RUSH TRANSCRIPT O GRADY ░░░░░░░░ kicks off the second ░░░░░░░░ and investors will be ░░░░░░░░ one month if away ░░░░░░░░ the fomc s next ░░░░░░░░ rate setting meeting Joining ░░░░░░░░ now with 11 5 ░░░░░░░░ in assets under management ░░░░░░░░ Daoud So great to ░░░░░░░░ you on today because ░░░░░░░░ m really curious about ░░░░░░░░ take on energy One ░░░░░░░░ the sectors that is ░░░░░░░░ gangbusters right now on ░░░░░░░░ S P 500 Of ░░░░░░░░ last year right the ░░░░░░░░ about Big Tech Where ░░░░░░░░ you see energy going ░░░░░░░░ q2 DAOUD Well it ░░░░░░░░ depends on what the ░░░░░░░░ scene looks like We ░░░░░░░░ have some things going ░░░░░░░░ We have wars on ░░░░░░░░ front and that does ░░░░░░░░ energy prices And if ░░░░░░░░ had noticed from October ░░░░░░░░ it had been extremely ░░░░░░░░ It went up for ░░░░░░░░ while and then down ░░░░░░░░ now it s back ░░░░░░░░ But I I I ░░░░░░░░ it s more important ░░░░░░░░ note that the market ░░░░░░░░ broadened a little bit ░░░░░░░░ s not just all ░░░░░░░░ tech anymore Which is ░░░░░░░░ to see you know ░░░░░░░░ s all always unnerving ░░░░░░░░ only a handful of ░░░░░░░░ O GRADY Of course ░░░░░░░░ Yeah So it s ░░░░░░░░ of nice to see ░░░░░░░░ just energy but industrials ░░░░░░░░ financials and even utilities ░░░░░░░░ made a comeback O ░░░░░░░░ Yeah And so you ░░░░░░░░ real quick what are ░░░░░░░░ telling investors you know ░░░░░░░░ are excited about this ░░░░░░░░ market but maybe want ░░░░░░░░ take some profit DAOUD ░░░░░░░░ actually we re advising ░░░░░░░░ you take some profits ░░░░░░░░ if there are short ░░░░░░░░ needs I mean this ░░░░░░░░ the time where you ░░░░░░░░ to take a breather ░░░░░░░░ make sure you understand ░░░░░░░░ your goals and time ░░░░░░░░ are And if you ░░░░░░░░ a short term cash ░░░░░░░░ need meaning anything that ░░░░░░░░ coming up in the ░░░░░░░░ 1 3 years this ░░░░░░░░ a fabulous opportunity to ░░░░░░░░ money off the table ░░░░░░░░ secure it Because who ░░░░░░░░ what tomorrow brings O ░░░░░░░░ Oh gosh seriously That ░░░░░░░░ is timing the market ░░░░░░░░ I wish I had ░░░░░░░░ time with you today ░░░░░░░░ I do have to ░░░░░░░░ go, huskies.”