and a potential skip month for rate hikes kevin warsh will be our guest.bout it when we return can they help us improve our digital experience? absolutely. they've invested over $2 billion in tech. that could really help us manage inventory. and save us a ton of dough. then let's take back our market share. checkmate, chess heads. girls, i said “bedtime”! (swords clashing) -had enough? -no... arthritis. here. aspercreme arthritis. full prescription-strength? reduces inflammation? thank the gods. don't thank them too soon. kick pain in the aspercreme. good night! hey corporate types. would you stop calling each other rock stars? you're a rock star. you are a rock star. no more calling co-workers rock stars. look, it's great that you use workday to transform your business. but it still doesn't make you a rock star. so unless you work with an actual rock star. hi, i'm ozwald. hello ozwald. pam, you are a rock- i wasn't going to say it. ♪♪ what do you see on the horizon? uncertainty? or opportunity. whatever you see, at pgim we can help you rise to the challen

. >> we have had kevin warsh on and he said, look, we all thought we were in the clear after bear stearnsarkets come fall, that's when -- >> look how thin the rally is. it is broadening out a little bit, but it is awfully thin and the stocks are not cheap now they can't all be winners of ai. so, look, it feels like to me i think we're -- we're deploying capital. we're buying things. we're beginning to see discretion, some cracks in the armor. we just bought a big portfolio of loans in europe the energy complex, there are loans to be made in that area that are kind of exciting because all these investors are pulling out of it and you're trying to lend against the existing reserves. there is interesting things to do the real estate markets in general are healthy, except for the u.s. office market and the u.s. office market in new york just passed 50% finally. i don't know what would happen to restaurants and theaters if we were full in new york new york is really active. not like san francisco, which feels look a dead man walking. new york has a lot of activity going on and the youth are he