chris harvey of wells fargo securities good to have you back on earlier this summer, you called for a 10% rise in the overall market it happened. a lot of people thought you were nuts it worked out for you and your clients. congratulations on that. are you shifting that call from the broader markets to the smaller names? >> that's right. >> our price target is $33 we're sitting right on top of that now it's about rotation. we're looking for areas where we can grasp sicyclicality. the last thing we want, easy comps in the first half of next year you can find all of that in small caps we're starting to rotate the portfolio away from the last year, two years. it's a walk not run situation but we want to rotate, we want to get more cyclicality in the portfolio. ultimately we think at least in 12 months we're going to be in a much better place with regard to the economy. >> i was going to say this is a pure economic call, is it not. the large cap stocks have a fed aspect to it we get it. smaller cap stocks largely rely entirely on the american economy. the american economy goes in the tank

harvey of wells fargo embracing cyclicality. chrisk at a lot of cyclicals they are all too national. if you look at valuation and balance sheets, they are very good. the things that are contrary opportunities, the things that are tied to the economy are the things mispriced at this juncture. jonathan:

chris is going to give us an overview of what the government is trying to do to tackle this issue head on. and then we're going to go into a discussion with mark harvey, another colleague who most recently was also in the national security council along with me, the senior director for resilience, so the person who ie in charge of coordinating all the initiatives and chris and other colleagues were engaged in that are directly related to election security and integrity. mark, after leaving the national security atcouncil, spent the t several months as a resident fellow at the harvard institute of politics where he was also d trying to work to create a sort of public outreach on these issues is that people would understand what's involved and the various issues of election interference and the firms we've all been concerned about since the 2016 elections and the 2018r midterms. mark will also be t joined by d david becker. david becker is the executive director and founder of the center for election innovation and research, a nongovernmentaln agency devoted to this issue today. he spent many years at the pew opsearch foundation looking at polling and

harvey milk photo center focuses on adult classes. and saturday workshops expose youth and adults to photography classes. >> coping with covid-19. today's special guest. >> i am chris manners, you are watching coping with covid-19. my guest is the director of economic and work force development here to talk about the programs the city has in place during this crisis to help small businesses and vulnerable and disconnected residents. welcome to the show. >> thank you for having me. it is a pleasure to be here, chris. >> start by talking about gift to sf. it provides many of the resources we are talking about. could you tell us a little bit about the focus of gift to us. then we will talk about specific programs. >> i very much appreciate the question. for anyone who is watching right now, so much of the work that has been accomplished to serve most vulnerable is because of very generous donations to the give to sf covid-19 response and recovery fund. over $28 million has been fund raised to support areas as important as housing stabilization for vulnerable communities, food security programs which has been a big issue not only in san francisco but up and down califo

harvey milk photo center focuses on adult classes. and saturday workshops expose youth and adults to photography classes. >> coping with covid-19. today's special guest. >> i am chrismanners, you are watching coping with covid-19. my guest is the director of economic and work force development here to talk about the programs the city has in place during this crisis to help small businesses and vulnerable and disconnected residents. welcome to the show. >> thank you for having me. it is a pleasure to be here, chris. >> start by talking about gift to sf. it provides many of the resources we are talking about. could you tell us a little bit about the focus of gift to us. then we will talk about specific programs. >> i very much appreciate the question. for anyone who is watching right now, so much of the work that has been accomplished to serve most vulnerable is because of very generous donations to the give to sf covid-19 response and recovery fund. over $28 million has been fund raised to support areas as important as housing stabilization for vulnerable communities, food security programs which has been a big issue not only in san francisco but up and down califor