Dan Ives

And there, I don't expect that 4 a.m. it's a crash in the party. Because now it's like, you're not, the leverage is not in the system. You have six trillion of money still in money markets.

That's why I'm not a believer If you go back to dot-com, Bob, okay? You had the average tech company trade about 30 times revenue. Today, it's 30 times earnings. I'm just trying to explain, like, this is what... I believe this... We're going to definitely have some dips. As we've seen. Like, Tokyo Black Flats, Black Monday, you have that five or six times.

That's why I'm not a believer If you go back to dot-com, Bob, okay? You had the average tech company trade about 30 times revenue. Today, it's 30 times earnings. I'm just trying to explain, like, this is what... I believe this... We're going to definitely have some dips. As we've seen. Like, Tokyo Black Flats, Black Monday, you have that five or six times.

That's why I'm not a believer If you go back to dot-com, Bob, okay? You had the average tech company trade about 30 times revenue. Today, it's 30 times earnings. I'm just trying to explain, like, this is what... I believe this... We're going to definitely have some dips. As we've seen. Like, Tokyo Black Flats, Black Monday, you have that five or six times.

But the opportunities will be there again. And I think we sit here a year from now being like... another market year in terms of tech because it's a fourth industrial revolution. You just got back from Dubai. You're building Dubai. Vegas from the ground up from a technology perspective.

But the opportunities will be there again. And I think we sit here a year from now being like... another market year in terms of tech because it's a fourth industrial revolution. You just got back from Dubai. You're building Dubai. Vegas from the ground up from a technology perspective.

But the opportunities will be there again. And I think we sit here a year from now being like... another market year in terms of tech because it's a fourth industrial revolution. You just got back from Dubai. You're building Dubai. Vegas from the ground up from a technology perspective.

But it does speak to, as you were saying, where we are. When we're talking about things like Dubai or Vegas, ground up, it shows the amount of infrastructure, energy, derivative plays, And now Khan, going to the FTC, deal making walks all right.

But it does speak to, as you were saying, where we are. When we're talking about things like Dubai or Vegas, ground up, it shows the amount of infrastructure, energy, derivative plays, And now Khan, going to the FTC, deal making walks all right.

But it does speak to, as you were saying, where we are. When we're talking about things like Dubai or Vegas, ground up, it shows the amount of infrastructure, energy, derivative plays, And now Khan, going to the FTC, deal making walks all right.

And you'll see it. Fed next week, they'll cut. Then the street will like try to, you know, parse out in terms of Powell's words. Right. Are they going to continue to cut into next year? Look, the reality is Fed's going to cut 100 bips next 12 to 18 months.

And you'll see it. Fed next week, they'll cut. Then the street will like try to, you know, parse out in terms of Powell's words. Right. Are they going to continue to cut into next year? Look, the reality is Fed's going to cut 100 bips next 12 to 18 months.

And you'll see it. Fed next week, they'll cut. Then the street will like try to, you know, parse out in terms of Powell's words. Right. Are they going to continue to cut into next year? Look, the reality is Fed's going to cut 100 bips next 12 to 18 months.

Regardless of when that happens. Right. That is a soft landing engineered. But in those periods, you get opportunities. And you get opportunities. I love that. Do you think Santa Claus is coming to town? I think, look, I think Santa Claus is coming down. And ultimately, like, there's a rally into the next two weeks. Right. then you probably go into early next year, a little bit of a pullback.

Regardless of when that happens. Right. That is a soft landing engineered. But in those periods, you get opportunities. And you get opportunities. I love that. Do you think Santa Claus is coming to town? I think, look, I think Santa Claus is coming down. And ultimately, like, there's a rally into the next two weeks. Right. then you probably go into early next year, a little bit of a pullback.

Regardless of when that happens. Right. That is a soft landing engineered. But in those periods, you get opportunities. And you get opportunities. I love that. Do you think Santa Claus is coming to town? I think, look, I think Santa Claus is coming down. And ultimately, like, there's a rally into the next two weeks. Right. then you probably go into early next year, a little bit of a pullback.

Right.

Right.

Right.

No, but to that point, I don't think you have massive tax... Because also, you have one where, like,