So I'm out here in Montauk. That's the East End. That's literally as far as you can go,

the East End of Long Island. You can't go any further. As a matter of fact, they call it the end.

And got me thinking Frank Mundus was out here in Montauk. Now, some of you may know that

Frank Mundus was the fisherman that they sort of patterned Quint after in Joyceaulk. Now, some of you may know that Frank Mundus was the fishermen that they

sort of patterned quint after in jaws. By the way, this is the On the Tape podcast. I'm Guy Adami,

always joined by Dan Nathan and Danny Moses. This is a special holiday short and week drop on a

Thursday ahead of the all-important. I just like saying that. Jobs report on Friday.

By the way, on Monday, Danny Moses will be in studio with G. Swizz. That's me speaking in the third

person when we do our market call-in show, Sirius XM-132 business radio, noon eastern, 9 a.m. Pacific. And we're going to take some

questions on this podcast as well, but the whole East End got me thinking, I'm out here,

Frank Mundus, obviously Quint was patterned after him in the movie, Jaws. And there's a scene

in that movie, and by the way, if you don't know

who Robert Shaw is, you should watch because he steals every single movie that he's ever been in,

including, by the way, The Sting with Paul Newman and Robert Redford. But there's a scene when he's on

the boat with Brody and Hooper, when they have three barrels in the shark, and Quint says basically to himself,

he can't stay down with three barrels in him, not with three barrels. And it got me thinking about

the market, quite the opposite, obviously. The market, how does this market stay up with effectively

Danny Moses three barrels, the three barrels being

a Fed balance sheet, which by the way has dwindled now to below the levels we saw pre-Silicon Valley

Bank. That's a good thing, by the way, but the balance sheet is shrinking. An inverted yield curve

to the tune of 105 basis points, probably headed more inverted than that, and obviously

valuations that don't make a whole hell of a lot of sense in this environment. So this market

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