on the round table, ben levisohn, carlton english and jack howe. got pretty weak jobs numbers today, but the market shrugged it off, and everything ended up higher. >> that's right, jack, everything went higher. it doesn't matter if you were maul cap or large cap, the tech-heavy nasdaq or the dow jones industrial average, the market just went higher. that comes down to stimulus. congress is talking again, democrats and republicans are trying to come to a deal, this is a number out there, and it looks like it could get done. if it does, it makes up for the data. payroll number missed expectations, but people were expecting a weak number, and the weakness is really in the areas that we already knew would be weak like retail which has been hit hard by the virus. and so the market or is looking past the weak data, they're looking past the virus, and they're seeing a spring boost from both the vaccine and the possible stimulus package. jack: it does seem like temperatures are cooling just a little bit on capitol hill, and maybe they can compromise and ma

on the barron's round table, ben levisohn, carlton english and jack howe. he market pulled back a little bit on friday after hitting yet another record. what are you looking at? >> yeah, it was a fantastic week for stocks. small caps gained more than 3%, the nasdaq did too. the dow was up a little bit less, but it was really just an all-around pretty decent week. what struck me was this was a week where we had a fed meeting, expect fed was really kind of irrelevant. basically reiterated that it's going to keep rates low for a very long time and keep doing what it's been doing. and you can hear noise around these meetings, people are going to come out with opinions saying that it means this or that, but really the fed is just going to keep doing what it's been doing. and i think it's almost safe to say we could ignore it at least until the market forces it to actually do something. jack: interesting to see small caps finally make a move. does that rally have legs? >> it probably does. i think, you know, it depends if you're long or short term. when you look a

on the bare ron's round table, ben levisohn, carlton english and jack howe. years economists have warned inflation was just around the corner, you know, those deficit hawks, regular meshes said they -- americans said they saw inflation, but the fed has said there's no inflation. >> that's right. but this year there may be a bit of a surprise. economists have been predicting 4% growth, but they actually might be underestimating how strong growth could be in this coming year. some people i've talked to think it could be as high as 6.5%, and they also think that inflation could reach 2.5-3.5%. that's faster than anyone, including the fed, is planning for. jack: so one economic reason whey that sounds odd to me, not only are we down, i think, 11 million workers, but there are not as many people who are actually in the job market. so you've got to puck up that slack -- pick up that slack, then you've got to get people back in the job market. >> actually, wages have been holding up really well, in some cases rising. i think what we will see is we know that the jobs

my colleagues, ben levisohn, carlton english and jack howe. ben, a tale of two markets.e was so excited about doordash and airbnb x then the market slud a little bit. finish. >> that's right, jack. ipos got so much attention, it was almost as if the rest of the market didn't exist. i know i had to go check to see how we were doing on the week. airbnb, as you said, more than doubled on its first day, doordash gained 86%. there have been 19 ipos that have doubled on their first day this year, and that's the most since 2000, the dot.com bubble. despite all that, the market did finish down just a little bit, the dow was down 0.6%, the s&p was off 1%. and it's really bad data, jobless claims, but i think it was really more about political fear. jack: so stimulus, i know those negotiations are still going on. the market wants that money. >> they do want that money. they want it badly. and i think they still think it's going to come. the losses would be much larger if it wasn't. but every day this goes on is another day where the money's not getting out to the economy, and it i