Manny Roman

I make the best espresso known to mankind, you know, and you'll be happy.

Triple espresso?

Triple espresso.

And it feels good every day and happy to be at work.

So I think it's a huge, super secular opportunity.

There is an enormous need for funding and equity in data centers.

I don't know whether the $6.7 trillion from McKinsey is remotely right, but it's very, very big, and there'll be plenty of financing deals to be done, and there'll be plenty of construction to be done, and it's true in the US, but it's true in other parts of the world.

the need also to have the infrastructure and the energy will come after that.

So, you know, we all talk about data center, but there's going to be a real rush for energy in terms of providing the right setup for all this data center.

And, you know, that's one of the reasons to be very bullish on natural gas.

In terms of...

I think what we will do is we will look at every single deal and we will say, this makes sense for us and this may make less sense.

And I think one of the strengths we have is to be pretty focused on relative value and sort of think that

You know, there may be a fantastic deal to be done, which would be very, very good for our investors.

And then we look at the next one in the full light of day and decide whether it fits our portfolio and whether it is something we want to do.

I think we have built it differently from Mark.

We have built it based on our experience in fixed income, our experience in relative value in a history of 54 years in looking at all sorts of credit.

We have 55 credit analysts who looks at every single segment of the market.

And I think we look at it from a value standpoint.

Does it make sense?