and wti near 68 today, that's the highest going back to 2018, and joining us this morning, cio, for nuveen global equity division, recognized in 100 most influential women in finance. great to see you congratulations by the way. >> thank you >> so we're having this discussion, obviously, you probably have been listening the last couple of minutes, there was some notice of friday's action, and even with that robust jobs number, at least treasures didn't give a renewed massive wave of selling, do you think directionally, tepper may be right here? >> well, good economic news is actually becoming bad news for investors, and that's what we saw friday payrolls coming in at almost double expectations. yield curve, yields are starting to spike, and that's causing investors to become jittery. what we need is clarity on three key things the first is whether this backup in rates is orderly or disorderly our view is that this is a growth-driven spike in rates and so therefore it's orderly. we're not seeing the typical things that cause an economy to overheat like a tight labor market. secondly is infl