Glenn Schorr

“Scott I want to follow up on your first comment in the open remarks was about the in the midst of a mega capex mega cycle and AI power I think a lot of us agree but the market certain days like yesterday and the day before feels more like we're overbuilt we're priced in spending is going to come down cash flow is…”

“You've had better DPI and better monetizations than most. You mentioned the over 18 billion of embedded gains in the markets at all-time highs. So I'm curious on the attribution of what changed and what holds back the timing and the ability to get to the A&I targets now.”

“That last comment leads into my question. I'll just merge my question and follow it together because it's easier. So, those things that you just mentioned, Jamie, on the big capital needs, some of those are very long duration.”

“I guess maybe just sticking with the true cycle ROE, David, maybe the other end of the spectrum, when I talk to investors, just given where the stock's trading, given the performance you've had, and two structural things seem to be happening at Goldman Sachs.”