chris cordero, chief investment officer at region atlantic. good evening, welcome back, nice to see you. >> good to see you. >> are you investing assuming that the economy is stronger than the market would suggest? or what's the strategy here? >> well, yeah, i think the market and the economy are stronger than sentiment would suggest. i think everybody's a little fatigued and feeling a little down in the dumps if you actually look at some of the numbers. you shouldn't feel that bad and i think the three stocks we're talking about really marquee brand names. all of them are selling below 10 p/e ratio. >> that's what you like, value stocks. one big name we've been talking about, you like apple, why if. >> i love apple. apple, if you can buy apple that is yielding more than a 10-year treasury with arguably better management -- i think that's a great deal. everybody's got apple products. everybody loves their products. they're making money. even if their growth slows, at this price, it's a great bargain. >> you've got a money center bank on this l

chris cordero disagrees. i kind of see both sides here, anthony..75% for a treasury yield versus two plus percent for apple, which would you choose? >> we are short china through kyle bass and through john burbank at passport. and so we do see that worsening, and that is also going to affect the banks. the yield curve is as flat as it's been since 2008. there's no way the banks are going to make money in that environment. i don't care what the fed does, liz. and is so this is a period of uncertainty after having six-plus years of very buoyant markets, very low volatility. we're in a period of uncertainty, and all of us on wall street know that the 10,000-year flood, liz, happens every five years on wall street. [laughter] this is a good time to be in the bunker. liz: i mentioned chris, he's still there, i believe. chris, you like ford. i found it very interesting the one thing in the aggregate that i noticed about all of the super bowl commercials is that the auto industry was back in a big way. the prius bank robbery commercial, you had, i believe

joining us, ron winer of rdm financial and chris cordero of regent atlantic capital. h of you. chris, i'll start with you. is it a great time to buy or something a little less than that? >> i think bill miller is absolutely correct. right now is a really excellent time to get into the market and buy stocks. we're seeing valuations that are terrific. i think a lot of the economic news that we see is really being overplayed. just thinking about -- i grew up remembering 73, 74 when the price of oil was just hammering stock prices as the price of gasline was so high. here we have the exact opposite situation and the market doesn't like it. >> ron, you've been raising cash since 2015. what is your view on whether this is a good time to buy and are you still raising cash and taking a more defensive stance? >> well, i'm not so sure about this market. i don't think anybody is. everybody has an opinion. but the truth of the matter is there is a lot of unchartered territory. we have negative rates on european debt, china and everybody else lowering their currency. we have a lid