stay with us we're going talk more about the market, joining us is david bianco, cio. nice to see you at post nine >> thank you >> so when we were in the makeup chair a few moments ago, you were trying to tell me utilities are a sexier bet than big cap tech >> i'm not sure i would compare utilities to big cap tech. i would make the point utilities are the under appreciated play on electrification electric is the future related to vehicles andother clean forms of energy. the utilities are the big player here if you believe that natural gas prices are going to stay high, i think natural gas is the critical commodity for this decade natural gas prices, electrification, inflation protection, i think utilities are a good gift to equity investors. >> it sort of speaks to your broader view, david, which is that you're not chasing the rally. youdon't necessarily buy it. >> i wouldn't chase the rally. this rally has been faster and earlier than we expected 4300 is a big number on the s&p 500. not held today of course it's a market of stocks, but 4300 i think doesn't acknowledge