we will catch up with peter oppenheimer helane becker and -- and helane becker and lorenzo simonelli on record output. global stocks headed for the worst since april. peter oppenheimer of goldman sachs with this to say, equities could provide inflation protection with cash flow but growth valuations are elevated with little risk of inflation or stagnation priced. wonderful to catch up with you. i know you can't speak to it directly but what has happened with nvidia and what hasn't happened to the rest of the market is getting tons of attention. the question was asked yesterday, have the top five we did stop ever been plus 20% or more in a three day period post earnings with the s&p index was down? the answer is no. what can we learn from that? what signal do you take away from an event like that one? peter: i think there is an extraordinary driver of a fundamentally powerful earnings for that company and a group of super large companies around it which are at the center of the ai ecosystem. that is a trend that will continue. it is important to emphasize that while these stocks are s

coming up, robert pelosky, aaron david miller, helane becker, and terry wiseman -- thierry wizman. lift and optimism to the long weekend. this is bloomberg. ♪ this is our future, ma. godaddy airo. creates a logo, website, even social posts... in minutes! -how? -a.i. (impressed) ay i like it! who wants to come see the future?! get your business online in minutes with godaddy airo and they're all coming? get your business online in minutes those who are still with us, yes. grandpa! what's this? your wings. light 'em up! gentlemen, it's a beautiful... ...day to fly. life's daily battles are not meant to be fought alone. - we're not powerless. so long as we don't lose sight of what's important. don't be afraid to seize that moment to talk to your friends. - cloud, you okay? because checking in on a friend can create a safe space. - the first step on our new journey. you coming? reach out to a friend about their mental health. seize the awkward. it's totally worth it. >> this year, the fed probably will see that slowing and inflation that it would like to see. >> core inflation by year-