Rebels Edge · Mon, Sep 14, 2026
Is Wall Street Turning Against AI?
Watch on YouTubeSummary
The hosts discuss an AI-related stock selloff that they attribute to calls for slower model development, alongside a partial recovery in major indexes and easing volatility. They examine pressure on AI infrastructure suppliers, highlight potential opportunities in HPE, and discuss growing liquidity in prediction markets before closing with football commentary.
- The hosts characterize the initial AI selloff as potentially excessive, pointing to the Nasdaq’s partial recovery.
- The VIX briefly rose above 18 before retreating toward the upper 16s to low 17s.
- Corning faced pressure from AI spending concerns and a discussed $2 billion equity program.
- Marvell, Intel and AMD were identified as AI infrastructure stocks vulnerable to shifts in sentiment.
- Dell, HPE and Super Micro were discussed as server and rack suppliers exposed to AI investment.
- Pete viewed HPE’s pullback as a potential opportunity, citing raised guidance and shareholder-return plans despite an analyst downgrade.
- The hosts said professional liquidity providers are expanding participation in prediction markets, making data analytics increasingly important.
Full transcript
Welcome back to another week of the Rebels Edge. This week, of course, we have Fed Chairman Walsh. He's going to tell us exactly what the Fed's going to do. 83% chance. You want us to break it down? We will on today's Rebels Edge.
[music] [music] >> Bang. Welcome. So, Pete, you were a busy beaver with the uh the Gophers.
>> Yeah.
>> But unfortunately, they they didn't take your advices, I guess. [laughter] You know what? It was a little bit different than I than I thought it was going to be, John, in terms of just who I was talking to and so forth. So, it was a much more casual thing. I wasn't the guy going in there with the big rahrrah like we see with a lot of the guys on TV. It was more just meeting
with the guys, talking with the guys, and you know, telling them about, hey, it's great to be in football. It's the greatest thing in the world to be in football, and maybe you get in the NFL, but that's a big maybe. So, I was just talking to him about the academics and the opportunities that are out there for them and what a bunch of great guys. As a matter of fact, John, all seven linebackers at the University of
Minnesota that I sat with talking about some of the academics, seven of them, seven of seven are all in the Carlson School of Business. So, they're moving along. They're doing a great job. Their academics are are extremely good. And so, very proud of them. We had a we had a rough game against Mississippi State, but um you know and it was fun to be in
there with the in the locker room ahead of time because our coach does a great job of getting him ready, but he doesn't play and the players did not play very well during the game. So, unfortunately, they lost, but it was still a perfect day and a and a and a and a great game, especially if you're a Mississippi State fan. Not so great if you're a Minnesota
fan, but uh but you know, it was a perfect day.
Well, let's dive into macro, Pete. Um, AI chip name sold off after anthropic CEO uh basically uh he had agreement from the other frontier lab leaders uh and they called for a slower pace of their model development. Um and uh that
of course had an immediate effect like that on stocks in particular of course stocks that support that model development whether it's software or cyber whatever um there were definitely stocks that were hit immediately. Now we have pulled ourselves back from a pretty
ugly selloff in the morning Pete to we're not unchanged yet but we're approaching it. What do you think?
>> We're getting a little bit closer John.
It's very interesting when we get this kind of news and we've seen negative news in the past coming in and knocking the markets down. Um, and it seems like a bit of a, you know, something that's been happening in before where maybe it was a little too much. Maybe people started to get a little more reality to it and they started buying things back.
And all you've got to do is look and see where did we start pre-market with the NASDAQ. We were down pretty significantly to the downside and we have rallied majority of the way back.
We're less than a half a percent right now down about 108 110 something like that. But it was significantly worse. So it's it's nice to see that. I think that's the more rational uh you know reaction. But uh you know, time will tell and we know there's a lot of things in the AI world and people talk about this that and the other and it's um it's
something that I think we're going to continually see because we've seen this before, John. We've already seen this on multiple occasions where they called for AI. Oh, that's thing it's an overdue.
It's it's not going to be able to do this, not going to be able to do that.
