The Tom Woods Show, episode 1093.

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health care, to the number 33444. Hi, everybody, Tom Woods here. Are we in a giant bubble? That is a question that's been on a lot of people's minds for some time now. We're going to try to get to the bottom of that. Before we do that, I want to correct something I've been saying on previous episodes. I am speaking this month on February 27th, not 28th, February 27th, at the University of California, Santa Barbara,

and it's going to be at 8.15 p.m. at The Hub. So that's the information you need.

8.15 p.m. at the hub, free and open to the public. And it's February 27th. That is the date.

So if you want to come out and see me, that would really be great. I promise I will make it as entertaining for you as I possibly can, but it should be a nice little event. So do come out if you live in that area. And that's the information. I'm going to put that up on my website, tomwoods.com slash events, but that's all you need to know.

815 at the Hub, February 27th, University of California at Santa Barbara.

All right, Kevin Duffy joins us once again on the show today.

He is a principal at bearing asset management, which you can visit at bearingasset.com.

And we're going to talk to him about a variety of sectors of the economy, as well as trying to get a bird's eye view of what's really going on.

Kevin, welcome back.

Thanks, Tom.

Thanks for having me back.

All right.

There's a lot of commentary about what's going on out there in financial markets and the economy at large.

And I think, you know, there's a, there are a lot of

people who are tired of bearish forecasts because they say, you bears are so bearish. I miss out on

...