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Text duration start ents sentiment
20 22 outlooks from wall street continue 4.321 Jump to 5.759
    CARDINAL 20 22
three rate hikes 3.919 Jump to 28.16
    CARDINAL three
over the last three to six months 3.52 Jump to 56.719
    DATE the last three to six months
an unemployment rate but below four 3.999 Jump to 62.48
    CARDINAL four
of environment having rates uh near zero 5.041 Jump to 66.479
    CARDINAL zero
increases that we saw in the second 3.441 Jump to 134.959
    ORDINAL second
third quarter going into next year but 3.841 Jump to 136.239
    DATE third quarter
    DATE next year
three and a half percent uh we have that 5.04 Jump to 228.72
    DATE three and a half percent
it's down 1.7 percentage points over the 3.441 Jump to 236.239
    PERCENT 1.7 percentage points
five months 3.44 Jump to 239.68
    DATE five months
at 4.2 percent to get below uh uh four 4.879 Jump to 246.72
    PERCENT 4.2 percent
    CARDINAL four
percent or even three and a half percent 3.12 Jump to 249.92
around 3.4 percent even with a little 4.319 Jump to 253.04
    PERCENT around 3.4 percent
now the inflation we saw in the second 3.6 Jump to 291.68
    ORDINAL second
and third quarter of this year was 2.88 Jump to 294.0
slowing uh notable slowing in the first 5.2 Jump to 372.96
    ORDINAL first
salty snack category on a two-year basis 4.08 Jump to 444.16
    DATE two-year
we look forward into 2022 i mean we're 4.321 Jump to 533.839
    DATE 2022
look forward into 2022 i think we're 4.56 Jump to 553.6
    DATE 2022
in 2020 but again start to restock their 4.481 Jump to 571.279
    DATE 2020
continue into uh into 2022 so i'm not 5.6 Jump to 619.44
    DATE 2022
really tough one for most um uh 5.12 Jump to 684.24
this one you license out tgi fridays and 5.44 Jump to 702.56
foods in uh 2017 4.56 Jump to 725.12
    DATE 2017
uh one of the uh brand components to 4.88 Jump to 727.68
well into the 200 million plus uh retail 4.721 Jump to 750.639
    CARDINAL the 200 million
first but a lot of opportunity on both 3.44 Jump to 767.44
    ORDINAL first
throughout uh 2021 um you know in early 6.959 Jump to 788.88
    DATE 2021
2021 we kind of assumed and uh were able 5.44 Jump to 792.48
    DATE 2021
around four percent uh and it really 4.241 Jump to 804.079
    PERCENT around four percent
in in february of 2022 as well just as a 5.12 Jump to 816.959
    DATE 2022
2022 more so than 2021 and we've got 6.56 Jump to 837.76
    DATE 2022
parts of our 2022 plant as we go forward 4.0 Jump to 853.839
    DATE 2022
slate of innovation in 2022 despite that 4.48 Jump to 866.56
    DATE 2022
well after two years of you know i would 3.84 Jump to 891.92
    DATE two years
your innovation day and and one thing we 3.199 Jump to 916.88
    CARDINAL one
4.0 what is that and when will it start 5.679 Jump to 922.16
    CARDINAL 4.0
well we unveiled x-pilot 4.0 at our tech 6.961 Jump to 927.839
    CARDINAL 4.0
that will be upgraded by early 2023 6.479 Jump to 934.8
    DATE early 2023
our fourth product which is you know the 5.12 Jump to 941.279
    ORDINAL fourth
is to use x pilot 4.0 to enable 6.56 Jump to 964.0
    CARDINAL 4.0
vehicles 427 4.801 Jump to 986.639
    CARDINAL 427
000 cars that's 19 and a half percent of 5.521 Jump to 988.639
    DATE 19 and a half percent
roughly five percent penetration and as 4.88 Jump to 1020.0
    PERCENT roughly five percent
close to 19 so that's a dramatic 4.88 Jump to 1024.88
    CARDINAL close to 19
15 to 18 months and this is not just uh 4.799 Jump to 1029.76
    DATE 15 to 18 months
you know two to three years ago and this 3.919 Jump to 1056.0
    DATE two to three years ago
producing zero emission vehicles but 4.72 Jump to 1120.88
    CARDINAL zero
so one of the things that we're very 3.36 Jump to 1142.48
