MM #298 Market Cheat Code: How to Spot Exploding Stocks, Financial Hurdles, & Is the AI Bubble Here?

[SPEAKER_03]: I don't know what that was. [SPEAKER_03]: Can you hear me? [SPEAKER_02]: Microphone check one, two, one. [SPEAKER_00]: My daughter. [SPEAKER_00]: I hear you. [SPEAKER_00]: I hear you. [SPEAKER_02]: The snow has snow messed up the connection. [SPEAKER_02]: But we're all doing it. [SPEAKER_00]: We here, the people's here, the families here, fellas, how you feeling? [SPEAKER_00]: Amazing. [SPEAKER_00]: Amazing, I'm feeling it. [SPEAKER_00]: You're all looking great, guys.

[SPEAKER_02]: Men and black, oh, I can't get them up here. [SPEAKER_00]: We are sitting here in two feet of snow. [SPEAKER_00]: It's said as a travel ban here in Washington County, you can't even drive outside on the emergency vehicles. [SPEAKER_00]: So the show must go on though. [SPEAKER_00]: The market was still open, we were still able to do some things. [SPEAKER_00]: So yeah, shout it out, you're feeling it. [SPEAKER_03]: So good, man, made it through that intro.

[SPEAKER_02]: Trying to beat up in my hair falls. [SPEAKER_02]: Things happen. [SPEAKER_02]: The next play screen, elevator, shot you go up. [SPEAKER_02]: Talk, got you a screen. [SPEAKER_02]: That was a great part of the awesome moment. [SPEAKER_02]: You got to adjust on the fly. [SPEAKER_00]: I feel, do I do this disclaimer again? [SPEAKER_00]: Oh, I must just, I got to that word out of you without. [SPEAKER_00]: All right. [SPEAKER_00]: Well, it was a play screen.

[SPEAKER_00]: So I'm exactly, exactly. [SPEAKER_00]: Exactly. [SPEAKER_00]: Yes. [SPEAKER_00]: Yes. [SPEAKER_00]: But before we start man before we start big week. [SPEAKER_00]: I'm not even gonna let him do it. [SPEAKER_00]: I'm gonna do it for him big week This Friday Birthday in sessions. [SPEAKER_00]: How do you how we film the man's birthday week now? [SPEAKER_03]: Hey, man. [SPEAKER_03]: Still at it. [SPEAKER_03]: Still at it I told the pricey crowd there.

[SPEAKER_03]: Shall I tell my man Miguel? [SPEAKER_03]: This is birthday today. [SPEAKER_03]: Oh Yeah, you know, it's pricey season. [SPEAKER_01]: So I see season [SPEAKER_03]: a little to all the Pisces. [SPEAKER_03]: Shout out to Jarrow. [SPEAKER_03]: His birthday is a 20 to 29 right? [SPEAKER_00]: Yeah. [SPEAKER_03]: There's no 29. [SPEAKER_03]: Well, he turned it 50 this year. [SPEAKER_03]: So. [SPEAKER_00]: It's not all the Pisces out there, man. [SPEAKER_00]: Yeah, yeah, yeah, yeah.

[SPEAKER_00]: It is, is that time a shout to Spanx, his birthday was last week, uh, Tory, my niece has birthday. [SPEAKER_00]: Coming up. [SPEAKER_00]: Yeah, man, then, you know, next week, we do it all over again. [SPEAKER_03]: It's a my nephew, Ali, his birthday was yesterday. [SPEAKER_00]: Uh, where, happy birthday, Ali. [SPEAKER_00]: Thank you.

[SPEAKER_03]: All righty, all righty, we got a lot to talk about, oh man, black out, you know there's a lot to talk about and black out, they're going crazy.

[SPEAKER_00]: Next one, come on, my ask me about you today, as they thought that she was in Mexico, I'm like, now, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, he's, [SPEAKER_03]: Yeah, but we're going to talk about Mexico.

[SPEAKER_03]: We're going to talk about Trump invading Iran. [SPEAKER_03]: Looks like that's going to happen. [SPEAKER_00]: Yeah. [SPEAKER_00]: We want to bring court. [SPEAKER_03]: This is a green court ruling for relationship and relationship stuff.

[SPEAKER_03]: of course some health related issues of course got a lot to talk about so check it out not a clock on Wednesday if you're interested in Thursday at 12 o'clock we got Jeff Fromor man this is an interesting conversation I'll give her a sneak peek but when you sell your company for almost $100 million and you don't actually get the money

[SPEAKER_02]: That's a learning, that's a learning, that's another part of this happening in a lot of entrepreneurship and VC is big exits But they're finding ways to dilute those shares to you get nothing. [SPEAKER_02]: It's a bunch of these horror stories. [SPEAKER_02]: Please tune in. [SPEAKER_02]: It's more common than you think. [SPEAKER_00]: It's one of these rich men poor men read the headline. [SPEAKER_00]: So when you read the headline, it feels sensationalized.

[SPEAKER_00]: Company sells for $100 million and they don't know the backstory. [SPEAKER_00]: How they were supposed to accumulate it, whether it was in shares, whether it was in equity. [SPEAKER_00]: And then it's a fight to get it. [SPEAKER_00]: You know, a lot of times the glory is on the paper, but until you get that money, it ain't that glorious. [SPEAKER_00]: It's tough because nobody tells that story and, you know, we pull back the layers on a little bit.

[SPEAKER_00]: But it was even a surprise to me. [SPEAKER_00]: This is a person that we've known for over four years and I didn't even know the details of it. [SPEAKER_02]: So I'm glad he got the share of story and hopefully everybody learns from it. [SPEAKER_02]: Tuning to the episode, often the exit is for the investor and not for you as the founder.

[SPEAKER_02]: Probably one of the most important episodes, if you're building and looking to exit, especially in this era of Canton and DEI, please watch this episode. [SPEAKER_03]: That's a fact, so yeah, that's a lot of information.

[SPEAKER_03]: A lot of gyms, and he has a platform actually dedicated to [SPEAKER_03]: give equity to creators for different things that they endorse and to match different products, different companies up with different creators, and to get equity for creators, but he's telling multiple stories, but yeah, that's one of the stories as far as like, when you see a headline, some of my soul at company, and we talk about Kobe Lane, we talk about the Kobe Lane, and he explained that.

[SPEAKER_03]: So everything that you see on everything that you read, believe half of what you see, but it's an education. [SPEAKER_00]: It was definitely his education and shout out to everybody that tune into last week's episode with Mark Barnes, the Legendary Mark Barnes. [SPEAKER_00]: If you haven't seen it go check it out, that was one of the one of the most memorable savings that we've had. [SPEAKER_00]: It was an episode filled with a lot of information, but just so much experience.

[SPEAKER_00]: I think the experience comes through when everything he says is just like, man, it's to really live dead and it's still living in at a high level man. [SPEAKER_00]: Shout out to everything that he's own and everything that he has done for the world and that that's a legend Real quick. [SPEAKER_02]: I don't know what conversation you all had going into 20 26 But job and cooking You Charlotte man.

[SPEAKER_02]: That's well even on the membership site If you ever watched episode just go back and look how innovative that business model was to introduce subscription based [SPEAKER_02]: and what the margins are like, that's what it was. [SPEAKER_02]: I was taking notes like, okay, that's it. [SPEAKER_02]: It's club culture is dying, finding a way to bring in higher margins and not only bringing in higher margins, but giving a higher ROI experience to the customer base.

[SPEAKER_02]: Innovation is negative. [SPEAKER_03]: Yeah, I'm preaching that, that's definitely, they call it a top 10 episode, man, Mark Barnes, they definitely, [SPEAKER_03]: He's called to call it an instant plastic, you know, a few clips over a million views, 800,000 views that weren't clip about how high people spend three times more in the night club. [SPEAKER_03]: That's that one crazy controversial. [SPEAKER_03]: What a hard reality.

[SPEAKER_02]: Yeah, shout out to a life, but yeah, so take it out of 12 o'clock. [SPEAKER_03]: All right, Ian, [SPEAKER_02]: Yeah, stock club call this week will be Tuesday at 9 PM Central if I've made your money please put yes and chat stock club prices will be out this week as well. [SPEAKER_02]: There's a lot going on in the market. [SPEAKER_02]: There's a lot of correction happening and a lot of fear. [SPEAKER_02]: So tuning tomorrow 9 PM Central. [SPEAKER_02]: I love you all.

[SPEAKER_02]: Let's have an amazing show. [SPEAKER_03]: Let's get to it. [SPEAKER_03]: So what's the investment factor a week? [SPEAKER_02]: And light of the market being down, even Microsoft over his five-year period is at the 50% retracement. [SPEAKER_02]: I want to give you insight over the last decade. [SPEAKER_02]: Over the last decade, Nvidia is up 4,000%. [SPEAKER_02]: Tests is up 2,000, meta is up 1,000. [SPEAKER_02]: Amazon is up 500% Google up 350% Microsoft up 180%.

[SPEAKER_02]: and apples up 85%. [SPEAKER_02]: So even though in light of the market following a part in short, if you're holding for a 10-year period, there are massive returns to be had there, and point number 2 going back to Amazon. [SPEAKER_02]: Before 2030, you're going to see Amazon, which is massively invested in AI, replace all factory workers and all drivers.

[SPEAKER_02]: It would be 100% robotic, which means all of those workers are going to go away and UPS and FedEx shortly will follow thereafter.

