hacker me the shot went down seeing about that, john lonski jumper in here, because we are waiting on dan nilesht now, and i want to get your take on macrostory. dan, i want to stay right there going to fix in a come right back then your take on if you still see magnificient 7 as the place to put money stay with us march jobs errors out 10 minutes' time. dan niles will be back in two minutes stay with us. . not all caitlin clark's are the same. caitlin clark, city planner. just like not all internet providers are the same, don't settle. get real deal speed, reliability and power with xfinity. she shoots from here? that's kinda my thing. get the real deal with xfinity internet today, and get fast speeds and a reliable connection to all your devices in the home —even when everyone is online. when people come, they say they've tried lots of diets, nothing's worked or they've lost the same 10, 20, 50 pounds over and over again. they need a real solution. i've always fought with 5-10 pounds all the time. eating all these different things and nothing's ever working. i've done the diets, all the diets

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maria: well, i've got to say hearing dan niles say i don't like apple, to me, is a big deal. [laughter] >> well, maria: we're going to get earnings in about a week behalf for the first quarter, dan. what kind of an earnings season are you expecting? >> i think it's going to be a great one if you're a stock picker, it's going to to be an awful one if you're just investing based on theories of where you think the world is a year from now. was last year -- because last year every stock in tech maybe , i think earnings are going to really come to the forefront of this. and so you've got to get the right names trying to find where with impinge you've got a company that's in the rfid space, it's involved in tagging all the items that get shipped to supply trillions with city. new york's mayor $750,000 to use the verrazano move to basically suspend that payment, but it was quite revealing, frankly, that the mta is so thirsty for money that they would do anything. and the marathon of money year. it's a mismanaged situation, and the people who are going to get nailed are the hard work

maria: well, i've got to say hearing dan niles say i don't like apple, to me, is a big deal.e going to get earnings in about a week behalf for the first quarter, dan. what kind of an earnings season are you expecting? >> i think it's going to be a great one if you're a stock picker, it's going to to be an awful one if you're just investing based on theories of where you think the world is a year from now. was last year -- because last year every stock in tech maybe , i think earnings are going to really come to the forefront of this. and so you've got to get the right names trying to find where with impinge you've got a company that's in the rfid space, it's involved in tagging all the items that get shipped to supply trillions with city. new york's mayor personalized financial advice from ameriprise can do more than help you reach your goals. -you can make this work. -we can make this work. it can help you reach them with confidence. no wonder more than 9 out of 10 of our clients are likely to recommend us. ameriprise financial. advice worth talking about. when you need to p

maria: well, i've got to say hearing dan niles say i don't like apple, to me, is a big deal.hter] >> well, maria: we're going to get earnings in about a week behalf for the first quarter, dan. what kind of an earnings season are you expecting? >> i think it's going to be a great one if you're a stock picker, it's going to to be an awful one if you're just investing based on theories of where you think the world is a year from now. was last year -- because last year every stock in tech maybe , i think earnings are going to really come to the forefront of this. and so you've got to get the right names trying to find where with impinge you've got a company that's in the rfid space, it's involved in tagging all the items that get shipped to supply trillions with city. new york's mayor [alarm beeping] amelia, turn off alarm. amelia, weather. 70 degrees and sunny today. amelia, unlock the door. i'm afraid i can't do that, jen. why not? did you forget something? my protein shake. the future isn't scary, not investing in it is. you're so dramatic amelia. bye jen. 100 innovative compa

dan niles, portfolio manager. dan, great to have you with us. talk a little bit more about this potential impact, does it complicate a soft landing narrative? >> i mean, it does and it doesn't. on the negative side, it obviously does ahead and feeds into inflation. so, you know, you transport all your stuff to your grocery store, you fill up your gas tank, you heat your home. so that's a bad thing for the inflation numbers coming out. but the fed's also, to some degree, part of the reason why inflation is as high as it is, the consumer is pretty strong, you can argue that's because of the stimulus left over from covid. but you are spending more at the pump and spending more for milk and eggs, et cetera. so i think it's a push-pull on that, but i think it feeds into the narrative that the economy is pretty strong, and it's just one of the things you're going to have to deal with. >> dan, when do you start to worry if we see oil prices go higher? >> well, i think you look to the markets to understand that. but i think you're going to get an import

i want to bring in satori fund founder portfolio manager, dan niles.l wisdom were to shift, right, forget about any rate cuts, say there is no rate cuts for 2024, does that mean the rally is over? >> no, i don't think so, but i think what it means what we've seen so far this year which is earnings are driving stock price moves which by the way wasn't the case for the last two years, to put it in comparison. i mean you go back to 2022, fed was in the fastest rate hiking cycle in history. "the magnificent seven," you know, dropped 46% or so that year. last year when the fed stopped hiking rates and we were anticipating a 1.7 rate cuts "the magnificent seven" rallied i think 46% or so for the year. now if you look at this year, they're up as a group around low teens but there is massive bifurcation based on earnings where tesla is down nearly 40% as numbers keep coming lower. apple is down 13% as numbers keep going lower and the three best performers are ones where the numbers keep going higher which is meta, amazon and nvidia. so without rate cuts what y

dan niles on whether the street can turn on the sector. >>> u.s. transportation secretary