and bubble when we get back into dating, bumble is a playoff bet. >> mark mahanay, we appreciate your time today. >> thank you, tyler. >> i need you, moonlight, ar light, i got you our next guest says now is the chance to buy high quality, kevin of washington advisers great the see you again. you are looking at the selloff names. what do you like >> well, i have to set the table by saying we are coming into this year with record high valuations in many areas you have got a stock market trading over $50 trillion. so the forward look on returns is going to be low at the same time, you are putting the brakes on a lot of fiscal policy and monetary policy programs that are just not appropriate anymore as we move beyond the pandemic ultimately, what we want to do is own very high quality companies. and not necessarily tech unless we can buy it at the right price. the four names i would offer up for today would be names like 3m, target, oracle, all of those -- all of those are names, if you look at them, that have really good balance sheets, very low debt, lots of stability in the profitabil