How much supply chain disruption, how much does that combine to just make for a lousy environment? a lot of people are turning negative. you became a billionaire bucking the trend and whatever the consensus views are. now you saying this wouldn t be transitory, you stood out. now the world agrees with you. you think there s a possibility here that consensus is wrong and we re heading for oblivion here? no. i think we can get through in, neil. but like anything else, no pain, no gain. we re going to have to take a bitter pill. higher interest rates, we re going to have to accept the fact that there s a chance of a recession. my hope is if there is a recession, it will be mild. my bet is there will be a recession. i don t think in 23 or 22 as much as i see it in 23. but all the signals are there. all the signs are there. neil: when you say the signs