazon. so i'm wondering who, of all of these very pricey deals, right up on our screen here, billions and billions, you must tell me exactly who is sort of on the losing end. if any of them. >> these streaming games at whole foods now.

i think cable companies generally are on the losing end of this because the nfl has basically bet on broadcast tv. you're going to be able to watch the nfl on broadcast television in 2033. and there's been a whole trend in the industry of everything's going streaming, and, indeed, a package went over to amazon. so businesses are going streaming, but they're still betting on broadcast television. but what's unique about this deal, liz, is that they're also hedging their bets with streaming. so nbc is going to stream its games via peacock, their streaming service. cbs is going to stream it on paramount plus. fox and espn, they have the opportunity to stream it on their, on their systems too. so you can be a cord cutter, you cannot have an antenna, and you can still see just about every single nfl game there is. liz: you know what's stunning about this, john? the nfl just pulled off an

unbelievable trick. ratings are down 7% season over season, and they got these broadcast operators to double in some cases the money that they pay. this is just crazy to me. but, yes, we know that roger goodell was very much a part of this. but let's not leave out brian's importance at the nfl network, wasn't he sort of the guy behind the machinations? >> network executives wondered if he even slept. he was working night and day -- [audio difficulty] liz: you know what? i think we just froze john's shot -- >> [inaudible] liz: oh, you're back. go ahead, john. >> 7% ratings drop that they experienced compared to the rest of television, that was nothing. especially in an election year.

the nfl and the networks were thrilled with it. that was about as good of news as they could possibly get, so the ratings are really holding up a lot more than the rest of the television ecosystem. liz: there are ramifications for other leagues. the nhl, the national hockey league, just moved some of its games away from its longtime home at nbc sports over to espn, $400 million deal, seven-year contract. you've got to tell me, did all of these networks spend and blow their wallet pretty much on the nfl, and who's left to really pay up for the nhl? do you see another new player coming in? >> $400 billion, that sounds so quaint, doesn't it? espn ended up paying an increase for the nhl. but there are other leagues,

especially small to mid-sized leagues, the nfl rights deal broke the market up. they took so much money out of this market, and if i'm the mls which is coming up, major league soccer n a year or so, i'm going to be concerned. if i'm the pac-12 conference, that's coming up in a couple years, i'd be concerned if i was them as well. the english premier league is another one that's coming up. nbc just paid a billion dollars more for football. i'd be concerned if i was them as well. liz: can you make a bold prediction, i'm going to put you on the spot here, these are 11-year deals with the nfl. where are we in 11 years? >> i think we are exactly where we are now where companies like abc, fox, nbc and cbs are going to be renewing their nfl deals. the question is, are they going to be owned by facebook, apple,

amazon and google. so we know where the trends are going. the trends are going to streaming, but big leagues still prioritize broadcast television because that brings in the biggest audiences by far. liz: yeah. i'm partial to michael strahan, terry bradshaw and troy aikman on fox. but we'll see. [laughter] >> you should be. liz: listen, i'd love to call a game. wouldn't know what i was downing, but it's great to have you. thank you so much. >> awesome to be here. thanks, liz. liz: boeing making a major move in new public/private space race. the major feat just completed by the aviation giant. and what an episode i've just dropped on my everyone talks to liz podcast. on this, you know, international women's month. i have landed the incredible cruise ship captain tate

mccue, she is the first american woman to captain a cruise ship after years, and i'm talking 19 years of working her way up the ranks, she gets a call from the president of celebrity cruises offering her the position as commanding officer. how she's doing it differently. listen to hear the loophole she found to get her first job on a ship in the first place and how she is trailblazing the cruise industry. it's available on spotify, apple, google, wherever you get your podcasts. this is such a great story. i really want you guys to hear it and let me know what you think. closing bell ringing in 18 minutes, dow is down about 85, s&p's up 11. the transports are rocking it, up 122. same with the nasdaq, up 106. we're coming right back. ♪ ♪

