So let's start with that speculative stock that you are recommending right now.

Joby Aviation, J-O-B-Y is the ticker.

And they make an electric aircraft that's a hybrid helicopter.

It takes off like this and then the motors rotate forward and it flies.

It's whisper quiet.

So it's sort of like a helicopter, but whisper quiet, which is a big important advantage, whether it's for military uses or, you know, most helicopters aren't allowed to fly in cities or cities.

out to Long Island or something because they're so loud.

So the market, though, is well aware

What is the first software company you are looking at for a long-term buy?

Sure.

Um, it's called ServiceNow.

The ticker is NOW, and it provides a range of software tools, um, that allow big companies to manage, um, asset management, risk management, IT service management.

I'm sort of looking at the list here.

Portfolio management, IT operations, customer service management.

It's, it's a whole suite.

Let's get on to that third stock, and this is one that I have lots of personal experience with, as I use it just about every day in my job.

Which gifts most inspire you, give you maybe the most satisfaction, or is it just the stories that you get back that fulfill you the most?

Well, I'll answer that question two ways.

Um, the best, easiest way to raise money is for something tangible.

So I've had the most success raising money initially for those 28 ambulances very early on in the war, um, and then most recently...

You know, $10,000 buys an ambulance, and we'll all drive it in and with other people, right? It's a good story, and people like giving money for that, and we can even put a sticker on the side of the ambulance saying, you know, a gift from John Smith, you know.

And you take a picture of that and, um, and that's super needed, et cetera.

You know, frankly, given I'm, I'm very, um, I don't know, utilitarian about this.

Um, could you tell our audience a little bit about that, lest we never forget?

Wall Street veteran Whitney Tilson ran for mayor of New York City against Mr. Mamdani last year.

What we're talking about is, you know, those pencil towers, uh, overlooking Central Park that are dark at night because nobody actually lives there.

I do think tone matters, and just out there painting billionaires as evil is really dumb, given that 1% of New York City taxpayers account for 47% of the personal income tax paid in New York City.

Um, uh, a bunch of billionaires, uh, went down to Florida during COVID, and that has real budgetary impacts, uh, on New York.

We should be rolling out a welcome mat for every rich person who wants to live, invest here, and we're already a very high-tax city, um, depending on how you measure it, probably the highest tax burden of any city in the country.

But there's something unique about New York.

I tell my rich friends who are thinking of moving, the whole point of being rich is you can live where you wanna live.

Then they have incentives, and they have leadership that talks about embracing, uh, their big corporate communities.

One thing that, uh, you do really well is that you're at the crossroads of Wall Street and the political scene, and I'm just wondering how realistic you think some of the threats are by your colleagues of leaving New York City if Zoram Mamdani should win.

win.Um, that will depend on whether he, uh, governs as he has in the past few months, as he's promised to, sort of tacking to the center, um, and said, "I will protect the Jewish population of New York," despite his, uh, dangerous rhetoric in previous years.

"I will not defund the police," and to his credit said he will keep Jessica Tisch.

Uh, "I'm going to embrace entrepreneurs and, um, and businesses," as opposed to, you know, government seizing all means of production, which is what's on his, his political party, the Democratic Socialists of America says that.

Uh, so I'm cautiously optimistic, hopeful I would say, that if he is elected, he will try and govern from the center, keep us safe and keep New York the incredible, um, center of entrepreneurship and finance and trade and all.

Um, but there is a risk that, you know, a 34-year-old guy who's grown up with the rhetoric of the far left, if he governs as a radical, I think people will flee the city, and businesses.

Which goes to Lisa's question, what's going to stop people from moving? Whitney, when you were going out there and campaigning, what are you campaigning for? What would you like to see change in this city and this state to make sure we attract the best of the best, not just around the world, but in this country too?

Yeah, well, it, it starts with, uh, public safety and not defunding the police.

With this Democratic primary, how does Whitney Tilson frame the first Tuesday of November? All of a sudden, it's complex.

Yes.

The...

It's particularly complex as we have the primary coming up in eight days, and it's ranked choice so voters can rank up to five candidates.

The way the polling looks right now is, uh, whatever round of ranked choice as, um, as other candidates are eliminated, it's gonna come down to Andrew Cuomo, the former governor, and Zohran Mamdani, the 33-year-old sort of phenom who's run a great campaign but is, uh, very dangerously inexperienced, has radical views.

Uh, I'll just point your listeners, read the New York Times editorial today.

New York Times, the liberal lefty paper of record, just destroyed Zohran Mamdani in their editorial today, said he's "completely unqualified," his "ideas are extremist," would be the "ruin of this city" is effectively what they just said.

in New York City.

How do you speak to the machine if you're an outsider?

Right.

Um, I'm going, uh, directly to the voters.

Uh, there is no path for a first time candidate outsider like me to win a traditional race, but, uh, keep in mind, only 26% of eligible Democrats voted in the primary last time.

Uh, I think the other 74%, a lot of them didn't vote because they didn't, they just saw different flavors of career politicians.

So, um, I've got to go around the machine directly to the voters with a message of change and, uh, if you look at voters, 75% of New York City voters think the city's headed in the wrong direction, a- and clearly want change.

And so I've got to position myself as the change candidate and go directly to them.

Do you find evidence of support among Democrat traditional politicians for this idea, "We gotta fix the housing crisis in America," or do you feel like a lone voice?

Whitney,

what's your platform? What do you want to do here? Mostly get the city's economy growing again.

And it's we are an economic powerhouse.

You mentioned how important New York is to the country.

It's five percent of U.S. GDP just in the five boroughs of New York.

And when I go to all the mayoral forums and talk with all the career politicians and debate the issues, all we're debating is how to spend the tax dollars and which city program they would fund and create more more more spending programs.

And I'm a business person and I understand our tax base.

How do you speak to the machine if you're an outsider?