1.  00:07  4th Quarter in Review »

2.  01:17  Our Outlook on the Economy »

3.  02:50  Energy's Role in Our 4th Quarter Underperformance »

4.  04:14  A Closer Look at Financials »

5.  05:25  Positive Contributors in the 4th Quarter »

6.  06:13  Looking Ahead to 2019 »