lobster caught in nicaragua has been exported to the ited states, and sold via distributors like the sysco corporation, the largest food service distributor in north america. >> since over 90% of the lobster that's caught in nicaragua is exported to the u.s. and consumed in the.s., on a consumer level, we can do a lot to incentivize the--the industry. never before have we been so far from the sources of our food, so i think one of our objectives, one of our goals with this film was to educate viewers, to educate an american audience about one source of our food, and the value chain or the supply chain behind that, which is, in this case, lobster. >> people often ask us, you know, what-- do--what do we want the film to achieve, ultimately? what's the--the bigger message? i--i think it's a complicated question. i think, wh--when i go back and i think about my experiences on the coast and working with these people and being on the boats and--and seeing the level of suffering, uh, that some of the men experience and the families that experience it, i think there are several ideas at--at play.

sysco, qualcomm, we think have done well but have more to go. driving this is a better economy. outlook for a better global economy in the next year and great deal of liquidity. these are higher beta stocks so that's where the money is plowing into. >> to follow on carl's point about some of the cliche trump trades maybe cooling off, the banks have backed away from the highs, as well. i know you like the big banks. the question is what has to happen in their favor for them to underpin the evaluations you're going back to on before the financial crisis? >> what needs to happen is a lack of bad news. interest rates are moving higher. that is going to help the earnings outlook over the next 12 to 24 months. you get a multiple expansion on thach . we're not expecting good things on a regulatory environment but it'll be less hostile. better u.s. economy, less hostile regulatory environment, we think, should allow the stocks to get a multiple expansion on higher earningsm. t we'd use the recent pause as a time to add into the banks. we like jpmorgan,

they're still bringing the sysco box in. >> i ordered 500 things because i was talking to my wife abouthat we ought to order. listened to me and ordered everything. >> soon you're going to have alexa with you at all times. >> why not? >> right. >> you got a problem with that? >> i don't have a problem with that. >> "the washington post" had a piece on kids and growing up with alexa in the home, we talked to the tv, it never talked back. >> right. i tell you i'm downloading a lot of music. it's really pretty great. i was a bose guy, and bose is terrific. >> very nice. >> bose is really good. good sound. but i'm an alexa guy. actually, i'm an echo guy. >> echo uses alexa. >> yes. >> not a sonos guy? >> i got sonos too, breaking down on my phone. oh, wow, a lot of cool stuff here. all right. >> when we come back, we'll get you the latest on this caterpillar raid in peoria and what the ceo is saying about it this morning. take another look at the premarket. obviously it's still early, but a down day today for the s&p would be the first back-to-back losses since the end of january. we're bac