Well, um it's starting to be able to do a lot of these things, but um there's always some naysayers out there who catch a little bit of flame for a while, but it didn't last very long this time.
>> All right. Well, how about as far as the VIX? Probably saw a little pop on the selloff and then did it come back in line or is it still higher?
>> It's still a little bit higher. We did pop up an over 18 uh which is, you know, something that we haven't seen all that much quite honestly. Yes, we've been up there a couple times and yes, we almost immediately have pulled back and that's exactly what we're doing today is we got up there, we got a little bit over 18, we started to kind of wind it on back
again. So, you can see there by the chart. I mean, we we got back into the low 17s and now even into the potentially the the 16s, the upper 16s.
So, you know, these things I think I think that has been something that really does stand out, John, is we haven't really been able to hold on to those kind of the volatility specifically in this case. And a lot of that, of course, is just like what we were talking about with the NASDAQ. The NASDAQ was down significantly. Now, it's much less significant to the downside. I
think we're seeing the same thing out of the VIX. So, should we see it somewhere about a 1% move? That's kind of what it's telling us, but for the S&P, but quite honestly, the S&P now has actually rallied back pretty strong as well, John. So, it's only down about 4/10en of a percent.
Well, and I think Pete, some of this is that uh a lot of people that don't read all of the rumor or all of the news are reacting to things like Ashen Brener. uh this Leopold Dashen Brener. He's the guy, Pete, that uh flushed a couple, you
know, a lot of billions of dollars. I don't know exactly how much, but a lot during the July meltdown and had to sell his fund basically, although he kept the name. He sold the positions to Ken Griffith at the bottom.
>> And Ken of course feasted as he frequently does on such things. Um, but today, uh, they're still saying that he was in there and he was buying, uh, this is Leopold Ashen Brener again that I'm talking about. But that while he was
buying, Pete, he was, uh, buying fully paid for options. He wasn't using three or four times leverage. And if you're doing that, um, it is a much safer trade rather than levering up three or four times and going on portfolio margining or whatever you want to call it. Um, by
him just doing this, you're not going to get squeezed other than by your investors. [laughter] If they see, hey man, looks like we're down a lot. Uh, but maybe tomorrow we'll show you what the portfolio looks like as according to the people that are following.
>> All right, Pete. John, I'll say one thing.
>> Ken Griffin is an unbelievable guy in in so many ways. And I think you and I have all the respect in the world with him for him being Chicago guys. I know he's no longer in Chicago. He's Florida guy, but nonetheless, John, uh we had some negotiations with him at one point in our career and you know what, we ended up doing okay. So I think we might be the only ones [laughter]
because >> might be.
>> He seems to win a lot. [laughter] >> Yeah, very very true. Very true. Well, we'll talk about that maybe in the next book, Pete.
>> Yeah.
>> Um, uh, let's talk about prediction markets because there's a lot going on with prediction markets, folks. We know that New York has lined up against prediction markets. For instance, the state of New York. um they are attracting more and more professional I'm putting that in air quotes liquidity
which means that market makers if you can make a market in a data center or in a uh an AI play of some sort you probably can handle the volatility of making a market on some of these predictions where it's yes or no and uh
I think an awful lot of people don't really fully understand how that works the especially the the fact that, you know, you can't just put a prep proposition out there and have nobody trade it with no liquidity and just you're the only one. Um, you've got to
have somebody on the other side of these trades. Now, for sports bets, of course, um, as the line moves up and down like we saw this weekend, it's easier because you've got people betting on Texas, people betting on Ohio State, and then during the game, you know, they swing back and forth. But for some of these
other predictions, um it is tougher. You need some uh uh liquidity providers, I'll call them. And we're seeing more and more of those, Pete, starting to show up. That's why I figured for prediction today, we'd say we're seeing more and more of this, which means that
the edge uh is really just on data analytics more so than uh it was in the previous months or years of prediction exchanges. And John, you've been on the forefront. I'm not just saying that because you're my brother, but you really have been. You've been you've been in front of a lot of a lot of guys
and gals out there in the prediction month markets that we are seeing and how that's kind of playing out. And I think you're exactly right when you talk about liquidity. That's a big deal. I mean, nobody wants to go into some something where they're the only liquid thing that comes in there and it's like, "Oh, okay.
