Is The Soft Landing Officially Dead?

And that's currently my take. I mean, I've been sitting here going, I'm so bullish. I can't see straight. Buy everything. Touch every memory stock. Get balls along. Don't worry about anything. And guess what? From the Iran war, when we were saying that to now, everything kind of three x. Everyone's talking about the memory bubble now and people are writing off. I don't like that people are writing off these numbers. I'm getting nervous.

Which which which number worries you the most and what did it do?

The number that worries me the most is that we now have a 95% probability of nothing happening at the next Fed meeting, but instead of a 5% probability of a of a cut, we have a 5% probability of a hike. We we almost we almost went twice there. But we're we're we're live we're live now. We figured it out. We're good to go. How's it going, Jonah?

It's going great, Avi. Nice to see you. Were the, the podcast so nice they intro'd it twice? Shut the

fuck off.

No. I mean,

so it it looks like you're

in a different different backdrop, Bobby. I I dare say I see a little bit of horse money and architecture in the window behind you.

Yeah. Tell me tell me what you see, Jonah. Where where do where do you where do you think I am? The the real the real OG listeners know the last time that I streamed a thousand x from Paris, I had I had a black turtleneck on and a and a mustache and glasses. And I was really leaning into the, know, call it, Parisian lifestyle. It was great. I enjoyed it. But just just as a as a heads up, unfortunately for me, I really put a lot of trust and faith in the hotel WiFi of this beautiful French hotel that I'm staying in, really in the center of Paris that I'm paying far too much money for. And unfor