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♪ liz: can we take a look at the dow jones transports? folks, we just need to be up 9 a 5 points for a record close. check it, we're up 121 afterring having been in the red earlier today. you've got jetblue, all the big airlines, kansas city southern, all of the choo-choos, union pacific, fed education, ups, we already told you about fedex, it's up a 5%. nasa plans for a lunar mission later this year, just took a huge step forward after completing a key engine fire test of a deep space rocket made by boeing. boeing's up a quarter of a percent, but the 8-minute test at nasa's mississippi facility yesterday comes after a failed test in january in which the engine stayed on for a little over a minute. you need it to be on longer. the rocket now be sent to the kennedy space center to prepare for launch. nasa hopes to use the rocket for its first unmanned moon mission

in november. it'll be attached to the orion cruise capsule and guy significantic boosters -- gigantic boosters made by northrop grumman. what are we talking about here? larry kudlow gearing up for the top of the hour and his show. larry, these guys, spacex, virgin galactic, we are seeing a lot of public/private partnerships between nasa and companies including blue orange, right? this is jeff bezos' operation. and we are making leaps and bounds toward great things. youyou know, public/private partnerships are coming of age, are they to not in. larry: i am all for it. by the way, we had a few in the prior administration. by the way, that's how the vaccine was gotten. public/private partnerships make a lot of sense. now, on the space stuff, i'm all for it. the only question i have for you, liz, is public/private is good, but maybe we should just

put elon musk in charge of everything, the whole thing, government, public, private -- [laughter] he is the smartest guy on the planet. let's just let elon do it. what's your take on that? [laughter] liz: my take on that is everything except running twitter because, you know, i don't even know -- listen, we love him on twitter, but, you know, sometimes he says some things that each get tesla in trouble. i agree with you, larry. i think that in certain cases you need the public money, but you've got to have that partner with the private sector. and you've got some of the smartest people on the planet in the private sector. brilliant people in nasa too -- larry: that's the key point. i always worry a little bit about nasa. i don't want to bad mouth them, but nasa has a very bureaucratized, i guess they're going to put former senator bill nelson, who was a former astronaut, in charge of nasa. i guess that's going to be biden's appointment. i was never crazy about him as a

senator, but he is a patriot because he was an astronaut, i'll give him that much. but i think your point about the private side stuff, and you've got all these geniuses, put that to work. absolutely put that to work -- liz: larry? larry: one last point. liz: go ahead. larry: please, don't subsidize. let them run the money. maybe some r&d money, okay in but let them raise the private investment capital. they can all do it, everyone you mentioned. virgin airlines, bezos and, of course, musk. they can raise it privately. don't get into that game. liz: agreed. i agreed, but i do think, you know, without nasa you couldn't get spacex rockets up and vice versa. so it's just a fascinating new world for us. larry: did you agree? liz: we're going to watch at 4 p.m. eastern. larry: did you agree with me elon musk the smartest guy on the planet? liz: smart itself guy, you know, the gutsiest guy. larry: there you go.

thank you, lizzie. thank you, appreciate it. liz: you got it, larry. larry and lizzie. as we close in on 900 million -- 100 million doses of the covid vaccine being administered, one thing we know for sure, some things will never be the same again after this pandemic. our countdown closer says he's got three things he says will never be the same and three stocks that can stand tall today, tomorrow and forever in your portfolio. closing bell, we're nine minutes away. again, dow is down 144, but the transports are on record at the moment for a record close. stay tuned, we're coming right back. ♪ ♪ ♪ ♪ ♪ ♪

