Well, our next guest has a Jackson Hole playbook. Joining me now is Venu Krishna, head of US equity strategy at Barclays. Uh Barclays is maintaining its contrarian view in that kind of minority of hawkish camp that the Fed won't cut rates in September.If that happens, how do you expect the equity market to react. I think you uh thank you first for having me, Leslie. I think you look at the pockets of the market where most of the enthusiasm has centered uh and which have reacted to this increased probability ...