It is my pleasure to bring to you an esteemed guest and that's Omar Aguilar CEO CIO Schwab Asset Management. Omar, great to see you. >> Great to be here.>> You welcomed everybody. There's 5,000 people coming in and out of the impact conference. Um, excited about finance.Tell me a little bit about some of the themes you're hearing and seeing. >> Yes. Well, this is amazing because this is the 35th year that we put this conference together and every year we see this amount of energy, this amount of enthusiasm ...

What do you make of the uh shrugging off of the government shutdown and its impact with markets now at record highs. >> Well, the reality is, you know, the shutdown uh doesn't necessarily have huge economic implications at times. There's definitely been some market implications.Um, but the reality is is uh, you know, I think the labor market softening, lower interest rates and strength of the higher income consumer may help, but I think it's going to be choppy until some of these stimulus effects kick in in ...