thomas gottstein is not any risk off mode. looking at his bank and looking at a financial system beleaguered right now. jon ferroapri, which is a beautiful thing. what have we learned so far? i think it has been a strong start. lisa: i think the churn of uncertainty. trying to solve problems at a moment when we just saw the longest streak of lock -- of losses in the market going back to 2001. how do we pivot in a time of rising inflation? tom: let's dive into conversation with someone who has real world leadership and quality conversations. david rubenstein, you know him of bloomberg television. he's on the board of the world economic forum, and i think owns three cantons in switzerland. wonderful to have you today. is it better in the summer the winter? david: it is a lot easier to get around in the summertime, and you don't have to worry about falling down. i know you had a little slip, but you are ok, right? tom: doing fine. let us talk about what underpins every transaction at carlisle, every transaction for president biden, and that is a financial system where it is priced down, yield up. if i take the lehm