david: thank you very much we will see you at 12 on "the big money show" the new two hour version, david bahnsenr know you love the stocks start with mole was. >> unfortunately this is a regular company that makes money and does things is not a ponzi scheme and is not issuing stock. >> your calling it a ponzi scheme. >> the micro strategy is issue stock user to buy bitcoin in it trades at double the price of the bitcoin that he owns is a pretty good business. >> ups why do you like them. >> ups and dropped quite a bit because they cut the amazon order by 50% why would you like that though the west margin customer there totally redoing the business there really fixing what needs to be fixed long-term and you're getting a 5.8 dividend yield while you wait. >> that's a big dividend yield, thank you very much coming up the democrats say they are ready to shut down the government to try to stop president trump. listen. >> for us to support government funding and not wait for that to turn around to dismantle the government that is not something that should be allowed. >> why are democrats so opposed t

wall street journal is calling this the dumbest trade war in history, that was over the weekend, david bahnsenith me the dumbest trade war in history, what is your take on this. >> of all of this goes forward i'm afraid i'm on the journal side i hold out hope that there's a way to build this bakken a few days into it gets harder then the prices go back and forth in a get stickier, i was support of the president street deal in the first term, he says the ripping us off i feel like trump supporters don't realize they're coming down on the trade deal that president trump himself did which was a good trade deal. i'm against this it raises prices, fish just to negotiate for better drug deal support, bordered control were getting past the turn of overturning. stuart: what are the consequences if it drags on my dragon on i need a couple of weeks. >> manufacturing goes down, yes activity goes down as a higher cost into the system and it puts downward pressure on economic growth we need tax where you get less of it. stuart: i was watching kevin hassett earlier this morning. this is not a trade worth th

want to bring in bahnsen group with managing director david bahnsen.you just had this conversation with your subscriber scribers and others -- subscribers. >> yeah. i've been focused on it since the election because i think secretary bessent is someone who understands financial markets, and he understands not only do they tell you things, but you can use financial markets to affect policy. very, very smart guy. charles: is so let's talk about tariffs. it's so funny because i saw a piece from bessent a year ago a, he's like, hey, you know, hold off on these things, right? if this the one is from goldman. a lot of folks work out there, their work is always a great. their baseline showing, i think, a 4.7 basis point move. but also on the other side of this just moments ago, maybe an hour ago, the e.u. offering to to lower their tariffs on u.s. cars. so there's a negotiating part of this and then the actual part of this. i me you're not a tariff concern i know you're not a tariff guy, but what yo do you think of the role hay play may over the next year? if