we will be talking to andrew zatlin, founder of southbay research, next.s is bloomberg. ♪ this is bloomberg. ♪ ♪ caroline: today there were some pretty negative signs around. no economic stimulus, covid case is surging here and in europe, stocks tumbling in every sector in every pot of the world. our next guest will be giving us a healthy dose of optimism, of course. -- one of the things that caroline: we are having technical issues with joe. romaine, we will be looking perhaps at the glass half-full potentially. everyone is worried about the economic fallout but some still are saying there is an opportunity for growth. romaine: yes, let's bring in our next guest, andrew zatlin, southbay research founder. he wrote an interesting piece talking about the recovery and some of the conditions underlying the recovery. i went to start off with the consumer spending side and where you see if at all glimmers of hope? andrew: i look at this whole situation as a very interesting, unprecedented situation. this is a self-inflicted body blow. let's keep that in mind. we