And welcome to overtime. I'm Scott Wachner, you just heard the bells. We are just getting

started in just a few minutes. We'll speak live to Arks, Kathy Wood. So much to discuss with her today. We do begin, though, with our talk of the

tape, the risks and rewards that lie ahead for investors, and there are both, at least according

to our first guest today. He's with us exclusively.

Scott Meiner, the Global Chief Investment

Officer of Guggenheim Partners,

joins us now live.

Welcome to overtime.

It's great to have you on.

Oh, thanks, Scott.

I appreciate it to be making time for me.

When we finish this interview,

you are going to be releasing a note,

and the headline of which

is that you think there is a runway for stocks to go higher,

perhaps for as long as a year before we start to think more squarely about a recession.

Is that right?

That's right. I mean, I think, look look we could talk about a lot of things here and we can

talk about how negative sentiment is. We could talk about today's number and the inflation

numbers and so on and so forth.

But you know the thing that I remembered is that Sir John Templeton's quote that the

four most dangerous words in investing is it's different this time and you know given the fact that the

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