That's great." But I I think we're seeing more and more and more of that.
And you've pointed it out, you know, week after week, um, and over the last couple of months for sure when we started talking more about the prediction markets because the volume is there and we are seeing those volumes absolutely explode to the upside. So, um, you know, when you've got that when you've got the volume and you've got some liquidity, people do get a lot more
interested because they don't want to go into some terrible motel. You know, [laughter] they want to be able to get in, get out, and get it for the right prices and so forth. So, it doesn't mean every trade's going to win. I'm just saying at least there's something fair about it because of the fact there is enough liquidity to trade those things.
And I think it's it's really important and I think we're starting to get there as you're pointing out.
>> Yeah. Well, like you said, Pete, um it's uh it it's an industry that has a lot of room for growth still, even though parts of it are unregulated. Parts of it, not all of it. Uh but we'll keep our eye on it and we'll keep informing you guys.
And by the way, if you'd like to learn how to trade prediction markets, Rebel Con 2026, Pete and I will be showing you exactly how you could do that, folks, scan that QR code. Um, you'll be learning more about data centers and power, of course, because those are big
topics. AI, quantum computing. You'll also be learning about um the things that uh Derek Stevens, one of the biggest entrepreneurs in Vegas, what is he doing? how does he trade and how does he uh invest his billions uh that he
makes from both the auto parts business and circa he's a lot like an NFL owner I guess Pete where a lot of those guys they end up uh having a great business and that allows them to become an NFL owner and then pretty soon in most cases the ownership of the NFL dwarfs the
other business and I think in the case of Circa uh out in Vegas uh this might be dwarfing his auto parts business as well. But we've got a bunch of great uh uh lineup for you guys. So, if you'd like to get a great deal on a hotel room
at Circa for the event, if you'd like to join us, scan that QR code just for scanning the QR code and registering without paying us a penny. Get one of these. You become a member of the Rebel Investors Club. Three months for free.
You don't have to put a credit card in.
three months for free and then I think it's something you won't want to do without after you get it. And we're certainly going to have a lot of that going on out in Vegas. A lot of the Rebel Investor Club stuff that you'll see will blow you away along with Rebel Trade. So, with all that said, Pete,
let's dive right in. I was going to talk about PY because the stock was up 10 or 11% in the pre, but then it gave it all back. All a sudden I said, "Let's talk about some stocks that are moving." Um, they don't have to move up, but they've, you know, unchanged isn't exactly a great storyline.
>> No.
>> So, I'd say, uh, Corning, GLW, Pete, um, the company basically it's AI and capex and all that. And, uh, yeah, if you're fiber optics, which most of those data centers are, of course, well, you're probably buying some of Corning's
product. So if if indeed people are slowing down like uh the AI scare which was this morning um I think that's why these guys are down eight or 10%.
>> Yeah. And you know John they they also with this $2 billion equity thing this program that they've got I mean that's something that I think put a little bit of pressure on the stock as well. It was down about 8%. The last I looked it was down about 12%. So having a very difficult day and you know it's it's in that whole world that we talk about and we started talking about at the beginning of the show today but we've
talked about so many times but the whole the whole world of AI and [clears throat] the capex and our people willing to continue to do this type of thing um and and get deeper into it. So it's it's very very interesting but uh this is a stock that's been kind of you know it's had some great days and we know that and it's had some very difficult days and we know that. So it's
it's in this position right now. they're working with Verizon. They're working, you know, with the optics. They're doing all these various things. Um, so that it's not like they've just stopped and and don't know what to do. They continue to move forward, but it's still something where it's going to take a little bit of time. And, you know, this is one of those names that got caught up
into everything today when we were down, shoot, I think we were down as much as almost 500 or something like that, John.
Maybe it was 300 as far as the NASDAQ was concerned today. So, um, you know, this is one of those names that that has been a part of that, one of the leader names in there, and it's it's an AI sell-off that we've been seeing this morning.
