00:04we're at a moment sarah where uh generally speaking you know the consumer is still pretty
00:09resilient um the economy is performing well uh we have an enormous investment cycle that's
00:14obviously contributing to growth and activity and the thing i'd highlight that i know you've
00:18been focused on is the level of earnings growth yeah has really been extraordinary and that's
00:23been a big tailwind for the market and for the economy and so you know i think things are set
00:27up pretty well and are quite constructive now it's not a straight line there are obviously bumps and
00:33headwinds from the situation in the middle east i think trade policy and tariffs is also you know
00:38a headwind to some degree um but we work through all of that and the thing that i'm excited about
00:43is if i step back and take a longer lens and start thinking about the next five to ten years
00:47i think with ai being developed into the economy and the enterprise um and that won't be a straight
00:53line either but the productivity opportunity the productivity gains actually gives us
00:58a real opportunity to run at a higher growth rate you know as we move forward
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