Altimeter's Brad Gerstner: The economy is ready to cook

So Brad Gersonner, it's good to have you back. Uh, and it's great timing and no offense taken at the fact that you'll only wear a suit if you're going to the White House. I sort of figured that and this is what I expected you to be in today.And we'll get to all of that a little bit later. Uh, but I do want your current market view because I know you did get more bullish on these markets towards the end of April and into early May. And here we are.As I said at the very top, we're just a couple of percentage ...