joining us now is a china bull, jonathan broadski founder of cedar street asset management, and john rutledge ceo of safanad, and former adviser to presidents bush and reagan welcome, gentlemen, great to have you with us. >> thank you >> jonathan, let me begin with you. i think maybe you have the harder case to make at least to this skeptic here. why should i think china is a safe -- not necessarily a safe, but a good return place to put my money now >> well, as you stated, it's pretty easy to be a pessimist, it's a lot harder to be a optimist given the zero covid policy, geopolitical concerns and obviously one of the big elephants in the room and that is the regulatory issues between the s.e.c. and the chinese government, around u.s. listed chinese companies, but i think there's some silver lining behind the pessimism, and that's around the fact that we are moving away from a very aggressive zero covid policy, 14-day lockdown to seven-day lockdown very localized approach. in addition, in the original covid outbreak, the chinese government really did not stimulate the economy very muc