WEBVTT

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Suddenly, the media is covering how expensive our food is going to get because of this conflict.

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Let's take a look at it.

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And before we even start, what we see was the cutoff of the Straits of Hormuz is more

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of a siege.

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You just have to go back to, you know, prior times of warfare, 1200 AD, 800 AD, 2,000

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years prior, and you would rope off an area not to allow supplies in or out.

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But to now, these forts for a better term are what we would call countries, regions.

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Same principles apply.

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Cut off the roots, in or out, and eventually somebody has to collapse.

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Which brings me here to Lulu Group International, airlifting 80,000 kilograms, about 160,000

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pounds of fruits and vegetables from India to the UAE, because they can't get food

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in by ship.

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They're breaking the blockade or trying to...

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Kuwait also announcing a ban on exports of all types of food commodities.

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Well, they can't get it out of their region anyway, so kind of fruitless, no pun intended

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with the food and the fruit, to even say such a thing.

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But you can see the trajectory of it.

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March 6th, just a couple days back, Dubai only had 10 days of food at the present

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time of this video.

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They have eight days of food.

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So I guess we're going to watch in real time to see if a modern nation will

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be starved out or how the people will behave is more of a thing here.

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This is a...

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Prices can go up, things are going to get cut off, but the main takeaway is how are

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people going to be cordial or not to each other, depending on what nationality

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you're from?

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Are you local?

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Are you from international?

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Are you a different region?

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Because remember, the UAE has seven different emirates, kind of like, you know,

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our America's 52 states, well, they have seven different emirates.

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Well, they all come together, cohesively to work together, whether one,

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you know, Abu Dhabi take the lion's share of everything, is Dubai going to get it?

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So this is the main thing to look at.

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How quickly systems will fail when the food stops and how the breakdown

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of law will stop when the food stops.

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This is going to be a case to look at, and then you can just forecast it

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out on how other nations will behave.

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And once you get better metrics of how much petrol they have, how much food

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they can import or not, you can almost predict the chaos, nation by nation.

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Over here on the conversation, straights or mous, food security is an immediate risk,

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but wider shortages, global price increases for your food.

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Like they're starting to hit on it now.

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They have to because prices are already starting to go up, petrol's going up.

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They need to start in our beginning to really put the danger of all this in context

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of Arabian Gulf business insight.

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If you're looking for Middle East business news, this is the one for you,

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AGBI conflict threatens food supplies as well as oil.

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And that turns into gasoline, diesel, farm machinery, planting the fields

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or not, and also natural gas for the fertilizer.

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But first they look at the dates.

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You know, the Middle East is a huge producer of dates, so check out this different variety.

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I myself am a fan of a little more of a caramelized color, the caramel color of it all.

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I find the really bright red and the very dark black ones a little bit off-putting for my taste,

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but if you're going to hit somewhere in the zone that's yummy across the planet,

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go for the golden honey color, you can't go wrong with that.

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So the distant messaging is beginning for anybody who's aware to hear.

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We went through COVID that wrecked our food prices.

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Everything skyrocketed and it has never come down.

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So the thing about the price you were paying for your food in 2016,

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which again was a skyrocketing leg up from the 2008 financial crisis.

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If we were to compare 2000, let's say two or 1999 food prices with today's,

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oh, you would just roll over and faint off your chair if you saw the actual rises in it.

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But each of these contagions, energy-driven and then global-driven as well with an event

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and then the food price, once they go up to that price, they never come back down.

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Have you noticed that?

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Oh, yeah, everything's going to go back to normal.

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None of the prices did.

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And this time when it goes leg up, it's going to go like a rocket leg up.

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It's not going to just, you know, stair step up.

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It's going to go vertical with an engine on it.

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And that's the thing that's really kind of terrifying over with the 50,000-foot view of this.

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Another two weeks and we're going to start to ignite that rocket in vertical pricing.

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Most people choose silence.

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We choose to speak.

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How the war could impact Canada's fuel prices and energy sector.

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Again, they're misleading, but then further in the article, they give it to you with those with eyes to see.

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Diesel being used in the production and transportation of food is going to be drastically impacted.

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Now, for Canada and the United States, we're very lucky.