in about five minutes is that right and 3.519 Jump to 1162.16
    TIME about five minutes
technology will be in our fourth product 5.52 Jump to 1169.6
    ORDINAL fourth
be start delivering the second half of 4.559 Jump to 1175.12
    DATE the second half
powertrain design that enable uh 480 6.0 Jump to 1179.679
    CARDINAL 480
allows to you to charge up to 200 4.801 Jump to 1185.679
    CARDINAL up to
    CARDINAL 200
kilometers in about five minutes that 5.36 Jump to 1188.16
    TIME about five minutes
energy sector in 2022 and even in 2023 6.32 Jump to 1341.44
    DATE 2022
    DATE 2023
is one of our favorite sectors exactly 4.719 Jump to 1358.96
as it was in 2021 uh we do believe that 5.041 Jump to 1360.799
    DATE 2021
we're targeting prices closer to 85 88 5.12 Jump to 1370.24
    CARDINAL 85
dollars for 2022 5.36 Jump to 1373.28
    DATE 2022
uh somewhere between 80 to 85 and 2023 5.439 Jump to 1375.36
    DATE between 80 to 85 and 2023
reality for oil is that 60 of oil is 5.68 Jump to 1399.76
    CARDINAL 60
everybody wants to travel yes for two 2.961 Jump to 1409.679
    CARDINAL two
so that's number one in the case of the 4.08 Jump to 1456.64
and natasha i have one more question on 3.92 Jump to 1481.52
    CARDINAL one
for 2022 are we anywhere near that kind 4.481 Jump to 1501.279
    DATE 2022
so 85 88 dollars that we're not going to 4.561 Jump to 1512.559
    MONEY 85 88 dollars
far with the unemployment rate at 4.2 6.0 Jump to 1542.32
    CARDINAL 4.2
so the two favorite sectors on our team 4.56 Jump to 1568.96
    CARDINAL two
is actually energy that's number one and 4.72 Jump to 1571.12
agriculture sector number two 4.32 Jump to 1573.52
    CARDINAL two
general number one is it is definitely 4.08 Jump to 1581.36
agriculture number two is what is 4.721 Jump to 1595.919
    CARDINAL two
going into 2022. 4.321 Jump to 1630.559
    DATE 2022
some extent even 2023. 3.28 Jump to 1632.48
    DATE 2023
if you're bullish on one sector by 3.041 Jump to 1652.559
    CARDINAL one
it's copper is one of the methods where 5.679 Jump to 1666.0
time we had prices you know above seven 5.681 Jump to 1671.679
    CARDINAL seven
thousand dollar copper that was in 2017 5.52 Jump to 1674.32
    DATE 2017
and 2018 with so significant amount of 3.919 Jump to 1677.36
    DATE 2018
investment it was like 30 billion 2.88 Jump to 1679.84
    MONEY 30 billion
yes 2017 2018. all those projects will 5.681 Jump to 1684.399
    DATE 2017 2018
in 2021 2022 2023 and 2024 so it's 6.88 Jump to 1691.679
    DATE 2021 2022
    DATE 2023 and 2024
almost 2 million tons in the 20 million 4.479 Jump to 1696.32
    QUANTITY almost 2 million tons
    CARDINAL 20 million
actually the first time we turned 3.44 Jump to 1720.64
    ORDINAL first
bullish on gold was november 2017 when 3.12 Jump to 1721.76
    DATE november 2017
2020 since then we're holding a bearish 6.04 Jump to 1730.6
    DATE 2020
the fatty is expecting three hikes in 3.6 Jump to 1747.84
    CARDINAL three
2022 4.08 Jump to 1749.76
    DATE 2022
to average about 1550 by the end of next 4.561 Jump to 1758.159
    DATE about 1550
    DATE the end of next
bolero at 2.6 billion dollars bolero was 5.76 Jump to 1786.799
    MONEY 2.6 billion dollars
founded in 1997 when entrepreneur tom 4.399 Jump to 1790.0
    DATE 1997
1938 today the company has hundreds of 4.801 Jump to 1796.799
    DATE 1938
    DATE today
    CARDINAL hundreds
last eight years have been growing at 4.321 Jump to 1830.159
    DATE last eight years
more than five percent uh which is you 4.88 Jump to 1831.919
    PERCENT more than five percent
cost to two-thirds of our revenue so 4.24 Jump to 1841.679
    CARDINAL two-thirds
sold and that results in about a 50 5.281 Jump to 1845.919
we are eight times larger than the 4.0 Jump to 1860.64
    CARDINAL eight
