So I the other day I wore like a J crew shirt and it had two wails on it didn't even realize I wore it on the podcast and some guy emailed and he goes, dude, you guys got new new bill shirts hook me up. It's not even on this. Oh, no, that's a J crew shirt.

What's with the crystals up there with where is that like Feng Shui? Then there's a lot of stuff up there that doesn't really have any rhyme or reason. Like that magnolia Bergamot. What the hell is that? No, how would I smell it? Are you into Santa candles? The way I am smells good. Do you like candles in your house? It smells very good. It doesn't use candles. No way. That doesn't drink coffee or use candles. My wife's candle person. I don't. By the way, that is the most contrarian move.

Pepsi. Literally. Diet Pepsi is my thing. I know. I know. Pepsi is better than Diet Coke. I agree with that. What's what's contrarian about diet? Nobody drinks Diet Pepsi. This guy. I love it. I don't drink Diet Coke. You drink Diet Pepsi to. So Rob, but it is not rally into diet. Diet Coke. Diet Coke does not taste anything like regular Coke. Diet Pepsi tastes exactly like regular Pepsi. Diet Coke is very distinct from the product that it's a diet. Although I will say,

the best Diet Coke in the world is at McDonald's. That's a fact. I think it's the, it might be the syrup, but I think it's probably the straw. There's the French right grease. It's the straw, right? No, it's the mix. Somehow the mix they have there is better than any mix anywhere else. The syrup to water ratio at McDonald's is the best. You think they turn it up a little bit? I don't know. It's got something about it. It's way better than anywhere else who go. They don't water it down as much. Diet Coke has its own formulation of Diet Coke.

Isn't that isn't that like how Guinness is better in Ireland? Wait a second. I was just watching American gangster. And you know how dense I got to piss that cuba good in junior because he's around with the blue magic. Oh, yeah, I feel like Coca-Cola should have the same thing. You can't mess with their formula. Don't you think it comes pre-made? You really think McDonald's could turn the dial up? I think they buy so much such a high volume that they are specifically fed by a certain portion of Coca-Cola. They get the high octane.

And I think it's like slightly different. What was the Michael Keaton movie about Ray Crack member? They found out Coke was like their first partner. Mexican Coke is different than US Coke. It's not. It's a formula, but it's not completely uniform. I just feel like it's theirs. But okay, so maybe it's different McDonald's. That's a fair point. Also, typically when you're drinking it, you're eating a lot of salty shit with it. That's sure. You're probably not. But like. Yes, he is. What do you mean? Are you eating French fries? That's a big fast food guy. Oh, you are. Although we had we went to parm today for lunch.

You ever been to parm? Yeah. Best hero in the city. It's pretty good. Ben took the top bun off. What did you eat chick-fil-a? You eat it without bread? I prefer the bread was like this big. I know. I'm just saying, do you eat chick-fil-a without bread? Try the veal. It's the best in the city. Yeah, I took. Yeah, that's that's the secret. You the chicken, no bread. The secret to what? Just saying fit. No carbs. That's the that's the whole secret. I could do that. No carbs during the week.

I think that most people think it's the opposite. Most people would think like just don't eat the chicken parm. By the way, all right. So that's the bell. It just don't eat the chicken parm. Yeah. It's not easier. It's done. 34, 74. How much is it down? How much is it down on the day? Like what's the percent? 8.4%. Because we're not points guys here. That's right. 8.4%. All right. So my prediction was like 50. I was way, way off. Ben, what did I say this morning? What the stock would be? Ben goes to me.

Before when we got back from lunch, Robin Hood, what do you think the what do you think it is? I said down 11%. It was down nine. Not to brag. You said it's going to finish below 30, though. That was my that was my ludicrous call. But it finished it finished down 8.37%. It's the official. So down $3.18. I nailed the open. Well, I just say 11%. What does that mean? Just made that number. I said, what do you think it's trading down? Just like that. I said down 11%. It was down nine. So I would have thought like a 10 plus point gain. And I would have thought that it

wasn't it wasn't a genius call. I made like the what was the range 38 to 42? And they opened that 38. That's a bad sign. That's a bad sign. Yeah. So I'm surprised you went the other way. Did you not know that? No, I don't know anything. I did because I got a new here. Are you new here? The bad sign is, hey, we got plenty of stock for retail. That's a look to me. That's the that's the bad home. And in this case, they did it very deliberately, which I think I think they did the right thing. Um, we're going

to start the show. You still you're still walking around fussing with the set. What does that thing do? Then then hasn't been here for this. I have to pick up the wall color. Duncan is rock and solo today because usually John is here. And John is at the White Lotus. I know it's amazing. That's amazing for him. He's in Hawaii. I don't know where he is, but he's been to Hawaii. Yes, I have. And I was talking to Duncan just before. I don't want to go back for like 20 years because I have such an incredible memories for it that I don't want to dilute

those memories. I don't need to go back. I went on a helicopter ride in Hawaii. I cried over the volcano. I got off and I threw up. I cried. Really? I had like a good. Oh, I got emotional because I went to the place where they filmed Jurassic Park with the waterfall. And I took me back to my childhood. Oh, that's where they filmed Jurassic Park. That's right. What what island is that? Uh, Kauai. Okay. So I didn't I was at Maui and I was in Kona for our honeymoon. And I don't want to go back because I don't want to do the flight again.

That's fair. It's far. We did a direct flight to the big island from Newark. Oh, how far was it? 12, 10 and a half hours. We sat first class. We took a bunch of like sleeping pills. And it didn't work.

I ended up watching whatever the movies were on the plane. And it was like pirates of the Caribbean one, two and three or something. It was not. I don't want to I don't want to repeat that journey. Remember, this is pre Netflix, pre devices. You could watch movies on. I love Hawaii. So, um, you watch the show, Ben.

We were talking about it on Tuesday night. I said, I think the third episode was the best one so far. It's getting good, right? Yeah. I like it. So, all right. You ready to go?

The calm hug in the floods. David O'Rossi. Very nice.

Welcome to the compound and friends. All opinions expressed by me, Michael Batnik and our cast mates are solely our own opinions and do not reflect the opinion of Ritual 12 management.

This podcast is for informational purposes only and should not be relied upon for any investment decisions, finance of Ritual 12 management, may maintain positions in the securities discussed in this podcast.

What do Michael Batnik, Ben Carlson and Jay Z have in common? We're all very good on the mic and we all invest in blue chip art, but unlike Mr. Carter, Ben and I don't have tens of millions of dollars to invest in a basket like Jay Z.

So, we use masterworks.io instead the premier art investing platform contemporary art prices rose 14% on average per year from 1995 to 2020 with very little correlation to equities.

Boscow's averages to local return is over 19% based on data collected by masterworks.io. So go to masterworks.io and start investing today. See disclosures at masterworks.io slash disclaimer.

All right, welcome to the compound and friends and we have a very special friend here today, Ben Carlson and Ben is you look so cute. He looks adorable. Ben is an official member of the compound. You're not even an end friend. You're part of the compound. So we have no friends today. I guess and Duncan's an official member of the survey says that people are losing their friends. So fair. All right. So this is this is I think going to be a day that we remember for a long time.

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