We're in a K-shaped economy right now, says Gillon Capital's Ray Washburne

Joining us now to discuss the state of retail, real estate, industrial policy, Ray Washburn, vice chairman of Gillan Capital and Gillan Property Group. He's also chairman of the board of Synokco and a board member of Red Lobster. Last time, Ray, it's good to see you in studio.>> Thank you. >> Last time you talked about how uh how many companies would would probably be able to deal with tariffs so that it wouldn't cause uh inflation and your big backer, President Trump, and everything else. I don't think we' ...