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The Three Things You Left Us With at the End of Our Show
Consumer spending, debt and bank health are the three areas you're zeroing in on when you're looking at bank's earnings. So let's start by talking about bank health. A few months ago, you might remember that I had to call you up on very short notice to come on this show. And so there was a moment when it looked like we might have a banking crisis on our hands. Hooray. Wiping my brow here.