Mr. Lorensax is giving a lesson about economics, addressing the relationship between taxes and government revenue as seen in the Laffer Curve and exemplified in the Smoot Howley Tariff Act.
Sam Rogers explains how he would get the traders to sell all of the company's mortgage assets in a day, bringing up ethical concerns in the process. Among the concerns is that the company will be selling customers a product with no value. John Told's response shows that he cares more about the company than its customers. This is made most evident by John's justification of selling the product to customers in order to keep the company afloat.