but again, it's really hard to do. >> jeremy peters, great piece. ad it, you should read it in "the new york times," everybody. thanks, jeremy. we'll be right back with a in " times," you should read it, everybody. >>> we'll be right back. > we'll. new pronamel mineral boost helps protect teeth against everyday acids. pronamel boosts enamel's natural absorption of calcium and phosphate - helping keep teeth strong, white and protected from sensitivity. new pronamel mineral boost (vo) nobody dreams in conventional thinking. it didn't get us to the moon. it doesn't ring the bell on wall street. or disrupt the status quo. t-mobile for business uses unconventional thinking to help you realize new possibilities. like our new work from anywhere solutions, so your teams can collaborate almost anywhere. plus customer experience that finds solutions in the moment. ...and first-class benefits, like 5g with every plan. network, support and value without any tradeoffs. that's t-mobile for business. how great is it that we get to tell everybody how liberty mutual

let me read you some of jeremy peters' great reporting on mr. riggleman. the undoing of mr.an and now his unlikely crusade is revealing about a dimension of conservative politics today. the fight against radicalism within the gop is a deeply lonely one, waged mostly by republicans like him who are no longer in office and by the small handful of elected officials who have decided that they are willing to speak up, even if it means that they too could be headed for an early retirement. quote, i've been telling people, you don't understand. this is getting worse, not better, mr. riggleman said. sitting on a stool at his family bar one recent afternoon. people are angry, and they're angry at the truth tellers. this feels like something that you have been trying to, i think, bring to us and report to us in your coverage of how 12 republicans could vote against giving medals for the capitol police officers, some of them paid with their lives, and again on friday, this is reporting that you have tried to articulate, and i thought of you when i read this, you know, just how tense it

peter lavelle to remind you we're. russia u.s. relations. ok let's go back to jeremy you know jeremy we're really in a between a rock and a hard place here because if you know we can look at the entire history of american empire but let's look at it since the end of the cold war ok ever since the end of the cold war the u.s. has punched down on small countries that could barely defend themselves and now they are coming across pira powers ok russia and china they may not be peers in every single way but roughly so and and this is this is really the dilemma we face here because russia was going to say we put our cards on the table here are our red lines you want to have a summit ok maybe but these are our red lines now it's up to you how to react to it now if the if the united states ignores that they already know what's going to happen if crimea is attacked they will unapologetically use everything in their arsenal to protect their sovereignty they have made this clear repeatedly and there is one way forward the minsk accords now get your protege in. to follow through

. >> the issue though, peter, and i'll direct this one to sameer is the way you've described the portfolio according to the world in which jeremy diamond lives, it is consensus higher valued tech stocks are not in favor they won't do well in a higher interest rate environment even if the interest rates stay what we've seen of late do you stick with that do you stick with what the consensus has been up to this point? >> we think some of those secular trends, so think about ordering things online, think about working from home. a lot of those are going to stick around for a while but we also think it reopening theme. we do think people will get back to travel and concerts and those types of things. what we would treel really try to do is avoid utilities, staples, health care and real estate and you can really look at those other sectors as the areas you want to focus that marginal dollar we have upgraded financials, industrial materials and energy. but we think tech do have to play for the equity markets to play higher. >> just quickly why would you avoid health care when so many people have put off care and now returning and vac