Simon discusses the very confusing economic backdrop and suggests that the stock market bounce off the June lows could reflect expectations for a more benign slowdown. He makes the case for APTV, BRKB, and DIS as superior operators in a challenging environment. Greg helps to examine the big picture and how support is coming from some unlikely sources.  Companies mentioned in this episode include BRKB, DIS, APTV, AAPL, and NFLX.