[SPEAKER_02]: So kind of like in 1998 and 99 when the internet phase came in and the dot com era was ushered in and it changed the way the workforce was done a part of the reason why you're seeing some of this correction and so much fear And once we did this at the Nvidia tour you saw that they already have the robots in place by 2030 Amazon is going to replace all factory workers which is incredibly scary for [SPEAKER_02]: the economy and those who work in those fields.

[SPEAKER_02]: So keep your eyes on companies that follow suit as well. [SPEAKER_00]: Yeah, I think it is vitally important to look at these companies from a long-term perspective. [SPEAKER_00]: I agree a hundred percent. [SPEAKER_00]: I thought we even had the privilege, I would say, over the past six months to be at some of these high-risk scale companies. [SPEAKER_00]: Obviously, we visited that everybody has seen this at a video. [SPEAKER_00]: We were at Microsoft.

[SPEAKER_00]: And every time we go to these companies, [SPEAKER_00]: There's a level of calmness that they have in these environments. [SPEAKER_00]: And shout out to everybody that pulled up to the options class last Thursday. [SPEAKER_00]: It was incredible. [SPEAKER_00]: But we unpack Microsoft a little bit from the standpoint of, if you loved it at 500, you have to love it at 400, right? [SPEAKER_00]: But understanding the why, why is pulling back, right? [SPEAKER_00]: Is it a software story?

[SPEAKER_00]: Is it an internal issue? [SPEAKER_00]: Is it a capex story? [SPEAKER_00]: And when you start unpacking the layers, you start to see a different picture.

[SPEAKER_00]: And so I look at it like you know this is a definite opportune time, but we have to see it as that and we have to figure out when we're going to accumulate shares right so I've seen people say hey it was at 398 and in today's at 387 do you still like it yeah I like it even more right and so we got to have that long term perspective [SPEAKER_00]: The reason that the people are in these places feels so shy because they know what's down the road, they can see the innovation.

[SPEAKER_00]: We kind of came up with this short-term pain for long-term pain. [SPEAKER_00]: And literally, we're watching that happen from a lot of the large cap or mega cap companies. [SPEAKER_00]: They're taking some pain points right now. [SPEAKER_00]: But the cap expend is because they sold a long-term gain, a long-term vision, especially the max seven. [SPEAKER_00]: When they have the long-term vision, it's laid out, and you can hear the conviction inside of the executives.

[SPEAKER_00]: It gives you a level of confidence as well. [SPEAKER_02]: And it's nefarious. [SPEAKER_02]: I will be honest, but one of the reasons while a lot of these companies are incredibly excited is because they get to offload the cost of human capital and put it into nine human capital being robotics.

[SPEAKER_02]: It's a great point that you brought up, and it's kind of like if you're playing ball and you're watching the demeanor of a team Amazon and video meta even in this to a note that's going on in the market like you're there incredibly calm [SPEAKER_02]: almost optimistic so much, but they can't show that to the public because there's so much unrest in the markets.

[SPEAKER_02]: But yeah, the thing to keep your eye on is how much because they to be a low-cost provider, you have to cut prices down. [SPEAKER_02]: So while it sucks for the job market, for them is going to knock their profit margin out probably 16 or 17% which will make them even more of a darlin stock long term. [SPEAKER_00]: Yeah, and that's something major for a company like Amazon when you look at we always talk about their margins, right?

[SPEAKER_00]: If you look at all the hyperscalers, they probably have the thinnest margins and so absolutely look at where it's being spent if it's workforce, if it's in shares. [SPEAKER_00]: If they can figure out how to get greater margins, you're talking about a $4 trillion company, right?

[SPEAKER_00]: And so like, you can see why they're trying to spend as much as they're spending more than anyone, because they know if they get those margins to move up, maybe 5%, I mean, you're talking billions of dollars in the revenue. [SPEAKER_00]: And so it makes sense when you understand that story. [SPEAKER_03]: Yeah, for sure. [SPEAKER_03]: And I think we definitely have to pay attention to the solid details.

[SPEAKER_03]: a new round of tariffs that was announced as far as the Supreme Court said that it was wasn't, it was out of his jurisdiction to do the first round of tariffs so he implemented a new global temporary tariffs and we saw it down at 800, 800 points today so I do think this is because there's an AI, I mean you don't know what you want to call it, AI bubble or AI distribution, but AI disruption, let's go with disruption, it's a lot, it's a lot,

[SPEAKER_03]: can't ignore that, there's a lot of uncertainty and people that some, you know, nervous. [SPEAKER_02]: Yeah, and I have every right to be. [SPEAKER_00]: Yeah, I think a disruption is very, I think that's a good choice of words. [SPEAKER_00]: I think, you know, it feels, well, I was having this conversation earlier today. [SPEAKER_00]: It feels like a little bit like 2025 and a sense when we got to, you know, the end of January, [SPEAKER_00]: We had the deep seat moment, right?

[SPEAKER_00]: And then we had the idea of tariffs coming into place. [SPEAKER_00]: And then, you know, I'm looking at reports now, right? [SPEAKER_00]: Deep seeks about to release 4.0, right? [SPEAKER_00]: I think the release is probably supposed to be eminent, and it's supposed to shake up AI again. [SPEAKER_00]: I'm like, we've seen this scenario before, right? [SPEAKER_00]: We had tariffs last year. [SPEAKER_00]: Like, this feels very similar.

[SPEAKER_00]: And what did we notice about that pattern, right?

[SPEAKER_00]: This time it feels like the max seven specifically is getting hit so far as being hit and we'll talk about down a little bit later, but what did they all do tool the tail end of the year right in video drop down to ninety seven dollars in late January by the end of December we were at one eighty nine right so there was opportune times for us to say okay we've seen this story before we understand how this is going to play out.

[SPEAKER_00]: The tariffs aren't going to be as widespread. [SPEAKER_00]: I know like last time he was saying, you know, I'm charging 90% and 120% and we're going to double it if you try to match us. [SPEAKER_00]: And now it's like this, hey, and it's going to be this 10% tariffs. [SPEAKER_00]: I feel like people have started to become the sensitized sewer. [SPEAKER_00]: The interest in part around the tariffs is what happens on that backend, right?

[SPEAKER_00]: That refund that corporations are now going to be so and so we just saw FedEx foul suit today, right? [SPEAKER_00]: They're saying, hey, [SPEAKER_00]: We had to pay those tariffs when is the refund coming? [SPEAKER_00]: Where's that going to come from? [SPEAKER_00]: We'll see. [SPEAKER_00]: It's an interesting time. [SPEAKER_00]: But if we pay attention to the signs, I feel like this story has played out before.

[SPEAKER_00]: So we just got to be patient and when opportunities present itself. [SPEAKER_00]: We got to invest. [SPEAKER_02]: One quick note. [SPEAKER_02]: The difference is, well, notice this. [SPEAKER_02]: Every time we say that the market is reflective of another year, it's not a positive year. [SPEAKER_02]: We're not saying it looks like 2010, 2012. [SPEAKER_02]: And also on a private markets, there's some contraction there.

[SPEAKER_02]: Blue Hour had 300 billion under management, 19 straight quarters of growth, but they're down 50% for the year and now they're halting redemptions. [SPEAKER_02]: That's a canary in a coal mine scenario, so it's a brochure to your point. [SPEAKER_02]: a combination of tariffs, AI disruption, geopolitical unrest, growing debt, growing consumer debt.

[SPEAKER_02]: Even if you don't know a lot about the markets, you can feel like something is off and we're just not being told what it is yet. [SPEAKER_02]: So while I do think it's an opportunity time to invest, we have to be mindful of, there's a bunch of cards on the table right now that are not for facing that look incredibly well, or showing signs of a healthy economy, [SPEAKER_00]: Yeah, what, what, what, what is healthy leadership look like anymore? [SPEAKER_02]: It's been a long time.

[SPEAKER_02]: It's been, it's been a long time. [SPEAKER_02]: Gavin, I know it wasn't a group of black people, but nevertheless the commentary was not the best. [SPEAKER_02]: No, nothing would ever. [SPEAKER_02]: Bill Clinton would have never. [SPEAKER_02]: I'm the George Witch. [SPEAKER_02]: I'm not even going to lie. [SPEAKER_00]: Real, it almost, it feels like why not just that. [SPEAKER_03]: We're going to talk about Troy froze. [SPEAKER_00]: That. [SPEAKER_00]: We're going, right?

[SPEAKER_00]: Like what? [SPEAKER_03]: Yeah, you froze for a minute, but we're going to talk about a Gavin Newsom one black out for sure because that was crazy and Atlanta, but let's do this. [SPEAKER_03]: Let's talk about what's the trading tip of the week. [SPEAKER_02]: Um, this one is brought to you by a great dear friend of mine, Kudos to Cherishia. [SPEAKER_02]: We have in the stock club called last week, and she dropped the gym.

[SPEAKER_02]: That was incredibly important for those of you that are working or let's say you're running to business, um, take three months, that is your least busy time of the year and only trade those three months. [SPEAKER_02]: Um, I think too often as traders, we think about every trait we can take all year, opposed to trading inside of a season. [SPEAKER_02]: and maximizing your trades there to get highest return on health, return on capital, and to eliminate drawdown.

[SPEAKER_02]: So like even in the summertime. [SPEAKER_02]: When the market is normally falling apart, what we talked about are at the mastermind, that 523 point target worked pretty well today for the Dow. [SPEAKER_02]: But you have a bunch of those moments in a summertime. [SPEAKER_02]: I think it's a better use of your time to take three to four months to trade and say after these three to four months, my season is concluded.

