rbc's gerard cassidy has his top picks. when "fast money" returns. >>> missed a moment of "fast?" catch us any time on the go. follow the "fast money" podcast. we're back right after this. (grandpa) i'm the richest guy in the world. (man 1) i have time to give. (man 2) i have people i can count on. (grandma) and a million stories to share. (vo) the key to being rich is knowing what counts. >>> welcome back to "fast money." banks holding object post-fed decision and cpi gahns. the s&p regional bank etf climbing up 2.5%. the big banks up more than 2%. both groups lower over the last few months, but current fed policy supports upside for the banks, according to gerard cassidy. the cohead of global financials research at rbc capital markets. a multi-year top ranked investor. gerard, great to have you with us. >> thank you, melissa. >> so, in terms of your expectations for the fed, the baseline, in terms of your bullish outlook for regionals, is what, in terms of cuts? or is it sufficient to know that this is probably going to b