Yep.

One of the few things that people usually forget about and don't really take into consideration.

I look at it this way.

It's no different than a woman who becomes pregnant and she goes to the doctor.

And one of the first thing he does, he puts her on neonatal vitamins.

And I look at chickens being the same way, especially if you have a lot of breeders and you're hatching a lot of chicks.

So supplementation of them with vitamins and with minerals usually leads to healthier chicks and stronger eggshells and bones and so on and so forth.

water-soluble vitamins and the fat-soluble? You want to start with water-soluble? Yeah.

It's

the tortoise and the hare.

And then you've got the situation in the stock market where... that to keep this momentum going, you have to find continuous buyers.

And anyone buying at this stage is a mug buyer.

So you have to keep getting mug buyers to keep the price going up.

And the minute that stops, and the financial markets have this ability to actually change in a second.

The minute it goes, do you know what? There isn't any mug buyers left.

We're

But how are analysts seeing this today?

Yeah, it is a symbolic level, but we've seen steady increase now for a number of weeks.

I mean, in reality, what was surprising was the level that oil fell to after the initial cessation of hostilities, because we add into huge levels of global reserves of oil, and they have to be built back, right? Plus, you've got the issue now of security of energy supply.

So, you know, stockpiling energy in Europe and Japan – All of these things have huge pressure on the supply of oil.

Now, the increase in hostilities we're just seeing now has spiked the price back to 100.

But our view is that oil's got quite a way to go yet, another 20%, maybe even more.

Oil and gas prices.

So will there be pressure on Donald Trump to do something to try and bring the price back down again? Because this is becoming an issue in America.

What does this effectively give us?

Yeah, so the oil deal with Venezuela is pretty interesting.

What it does is it basically opens future exploration budgets.

Venezuela's very large oil reserves to kind of contracted U.S. or U.S. affiliated companies.

And that will help ensure that there's investment and responsible investment in Venezuelan oil infrastructure.

And it also ensures that a significant percentage of the offtake will then go to American refineries to be refined.

And that will not only boost employment and in the oil industry here in the United States, but will also, you know, by its very nature, increase the supply and the availability of supply here in the United States and drive down prices in the long term.

Is there a real fissure starting to form there?

You got there.

Working at the music studio, I was around music teachers all day.

I think pretty much all of them went to some sort of formal college or conservatory for music.

A lot of Berkeley, some I think NYU, some went to Juilliard and just kind of getting exposure and asking them questions like what was school like and learning about there's an audition process and you have to prepare for that and depending on the school and this is 2005 2006 programs at that time I remember were fairly limited at least with Berklee if you were going for guitar, it was like you went for jazz guitar or you went for classical guitar.

And there were other avenues like composition, orchestration, but I was like narrow focus.

I want to play guitar.

And a lot of the teachers who had done that, they teach on some days, they gig at night.

Love that.

So when we're talking about heat stress, what in particular are we going to see in the chickens when it comes to the heat stress?

Open mouth breathing is usually where it starts.

And then it goes from there to, it's hard to describe, but that panting where you can actually see the throat moving back and forth, drooping their wings and holding their wings away from their body.

They're going to try to use their feathers and their wings to bring the temperature under control.

They're already feeling the effects of the heat.

And humidity is going to make that even worse.

We all know that a hundred degree dry day is not near as bad as a hundred degree day with extreme high humidity.

And once they're fully feathered, then I start picking them up and filling them out and then see if there's something I need to do.

Let's get started.

Well, thank you.

Okay, so let's go to the next slide.

Let's just introduce the topics.

Typically, there's really three different types of disputes that we talk about when we have a post-acquisition dispute.

The first is a networking capital true-up, and we'll define and explain what that is.

The next is an earn-out dispute, and the last category would be representations and warranties disputes.

Okay, and let's go to the next slide, please.

Why is that the case? Why is it that we are thinking of them as a separate category, that, that group of people who are just trying to get their first job?

Well, I don't actually think of them as a s- separate category w- w- in relation to AI.

I think AI is changing the nature of work at, at all levels, whether you're entry level or somebody approaching retirement.

But I think if you think-- the debate is often around AI and impact on jobs, and I think what our AI jobs barometer, um, which we released last week, is showing is actually the story is actually much more around productivity and skills.

So in those sectors most exposed to AI, what we're seeing there, the organizations that are getting ahead are seeing a three times growth in productivity.

Um, y- yeah, that's where the, the work has fundamentally been redesigned.

So w- why is that happening? When, when people talk about redesign work, one thing they're not doing is just layering AI on, bolting AI onto existing ways of working, okay? Some organizations have done that, you know, in the chase of efficiencies, and you might get some in-incremental efficiencies.