[SPEAKER_02]: I post you trying to trade year round and ending up with a lower return on investment and a horrible use of time. [SPEAKER_02]: Doesn't mean you shouldn't practice. [SPEAKER_02]: You're all season, but I think truncating your trading season to three or four months is a hell of a way to get a lot of gain out of the market. [SPEAKER_00]: Here's the interesting thing.

[SPEAKER_00]: If we had to take three months, we know historically from, you know, April, that three months period starting April usually is the best time to trade, or do we say, [SPEAKER_00]: We wait to September, October when we know this volatility in the market do we go there or do you're right like me personally if I have to only pick through I do September October.

[SPEAKER_02]: I know them, but it's easy money Maybe in the second week of December add some but also to That summer time right before invest fast. [SPEAKER_02]: Hmm, baby. [SPEAKER_02]: It's always a great move there, but if I have to pick I will pick fourth quarter [SPEAKER_02]: and then take 50% of the capital put it into long term. [SPEAKER_02]: And you'll be good. [SPEAKER_02]: I think traders don't think or don't track what the weeks and what months do you normally do the best in?

[SPEAKER_02]: And what's your high highs or profit factor? [SPEAKER_02]: And what's your highest return on investment season? [SPEAKER_02]: And just trade all year and then you end up being burned out from trader. [SPEAKER_00]: Yeah, there is a burnout, there is a burnout phase, which is, it's unfortunate. [SPEAKER_00]: But that's, I think that that goes part into that, like we've said that over and over is like, make sure you have a plan. [SPEAKER_00]: Just make sure you have a plan.

[SPEAKER_00]: Whatever it is, don't have to be a plan that we suggested, just have one. [SPEAKER_00]: Because once you have it, you'll start to notice and when I would talk about it last week is that lack of discipline, right? [SPEAKER_00]: You can always go back to your notes to the way. [SPEAKER_00]: I said I was the one this. [SPEAKER_00]: how did I get here?

[SPEAKER_02]: And it's usually looking at someone else's performance or portfolio and you're in a chase and something and it's like well even if you see it on Twitter or IG, you don't know what losses they have and another portfolio. [SPEAKER_02]: So 24 trades in a year is good if you have a big size target or even if you do 24 interday trades in 12 swings or six swing trades.

[SPEAKER_02]: You should be good, because if not, you're scalping, but if you're going for sizable targets, 500 plus points on the features market, you shouldn't need 90 trades on the year. [SPEAKER_00]: Yeah, and that type of aggression, you know, I had a, we had a friend of ours who was trying to open up a brokerage account. [SPEAKER_00]: And because he said that he was going to be aggressive, they didn't allow him to trade derivatives.

[SPEAKER_00]: He wasn't allowed to trade options or futures. [SPEAKER_00]: And he was like, what happened? [SPEAKER_00]: I'm like, what'd you put down on a selection when you were trying to open the brokerage account? [SPEAKER_00]: And then we went over at third. [SPEAKER_00]: I think he said aggressive income. [SPEAKER_00]: And once he said aggressive income, they were like, ah, ah, ah, so you had to call him and spend full hours on him and then they finally opened it.

[SPEAKER_00]: But there, you just got to be mindful of that. [SPEAKER_02]: because you're the liability on the assets you for the customer list. [SPEAKER_02]: Less is more. [SPEAKER_00]: Less is dead, and they know potentially you're going to be using margin, and it's going to be a whole mess. [SPEAKER_03]: Yeah. [SPEAKER_03]: Sure. [SPEAKER_03]: And speaking of that, invest fast, get to tickets last year. [SPEAKER_03]: We partnered with the good brother Paul Judge.

[SPEAKER_03]: And, um, [SPEAKER_03]: He, uh, if you don't know Paul Judges, he just made the Forbes top 100 list, uh, you know, he's incredible. [SPEAKER_03]: Um, a VC legend in Atlanta, he's, he's one of these people that, you know, has been responsible for bringing multiple companies to 100 million dollar valuations and more. [SPEAKER_03]: Um, so last year, we handed over the realms of the pitch competition to him.

[SPEAKER_03]: And it was the first year that we had it, it was focused on tech companies. [SPEAKER_03]: And the result was, it was $125,000 a pitch competition. [SPEAKER_03]: He actually picked two winners. [SPEAKER_03]: We had Jalen Brown, we had Angela Simmons, we had two chains, we had him as the judges. [SPEAKER_03]: And he actually picked two winners and gave $250,000 away to $125,000 to two different entrepreneurs, live on stage.

[SPEAKER_03]: So man, that's pretty monumental if you really think about it. [SPEAKER_03]: So we running that back, we running that back, but we started early, one of the biggest complaints that the team had with that, they didn't have enough time to really go through all of the things like how they really, really wanted to, like, people wait to the last minute to do everything. [SPEAKER_03]: So if you're interested this year, we started early. [SPEAKER_03]: The deadline is April 10th.

[SPEAKER_03]: That means after April 10th, you will not be able to submit for the Pitch Competition. [SPEAKER_03]: And my brain, I would do it now. [SPEAKER_01]: That's right. [SPEAKER_03]: That's right. [SPEAKER_01]: Yes. [SPEAKER_01]: Well, you got to do it. [SPEAKER_03]: All you got to do is have an invest fest ticket and you go to the Invest Fest website. [SPEAKER_03]: There's a tab on the website and all the information is there. [SPEAKER_03]: You submit.

[SPEAKER_03]: It is a detailed process, but that's to ensure that you know you're a serious person. [SPEAKER_03]: It's $125,000. [SPEAKER_03]: Yes, vendors can apply as well and it's a tech. [SPEAKER_03]: You have to have a tech component to your business. [SPEAKER_03]: So, I don't know why you would not do that, especially if you're already going to invest fast, but even if you're not, I mean, I think it's a great opportunity.

[SPEAKER_03]: And like I said, I mean, you saw it happen on stage last year, two people more, 250,000 dollars. [SPEAKER_03]: Go. [SPEAKER_02]: And great all day for getting fun. [SPEAKER_02]: Yeah. [SPEAKER_03]: Yeah. [SPEAKER_03]: Oh, 100%. [SPEAKER_03]: Take advantage. [SPEAKER_03]: Deadline is April 10th. [SPEAKER_03]: That means I would start today tonight on codenvestfest.com. [SPEAKER_03]: Fill out the application. [SPEAKER_03]: The balls in your court, man.

[SPEAKER_03]: Yeah. [SPEAKER_03]: One more. [SPEAKER_03]: One more. [SPEAKER_03]: Can we do? [SPEAKER_00]: That's too much, too much of leeway, that's, that's, that's, that's, that's for the world. [SPEAKER_02]: And I don't know if you have no capitals, not flying around for entrepreneurs. [SPEAKER_03]: It's really not. [SPEAKER_03]: And not making it even harder. [SPEAKER_03]: They making it even harder to administration. [SPEAKER_03]: It was always difficult to get money.

[SPEAKER_03]: It's even harder to get money now. [SPEAKER_03]: So that's one of the reasons why we did it. [SPEAKER_03]: And like I said, I mean, we actually handed over the reins because [SPEAKER_03]: He actually does this all the time. [SPEAKER_03]: And he's somebody that actually invest in companies. [SPEAKER_03]: And he's somebody that actually has a proven track record. [SPEAKER_03]: So I mean, you let the experts do what the experts do.

[SPEAKER_03]: So man, I think this is such a minutes opportunity for anybody that's interested. [SPEAKER_03]: And hey, don't say we didn't try. [SPEAKER_02]: You know, do it again. [SPEAKER_02]: Even a black history, it wasn't even as many mentions of black history, and of course I commercially, they couldn't, right, but it even debt is down, so you have to know funding is down.

[SPEAKER_02]: And once again, turn this episode Thursday because the new game is to then help you raise the valuation and on a backing and take all the money away from you. [SPEAKER_02]: It's a dirty game. [SPEAKER_00]: Please don't cry for that. [SPEAKER_00]: Be mindful of that, be mindful of who you're going to business with, be mindful of who you're selling to. [SPEAKER_00]: If you do, but be mindful of where you're getting the money from, right?

[SPEAKER_00]: Because a lot of times the money comes with, it's a dirty game that, you know, we're trying to pull back the layers on as we learn it. [SPEAKER_00]: There are season, that's inside of it that are taking advantage. [SPEAKER_00]: So, I mean, this is an opportunity for a lifetime. [SPEAKER_03]: And then the last minute I'll say is that it doesn't have to be an even a successful running company. [SPEAKER_03]: It could be a company that you literally just started.

[SPEAKER_03]: It's the idea, he will, he said that last year, he's willing to invest in a company with an idea. [SPEAKER_03]: Now it has to be a little bit more, it has to be a little bit more than just a idea on paper. [SPEAKER_03]: Like, you know, to have a website. [SPEAKER_03]: But it does not have to be a company. [SPEAKER_03]: that is up and running. [SPEAKER_03]: That's important. [SPEAKER_03]: It does not have to be an up and running company.

[SPEAKER_03]: It does not have to be a company that already has revenue that already has employees. [SPEAKER_03]: It can be at the very starter level. [SPEAKER_03]: It can be a company at the very base level. [SPEAKER_03]: So, because I know that's a question in the last thing, before we get back to value schedule programs, I might say, what can I expect to learn that invests, is it about learning anything? [SPEAKER_03]: Or is it just about socializing?

[SPEAKER_03]: Well, you're there for three days. [SPEAKER_03]: I think you're gonna learn, you're gonna have opportunity to learn something. [SPEAKER_03]: Real estate, credit, AI, investing, [SPEAKER_03]: And of course, you'll be able to network. [SPEAKER_03]: So what do you expect to learn? [SPEAKER_03]: Whatever you're interested in learning. [SPEAKER_03]: And as far as the network, that's kind of obvious.

