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A very warm welcome to the Risk Reversal podcast.

The laughter you hear in the background is the laughter of Stephanie Link. Last with us,

Dan, on Valentine's Day of this year. That would be February 14th. I appreciate that. Thank you.

Yes, I know these things. I say it all the time. Stephanie will appear on every show on CNBC except Fast Money. Obviously, she has some sort of reluctance to come on with us, which I totally understand.

But you legit can see her on every single show.

Obviously, a lot of people know her from the halftime report, but she will be on closing bell.

She'll be on the morning shows, and rightly so.

Because as I've also said, Stephanie is one of the voices you want to turn the volume up for when she's on.

So we're fortunate to have you back. Stephanie, how are you? By the way, Stephanie Link is the chief investment strategist and portfolio manager at Hightower Advisors.

With that said, hello, Steph.

Hi, guys. How are you we're doing we're doing well so let's get right into it because you have been very optimistic you've been very

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