Are You Concerned About Growth Slow Down?

We know folks area thinking about re reopen of the economy, if you will. And do i take on some more cyclical risk, or do i stick with the tried in true growth stories that give me both top line and bottom line growth? Let's bring in adam coon's portfolio manager and trader with winthrop capital. They are based in indianapolis, indiana. So Adam, thanks so much for joining is here. There's a lot of folks that have done really well whith kind of that reopening trade. Whereware you guys thinking right now? At first thoht thanks to haven me yet.