KKR - Is Schwab a Better Buy?

Schwab's a fabulous company like Brynn said we use it as well the double-de-down grade Steve's right I mean that's a pretty aggressive call and I understand what they're doing with the interest rate sensitivity here. We're slightly underweight financials and we're pretty comfortable with that if we're going into a recession Steve's view of the world is at all correct It's going to be tougher for the sector generally so we're in the sort of more defensive financials like a Berkshire we'll serve you well just looking at that PE of 17 for Schwab though is is pretty compelling.