How to play the "sell U.S." trade

ALL RIGHT. WELCOME BACK. LET'S TALK ABOUT THE SO-CALLED SELL US TRADE.MAYBE YOU SAY IT'S GETTING LOUDER IN CERTAIN AREAS. JUST AS A REMINDER, AS I MENTIONED GOING TO BREAK LAST YEAR THE OUTSIDE THE US TRADE TROUNCED THE INSIDE THE US TRADE BY THE WIDEST MARGIN IN A LONG PERIOD OF TIME. GIVE YOU AN IDEA.THE ISRAEL ETF UP 43%, S&P WAS UP 16.5%, BRAZIL 41, EMERGING MARKETS 31, JAPAN 26 AND THE FTSE IN LONDON UP 21. SO THAT GIVES YOU AT LEAST AN IDEA. THEN WE HEARD A WEEK AGO OR SO THAT BLACKROCK'S RICK RIED ...