reich, an academic who has never actually had a job. of whove got the choice is going to make the long drive out to new jersey to meet him, i think he is going to be leaning toward people with experience. he said, i know more about the tax code than anybody else because i'm an insider. basically, yeah, i've been avoiding taxes my entire career, so that's why i'm the one to fix it. someone to turn state's evidence. [laughter] jonathan: for the markets, you have the potential policy coming down for the hedge funds. , for them andook their strategies, is that the most important for --point for them, cutting the corporate tax? fabio: vastly, vastly important. cut the corporate strategy and infrastructure spending. think about what a different world that is. you are building bridges versus cleantech funding. it is an entirely upside down metric relative to the kind of stimulus you might have seen under hillary. this is probably old school, concrete, bricks, mortar. versus where you would have positioned your portfolio under a hillary approac