matthew winkler, thank you so much. lisa, quieter than yesterday but nevertheless informative.scussion with mr. banister from dover. the: talking about how resilience of the ports will remain. in the market the churn is interesting given that we are getting news. we got a stimulus package everyone was waiting for. we have more of a sense of vaccines and people are quiet today. nasdaq 100d look at up at highs, 3/10 of a percent move. with that recovery yesterday that we saw in the markets -- lisa: how much of your cash did you rotate into tesla? tom: i did not do tesla. spx is a roulette wheel. 7:00 a.m. yesterday i got the phone out and moved it to the corbo leveraged all cash flow. is safe. speaking of safe, finally small-cap and mid-cap, move on. , an important discussion on what you missed in 2020. this is bloomberg. ♪ tom: this morning, call it bio hysteria as the dow is peak to trough to peak swing. .ear 1900 points the nasdaq 100 right now near record high. the dollar weakens. dover, while we spoke to their ceo in the last hour, they look for a pragmatic solution. the pri

thank you, matthew winkler, for that.us on detroit, on the failure of big auto to the new technology of vehicles. what i love about your new site, it is about technology and engineering. explain how electric vehicles right now are not just about tesla. matthew: thank you for that, tom. it is good to be with you and francine. electric car companies right now suddenly are worth half of the total market capitalization of the world. 10 most valuable automakers. there's a reason for that. it is because many managers have sidestepped this convergence of government policies and people's purposes, and climate change, and they made an alternative energy come if you will, their biggest bet. that is what is unfolding right now. that makes a lot of sense. what is the existential threat of our time? climate change. what is the choice to consumers can make at this moment? drive zero emission vehicles. neo in chinaesla, -- there are three of them, more than 50% of the market cap of the 10 largest automakers. tom: you gave me the honor o

i'm glad to be joined by matthew winkler, our bloomberg news editor-in-chief.rote a great piece on cathie wood and what her findings teach us. matt, as always, thank you for giving us a little bit of your time. why did you decide, for the last story of 2020, to focus on kathy wood? matthew: it is something -- cathie wood? prof. hunter: it's great to be with you -- matthew: it's great to be with you, francine. it is something we have done for a few years. we look at who is the best stock picker according to data compiled. bloomberg, sometimes it takes us longer than the last week of the here to determine that, because it was a close call. that was not the case this year. cathie was so far out in front, that she has the top three funds . i have not seen that before. there are 367 u.s.-based neutral funds with 60% of their 5 billion or more in american equities. number one, number two, number three are hers, and are all about, interesting enough, dna disruption. central bankers have been kind to the equity market, as we have noted that and you have noted that many