TUES PT 2: Charlie blew his back out

Could JLR walk a Taco Bell marathon? Are we in an AI bubble? Chinese factories terrify manufacturing owners. Charlie blew his back out.

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Episode Transcript

Speaker 1 (00:01):
What these guys do at work is probably not safe
for you.

Speaker 2 (00:04):
To listen to at work. Maybe put some headphones on.

Speaker 3 (00:08):
Welcome back to rovers morning, Glory.

Speaker 1 (00:13):
Hizzy is coming up in just a moment. What do
you have on the way, du Gee, I'm.

Speaker 4 (00:17):
Going to tell you what you need to eat to
poop if you have chronic constipation.

Speaker 2 (00:22):
I've never had that.

Speaker 5 (00:24):
If you have it, what you can eat to poop regularly.

Speaker 1 (00:28):
We'll get to that in just a moment. Jeffries a
bad dad. Oh, come on, that's the person's text name.
Change that to Jefferys a good father. What do you
think about that, Jeffrey?

Speaker 2 (00:43):
Or he just uses the last word, ditchit of his
phone number is real name? All right?

Speaker 1 (00:47):
Seventy eight writes, Tell Jeffrey to make his instant oatmeal
with coffee. It will change his life. It tastes amazing,
and you get more caffeine. You like coffee, you like
instant oatmeal. Would you ever combined the two? You know?

Speaker 2 (01:01):
I think I'll just use hot water, Thank you very much.

Speaker 1 (01:04):
And disaster says, can we have someone come in and
get Jeffrey really high and see if he can eat
an entire taco?

Speaker 2 (01:11):
Bell box. How much food is in a Taco Bell box?
What kind of box are we talking about here? I
don't know if it's a lux box. I get the
Supreme Lux Box for.

Speaker 6 (01:22):
Like nine dollars and it has like four items, and
I could eat the whole thing.

Speaker 4 (01:27):
Why do you need like a dinner box with like
fifteen tacos or something?

Speaker 2 (01:31):
The most I could eat a six?

Speaker 1 (01:34):
There was a I saw as somebody sent me there's
a marathon that was taking place or took place or
is taking place in Denver, Colorado. And it's like, I
don't know, twenty six miles or whatever. For some reason,
I think this was thirty one miles. I don't know
why it would be a marathon. Don okay, Well this

(01:54):
I believe that long. I don't know if it's every
mile or what it is. You have to stop up
and eat taco bell. They have just unlimited taco Bell
that you have to eat.

Speaker 2 (02:03):
I guess, and.

Speaker 1 (02:04):
That's what you do as E RaSE, and a lot
of people, few people at least sent me email saying
that Jeffrey loves to smash some bell.

Speaker 2 (02:12):
You should send him on the camera. He he'll walk forever.

Speaker 7 (02:15):
I mean, he won't he probably can't run that long,
but he could walk endlessly.

Speaker 2 (02:20):
Do you think he could walk from here to Denver? Yes?

Speaker 6 (02:23):
Absolutely, that's a coast that's about two thousand, five hundred
miles from here.

Speaker 2 (02:28):
I don't know if I can walk that distance. I mean,
I know Rover Mede to claim that.

Speaker 6 (02:32):
He says he could walk to Equival, like this is
a marathon, but he puts in all these other crazy stipulations.

Speaker 2 (02:39):
He gets to do this stipulation, you have to take
a nap every half mile in there. There's definitely a nap. No,
But I remember hearing about it. I remember hear you
brag about it.

Speaker 6 (02:53):
River, So I mean, I mean, remember the time I
walked from my old house to the radios, our old
radio station, and it took me about four and a
half hours to do, and I did having to hide
to take pea breaks.

Speaker 2 (03:06):
Well, sometimes you don't.

Speaker 1 (03:07):
You think you know, but you don't know, Jeffrey, considering
you say Cleveland to Denver is twenty five hundred miles,
it's actually about thirteen.

Speaker 2 (03:14):
Hundred miles, So I was just guestimating. So I didn't know.
I didn't know the exact distance. So forgetting me out now,
it's not even the exact You didn't know the distance
period the tacoo was called was called guestimating. Dude.

Speaker 8 (03:26):
Yeah, the taco bell fifty k. That's why it's thirty
one miles. Oh okay, it's uh. I put me on whoops.
And this is for next year, because we have a
whole year to plan for next year's nice. It goes
all around the map goes all around Denver, and you're
not ed.

Speaker 2 (03:41):
To if I remember, you can't puke. You puke, you're
immediately out.

Speaker 7 (03:45):
You also can't eat any tombs or anything like that,
and you can only go to designated You can only
go to the bathroom at taco bell.

Speaker 2 (03:51):
There's ten taco bell stops. Yes, oh, and by ten stops,
it's nothing right. While you're running.

Speaker 1 (03:57):
While you're running taco bell, the tocobo signs what do
you eat a taco No?

Speaker 2 (04:03):
No, no.

Speaker 7 (04:04):
There's a rule that you have to have a crunch
Wrap Supreme by the third stop or something at least,
and then a NATO's Bell Grande by the seventh one.

Speaker 2 (04:11):
So you do have to consume a significant amount of
taco bell, finishing under eleven hours.

Speaker 4 (04:17):
What they tell you to eat, you can't just do
a soft shell taco and you're on your way.

Speaker 7 (04:20):
No, No, I think you can, except by the third
one you have to have at least you have to do.

