Guy Adami here with my dear friend, Dan Nathan and Danny Moses, both dear friends, special on the tape, folks, because you know why the market warranted it?

We wanted to break in with this.

We're going to have two special guests off the tape, Victor Jones, the CEO of Doe,

and Alex Lieberman, the CEO of Morning Brew. But first, let me rant a little bit, because

I'm a bit exercised, as you can probably hear in my voice. All markets at all-time highs,

which is great, folks. I hope everybody's making a lot of money, but I got to tell you something,

the warning signs are there and they're manifesting themselves all over the place. We had a guest

on Fast Money the night talking about valuations not really mattering, and maybe the right

multiple for the S&P 500 is somewhere between 25 and 30, and seemingly nothing stopping the market.

You know, I asked for the existential risk,

and the best thing you could probably say was the fact that maybe inflation gets here faster than everybody thought. By the way, inflation is here. It's here in all the wrong places. It's in here

in the way the Fed doesn't want to measure, and that's going to come back to vitamin and you know

what. But in the meantime, market's doing well.

I don't know what to tell you, folks.

Enjoy the ride, but I think this ride is about to stop.

Yeah, guy, it's called Yolo, buddy.

I mean, you only live once and get in there, whether it's the stock market, whether

it's Bitcoin, whether it's both of them combined. I mean, listen, you know, we just went through this really

crazy period in the markets. And I think we'll all look back in this and just say, you know,

this was a signal of something. The goalposts have been moved when it comes to equity valuations.

The new playbooks are being written. We know that that's not likely to last particularly

too long. I just think there's a level of complacency for all of the above

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