. >> and the last two years of the clinton administration, god bless bob ruben. >> yeah, well, look,e had not just a balanced budget, but a budget surplus. amen to that. in terms of the fed, though, there is some suggestion now that they may actually stop the bond buying by the summertime, by year end. that obviously would be a surprise, i would say, to this market, but is that really realistic, do you think? >> well, i don't know. i saw a story earlier today that they're talking about scaling back. you know, it's almost reminiscent, if you think about the ideas of getting people off of drugs, you know, so we are going to go to the methadone dose or something in fed policy. >> baby steps. do you think there's a real significant downside risk to all this free money? i mean, explain to our viewers, what is the downside here? because at this point, we see rock bottom interest rates, everybody's looking for yield. where are you going to get yield when you've got no rate there, with no interest rate, right, in the bank? you're going to come into stocks. so what's the -- is it inflation? w