Our next guest has been calling for 100 basis points of cuts this year for months, long before we saw a downturn in the official jobs data. So what is he looking for this week and how should investors position. With us is Barry Knap, Ironside's macroeconomics director of research.Barry, it's great to see you. >> Good to see you again, Mike. >> So it's it's an interesting take that you have here that in other words, 100 basis points is warranted.I guess you would also say perhaps overdue. Uh, at the same tim ...