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Cliff Notes: Investment Opportunities Everyone Is Overlooking! · Earn Your Leisure

• 0:00
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 0:03
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 0:07
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 0:11
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 0:15
  Speaker 1: some of the heinous migrant criminals caught because of President
• 0:19
  Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
• 0:23
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 0:28
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 0:31
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 0:35
  Speaker 1: are here illegally, your next you will be fined nearly
• 0:39
  Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
• 0:43
  Speaker 1: never return. But if you register using our CBP home
• 0:46
  Speaker 1: app and leave now, you could be allowed to return legally.
• 0:50
  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
• 0:55
  Speaker 1: border and families will be protected.
• 0:57
  Speaker 2: Sponsored by the United States Department of Homeland Security.
• 1:00
  Speaker 3: What is the investment opportunity that everyone is missing?
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  Speaker 4: I think outside of AI, of course those EMPIC has
• 1:08
  Speaker 4: been huge, but I think any we'll go to do
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  Speaker 4: your research on cancer treatments that are extending life and
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  Speaker 4: life quality by ten to fifteen years. I think that
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  Speaker 4: is going to be the next wave over the next
• 1:22
  Speaker 4: maybe six to seven years, like the weight loss drug
• 1:25
  Speaker 4: and ozempic, and that era has completely taken over. But
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  Speaker 4: I think decreasing morbidity rates and quality of life increases while.
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  Speaker 5: A patient has cancer.
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  Speaker 4: Not that I can't say everything that I've been told,
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  Speaker 4: but I've been hearing there are some alternative treatments that
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  Speaker 4: are coming from mainstream healthcare companies that are not as
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  Speaker 4: damaging as chemo or any of the traditional remedies that
• 1:49
  Speaker 4: are coming. So if you can have cancer going to remission,
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  Speaker 4: have high quality of life, don't lose your hair, don't
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  Speaker 4: lose all of your healthy antibodies, I think that will
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  Speaker 4: set the stuff market on fire over the next four
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  Speaker 4: or five years.
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  Speaker 6: Yeah, isn't that like kind of synopsis of how we
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  Speaker 6: look at the market now? Like everybody talks about the
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  Speaker 6: tech companies, I think most people couldn't name ten healthcare
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  Speaker 6: companies at all.
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  Speaker 5: This is the biggest business in the country. Absolutely, it
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  Speaker 5: is the business.
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  Speaker 4: Tech may get the most funding, but especially in the
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  Speaker 4: dawn market, farm and healthcare really just wants to go
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  Speaker 4: to if you want to have a true edge in
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  Speaker 4: the market, and they're like the one thing the Kramer
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  Speaker 4: has said historically that it has been true, there's a
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  Speaker 4: bull market somewhere in the down market, farmer and healthcare
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  Speaker 4: tend to do better, and a zero inflation environment tech
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  Speaker 4: will do better. So you have to know what cycle
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  Speaker 4: we're in. Interest rates are up, healthcare is up, Olympics
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  Speaker 4: going crazy.
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  Speaker 5: We talked about Novo a lot.
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  Speaker 4: I've been screaming Eli Lily forever, knowing if the interest
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  Speaker 4: rates were going to come up. That was a play
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  Speaker 4: into the rise and interest rates as well. So you
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  Speaker 4: have to know the seasonality and the macro picture of
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  Speaker 4: what to invest in as well.
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  Speaker 5: Okay, yeah, So.
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  Speaker 3: Off the backs of that, what sectors are best to
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  Speaker 3: invest in the down market?
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  Speaker 2: Healthcare for sure, I love.
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  Speaker 4: Third, I will probably look at oil and then b
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  Speaker 4: I will look at commodities. So I would go healthcare first. Well, no, no,
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  Speaker 4: let me scratch it. I would go defense. I don't
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  Speaker 4: love all defense companies, but in a down market, and
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  Speaker 4: if we're going to enter a longer war cycle, which
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  Speaker 4: we've been in war forever as a country, I would
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  Speaker 4: go healthcare defense first. Or defense second, for sure, those
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  Speaker 4: are the three that I would go with.
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  Speaker 2: Yeah, so I would take our commodities and peril with defense.
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  Speaker 5: So historically, historically, this is based on history.
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  Speaker 6: Obviously, in the down market, utilities, healthcare, and consumer staples
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  Speaker 6: are the safest and probably the best investments.
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  Speaker 5: This is always based on the data.
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  Speaker 6: Consumer stables make sense, all right, These are the things
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  Speaker 6: that we're always going to need. Beverages, food, home care supplies,
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  Speaker 6: personal supplies. These things were always going to need, whether
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  Speaker 6: it's a bull market or band market.
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  Speaker 5: Those are necessities.
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  Speaker 2: And we get the coke versus pepsi later.