[SPEAKER_03]: If you're around 25,000 people, you should be able to network pretty efficiently. [SPEAKER_03]: And Black tie a fit this year for VIP night. [SPEAKER_03]: OK. Now, haven't said that. [SPEAKER_02]: What is the real quick, back to the funding part? [SPEAKER_02]: What percentage of the business do they have to give up if they win the prize? [SPEAKER_03]: What is it? [SPEAKER_02]: I, it's under 10% I know that, because most people are giving up 25 to 40% of their company or less.

[SPEAKER_03]: And mind, you mostly, most of these businesses don't even have revenue. [SPEAKER_03]: So you value a business based off of multiples of your revenue. [SPEAKER_03]: A lot of these businesses have never even generated any money. [SPEAKER_03]: So technically, the business is a hypothetical valuation, anyway. [SPEAKER_03]: So yeah, I mean, it's a less than 10% stake. [SPEAKER_03]: And that's for most businesses that's not even haven't even made 100,000 dollars.

[SPEAKER_02]: And I have him as a partner too, and that is a mentor too. [SPEAKER_03]: It's not good, that's a good thing too. [SPEAKER_03]: It's not just about, okay, he's going to give you my to invest in your business. [SPEAKER_03]: The guys, the guys, extremely wealthy person, and he's actually led companies to $100 million valuation. [SPEAKER_03]: So it's not like they just invest in you, like they actually become your business partner now as well.

[SPEAKER_03]: So his mentorship is resources, it's not just like, okay, here's a check and then you know, try to figure it out. [SPEAKER_03]: He has a vested interest in it because he's now your partner. [SPEAKER_03]: So it's in like I said, this is something that he's actually done. [SPEAKER_03]: He's on for, he's on for, he's on for, look him up. [SPEAKER_00]: Yeah, they have, I mean, the Forbes 50 innovators, he's in there.

[SPEAKER_00]: I mean, and there's some faces that you might recognize as well, but he's definitely in there. [SPEAKER_00]: Absolutely. [SPEAKER_03]: Yeah, for sure. [SPEAKER_03]: All right, let's talk about [SPEAKER_03]: the risk, matric, every trader should use. [SPEAKER_02]: Yeah, please write these down this. [SPEAKER_02]: Three, I thought it was a great question at the mass of mine that I didn't get a chance to answer and I want to answer tonight.

[SPEAKER_02]: So. [SPEAKER_02]: One, if the VIX is between 21 and 29, historically, that's representative of a now market. [SPEAKER_02]: Like when we are in a range from nine to 15, normally we're bullish with 21 to 29 as a now market. [SPEAKER_02]: A fear and greed is below 40. [SPEAKER_02]: You have to look for intraday shorts to offset the losses that you're going to have in your long term portfolio.

[SPEAKER_02]: Put in chat where is the fear and greed index [SPEAKER_02]: And also, third, you want to look at the 125-day move and average that every stock that you're investing in and the indexes to see if they're under the 125 or they're above. [SPEAKER_02]: If they're under, that means we are in the down market. [SPEAKER_02]: A lot of companies are in the bearer's cycle right now, Microsoft being one of them.

[SPEAKER_02]: But an early indication outside of the 72 is the 125-day move and average to be able to tell you to get a gauge. [SPEAKER_02]: It's like an equator. [SPEAKER_02]: So, [SPEAKER_02]: If they're constantly below the 125, we're in Bear's territory, if it's above, we're in bullish. [SPEAKER_02]: So 125, if you agree, being below 40, and the VIX being between 21 to 29 being represented up of a down market, or tell you which direction you should be going in in terms of your trades.

[SPEAKER_00]: I think I agree with all those. [SPEAKER_00]: I'm going to add it because I know you hate it, but I still think our size and point. [SPEAKER_00]: So people can have what I don't hate it, but what levels, [SPEAKER_00]: I know the levels. [SPEAKER_00]: You're going to say 95 or five. [SPEAKER_02]: No, no, we don't. [SPEAKER_02]: We have to be that extreme. [SPEAKER_00]: Okay. [SPEAKER_00]: Okay. [SPEAKER_00]: I'm going with 70 or even 80. [SPEAKER_00]: Oh, okay.

[SPEAKER_00]: And that's a revelation. [SPEAKER_00]: Because I know it used to be like 90 10, 95 five. [SPEAKER_00]: I'm like, well, I don't have long to keep some things in house.

[SPEAKER_00]: I think outside I was informed it tells you the the trend that the market is seeing right so if it's something is below 30 right it's starting to it's trending toward it's been over so I think Microsoft is kind of in that position right now which is why I loved it as a company when we start to see it tick over 70 All right now that's overboard that means that this this company has run up it is had it's run We've seen it get it's high I've seen in video at like 95

[SPEAKER_00]: Right. [SPEAKER_04]: Yeah. [SPEAKER_00]: At that point, we're talking about overboard and it will probably see a pullback in that company will it be drastic maybe or maybe not. [SPEAKER_00]: But when we start to see companies, especially the large cap companies, mega cap companies, when they start to get to that 30 in below or even once I start seeing a like 40, oh my, all right, let's see where the trend is headed.

[SPEAKER_00]: Once it gets below 30, oh my, all right, this is an opportune time. [SPEAKER_00]: Now it's oversold, is it a strong company? [SPEAKER_00]: What does the mental say? [SPEAKER_00]: I'd love that you talked about the moving averages. [SPEAKER_00]: We talked about Microsoft hitting this 400 day going below that. [SPEAKER_00]: All these things help take off that risk, right? [SPEAKER_00]: When people ask when should I invest, is this the right time to invest?

[SPEAKER_00]: If you take all those metrics, you have your answer. [SPEAKER_00]: If you have all those metrics in their line, then they'll go to your answer. [SPEAKER_02]: Okay, but so I won't actually as a conservative investor and you don't talk about it, but you're a win rate really high. [SPEAKER_02]: Server. [SPEAKER_02]: What metrics are you looking at to take risk off the table when you're looking to enter a trade?

[SPEAKER_03]: The number one thing is the price statute that this kind of price that you buy at. [SPEAKER_01]: And price. [SPEAKER_03]: I mean, of course, the quality of the company in the price that you buy that, like I said, it's like real estate like. [SPEAKER_03]: And one thing I learned when I'm learning about real estate is that. [SPEAKER_03]: So the win is on the purchase. [SPEAKER_03]: The entry, not on the valuation.

[SPEAKER_03]: Not on the escalies over the course of time as far as the price increase. [SPEAKER_03]: Not on the price increase. [SPEAKER_03]: The win has to be baked in. [SPEAKER_02]: Yep. [SPEAKER_02]: So pretty. [SPEAKER_03]: 100%. [SPEAKER_03]: If you buy a million dollar house, if you buy a million dollar house, and it's so foreclosure, you get it for $600,000. [SPEAKER_03]: No matter what happens with the market, you're already up.

[SPEAKER_03]: Because now, because you've got to factor in losses, that could potentially happen. [SPEAKER_03]: Think it happened. [SPEAKER_03]: So if the million dollar house, if it's a bad real estate market in the million dollar house, it's now valued at 800,000. [SPEAKER_03]: We'll use still up to $200,000.

[SPEAKER_03]: If you buy a million dollar house at $1 million, now it's shaky ground because yeah, it could go up to 1.5 What if it if it is a slow real estate market and it goes down now you underwater and you got to wait it out This is the same thing with stocks.

[SPEAKER_03]: I felt like you can never buy stocks at the all-time hawk and you got a buy good stocks But it's really about the price that you buy the stocks at like buying stocks at [SPEAKER_03]: All-time highs to me is like buying a house over the asking price. [SPEAKER_02]: That's in place. [SPEAKER_02]: That's a great point. [SPEAKER_02]: Yeah. [SPEAKER_03]: It could work out. [SPEAKER_03]: It could work out. [SPEAKER_02]: But you don't want to hope that it does.

[SPEAKER_00]: Yeah. [SPEAKER_00]: But that's very great. [SPEAKER_00]: And that I think that's why I have in those metrics are important. [SPEAKER_00]: So like if you're looking at the metrics, like you're not going to do those things. [SPEAKER_00]: Right, because the chances of a stop being as all-time high in its relatives, so somebody asks, what's RSI? [SPEAKER_00]: Your relative strength index? [SPEAKER_00]: The chances of it being at 30 are impossible.

[SPEAKER_02]: But a lot of people buy the same with the houses. [SPEAKER_02]: They'll buy out of emotion. [SPEAKER_02]: This is my dream house. [SPEAKER_02]: I don't want to miss out on this stock. [SPEAKER_02]: It's going to grow five, five extra here.

[SPEAKER_03]: And it's like, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh [SPEAKER_02]: And then you mad at me, because I said it was going to succeed. [SPEAKER_02]: Yeah, I'm like, wait, I'm just trying to help.

[SPEAKER_02]: I'm sorry. [SPEAKER_00]: Yeah. [SPEAKER_00]: But sorry. [SPEAKER_00]: Yeah, I'm, I'm what you're both. [SPEAKER_00]: I think, all valid points. [SPEAKER_00]: I think the, the part is, when somebody doesn't experience that, does that make them seasons, right? [SPEAKER_00]: Like, you, you are going to make mistakes in this, in this space.

