pimco's chief economist paul mcculley and former fdic chair sheila bair.ll talk about the fed, the government getting tough on banks, bank of america. a lot more. do not go anywhere. financial noise financial noise financial noise frothere's no reasonn average 17 we can't manufacture in shuthe united states. here at timbuk2, we make more than 70,000 custom bags a year, right here in san francisco. we knew we needed to grow internationally, we also knew that it was much more complicated to deal with. i can't imagine having executed what we've executed without having citi side by side with us. their global expertise was critical to our international expansion into asia, into europe and into canada. so today, a customer can walk into our store in singapore, will design a custom bag and that customer will have that american made bag within a few days in singapore. citi has helped us expand our manufacturing facility; the company has doubled in size since 2007. if it can be done here in san francisco, it can be done anywhere in america. noyou can watch live tv

i don't know if you saw paul mcculley on from pimco. he said you guys have won.eclare victory on inflation, there's been a dagger that's been stuck or a stake in the heart of inflation. you guys can take a victory lap. you've saved the economy and there will be no adverse consequences. that's one way to think about it and i hope that that's true. then there's the other side. i've got three guys to talk about druckenmiller, warsh and martin feldstein. there's one group of people that worry that there's a day of reckoning that come because you've mispriced risk by orchestrating where rates have been for so long. and you already addressed part of that with are there bubbles looming somewhere? but then there's another group like kevin warsh that thinks we've already seen sub par growth and a malaise, and no income growth at the low end. we've already seen that because of what you've been doing for the past five years. you've got it, you've let a balance sheet recovery instead of an income statement recovery. so let's talk about that first. have you caused ceos just t

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