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  Speaker 5: Yeah, yeah, yeah, yeah, yeah. We talk about all the
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  Speaker 5: time and we talk about ETF.
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  Speaker 6: So XLP would be if you don't know what consumer
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  Speaker 6: stables are, that would be a good ETF to look
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  Speaker 6: at and just look at the holdings and look at
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  Speaker 6: the allocations based on those holdings. So if you're looking
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  Speaker 6: at it from an individual standpoint, you can see the companies,
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  Speaker 6: or if you want to have a safe route investing
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  Speaker 6: in ETF, you can see that they.
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  Speaker 5: Have there what they have there.
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  Speaker 6: Consumer discretionary would be something like we always talk about
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  Speaker 6: when we talk about XL Y. But again those are
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  Speaker 6: things that we kind of spend when we have more money. Right,
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  Speaker 6: this is like when we have discretionary income. These are
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  Speaker 6: the type of things we spend on. So you'll find Amazon.
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  Speaker 6: So it's kind of the inverse. Right when money starts
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  Speaker 6: to slow down, then we go back to the necessities again,
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  Speaker 6: food and beveraged personal items. So healthcare you spoke about,
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  Speaker 6: but utilities is something as well. Yeah, again these are necessities, right,
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  Speaker 6: We're going to need power, all these things that become
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  Speaker 6: necessities in life or the way is how we should
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  Speaker 6: be looking at it from an investment standpoint. What do
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  Speaker 6: we absolutely need? Do we need communication? Do we need utilities?
• 5:20
  Speaker 6: Do we need to Yeah? This episode is brought to
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• 7:13
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 7:16
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 7:20
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 7:25
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 7:29
  Speaker 1: some of the heinous migrant criminals caught because of President
• 7:32
  Speaker 1: Donald J. Trump's leadership. I'm Christy Noman, the United States
• 7:36
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 7:41
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 7:44
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 7:48
  Speaker 1: are here illegally, your next you will be fine nearly
• 7:52
  Speaker 1: one thousand dollars a day, imprisoned and deported, you will
• 7:56
  Speaker 1: never return. But if you register using our CBP home
• 7:59
  Speaker 1: Apple and leave now, you could be allowed to return legally.
• 8:03
  Speaker 1: Do what's right, leave now. Under President Trump, America's laws
• 8:08
  Speaker 1: border and families will.
• 8:10
  Speaker 2: Be protected sponsored by the United States Department of Homeland Security.
• 8:13
  Speaker 6: So if we're looking at necessities, we're looking at need
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  Speaker 6: when it's subsessionary time, this is where our focus kind
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  Speaker 6: of should be.
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  Speaker 4: The only thing I would say about utilities is you
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  Speaker 4: have to know when to get out, because if we're
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  Speaker 4: back in a low interest rate environment, you could miss
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  Speaker 4: out an opportunity to get five hundred to one thousand
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  Speaker 4: percent gain on the tech side. So I agree, but
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  Speaker 4: it's more of a if I had a secondary portfolio,
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  Speaker 4: I will follow that. But if we got back to
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  Speaker 4: zero to three percent interest rate, I would have to
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  Speaker 4: take profit in the utilities and consumer the discretion area
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  Speaker 4: and then go back to If you want to talk rotation,
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  Speaker 4: that is a macro rotation that heads funds too used,
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  Speaker 4: not like the quarter to quarter that they often talk.
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  Speaker 5: I think that doesn't. I think we agree healthcare is
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  Speaker 5: number one. We both get absolutely. But you said oil, minister.
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  Speaker 5: In why you said oil usually because.
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  Speaker 4: If oil goes up higher, our economy tends to go down.
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  Speaker 4: Doing war USO tends to shoot up a lot more
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  Speaker 4: crude and WTI goes up a lot more. So it's
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  Speaker 4: not one that I've always loved. But if I'm looking
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  Speaker 4: historically at what does shoot up, oil does go up
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  Speaker 4: in that commodity space when a market is down overall,
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  Speaker 4: Like if we go to one hundred and fifteen dollars
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  Speaker 4: a barrow, which I'm not saying we will, but that
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  Speaker 4: will be a sign of suppression in the economy overall.
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  Speaker 4: Like vice is always number one for me, but if
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  Speaker 4: I have to pick second, like seeing where the price
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  Speaker 4: of oil is is a determining factor of where the
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  Speaker 4: economy is as well.
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  Speaker 6: Yeah, I remember during the pandemic it was negative. Remember
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  Speaker 6: how and what negative? I was crazy?
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  Speaker 3: Well, speaking of oil, so do you think oil will
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  Speaker 3: plummet or will continue to go higher in this current economy?
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  Speaker 4: That I think oil will pull back a little bit,
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  Speaker 4: maybe high eighties, and then we'll.
