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We welcome him to wall street week, joe, great to see you. This week coming up the 8yearold anniversary of collapse of lee man brothers, it seems in some ways that it was just yesterday. Liz it does. I know a lot of the viewers are thinking that its been eight years in the rearview mirror. Gary and i were talking minute by mint. I was out in the west coast and i was thinking, will it happen and i got the call leihman will file for bankruptcy. Its been quite a run but youre worried about whats going to happen after this election, share that with us. For several reasons. Im not confident in terms of sustainability so why is the market hitting alltime highs . First in the land of the blind, thats the United States. Youve had 400 billion of direct Foreign Investment come in the last year and you look at the Companies Hitting earnings and part of the reason for that, we have record buybacks of stocks. 585million in the last 12 months. That supersedes 2007, just to put that in perspective. Its the reason corporations are hiding earnings. If you look at the line, majority are not hitting revenue targets. Thats not sustainable. Thats concerning to me and confidence is a big important factor. You have tremendous amount of event risk with isis, et cetera, and we have an election with the most most unfavorable candidates in my lifetime. Liz let me clay devils advocate. Sure. Liz you know, since theyve been keeping of records of these things, you ask people and businesses whats the most dramatic thing thats keeping you from investing, going back 50 years they said, uncertainty, elections, problems overseas. What makes you think that this time was different, we will see a 10 to 20 correction, thats a major leihmantype market event . A 20 decline brings you to 15,000. Thats not so bad. Right now the dow ratios over 20. S p 500 over 25 and those are not historical standards in terms of a pe ratio. But more importantly i cant disagree with your historical perspective, but frankly, i think that the economy is more anemic than we are being told. I think the Unemployment Rate is higher than being announced with people part time came up the roles. If somebody would say to me i guaranty 2 gdp, i would hit the bit right now. Joe, you mentioned about the unfavorability of the candidates, so the election happens, thats when the market wakes up to the reality, weve now got the situation, weve got the fed behind us in terms of what theyve been able to do, the market then has this correction and you say, what 10 to 20 correction . Thats what could happen. Im not predicting. Investors should be concerned . I would say more likely than not. You mentioned a bunch of things you point out are help leveraging the markets. One thing we didnt talk about the negative interest rates. Youve had major french and German Companies issue Corporate Bonds with negative rates. What does that mean for the public . Not only are you giving these businesses your money, youre actually paying them to return principal. Put on the old paint weber hat, you are one of the men who helped create the Wealth Management industry, what is this negative rates . This cant end well, can it . I saw it firsthand when switzerland had negative interest rates. I remember talking to clients, get your money out of there. Its going to impact liquidity. Youre going to get back less than what you gave them. Right. I dont consider that sustainable. If you agree that markets to some degree are predictive of what is going to happen, what is a market say to go you that a corporation in germany will take your money and give you back less, what does that say . Liz okay, the cost of money is zero. People look at that and say the fed induceed high, so make your list, what new market drug joe would actually have an affect and help the economy make new highs . I think it would start with the president who could lead. We need leadership. This country needs theres been more racial divide than i have seen in decades. I think we need a president that gives us policy thats have certainty. I think weve stepped back a couple of decades and i also think we need to understand the pillars underlying the problems in our own nation, unemployment, housing still in terms of foreclosures and the American Dream of the United States has always been manifested in the house and thats been chattered. Thats the number one breakup of the middle class, the house doesnt go up every third year, you can raise it up and sell it. And so security is another one. So i think we need to address those issues with solutions and we are not doing that. There is a solution, by the way, for every one of those. Who do you support in the election that can give us the leadership . I am at a tremendous i have a dilemma. I obviously dont trust hillary and donald trump who i may have had interactions three or four times in my life is not the same person. I want to see that man come back. Hes smart, yes, he has an ego bigger than this room but hes a good businessman and a professional. Thats what i need to see again in order to make that vote. We are running out of time. Thanks for your guidance. Always great to see you. My pleasure. Wall street, we will be right back. At old dominion, we ship everything you can imagine. And everything we ship has something in common. Whether its expedited overnight. Or shipped around the globe,. Its handled by od employees who know that delivering freight. Means delivering promises. Od. Helping the world keep promises. Could protect you from diabetes . crunch what if one situp could prevent Heart Disease . One. Wishful thinking, right . But there is one step you can take to help prevent another serious disease,ia. 