[SPEAKER_00]: Do you think, [SPEAKER_00]: I mean, we want to make sure that they make the right decisions, and you want to make sure you make the right decisions, but it's something about making those type of errors that build like your resilience, build your emotional intelligence so that you don't repeat them.

[SPEAKER_00]: I think a lot of people, you know, either repeat them habitually or they'll say, I'm never doing that again, I'm out of it, but I think the people who stay and build the character and the resilience from it, those are the people that are going to be successful. [SPEAKER_02]: I agree with sometimes bad habits, the gets bad habits. [SPEAKER_02]: It's like sending a little bit back and go, okay. [SPEAKER_02]: In theory, I get it. [SPEAKER_02]: But some mistakes are too costly, right?

[SPEAKER_02]: Even for me, like my favorite thing to do when I have time, right? [SPEAKER_02]: As to go look at any negative commentary that a detractor has had and see if they've adjusted their investment schedule. [SPEAKER_02]: The answer is usually no. [SPEAKER_02]: Because once you're in a negative loop, usually stay in a negative loop. [SPEAKER_02]: Those are the positive, stay in a positive loop.

[SPEAKER_02]: So you can take risk, but usually, [SPEAKER_02]: And the other part is when you're investing, you have to factor in the forces are going to be against you at some point. [SPEAKER_02]: There's going to be a headwind or a tailwind in the market that you're not expecting. [SPEAKER_02]: Everyone who was pro-micro strategy last year, even though he's investing in one of the greatest assets of all time, they created by Langley.

[SPEAKER_02]: The performance of the stock sales is the performance of the stock. [SPEAKER_02]: You have to factor that price in it. [SPEAKER_02]: But like [SPEAKER_02]: You're not bleeding as much as the people who bought last year, so you got to factor those things in. [SPEAKER_02]: But I think sometimes the bad habit leads you to an infinite tunnel of bad habits that you can't get out of. [SPEAKER_00]: Not fair. [SPEAKER_00]: I think that's fair.

[SPEAKER_00]: I think people are seeing this, especially if you were in the software stock, so even if you were cyber security, right, like we talked about cyber security for sure, and it was one of these things like, well, what do I do now? [SPEAKER_00]: Well, as you were waiting in your patient, this is your moment. [SPEAKER_00]: Yeah. [SPEAKER_00]: So, it's okay. [SPEAKER_00]: It ultimately comes back to what is your strategy, what is your strategy before you start?

[SPEAKER_03]: Yeah, so unless you're dollar course averaging, then that's different, you've got a money every single month, but never chase at all time House, let it go, and that's not the thing. [SPEAKER_03]: Don't be scared to let something go. [SPEAKER_03]: If it's sometimes you look at it. [SPEAKER_03]: It's like it is Preview of Wednesday, no, leave me a message. [SPEAKER_03]: You see a house and it's like, you know, your wife loves it, your son loves it, your daughter loves it.

[SPEAKER_03]: And it's like, you know in your heart that is not a good financial decision for you, but you are emotionally, you're emotionally invested in it and you like them. [SPEAKER_03]: If I don't get this house, I'm never going to be able to get a house. [SPEAKER_03]: That's not the best way to look at it. [SPEAKER_03]: Sometimes I'm like, you got to have faith. [SPEAKER_03]: And you can't cave in just because you don't have enough faith that something better will come.

[SPEAKER_03]: Sometimes you just got to wait it out. [SPEAKER_00]: All right, here's a real question though, right? [SPEAKER_00]: I know we don't have that at all time highs, right? [SPEAKER_00]: But sometimes, if you understand the story, you understand the company, you understand the sector, do you make the exception? [SPEAKER_00]: The reason I'm asking you, probably five times a day, I get asked about, should I invest in my crime? [SPEAKER_00]: Should I invest in Sanders?

[SPEAKER_00]: Every day, like every day. [SPEAKER_00]: Now, we talked about it when it was $220. [SPEAKER_00]: We talked about it when it was $197. [SPEAKER_00]: I was speaking to Sanders. [SPEAKER_00]: Today is trading at $679. [SPEAKER_00]: Obviously, I'm not saying anything here. [SPEAKER_00]: Is it the new retracement, let what do we reset the retracement, right? [SPEAKER_00]: Do we reset it and say I 30% from here or 20% from here? [SPEAKER_00]: What would you suggest in that case?

[SPEAKER_02]: Never invested all time high enough giving you the 70 to day moving average now 125 to 104. [SPEAKER_02]: If you go through your weekly daily a month, link can find the entry. [SPEAKER_02]: you're not trying hard enough. [SPEAKER_02]: Now will it work out in the end usually? [SPEAKER_02]: Yes, but you may have a four-year period when you're in a drawdown and then you'll finally get back to break you down.

[SPEAKER_02]: Like the Japanese stock market went through a drawdown for 30 years. [SPEAKER_02]: I'm sure there's somebody who held the kneeca. [SPEAKER_02]: From the top all the way through and they're happy that there are above water now, but it's a misuse of capital. [SPEAKER_02]: Use the move of an averages. [SPEAKER_02]: Use your percentages from a high to be able to get in with buying at the all-time high because of hype. [SPEAKER_02]: I never want to do that. [SPEAKER_02]: Never.

[SPEAKER_02]: And most people don't have a hood split a hole for three or four years when it's down. [SPEAKER_00]: So, I know the answer to it, but I just wanted to ask it, so I'm still going to tell you yo, it's 20%. [SPEAKER_00]: So when it, when my crown runs up to 450, and it drives back down to 379, I'm like, well, here it is. [SPEAKER_00]: Or when it's changed, this runs up to 7209, and it pulls back to 522. [SPEAKER_00]: Here we go.

[SPEAKER_00]: It's the idea that, oh my gosh, it's not going to get back. [SPEAKER_00]: I feel it because I see the messages that come through and I'm like, okay, they got experienced. [SPEAKER_00]: That's why I was like, sometimes you got to experience it to really understand it.

[SPEAKER_00]: And then once you see it happen and you see it happen and you understand, then you become more receptive to it, okay, I understand how the volatility works, I understand why this is that that plan was put in place. [SPEAKER_00]: Now it's up to me just to execute. [SPEAKER_02]: Any time someone tells you that an asset will continually run up forever and the price will never come down. [SPEAKER_02]: Just only your scam. [SPEAKER_02]: Get rid of everything.

[SPEAKER_02]: Get rid of everything. [SPEAKER_02]: Get rid of everything. [SPEAKER_02]: Get rid of everything. [SPEAKER_02]: Yeah. [SPEAKER_02]: Absolutely. [SPEAKER_03]: Sometimes you buy a discount and staying goes down even further. [SPEAKER_03]: I don't think it doesn't necessarily run for panic. [SPEAKER_03]: Bitcoin is a perfect example.

[SPEAKER_03]: If you brought Bitcoin at 80,000, or that as 40,000 less than it's all time high, that is something that will be considered a discount obviously. [SPEAKER_03]: But then it goes to 60,000, and now you're in a red 20% I think that you just have to hold that long term because you don't want to just panic and panic cell because you brought something. [SPEAKER_03]: You still brought it out of discount. [SPEAKER_03]: You might not have brought it out the most optimal point discount.

[SPEAKER_03]: But if all things pointed to the direction when Bitcoin is at $200,000, you'll be happy that you brought it at $80,000. [SPEAKER_00]: Yeah, absolutely. [SPEAKER_00]: You know what, I would love to for people to just take that into account, right? [SPEAKER_00]: Like if it's at 63,000 it gets to 70,000 because it's at 70,000 doesn't mean, oh my gosh, I missed it, I can't do it. [SPEAKER_00]: Yeah, you might have missed a 7% 8% move, think about the long term.

[SPEAKER_00]: Like keep the long term, right? [SPEAKER_00]: You might have missed that on the other side. [SPEAKER_00]: Yeah, that five percent, 10 percent move. [SPEAKER_00]: Yeah, you might have missed it. [SPEAKER_00]: Okay. [SPEAKER_00]: What do you think the growth is going to be over the next five to 10 years? [SPEAKER_00]: Is it going to be greater than that 10 percent? [SPEAKER_00]: Well, you even think about it in 10 years. [SPEAKER_00]: Yeah, you go up 500 percent, right?

[SPEAKER_00]: Is there a difference between 500 percent and 500 percent? [SPEAKER_00]: Right? [SPEAKER_00]: You put it, you know, money and assets that are going to appreciate. [SPEAKER_00]: Follow me on. [SPEAKER_02]: and hold for the long term. [SPEAKER_02]: That's why I started to show Nvidia's up 4,000% over 10 years, Tesla 2,000% last is Apple at 85%. [SPEAKER_02]: Tim Cook, I love you. [SPEAKER_02]: Making adjustments. [SPEAKER_03]: Let's talk about five ways to get original market.

[SPEAKER_02]: Um, this second response about you deserve to be rich. [SPEAKER_02]: Get the book. [SPEAKER_02]: That's for your and paper back. [SPEAKER_02]: That's it. [SPEAKER_02]: That's a call. [SPEAKER_02]: Oh, boy. [SPEAKER_00]: Three, all three, before sure. [SPEAKER_02]: Number one. [SPEAKER_03]: New York Times, bestseller, by the way. [SPEAKER_02]: By the way, what kind of bookholder you got? [SPEAKER_02]: That's interesting.

[SPEAKER_02]: Sway. [SPEAKER_02]: Okay. [SPEAKER_02]: Good attention, Gitter. [SPEAKER_02]: Good to serve you. [SPEAKER_02]: Big Facts. [SPEAKER_02]: Write it down. [SPEAKER_02]: Number one, concentrate on four stocks for ten years. [SPEAKER_02]: We just kind of illustrated why. [SPEAKER_02]: Number two.

