Rohan Goswami
👤 SpeakerAppearances Over Time
Podcast Appearances
You're right that it was absolutely intentional, his standoffishness, I think.
Nothing this guy does is by mistake.
Unfortunately, that's not the room he needs to be winning over.
He's got retail in the bag.
They love him.
They'll follow him to the ends of the earth.
The institutional guys are going...
dude, this is like hostile M&A.
You got to take this seriously.
It's not a joke.
And he failed to win any of those guys over.
Not a single one.
So we always love getting a prediction from you.
No, no.
It's not even like 50-50.
No.
Unless Ryan A gets actual, some sort of really durable financing.
And I know the journal in their report talked about some sovereign wealth funds getting involved.
And to be clear, I've heard nothing about that.
But every bit of reporting that I've done on the sovereigns the last few weeks, obviously given the conflict in the Middle East, suggests they're not interested in cutting really big checks and sort of getting involved in another messy bit of M&A.