suni, great to see you again, welcome back >> thanks, scott, great to be here >> where are we in this rally, as volatility has picked up. >> for sure. >> concerns picked up but where rates are going. >> yes >> how does it all play out? >> honestly, i would call these growing pains, to quote our house view on the ceo side there are opportunities here there will be a little dip coming out of rates. i think we'll see higher rates from here, temporarily pushing the market down a little bit we still like the story, the trend is going to be up. the fundamentals are strong across the oard. value stocks versus growth i'm not walking away from the super growth stocks that are driving change around the world. feel pretty good about the rally continuing but as you say, volatility is up rates volatility is up, highest point 25% in the last two weeks alone. >> are we, michael, on the cusp of the long-awaited correction, as a result of rates >> maybe that's what everybody is worried about. the volatility we've seen in the last few days indicates, yeah, we could be turning through some choppiness he