mark: with us is stephen isaacs and lewis concept -- lewis concept -- luis costa. he germans and the villeroy is side, when we say we start to change things. give us the timeline. stephen: i'm looking forward into the home stretch with mario draghi. the question is who will be the next president? the president of the ecb has incredible power. i think we are looking at germany and that is important. it is germany's turn. we've had from's comp -- france, the netherlands and italy. which economy is due? the answer is germany. i think that in itself, just the fact of a german there is incredibly symbolic and markets are often swayed by symbols. i think it goes with the flow. we've reached monetary policy. the evan flow for sure, we are moving in a very different monetary direction. mark: look at the moving yields in the last couple of weeks. what is the path now? much?why are we moving so what has changed? we had a few speeches here in there, but effectively the markets are finally starting to wake up to the reality. the markets love the look of the story from the seque

( laughter ) >> stephen: so you're doing it with the lovely and talented oscar isaacs. >> yes. >> stephen. >> yes. could i go on record with the juilliard, stephen. he went to juilliard and got his little degree. i have a masters degree! i have a masters degree! i have a masters degree in theater! i learned a whole bunch of stuff in school and they only learned acting! >> stephen: wow, you're a master in acting. >> i'm a master in fine arts and acting. no, but he's so much better than >> stephen: prince hamlet has what we and those in shakespeare circles has (bleep). >> oscar is so good at making everything really clear. if you've never seen hamlet, this would be the production to see because the language is so accessible when he says it. i get a litten envious he gets these monologues, and i enjoy them, but he also makes them very funny. it's the funniest production of hamlet you've ever seen. there is lots of comedy in hamlet. people think there isn't. you go, why am i laughing? because he's so witty northbound humorous and that's part of the appeal. >> stephen: hamlet is smarter than e