Speaker 1 (04:25):
You'll probably be hungry by that point of yeah, right.

Speaker 2 (04:29):
I don't know.

Speaker 1 (04:30):
I tried to limit my physical activity to walking in
from the parking garage, so I don't know exactly.

Speaker 4 (04:36):
But Jeffree and I will go, we'll get really high,
and then we'll do this and then we could eat
tacos on the way to be.

Speaker 1 (04:42):
Great disaster says the dinner box has twelve tacos. I
think I think he could get it if he was
really high. So, Jeffrey, would you like to travel next year?
If you guys are reminding me, perhaps we'll send you
and Crystal to Denver for.

Speaker 2 (04:57):
The taco bell.

Speaker 6 (05:00):
So you gotta remember, I cannot run for an extremely
long distance.

Speaker 2 (05:03):
I can only run like maybe one hundred yards or less.
Could you do it?

Speaker 4 (05:06):
Though?

Speaker 1 (05:07):
You could walk? Just fast walk it? You have how long?
Eleven eleven hours finish? So how long is it?

Speaker 6 (05:16):
If I remember correctly, it's four point one miles from
our old radio station to my old house. And I
can know, I know, I can walk dot about four
hours at a normal pace.

Speaker 2 (05:25):
A whole lot of such.

Speaker 1 (05:27):
You're telling me that from your house to the old
radio station was four miles.

Speaker 2 (05:32):
No, no, it was eleven miles.

Speaker 6 (05:34):
My bait, Okay, eleven was at one point, I think
eleven point four miles and at a normal pace, I
could probably walk that in about four hours fifteen minutes.

Speaker 2 (05:44):
Well that's twelve.

Speaker 1 (05:45):
If you have molt pied by three, you'd have to
walk two point eight miles per hour, which is not
super fast, in order to make that eleven hour mark.

Speaker 2 (05:55):
So Jeffrey, I maybe you could. We could do that.

Speaker 1 (05:59):
And if you finish it and you do it in
the eleven hours, I doubt they ad maybe he gets
some sort of reward like crystal flash.

Speaker 2 (06:09):
Is he at the end or something. I don't know
if Skaty would appreciate that. So a year from now
they're going to be broken up. I'm all over the
act book.

Speaker 1 (06:19):
Okay, all right, Dougie, are you ready for the award
winning shoosy?

Speaker 2 (06:23):
Yeah, here we go, y on.

Speaker 5 (06:26):
Rolls Morning Glory.

Speaker 4 (06:28):
Carrie Elizabeth Romney, sister in law a former US Senator
Mitt Romney, was found dead Friday night, near a multi
story parking garage. This was in Valencia, California, which is
a suburb of La Now. Sheriff's investigators said the sixty
four year old may have fallen or even jumped from
the structure. No signs of foul play have been identified.

(06:50):
The Los Angeles County Medical Examiner listed the cause of
death is deferred, which is pending toxicology and fur their testing.
So a statement by Romney's office describe the family is
heartbroken and requested privacy while the investigation continues.

Speaker 5 (07:05):
We have a.

Speaker 4 (07:06):
Bizarre story about the CEO of lending Tree.

Speaker 1 (07:11):
That is, I don't know what lending tree is exactly
other than I think I've heard of it.

Speaker 2 (07:17):
I seen use, there's commercials or something.

Speaker 4 (07:19):
It helps you find and compare mortgages or credit cards,
insurance and other financial products. So the CEO, his name
is Doug Lebda. He died over the weekend on Sunday
in an ATV accident on his family farm in North Carolina.
He was only fifty five years old. He founded lending
Tree in nineteen ninety six to simplify the simplify the

(07:43):
loan shopping process after getting frustrated when applying for his
first mortgage. The platform launched nationally in nineteen ninety eight
and went public in two thousand. So he had an
accident that killed him on it.

Speaker 1 (07:59):
Was Was it like a little like a four wheeler?
Was it one of those things that I forget what
they're called, but they have like they're almost like doom
buggy sort of things. But those things are pretty wild.
I see people going nuts on those things. Was it
something like that?

Speaker 2 (08:14):
Or I don't know the vehicle.

Speaker 4 (08:16):
I know that when I was younger, a friend of
mine so stupid.

Speaker 5 (08:21):
I can't believe.

Speaker 4 (08:21):
I don't even know if my parents knew that I
was on it. But I was on a three wheeler. Yeah,
and you you have to lean into it. I didn't
know how to drive it, and we flipped it and
I sliced open. I still have a scar on my
kneecap sliced open my knee, and because we flipped it
and landed on a barb wire fence, and.

Speaker 2 (08:43):
We could have died, like, oh, a lot of kids.

Speaker 1 (08:46):
When I was horrible that I was on that, A
ton of kids actually died from riding three wheelers. They
outlawged three wheelers because they were so unstable now that
that's why all of them are four wheel now.

Speaker 5 (09:00):
Yeah, when new TVs, but what he was driving.

Speaker 2 (09:02):
It's very easy to flip those suckers.

Speaker 5 (09:05):
When all terrain h DTV.

Speaker 2 (09:08):
That's what ATV stands for. Yeah.

Speaker 1 (09:12):
Elsewhere in the Alarest razor, somebody says, or side by
side somebody else says, Yeah, those those things are crazy,
Like I've seen people go completely nuts on those things.
And I don't know if maybe that's what he was
riding in or.

