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I'm recording. Are you recording? Oh, yeah. Are we doing a cold open? The coldest.

Cold. Open. There you are. Oh, I thought that was a gold finger. That's it. Is that what

you're going for? Okay. It was. Don't tell me we owe someone money for rights. I barely

got it. I saw it. We're open for business. This is the Baron Streetwise podcast. I'm

Jack Howe. I'm here with our audio producer, Jackson Cantrell. And we're going to just

talk about a couple of topics today that I wrote about this past week. I'm going to answer

a listener question. We're going to talk first about why this stock market is not crashing.

I mean, it usually doesn't crash, but we're coming right after a banking crisis. Why

aren't people more worried than they are? Why is the market up? And second, we're going

to talk about a pair of analyst upgrades this past week on Walmart and Philip Morris

International, not because I'm so wowed by the investment case for these two stocks.

I mean, they both have their appeal sort of, but just because I think that the people

are generally interested in those businesses, first of all, and also sizing them up now gives

a sense of where we stand in the broad market what the opportunities are like. And the opportunities

are, I mean, they're not great. Well, we'll get into that. And then we're going to answer

...