Ozan Ozkural’s Post

Transcript

Ozan, you've just had to be how are you? I'm good. How are you? I just needed to get that off my chest. I I was just thinking that the biggest risk is not taking any at all, Steve. So and and that's exactly the point, isn't it? I mean, it's been a racy old 2024. In fact, I'm gonna be indiscreet and say that off camera was and so it's been 18 months this year. It really has like nice, hasn't it? So, so you know you, but you've had to be invested. You've had to be invested and and though the bravest investors this year. On risk have been the ones who have been stunningly rewarded. That's right. And I think this year we have seen an example of what we call American exceptionalism that that word is overused and sometimes too much attention goes on to that. But I think we have seen a year where investors that have been risk on and proactive in the markets have been rewarded every year. But it's just tell me what the I think I know one or two things, but I want to know from you, why has that worked so far in 2024? And then obviously the next question is? By next year, because you know what, we have been in the middle of an incredibly fast news cycle. The world is changing. There's so much volatility in the market. It is it has not been a static here. And as opposed to being reactive and going through what, if you will, an investor would have done perhaps in normal years.