jack ablin is chief investment officer at bmo private bank with $66 million under management. jack brewer is ceo of the brewer green and a former nfl player. gentlemen, pleasure to have you with us. >> hello. >> i'm going to start with you, jack, if i could. where do you see the message from the bond market and the stock market taking us? which market has it right? stocks seem to be more optimistic than the bond market is. >> i agree with that. i'm definitely much more bullish on the stock market. i think equities overall will continue to perform well. we have been, though, shifting a little bit into asset classes like gold. also very bullish on emerging market debt, just trying to balance out our portfolios for our clients. >> jack, do you agree? >> well, you know, historically if there's been a divergence between stocks and bonds, i have to say as a former bond trader myself, that the bond market is usually smarter. but i will say because there's a lot of distortion going on with the fed, with other, you know, huge flows of funds coming from the emerging world, you know, i th