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A lot of oil production, but the rest of the world, not so much except the Middle East.

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And they're having their own set of problems as you can see.

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30% of all chemical fertilizers come out of the Middle East and they use natural gas in the production of it.

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So why the Iran conflict could hit Canadian grocery bills?

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Boom, right on it.

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These are independent journalists telling you this.

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So maybe our news this time will come from independent journalism that outmaneuvers the carefully narrated

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so you don't panic mainstream food professor conflict in the Middle East unfolding at a particularly bad time

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as Canada's industrial carbon tax is set to increase again in April.

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Attention persist beyond four to five weeks.

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We can expect additional upward pressure on food prices.

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Like nobody wants to hear that and they're telling you exactly when it is,

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but more forecast or what that is so far out of most anything I've seen.

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It's going to be hitting within two weeks or so that the first passed down cost are coming to you within two weeks,

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maybe three, you know, by five weeks, you're going to go to the supermarket and be like,

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I can't believe the food went up again, Gertrude, one of those things.

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So everything is all about food from now on because if it becomes the most expensive thing in your life and oil,

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then really what are you going to have left over to pay your mortgage?

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This is the precarious part of civilization in itself.

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And, you know, like myself a fan of history going back over periods of history where there was collapses

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and our modern era is the last 200 years comes to this point where nobody can pay for anything.

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They get frustrated to get angry and they lash out government usually.

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Why can't you take care of us?

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Why don't we have this?

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Why can't you guarantee that we used to have it now you have lost your mandate to rule over anybody.

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You can't even guarantee the basics.

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People get angry when all they do is work just to eat and just to pay for mortgage.

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No money for fun.

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You're going to have to cancel your Netflix, no travel, no beach time.

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Can't take the kids on a holiday.

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You're just going to work for food and you're going to work for your mortgage.

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What kind of life is that?

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Wow.

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Building up the American Dream White Picket Fence.

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Well, that can of paint is going to cost you 30 times more because there's lubricant oil base in there.

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So it's already game on in a few of these places here.

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Petrol prices are rising everywhere.

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Gasoline for you in America.

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Everywhere.

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So it looks like South Africa importing 85% of its crude from the Middle East is already getting smacked.

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Food price increases, petrol increases.

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But interestingly, they used to refine their own diesel products and they used to have their own refineries.

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But wait, that was outsourced.

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Also off of Toby Ma.

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Crop yields are going to fall by 50% if we can't get the fertilizers out.

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So I'd like you to read that first paragraph carefully with me here.

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It says the crisis could surpass the global food price shocks caused by Russia's invasion of Ukraine in 2022.

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30 million tons went offline if you didn't know that.

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30 million tons of grains went offline because that's how much Ukraine produced.

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And the energy and fertilizer costs soared.

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Driving food prices to record levels.

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CEO of European fertilizer, Giant Yara, emphasized crop yields.

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Crop yields, crop yields.

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50% down.

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That's more than gigantic.

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That is the dissolving of everything you know in this world.

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We couldn't have a carrying capacity of 8 billion people on the planet.

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Or 7 now, excuse me.

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If we can't grow the food, you can't feed people.

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Like there's limits to growth, as was stated by the Club of Rome.

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I truly believe that there are limits to growth and we are absolutely smacking head on into a wall of one right now.

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It was so dependent on very intercomplicated supply chains from one place to another,

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peace time conditions.

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Everybody had guarantees this, that and the other.

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30% of everything that we rely on in terms of natural gas produced fertilizers is gone off line

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until we get that straight back open.

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You're not flying 60,000 tons of fertilizer on an airplane out of the area.

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This is not happening.

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So the reality is setting in.

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I know a lot of luckily, as the way the ag business works,

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since we're into the seizing of the fields like these guys in America at least

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have already bought everything they need for this year's planning for fertilizer.

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Now, the top up applications when it comes, like I said, July,

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when they start to put these different herbicides down

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and whatever else fungicides with some kind of funky fungus going on,

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whatever it is that would be used in modern agriculture.

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The beginnings of it is already paid for.

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Just when we get into like that July

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and then begin to throw some phosphorus on there,

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the sort of thing as you get in the flowering stage of whatever plant.

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Will we have it this year?

