. >> your stock mix, it's walmart, t.j. maxx >> we're starting to see choppier results this morning, nike shares are at another 52-week low, how do you know you're betting on tenants with staying power. >> 30,000-foot lens, we invest in recession-resistance. the largest nondiscretionary in those respective sectors. walmart, the retailers with core, durable brick and mortar services today, regardless of the macroenvironments. in a postcovid world where the acceleration of that multilevel deployment to consumers continues to accelerate. >> remember the death of the shopping mall, how many narratives the death of the shopping mall. >> today, we see the exact opposite, today it's really back to the store, retailers such as walmart and t.j. maxx and auto zone, spent a decade investing in e-commerce fulfillment, their distribution centers, all of the different modalities to bring the goods to the home. becoming the hub of the experience. forcing customers to come to the stores through discounts, encouraging consumers to come back to t