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Gary well, you heard it moments ago joe grano warning that whater candidate win it is white house we could be facing a big postelection selloff in equities. Liz more importantly of what to do with your money with global managing partner ingrid pierce and bank of america Global Wealth cio chris. Great to see both of you, okay, chris, people want ideas but first lets get your reaction. Do you agree with joe grano that we would see a 10 to 20 correction in the wake of the election . Well, i guess, anything is possible, we have seen it all with the collapse of leihman eight years or so ago. Liz the better question is would you sell on that, would you panic on that . Is it a speed bump . If you go back to january and february we had a 1617 correction. To me thats close enough to a 20 correction which you typically get in low markets and readvance or at least you get a few of those as we saw in 1990s, that was driven by fundamental fears, right now we dont have a fundamental fear. The elections, rise of global populism, 14 all the way through 15 and people werent ready for that. When i say people, governments, et cetera. Can that happen between now and the election, i dont see it. Could a correction happen 10 to 20 because of something out of the blue, plus the worries over the election, it could. I think its a very low probability and investors should be buying that pullback because we are going to continue to inch forward with 2 growth, 3 growth and no yield in the world in the equity markets there i say theres no other alternative is the area of choice. Gary ingrid, your clients are looking at technology, if we do get this correction that joe grano has forecast here, where should investors be thinking longterm . Well, theyve got to look at at alternatives and the yield is very low and not a lot to be gained in traditional investments or cash. We have seen a lot in the private equity space and in some of the hedge fund space. Theyve got to have a portion of the capital put into some kind of alternative structure even just for divercification reasons. Theyre looking to put capital in for new industries. Zyntec, energy resources, some of the automated vehicles, they are really starting to get a bit of an edge now and its rising more than we actually thought it would. Some of the Energy Stocks and the other traditional, and the other thing is real estate, which is kind of surprising surprising in this market, rebound in markets particularly in the u. S. And people are going to invest. Liz some alternatives might have a long way before you actually see financial liftoff and payoff there. Chris, what do you see assort of opportunity out there, you mentioned equities but narrow that down to the viewers watching right now. First off, i think most people should take a step back, if you think about Asset Allocation in general, a riskneutral now which is a fancy way be as diversified as you can through the back half of the cycle. The economic sensitive areas should start to have improvement factor take over. Some of the financials should start to benefit from a fed wh wants to see that window open. All of the rhetoric coming out of the Federal Reserve right now is let the window open so we cant bump rates, it happened this week with mario drogy speech. So the Central Banks around the world want to see a bump up in rates for a variety of reasons. When you take a look at the ideas within the equity markets its area of dividend growth. Its overcrowded at the higher yield level. You look at retail flows, you look at Significant Movement into some of the etfs absolutely. 25 earnings or Something Like that with growth level of 5 , thats overvalued. But right in the middlechild syndrome where any fund manager can buy those. You can get the value folks, the growth folks, the high quality, lower quality and that gets a big opportunity. Gary ingrid, a lot of investors have gotten high yield, many people come on this show warned about it. Liz stay away. Gary theyre looking at where the yields are and looking at the potential concerns are given the credit exposure. What do you tell buying bonds this year . People who have made a lot of money doing that, yes, people have lost shares too. What we are seeing more people looking to twers diversify, perhaps credit is where people are putting money to, of course, the traditional banks can lend. Gary viewers of this program if they want to get exposure of the leveragelong business as oppose to buying etf, how do they do that . They need to get on the platform. You can invest in some of these directly through particular management that are specializing in direct credit otherwise you have to get on the platform with the bank or somebody else thats doing that and allowing people to come in the lower initial investment capital. Liz chris, what would you absolutely avoid right now . The lowest of low quality. I still think we are going to see companies having difficulty refinancing as these particular rates but more importantly where we are in the oil prices. If we look at the energy, the very low quality end of the highyield area, theres a lot of Energy Companies in that. It simply are not going to be positioned in the future where oil prices are or where they are going. Thats one area. The other area the overvalued spectrum of the equity market, yield of 4 and a half percent. Liz too expensive. Much too expensive. Liz great to have you guys. Thanks to ingrid and