Right. Well, you know, to extend that, Pete, you know, when you have somebody over the weekend saying, "Hey, slow the models down and then a bunch of his peers agree with him." >> Um, the president was pushing back against it pretty hard, Pete. Yeah.
>> Because he wants the US to be the dominant player in that. But some of the folks again, Anthropic and so forth were really saying, "Hey, you know, maybe we should slow the models down. Sam Alman was saying it and some of the big names in that." Again, we'll be talking about
that in Vegas, you can bet. But Marll, Intel, AMD, they're all infrastructure proxies, um, AI infrastructure proxies, and, uh, they were the ones, uh, bleeding pretty hard as soon as this kind of talk started. It started with
Corning and then it bled over to AMD, Intel, and Marll. Pete.
>> Yeah. And it was pretty brutal, John. As a matter of fact, you we're talking about the names that are the high beta names, and they are going to move. And when when folks turn, whether it's to the upside or the downside, when they turn, these things move pretty substantially. I mean, the last I looked at this thing and I'm I see where the prices are here, it looks like it's down
about 6% right now for Marll. And does that make sense? Yeah, it kind of does because there is some pressure on those.
Now, one thing I do want to point out about Marll, Bank of America came out and they say, "Hey, we still remain in a buy side that for this stock and a $365 target." Well, stocks trading about 221.
So, they're still pretty bullish about what this stock looks like, John. And you know what? I'm sure there are others out there that are saying the same things about maybe it's about Intel, maybe it's about AMD, but uh you know what, we've watched this game play out before where suddenly they just all turn and that has been something that has
created opportunity. So what are what does that mean for you and I and it should be for everybody else? Uh let's see when we start seeing some calls getting bought. That could be the trigger to say all right now is the time. But for right now, John, I think this is one of those days where the pressure is on and I don't think you have to buy it today. I think the opportunities will be there. It's just a
matter of when do we see some of the options come back and say, "All right, enough is enough. We're ready to start rec, you know, getting getting back into some of these names." >> Well, then you look around, Pete, at uh some of the players uh on the cyber side
and they are crushing it today. PaloAlto Networks up 12%. We've got Crowd Strike um CRWD up 14 almost 15% right now Pete.
Wow.
>> Because you know if if people cut back on AI uh development that doesn't mean that the demand for security cyber security is any less. Um these guys are at the forefront of that. And even our mutual friend Pete Jim Kramer said uh
Crowd Strike was a must buy in the pre-market today and it has just zoomed to the upside. It wasn't Jim Kramer's call alone folks but it was uh PaloAlto Cy uh Crowd Strike and other cyber security names that just caught a bid like that.
>> Yeah. And some of these names, John, they're they're near these names are near 52- week highs or establishing new 52- week highs. So, you know what? This this area, I'm not saying it's perfect, and I'm not saying they can't get hit here and there, but yeah, I mean, there when you look at the AI world, well, the first thing you think of is, hey, we need some protection out of this thing,
right? And then we talk about cyber security, and that becomes a big uh conversation, cyber software and all the rest of it. So, you know, like you said, John, it's Crowd Strike, it's PaloAlto.
I think some of these names are are are pretty dag on impression impressive. And then you've got Wedbush out there saying one of their very best ideas is are these names. So, I think that uh it makes a lot of sense to me that the cyber stocks are are still flying high because you know what that at some point
in time we're going to get over this and it's going to start moving again for the AI. probably does doesn't take all that long, but it'll take a little bit because of so much negativity that's going at it right now. But that being said, uh cyber security is going to be a need and and and people are going to be spending for that.
And then you've got Pete things like uh Dell and uh Huelet Packard Enterprise HPE because when you're talking about servers and racks uh Dell and Huelet Packard Enterprise they do both of that
along with like super micro SMCI but uh HPE was uh uh just an incredible bounce on Friday only to give it all back today. Well, maybe half of it back. Not all of it, I guess, but it was a 12%
blowout on Friday, Pete. HPE was. Um, and they're one of the best names in AI.
Uh, but that means also the two edges of that sword. The other side is, yeah, you're one of the biggest names in AI.
