tom: matus is talking about real estate and metlife.f you go over the benefits of metlife, they have yankees tickets. [laughter] lisa: oh dear lord, tom. tom: really appreciated with metlife investment. i would love to see -- lisa: save drew. tom: i would love to see red sox drew at the end of the year. kidding. [laughter] this is really interesting. the institutional pressure, not the retirement pressure, but why do you do with gazillions of dollars in this odd bond market is not a small question. lisa: the path of yields in such an area of -- error of confusing inflation. i've never been more confused about inflation. the more i study it, the more i get confused. when we look at supply chain disruptions, the changing economy in china versus the u.s. and looking at what is going on with vice president, the harris in vietnam talking about -- kamala harris in vietnam talking about shifting. has the fed engaged with any of this? tom: drew mattis is talking about everybody getting back to work. is the city picking it up again? francine: th

tell me about the first one you told us about, metlife. do you like metlife? >> yeah. earnings last night. the stock is up 3% here this morning. i didn't know that when i was said to give the notes. metlife is really, really powerful life insurer has done a great job spinning off the non-core businesses. they focus what we do best. they optimized their balance sheet. a 3 1/2% dividend payer. it the stock is up huge from a year ago. it has a lot left in it. we like the discipline and what they're doing with the capital. ashley: another pick in the oil patch, chevron. >> i do, we like chef ran for ar a -- chevron for a long time. we rode it down during the distressed periods. we have a over a 5 1/2% yield. they did not cut the dividend during last year when oil prices dropped the way they did. chevron paid the dividend and grown the dividend decades upon decades. even last friday they announced they will be buying back $3 billion of stock. they have really repaired what was wrong with the income statement. they're cash flow positive and they frankly were able to pick up

tom: drew matus of metlife on the ballet of jackson hole and what we can expect two hours.hael mckee with a scaler cast -- a stellar cast before and after the speech. right now, -- right now, gita gopinath of the imf with us. thank you so much for joining us this morning. before we get to the affairs of jackson hole, i am required to address a bit outside your remit at the international monetary fund, and that is what all are watching, which is how the imf will adapt and adjust to afghanistan and the taliban. this has to do with special drawing rights. explain to our audience the choice set that the managing director and all of you at the imf have with these unusual events in afghanistan. gita: it is a pleasure to be on your show. which countries can actually use the sdr's depends on whether the government of that country is being recognized by the membership of the imf, and at this point, with the recent developments we have seen, which are heartbreaking, there is no recognition, so at this point, they will not be available to be used. -- to be used by afghanistan. tom: as

over the united states at reduced capacity and then just a couple weeks ago on the 18th of july, at metlifeiums and arenas across america, and we also have our own in-house epidemiologist that helps us because we're traveling with about 100 people on each of these shows, so we have it's sort of like a traveling bubble, and we do a lot of testing, a lot of mask wearing, a lot of social distancing, and then we follow whatever the local protocols are. neil: you know, ken, when i've watched these type of events usually on television or photos and all, i look at the crowds, and you'd think a young male crowd, not at all. it's much more diverse than you would think. explain that to me. >> it's really a family audience, and its been generational, so, we have a lot of diversity, not only in the audience but with all of our drivers, we have monster jam university where you can actually, if you have it, you can become a monster truck driver, and that's something that we developed several years ago, and it's really grown the sport. its broadened it and men, women, boys, girls, everybody loves it, and