joining me is dan clifton, head of policy research at strategis.hings people need to start thinking about >> first, thank you for having me i think we've been in a three-month break from tax policy since senator manchin said build back better is dead in december. now we're in a period as the supreme court pick goes through and gets approved in the senate, there will be a big shift to tax and spending policy in the second quarter of this year. and with russia/ukraine and everything else going on, i don't think this has been top of mind for investors and you're starting to see these negotiations begin to come back. investors should be focussed on where we are now, let's think about what the democrats are trying to do they're trying to cast renewable energy spending at 600 billion they're looking at health care provisions like expanding medicare or medicaid if you put those two together, you need about $900 billion of revenue over the next ten years and senator manchin is asking for even more tax increases for deficit reduction. there is some level of