still with me, david kotok of cumberland advisors. hat is so popular in my world in the commodity lane has been this fall off in oil prices. it is hard to find someone who is incredibly bullish on the oil prices. mr. druckenmiller: i am pretty optimistic on crude prices. i think they are going to do better than the forward curve. well, because as my produce a sack schreiber said a year ago, the cure for high prices is high prices. well, he would also say now the cure for lower prices is low prices. stephanie: what does that mean? mr. druckenmiller: it means prices that $50 have caused a lot of behavior in future production, expiration budgets, that it should remise clear up the supply-demand by early 2016. and i think that is very different than the world is sinking. alix: david, what do you think about that? do you agree? david: that is a very powerful voice that deserves a lot of respect. we are underway to be energy sector. we would wait for this to clear. it is not clear how much more global supply occurs if iran and iraq pump. it