marc lipschultz joins after the break with his outlook. his firm has over $150 billion in assets under management and the stock is up 27% this year. ♪♪ ♪♪ ♪♪ ♪♪ ♪♪ ♪♪ ♪♪ the power goes out and we still have wifi ♪♪ to do our homework. and that's a good thing? great in my book! who are you? no power? no problem. introducing storm-ready wifi. now you can stay reliably connected through power outages with unlimited cellular data and up to 4 hours of battery back-up to keep you online. only from xfinity. home of the xfinity 10g network. >>> a big beat for ulta, shares up double digits on strong sales and boost of its guidance. almost category led by skin care saw growth on the call. the ceo also saying the holiday shopping season is off to a good start. stock up more than 20% in just the last month. with today's move is now back to positive for the year. >> good to be in makeup, i guess. consumers are spending there. >>> let's turn to the private credit markets. our next guest oversees blue owl capital. with aum of $160 billion, it's one of th