[SPEAKER_02]: You have to learn how to build a business and trade at the same time and from the revenue, take 50% of that revenue and put them into the companies that you're going to hold for 10 years. [SPEAKER_02]: Number three, maybe we could talk about this one day, you have to put 10 to 20% into marketing.

[SPEAKER_02]: I know Rashad that is one of the vehicles that you love the most, but in a business, it's [SPEAKER_02]: depending on the business structure that you have in yourself, opposed to waiting. [SPEAKER_02]: So use the business to generate cash and then put it into another long-term vehicle. [SPEAKER_02]: Find the businesses that you believe are going to change the world.

[SPEAKER_02]: and invest in those, and then number five, you have to be the greatest in the world as something that you're good at. [SPEAKER_02]: For me, it was no matter what being able to determine the price of wind to buy into an asset alone. [SPEAKER_02]: If I made you one, please, but yes, and chat, that has been my gift to the world. [SPEAKER_02]: But those five in combination is how you'll be able to get rich in the market regardless of what's going on.

[SPEAKER_02]: Like whether the Dow falls another five weeks or six weeks, I know where to get in long-term, know how to short it long-term to profit from both sides of it. [SPEAKER_02]: So those are my five things in five ways to get rich from the market. [SPEAKER_00]: I'm going to add number six, so that thing is the most important one. [SPEAKER_00]: Watch Market Mondays. [SPEAKER_00]: Bixx, I'll be kidding.

[SPEAKER_00]: I'll be kidding the level of information, the level of research, the level of in-depth thought that goes into this show every week, the returns that our audience have gotten over the past six years, the amount of millionaires [SPEAKER_00]: multi-millionaires thousandaires and that have been made because of executed on information that's been given the amount of guests that have come on here that shared information. [SPEAKER_00]: There's nothing like it.

[SPEAKER_00]: I mean we're in it so it's kind of we're jaded by a riot like we're creating it. [SPEAKER_00]: But the people that have benefited from it, the communities that have benefited from it, there's nothing like it. [SPEAKER_00]: There really isn't anything like it. [SPEAKER_00]: It was not before. [SPEAKER_00]: So I got to, I got to [SPEAKER_02]: Shout out, what about you? [SPEAKER_02]: You got the power background. [SPEAKER_02]: I'll see you. [SPEAKER_02]: Yes, sir.

[SPEAKER_03]: Same character. [SPEAKER_03]: I feel like you brought up a good point as far as the business is concerned. [SPEAKER_03]: And that's something that we've always consistently said is you have to have wanting to invest money. [SPEAKER_02]: Absolutely. [SPEAKER_03]: Right.

[SPEAKER_03]: And so that's why it's like you watch our in Malaysia to learn about how to [SPEAKER_03]: you learn different skill sets like AI, if you go, you know, have a higher level of education and that's gonna, whatever you have to do to make more money, that's a priority. [SPEAKER_03]: And then you have to have enough disappointment not to spend money.

[SPEAKER_03]: And like I saw a clip from your little boozey today that I was pretty interested in saying like, he could pay 200, he could take a hunt and just put it away. [SPEAKER_03]: I don't know what he put in it in, but he was like, he never wants to keep money in front of his face. [SPEAKER_02]: That's a great lesson.

[SPEAKER_03]: And you got to have enough discipline, it's just always stashed the money, stashed the money, put it away, put it away, put it away, put it away, but you got to have enough money to be able to stash that comes from actually being able to earn money, but also [SPEAKER_03]: not spending money, and avoiding debt tracks, and avoiding things that's gonna take money out of your pocket. [SPEAKER_03]: So, man, put as much money as you can.

[SPEAKER_03]: That's really, that's really the cheat code, honestly. [SPEAKER_03]: Like, put as much money you can to top companies at low price points. [SPEAKER_03]: And just hold the floor. [SPEAKER_02]: One period of time. [SPEAKER_02]: Now, we talked about this at the mastermind, but this is an optional, like the spending is so high, [SPEAKER_02]: on the government level, like there's even some people saying like if you have $300,000 today, you have the spending power of somebody in 1972.

[SPEAKER_02]: That wasn't that far go of somebody who made 75,000. [SPEAKER_02]: So you got to invest in the companies and it used to be a luxury to be entrepreneur. [SPEAKER_02]: There's almost a mandate now to be able to be okay. [SPEAKER_02]: The price of a new car is 52,000, medium price. [SPEAKER_02]: It's insane. [SPEAKER_02]: You gotta pay the night get poisoned to buy healthy food, and we'll talk about it on black out, but that's your character who put out my stuff.

[SPEAKER_02]: But it's time to leave, it'll be down the leaf. [SPEAKER_03]: That's a fact. [SPEAKER_03]: It's time to go. [SPEAKER_03]: It's time to go. [SPEAKER_00]: I gotta go. [SPEAKER_00]: I gotta go to the mountains to get your frosty. [SPEAKER_03]: America has been real. [SPEAKER_03]: Three signs of stock is about the 10X. [SPEAKER_02]: One for me, they have a competitive advantage in a niche market that no one else is great at and they have 90% market share.

[SPEAKER_02]: So if it's a company who operates really well in the space and when you think of that sector, they have 90% of market share that's a great sign. [SPEAKER_02]: Number two. [SPEAKER_02]: Um, they're consistently doing like revenues compound in 25% to 50% year over year and three inside ownership is incredibly high. [SPEAKER_02]: You can go to Yahoo Finance or CNBC when typing a stock, but if the inside ownership is not high, there's a reason why.

[SPEAKER_02]: Like when we went to Nvidia, we had the fortune and meeting one of the founders. [SPEAKER_02]: still holding on to some of the shares. [SPEAKER_02]: Of course, he's cashed out to some, but when I see a company CEO as actively selling a bunch of shares all the time, there's a reason why and I like for the institution ownership to to be high, but they have to dominate a niche market kind of like how in video deal with gaming.

[SPEAKER_02]: AMD did gaming, Apple did, and a computer space, the music space, then from there they all grow. [SPEAKER_02]: That's incredibly important to me. [SPEAKER_02]: So those are the three or four key metrics LKPIs I look at to know if a stock is going to 10x over the next five or six years. [SPEAKER_00]: You're all phenomenal. [SPEAKER_00]: I think that the man pieces is important. [SPEAKER_00]: I'm having a creative advantage in space having a moat.

[SPEAKER_00]: I think having that moat, especially in your sector, it changes it, right? [SPEAKER_00]: And when I think about the memory story that is exactly what it is, right? [SPEAKER_00]: If we understand that every GPU, CPU, TPU is going to need memory, well, then they have a competitive advantage because they're going to be essential to the growth of the AI story. [SPEAKER_00]: And so. [SPEAKER_00]: what happens, supply goes up, right?

[SPEAKER_00]: But demand becomes even greater than a supply. [SPEAKER_00]: And that will show you, okay, we're going to see some relative strong tailwinds of growth in the near future, but there'll be a few, one or two that will be here for the long term.

[SPEAKER_00]: And so when you start to see demand, right, for a specific company, or a specific task that a company does, and they have a load around that space, [SPEAKER_02]: And even to your point, Sandisk, and you can argue my crime, they focused solely on their space so well that when this AI inflection point came, they were prepared.

[SPEAKER_02]: They happened prepared for years and shot the autocrates that used Sandisk and C.G. [SPEAKER_02]: You know, like the entire class, but they were prepped by dominating a niche first and then all those inflection points, yeah, we can't laugh to it, we're sorry about you. [SPEAKER_02]: to see those. [SPEAKER_02]: You know what? [SPEAKER_02]: It's not a bad take and especially these last 12 years. [SPEAKER_02]: It is a great insight, for sure. [SPEAKER_02]: Yeah, cover mental health.

[SPEAKER_00]: Yeah. [SPEAKER_00]: I think just to back to what you were saying about that, the Sandis piece. [SPEAKER_00]: I think they're opening it up space for other companies, because what they've done is actually, you know, they've focused on the AI segment, but even like a microphone, who has focused on AI and focused on data centers, they've left a little bit of this telecommunications portion of their business and said, all right, well, somebody else can do that.

[SPEAKER_00]: Right, so there'll be companies who come in, whether it's for all the motives or if it's like I said it's for tablet or computers. [SPEAKER_00]: Somebody's going to come in with that drum technology and say, hey, I know those guys are thinking about the, you know, the big hyper skills of the world, but we're here for the little people, right, we're here for that startup company who needs that that type of functioning for their memory.

[SPEAKER_00]: Somebody's going to be birthed out of that. [SPEAKER_02]: We're sure what you'll be looking at when you look at the White House thing. [SPEAKER_02]: The way you laugh, some of my friends. [SPEAKER_03]: I mean, you know, like I said, I mean, I think about Trumpers that he's cutting deals left and right, and he's definitely not hiding. [SPEAKER_03]: Who's he, who's he, you know, partial tool. [SPEAKER_03]: Let's just say that.

[SPEAKER_03]: So I felt like a lot of CEOs have tried to get friendly with him, but there's a few sectors, [SPEAKER_03]: that, you know, have had direct lines of communication with the administration and his obvious. [SPEAKER_03]: And even if you look at Palantir, I mean, it's obvious. [SPEAKER_03]: Yeah, I'm a person.

