Making this possible, as well as to the cspan crew who are with us tonight. And welcome to everybody who was watching us as well. Im really, really delighted to be able to have conversation about the updated of lost in the gulf with my friend and and colleague joe campbell. And im sure that youll have a lot of questions afterwards. I think were going to, you know, start by listening to joe. I have a few questions you and well see how this is going. But please, you know, we are going to be looking forward to hearing from you as well later on. Thank you, filippo. Thanks very much. Okay. Thanks many thanks to the fine staff and professional staff here at politics prose. Its been a real pleasure working them and and their efforts and making tonight possible so thank you thank very much all right lets get started ive got my copy its a signed copy as well. I encourage you to do take the opportunity and do that later on as well towards the end. You know, this is your seventh solo author book.
And were hanging out there now. Utilities, financials, they are among the standouts this week. Yields are up a bit too on some hawkish leaning fed speak, and were going to get to that in a minute as well it does take us to our talk of the tape the rally, how resilient this market can remain. Lets bring in kevin gordon, Charles Schwab good to see you. Its been a minute. Nice to see you this markets been incredible its been resilient in the face of so much theoretically its had this nice bounceback. What should we make from it . I think whats nice is through this mini pullback correction, whatever you want t call it, youve removed frothy sentiment as a pretty big risk that had been a risk from midnovember up until march where you had seen indicators on the behavioral and the attitudinal side that had gotten way into excessive optimism territory. As we know from history that can happen for a while until you get a negative catalyst to tip you over that negative catalyst probably ended up b
Be able to have conversation about the updated of lost in the gulf with my friend and and colleague joe campbell. And im sure that youll have a lot of questions afterwards. I think were going to, you know, start by listening to joe. I have a few questions you and well see how this is going. But please, you know, we are going to be looking forward to hearing from you as well later on. Thank you, filippo. Thanks very much. Okay. Thanks many thanks to the fine staff and professional staff here at politics prose. Its been a real pleasure working them and and their efforts and making tonight possible so thank you thank very much all right lets get started ive got my copy its a signed copy as well. I encourage you to do take the opportunity and do that later on as well towards the end. You know, this is your seventh solo author book. I hope im not messing up the numbers here. Thats a lot. And as you those who have written a book and even those who havent come probably imagine every book has
Hi, joe. Good evening. Hows everybody doing . Good thanks for being here. And thank you to everybody. Our politics and prose for making this possible, as well as to the cspan crew who are with us tonight. And welcome to everybody who was watching us as well. Im really, really delighted to be able to have conversation about the updated of lost in the gulf with my friend and and colleague joe campbell. And im sure that youll have a lot of questions afterwards. I think were going to, you know, start by listening to joe. I have a few questions you and well see how this is going. But please, you know, we are going to be looking forward to hearing from you as well later on. Thank you, filippo. Thanks very much. Okay. Thanks many thanks to the fine staff and professional staff here at politics prose. Its been a real pleasure working them and and their efforts and making tonight possible so thank you thank very much all right lets get started ive got my copy its a signed copy as well. I encour
Hi, joe. Good evening. Hows everybody doing . Good thanks for being here. And thank you to everybody. Our politics and prose for making this possible, as well as to the cspan crew who are with us tonight. And welcome to everybody who was watching us as well. Im really, really delighted to be able to have conversation about the updated of lost in the gulf with my friend and and colleague joe campbell. And im sure that youll have a lot of questions afterwards. I think were going to, you know, start by listening to joe. I have a few questions you and well see how this is going. But please, you know, we are going to be looking forward to hearing from you as well later on. Thank you, filippo. Thanks very much. Okay. Thanks many thanks to the fine staff and professional staff here at politics prose. Its been a real pleasure working them and and their efforts and making tonight possible so thank you thank very much all right lets get started ive got my copy its a signed copy as well. I encour