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John Grace

Jul 8, 2026

3:17
What is it?
3:18
It's in information systems.
3:19
And I can barely keep track of our website right now, so I don't do anything with that whatsoever.
3:25
But my county judge, I'll give him a shout out, Albie Brock, he hired me as the Adventure Tourism Director in 2006.
3:37
And we created like a, because we have a lot of natural beauty down there.
3:43
And we knew that like between the hiking trails, you know, we're the only county in Kentucky that has a national park and a state park, a lot of beautiful mountains, a lot of just different kinds of outdoor activities.
3:54
So we try to capitalize on those and try to catalog all the stuff that we have.
8:11
People are like, how in the world did you book? How did you afford them? Well, you got them years early.
BenHOST
9:33
Yeah.
9:33
At, at least compared to the '70s and the '60s, where it was just, like, it was a studio system.
9:38
They were just cranking them out.
9:40
Um, and also, like, a lot of people don't realize, like, the Sonny Chiba films, like The Street Fighter and, uh, Yakuza Wolf, and The Bodyguard, those films were made as double f- part of a double feature package at Toei Theatres.
9:52
So there was lo- it wasn't like those were, like, these big budget, storyboarded, you know, well-designed, uh, pieces of work.
10:01
They were like, these are B movies basically.
10:04
So I notice with this, this is, like, a A picture.

1 HR 27 MINS LATER

BenHOST
96:55
Well, with that, we will see you later.
54:19
So where are we now? Is inflation going to be under control or is this just the first of many increases are going to be happening in the months ahead?
54:28
Well, I think it's going to be like a review of COVID, right, where we were all hoping this would just blow over in two months, everything would be back to the way it was.
54:37
That didn't happen.
54:38
And now we are in uncharted territories everywhere you look.
54:42
So, we're saying, you know, don't look for the good old days to appear real soon.
54:48
Be ready for shock and awe.
54:50
It's not about the prediction.
55:21
Is this another scenario similar to the stock market crash year of 1929? Because you had alluded to that.
2:52
How do you play defensive in this market? You know, what sectors are you looking at? Which companies get a look in right now?
2:59
great question and you know nobody wants a hill mary pass to get back whatever the game is that they like enjoying right so we look at it in a number of ways one we want to establish uh active management strategy so what that looks like is that the recession risk is going up someone's monitoring that and the stock market's going down we don't hold shares we move out of risk assets into cash like 2008 Twenty twenty two first quarter twenty twenty five that reduces our losses.
3:27
We don't want to insult people saying you have to live with the losses.
3:31
That's defeatist.
3:32
We want to limit the losses but we have to have these strategies as in any game set in place long before the bottom falls out.
3:39
So we like active management.
3:42
We like greater diversification.
6:16
So when you talk about that reallocation, where are you looking exactly? What sectors, which industries, which regions?

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