Jason Hall

this cyclicality and the reality.

This isn't like traditional healthcare, where it's fine through recessionary periods.

People will wait another year to get glasses if the finances are tight.

I do think those things are pressuring the business.

But at the same time, because they are a bit of a low-cost leader already, that's part of their business model.

It could actually be, the near-term headwind in the long run could drive more people to Warby Parker that when times are good, they're spending more money on the nicer stuff.

I'm absolutely a buy on Trex right now.

I think it's so misunderstood.

The opportunity is still incredible.

As we go through this big wealth transfer from boomers and their parents down to younger generations that are prioritizing things like outdoor living spaces, things that are easier to work on and think about the environmental impact, I think Trex is a block and tackling business at its core.

We always forget that.

That's really what makes it so good.

It's better manufactured than anybody else.

I'm absolutely a buy on track right now.

Yeah, I don't think any of the companies in this space are going to prove to be rule breakers.

I think there's no real differentiation.

I think you have to go through too much regulatory hurdles to be successful.

And United, Emily, I'll say this, it's actually been the best-run airline in the U.S.

for the past five years.

It doesn't feel like it, but they've done a pretty good job.