Jonathan Tepper's Report on the National Bubble

I thought Jonathan Tepper was treated quite unfairly by the media. There's a real sense of conformity and tribalism when it comes to a national bubble. He was treated as you know the foreigner, the hedge fund shill. We expected it. Right. And every weird thing about Jonathan and myself is we don't agree very much because we're so died in the wall about how micro macro. When we agree, we're almost always right. All right. I'd like to know all the places we agree. Most of the time I just listen to him and think, I don't have a fucking clue what you're talking about. Yeah. Different ways of skidding a cat.