Anthony Pompliano

We're not ready.

Like we are not ready for that world where, as I saw somebody eloquently tweet, we're now attacking the offshore development companies.

because you don't have to go hire somebody in name your country elsewhere and pay them 1500 bucks to build something for you.

You just one shot it, you know, for 200 bucks a month or whatever.

So that was all the fun stuff.

Now we gotta get to the tough conversation.

Blue Owl is in the headlines.

Everyone claims that they're gating redemptions.

They came out and said, no, we're not.

We're actually giving back more money.

Fugazi, fugazi.

there problems in the credit market is private credit not what people were told it was how do you think about the fear the chaos the uncertainty the volatility the lack of mark to market in the private credit world if salesforce.com's multiple is going down which it has the stock is down significantly

The blessing and the curse of something being opaque

yeah is you don't have to market to market nobody also knows what it is right nobody knows what it's worth and that has been looked at as a blessing for a long time i don't know but maybe it becomes a curse now i i think it does but again i'm i'm gonna give people now the um

What are you gonna do in your video this week?

Everything changes for me.

It's because you're cool.

It's because you're cool.

No.

Fashionable.