jack: newmarket high's bullish sentiment and blowout tech earnings as it all downhill chief investment named barbarians one of the most influential women in finance. thank you for coming on the show. >> happy to be here, thank you for having me. >> what are the things that investors ought to think about a raging bull market can anything else go right in a way, you have done that with really interesting study what is referred to as peak gdp growth and peak sentiment which was news to me how should investors be think about that? >> first i would distinguish between peak earnings and peak earnings growth or peak gdp or peak gdp growth i think were past given that were in the third quarter what will be almost unquestionably the peak growth rate in sap earnings probably overall gdp as well and that the second derivative issue the rate of change is the way down, that has not bowed terribly ill for the market but it does usher in more about the volatility and more turn under the surface in the market and i think that's what were possibly set upward for the next month or two. jack: of an impor