The Fed Inflation and the Job Market's Too Hot

Sylvia: We had a big change in markets on Friday. Sylvia, materials, industrials, energy, all very well bid. And that's something we haven't really seen this year. It's been all about tech. So I'm wondering whether or not you see that as a new trend,. Is it instead just mean reversion? And also, you know, our people thinking that recession is less likely now. Could be avoided. so why not go with some of the equal weight stocks that have performed so badly? Yeah, good point and super interesting to watch this market.