Dan Ivascyn

And then I was going to mention the correlation piece.

So when you looked at that chart over there, you saw, okay, well, there's AI investment and then there's energy investment.

Well, they're related because you got to figure a way to keep the data centers or the manufacturing facilities on.

So when you start looking at portfolios, it's pretty important to think about how that risk may move together and realize that

you're not going to quite know for sure, which gets back to this idea that anytime you're going to raise $10 trillion in a market, yeah, there's great opportunity.

There's also a lot of risk, especially if you own too much.

I'll break it into two reasons.

I mean, we could talk a lot about all the nuance in the market, but the first would be that you can structure safe risk

true investment grade type risk.

That's my favorite type of risk.

Yeah, it's an easier one.

Safe risk is great.

Safe risk, but lower yield.

Again, you're in the investment grade space nowadays.

Yeah, you're looking at 6%, 7%, 8% type returns in an asset that, if structured properly, at the end of the day, have credit risk that looks a lot like

And Meta, again, is a much better tech firm than others in this space because they're more diversified.

They're generating more cash flow.

They're in popular indices.

you can take advantage of owning MetaRisk, a company that we do think is solid investment grade.

Right, exactly.