Okay, stab. You [laughter] know, there are people that were definitely selling this one immediately because of that AI exposure. And that comes, John, after they just raised the guidance for their Q3, right? I mean, so that was that's a big positive, of course, and you're looking out at the future and they raised that. That's pretty impressive.
Um, and then Evercore comes out and says, "Well, you know, on the other hand, we got a downgrade for these guys." Well, okay. Well, we've we just got some of the the good news that we just got from this AI company with the servers and the networking and all the rest of it. They was up all the way up, John, I think 62 bucks. I think it was
very close to a 52- week high and now it's pulling back about 10% or maybe even a little bit more. But um this is one of those that I think gets pretty interesting. They talked about, you know, plans for 75% of their free cash flow, John, to go back to shareholders.
So, there's some positives out there that people could grab on to, and I think that they will. So, you know what?
Is it pulling back today? Yes. Did it go up last week, you know, on Friday, uh pretty substantially? Yes. So, it's a name that I like a lot. I think that they uh they're positioned very very well. Not as good as the cyber security types, but I think they're positioned well. So, I I think this is one of those where maybe this is giving us an
opportunity and uh and I think we should look at it a little more closely.
>> All right. Well, let's look at this one more closely, Pete. The uh little video for you guys to see. Yeah, we could have run the Bears video because it was pretty good, too.
>> Yeah. Um, the Bears were, you know, they they scored 59 points, Pete. It's a lot.
>> It's like I think they tied the most in the modern era of football. There were higher numbers uh before in the old time old time football, [laughter] but this is 59 is pretty much a buttkicking. That means the other team couldn't even play D at all. And the Bears had their
issues, too. But let's let's uh listen a little bit to your Vikings, Pete, how they managed to come back and not just come back, but it was the biggest comeback and beat down after the comeback in NFL history, which is saying
dating back to last season. The longest losing streak since 1990.
And by the way, about finishing >> the Vikings quarterback, John was out within the first few plays of the entire game. I mean, he unfortunately got a a really bad hit to the head and they didn't want to risk that at all. So, he didn't, you know, they ced him off field and got him off and all the rest of it.
So, it's in my life.
>> It's something that, you know, this is Carson Wentz's offense for the rest of the game.
>> There were times where it struggled a little bit, but boy, when they needed to, he knew exactly the right guy to throw to. John, Justin Jefferson, JJ, I mean, when you're throwing the ball and you're throwing it to him, you got a really good shot that if it's just he and the defender, he's probably coming down with it.
>> Yep, he is. And boy, he's player. Not the only reason they scored.
>> I mean, I've got a good friend, so do you, Pete, that um manages money for the Packers >> because even though they're publicly owned, they make a lot of money and that money doesn't go into one owner's pocket. It just is at the I think it's the VFW beat.
>> Wow.
>> In Green Bay. Um but anyway, yeah, it's the only one that exists in all of the NFL. But uh yeah, they were not happy about this and uh they sent me things like our offensive line is trash and those [laughter] refs were paid off and
all that kind of stuff.
>> It was ugly. It was ugly. I can't imagine.
I thought the Ohio State failure was the biggest I'd ever seen, Pete.
>> And instead this was the biggest [laughter] and it was in the pros.
>> Yeah.
Well, I'll tell you what, it's a very difficult place to play. And I've heard a lot of players, a lot of fans talk about just how loud that stadium is, John. And it the, you know, there's some great stadiums out there. There's no doubt about it. I mean, everywhere. And it's not the newest one, but it's, you know, it's not that old yet. And and yet
people talk about just how how loud it truly is in the the Viking stadium. It's incredible. You you mentioned Ohio State, so why don't we jump to that, John?
>> Let's do it. I thought there were two games that were very very telling in college football and number one was number one Ohio State playing against Texas. Everybody was talking about it.
Matthew McConna was on the sidelines running around going crazy and what a fun guy to have out there, right? I mean this is a very successful actor and all the rest of that and he's done many many things and um to have him running around out there is great. You know what else is really great is to have Jeremiah Smith out there running around as a wide
receiver for Ohio State, but you've got to be able to get him the ball, [laughter] right? I mean, there's some there's some issues that come along with that. But Arch Manning, um I think that guy's pretty special, John. I don't know what you think about him. I I like his athleticism. I like his speed. I like
the way he uh the enthusiasm he's got for the game. And you know, Texas is a heck of a football team. And now, who's number one in the country? Looks like it's Texas. So, a fun game. I thought, you know, it was a it was a good game, but it was really came down to the
fourth quarter. And Ohio State gave up gave up 21 points in the fourth quarter.
