So I got on a plane in Newark, New Jersey, headed for Nashville, Tennessee.

Oddly enough, Dan and Danny, I was in Nashville this time last year for a Georgetown

University event. I flew down for something different. I actually had a speaking gig on Thursday

of this week. Now, I mentioned that because I like to read on planes as. Typically,

I'll just sit there and stare forward. But this time I actually brought a book. By the way,

this is the On the Tape podcast. I am Guy Adami. That's Dan, Nathan, and Danny Moses. In just a few

minutes, Gabriella Santos, the managing director and the global market

strategist at JPMorgan Asset Management, will be joining us for an in-depth conversation about

the market.

But the book that I brought with me, Danny, and I think you might find this interesting,

is, for whom the bell tolls.

Ernest Hemingway, 1940, for whom the bell tolls. Ernest Hemingway, 1940, for whom the bell tolls.

And it really struck me as odd. And there's a scene in the book, if there are such things,

scenes and books where the protagonist was, how do I say it, making love to a certain woman in the forest. And he asked her afterwards,

did you feel the earth move when we were engaged in that act? And it made me think, of course,

the great Carol King's song, I feel the earth move, which by the way, I think she got from that.

But what I'll tell you is, the bells are tolling and the earth is moving under

our feet. And why do I say that, Danny? Because AI is moving in one direction. And then in the

other direction, you have consumer debt, you have retail stocks, you have banks that don't get

off the mat, you have material stocks that are getting

whacked. You have continued geopolitical risk with the United States in China. You have all these

headwinds. The earth is moving under our feet, Danny, but nobody really seems to care.

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