on income thanks for being with us today >> thank you for having me >> what's your respond to jeffrey gundlach there i imagine, you agree >> absolutely. i think you can't ignore that you don't have to have a strong call on this market given all the uncertainty we're thinking to think about treasuries. the six-month treasury is over 4.5. this is yield, yields back in your portfolio, hoping with your total return i think the treasury market is a great place to start on the short end of doing something like making a decision of what you're doing with the money on your sidelines and even potentially, you know, outperforming some other areas of your portfolio. it's just an intuitive, pragmatic thing to think about in treasuries. >> earlier this week on this show we were having a conversation about tips versus i-bonds. i want to get your thoughts for thoelgs who don't trade on a regular basis. how they could actually go about doing this. >> we think of risk assets in a simple way you really need to pick your spots. there is significant dispersion across credit industry sector and also credit ratings

a fed decision day tradition jeffrey gundlach joins me from here in denver his first reaction to whatst importantly what jay powell says in his news conference let's do some final trades today before i let you go. tell me about some other moves that you made that are pretty darn interesting >> scott, i learned a long time ago, the hardest trade is the right trade. to sell alphabet was difficult, but to sell meta at $200 in april was difficult. i have to listen to that non-emotional rules--based strategy and apply it to my personal holdings. i've taken every holding that i have personally and made it equally weighted what does that mean? that means i have trimmed apple and i have trimmed microsoft >> wow all right. appreciate you updating us on that, joe. let's get a final from you, jimmy. >> yeah, well, it's why we have a portfolio, for every paramount, there's a cv skrks a bo and a boeing cvs had great earnings today, beat and raise >> cart miller, great pricing, good deliveries. i think these guys could do $18 to $20 in earnings power over the next couple of years >> all right good