Toby Howell

The whole conference is sort of distributed throughout downtown where brands and even countries take over retail locations as they're

homes for a week.

And some of these houses are wild.

USA House is in this big old church on the corner.

It's rather ominous looking.

Palantir's House looks like a Malibu sushi restaurant.

Lightspeed House, where we're recording from, is kind of this retro futuristic space.

That's sandwiched between the South African delegation and an Italian restaurant.

So it's all got this sort of chaos energy running beneath the surface that you get when you cram so many businesses and nations together.

into a tiny Swiss mountain town.

And we're recording right in the middle of it, which is pretty cool.

But first, a word from our sponsor, Indeed.

Neil, I'm in the mood for fondue.

Not that I need a reason to drink melted cheese, but it's because we're here at the World Economic Forum in Davos this week.

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Yeah, they are not happy this morning because this is really the first time investors are able to fully react to these tariffs because they were closed for Martin Luther King Day holiday on Monday.

We are also seeing that flight to safety that we've talked about really over the past few months where gold and silver are once again ripping because they are past previous records because investors are fleeing towards these assets that feel a little bit safer right now.