All right, guys, it's 3.30 on a Thursday afternoon. We're 30 minutes into the close.

Guy is stuck in traffic. Dan is in Italy. I'm running solo, but I couldn't be happy to be with my boys here.

So let's pretend we were sitting on our trading desk together, right? I know you're kind of positioning right now what you're thinking and how perverse this market

in this world is when you're rooting, Porter, you just said for people to be unemployed.

So we have a job print in the morning and we know how people are obsessing on every economic

data point. So Porter Vinnie, talk to me right now, what are you doing into the bell or what

would you be saying into the bell here? Well, just to be clear, I'm not rooting for people to lose their jobs. What are you doing into the bell? What would you be saying into the bell here?

Well, just to be clear, I'm not rooting for people to lose their jobs. But the market and people that are long, technology stocks specifically, are hoping for people to lose their jobs tomorrow. And that's just how perverse things are. And it makes me so angry. And our shorts have been squeezing on us for a better part of a month. Actually,

the bottom of the market was our last call. So all the people that want to own the technology

companies, the technology companies are the ones that are announcing the layoffs, the virtuous

cycle in their mind is keep announcing layoffs. Let's get some bad economic data points to juice

your stock higher, even though you're telling us that things are slowing because as a result, you're firing people. Just to be clear. What's so wrong with that, Danny?

You know, it's a world we're living in, Vin. I remember when we were last on, and I remember a story,

maybe I didn't tell, but I'll tell it now. Way back when, when Porter and I were in the

working at a hedge fund that shall be nameless it was

October of 2018 and we were having for what in that crazy construct was a good year and we go into

our boss's office and they go hey guys has it? And we all give each other fake high fives.

They're like, what are you doing?

What do you guys want to do?

We want to give you more capital.

Like, we want to give you more resources.

And we're like, you know what we want to do?

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