Speaker 2 (09:29):
If it was just like a regular four wheeler or something.
All right, go on.

Speaker 4 (09:33):
Taxpayers who requested a filing extension from the IRS earlier
this year must still submit their tax returns by October fifteenth,
which is tomorrow, despite the government's shutdown. The IRS said
the shutdown doesn't change federal income tax duties. About twenty
million Americans, or thirteen percent of all taxpayers, ask for
extensions each year. They give six extra months to file,

(09:55):
but don't exempt you from paying taxes owed by the
April fifteenth deadline. Half of the IRS workforce has been
on furlough since October eighth, but essential employees are still working.
So if you miss the October fifteenth deadline. The IRS
charges five percent of the amount due for each month
it's late, up to twenty five percent. So they said
that some residents of states including Arkansas, Tennessee, Kentucky, and

(10:19):
parts of West Virginia they have until November third file
because of some of the natural disasters that have happened
that would affect them. So they get a little bit
more of an extension. All right, what to eat if
you can't poop? What eases chronic constipation? Kiwis? Put kiwis
on your grocery list.

Speaker 2 (10:40):
YEP.

Speaker 5 (10:41):
New dietary guidelines from.

Speaker 4 (10:42):
The British Dietetic Association published that kiwis, along with rye,
bread and certain supplements, can help improve your constipation symptoms.
The authors say that the first evidence based recommendations for
treating constipation with diet not medications.

Speaker 5 (11:00):
So even though you said.

Speaker 4 (11:01):
That mirra relax, uh huh, they're saying do diet first,
see instead, But a lot of people take mir relax
or what's the other one when you get older meta musal.

Speaker 5 (11:13):
Yeah, meta musial and just do that every day to help.

Speaker 2 (11:16):
Do you go to the bathroom every day? Yeah?

Speaker 5 (11:19):
Every single day?

Speaker 2 (11:20):
Yeah? Yeah, sometimes there's multiple times a day. Sometimes it's
too much.

Speaker 4 (11:25):
Yeah, go on, definitely Kiwi's will help you with your constipation.

Speaker 5 (11:29):
And we'll end with this.

Speaker 4 (11:31):
Alec Baldwin and his brother are fine after they got
into a little accident they crashed. Alick crashed his SUV
into a tree yesterday while driving in East Hampton and
he was not injured. There was a statement that Baldeman
said a garbage truck the size of a whale cut
him off, forcing him to swerve to avoid hitting him.
He hit a tree. It was his wife's car. He

(11:52):
feels bad about that, but everyone is fine. And his
brother Stephen was with him at the time. So there's
a picture of them getting into that accident yesterday, but
everybody is okay.

Speaker 5 (12:03):
There you go. That's the Hizzy on Rover's Morning Glory.

Speaker 2 (12:07):
When the yit goes down, you better be watching.

Speaker 3 (12:12):
RMG TV watch it live at Roverradio dot com.

Speaker 2 (12:33):
I know you're a big investor.

Speaker 1 (12:36):
Charlie and Stenzer too, By the way, they have extensive portfolios.

Speaker 7 (12:43):
Live wide, different different companies, all sorts of different dividends, stocks, bonds.

Speaker 1 (12:50):
I know the Arrays sixty Minutes had some story that
they did.

Speaker 2 (12:53):
I was sitting at the airport.

Speaker 1 (12:54):
I saw sixty minutes doing a story about I didn't
hear it.

Speaker 2 (12:58):
The volume was off, but I know they were.

Speaker 1 (12:59):
Doing some financial story talking about are we in an
AI bubble? Oh yeah, And there's a lot of people
have been talking about this. Because the stock market keeps
going up and up and up and up. All of
it is essentially driven by seven big tech companies. I
don't know, if I guess, I don't know. Are they

(13:21):
publicly traded opening but there?

Speaker 2 (13:23):
I don't know.

Speaker 7 (13:23):
I don't know if they are, but they are what's
driving the market every single day. They just jumped up.
They when they do a deal with the stock stock
jumps up. Who do they do a deal with yesterday?
Broad Com? Let's see it, broad Let's just you're gonna
see when they announced the deal.

Speaker 2 (13:42):
Let's pull this. I don't think open it. Maybe they are.
I don't know.

Speaker 1 (13:45):
I'm not not a big investor myself, but I know
that in Nvidia, who's a chip maker, they drive almost
all the stuff the stock market going up, as much
of it as it has is from like six or
seven different stocks, all tech stocks, and they are essentially

(14:07):
sort of doing deals with each other, giving money to
each other, and then that sort of reinforces the oh,
this is a great thing. And I don't know, I'm
not sophisticated enough to know whether we're in a bubble?
Can I remember I was working in Denver at the
time when the dot com bubble burst, and that was

(14:32):
when anybody that had dot com in their name, just
regular companies were just go, oh, let's let's take our
name and just throw a dot com at the end
and say that we're a tech company and our stock
will go through the roof.

Speaker 2 (14:45):
And eventually people realized, well, there's not. There's just not.
All of these companies are not going to win.

Speaker 1 (14:55):
And that's the worry right now that investors are investing
in a like every company who's involved in AI is
going to win it. And some of these companies aren't
even really they just they just put AI in their name.

Speaker 7 (15:08):
Dam I mean the same thing as dot Com invested
in one. I remember it's called bear AI. Don't even
know what it is. Bear like a like a or
a bear like naked big bear like a bear animal
And that shot up?

