The talk starts off with the host revisiting Efrem Hoffman’s previous commentary on Jan. 8th, mentioning Running Alpha’s correct high conviction, time-relevant market call, which laid out the case for an imminent recovery ( when just about everyone from market professionals to retail investors were in a state of panic and anger ) from the prolonged period of global market risk events leading into the New Year.  Among a special line up of three seasoned guests, Efrem ads a sentiment analytics flavor to the three other independent guest conversation sessions with the host, which included: a general discussion on the December’s jobs number released today; followed by a talk to Ron Insana, Michael Corcelli, Efrem Hoffman, and Mohamed El-Erian — focusing on what these numbers and market action were telling them about the economy going forward.