nir: joe, yes.ket is saying that as long as the vaccine goes reasonably well and everything goes back to normal around summer, there shouldn't be any surprises. this latest round of stimulus is actually going to get people from here to there without having too much of an impact on spending. as long as those two things are the basehink that is case priced into the market. if we get any surprises -- it is hard to imagine a positive surprise, but if we getting any negative surprises from there, i think there is going to have to be repricing. have you gotten into bitcoin yet? [laughter] not.i have i'm slightly embarrassed to say. romaine: it's not too late. jump on the bandwagon. [laughter] joe: i'm sure you have a lot of questions. great to talk to you, nir kaissar bloomberg columnist and unison advisors founder. cappeak with a small investor, frederick stanske of fuller and thaler management, all during the market mania. this is bloomberg. ♪ ♪ caroline: today, we are focused on the mania -- what else