gama, vega, beta, let's talk alpha with julian emanuel. alpha's sexy. ingle digit world. julian: it is more important in a single digit world, because there are lots of potholes. the question is if we are not going to have a cyclical re-acceleration in 2016, and that obvious we -- the commodity market. tom: individual selection matters. what is your individual selection? julian: cash. we like company with cash. tom: you're in cahs. sh. where are you? where are you in terms of security? he's in cash. russ: i would say stocks with cash. of secular growth, technology, health care, it is thinking about where you can get high-yield.lect tom: two different opinions. tomorrow we get a wonderful set of economics. arch american capitalist. i don't know how he does that growing up in italy/ then a conversation with adair turner, one of the great ourleman of thought on financial crisis. he will join us in new york tomorrow. stay with us. ♪ tom: it is the most nuanced market. yen does not tell anything. euro at 1.0711. a weaker euro. you just heard russ koesterich s