All right. So, you're looking at the IIGJA, that big infrastructure bill. You say it was about 300 billion.About 170 has been spent and under 130 to grow. And you say that's tanamount to really a big tailwind for the material sector. >> Yeah.You know, and and what I'd say, Frank, is I look at it in three buckets. So, the public, you're right. It is we've got an incredibly positive outlook.Even though the bill expires in September, only 50% of the dollars have even been spent. Another really big bucket to wa ...

A very serious situation here. A number of complaints to the National Highway Traffic Safety Administration. How big of a deal is this for Tesla.It seems to have a cult following as a, you know, for vehicles and for owners. The idea of this risk, how big of a deal is it. >> Well, look, you know, every accident is regrettable and tragic.But I will say that number one, what you pointed to, there are emergency backup systems and there are ways to manually open the vehicles, both the front and back door. from w ...

looking at gold. So, gold's on pace for its best year since the 70s. Uh the years that you gave us, 73, 79.Those are the years after we abandoned the gold standard. So, is there any correlation between those years and this year that we're seeing such a big gold rally. >> Yeah, you know, if you go back through the 70s till now, there's only been four times that gold's actually um returned over 50%.So, I think a lot of what we're seeing now is the debasement trade. So looking at largely central banks uh movin ...

Drew, I I want to start off talking to you about some of the things we're seeing in the markets. Uh gold and silver at at highs, financials at highs. We're seeing materials and some other cyclical sectors outperform tech.What does that say to you about investors going into 2026. >> So, look, looking at the equity market action, I think investors aren't afraid of risk right now. Look, we're in a later stage of the bull market.We expect volatility. We expect more volatility. A lot of good news is priced in.It ...

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STRATEGIST AT THE CARSON GROUP RYAN GOOD MORNING. GOOD TO SEE YOU. >> GOOD MORNING FRANK I FORGOT TO GET THE MEMO TO WEAR SOME GREEN TODAY.BUT LOOKING GOOD FRANK. THANKS. >> WELL, THANK YOU VERY MUCH.I'M TRYING TO BE IN THE HOLIDAY SPIRIT. SPEAKING OF THE HOLIDAY SPIRIT, I FOLLOW YOU ON SOCIAL MEDIA. RYAN, YOU WERE POSTING ABOUT THE FACT THAT WE DIDN'T GET A SANTA CLAUS RALLY THE LAST TWO YEARS, BUT WE'VE NEVER MISSED THREE IN A ROW.YOU'RE ALMOST SOUNDS LIKE YOU'RE ALMOST GUARANTEEING A SANTA RALLY THIS YEA ...

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