That is not something Ohio State normally does, but give credit to Texas for doing it because they did it. They managed to get those points. and Texas looks they looks very very good. I mean unless Ohio State just stumbles around I think they're they might see each other
again into the future but it's not going to be until maybe December or January.
What did you think about that game, John?
>> Um I thought Pete that uh probably like a lot of you the viewers that watched it um Julian Sey looked okay in the first half. Pete, that's the quarterback of course for Ohio State. Looked okay. He hit Jeremiah Smith a lot.
>> And so Jeremiah Smith, he had eight catches for like, you know, some obscene. Yeah.
164 yards. Um, wow. But in the second half, he put the ball behind him or threw the ball over the kid's head. Um, I don't know if he was trying to force the ball into some place, but again, if if he's drawing doubles, you got to throw it to the other side. You got to
check down to the tight end or whatever.
The fact that he was 53% with uh 278 yards, Pete, here's the difference. Arch Manning was 63% for 195 yards. Each of them had an interception. Um, and uh, I'm not going to blame Arch Manning for his interception because he hit the kid and
it bounced right out of the kid's hand >> to the Ohio State guy. Um, but nonetheless, it does go down in the stats as an interception.
>> And, uh, man, I think uh, Arch Manning, like just as you said, Pete, great uh, passion for the game. He's run sprinting around the field after the game, and why not? I mean, it's a heck of a comeback.
>> And Ohio State, >> yeah, they should be embarrassed. They should be embarrassed. The defense should be embarrassed, but also the offense was three and out.
>> They were just not moving the ball in the second half. And that's always been, I think, Pete, one of the the the rips on Ryan Day is that uh you know, he doesn't put the knife in, right?
>> Um and you got to put the knife in. you got to win in the second half when you're up what 23-3 um going into the fourth quarter and you don't win that game.
>> I mean, it was a 98% chance on Kelshi that they were going to win and allegedly, we don't know if it's true, but allegedly MCA um put a big number down at halftime on on the Texans and >> Yep. More power to him if he did, Pete.
>> Yep. I got one other one that was another one that that surprised everybody and including me, but um maybe we shouldn't have, John. It's Oregon.
They got beat 3921 to North Texas. Oh, wait a minute. It's not North Texas.
Even though the entire team of North Texas came to Oklahoma State last year or in the offseason rather. And they've got a quarterback there, John, named Mesta Maker. And let me tell you, Mesa Maker looked pretty good. He had 109
yards rushing. He was 26 of 43 for 317 yards passing. So, I don't know when a guy's got 425 yards or thereabouts u total, that ain't a bad day. That's not a bad Saturday at all. And so, you know, that this is also a team that last week
did not look very good. They got beat by Tulsa. And now all of a sudden, you get Oregon, Oregon coming into Oklahoma City or Oklahoma State. And it was just an amazing back and forth and and Oregon was trying to get back into it, John, to to get themselves into position to get the win. They weren't able to do it and
Oklahoma State walked away from it. So, I'll tell you what, Oklahoma State, I know they're only one and one, but if they can kind of get a little momentum off of that, uh they can maybe go someplace. and that that entire coaching staff and all those players from North Texas, they got a lot of criticism, but I'll tell you what, uh that's a big win.
That's probably one of the biggest wins for Oklahoma State in quite a while.
>> Well, how about this one, Pete? I'm going to leave you with this one. Miami.
So the U um they were uh number seven coming into the game >> and they're playing you know the little sisters of the poor and I'm sorry but Florida&M had no business being on the field with them. Their athletic director should be fired for agreeing to play
Miami.
>> They get money there's >> Yep. They get money but man they got the heck beat out of them. Yeah. And uh Miami put up 77 points, folks. And they called the game.
>> Well, I did not know that.
