Patrick O'Shaughnessy

To map that back to where we started with the K-shaped economy, give us your sense, your state of things and how you feel about it, having been a person produced by one of these amazing stories and then a group of people that came here for that story and have challenges.

Love your closing reflections on that.

Is there anything about the world and how it works on the investing side that we haven't talked about that you think is most surprising or interesting?

Your style of investing is very different from the style I normally feature here.

So any other commentary on private credit and private credit markets in general, and then also on equities?

You have such a unique vantage point.

So just big picture view on those two big spaces.

What's your commentary on private equity, which is a key counterpart to that?

I love those guys.

Looking to the future, what do you most hope you get to do more of that MarbleGate becomes?

Where will you spend your time and attention based on your interest right now?

That has never been your approach.

You're one of the more unique investors that I know.

I love talking about investing.

I think what you do is different, and obviously it works.

Proof is in the pudding.

I think you know my traditional closing question for everybody.

What's the kindest thing that anyone's ever done for you?

Beautiful.

Closing story.