The last few days, my partners at work and I have been discussing Jon Stewart versus CNBC/Jim Cramer feud that's been going on. My point to my partners has simply been these two points:

1) Jon Stewart is way smarter than most of us realize; and
2) Because he's so smart, don't mess with him.

Tonight, not only was Jon smart, but he talked to Jim Cramer as one of us. Us people with 401(k)s that have nearly vanished. Us people who look to people like Jim Cramer as an expert.

Stewart undressed him. And we owe him a debt of thanks.

Video as soon as it available.