vasu: we think there is upside. the way the nick it is responding today, -- nikkei is responding today. perhaps the bank of japan will not increase interest rates in any significant way this year, even if it does once or twice, it won't do anything as aggressive as the fed. that is seen as a win for japanese equities. i think you have significant corporate governance reforms have taken place in japan the last several years. a weaker yen, is your monetary policy, corporate earnings, valuations, you put that together is still makes the case for more upside on japanese equities compared to u.s. equities. paul: just want to get more of your thoughts on the next moves for the bank of japan. to what degree is there a spanner in the works for the normalization for policy? vasu: it's still possible the bank of japan could lift rates in april. that's our best case. i don't think the gdp numbers hit expectations. don't expect them to continue to increase interest rates and a conservative fashion. i think they will hike rates

taylor: vasu they make cpus cpus all those chips the power a.i.nd why this movie was so powerful for companies like nvidia and pricing power in their owning it in market share means for you larry as if you own an amazon and google and guess what, all of those companies are desperate to use a.i. so those are also know some of nvidia's largest customers and their ordering as. larry: desperate because of the high-powered computing capabilities is that with all of this is about. taylor: yes we want you to sources of information it race that are faster than anything we have ever dreamed of possible of yes and i think productivity and cost efficiency and someone reason why meta- also the earnings out of the water is it is the year of efficiency cost lowering costs, and narrowing and being focus in a i can help you do that if you're more productive, that is cheap to do and when to invest on the capitol and. larry: so nvidia is the smartest guy's the room sweetie well today but he goes up 15 percent yes and it is. i would is crazy larry, think also came o