Jeff Currie of Carlyle writing this The cost of rebuilding and recovering from the homeless shock will be enormous and underscores the regime change towards physical assets. Jeff joins us now for more. Jeff, welcome to the program.It's always good to catch up with you. A fluid environment. So allow me to go for the headline of the last five or 10 minutes or so.One headline, one report coming from Iran that their energy assets have been struck. Now, I have limited information beyond that. But, Jeff, from you ...