"bullseye brief" author and founder adam johnson, and capital management co-founder doug flynn. good to see you both. look we talk about tariffs at length, adam. i'm not terribly worried by them. doesn't seem the market is terribly worried by them either. why are they not able to be that concerned? >> nope. it is all about negotiations. if you rook back at the original steel and aluminum tariffs they immediately created a carveout for canada and mexico. guess what, canada, mexico account for 30% of all the steel and aluminum we import. it was never about going after japan. it was never about creating a true barrier. it was about raising the stakes going into the nafta negotiations. we see this time and time again. the bark is worse than the bite. the markets get past that. trish: do you agree with that, doug? >> i agree. we saw the chief salesperson of the united states it is all about making the united states a safer place and all about the negotiating process. i agree quite a bit. trish: would you say this is a good thing? this is what the u.s. needs to be doing? >> why we put