I think they're right (kind of). I think we're in a bit of a bubble. But I think the main driver is severe asset inflation, so when the bubble pops we'll find

I think they're right (kind of). I think we're in a bit of a bubble. But I think the main driver is severe asset inflation, so when the bubble pops we'll find it only unwinds a year or two, at most, of the insane price-growth we've seen... well, ever since the recovery from '08, actually.