makes people generally more skeptical of elites and global institutions, and the controversy of david hisron having a stake in father's fund that was domiciled offshore. no implication of thorny tax issues, but it didn't look good. you really want to watch these polls in the coming weeks to see if it will have some momentum. scarlet: not to mention the dutch trade with ukraine. joe: signs of aligning that it could be spreading in the british government. scarlet: before june 25. you can see all these charts and more on twitter. alix: i want to bring in our guest, joshua dietz, a portfolio manager. look cross you asset, everything looks like it is stuck in a range, whether it currencies, ors, commodities. what kind of catalyst is needed to jolt us out? startingices, we are to see, will be beneficial. at alpine, we think a great way to take advantage of the markets is with infrastructure companies. infrastructure? if you want safety, go to infrastructure. but you don't necessarily consider that a safe investment. joshua: we do consider it steady, predictable cash flow. those are the kinds of co