We will have 'modestly growing demand' for oil and gas long term, says Ariel's Charles Bobrinskoy

Welcome back. Stocks falling this morning and oil moving higher as Iran strikes foreign vessels in the Persian Gulf. Let's bring in Charlie Berinsky, vice chairman and head of inst the investment group at Aerial Investments.He owns positions in several big movers since the Iran war broke out, including energy and fertilizer stocks. Charlie, it's uh it's good to have you on here. So, so talk about uh I guess the rationale for you you've been in in these types of names for a while, but it seems like you're po ...