. >>> plus an interview with accident treasury secretary wally adeyemo, his first interview since beingmber two to janet yellen. how many jobs the president's infrastructure plan will create among the topics with him. >> first, we will talk with the markets. josh brown stays with us and helena -- >> mike santoli, first to you. >> what defensive, somewhat more stable growth. but the market going to recent laggards and using it as an opportunity the play this rotational trade it was an amazon and apple type day in terms of leadership i think big picture obviously this is kind of bull market behavior if your two biggest tenettes are not to get in trouble and not fight the north and the tape you are not fighting this bullish trend. the fed told you it is going to be maximum easing as long as they can i think all those things fit in relatively well together we have also each of the last three months have had late in the month a little bit of a shakeout, a little mini blowup that did not really expand the sass stocks down 20% arc down 20% spacst are not doing anything right now. and the overa

. >> i'm talk to the deputy secretary of the treasury wally adeyemo about infrastructure and much more. then, can the u.s. and iran get back to the negotiating table to talk about the nuclear deal? what are the first steps in the process actually happened this week in vienna. we'll have a debate on whether the u.s. should even reengage. also, the incredibly awkward game of musical chairs in turkey this week that left one female official without a seat. what that scene says about turkey's continuing slide away from democracy. >>> but first here is my take. a few months after covid-19 burst on the to the world stage, it is clear why some countries were doing well and some poorly. places with strong effective gover governments china, taiwan, uae and germany and places with dysfunctional bureaucracies, america, britain, italy, brazil, did poorly. but now one year into the pandemic, the situation is somewhat more complicated. many european countries that have gotten the virus under control have now seen sharp spikes in cases. some countries that were pummelled by the virus have done very we