look for the putting green with john ryding.e like to history with david folkerts-landau from deutsche bank. let's get right to this. the morning must-read. a bloomberg view column. "we may be approaching a second minsky moment by keeping rates at record low levels, central banks have made it easier for inefficient firms to survive, as in a rising tide that lifts all boats. last week, yellen said a financial crisis is unlikely to happen in our lifetimes. if he were alive, minsky would be shaking his head." shaking his head in london is david folkerts-landau. this speaks to shock. is sovereign debt the growing debt, the size of the dead? is that a possibility, to be in instability? david: that, combined with the liquidity overhang in the system , no doubt. at this point today, we could not see a financial crisis during this lifetime strikes me as not having learned the lessons of the last 30 years. there has been a crisis every eight years, starting in 1982. and on and on and on. 2001, 2007. and none of those, did we ever anticip