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Because if we don't and we don't have particular types of fertilizers

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at that mid-growth stage period,

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then our crop yields decline tremendously.

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They're not going to go to zero,

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but a 50% decline in world global agriculture would,

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I don't know, that would be the reverberation as large as the collapse of the Roman Empire.

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And it would happen so fast.

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That's the thing, like the speed at which this thing is moving

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is faster than anything in human history,

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because we've never been this interconnected.

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We've never had this many interconnections of supply chains

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and very delicate movements of goods from one point to another

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all relying on services and electricity and peace deals

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and interoperable payments,

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which is now switching over to like a stablecoin issuance

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and different distributed ledger technologies

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to speed that up, which used to take days before it took months,

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now it's days, now it's going to be minutes or seconds.

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Like this is all just this big movement on a board in real time

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and it is going to come on wound as fast.

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Food is going to get expensive.

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If this continues, I'm not saying it will, I'm just saying game it out.

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I was looking at Polymarket today

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and they had a 50-50 chance

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at the end of April that this thing might subside.

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Okay, let's do the math.

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We got, what, three more weeks left in March.

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We've got four weeks in April.

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That's seven weeks.

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That's so past the complete fall-off-a-cliff danger zone

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that anybody's talked about.

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We would be in a completely new world

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if this thing drags on until the end of April.

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I'm just saying this, not to scare you,

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but just your threat assessment should be extremely high

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right now.

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You need to think about how to take care of your families

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and what you are going to do.

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If this thing continues, you know, food is going to get pricey

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and this whole thing, digital rationing cards

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and all this technology that's available now

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for us to get it.

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Like would you jump through the hoop to get a retinal scan,

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fingerprints, biometric facial scan,

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your digital ID to provide food for your family or yourself?

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And do you think we're going to be kumbaya

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share with everybody evenly?

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I'm going to absolutely say not a chance in the world.

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So who's going to get the 70% remaining

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of available fertilizers split across the planet

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because whoever has the fertilizer has abundant food?

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The same yields that we were used to,

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which means their society continues,

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their country continues,

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while others that experience 50% declines

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and crop yields collapse.

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How do you think that'll be split up, do you think?

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And now are we going to use fertilizer

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as some kind of leverage point, thumb screws?

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Oh, by the way, crude went up to 119

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and then it dropped back down to 100.

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So here's your CPI inflation rates

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when it hits certain benchmark pricing.

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We've already screen pressed that 110 up to, you know,

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around 120.

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So inflation is going to run probably hot

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at 3.5% minimum, at least on paper.

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So you definitely expecting massive food price increases

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on this.

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And when everything crashed, and this is a historical,

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it's pretty much these things always go up in price

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when there's some sort of contagion with the world war,

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whether it's a great depression

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or whether it's financial contagion, 2008, whatever.

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Gold, silver food, treasury bonds.

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Gee, I wonder if food prices are going up.

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I'm going to say yeah.

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I'm just going to guess, wild guess.

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And on a moment of Zen, act as if what you do

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makes a difference because it does.

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It truly does.

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Please help people who are in different types

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of stress situations at the moment.

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And that's the way you should be too.

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Don't buy into the chaos.

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Just be prepared.

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This whole video is not about scaring anybody.

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It's about getting you in the mind frame

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of those movements you do make.

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That really does matter for other people around you,

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whether you're in a panic mode

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or if you're like the super smooth thing,

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we need to execute.

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Boom, boom, boom, boom.

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We're going to get this garden out.

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We're going to get this done.

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We're going to get that done.

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We've got a plan.

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We're going to go into mode.

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Every with this is our timeline here.

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That's way better.

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I want to be on that part.

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I want to stay with that person.

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Instead of somebody biting their chew and all,

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they're saying, oh, I was going to have to go.

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You have to understand the threat in front of you.

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Food prices are going to go up.

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I was reading some reports saying,

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even if it stops tomorrow,

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it's going to take two months

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to unwind this ball of yarn

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that's mixed in on itself

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to get all the tankers and all the freighters

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and all the cargo and all the food

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and everything else back into a smooth motion.

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Two months, even if it stops tomorrow,

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every day continues that ball of yarn

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just gets stretched tighter

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and a bottle of wine could work in there too.

