larry: first four months of the year and last four readings about 4.5% at annual rate, mike faulkender, i have 25 seconds. these numbers are showing a flat line of business supply and if you keep pumping up demand, government stimulus or whatever, that's got to be a recipe for continuing inflation. >> yeah, larry, the problem is there's two different economies out there. the private sector and the government-driven and look at construction and manufacturing and look at mining and business services, i t services, they're flat and the government incentives out there are for growth of government and regulatory compliance and not for private sector innovation and growth. larry: all right. thank you, gentlemen. we'll let the debate games begin in a few weeks. kevin hassett and michael faulkender, appreciate it. coming up here on kudlow, dow made it over 40,000 for a couple of minutes yesterday but we're going to talk to kevin o'leary, the great mr. wonderful who's going to tell us his views on inflation and interest rates and maybe a few stock market tidbits as well. remember, folks, catch