So I'm just curious for you, like, where do you see things, at least as, as, as the time of this recording, what are... what's actually happening with the war today? Where are we? And let's talk about oil prices and things like that.

Yeah, so I wanna start off with always by saying I never wanna disrespect the president or what our military's doing, because I'm not in agreement with a lot of things that are taking place, but mainly the messaging, Peter.

I think the problem is the messaging.

I, you know, I'm o- I'm old school, you know? I just wanna know the facts and then I can come to my own conclusion.

I don't need you giving me a false narrative.

But the reality of it is, is that every, uh, media source I look at, from Fox News all the way down to Bloomberg, you name it, um, it is clear either there is complete ignorance on the media understanding oil and gas how it works, or it's deliberately trying to delay the bad news, and it reminds me very much of 2008, the big short.

Um, they know that oil's gonna be much higher.

[laughs]

[laughs]

We wanna watch the market.

I don't think you're gonna see a real, real telltale of this until probably the third, fourth quarter of next year because that's when everybody's really clear.

Trump's leaving office, and by then they'll know who's gonna be running against who.

Now you can start saying, "Which horse am I betting on, and is that gonna be positive or negative for the asset I'm gonna choose?" At the end of the day, because I am in the oil and gas business, what I know is massive derailment on supply.

There is no more worry about a supply glut.

That whole nonsense for five years, we have a supply glut.

Wow