I'm Jim Kramer and you're about to hear a sample taken directly from today's CBC Investing Club morning meeting.

I just came from an amazing interview with Larry Fink and earned $9 trillion.

Talk very positive, you know, it's a little ethereal versus what we're seeing in the market right now,

though his stock is up, just talking about the optimism, talking about how we got through the crisis. That's basically what he said, and we got through

the crisis because of outfits like BlackRock, because it's like JP Morgan. I'd like to think

Wells Fargo, but we can talk about that a second, but overall, his takeaway is that we're going to

have higher inflation longer, and that that get used to it. Sticking inflation, 4%.

I think he's also saying no big recession this year.

No big recession, but he does point out that our decision

to try to decouple and to denationalize, so to be,

we're no longer doing globalization.

And de-globalization is going to cost a lot of money.

And that is exactly what he's most concerned about.

That's the inflation.

That's what he's worried about.

Yeah.

Well, all valid points.

Well, today it's such a big day, kicking off first quarter earning season.

A lot of the big banks reporting,

and the numbers have been pretty good, whether it was Black Rock, J.P. Morgan, Wells Fargo,

conference call going on now. I know the stock's down slightly, but even City, P&C, all pretty good Easton.

Morgan Stanley doing well. Of course they haven't reported yet, but the paradigm looks good for them.

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