Aaron Cowan

speaker

268 appearances 2 recordings 2 series first heard Jun 2026 last heard 12 Jun

Aaron Cowan’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

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I don't know the answer to that.

If he can make them better, it will help.

But as I'm saying, this is not really a Vegas play.

This is an Asian casino play that...

And if you look at the presentations, which is really cool, they are not, they barely mention it.

So one of the things we happened beside, we were hoping in one of the, so look, I worked at SAC and one of the things we focus on is catalyst path.

So what was the catalyst path?

The catalyst path was they would have an investor day, blah, blah, blah.

Barry just showed his cards.

So, but you know, if it's- Aaron, two questions.

Let me answer this in a sec.

So what's also cool about this idea was, so I've been doing this for 29 years.

Wynn, they opened Macau.

So Wynn started as a Vegas property, then opened Macau.

The market started caring about it about three years before it opened.

So the answer is they should care about it.

The reality is it tends to be about three years before it opens.

Well, we're almost in that timeframe, which is why we think it's opportunistically the right period of time.

Regarding the question with Caesars, look, this is an option.

As I told you, somebody built this project for them, they are running it for them, and

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