some are worried that us president donald trump i'm joined by yon van eck, ceo of global investment management, vaneck. the earnings picture, we see them trickle in, it seems a lot of the focus is on forward guidance that has been disappointing so how do you the earnings season so you know, we see reat earnings from mega— cap tech stocks. but a narrative for the equity markets in 2025 is us equity markets in 2025 is going to be evened out going to be more evened out across the equity returns across the equity market. you see the equal market. yea; see the equal. keeping pace reerhet. yet! see the eqeet keeping pace the weighti keeping pace with the cap weighted weightg keeping pace with the cap weighted index of market cap weighted index of the smp. a weird reaction to the smp a weird reaffirm te——— — , —— of the companies that some of the companies that could have a good could have printed a good quarter but guidance is quarter'but guidance is very 0ne querter'but guiden'ee is very one of the big important. one of the big underlying factors for the egt zjn j the ai trend and merket is the al t