-- hard to believe time has flown that fast and you got a call from one of our favorite guests, amy zhangeen on this show many time, one of the top rated fund managers in small and mid caps apparently you guys are talking this rotation looks like the real deal this time >> yeah, amy zhang is a spectacul spectacular mutual fund 34g man, she is wicked smart. yeah, she and i talked last week as a matter of fact. and she is bullish and so am i i think stocks will go up. >> there was a report in bloomberg that on wednesday $1 billion went into the iwm russell 2000 small cap etf, a billion bucks in one day into small caps, the most ever recorded are you a believer in small caps >> i do believe in small caps. i mean, the out sized returns tend to come from small cap stocks because they have the best growth characteristics in terms of earnings. you know, we manage hone we manage money in basically small, mid caps and even in large caps >> is there wong part of there e market that you are scared of, that you think is ripe for a fall >> no, i think stocks are going up i think we're in a secular bul