| 00:00 - 00:03 | The S&P 500 is down 6% from highs |
| 00:04 - 00:05 | FANG and SAAS names are down a ton |
| 00:05 - 00:07 | Lumber and Oil are also selling off |
| 00:08 - 00:12 | Western Canadian Oil is down to $29 |
| 00:12 - 00:15 | The Yuan is rapidly approaching $7 |
| 00:17 - 00:19 | Yields are too low, TINA will drive equity flows |
| 00:19 - 00:21 | And Tesla is changing the world |
| 00:24 - 00:26 | Mr. Gerber |
| 00:27 - 00:28 | Tesla |
| 00:31 - 00:33 | Tesla has fallen below $260 |
| 00:34 - 00:36 | and Elon's deal with the SEC is in jeopardy |
| 00:53 - 00:58 | [incoherent Warren Buffett quotes] |
| 01:13 - 01:15 | WE ARE GOING SO MUCH HIGHER |
| 01:15 - 01:17 | DOW DUPONT WILL UNLOCK MULTIPLES OF VALUE |
| 01:18 - 01:23 | TESLA WILL PRODUCE 100K MODEL 3S PER WEEK |
| 01:25 - 01:28 | DO YOU KNOW HOW MUCH AMAZON CAN GROW FROM HERE? |
| 01:29 - 01:31 | EINHORN JUST BOUGHT ALTICE, DO WE OWN THAT? |
| 01:31 - 01:34 | WHY DIDN'T YOU PRESS THE SHORTS LAST WEEK? |
| 01:34 - 01:37 | OUR HEDGES HAVE DONE NOTHING |
| 01:37 - 01:40 | YOUR TECH NAMES HAVE RUINED US |
| 01:40 - 01:42 | It could be worse, at least we aren't Berkowitz |
| 01:42 - 01:46 | BERKOWITZ IS A FUCKING JOKE |
| 01:46 - 01:48 | Mr. Gerber, many people respect Bruce Berkowitz |
| 01:48 - 01:52 | No one with a brain respects Bruce Berkowitz |
| 01:53 - 01:54 | HE RODE SEARS ALL THE WAY DOWN |
| 01:56 - 01:57 | We should lever up and buy momo |
| 01:57 - 02:00 | Buy some biotech, chinese tech, and oil |
| 02:00 - 02:03 | Maybe even some fucking crypto |
| 02:04 - 02:08 | NOVOGRATZ HAS A FUCKING JET |
| 02:08 - 02:13 | WHERE'S MY FUCKING JET |
| 02:14 - 02:16 | THE FED IS RIGGING THE MARKET |
| 02:17 - 02:21 | AND TRUMP IS RUINING THE ECONOMY |
| 02:27 - 02:29 | Maybe value investing is coming back |
| 02:30 - 02:34 | Maybe we should buy uranium stocks |
| 02:34 - 02:36 | Something with a catalyst, a story |
| 02:41 - 02:42 | Our performance fee is almost gone |
| 02:43 - 02:47 | WE REDUCED THE MANAGEMENT FEE TO 1% |
| 02:48 - 02:53 | I might have to sell my 4th house |
| 02:54 - 02:56 | What will my wife think? |
| 02:56 - 02:59 | She spent $3k at Sephora last month |
| 03:00 - 03:02 | WHAT THE FUCK DOES SHE BUY?? |
| 03:04 - 03:07 | It's ok, we are going to Make America Great Again |
| 03:14 - 03:16 | We could go to cash |
| 03:19 - 03:23 | Tell the LPs we're reassessing |
| 03:25 - 03:26 | Short some vol |
| 03:31 - 03:33 | Check CNBC for Fast Money ideas |
| 03:40 - 03:46 | Maybe Bluegrass is still on the DMs |
| 03:46 - 03:49 | Ask him what compounders he likes |
| 03:53 - 03:56 | Mugatu only jokes |
