Recent new highs in the stock market are refueling the debate about the true cause and actual health of the economy. In today's show I recount parts of actual conversations I've had over the last week that show valid concerns as well as justified optimism.

What is the new full employment now that computers do so much of the work? How can people who haven't had a raise in 10 years begin to spend more? I feel that a strong recovery is not a quick fix. And in the end, diversification is the best tool in the box.