Jordi Visser

When you already have credit weakening and you've got the stories I mentioned about other parts of the market, plus you have the auto lending side, you still have the commercial real estate side, it all starts to add up.

And if that happens and you move equities down, then it turns into a very, very scary event for a short amount of time.

And I do think this year that is a probability that is

greater than 25% that we get a shock of that magnitude in our heads, whether it's 5%, 10%, 15% fall in the S&P, I do think it's gonna happen this year.

I'm gonna go in detail at the very beginning to emphasize that I think people are now at the stage where if you've ignored AI,

as a money manager, as someone trading, you don't have any time anymore.

It's over.

It's moving that fast that every day that you're not doing something, you're falling further behind.

So I'm going to emphasize that.

My paywall launched, so I'm going to emphasize it.

If you want to not only keep on top of things that I go more in depth with,

find investment opportunities, but also relentlessly talk about the information that we're going through in detail about why this regime is shifting.

It's there.

Also, the videos that I'm doing to help train people.

I'm finishing a paper on and I think you'll be interested in this.

I don't know if these are topics that you go through, but people have asked me the question,

Well, how do I have to think differently?

I don't know how to ask good questions.

And so I have two things that I'm fascinated with being trained at Quantico and like how they train anyone graduating Naval Academy, anything.

And you're like, I want to go to Quantico.