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We now of course have that to the republican and Democratic National convention n and right now they are telling a story that Vice President harris is doing significant the better than President Biden has been doing and that is comparatively good news for the democrats. They are, apparently better off now with harris as their candidate than they were before the switch. That said, in absolute terms, the National Polls and the swing state polls, broadly speaking dont really give either Party Something to celebrate and Vice President harris may be doing better than biden was against trump but it doesnt mean she is clearly winning and it is a tie between the two category candidates. It produces all sorts of interesting dynamics but when it is as close and a little difference can make a very interesting not only contrast but can make a big difference for the ultimate results and Tru ....
I would like to start this interview by talking a little bit about you. I would also like to have the audience in story. Like frankly really offended me which is in your introduction. Youre claiming that she would never be a political scientist. Have you ever read about that. I put that in the book because when i was in college. Deborah i wanted to major must consume in College Freedom is really torn about going into science and humanities printer special scientists. And i finally decided on this because i found the questions much more interesting and engaging an urgent. And in one of my Political Science course, we read plato on up and they were all great questions. What is Good Government greatest how could you organize government and organize society make life better for people are encouragingly make us better. S ....
Require a near constant struggle to stay ahead of events and the real danger lies in getting complacent. Effective cybersecurity is an ongoing line of effort. The Threat Landscape is diverse, the best practices are changing, the information you get may not always be reliable. The task can seem overwhelming and the stakes are high. In this context, i have found myself thinking effective cybersecurity cannot move at, quote, the speed of government. By that i mean cybersecurity is a 21st century Public Policy program just not manageable by 20th century government means. Regulations, mandates and centralized action in general, these approaches are inadequate to match the pace of change. Congress needs to make sure that the governments role in detecting and responding to cyberattacks is clearly defined, that theyre focused first and foremost on the security of federal information ....
Markets. Dow is up 181, 30,150, all three of the averages setting record highs today. Shannon, you have made some very interesting moves in your portfolio, both what you have trimmed and what you have added to first to what you have trimmed apple and microsoft. T tell me why. So really two different stories here, scott. First of all, ill start with microsoft. As i talked about on the show, this is our Largest Holding and remains a very high convince for us we still have a lot of confidence in azure and the endtoend software it offers but from a portfolio perspective, it was time to trim apple, weve seen a significant runup, 75 in the last year and we really feel like a lot of that has come on multiple expansion. Weve gone from about 15 times to about 27 times. Although we do believe in the services storyand the mo monetization, we think there are better opportunities we trimmed back from a market weight to an underweight were goi ....