Speaker 2 (15:21):
What is that up?

Speaker 7 (15:23):
Let's see if I can find how much it's up
in a month seventy three percent and going on that.

Speaker 1 (15:30):
Okay, so let me, as a sophisticated investor yourself, tell
me what does bear AI do something?

Speaker 7 (15:35):
Marjorie Taylor Green bought it, don't know she bought it,
and I bought it, you hand it went up seventy
two percent, seventy three percent.

Speaker 2 (15:43):
Now do you think that?

Speaker 1 (15:44):
So you're watching something some congressional stock tracker.

Speaker 2 (15:47):
Is that?

Speaker 7 (15:48):
That's how you actually have an auto trading? For me,
I put my money into this thing. Auto does it.
I give it a certain amount of money. I go
follow Nancy Pelosi's actual moves. And it's not a ETF
or whatever.

Speaker 2 (16:03):
It's not.

Speaker 7 (16:05):
This is managed. It's tracked, and it will actually take
my money. It will sell certain stocks if things start underperforming,
and then some Nancy Plos will announce.

Speaker 2 (16:14):
Oh I just bought a bunch of Microsoft.

Speaker 7 (16:16):
Mine will then switch it over and go, all right,
we're gonna put some more money in Microsoft Microsoft.

Speaker 2 (16:20):
So I'm doing that. I have money in that. I'm
following that.

Speaker 1 (16:25):
What I'm gonna ask you is that investment strategy there
there are there's a delay in the there is a
delay three months or something. I think it's three months
every quarter.

Speaker 7 (16:37):
Yeah, so there is a delay, but once it's announced,
it shoots up, right.

Speaker 1 (16:41):
But my question is does it shoot up because everybody
else is doing what you're doing and that's what makes
it go up.

Speaker 7 (16:49):
Probably, And it's all hype, that's all it is. Yeah,
so you just got to follow the You're gonna follow
the hype train. So I'm doing that. I'm following three
different things that way. I've got any Pelosi. I have
one called unusual stock politicians or something, and all of
is is this one specifically, is when a politician buys

(17:11):
some weird stock, not yeah, like that's strange. Why do
they just buy this weird grain company in the middle
of Nebraska that nobody's ever heard of. Well then it
turns out there on the board of Agriculture or something,
and then some deals struck up up so that one
I'm on that, and then some other one. I don't
even know this guy, but it seems to be performing.
Jim Simon's I don't know who that is. He's a

(17:33):
fund manager. I can just follow what he says. So
three those I guess he's wait, he died, Charlie's just
doing his research. He performing pretty good though, but he's dead.

Speaker 2 (17:48):
He's making my trade. He's definitely doing good.

Speaker 7 (17:53):
And then the other thing I'm doing, so then that's
some of my money.

Speaker 2 (17:57):
Say that's.

Speaker 7 (18:00):
Fifty of my portfolio is doing that. It's out there,
it's it's auto doing it. Then the other ones are
I'm personally picking. I go, that looks good, Okay, Like
I I got lucky, and I put a bunch of
money into AMD like two weeks ago, not in video amdright,
And I remember I told Sincher, I was like, I
spot AMD and it's like ew because I think he's

(18:21):
an in video guy. And I was like, I don't
know why I bought it, but I think maybe they'll
do a deal with open ai or something. Literally a
week later did a deal with open ai to get
more chips. Shot up thirty percent overnight. So do you
hold on to that or do you sell it? Really,
I don't know what to do because it's still rising,
it's still going up, and I think I should probably.

Speaker 2 (18:42):
Sell that one because I just I really lucky.

Speaker 7 (18:45):
Guess I don't know why I picked that because in
Vidio doesn't stop, it just keeps going up.

Speaker 2 (18:50):
It's the it's the the.

Speaker 7 (18:54):
Most expensive company in the world right now, right, most valuable,
most valuable? Sorry, yeah, even better than Apple. What I
don't really know what it is. Chips, Well, they make
GPUs primarily, which are used in AI.

Speaker 1 (19:08):
Now they're getting a little more specialized in AI stuff,
but they basically all the AI data centers are using
in video chips. But I don't know, man, I kind
of have a feeling like again, I don't know much
about this stuff. But they used to be like you'd
look at a company and go, okay, this company.

Speaker 2 (19:28):
Has you know.

Speaker 1 (19:28):
You you look at how what their earnings are and
what their total value is. Their market cap like is
you know, twenty times thirty times, forty times earnings. You
have companies now that their market cap is like five
hundred times their annual earnings, And I just hit in,
get out, keep getting in and get out. That's what
you're sitting there sticking. Move you will be stuck with

(19:51):
the bubble. So, I mean, I don't know much. But
also diversify. You gotta have a diversified portfolio. Can't put
all your eggs in one basket, Snitzer, one of yours
hot stock tips.

Speaker 2 (20:02):
Do you think we're in an AI bubble right now.

Speaker 8 (20:05):
Uh maybe yeah, I mean it's just going to go
up from here, but it will burst eventually, I'm sure.

Speaker 2 (20:11):
So when it does.

Speaker 1 (20:12):
When you say it's only going to go up from here,
but a bubble bursts and then.

Speaker 2 (20:17):
Not in near future, how how long do we have
until it burst? We haven't even seen anything yet.

Speaker 8 (20:24):
What do you mean like in AI stuff that's barely
we've barely scratched the surface.

