but just -- we're just in such dim tidings when it comes to aero space that's what i'm focused on greg hayes2023, oh, my. >> you were just talking about that and then iata, the international air transport association is saying 2024 for pre-covid traffic levels they also point out that airlines are adding capacity, jim, ahead of demand which is coming back slower than they thought. >> personal travel, people want toful tra, we know that. great conference call by american express on friday about what people want to do, but the business travelers is where they make all the money and the business traveler is zooming they just aren't going i don't know what it's going to take to bring them back. and that is going to be a very important theme, tomorrow is boeing this was a great industry for america. i mean, it was probably what we were leading in and now without customers it's really difficult. citi puts a tactical sell on american airlines with an $11 price target guys, it is $11. i don't know citi is kind of a funny piece. but you can see, for instance, shopify, fwagoldman sachs does a piece. t

2023 is a long time from now so i think that raytheon is an honest broker, the stock is up, it's greg hayes, he is a straight shooter we need to see aero space return. >> does fed stop or does faith i don't know improve what comes first >> right. >> thanks, jim. >> great interview by andrew on gates. >> we will see you in a couple minutes. thanks >>> four of the biggest tech companies, the faangs minus netflix set to report earnings later on in the week mike novogratz, always good to see you. >> good to see you guys as well. >> the shades are super cool you've said in the past that you've missed the tech run and that you think that it's a bubble, a fed-induced liquidity bubble that's causing this akin to the bitcoin bubble in 2017. does that make you want to short tech have you been short tech >> you know, i've taken some shots at it, but, listen, great bull markets don't die easily. it looked like tesla put in a high at 175, huge volume, huge option volume, came out, closed, earnings came out great, couldn't hold its bid. yesterday it explodes 8% so, you know, this bull is not going to get