>> moral hazard meaning you do something wrong and someone rescues you and bails you out so you don't learn the lesson. >> you take risk with the understanding you're too big to fail. if you take that mental risk you create profits and that's really good for you, it's sort of a heads i win, tails you lose sort of scenario. >> think you're setting up, despite all the rhetoric, you're setting up for some positive growth and quarter-to-quarter consecutive gdp gains. these companies are lean and mean. their utilizations are down. capacity is tight. okay? you've got $2 trillion of cash on the s&p balance sheet. it has to be deployed. >> which means companies. companies have this kind of cash. >> companies have cash. >> but they're not deploying -- by deploying it, we want to see them buying companies, hiring. we've seen acquisitions, but we haven't seen hiring which is going to turn this economy around. >> because there's a lack of clarity in our current government structure. this is not a partisan argument. this is a bipartisan powe