Speaker 2 (20:28):
So we're like maybe at the beginning of it.

Speaker 1 (20:30):
And I think this is what some of the critics
are saying is people are investing in AI like everybody
in the AI space is going to succeed. But if
you look at social media, how many companies actually succeeded
in social media?

Speaker 2 (20:44):
That's what's important. You should.

Speaker 7 (20:47):
I would if it was me contrary and things that
are people are investing in open ai whatever open ai,
they're not going to fail, and the backbone stuff like
right after they're not going to fail.

Speaker 2 (20:58):
There're not gonna be the The're not going to be
but they could. They're not gonna be the first to fail.

Speaker 7 (21:03):
They could, but I think they have a lot of
government contracts, they have a lot of stuff going on
where They're just not going to be allowed to fail.

Speaker 1 (21:09):
And I say, like one social media company primarily UH
succeeded over the past twenty years, and that was Facebook.

Speaker 2 (21:17):
Now Meta.

Speaker 1 (21:18):
If you go, oh, they're not going to fail, remember
my Space they failed. They were huge and then they fail.
A lot of these companies they get huge and then
they do indeed failed because somebody else comes along with
an incredible product.

Speaker 7 (21:29):
That's way open ai will will be the one left
standing at first. Then there could be some other company
that comes in, but open ai will be there.

Speaker 2 (21:39):
That's what everybody talks.

Speaker 7 (21:40):
When people say UH, they don't say AI it, they
say chat gpt it. That's the Google right now, the Kleenex.
Nobody says, oh, I used the deep seat to look
this up. Nobody says that, note I used Gemini notes
chat GPT every single time. What are kids cheating with
chat GPT? They're not cheating with anything else they might be.
But every he knows the one company. You could go

(22:02):
ask your parents or anybody, what's AI, Well, it's chat cheapt.

Speaker 1 (22:07):
And are they are they publicly traded?

Speaker 2 (22:10):
I don't think they are, So you can't okay, so
you can't invest in them?

Speaker 7 (22:14):
But every time they do this one of those deals,
it just keeps going up.

Speaker 8 (22:18):
Any technology related to them, like in video. Whatever's to invest.

Speaker 1 (22:22):
In coolant data center.

Speaker 2 (22:25):
Builders, the guy who's coolant.

Speaker 1 (22:27):
You need a lot of copper to build a data center,
tabling and stuff. So all right, there you go, some
investment advice from us. I'm not as uh, well.

Speaker 2 (22:36):
It's not.

Speaker 7 (22:38):
I'm not giving you advice. Yea, Mine's not investment advice.
I'm telling you what I'm doing, that's all I'm saying. Okay, yeah,
mine's more slow and steady. I I invest in like
ETF dividend ETFs, like the Schwab one that give me
four percent every month.

Speaker 2 (22:52):
But it's slow, you know, but that's good. Slow and steady.

Speaker 8 (22:56):
Invest in the top one hundred dividend stocks, so I
reinvest that dividend back into this doc.

Speaker 7 (23:02):
Speaking of as, I'm up fifty seven percent for the year,
which sounds great and it is, but that's also because
at the beginning of the year we had a major
Remember how low it Aftergether I think everything got really
low around January for some reason, and everything went it tanked.

Speaker 2 (23:21):
So I've recovered.

Speaker 8 (23:22):
Uh huh, okay, and that I've you talking about my
crypto crystal in the.

Speaker 2 (23:27):
Past few days. He went back up and it dropped
back down. Yeah, that's what it does. It's up and down.
He can't be looking at.

Speaker 1 (23:36):
The day by the dip okay, speaking of AI and technology.
I was just reading something and I want to see
if Charlie, maybe you can find some video of this.

Speaker 2 (23:46):
But I was not aware of this.

Speaker 1 (23:48):
But the CEO of Ford went over to China a
few months ago and he came back. He goes, WHOA,
We're in big, big trouble. And I was reading something
that says the headline is why Western executives who visit
China are coming back terrified? Like what what is this
all about? What are they terrified about? I'll explain it

(24:10):
in just a minute. And if you have a job
working and manufacturing, maybe you should be terrified too.

Speaker 2 (24:16):
We'll be right back hanging on, depressed, paranoid. You'll fit
right in with us.

Speaker 6 (24:26):
Now back to rovers morning glory.

Speaker 1 (24:33):
I was reading something last night. Excuse me. The headline
is why Western executives who visit China are coming back terrified?

Speaker 2 (24:45):
You what could that? Before I read it, I go, what.

Speaker 1 (24:47):
Are they coming back terrified terry, what's so, what's so
terrifying about it? And they quote the CEO of four
His name is Jim Farley. He went to China earlier
in the year and he said, quote, it's the most

(25:08):
humbling thing I've ever seen. He was astonished by the
technical innovations that are in Chinese factories, and not only
their factories, but in their cars, self driving tech, facial recognition,
and he said back in July, their cost and the
equality of their vehicles is far superior to what I

(25:31):
see in the West, meaning what he's producing and what
all of our companies are producing. We are in a
global competition with China, and it's not just evs. If
we lose this, we do not have a future at Ford.
He says. That's a pretty ominous warning. So what got
him so riled up? Well, even just some of the

(25:53):
pictures in this article. I don't know if you have
them since, but I mean you get to see some
of the factories that they have over there. They have
so many robots that there are no people building these cars.
These I mean there's very very few people building the cars.
Like I see factories here on TV. We're building engines
and cars and things like that, and we certainly have

(26:15):
robots on the line, there's no doubt about that, but
it is not what they have over in China. They
literally have factories where there's nobody in there working. They
even describe in this article what they call dark factories.
That is huge factories where electronics and other things are
being manufactured solely by robots. Just robots are in their

(26:39):
building things and they don't even turn the lights on
in the factory.

