So, who do the markets want in the Fed chair position. What's really at stake in that race. And how much risk is there in the AI trade right now.Let's bring in Peter Bookvar. He's the chief investment officer at OnePoint BFG and a CNBC contributor. And Matthew McClennon is co-head of the global value team at First Eagle.By the way, lead manager, five-star rated Morning FAR Fund, Global uh First Eagle Global Fund, up 19% this year, outperforming the S&P. So, you get a little pat on the back. Um, and you can ...