here is the asset managing partner, doug clinton. it's great to have you on.you mean when you say you believe that we have an ai bubble ahead of us. how is that expected to play out? how would you tryto benefit from it? >> mike, i think we are basically in 1995. and in the 2000s. in our view, we will have three to five years of those stocks that are continuing to work higher and those stocks with the exposure getting higher in many cases that we will see higher earnings as they build out the infrastructure included. then we will get to a peak at some point and that is what happens with every bubble. three to five years with that. that is where things will get hard. it's always fun to play bubbles on the way up. it's easy to cheer, but you need to find liquidity when they take hold of the market. like i said, i think we are not there yet even though we've seen th the plus year. >> and nvidia is clearly benefiting from the increase in revenue off the buildout of ai capabilities. but seems to be benefiting from the fact it is the one wedly acknowledged play on th

let's go to doug schroen on that, former clinton strategist and isaac, the politco reporter. e go? >> it would go to nikki haley, 90, 95% to 5%. christie's whole campaign has been in a validly anti-trump change oriented campaign. particularly in new hampshire it will be a real shot in the arm for governor haley. i think it could well potentially give her the momentum to win the granite state. >> neil: alex, what do you think of that? this one poll -- not all indicate what cnn and university of new hampshire poll have shown, that nikki haley has pulled within seven or eight points of donald trump, again, something like that could tip the scales mightily. >> yeah, absolutely. haley still has -- she's got a tough path to nomination for sure. if certain things go right for her in the next week or two, she could have momentum heading in to new hampshire. if she finishes second in iowa ahead of ron desantis and heads in to new hampshire with christie dropping out, that could give her a head of steam potentially position her for a close race with trump in new hampshire. after that, t

bill clinton is on the list and apparently he is not the only big name. doug luzader. >> douglas: there have to be dozens of people awaiting the names that are expected to include bill clinton and andrew. epstein was determined to have committed suicide in a jail cell in 2019. a judge gave those named in the document until first of the year to make their case and the names involved with epstein including friends, employees and recruiters can be released. >> i think what the judge has done is smart and good in the interest of transparency. i think her making as were of this information public while weighing privacy interest of the victims has been good and helpful for justice and greater good. >> doug: many names have already been made public. as far as clinton is concerned, there are no allegations of wrongdoing. the names could be released as early as today, exact timing remains uncertain. we believe the documents include 150 names. >> todd: doug luzader, a lot of nervous people in new york, d.c. and throughout the country. new video showing large groups of m

paul: let's bring in pollster and former clinton adviser doug schoen.to see you again. >> thank you. paul: so you've got the president and his campaign made the decision they're not going to run in new hampshire, but they are -- there's a super pac there trying to gin up a write-in campaign. was it a mistake not to run there this? >> i think it was. i think an incumbent president should run everywhere. the inter-knew seen battles of democrats to state and party, i think, is lost on the voters. joe biden should have put his name on the ballot, run and i think most would expect, won an overwhelming victory had he campaigned the way a president should campaign. paul: of course, their calculation since we're not on the ballot, who cares how well dean phillips does. but you know them, there are a lot of new hampshire democrats who resent the fact that the president has skipped the state, perhaps they'll cast their ballot for phillips for that reason are. but how well does phillips have to do in terms of share of the democratic vote to make an impression on t

knew about, like prince andrew, billionaire glen dubin, french bill jean luc brunel, aid clinton's former aide doug> jennifer freeman is epstein victim jenn, a lawyern extraordinaire. vi through these documents? >> i know there's a lot as anything besides the bill clinton name jumped out at you.t >> well, what's one oft is the things that's interesting is it's not exactly what we expectxactly it or we're told to no list of names. there's lots and lots of document notes that needwhats to be examined and studied and see what's in there. a lot of it we already knew ork could have anticipatedor. t of there's a lot of discussionssio by maxwelln by about, all of the reasons why she and she did nothing wrong. g wri do think that the informan about clinton was quite interestinboute intereg and als, a victim, reported being on a helicoptere vict with him andh maxwell and there was another statement that she made that absolutely clinton was on the island, which is very different than what we'd heardet previously. we reported that he wasn't on the island. again, hare islad to say who to believe, of course, bu

paul: doug shown was an advisor to president clinton and the presidential campaign of michael bloomberg. welcome. look at these polls, it looks to me as if the president's 2020 coalition is fracturing. what's going on. >> another bride widespread dissatisfaction with his job performance generally. specifically with his performance on the economy added into the two international conflicts that are raging. people basically want to change and we are seeing among support groups like african-americans and younger people substantial hemorrhaging. the president on his record is probably not reelected under current circumstances. >> the numbers really striking is the black vote support, no democratic president as support african-americans in the 60s for the rest of the electorate and trump winning among hispanics is that a function of the same dissatisfaction or something else going on? >> i think there is something else going on. hispanics have a couple of additional concerns, they tend to be much more traditional values oriented than the rest of the electorate. many of them are anti-communist

and doug was a big supporter of bill clinton.ton, he made adjustments after the first midterm and said things like the era of big government is over, the end of welfare as we know it. he didn't double down on going left. he moved more to the center and it served him pretty well doing that. i only see biden doubling down on nothing because there's not a single policy success that i see that he can run on. >> biden is in a real conundrum because there's not a single measure he can run on successfully. he's underwater in every polling category that you can think of whether it's the economy, immigration, you go through it and he's just not going to win on any single issue. most incumbent presidents can run as a referendum, saying you want four more years of what i've done for you. or let's finish the job together. he can't do that because nobody wants him to finish the job. those numbers are very good for him so the only choice he has right now is a choice between good and evil. he's painting himself as to the choice, donald trump is

unlike and doug was a bis ang supporter of bill clinton, bill clinton, he made adjustment bill clis after the firstd said midterm and, you know, said things like the era t of bn government is over. the end of welfare as we know it. he didn't double dow welfare anm left. he moved more to the centerovor and ate to tit serve it served e well doing that. sionly see biden doublin bidengn on nothing because there's not a single policy succesngs that. >> i see that he can run on in . >> biden is a real a real conundrum because there's not that he canheret a run on successfully. he's underwater in every every'a category that you can think of, whether it's the economy, immigratioethen. you go through it. and he's just not going to win on any single issue. issue. and on top of that, you know, most incumbent presidents can run as a referendu sidents m saying thisyo is, you know, this is you want s four more years of what i've done for you or let's finish the job together. thosan't dh er.he cano that. nobody wants him to finish the job. in fact, those numbers are horrific for. s him. so the only choi