RUSH TRANSCRIPT Chief investment ░░░░░░░░ creek more Wealth advisers ░░░░░░░░ my notes say you ░░░░░░░░ from morton Illinois is ░░░░░░░░ right More in Illinois ░░░░░░░░ self proclaimed pumpkin capital ░░░░░░░░ world That s also ░░░░░░░░ have to admit I ░░░░░░░░ no idea where more ░░░░░░░░ was like Google map ░░░░░░░░ just a minute ago ░░░░░░░░ guys are right outside ░░░░░░░░ peoria Illinois so there ░░░░░░░░ nobody more middle America ░░░░░░░░ then folks from morton ░░░░░░░░ in peoria Illinois The ░░░░░░░░ mines exactly did did ░░░░░░░░ good folks out there ░░░░░░░░ they care about tariffs ░░░░░░░░ stuff like that Jeremiah ░░░░░░░░ chemical incorporate it was ░░░░░░░░ founded in peoria Illinois ░░░░░░░░ 80 five thousand employees ░░░░░░░░ caterpillar right here right ░░░░░░░░ the river from where ░░░░░░░░ sit and obviously a ░░░░░░░░ portion of their sales ░░░░░░░░ over different parts of ░░░░░░░░ world and over in ░░░░░░░░ and and so obviously ░░░░░░░░ hear mightily about terrorists ░░░░░░░░ how it plays out ░░░░░░░░ far as as far ░░░░░░░░ our own economic security ░░░░░░░░ here in central Illinois ░░░░░░░░ it you John then ░░░░░░░░ you think about You ░░░░░░░░ to your clients a ░░░░░░░░ about putting the terror ░░░░░░░░ discussion and maybe some ░░░░░░░░ the economic uncertainty that ░░░░░░░░ result from a tariff ░░░░░░░░ Hey put that into ░░░░░░░░ investment discussion It s ░░░░░░░░ interesting to watch over ░░░░░░░░ last year especially this ░░░░░░░░ discussion even laughter and ░░░░░░░░ cycle about trade imbalance ░░░░░░░░ different methods to to ░░░░░░░░ and bring this trade ░░░░░░░░ in proper perspective And ░░░░░░░░ are the ones talked ░░░░░░░░ Was the blunt instrument ░░░░░░░░ a tariff and a ░░░░░░░░ of folks didn t ░░░░░░░░ much much knowledge or ░░░░░░░░ of to except for ░░░░░░░░ remembering a ferris bueller ░░░░░░░░ off and as far ░░░░░░░░ a discussion of Paris ░░░░░░░░ that movie so that ░░░░░░░░ academic there but all ░░░░░░░░ said then they recognize ░░░░░░░░ could be a big ░░░░░░░░ for them as far ░░░░░░░░ inflation and could be ░░░░░░░░ big deal as them ░░░░░░░░ far as overall economic ░░░░░░░░ So we really think ░░░░░░░░ would encourage it is ░░░░░░░░ a step back Let ░░░░░░░░ the go on term ░░░░░░░░ objectives ask yourself are ░░░░░░░░ an investor or are ░░░░░░░░ a trader and then ░░░░░░░░ upon your answer on ░░░░░░░░ you can make decisions ░░░░░░░░ make money in any ░░░░░░░░ However a little bit ░░░░░░░░ methodology so number one ░░░░░░░░ back in April We ░░░░░░░░ everyone if we poor ░░░░░░░░ back in the middle ░░░░░░░░ February saw the market ░░░░░░░░ time high and encourage ░░░░░░░░ to say hey stay ░░░░░░░░ there s no basements ░░░░░░░░ isn t the storm ░░░░░░░░ coming about going to ░░░░░░░░ sure make make logical ░░░░░░░░ based upon bags and ░░░░░░░░ always all the tear ░░░░░░░░ and the hit on ░░░░░░░░ Second it cause a ░░░░░░░░ of emotion and a ░░░░░░░░ of uncertainty We know ░░░░░░░░ markets do not like ░░░░░░░░ so we encourage them ░░░░░░░░ s allow this to ░░░░░░░░ out with the proper ░░░░░░░░ in the carnage try ░░░░░░░░ find ways to make ░░░░░░░░ in the midst of ░░░░░░░░ showed up whenever more ░░░░░░░░ came out and cooler ░░░░░░░░ prevailed and we all ░░░░░░░░ markets bounce back up ░░░░░░░░ two percent from that ░░░░░░░░ that we saw in ░░░░░░░░ the tenth so ways ░░░░░░░░ of the companies that ░░░░░░░░ like topic to it ░░░░░░░░ right now that I ░░░░░░░░ light us The Navajo ░░░░░░░░ relative strength of them ░░░░░░░░ very mightily they re ░░░░░░░░ mode as far as ░░░░░░░░ technologies base of defense ░░░░░░░░ as far as and ░░░░░░░░ research and development and ░░░░░░░░ love light Those and ░░░░░░░░ been only one investor ░░░░░░░░ that earlier this year ░░░░░░░░ has been a strong ░░░░░░░░ We actually look for ░░░░░░░░ right now I saw ░░░░░░░░ opportunities in the tech ░░░░░░░░ with the sell off ░░░░░░░░ in April Big names ░░░░░░░░ there snowflake beat dog ░░░░░░░░ re couple that we ░░░░░░░░ loaded up on early ░░░░░░░░ and very happy because ░░░░░░░░ I don t have ░░░░░░░░ ask for a friend ░░░░░░░░ enbridge it s a ░░░░░░░░ on an alien menace ░░░░░░░░ sept touch us about ░░░░░░░░ and enbridge It Enbridge ░░░░░░░░ very interesting and so ░░░░░░░░ ll look at energy ░░░░░░░░ look at what part ░░░░░░░░ the energy sector that ░░░░░░░░ are end and so ░░░░░░░░ know for sure As ░░░░░░░░ as lot of the ░░░░░░░░ companies the shells the ░░░░░░░░ of the world the ░░░░░░░░ mobil they saw awesome ░░░░░░░░ price pressures as far ░░░░░░░░ on their equity prices ░░░░░░░░ are we saw the ░░░░░░░░ of oil drop down ░░░░░░░░ yeah same time Those ░░░░░░░░ distribution center then bridge ░░░░░░░░ are actually held very ░░░░░░░░ their dividends, very strong and