bruce simon chief officer at city rockdale. thanks to everybody, you are on set. i will go to you first, you are a pretty smart guy. >> thank you. >> you have done very well. >> buttering up the guests. >> he's a friend of mine. tom is my boy. he s. you invest all over the place, where are you finding the best opportunities right now? >> we're specifically in the bond market. we don't fine a lot of opportunities within the bond market, even though you had a significant sell-off in the last couple of months. that said, you can find pockets of opportunity, whether you lend with a bond that's backed by shipping containers. >> what? >> shiching containers. >> you are here on "squawk box," the most watched program in the history of the world to recommend shipping bonds? >> it's a commodity needed by every shipper out there. whether you put it on a truck, a train, a ship, it has to be the exact same size. >> how do bond like that match up against buying straight into the shipping companies themselves? . >> one much better. you get a better loan to value, you may get les