Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

All right, everybody, welcome back to the number one podcast in the world. Freeberg's out saving the world, creating new potatoes, or I don't know, quinoa, maybe some Brussels sprouts. I'm not sure what he's working on at this point in his place. His personal favorite bestie, he always says that, and when I'm not here, I want Brad Gerstner in the seat. Welcome back.

We haven't seen you on the pod since. your shout out at the State of the Union. Take us behind the scenes for a brief moment here, Brad, of what it's like to get a shout out from POTUS at the State of Union. Did you know it was coming? Did you choreograph to this thing?

Did you, did you choreograph that or was that more spontaneous? I honestly had no idea it was coming. And in fact, I I found out after the fact that it wasn't in the speech and the president added it to the speech, so I don't even think it was, you know a few days, a few days before going to happen. But we got an invite to the State of the Union and, you know, listen, it's an institution. This has happened every year for 250 years.

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