[SPEAKER_03]: From a variety of different standpoint, they're a line of communication with the government and the government's dependency on that technology and with they've actually already implemented from both administrations. [SPEAKER_00]: You saw the four for sure for the suit, Susan Rice said, yeah, be mine for those people, right? [SPEAKER_03]: Right, he said, he said Susan Rice needs to be fired immediately or paid a cross court. [SPEAKER_03]: He told him that, like, so netflix.

[SPEAKER_00]: Yes, whatever. [SPEAKER_03]: Or paid a consequences. [SPEAKER_00]: That's crazy. [SPEAKER_00]: That's tough. [SPEAKER_00]: She said, be mindful of the people who go visit the White House and the CEOs who cater to everything that the administration says. [SPEAKER_00]: And he said, look, Netflix, get off your board or face the consequences. [SPEAKER_00]: Which is in line with what we are already kind of envisioned, right?

[SPEAKER_00]: The Ellison family, close friends of his, David Ellison is part of the Paramount Group. [SPEAKER_00]: they're going to do whatever they can to make sure that paramount is in position to get one of brothers. [SPEAKER_00]: It's all, it's time to point to that. [SPEAKER_00]: I know Netflix kind of conceded a little bit saying like God, if you want to put another off in, put another off in and let's see what happens, but having [SPEAKER_00]: But it's just crazy, man.

[SPEAKER_03]: It's crazy. [SPEAKER_03]: We also never seen somebody that was just so forward facing as far as telling companies what to do and he's publicly, people have done that in the past behind closed doors, but he did it on social media. [SPEAKER_03]: And he has done it on social media for a variety of different times. [SPEAKER_03]: So he's his meddling in private companies, affairs publicly, and he's also threatening private companies publicly. [SPEAKER_00]: Of course.

[SPEAKER_00]: I mean, after the tariffs, you know, Supreme Court had the ruling, when he got up and spoke to the, he said, look, we saved Intel. [SPEAKER_00]: There wouldn't even be a TSM, right? [SPEAKER_00]: If they didn't steal our technology to go to Taiwan, right? [SPEAKER_00]: But we're going to bring that all back. [SPEAKER_00]: Like we are, we look, Intel is going to make it because we say it is. [SPEAKER_00]: Like, this isn't, I mean, I'm proud of you.

[SPEAKER_03]: It's a new thing, I think it's tomorrow. [SPEAKER_00]: Tomorrow, yeah. [SPEAKER_00]: It's tomorrow. [SPEAKER_00]: Let's see if he thinks the complicit Supreme Court justice will be in there. [SPEAKER_03]: That's not good. [SPEAKER_03]: That can't be there. [SPEAKER_01]: Well, I don't know if you can. [SPEAKER_03]: Let's talk about it on Blackout. [SPEAKER_01]: For sure. [SPEAKER_00]: For sure. [SPEAKER_00]: Easy crazy, crazy times. [SPEAKER_01]: Crazy times, man.

[SPEAKER_03]: Anything, anything that deflect the attention, [SPEAKER_00]: But we know that. [SPEAKER_02]: That was my first start yesterday. [SPEAKER_00]: Mm-hmm. [SPEAKER_00]: Well, we, I think you've had that conversation, I'm like, go, they're going to try to divert the attention with anything possible, right? [SPEAKER_00]: It's the tariffs. [SPEAKER_00]: Two days ago was, yeah, we're going to release the UFO files. [SPEAKER_00]: I'm like, who cares about it?

[SPEAKER_02]: Like, nobody cares about the UFO anymore. [SPEAKER_02]: Mm-hmm. [SPEAKER_04]: What are we talking about? [SPEAKER_02]: People barely who don't know about my midday on the podcast that they're real. [SPEAKER_02]: People don't care at all. [SPEAKER_02]: You know I bet the economy has to be for people to not even care about aliens being a real. [SPEAKER_02]: Oh my god. [SPEAKER_00]: That's real out here. [SPEAKER_00]: That's a little going on outside. [SPEAKER_02]: No man to say from.

[SPEAKER_03]: That's a fact. [SPEAKER_00]: That's a fact. [SPEAKER_00]: Three feet at eight one. [SPEAKER_03]: That's a fact. [SPEAKER_03]: Oh, what a three lies. [SPEAKER_03]: Wall Street tells retail investors. [SPEAKER_02]: Um, Kudos everyone in Wall Street when I say Wall Street.

[SPEAKER_02]: I don't mean the people that I know, but the advice that has been given one number one, um, any common investment in formula that they give you is not the one that they're really using for themselves and their clients. [SPEAKER_02]: So like the 60, 40, buy and portfolio is dead number one, uh, number two to focus on safety and not growth.

[SPEAKER_02]: I think it's fascinating, and I get it, because you have rules as an advisor or a hedge fund manager of what you can, and kind of I say publicly, and you're not supposed to talk to your book, you can know the president does. [SPEAKER_02]: They always tell you to focus on safety first when they are in the investments that are going to get them to 6,000% return over a 10 year basis. [SPEAKER_02]: Number three, diversification is always safer than hypercosmic train.

[SPEAKER_02]: That's a lie. [SPEAKER_02]: Like, and I appreciate Buffett's anus that diversification is a tool for those who don't know what they're doing. [SPEAKER_02]: Like, if you know what you're doing, you want to hype a constant trade on that sector across the board and lastly, invest in this board. [SPEAKER_02]: Like, if you look at, even though they're having a poor performance this year, since IPO, Microsoft is up 550,000%.

[SPEAKER_02]: Now I know some people may say, I may not have 30 years to hold it. [SPEAKER_02]: I get it, right? [SPEAKER_02]: But when you look at the long-term holes of media properties, stocks, real estate businesses, those returns are astronomical. [SPEAKER_02]: But somehow they trick us into believing this short term is a way to go and I love trading futures, I love swing trading. [SPEAKER_02]: But there's nothing like a good tin to 15 year old.

[SPEAKER_02]: So your holdin' for the long term is born as the last lie that they often tell us.

[SPEAKER_00]: Yeah, I got I got my three lives and the one of them is similar to yours I think diversification means only 30 to 50 stocks like that right so I mean we've always dressed like it I know your thing is too tech to index, but yeah, you don't you don't have to own 20 companies right like you could home 5 let's say you just own the max Heaven right, but you can still own ETFs that have [SPEAKER_00]: a sector that has a bunch of instances out of it.

[SPEAKER_00]: And so if you were even a sector where there's cute, cute, cute, cute technology, it's XLK with technology, then you can invest in that sector and that gives you access an exposure to a lot of the companies that are going to be leading the market. [SPEAKER_00]: Or you can invest in indexes, like I said, like it's two techs, two index. [SPEAKER_00]: That leads you to diversification just by itself. [SPEAKER_00]: The other one is that you said that investment is boring.

[SPEAKER_02]: Yeah, yeah, they try and put that as too difficult. [SPEAKER_00]: Yeah, it's too difficult. [SPEAKER_00]: You don't want to do it. [SPEAKER_00]: You know what you should have somebody do it for you. [SPEAKER_00]: You should have a divisor and obviously they're doing it because they're going to make money from the person that is invested, right?

[SPEAKER_00]: But if you learn to skill, I would argue that majority of the people who are watching us have open their brokerage accounts and invest it on their own. [SPEAKER_00]: And that's, yeah, I was a layup just now. [SPEAKER_00]: That was number three, right? [SPEAKER_00]: Retail can't beat the market. [SPEAKER_00]: They don't, like, professionals have better information better models better access. [SPEAKER_00]: How are you going to outperform us?

[SPEAKER_00]: When I would argue that there's a lot of people that I know have outperform the market because of the skills that they're learning and listening to and applying in every day thing.

[SPEAKER_00]: So, [SPEAKER_00]: Retail, I know we talked about it in a few interviews that used to call it the dumb money, but slowly but surely man, this is becoming a very intelligent population of people who are saying, look, stocks pull back, we're buying, right, indexes pull back, we're buying, right, we understand the metrics that we kind of alluded to earlier.

[SPEAKER_00]: and they're actually getting more and more season in this and making some great returns actually outperforming the market year after year. [SPEAKER_00]: So yeah, that those would be three of those myths that I think that the Wall Street, not the people, but I'm the ounce of Wall Street. [SPEAKER_03]: The system of Wall Street [SPEAKER_02]: the almost ecosystem, not the people that we know, the broad construct and system of Wall Street.

[SPEAKER_03]: Well, because there's two Wall Street. [SPEAKER_03]: So when you say like, one of the greatest myths is saying that a general investor can't beat the market. [SPEAKER_03]: They're not actually wrong when they're saying that, which market are we referring to? [SPEAKER_03]: We refer to the S&P, or we refer to the S&P. [SPEAKER_03]: That's the market. [SPEAKER_00]: The S&P. [SPEAKER_03]: That's the S&P.

[SPEAKER_03]: There's a market where people are getting 30% every single year no matter what is happening and come down and investing in companies that don't even exist and making $5 billion in that is not there. [SPEAKER_00]: Yeah, that's a different, no, no, no, no. [SPEAKER_00]: That's a different thing. [SPEAKER_02]: But here's the thing, like that works about that market though.

[SPEAKER_00]: That world and I know what he's little too, because we've been in these conversations, like that world. [SPEAKER_00]: How many people are even from [SPEAKER_02]: less than half a one percent. [SPEAKER_00]: That's the problem. [SPEAKER_00]: It's the problem, but it's tough to bring people to that point when we're still trying to master this, right? [SPEAKER_00]: So let you know me, you know what I'm talking about, you know, you can't look out for the point that walk.