You're the co-author of the new report that we published with the World Economic Forum, uh, and PwC, and I was wondering what are some of the findings that surprised you the most in that report?

What will China and U.S. allies read from the actions of both?

Well, first of all, thank you for having me again.

And even just the previous piece you had on the House Select Committee on China is instructive here.

I had the opportunity just a couple of weeks ago to brief staff of that committee on some of China's nefarious activities here in the Western Hemisphere.

And I think what we should read out of what's happening here is that China has chosen, the People's Republic of China Central Committee, President Xi, have chosen war with the United States, but indirectly, which is classic Chinese military strategy, is to fight their battles indirectly and in a fashion that encircles the adversary geographically and encircles them conceptually.

So they are fighting against us on multiple fronts, essentially all but direct military.

And these confrontations in the South China Sea over territorial claims, fisheries rights and other activities are just one example of China using the shielding itself behind the restraint that other nations show under international law, while themselves pushing the boundaries and the limits of their own and international law at the same time.

And what do you think could trigger that?

How did that start?

So in the aftermath of Big Brother Canada season one, which would have been the summer of 2013, essentially, a good friend of mine from film school whose gimmick name is Peter Chow, he was a big YouTuber at the time and was collaborating with Colt Cabana on some videos.

And Cole Cabana was coming in to Vancouver to do two shows for the promotion ECCW, Elite Canadian Championship Wrestling.

And so to be a supportive friend, I went with him to those shows and had a great time.

And backstage, we were all just chatting after the first show, and the wrestler Scotty Mac came up to me.

um and basically said oh like hey you took my spot on big brother and i was like wait what what are you talking about and so apparently scotty had um applied as well and made it pretty far in the process but uh unfortunately didn't make it into the game uh but we kind of laughed about our mutual love of big brother and uh pro wrestling and uh struck up a pretty quick uh friendship And not long after, Scotty recognized both the value and passion that I could bring and Peter Chow could bring to ECCW and brought us both in as characters.

which was huge.

And when you can see the finished product happening in front of you, it is such a great feeling.

What do we know about how many more options the Iranians have in terms of weaponry and things that we need to take out?

Yeah, and that's one of the challenges of dealing with an authoritarian regime, whether it's Iran, China, or elsewhere, that the state purports to speak for all of the people when we know that it doesn't.

And so it's very difficult for the the good actors here, the United States and others, to maintain that clear distinction between the regime, its military arms, its intel arms, and its proxies, and the people who we generally want to see achieve a level of freedom and prosperity that they haven't had for more than 40 years now.

And so the military options for the United States remain the full range of options, air, land, sea, space, undersea.

And I think that you'll see an active coalition growing over the next couple of weeks as the NATO countries have also seen how badly they're affected by this economically.

Well, I hope so.

And very often, a few times that I've been on with you and in other venues where I bemoan the lack of a robust U.S. merchant marine fleet.

What what are you thinking? What are you seeing?

But if the issue with the Strait of Hormuz is not resolved, can that happen?

Um, no.

Obviously, kind of, you know, the Strait of Hormuz is, is key, but there is an awful lot of, uh, effort here going to bypass the Strait of Hormuz, right? And there's a, there's a-- I mean, the, the reality of what's happening here is it's, it's not, going forward, it's not a factor of the price of oil.

It's a factor of the security of energy supply.

That's the, the big takeaway from this.

The whole of Europe, Japan, right, needs now to move to a situation where they've got security of energy supply.

That's going to require a massive infrastructural spend.

And, uh, will the IMF, uh, WTO, IEA, and the World Bank, the joint statement, will that have any effect, do you think?

What's the Origin rituals?

Ritual, we'll go to the pub lunchtime today, have a few Forex beers, then settle into the games room and have a few rums.

Now, what about when we win?

We will win.

We'll walk the wall.

We'll maybe come out here, wave our flags, the cars go off.

It's great.

Who is in charge of Cuba and who is negotiating with Ratcliffe?

Well, it remains Raul Castro, Fidel's brother, though in his 90s now, remains significantly in power, though notionally behind the scenes.

And he is under investigation now, prompted in part by the attorney general here in the great state of Florida, but also the U.S. Department of Justice for possible indictment for the brothers to the rescue civilian aircraft shoot down back in 1996.

And so he is still behind the scenes and very much in power.

There's also a generation of Cuban generals and other officials who operate the commercial, the corrupt commercial network that supports the Cuban military and regime.

GAESA is kind of like their general services administration run through the Cuban military.

And it siphons off so much of the income of Cuba, both the business income and the remittances from Cuban Americans in the U.S. And the grandson, Raulito, is, though not in an official government position, appears to be a significant player behind the scenes and has met with U.S. officials.

In that respect, what was the significance on Cuba of the extraction of Maduro and his loss of grip on power in Venezuela?