• 10:06
  Speaker 5: Start to shoot back up.
• 10:07
  Speaker 4: So we're in a very interesting space because we're not
• 10:10
  Speaker 4: clear on what's going to happen with Hamas. We'll talk
• 10:13
  Speaker 4: about kinds of permanent and a few they're going on strike.
• 10:16
  Speaker 4: You a w astilling proceedings. A Hollywood strike just ended.
• 10:20
  Speaker 4: So and Troy said it like when it was negative,
• 10:24
  Speaker 4: people began to build positions in oil. I think the
• 10:27
  Speaker 4: highest it got to maybe it was ninety one bucks
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  Speaker 4: about a year and a half later. So we're going
• 10:33
  Speaker 4: to be like a place where it's chopping back and
• 10:35
  Speaker 4: forth for a little bit. Ultimately, like oil prices are
• 10:39
  Speaker 4: going to come down because if not, consumers are going
• 10:40
  Speaker 4: to get crushed and businesses that are going to get crushed.
• 10:43
  Speaker 4: But I think we'll see prices come down, then shoot
• 10:46
  Speaker 4: back up, and then ultimately go back down in about
• 10:49
  Speaker 4: three or four months.
• 10:51
  Speaker 6: You know what's interesting and maybe you could again just
• 10:53
  Speaker 6: break this down for the people who may be unfamiliar,
• 10:56
  Speaker 6: the correlation between the oil prices and when we see
• 10:58
  Speaker 6: conflicts or war and so over the weekend we saw
• 11:01
  Speaker 6: oil go up by four percent. Yeah, so we saw
• 11:04
  Speaker 6: this happen when Ukraine and when Russia is Ukraine and
• 11:09
  Speaker 6: with a conflict, we saw oil prices have volatility. So
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  Speaker 6: what's the correlation between oil and conflict and war?
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  Speaker 4: Because we don't control our oil supply as cleanly as
• 11:18
  Speaker 4: we should because we're dependent on others. So now, of
• 11:21
  Speaker 4: course I believe I think Saudi Arable said that they
• 11:23
  Speaker 4: may release barrels to offset the prices so it doesn't
• 11:26
  Speaker 4: hurt everyone during this time, because you don't want a
• 11:29
  Speaker 4: whole bunch of reasons to not invest or for people
• 11:33
  Speaker 4: to be timid, and we probably have ten of them
• 11:36
  Speaker 4: right now. We don't need another five on top of it.
• 11:38
  Speaker 4: But the correlation is like, because we don't control our
• 11:40
  Speaker 4: supply and other countries have a vested interest in it,
• 11:46
  Speaker 4: ore prices can continue to go higher during times of
• 11:48
  Speaker 4: conflict because of people are going to keep the reserves,
• 11:51
  Speaker 4: usually to themselves. Ultimately, how this always plays out with oil,
• 11:55
  Speaker 4: everyone's worried for two or three months and it goes down.
• 11:57
  Speaker 4: That would be the same case here. Also wants to
• 12:00
  Speaker 4: push forward to go towards EV so we can have
• 12:03
  Speaker 4: a control of that market cap, even though if we
• 12:06
  Speaker 4: talk about EV, EV isn't as clean as everyone thinks
• 12:09
  Speaker 4: it is, and most of the people in oil will
• 12:12
  Speaker 4: have majority of market share in the EV space. But
• 12:15
  Speaker 4: because we don't control our own supply, that's why you
• 12:17
  Speaker 4: will see a lot of price manipulation with oil during
• 12:22
  Speaker 4: times of conflict.
• 12:22
  Speaker 6: Yeah, conflict, natural disasters, we've seen that before. Yeah, it's seasonality.
• 12:29
  Speaker 6: So all these things play a role in when we're
• 12:31
  Speaker 6: talking about oil. So yeah, anything to keep it on.
• 12:34
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 12:38
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 12:42
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 12:46
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 12:50
  Speaker 1: some of the heinous migrant criminals caught because of President
• 12:54
  Speaker 1: Donald J. Trump's leadership. I'm Christine Noman, the United States
• 12:57
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 13:02
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 13:06
  Speaker 1: one hundred thousand illegal aliens.
• 13:08
  Speaker 2: Have been arrested.
• 13:09
  Speaker 1: If you are here illegally, your next you will be
• 13:12
  Speaker 1: fine nearly one thousand dollars a day, imprisoned and deported,
• 13:17
  Speaker 1: you will never return. But if you register using our
• 13:20
  Speaker 1: CBP home app and leave now, you could be allowed
• 13:23
  Speaker 1: to return legally. Do what's right. Leave now. Under President Trump,
• 13:28
  Speaker 1: America's laws, border and families will be protected.
• 13:32
  Speaker 2: Sponsored by the United States Department of Homeland Security.