Wells Fargo: We're sticking with larger cap, midcap, US over international

Guys, let's bring in Scott Ren this morning, senior global equity strategist over at Wells Fargo Investment Institute. Talk about what the new year may bring. Scott, good to see you.>> Hey, Carl. >> I know you're also looking for better GDP and accelerating earnings, but can you get moderating inflation along with that. >> I, you know, I think you can, Carl.And, and you know, we've got a 2.8% number out there next year for CPI, so that's you know, and that's not pretty much in line with where we are right n ...