What we could do is just try and find out

what kind of guerilla we had loose up there.

Muckleroy hopped on the next plane to New York.

He knew Mastroeni had another set of books,

and he would do whatever it took to get them.

I basically stood over Tom

and I told him that one of two things was going to happen.

Either one of the trading partners

that was crooked with Borget

who was a German arms dealer was going to kill him,

or I was. I said 'I'll track you down

and find you no matter where you go.

And sooner or later, I'll get you.'

The next day, Mastroeni came in with the real books.

The traders had gambled away all of Enron's reserves.

By acting fast, Muckleroy bluffed the market,

and managed to save the company.

After Valhalla Ken Lay maintained that

he had been shocked that the traders

had gambled so recklessly.