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Humberto Boellert

๐Ÿ‘ค Speaker
422 total appearances

Appearances Over Time

Podcast Appearances

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

I think it was right around 57, 58.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

Yeah, 57 December, and it was New Year's weekend.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

And then we jumped up to 62 to 67, where we stayed basically until the war started at the end of February.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

I think that's where we stayed.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

So I agree that 79 is a key point, because 79, Pat, is only $10 from 67, where we were in February before everything started.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

So I agree with that marker.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

It goes like this.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

Once I sell you land so that you can feed your family, now it's going to take time to grow crops.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

And right now, the supplies are so low that now we've got to get oil through the system

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

to do it.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

Now, the good news is here in the U.S., you know, we've been able to do some of that.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

Not all of it, but the commodity price of oil will come down, but then it's going to take, it's the same thing we talked about, Pat, about June 14th.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

You need about, I think you need 75 days, two and a half months to start to see prices really shift because you can get everything processed.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

And now cheaper diesel is being bought.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

It's cheaper diesel in the truck carrying apples, cheaper diesel in the truck.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

Stable diesel.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

That's the main thing.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

Yeah, no, I mean, it gets back down to where are we right now?

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

Watch this.

PBD Podcast
Ferrari's EV Disaster + Mamdani's Asset Seizure | PBD #807

This is his scorecard, okay?