Welcome everybody to overtime I'm Scott Wopney you just heard the bells as always we're just getting

started from here at post nine at the New York Stock Exchange in just a little bit I'll speak exclusively to

Avenue capitals Mark Lass, on all things markets,

where he sees opportunity, and yes, reason to worry.

We begin, though, with our talk of the tape.

All in, as in, is all of the bad news,

the rhetoric and the rate hikes all priced into stocks and

is that why today's red-hot PPI report barely moved the needle. Another hot read

likely tomorrow with the CPI when it drops in the morning now earnings to begin in earnest

too. So how should you navigate these choppy waters? Let's ask Josh Brown.

He's Ritholz Wealth Management's co-founder and CEO. Josh welcome.'s good to see again in overtime so after

PPI ahead of CPI what do you think about these markets here?

Very, very weak, very uninspired. Today was in my estimation a fairly neutral gain in inflation, not catastrophic at all, but I am out of the business of looking for big bear

market rallies or trying to time them.

So I guess I'm really not surprised at today's lackluster performance.

I do think there's some element of what Schmuck wants to get crazy long going into tomorrow,

just understanding how asymmetric it could be.

Like if we get, for whatever reason, a very team inflation print,

CPI tomorrow, if for some reason

uh... that that comes to pass

yeah you'll have you'll have a nice rally just because of

how how much world dreading it

...