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the cruise liner says it's looking to set saw sail from nassau starting in june. not nasa, larry, nassau. royal caribbean says new itineraries will sail with vaccinated crew. you can see everybody's following here. we do have nclh up about 2.25% and carnival up 1.75%. okay, five minutes before we hear the closing bell, ending the week, the dow right now barreling towards its first down week in three. the s&p looks to snap a two week winning streak, and the nasdaq after yesterday's rout facing its fourth down week over the past five. now, what happens, right? we just heard that royal caribbean says things are coming back. look at the nasdaq here. the nasdaq bounced back after yesterday's 3% tumble. today's closer says big tech offers something old for something new. but that pandemic has changed some things, quite frankly,

forever. and there are familiar names that our ouncedown closer -- countdown closer says have the staying power. chief investment officer with $2 billion in assets under management is joining us now. hey, tryden. first of all, what's changed forever in before we get to the names who have changed. >> what has changed is consumer behavior's change. we have all learned how to shop differently, or work differently, behave differently, interact differently. and these big changes, what covid has caused is some forced adaptation, and we're probably not going to go back to the old way of doing things. i because of that, it's going to drive additional consumer demand across platforms, and we really sped up this adaptation, and it's going to go forward for a long, long time. liz: okay. so what works with that, what you have just laid out?

>> so when you think of online shopping, i mean, 84% of the consumers have tried something new. they've tried something online, 84%, 79% of those people say they're going to continue to do that after everything opens back up. liz: love it. >> they're not going to go back to the store thes. they love it, it's convenient, they want to go ahead and shop that way. so they've got a permanent change in their behavior. when it comes to shopping. when it comes -- and so that's amazon, that's one of the things we'll talk about. when it comes to how people entertain themselves, when it comes to gaming, you have an entire industry of gamers out there. i mean, when you think about almost every household has somebody who's gaming in it. it's even crazy, there's a whole new sport. people are watching oh people play games -- other people play games. and if you look at twitch, there's more than 3 million people watching other people play games at almost any given time. that's higher ratings than some of your competitors have in

prime time. so this is a very interesting phenomenon and how people's behavior have changed driven by this particular issue. and then again see how businesses are connecting. you have a lot of businesses, 25 million functioning just on instagram and not even having web sites. they're actually all going mobile if, all going virtual, all in that space. so it's a primary change of both consumer and business behavior driven by, accelerated by covid. liz: amazon, microsoft, facebook, you say, are the three names that hold steady no matter what the new normal is. talk to me about your perspective on where we go there here when it comes to treasury yields. the fed says, oh, it'll be short lived, but we saw the fastest jump, the ten-year low of last year, .5%, to where we are now, around 1.7%. it got to 1.75 yesterday, it's

at 1.72. that was the fastest jump, i believe, in that time span in history that we have seen. do you really believe somehow this'll start to moderate beyond what we see today and it's nothing to worry about? >> liz, i actually do, and part of this is concern about inflation coming into it with all this tremendous stimulus that we have. but we're in this moment where you have a certain amount of inflation occurring due to supply chain disruptions. so these things are going to level themselves out over a period of time. you're going to see some of the supply chains basically open back up. that'll affect prices at the consumer level, and you'll see some of this inflation fear abate as we go forward. tremendous stimulus coming into the market. but i think that, right, this is more of something that's going to level out over time. i'm not overly concerned about it. liz: dryden, lovely to have you. as always, thank you for your service. okay, here comes the closing

bell. yes, we are off session lows, but we've taken a little bit of a leg down, down 237 for the tow jones industrials. banks have really struggled, but the nasdaq, russell and the dow transports see green. that'll do it for "the claman countdown," it's time now for "kudlow." ♪ ♪ larry: hello, everyone. welcome back to "kudlow." i'm larry kudlow. markets closed mostly higher, except the dow which ended down, but we begin tonight with something else, a somewhat arcane senate rule. but it's a rule that could determine the success or failure of president biden's far-left, progressive i agenda and the success or failure of the economy. we know that the president has no real intention of going bipartisan on key votes. there is no unity. the democrats steamrolled the so-called stimulus package by using the 51-vote reconciliation. so it