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Welcome to Real Vision Live. I'm the host today at Harrison for Real Vision.

I'm talking to Jim Bianco, fellow cycling enthusiast and a Bianco research founder there.

Jim, good to talk to you again. Good to talk to you, Ed.

Yeah, so we were just talking about some cycling before, which is why I brought that in.

But, you know, the subject of this interview is really, I would say, more than anything,

the bubble-licious, if you will, market that we're dealing with.

You've been making some pointed commentary on Twitter.

Talk to me about how you're looking at the markets right now.

Yeah, so, you know, let's start off with how Wall Street works.

It usually takes a good idea and it beats it into the ground and completely overdoes it.

And I think that that's what's happening right now. Now, what is the good idea?

We know that going into the pandemic and coming out of the pandemic,

we haven't really changed any trends in the economy, but we've probably accelerated a lot of trends,

like the work from home trend, the technology trend, people who didn't know what Zoom was or Skype was,

are now regularly using it and becoming expertise at it.

And Wall Street is picked up on this, or excuse me, investors have picked up on that,

...