Speaker 2 (26:43):
They're in the pitch black because.

Speaker 1 (26:45):
The robots don't need the light to see, and there
are no humans there to actually do anything.

Speaker 2 (26:50):
In the factory.

Speaker 5 (26:51):
That's crazy.

Speaker 2 (26:52):
So there are no lights in as.

Speaker 1 (26:53):
They build all these no low lights are on as
they build all of these things.

Speaker 2 (26:58):
They have. Obviously we've seen like humanoid robots.

Speaker 1 (27:02):
We've seen like here, some like janky herky jerky humanoid robots.
They're actually deploying humanoid robots over there in China and
far more just I mean, incredibly technically sophisticated stuff. And
they are pulling ahead of the United States, which is

(27:23):
like way ahead, which is very concerning. You know, we've
talked about bringing factory jobs back, and certainly in this
area where our flagship station is. Manufacturing and factories were
very important. If you go to someplace like Pittsburgh or
anywhere where they're you know, they would have all these

(27:43):
factories and steel mills and things like that. And people always,
I think it's fantasy to believe that we're just going
to fire up all these brand new factories in the
United States and we're just going to put a bunch
of people to work in there like the good old days.
That's not how it's going to happen. Robots are going

(28:04):
to be working in those factories. And the factory is
so huge. They said, it's the size in China, the
size of San Francisco. What do you mean the size
of San Francisco.

Speaker 7 (28:14):
What I said, the factory is literally the size of
San Francisco.

Speaker 1 (28:20):
I must be missing something here or there's got to
be like some weird thing where the actual square foot
acreage of the city proper of San Francisco is very small,
but all of these surrounding suburbs which are technically different cities.
I mean, I mean, a factory the size of San Francisco.

(28:42):
I'm going to need some more context for that. But
so even the factories themselves. You go, well, we'll have
people building the factories. Sure, it's going to require some
humans to do that, no doubt. But as construction moves forward,
more and more construction tasks are also going to be

(29:04):
completed by robots, especially when it's a factory, and you go, Okay,
it's just we're building a big box essentially, and it's
to very these specifications, and we can build fifty of
these big boxes around the country. More and more of
that is going to be automated, but they're going to
need people to run the factories and do things. But
according to this article, what I'm reading is they have

(29:27):
these huge factories, the ones that don't even have the
lights on. The robots are making everything, and they do
have a few people in a control room that just
make sure like, oh, robot number eighty nine hasn't broken down.
That's it. That's all they do. So I think that's
the future of our manufacturing. I don't know, it's just

(29:50):
pretty crazy. Now, Charlie, you pulled a video. What is
this dolphin factory?

Speaker 2 (29:54):
What does that mean?

Speaker 7 (29:55):
I think that one might be an England side would
play the one save to another one. It's called China
a dark factory. Okay, and this is from the Wall
Street Journal. All right, here is this video.

Speaker 1 (30:06):
You can always fire up RMGTV at roverradio dot com
or with the Rover Radio app on your phone, your tablet,
or your TV. And if you want to get RMG
Plus you can do that sign up at roverradio dot com.
Then you can watch or listen to the aftermath as
they continue Monday through Monday through Thursday. After the main
show they do the aftermath. We all stick around on

(30:27):
Fridays for the Friday leftover, so you get that additional content.
You can get the RMGTV archives if you're an RMG
plus subscriber. Here is a little bit of a dark factory.
Now I've not seen any video of this, so this
is one of these factories that I was talked about
where they just don't have lights on.

Speaker 6 (30:43):
Huh.

Speaker 9 (30:44):
All right, here it is with lights dimmed and no
workers in sight. This car factory in China uses hundreds
of robots to churn out dozens of electric vehicles an
hour twenty four to seven.

Speaker 2 (30:57):
This is a.

Speaker 9 (30:58):
Dark factory of the plants, so automated and with so
little human presence that in theory the lights could be
completely shut off. Factories like this one are part of
China's bid to use hyper automation to dominate the electric
vehicle or evy market, But the furious trade war between
Washington and Beijing raises a key question, who is going

(31:21):
to buy all these new cars?

Speaker 2 (31:25):
Who is going to buy all those new cars if
they are Wait.

Speaker 5 (31:28):
Did you see how those workers in the sewing factory?

Speaker 1 (31:31):
But I think that this is what they're going to
do here and show frame. This is what it used
to look like fifty years ago or twenty years ago.
This is just this is how they would automate in China.
They go get a bunch of peasants and put them
behind sewing machines.

Speaker 2 (31:46):
How they're doing it now.

Speaker 9 (31:47):
Decades The abundance of cheap labor explained why China was
seen as the world's factory floor, but the economy is changing.

Speaker 10 (31:55):
The labor cars had been going up in China for
many years as they could have, and faster than many
people in the West expected, and so if you're a
factory owner, you want to find a way to blunt
the impact of that, and the automation is one very
obvious way rapid.

Speaker 9 (32:09):
Advancements in robotization has helped create what is now known
as dark factories.

