Softness in employment will get Fed to lower rates, says Piper Sandler's Michael Kantrowitz

Speaking of the weak dollar, my next guest has three names that should benefit from that. Or maybe it's the whole market as we were just discussing. Michael Caneritz is here.He's the chief investment strategist at Piper Sandler. It's great to see you. You too.What What is the the sort of top level effect of a dollar being down 10%. I mean, is it supportive for stocks. What happens if it continues. What happens if it doesn't.I I think it's positive. I mean, at least that's what I've we've observed through mo ...