Nicole Lapin

where they are in comparison.

in your life, your age, all of that, your risk.

It's all important to take into consideration.

And a lot of young people in particular vote with their dollars and they take into consideration their morals and their values and how they feel about oil or how they feel about defense stocks or private prisons and tobacco and all of that and look at ETFs that strip those things out.

So how would you talk to a values-driven investor who's like,

cool, cool, I want nothing to do with oil.

Or there's options, right?

No, I'm just trying to read between the lines.

But yeah, I hear what you're saying.

You were more invested in ESG or ESG ETFs or companies that stood by that.

And now you've moved a little bit away from that based on research that you've done.

Well, we talked a lot about Iran today, for sure.

Are there other sectors or areas that you are bullish in, you know,

XLE, as you said, an ETF that tracks energy, has beaten the S&P 500, so has SMH, semiconductors.

What areas are you excited about right now?

The circular spending in AI is so real.

So basically that's, you know, one company like a Microsoft to buying something from Nvidia and then Nvidia, then buying something from Microsoft.

Where is that revenue actually going?

It's just back to each other.

Absolutely.