The company has a discussion on ethical dilemmas involving stealing in a perilous situation. They then shift into a philosophical discussion when Andy asks Michael how he knows the wall in the room is there if he's not looking at it. Michael goes into a deeper philosophical discussion by questioning the knowledge of other people and objects.
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.