Jim and Steve strike the perfect balance of large picture macro issues and how they execute on their insights with stock selection. They plow deeper than on the daytime shows like Halftime (one of my favorites). The exchange is organic and dynamic...and less formulaic than typical CNBC panel show will all of its attendant political and commercial imperatives. Only critique is that sometimes they interrupt each other at a key moment before the other's full point is made. But I suppose that's what can happen in an organic exchange.