david rubinstein on the and challenge, next. plus, weak holiday sales and dragging retail down with it a 19% drop for macy's. what it means for the sector [leaf blower] you should be mad at leaf blowers. [beep] you should be mad your neighbor always wants to hang out. and you should be mad your smart fridge is unnecessarily complicated. but you're not mad, because you have e*trade which isn't complicated. their tools make trading quicker and simpler. so you can take on the markets with confidence. don't get mad. get e*trade and start trading today. >>> welcome back let's bring in the man who just interviewed jerome powell. david, welcome to you. >> thank you >> what did you think was most interesting about jay powell someone who himself worked at the carlyle group previous to this and today we learned a lot about his golfing and bike riding habits. but the markets are more focused on whether he can really stick to message or not. especially if an off the cuff setting like this. people looking at his comments about the balance sh