daniel bush bucket. daniela's won iguana showed her and i knew your money less. more about it. when you go to work, really? is nigel. everything's in ruins. buddha, the sister refused to leave the house. no, swan mam. sure. no, no issue. nice condo on there. no, no problem. no lila. oh your call is susan brown to your new. mm. mm. a word. no hood, gord, davosto, nobody knew negotiation with sure. sure. sure. sure. and especially with just need to really a little bit. i just know that will it was almost hit the little done with my yeah. with you, my police a done was just wanted me for point the way to probably for the, for what your wife why live? i used to work with my c volunteer with the dealer auto. so we, we deliver a shift, shuffles almost a year, which would be good. you want to talk with you to school? no stress. i knew that in front of you, william rafer, did he just for his whole was i'm not sure we have a good evening. you paula, my dizzy. just my see is it was that already jillian, steve, this is not that no one if this is a name, so if it will just be to them is su

just when you know, but you know what the guy was so good the horn there. blanca thomas system, daniel bush. ah ah, with ah . with mattresses both, both the models you need to do both. got nelson's new with a grain already. a lot of them bought a they need a with a personal number the of a with a new little yes. no, no. the only like wait near dollar her name by yes. when you know what i see, she asked no, you don't. can you by, you know, was idea either smith, she has brought you from us. i told her us, nobody with you. my train pride because i should have gotten a contract. no contract to meet each a total. but we don't just keep us lost by source from a piece, a union greenacres. she had to bill more pro pride. yeah. a key whereas the skin wasn't not holding. mm hm. as gramma 20th, we insure the show of one of the common talk, the new school bus number of students with miss of if you close to the 1st mr for your friends, be good, i'm sure you're going to be starting your foot on the me. you know, somebody look at the 2 story passcode when you're brittany of was new. she next toyota broug

while you other countries to fight their war, we can with you see loosely region and the bushes, the shut earlier. daniel coach. explain what's your jacket, michael, posting or dinner initial? no. a demand started homes on march. along with our stock predictor scholar, girls show the absolute data. ah, now she did a motion against the lords of so boy the very a border trip. so at nist 9 but number those they add another you know, allows when it's anonymous. b lazley of united spivey dining at the go it on store and i see at the national she don't go you ma'am? we missed it. we cielo bruce. hello, amy dawn because i noticed them got it. nice when the jelly, a scholarly buckeye east, at the bonded ot becca and the east madison. it is shaped on it are still bored by those out. so she was fido of the sad glitter.

she had their mean or jo mean measure it, but shauna whenever you use the daniel comb with the the belinda bush or gram yamaha will dora. yup. and they mark oh oh oh oh go to a girl. we're hearing lots about environment and climate change in what's happening in the world. do you think the, the world and government around the world are doing enough? no, no, no. no, no, we're going to withdraw you it day. you know, bloomberg hello can hear it. lou, it doesn't go in the air. i see the book all really visually tally gay here, bro. and i'm going assume in the national, near, but i don't know if the current game will go up or shot a month. the goal of the variable, it is a bery much purely my political not the new moon afford of sullivan. eric or who's doing that is you can give in that he will vote for she'll give me a feel is usually for a long but a i guess as everyone there she long recently mike, you're going to see me for the kid. what exactly equal he hello, money they dropped below. if you'll give you she watch in the water and this year. boy, you're sitting neurontin a little but you're goin

loosely, we did on the bushes, the chateau earlier, daniel told him, for one more seal jacket, michael pushing life or more than initial no. i knew you're from gordon and started from long while coach long or start kreuziger scholars. you girls show me actually diatra. ah, now she did a motion against the lords of so boy, a boy, the turret. so at this now i'm in my number those they add another your know, roslyn. it's anonymous. be allows me of, you know, it's very dynamic at the go it on store. and i see at the national she dorm going, bam, we missed it. we cielo bruce. hello amy dawn because i noticed them got audi nice when the jelly, a scholarly buckeye east, at the bundled, sued by guy and east madison. it is shaped on it, does still boyd by the way, that's up to his bottle of his out. give it a badge, a severe luther. yet beneath the mustard cisco light soil, slower, slower wood, beast workers, the rag, useless shade is the cielo include them, or we were in a lot her did abusive board dinner. but to the dime still my gut though we affect you, avoid it mr. just that a thought don'

ah, my daniel, if you go and you shall not, who shall not bush and on my down in that'll be shy the gore. where did you wanna border a shawl? not old. with a question of not in the bush. i guess she lady surely rust me up is no i for the much that would be stupid. this is a shelly, i'm to consider a song, a cigar. can it be what, what it was on a home, they call you beast. i mean that it was for them. cook with the employees, not gonna be home. she, she knew me yet. ah, ah, desa lugens done it. and mary, you poke people again to full militias. yeah, got you got to talk to people as my dummy. are you doing? quite a few of them look at all as a view, as he can look to see what he sure of the aircraft scheme. you do, you're going to go up to put it in there and it will be earlier. i need you to bring up a legit. deborah reported to me that old you my senior you based on your boss with the horrible bridge or see what you brought on another bus with almost done, but some of the people call them and you almost are both mediate with a go to school. when you get over a ceiling, i'm not familiar

joining us right now is we'd bush securities managing director of equity research, daniel ives. saying the secular drivers around the cloud, cyber security, the new digital age, not going anywhere. where do you allocate capital today in a market that's down 30% year-to-date on the nasdaq? >> i think it's have and have notes playing out in tech. i think you want to be exposed on a lot of the enterprise names, names like microsoft. i think google on the cloud story continues to be positive and names like -- in cyber security, names like palo alto and z scale and apple continue to be our favorite. but consumer led names, especially the social media, i think those will have hurricane like headwinds and rieu cube rue you want to be exposed to enterprise names. i think you see tech stocks second half rip higher. maria: as we see more layoffs within tech, tech is laying people off at the pace we haven't seen since 2020, beginning of the pandemic. tesla laid off nearly 200 auto pilot employees yesterday after shutting down one of the company's silicon valley offices. want to show you th

daniels, thank you so much. cnbc's dom chu and in an absolutely extraordinarily difficult position. as most white houses during economic downturns find themself in, when you're talking about george h.w. bush in '91 and '92 or jimmy carter in '79 and '80, you have biden in a position where there is very little he could do to turn inflation around. >> yeah, the unspoken truth, but they wouldn't want to say on the record if there is going to be a recession, it is better to happen sooner rather than later. in order to get past this so by the time they get to re-election in 2024, the economy is zbog strong again and inflation is under control. a lot of democrats on the ballot this fall wouldn't be happy to hear that. don't want to that they would basically be sacrificed to an economic cycle that is out of control. but that is the reality. the midterms may be beyond the ability of the democrats to change the economic atmosphere for and therefore they're looking at least in the white house, they're looking at a four-year you know situation rather than just the two-year situation. >> all right. peter, still ahead on "morning joe," a move there florida that could delay the covid vaccine for childr