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betterment.com slash advisors. Investing involves risk, performance not guaranteed. Welcome to the risk

reversal podcast. I am Dan Nathan. That is Peter Bookbar. He is the CIO of 1.BFG wealth partners.

What's the story morning, Glory. How you doing there, Peter? Great to be back, Dan. All right. Last week, we had a little convo. We started the podcast. You were going to head out and see the oasis at the giant stadium. You went there, you rocked the house. They rocked the house. It sounds like, I mean, people won't shut up about this thing. We're going to get to that in a second. We're going to get to some of the real-life picks, as you like to call it, in and around, some of the stuff that you're doing. It's kind of Peter Lynch-esque, not as much Peter Bookfart. Not yet. So we're going to talk about some of the names that inspired you. And again, you were involved with prior to the OAS concert. We are going to talk

about some of the data that we've seen in front of the all-important August jobs report. There's

been some data on the labor market. And then, you know, this Google situation is really interesting

to me, the remedy phase of this monopoly case brought by the DOJ or the FTC, one of the two, or maybe both, that sort of thing. But the price reaction or investor reaction to those, I think, is really interesting. Where do you want to start? You had some comments in the book report this morning. That's the B-O-O-C-K report. Peter writes every day on that. It's a great subscription, so please go out and listen to that or read that.

All right, Pete, where do you want to start here?

Thanks, Dan. All right, well, we'll start with the labor data today since we get ADP tomorrow on Thursday

and then Friday, of course, the BLS report, whether people believe that those numbers are not.

But there's a variety of different statistics

with the job opening number today in particular, confirming that the pace of hirings has

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