The markets are I don't want to say reacting but oil is down almost about 5% which is interesting. Let's talk about the stock side of this and bring in Julian Emanuel. He is senior managing director at Evercore ISI and Paul Christopher head of global investment strategy at Wells Fargo Investment Institute.Uh Julian, I'll start with you. Obviously not not why you guys are on or what you thought you would talk about, but I have to address it. How do you as as strategists and fund managers, Julian, how do you ...

Group 1 - The recent stock market pullback may be justified due to the potential impact of changes in U.S. tariff policy on corporate profits and economic growth [1] - Despite the pullback, many companies may have been unfairly affected, indicating potential investment opportunities [1]

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