MS

no one is investing more in innovation right now than JP Morgan, Morgan Stanley, Goldman Sachs, Bank of New York. The large, most successful banks are going to benefit from this.

names like Goldman Sachs and Morgan Stanley were trading in 2011 for less than book, for 0.75 times book. Today, Goldman Sachs and Morgan Stanley are trading at almost three times book.

This is where the panel introduced JP Morgan Chase, ticker symbol JPM, and Morgan Stanley, ticker symbol MS, as key additions designed to capitalize on a shifting regulatory and macroeconomic environment.

You want to stay away from I believe the the AI ones like a Goldman Sachs or Morgan Stanley companies that are, you know, generating a lot of their excess profitability right now based on underwriting underwriting AI debt.

AI financials, you know, like a Morgan Stanley or Goldman Sachs, you know, I think they're going to continue to do well. There's going to be a need to finance debt and new IPOs coming over the next couple of years, but they're also a broader play on the consumer as well. I think they're Btier categories at the right price, they're good buys.

We we do own Morgan Stanley...

I've been buying Morgan Stanley

we added it on the show not long ago

Morgan Stanley given what you saw today I think the momentum continues.

Morgan Stanley. I think you the catalyst could be the wealth managers business.