>> Technically, they didn't call it, Pete, but what they did was both coaches agreed to only have 10 minutes put on the clock for the fourth quarter. When was the last time you saw that?
>> Never. I didn't even know about it, but never. [laughter] >> I had never heard. They were up 49 zip at half. Total offense 856 yards, first downs 42.
>> Oh gosh. [laughter] >> Um, and they only uh Pete uh Darien Mensah who might be the best quarterback in the nation I think.
>> Uh although the kid from Colorado, we'll talk about him tomorrow maybe. Pete, he looked pretty good too. But Darien Mensah 14 of 15, 252 yards, three TDs.
Um, and their quarterbacks, Pete, only had two incompletes in the whole game.
They played three three quarterbacks and they only had two incompletions in the whole game. I mean, it was just a track meet and obviously Florida&M just didn't have the horses to be in that. So, uh, that's just a damn shame because, you
know, you don't want to see some kids get destroyed like that.
um you know, play somebody, you know, apparently maybe they would have done better, Pete, playing Texas, North Texas State or whatever, even though they lost the whole team to Oklahoma [laughter] State.
>> I got one last one for you, John. NFL.
How about the Bears?
>> I got to tell you, >> Bears, >> that was so fun to watch and see them play that well offensively. I I don't know what to say about the defense necessarily because, you know, I do think this. I think Carolina with Bryce Young, and I would never have said this in the last couple of years, but I'll
tell you what, he played well. He looked good. He was 23 of 37, 361 yards. He had three touchdowns, one interception. I mean, the guy is playing good ball. And the Bears are not terrible on defense, but maybe they're a little bit less on the good side than maybe we thought coming in on defense. But it doesn't
matter when Caleb Williams is out there, John. He's got the offensive line. He's 21 of 29, 270 yards, two touchdowns, no interceptions. You know what? Uh this is a guy who just a few years ago, two years ago, got sacked what 68 times or something like that. They improved the
old line. They improved the offense. And they are they are really a powerful offense, which is not what Bears are known for. You know, the Chicago Bears are known for defense and being hard-nosed and running the football and all that stuff. Well, that all changed when they went up to Detroit and grabbed a really good coach. And since then,
John, they put up 552 yards in the game against Carolina. So, Carolina had 478, by the way. So, that's not so bad [laughter] either. But, but that was a heck of a game. And I'll tell you, I I like what we're seeing out of the Bears. I think
this is a a completely different Chicago Bears team than we've seen because I don't know, John, when's the last time we had literally like that level quarterback. McMahon was great, but McMahon was different. He wasn't He wasn't like Caleb. He wasn't slinging around every single play and all. He's a BYU guy, did his thing and everything,
but >> I don't know. Have you What is this the best offensive Chicago Bears team that you can remember? Yeah, I think so.
>> Ever? Ever?
>> Yeah.
>> Ever. Ever. ever. I mean, yeah, they have so many weapons, Pete, at tight end, the running backs, and he just got signed to a new contract, that running back, and he ran wild. Uh, there are so many great players, and then, like you said, they're blessed to have a healthy
offensive line that is a bunch of big, mean, you know, and number 58 leads those guys that whatever the uh the right tackle, he is a beast. So, you want to know why they run 60 some odd percent of the plays to the right?
That's the reason. [laughter] >> That's awesome. All right, I think that's it. Although, we did have a shocker. Arizona uh beating the Chargers to me is a shocker. I I >> Jim Harbaugh is usually not a guy who's going to lose a game like that, but you know, maybe Arizona's not as bad. Their offense looked pretty good. I thought
the quarterback, Brassette, looked pretty damn good. So, either the Chargers need a lot of help on defense or uh Arizona's improved.
>> I think uh it's the latter.
>> Yeah.
>> Um but yeah, that he did play exceptionally well, Pete, the quarterback for the Cardinals. All right. Well, Pete and I will be back breaking down more stocks and options and prediction markets and sports tomorrow at what time, Pete?
>> One o'clock Eastern time. Got to be there.
See you then.
You're
Transcript from the show's YouTube captions; automatic captions may contain errors. Educational content, not investment advice.