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But we need the yarn to come on spun.

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This is going to take some time.

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So even in your assessment of how long it might last

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when it ends,

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when it ends is not the end of, hey,

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it's going to go back to normal again.

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I remember being told,

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we were going to go back to normal again too.

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When do we hear that?

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Oh, yeah.

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Didn't everything, nothing went back to normal.

17:05.080 --> 17:05.700
So the same thing,

17:05.800 --> 17:07.260
the same situation is going to occur like

17:08.320 --> 17:10.320
this conflict is going to end one way or another.

17:12.200 --> 17:13.080
When it does,

17:13.580 --> 17:15.240
nothing is going to go back to normal.

17:15.920 --> 17:16.120
Nothing.

17:16.660 --> 17:17.600
As much as COVID,

17:17.840 --> 17:18.820
nothing went back to normal,

17:19.160 --> 17:20.660
nothing's going back to normal after this.

17:20.720 --> 17:23.620
So you realize this is a life altering event

17:23.620 --> 17:25.800
for every human on the planet as much as COVID was.

17:26.120 --> 17:26.460
We are not,

17:26.640 --> 17:29.180
we're going into whatever territory we move into,

17:29.820 --> 17:30.940
it's where we move and where we stay.

17:32.320 --> 17:33.500
So as I said, later skaters,

17:33.720 --> 17:34.360
I'm on the beach.

17:34.720 --> 17:36.280
Please leave your comments below

17:37.080 --> 17:38.140
and in your mind,

17:38.220 --> 17:39.640
you need to take yourself out of the chaos

17:39.640 --> 17:40.940
into the beach with a plan.

17:43.400 --> 17:44.500
And part of that is,

17:44.500 --> 17:45.420
it's a story about food.

17:45.840 --> 17:47.780
And it's cheaper now than it's ever going to be,

17:47.920 --> 17:49.740
especially with this stuff moving forward here,

17:49.860 --> 17:50.820
four week food supply.

17:50.920 --> 17:51.560
They got three day,

17:51.700 --> 17:52.900
seven day food supplies.

17:53.000 --> 17:53.800
Please check it out.

17:54.200 --> 17:57.620
Adapt 2030 and my Patriots supply also

17:57.620 --> 17:59.280
truly if market.com,

17:59.440 --> 17:59.600
air,

17:59.660 --> 17:59.820
aluminum,

17:59.860 --> 18:02.280
organic seeds for any grow zone on the planet.

18:02.900 --> 18:04.960
You're going to need to get your gardens on seriously.

18:05.220 --> 18:05.760
This time,

18:05.860 --> 18:06.040
I mean,

18:06.080 --> 18:08.420
COVID was bad enough,

18:08.420 --> 18:12.100
but this is going to make that be looking pretty small.

18:12.300 --> 18:13.980
So you might want to hang on

18:13.980 --> 18:15.600
to a clothesline and a hurricane

18:16.440 --> 18:19.360
and grab a bag of seeds while you're drifting in the wind.

18:20.860 --> 18:22.040
I do appreciate you watching.

18:22.260 --> 18:23.440
Please share with your friends and families.

18:23.580 --> 18:26.140
It's a super important discussion to have with them.

18:26.320 --> 18:28.080
Like what do you do when your food prices

18:28.080 --> 18:30.120
just keep going up and up and up and up.

18:30.460 --> 18:33.560
As long as this conflict keeps going on and on and on and on.

18:34.140 --> 18:35.120
When this thing ends,

18:35.220 --> 18:37.680
it's still going to be months until it sorts itself out.

18:37.980 --> 18:39.960
So two different variables go on,

18:39.980 --> 18:40.680
link to the conflict

18:40.680 --> 18:42.980
and then the unwind after it finishes,

18:42.980 --> 18:45.680
so you can get a good gauge of the impacts

18:45.680 --> 18:47.540
that will affect you and your families,

18:47.720 --> 18:49.500
all of us everywhere on the planet.

18:49.740 --> 18:51.320
There's nowhere to run from this event.

18:52.400 --> 18:53.680
So I'll see you next time.

18:54.060 --> 18:54.560
Bye for now.