chris, its lovely to have you. We are going to be right back. Apple doesnt know jack, apple losing the had phone headphone, is that really a new innovation . Has apple lost its magic under tim cook. Our fox business all stars, tell us what they think coming up on wall street its a very specific moment, the launch window. We have to be very precise. If were not ready when the planets are perfectly aligned, thats it. We need really tight temperature controls. Engineering, aerodynamics a split second too long could mean scrapping it all and starting over. Propulsion, Structural Analysis Maple Bourbon caramel. Thats what were working on right now. From design through production, Siemens Technology helps manufacturers meet critical deadlines. I think thisll be our biggest flavor yet. When you only have one shot, you need a whole lot of ingenuity. Remember here at ally, nothing stops us from doing right by our customers. Whos with me . Im in. Im in. Im in. Im in. One, two, wait, wait. Wait wheres tina . Doing the hand thing . Yep we are all in for our customers. Ally. Do it right. Wont replace the full value of your totaled new car. The guy says you picked the wrong insurance plan. No, i picked the wrong insurance company. With Liberty Mutual new car replacement™, you wont have to worry about replacing your car because youll get the full value back including depreciation. And if you have more than one Liberty Mutual policy, you qualify for a multipolicy discount, saving you money on your car and home coverage. Call for a free quote today. Liberty stands with you™. Liberty mutual insurance. Incredible product, iphone 7, the most advanced iphone ever. It makes all the things you do so much better. Air pods, helping usher in the future of wireless audio. Liz but how are they going to look in your ears . Well, isnt that about it . Introducing the latest iphone and, of course, the biggest headline no headphone jack, gary, better camera and that has many saying, thats it. Gary now with fox business allstar Melissa Francis and charlie. Was it a big event or a let down . Stock went up. I think thats a good thing. You can drop it in the toilet. That is one of the interesting issues because the Samsung Galaxy there you go. Samsung came out with its latest phone. They are working under water. This was the bar to go over and for a mom like me who has a phone that you take everywhere that you use for a camera, the difference between being splash resistant and submergible we use it to take pictures, it has to be very durable. I also dont carry a camera anymore because it is so good. The fact that its going to 12 mega pixels is a good idea. I break my liz that seems to be a deal breaker for some people. You look at the twitter, a, do you want antennas coming out of your ears . Apple has forced to jetson technology. Totally. Gary should the company have done something a major acquisition, this is when i think back to last year, tim cook is one of the few guys that if he decided to do something that wouldnt be immediately creative, i think the Investor Base will give him the benefit of the doubt. It was suggested, charlie, by a punch of people that he should just buy twitter because he is the one guy who if he wants to buy twitter, he can find a way to embed it into the i tunes and make it work. Gary, remember the knock on him from steve jobs which i loved, jobs use to remind people that tim cook was an operations guy and not innovator. That was implied knock on him. He makes things run. Thats his wheel house, making things run right and i think with what we are getting at and the whole discussion is we dont think the innovation is that great. We were disappointed that it was not innovation gary in the five years that hes running the company, other than the watch, which was never going to be a massmarket product so what they want to see Something Big. Maybe that purchase is Something Big because he can make it work. Liz they we wanted to see a revolution as they always dover sus an evolution, they got an evolution, if you look at the last great space at least in the near term of where apple could have the revolution, people have been waiting for years on apple tv. It isnt quite there yet. Apple tv is one. We have the apple tv product in our home. What is it . Its a way to integrate stream over the top service . Its a device as well. They dont have the wow factor. It could be the wireless car thats coming. They made new things. All the itune stuff. Liz hbo. As for the ear buds, this is going to be the new thing. People walk with headphones in our own zones all of the time. People are going to put those buds in the morning and wear them all day long. Investors are not blown away by this, does that force tim cook to go out because he has to piece that investment . Gary well, the bankers are pitching him every week and the question is did you i will tell you this, its my anniversary today, 27th anniversary. I cant believe lori stayed with me that long. Guess what im getting, an ipad because i have never had an ipad and i am getting an ipad for my anniversary. Liz hes kicking and scheming to the year 2005, right . I cant believe in my house i didnt want to be an apple family and now it is taken everything. All of our devices, everything. Its just going to keep dominating. Gary they do pay dividend. Melissa, charlie, thanks for joining us. Liz help out next week. Next week rob, thats it for wall street week, we will see wall street week, we will see you next time. Upgrade your phone system and learn how you could save at vonage. 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