marshall thank you both so much for being with us today thank you. so what's the bottom line maybe the most important change we've noticed isn't the trillions of dollars that are pouring into the economy to end the pandemic or fix america's infrastructure or the great competition between washington and beijing on the world stage maybe it's got nothing to do with money and power for now i think it's the temperature not the temperature of global warming but the political temperature in america where every new policy initiative from the white house would start a new round of culture wars or where every american looked at their neighbors with suspicion wondering if they were quietly destroying the country the reality is that the trump era is slowly receding although it's impossible to measure precisely it's just a feeling but it's kind of a good feeling better than constant rage as president trump himself once said he was trying to provoke for now a decrease in toxicity a lowering of the political heat well it's a good 1st start and that's the bottom lin

communication strategist, liz mair, and josh marshall. steve: so what is the bottom line. maybe the most important change we have noticed is not the trillions of dollars pouring into the economy to end the pandemic or fix america's infrastructure, or the great competition between washington and beijing on the world stage. maybe it has nothing to do with money and power for now. i think it is a temperature. not the temperature of global warming, but the political temperature in america where every new policy initiative would start a new round of culture wars, or where every american looked at their neighbors and suspicion wondering if they were quietly destroying -- it is in just a feeling, but it is kind of a good feeling. to better than constant rage as president trump once said he was trying to provoke. for now, a decrease of toxicity, it is a good first start, and that is the bottom line. ♪ çççññññññññññññññññññóÑóÑxxxúúú■ - hey i'm valerie ne. comi up on reel south . - [valerie] in the wake of the vietnawar, etnameseefugees wereelo the t

emily: really fascinating work you are doing, josh richards and marshall salmon. thanks so much for stopping by. just a reminder, you can check out our "bloomberg tech" podcast on apple, spotify, bloomberg, and wherever you got your podcasts. coming up, and tell out with first-quarter quarter results. -- intel out with first quarter results, and it is not a rosy picture. we break down the numbers next. this is bloomberg. ♪ emily: s.a.p.'s cloud unit had a blowout quarter, bringing more customers to a newer suite of products. this as the private tech company embarks on a turnaround plan to ramp up competition with its rivals. shares hit a six-month high after the german company confirmed first-quarter preliminary results in its 2021 outlook, showing companies are beginning to pick up spending after pandemic cutbacks. i caught up with the ceo to get his forecast. >> we are forecasting the pickup accelerates. there will be more supplies to come in the next month. i expect we are actually almost back to normal. what we see in q1 but also in our plan, the business is

josh and marshall joining us now. great to have you. my producer is giddy in the control room that you are here with us today. marshall, you started your career as a goldman analyst. why decide to focus exclusively on gen z? how big do you think the opportunity is? are other investors missing this? >> it is monumental. thank you for having us. josh and i are appreciative to be here. it is monumental honestly. to have the opportunity to partner with somebody like josh as well as griffin and noah and michael on this, it is a unique opportunity. the market is not 100% untapped, but it is 100% untapped in terms of folks like this who are not -- who are not just on the pulse of gen z, but are the polls to invest -- affect investment outcomes, to improve the performances of founders, to connect them in a thoughtful way with consumers. it is awesome. something that was completely fantastic as a career opportunity for me. i am just glad josh and michael and i got along so well, this took off like a gun. it was fantastic. emily: josh, you are 19

marshals. it is unclear what charges he faces. prosecutors declined to comment. he is the eldest son of the show "19 kids and counting", the show was pulled in 2015 over revelations that josh duggar had molested four of his sisters and a babysitter. >>> "the new york times" says los angeles police have arrested five people in connection with the february shooting of lady gaga's dog walker and the theft of tf the five suspects appeared in this courtroom yesterday, three faced attempted murder and robbery charges. including two women, who returned the dogs to police two days later, accused of being accessories. the dog walker survived the attack and are recovery. detective does not believe the suspects knew the dogs belonged to lady gaga. >>> still ahead, an incredible trick shot, a pro golfer breaks a world record with a shot you have to see to believe. ve colits or crohn's disease, i was there. be right back. but my symptoms were keeping me from where i needed to be. ♪ so i talked to my doctor and learned humira is for people who have uc... ...or crohn's diseas

. >> dana: reality tv star josh duggar of 19 and counting fame is arrested by u.s. marshalls in arkansas and being held without bail. >> the former 19 kids and counting star's charges aren't public yet. he was arrested yesterday by federal authorities just days after he and his wife announced they are expecting their seventh child together. former reality tv star is scheduled to go before a judge this morning. back in november of 2019, the springdale, arkansas car dealership he worked at was raided. it is unclear if his arrest and the raid are connected. he has been the center of legal trouble and scandal before. a lawsuit filed against him for real estate fraud in september and in 2015 the 19 kids and counting was pulled from the network after reports surfaced that he was being investigated for sexually assaulting five underage girls including four of his sisters when he was a teenager. he did not face any criminal charges. duggar's parents say he confessed and apologized and described it as a dark and difficult time and again it's unclear what trouble duggar could