i think we're going to have the ceo here tomorrow, degas what do you think about owning these shares right now >> yeah, so splunk is a company that what we're seeing right now is we evaluate this company as really more a market perform we're not looking for splunk at these levels to outperform the market so we would not be buyers because it doesn't meet our buying criteria. and so what we're seeing, though, is that it does have top quintile profitability but also there's an issue of will they be able to continue the growth in their annual reoccurring revenue, and that's a concern because what we would like to see in the print is that they are talking about a 10% annual recurring revenue growth and we don't know if that's going to happen if that does not happen we could see a major decline in the stock after the print. so that's -- we're very concerned about splunk at these levels >> all right and we will see about that not only the results as we mentioned, we have an exclusive with the ceo here tomorrow, we can talk a whole lot more tomorrow gary steele will be joining the program, d

thanks to his catalan friends and also thanks to paintings from his friends like toulouse-lautrec, degasoved to picasso's development of his own style. >> this painting was a gift from picasso to the museum. can you tell us about its inspirations and what it says? >> in the months of august and september 1950 seven, picasso created a series of 58 variations inspired by this masterpiece painted by spanish artist velasquez. picasso consumed the world. he represented himself here as a painter looking back on the masters of the golden age. the variations we have in this museum are extraordinary and certainly a major reason to come here and see the collection. ♪ >> in 1936, picasso was successful, prolific, and established in the french capital. meanwhile in spain, general franco was attempting to overthrow the republic. in 1937 with the help of nazi germany and fascist italy, he carried out the bombing of the basque town of arnica -- of guer nica. it changed the course of picasso's career. >> [speaking french] >> [speaking french] >> first, he had a project for the international fair in pari

. >> if you degas and get inside gary gensler's mind. he used to teach a class on bitcoin at mit. is rejecting all of these. there's the point where his job is to protect investors but from what, themselves. >> i'm not a guessing man i have too many investors i only point to sec filings that is that they do not believe there is sufficient surveillance over the underlying bitcoin market. if you take a step back when the sec approved bitcoin futures etf applications they said they have enough surveillance over bitcoin because the tide between the bitcoin futures that trade on the cme group in the bitcoin market. now we believe that the sec already has the tools to approve spot coin and others. liz: blackrock everybody got kicked up about blackrock and bitcoin talked 30000 when it filed its application and had to re-file and mentioned to the surveillance company would be they mentioned coinbase. who are you mentioning azure surveillance. >> let's talk about surveillance sharing it's not from the issuer not from grayscale or but blackrock it's between coinbase and the ets nasdaq nyse