Speaker 1 (32:18):
So you're saying they have eight hundred robots working simultaneously
in their welding workshop. This is the vice president of
zeker zee k R. Is that a type of car
that they have over there, Zeker. I know that this
company byd they apparently a very sophisticated and advanced cars.

(32:38):
Now they don't sell them here in the United States.
They sell them in all sorts of all around the world,
but not in the United States, and they're supposed to
be incredible.

Speaker 2 (32:50):
You're right in there, Charlie. All right, you're farting or something.

Speaker 7 (32:53):
No, no, I blew my back out, Yestery, you blew
your bag backs done? That's done, right now, I just
switch out. I just switched out of my chair, my
normal chair.

Speaker 2 (33:03):
I to not good. I can't sit right now. I'm
in pain.

Speaker 1 (33:07):
All right, So how did you blow your back out yesterday?

Speaker 2 (33:12):
That's good, It's really good. If you want to want
to hear I let me think.

Speaker 1 (33:17):
Okay, so you were playing naked twister with some other
guys in the neighborhood and you tried to put your
hand on green Yes.

Speaker 2 (33:25):
Yeah, yeah, no, I was.

Speaker 7 (33:28):
I walked up the stairs here at work, took her
to the parking grush stop it and then the back
just went.

Speaker 2 (33:34):
He slipped and fell down the stairs.

Speaker 7 (33:36):
Just I was walking. I was walking, I was leaving
here yesterday. And then I was walking to my car.
I took a step too aggressively. I took an aggressive step,
and I just immediately felt a pinch, and I go, oh, no,
this is gonna be a problem for like a week.

Speaker 1 (33:50):
When you say an aggressive step, you so you put
one foot in front of the other and.

Speaker 7 (33:56):
Elevated myself up one stair one not the staircase, it's
just one specific I don't know whi's there.

Speaker 2 (34:01):
But when I did it, just the back went.

Speaker 7 (34:04):
Ah. And then then yesterday I laid around a lot
and it didn't really hurt. But now that I'm back here,
this is I'm in pain, a lot of pain.

Speaker 2 (34:14):
So being here at work is causing you pain, just
being in the wrong, just in the chair. If I
could lay down, I feel much better. If you stand up,
was it better?

Speaker 9 (34:22):
Uh?

Speaker 2 (34:23):
Try and let's see it is now.

Speaker 4 (34:31):
No.

Speaker 2 (34:31):
If I could bring the mic up here, I think yeah,
But talking to the mics. Do you stretch it all? Ever?

Speaker 3 (34:41):
No?

Speaker 2 (34:41):
And then I think what else?

Speaker 7 (34:43):
Saturday and Sunday I was helping my friends do drywall
and I don't know what I'm doing with that, but
there's there's a lot of lifting with the drywall ceiling
and oh, she I mean so.

Speaker 2 (34:53):
That's what it was up. Well, yeah, this is why.
That's why.

Speaker 1 (34:57):
I I'm not sure if that's what triggered my frozen
shoulder was from being in bankruptcy box with my hands.
It sounds so stupid. I can raise my right arm
over right, but I was doing stuff with my left
and I'm really doing stuff and just it doesn't seem
like much and you can make fun all you want,
but I was there for like three days straight with
my arms above my head for like eight hours a day,

(35:21):
and we did.

Speaker 2 (35:21):
Two days straight. Yeah.

Speaker 7 (35:23):
The problem is we had a drywall lift, so we
weren't even holding the really the drywall up. It was
a lot of picking the dry wall up, putting it
on the lift, cutting the drywall.

Speaker 2 (35:31):
It's a drywall lift.

Speaker 7 (35:33):
I'm unfamiliar with the device that will put it up
for it. You crank it up and then it will
press it so you don't have to hold it the
whole time, and you're screwing it in, screwing it in.
Your arm is up and you're on ladders. I'm stretching
weird ways because I don't want to move the ladder.
So you're trying to go, can I can I get
this one? And then you're just there's a lot of
movement and more physical work than my body is used to.

Speaker 1 (35:55):
And you wonder why American manufacturing is in the toilet
the whole this is.

Speaker 2 (36:00):
This is our labor force in action right here. It
was not so.

Speaker 7 (36:06):
I mean I felt kind of sore the next day
after that, but it wasn't I wasn't in pain. Yeah,
the pain came from walking up the stairs. I don't
know if that's something that triggered it. Yeah, I don't
know if it was. I don't dry well even had
anything to do with it. But yeah, I'm not doing
hot today.

Speaker 2 (36:21):
I saw a video.

Speaker 1 (36:22):
I don't know anything about drywall, literally nothing about drywall,
but for some reason on Facebook or TikTok or something
maybe just talking about it on the show. Like a
year ago, I at Bankruptcy Box, they were doing some
drywall stuff and I started getting served dry wall videos
from like I'm just making this. You know, the drywall

(36:44):
master or whatever, you know, some guy on TikTok or something,
and this guy. You should see the way that this
guy is doing drywall. He's got like he is moving
and flipping and almost like twirling drywall like it some basketball.
He's he's an ultra lights half inch he's he even still,

(37:06):
I mean it's totally different.

Speaker 7 (37:07):
That's three corners five eights. But you saw him putting
it up. I assume walls the ceilings need five eights,
which is a much heavier dry wall. That's where that
guy's not flipping around five eighths. Well, this guy was
putting up a wall whatever, whatever you're using, you're using
half inch, okay, well still even still.

