00:00Ignore the noise. If you're a long term investor ignore the noise. Risk avoidance ends up in return avoidance. We have to knowingly intelligently take risk for profit. President Trump is a dealmaker. We know that. And that of course scared the market. And so you're getting back to OK this is a storm but we'll get through the storm.
00:30If you've been watching the world I think everyone recognizes that a strong America is not just good for America. It's good for the world. What we really like is data centers in the U.S. The best and single most exciting investment opportunity is to do secondaries private credit. Where do you think the downside risks are going to come from. I do think that risk assets whether it's equity markets or credit markets are too complacent and that the soft
00:59data will eventually catch up with hard data. We have a saying in Arabic. I'll say it in English that real estate can get ill but will never die. I thought sovereign wealth funds would be the right next generation partner for sports teams. This region today is a significant player and can actually host major events and not only just host them successfully but rather add value to that event.
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