number two bowling player in the world 3.921 Jump to 1863.039
    CARDINAL number two
and yet we only have about seven percent 5.12 Jump to 1864.64
    PERCENT about seven percent
you know up more than 20 percent that's 5.12 Jump to 1897.36
    PERCENT more than 20 percent
in the last six months i think on order 4.561 Jump to 1911.039
    DATE the last six months
of about 30 new locations and a pipeline 6.24 Jump to 1912.799
    CARDINAL about 30
of probably 30 more behind that so 5.439 Jump to 1915.6
    CARDINAL 30
seven percent market share in the us 4.239 Jump to 1945.44
    PERCENT seven percent
two years three years 4.0 Jump to 1954.24
    DATE two years three years
well we only have about seven percent 5.12 Jump to 1956.32
    PERCENT about seven percent
u.s market share there are 3 500 5.2 Jump to 1958.24
    CARDINAL 3 500
and i think we're right around 320 3.679 Jump to 1969.6
could be 700 in north america in the 4.24 Jump to 1975.2
    CARDINAL 700
next five years 2.48 Jump to 1977.84
    DATE next five years
and there's also probably 200 new build 5.359 Jump to 1988.32
    CARDINAL 200
two give us a lot of growth vectors 5.92 Jump to 1995.84
    CARDINAL two
think pre covered we're doing about 92 4.881 Jump to 2046.159
    CARDINAL about 92
million dollars just of league revenue 4.16 Jump to 2048.56
um that's one way that we show we're 3.681 Jump to 2075.599
    CARDINAL one
and we took that one location from a 4.401 Jump to 2136.079
million dollars a year in revenue to 15 4.16 Jump to 2138.0
    CARDINAL 15
million in revenue it was the highest 4.0 Jump to 2140.48
300 locations and growing 5.041 Jump to 2155.839
    CARDINAL 300
236. and it will never happen again 5.521 Jump to 2163.119
    CARDINAL 236
crypto in fact i got a gift back in 2014 5.121 Jump to 2215.599
    DATE 2014
that first step into crypto um it's also 5.2 Jump to 2245.76
    ORDINAL first
on 12 22. um you can send as little as 4.879 Jump to 2254.72
    DATE 12 22
one dollar worth of the seven 3.36 Jump to 2257.52
    MONEY one dollar
    CARDINAL seven
this because we do have 22 million u.s 3.441 Jump to 2305.359
    CARDINAL 22 million
last time we chatted i think it was 1.6 4.079 Jump to 2345.04
million on the wait list for that talk 3.601 Jump to 2347.359
next year yeah we have over 1.6 million 5.28 Jump to 2352.88
    DATE next year
    CARDINAL over 1.6 million
users were first time um 4.4 Jump to 2378.56
    ORDINAL first
we've seen over 2021 with crypto 4.88 Jump to 2439.92
    DATE 2021
saw 60 of our active or our funded 5.441 Jump to 2451.119
    CARDINAL 60
insights into which one of these cryptos 3.44 Jump to 2487.28
fact that crypto has been the 2021 story 4.48 Jump to 2493.52
    DATE 2021
and which one's gonna be targeted the 2.64 Jump to 2500.24
though for crypto in 2022 what are you 3.92 Jump to 2548.8
    DATE 2022
but i think one thing that is really 3.119 Jump to 2568.72
is is web 3 and and what kind of utility 5.681 Jump to 2571.839
    CARDINAL 3
in for the first time um and we've also 4.0 Jump to 2598.72
    ORDINAL first
fact holds true a third of truck miles 5.44 Jump to 2734.24
    ORDINAL third
uh one thing i will say is that in the 4.4 Jump to 2770.48
    CARDINAL one
let's back up a sec why are a third of 5.28 Jump to 2843.68
    CARDINAL a third
if not a third of trucks a third of the 2.96 Jump to 2848.96
    ORDINAL third
    CARDINAL a third
uh number of reasons so one uh 7.281 Jump to 2857.359
    CARDINAL one
actually extremely siloed uh no one's 4.0 Jump to 2886.079
system so when we say a third of truck 4.16 Jump to 2894.48
    ORDINAL third
you know but one thing that continues to 4.801 Jump to 2922.079
    CARDINAL one
to keep in touch because one thing we 2.48 Jump to 2975.68
    CARDINAL one
going to close in the first part of next 3.76 Jump to 2979.68
    ORDINAL first