Speaker 2 (37:29):
No, it's impressive. I'm just saying.

Speaker 1 (37:31):
And the way he was able to like just and
do it so fast and cut things and score it
and do it.

Speaker 2 (37:37):
I go, Jesus christ Man. No robots going to compete
with mister drywall.

Speaker 7 (37:44):
No, No, because uh yeah, I mean here's here's what
we did. We did this whole ceiling here.

Speaker 1 (37:51):
Oh there there's construction, Charlie.

Speaker 2 (37:54):
That's good. That's the action. Figure I want.

Speaker 7 (37:56):
Yeah, it took two days to do that ceiling, which
is I think we thought we were gonna be able
to do the entire room in a day. The top
we're in, the ceiling, walls, shouldn't be, shouldn't be, should
be anything, And two days just to do the ceiling,
so we never got we never even got to the walls.

Speaker 2 (38:15):
I called it quits. So are you taking anything for
this bag?

Speaker 4 (38:20):
No?

Speaker 7 (38:20):
Because yesterday wasn't When it happened yesterday, it sucked. I went,
oh that hurts, went home, didn't really do anything yesterday.
So I wasn't in pain because I was doing a
lot of just laying and I didn't think it was
that bad until I got here this morning.

Speaker 2 (38:35):
So I have no I have nothing with me. I
didn't take anything at all. Is that I need a
little more than time?

Speaker 7 (38:44):
That would it would be great to have something else,
But I need something for muscle eggs?

Speaker 2 (38:49):
Is that is that? I appropriate? That's what I need?

Speaker 3 (38:54):
Oh?

Speaker 4 (38:55):
Do you want me to run to CBS and get
like a backpacked like I just got one for Giannas
waterback it's like a thermal.

Speaker 2 (39:04):
No, I don't like.

Speaker 7 (39:05):
I don't do any of that heat cold might help,
it would work, Okay, Devin says, did Rover just admit
he uses TikTok?

Speaker 2 (39:14):
The main one who talks down about the app?

Speaker 1 (39:16):
I actually, I'm sure whatever I was watching the drywall stuff,
it most certainly wasn't TikTok, because I uh it's it
was probably Facebook. I'm guessing because sometimes I'll sit down
on the toilet in the bathroom and I just just
you open up Facebook, and I don't even use it
to communicate.

Speaker 2 (39:36):
I don't follow anybody. I don't.

Speaker 1 (39:38):
I'm not sending messages to people. I'm not like Jeffery
was talking to chicks on Facebook. But somehow, man, this
sucker knows what I'm the name. I want to look
him up.

Speaker 2 (39:46):
I don't know. I just made that up. I don't.
It was like a year ago drive ale Master, I've
just made that up. I don't. I don't know, don't
qult me up.

Speaker 8 (39:54):
I saw a video of a guy like in the
who was the fifties or the forties or something.

Speaker 2 (39:57):
I did too.

Speaker 8 (39:58):
Oh, the guy with the one axe whatever he had
had like one tool in his hand. He's like like
everything was wondarious. Is this the guy that's the guy
he's just he's like one freaking it's a hammer with
an axe on the other side.

Speaker 2 (40:12):
And he's just he's dry walling with one tool. Based.
Those are a little drywall sheets. Now I'm looking at it.
Look he's scoring it.

Speaker 7 (40:19):
It's still great work, but those those are little tiny sheets.

Speaker 1 (40:24):
Even pounds out the little hole for the outmarch. Probably, Yeah,
we were not doing this.

Speaker 7 (40:38):
We had all the power tools in the world that
we could want, and we were not moving this fast.
Oh and nailing it too. We had drills, special drywall drills.

Speaker 2 (40:47):
That we're coming out of his mouth. Here's somebody rover.

Speaker 1 (40:51):
How is AI going to take my job wiring and
cabling data centers? A. I can't deal with the crap.
I deal with trying to engineer a solution, finding paths
and connectors, crimping and torquing everything to spec and code compliant.

Speaker 2 (41:04):
Well not today, it can't.

Speaker 1 (41:07):
But just like self driving cars and trucks aren't going
to take over today, are you telling me that they
won't in the future? You remember, I remember on this
show talking not even ten years ago, maybe five years
ago or less, talking to truck drivers who would tell
me there's no way, no way, will we ever have

(41:29):
self driving trucks? There's just too much going on, loads
moving around, this, that and the other. Now do we
have self driving semi trucks today? Maybe a handful and
testing we don't have it. But all of these things
are coming. And when you say automation or robots or
AI won't take your job and insert job here, whatever

(41:51):
job that is.

Speaker 2 (41:52):
Don't be so sure about that. Do not be so
sure about that.

Speaker 1 (42:00):
So yeah, will they take over your job today or tomorrow? No,
five years from now, ten years from now, fifteen years
from now. Probably I've got to take a break. Eight
sixty six yo Rover. No one will ever take over
for Dougie and News, the absolute pinnacle of accuracy and informativeness.

(42:24):
I'm just making words up, uh, Dougie, What do you
have coming up in the show? Utterly?

Speaker 5 (42:29):
Woman was at the wrong place at the wrong time.
A weather situation got.

Speaker 2 (42:34):
This old lady.

Speaker 4 (42:35):
I'll tell you what hotter got her, shot her, nick
her out her, tell you what happened.

Speaker 2 (42:40):
We'll be right back. Hang on