Lou Whiteman
๐ค SpeakerAppearances Over Time
Podcast Appearances
It's funny, I don't honestly know if they're going to be public, but I think the answer is yes, they will be, because they simply just need to open up all of the access to capital that they can, and public markets are part of it.
Over under $800 billion is really tough.
I think that they are going to struggle to sustain what they go out at unless things turn around for this business.
I will say, yes, they'll be public, but they will be
say, a month after the IPO trading below the IPO price.
They'll be energized.
I was going to say, if they get that, they'll be watching their new yachts be built.
Yeah.
I mean, look, we already discussed the economic thing.
Yes, I think it will.
You know, how much it does and what it does to the economy, we'll have to see, but it's definitely going to hit.
But, you know, look, these things go up slowly and we are still a long way till five.
John, I don't know what to think of how, I think it's probably what, a three or four month lag from when
oil flows normalized to when prices get back to normal.
We only need to be by end of summer, I think, to hit your bogey and under.
I'm going to go under.
I'm going to lean into actions speak louder than words.
I don't know how this resolves, but I think the lack of
fire between the two speaks to both parties would like it to end, even if they're not saying it.
Again, the rhetoric is going to be weird.