Back from vacation, I'm ready to join The Impervious on a spirited discussion about tech's sell off. With SPY closing at 338, we talk about market expectations going into the fourth quarter - energy, industrials, precious metals and more. On the bull side, we cover the arguments for and against $DKNG (new deal with ESPN, including link outs on articles to DraftKings) and $PENN ($80 price target from Rosenblatt). On the bear side, we share thoughts on the Hindenburg report against $NKLA. Finally, updates on our bets - $BRK.B v. $QQQ, $MGM v. $CRWD and $CROX v. $SKX.