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James Ray

James Ray

Sep 3, 2026

23:51
Yeah.
23:52
Also, um, I work with some very serious people.
23:56
We take our jobs very seriously and try to invest a lot in it and making good decisions.
24:03
But it wasn't then and isn't certainly now a suit and tie kind of a place.
24:10
And so that raised some hackles, but I got there.
24:15
And basically, it's a room full of probably the 10 most senior people in our investments group, including our chief investment officer.
24:23
and one other junior guy in the office who was covering CNBS and me, who is more from the real estate side.

25 MINS LATER

49:43
And so I guess first and foremost, you agree, but secondarily, just I guess more broadly, I should say, is how do you think allocations toward SFR will be impacted for a typical institution? And meaning, could we see more capital swing to build to rent, multifamily, manufactured housing?
1:23
Okay, we can play that game.
1:26
I think that's a bad outcome.
1:27
This is my personal position.
1:28
Again, this is not like the position of like, you know, like Philly DSA or like National DSA or whatever.
1:34
I think AOC is... a political careerist, traditionally an opportunist on an international issue, someone who generally has to be pressured significantly into even making minor concessions.
1:45
And this is a thing we've seen.
1:47
One could say it amounts to political cowardice in some ways.
2:39
way that was like catharsis to me to just hear someone who isn't me say those words out loud
BrandonHOST
17:27
And so I don't know, like what other than what I guess we already discussed were your kind of thoughts on what you were saying there.
17:34
No, I mean, I agree completely.
17:35
I think if you're willing to call something a genocide and accept the fact that a project is genocidal.
17:39
Right.
17:40
And this is my limited background in genocide and genocide studies is really what got me into like researching a lot of stuff around Palestine.
17:46
Like if you accept genocide.
17:48
genocide is occurring.

10 MINS LATER

BrandonHOST
27:34
And what did they do? There's videos, including from Abby Martin's documentary of soldiers filming themselves joking as they double tap children that are playing by the fence it's like so that's your non-violent resistance like what do you mean

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