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Music News.

Single best idea and my Valentine gift from the team was a spectacular set of conversations today.

We have a new thing with our calendar and the timing and all the good messages from our

wonderful sponsors where we have a very long, what we call A-block, to begin off each hour.

We had an hour strong with Catherine Kaminsky of Alpha Simplex, brilliant on trend research.

Another good hour with Lindsay Piazza of of Stiefel, my economist of the year

last year. Dr. Piazza has a stunning call, an outlier call on sub-2% real GDP out there with finally

a diminished inflation. She gets nominal GDP, top-line animal spirit to the low 4% even under 4% region.

I can't convey on Valentine's Day what a lonely call that is.

But we were so lucky to start the show today with Edward Yardini.

He is iconic Yardini research, always in

forever to those of us older from C.J. Lawrence. He has called this The Roaring 20s. People are

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