I was fired at the pinnacle of my career on my 39th birthday. And in the year that followed I learned that there are many psychological phases of being 'let go.'

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We've used up a lot of bullets. And we talk about stimulus. But the truth is we're running a federal deficit that's 9 percent of GDP. That is stimulative as all get out. It's more stimulative than any policy we've followed since World War II.