gerstner was visited by their excellency count potocki.conversation , except to watch the farewell of their excellency, where i, touch, vasily, touch, met a shepherdess, the shepherdess, the shepherd's horn began to play, the melody flowed like a stream, and love was born between them, on getting a much larger sum, but not giving horses to his adversary, but he’s a foreigner, well, a foreigner, well, how long will we we will lick the asses of all the italian tenors, we bow on the train to all the visiting french hairdressers, my god , my god, tell me where this disgusting, humiliating, by the way, completely un-russian quality comes from in us, all the time. why did you get up, there’s no way to barrage further, continue to chop, hey, fyodor, what, don’t you see, what, this is your noble fyodor, he lives near the bridge and feeds himself, because you can’t get through without him in your life, it’s definitely life or wallet, no, master, he only needs a ruble, pay, let me, i can get it, then you are a guest, just a ruble, especially for suc

we'll find out with top tech investor brad gerstner. why he says one of these high flying names has even more room to run. plus, we're counting down to wednesday's big fed decision. will the central bank lay the groundwork for a rate cut at its next meeting? we'll get thoughts from goldman sa sachs. >>> and later, place your bets. flutter entertainment making its debut on the new york stock exchange. we'll talk to an investor in rival draft kings for the outlook on sports betting. it's great to be here. we'll get to that in a few minutes. but let's kick things off here in miami beach with the funding announcement that fueled a late-day rally. both the s&p and dow notching reports at the close. the s&p closing above 4900 for the first time. and the dow is less than 3% off the all-time high set in november 2021. the moves came as the treasury suggested its balance sheet is in stronger shape than originally thought. the government estimated it would sell $760 billion in bonds. that is down from what it borrowed in q-4, about $55 billion le

vickers: the gerstner school is one of the outstanding biomedical graduate schools in the country.dents are focused largely on basic science and cancer research. we also have almost 2000 fellows and residents who rotate through memorial hospital. we have a robust education program, although we do not have the distinct medical school. great graduate school, great training programs, nearly 100 different fellowship programs. david: suppose nobody says they have a cancer that is not a very good kind of cancer -- not that any cancer is good, but suppose you have a very serious stage for glioblastoma. the advantage of coming here is you can really make a difference at stage for somebody? dr. vickers: the advantage of coming here broadly, number one, the outcomes are different even at stage one. at a stage 4, we certainly have a better chance of often prolonging life and having a chance at getting access to the most novel therapeutics. with no guarantee that we are going to cure you, but we are going to give you every chance there is in the space of cancer to make a difference in your tum

the knock on alphabet we've heard from very smart people like brad gerstner, they had search all to themselves for 15 years and them not have the next generation of computing to themselves. i think that's sort of priced in here. microsoft is a 31 times forward p/e and google is 23. that's a substantial difference. i think you're already seeing that concern reflected in the way the stocks have been valued the last 18 months now. google is the cheapest of the four big names reporting on a price to free cash flow basis. 29 times versus 29 times for starbucks, and, jenny, close your ears, 216 times for amd. 22% for google cloud might be a stretch. i hope they can do it. i'm a shareholder. 16% for youtube advertising very doable. 13% for search very doable. revenue of $85 billion, up 12% year over year, not an outrageous expectation. i think the report will be good. i think they've learned their lesson of things to say and not to say as it relates to the ai opportunity. and i don't think they want to look like chum ps again. that's the one i feel the best about. >> joe, what about you? >> i can see

we can get back to the debate with brad gerstner saying there's more long-term potential there. >> he's not the only one. >> he's not. many on this show own it and say now is not the time to get out, it may be just getting started. >> then analysts out there put in $62 price targets on it, $66. as a profile manager, you need to say to yourself, if i only have 10% more upside in this, am i doing the right thing by my clients continuing to hold this if in short order i can buy something over the next two or three years has 50% upside? now seagate and iron mountain. seagate was 56 bucks a few years ago. when i bought it, everybody hated memory. this is my third time owning sea seagate. you buy memory when everybody hates it, sell it when everybody is talking about it. the stock goes from $56 to $80, a 5% yield, you take your money, get out. there's limited upside from here. the valuation is right. the yield is down to under 4%. i am quite certain that within the next month i'll have something in the portfolio that replaces it with a 5.5% or better dividend yield because the objective in th

we will be joined by founder and ceo brad gerstner to lay out what to expect out of big tech earningsll find out where he sees tech heading next. we will also hit the sports betting boom on the back of the listing. draftkings investors, rick heitzmann will weigh in on this debut and something a little spicy. the cofounders of a hot sauce company, how they landed an investment from kim kardashian and we will do a taste test of our signature blend there. a jampacked two days for us here in miami beach. >> that sounds fantastic. >> i use truff. >> oh, good. melissa, we will be watching. >>> is now the time to get in on the sock? our trader will tell us how he is positioning on at ne thamand a couple more, next. money man) different how? aren't we all just looking for the hottest stocks? (fisher investments) nope. we use diversified strategies to position our clients' portfolios for their long-term goals. (other money manager) but you still sell investments that generate high commissions for you, right? (fisher investments) no, we don't sell commission products. we're a fiduciary, obligat