[SPEAKER_00]: Can we talk? [SPEAKER_00]: Hold it, we can talk. [SPEAKER_03]: I mean, it's one of these things where it is definitely, it's like it's like you go to a casino. [SPEAKER_03]: and you see a roulette table, you got the Black Jack table, you got crafts table and then, but there's a room that you don't see. [SPEAKER_03]: But Michael Jordan is playing, Michael Jordan is not playing on the Balaji old floor. [SPEAKER_03]: There's another room. [SPEAKER_03]: There's another room.

[SPEAKER_03]: Yeah, the super high rollers tables, you know, there's another room at there. [SPEAKER_03]: There's another room in this investment game. [SPEAKER_03]: There's another room with multiple turns, making a making an investment for the return. [SPEAKER_03]: and then making companies go public via spack and getting $5 billion on the on the exit. [SPEAKER_03]: Trump is showing you this. [SPEAKER_03]: If you really pay attention, he made $1 million off the crypto thing.

[SPEAKER_03]: It didn't made the UAE by the coin and then did the reverse merger. [SPEAKER_00]: This is not even a real fight. [SPEAKER_00]: Don't forget true social. [SPEAKER_03]: So of course, we are educating the audience and then yes, people are making money for sure, but [SPEAKER_03]: There is an unfair advantage and there is things that really nobody can beat the system. [SPEAKER_03]: If the system is, if we're talking about that system.

[SPEAKER_00]: Yeah, the real program, the financing program, the level of capital to be in those spaces. [SPEAKER_00]: is a conference on what you really want to be honest about it, Jeffrey, I'm seeing what's time now, that's like come on man, what are we doing, what are we doing, make up another name, come on, I'm just saying like by percentage, right, like even in obviously the, the, the amount of money that it is being moved in those rooms, large

[SPEAKER_00]: financial advisor or broker who's gonna say hey we can get you seven to ten percent for the year of course They don't want that handle with this now 20% on 10 billion [SPEAKER_02]: But we're trying to do tell about international arbitrage if you are. [SPEAKER_02]: Easy, easy, easy, easy. [SPEAKER_03]: Well, yes. [SPEAKER_03]: Yes, you can definitely. [SPEAKER_03]: You can definitely earn more money just like in a chain. [SPEAKER_03]: Chase bank.

[SPEAKER_03]: No disrespect to Chase. [SPEAKER_03]: But any bank advice if a bank advice is just investing your money for you. [SPEAKER_03]: Yes, you can earn more money as a retail investor. [SPEAKER_03]: You don't necessarily have to have a bank investor investing a money for you. [SPEAKER_03]: Not times that I attend, they don't really know what they don't anyway. [SPEAKER_03]: You know, they'll put you in just a regular general index fund, which you could honestly just do yourself.

[SPEAKER_03]: What do you mean, you know, once you listen to Mark and Monday, as you invest in strong companies that could buy in points in, yeah, you're going to, you're going to outperform. [SPEAKER_03]: But you know, a general investment account or general retirement account is going to do and you don't have to be somebody that's dedicated to the stock market to do that.

[SPEAKER_03]: You don't have to watch stock charts all single every day all day to figure out, you know, to have some long term old that you can actually get good returns over the course of time. [SPEAKER_03]: So yeah, that's definitely true. [SPEAKER_02]: But one day, we won, but even with that, they just announced the Warhort Health Organization that we were going through a broader bankruptcy. [SPEAKER_02]: And a lot of people was like, oh, CGW is finally moving to the upside.

[SPEAKER_02]: And I'm like, the real money was made on the short of the bankruptcy of the water. [SPEAKER_02]: You need $100 million per contract to trade it though. [SPEAKER_00]: It's a different room, it's a different room, it's like you can't sit and this is a million dollars in here. [SPEAKER_00]: Yep, interesting. [SPEAKER_00]: Allegedly. [SPEAKER_00]: Allegedly. [SPEAKER_00]: We might have heard you. [SPEAKER_00]: We may have heard these things. [SPEAKER_03]: Allegedly.

[SPEAKER_03]: Hit the like button and share. [SPEAKER_03]: Yes. [SPEAKER_03]: Okay. [SPEAKER_03]: Let's talk about four AI proof stocks. [SPEAKER_03]: To invest in it actually saw something today. [SPEAKER_02]: What's the flow going on? [SPEAKER_03]: I don't know if it's a good, you know, you go there, man. [SPEAKER_03]: They would talk about Walmart. [SPEAKER_03]: They would talk about, you know, I think Walmart's up 14% this year. [SPEAKER_02]: Walmart.

[SPEAKER_02]: Okay. [SPEAKER_03]: Rocking, gamble. [SPEAKER_03]: Uh, there's a few of those type of consumer staples stocks. [SPEAKER_03]: And the dairy is that. [SPEAKER_03]: Everybody's scared of AI, but everybody's scared that artificial intelligence is is overpriced and it's just too much. [SPEAKER_03]: So when in times of uncertainty, you go back to what you know. [SPEAKER_03]: Everybody knows ball marks. [SPEAKER_03]: Everybody knows you got to use toothpaste.

[SPEAKER_03]: Everybody knows you got to use life essentials a lot of the stuff is hypothetical could potentially happen. [SPEAKER_03]: Robotics could potentially be a hundred million humanoid robots who knows, but. [SPEAKER_03]: I think that, you know, if you look at those stocks that I'll perform in the man seven for the year and now performing the market overall for the year of those consumer staple type of stocks.

[SPEAKER_03]: So those those stocks have done well and I think it's a direct correlation to people being nervous about artificial intelligence. [SPEAKER_00]: Absolutely. [SPEAKER_00]: All right. [SPEAKER_00]: You want to go in?

[SPEAKER_02]: Yeah, um, as mentioned, you mentioned Walmart because number one, I'll list from a technological standpoint, when their profit margins are low, their competitor Amazon Walmart does not get looked at as a technical logical behemoth, but over the last 10 years they've done an incredibly great job at reinvesting there. [SPEAKER_02]: So Walmart for me is number one.

[SPEAKER_02]: Amgen is [SPEAKER_02]: If I have to take away all tech-facing, Walmart is one for sure, Amazon and Lily, it's like having Kobe and Jordan on the same team. [SPEAKER_02]: Like now you've got to pick your poison and then Lowe doesn't get talked about enough. [SPEAKER_02]: and that space for how well they're managing their company, and managing margins, and continuing to innovate. [SPEAKER_02]: So those are the four I will lean on.

[SPEAKER_02]: If I couldn't look, if I was worried about AI bubble, AI disruption, those are four that I wouldn't have to worry about for 10 to 20 years that it would be okay. [SPEAKER_00]: All right, I appreciate those. [SPEAKER_00]: I mean, that's all. [SPEAKER_00]: I loved it. [SPEAKER_00]: Y'all opinions first because I'm like damn. [SPEAKER_00]: All right. [SPEAKER_00]: Well, I'm not going to say that when I did have Walmart as well.

[SPEAKER_00]: I think everything that everything that you guys said was dope. [SPEAKER_00]: I'm going to go my first one is caterpillar. [SPEAKER_00]: And I know it feels like this is like the AI story because of the energy. [SPEAKER_00]: But prior to it being a story was a strong category leader in a space. [SPEAKER_00]: Profitability was clean. [SPEAKER_00]: I mean, are we going to stop needing construction equipment anytime soon, right?

[SPEAKER_00]: If industrials are performing the way they are right now, then that means positive signs for a company like caterpillars. [SPEAKER_00]: So that would be one in mind. [SPEAKER_00]: And I mean, you can just see how it's performing. [SPEAKER_00]: In addition to the energy constraints that we have here, how it's performing with that added segment.

[SPEAKER_00]: We had a company on our class of the day, and they gave away a gym, and I was, when I'm going to say it, Ian, I know you don't have a reaction. [SPEAKER_00]: I think Monster Energy is one of the ones you got to have. [SPEAKER_00]: First, sure. [SPEAKER_00]: Quite good. [SPEAKER_00]: No pun in 10... [SPEAKER_00]: But... [SPEAKER_00]: Wait, when you talk about... [SPEAKER_00]: leader in the category again, profitability, clean balance sheets, afro-dominant.

[SPEAKER_00]: I know the recurring demand for energy jinns. [SPEAKER_00]: That's not going anywhere where cash flow was good. [SPEAKER_00]: And you look at its return since its inception, 56,000%. [SPEAKER_00]: It's performing in a wild and sharpest crowd. [SPEAKER_00]: It's absolutely ridiculous. [SPEAKER_00]: The ticker is MNST, monster energy. [SPEAKER_00]: I mean, brand partnerships continue to grow internationally, it has a stronghold.

[SPEAKER_00]: That is one of the ones that it just, even like I said, like this year, we're still year to date, where we are up 11% when, yeah, I mean, I'll perform in the Mac seven. [SPEAKER_00]: It is, [SPEAKER_00]: You know, I think only one of them, maybe two of them are a positive for the year and if it would be is one. [SPEAKER_00]: So that would be one. [SPEAKER_00]: And then this is this is this is a tricky one. [SPEAKER_00]: One more was there.

[SPEAKER_00]: I had a cloud flare on there because it's AI adjacent, but AI is going to need cloud fair in a way that I don't know what got pulled back a little bit. [SPEAKER_00]: The software will be needed to help AI. [SPEAKER_00]: It was a business prior to it, and we watched that run up when it was $85. [SPEAKER_00]: We were talking about this company. [SPEAKER_00]: Got up to 145 and ramp past that as well.

[SPEAKER_00]: But when I talk about Cloudflow from a security standpoint, people are like, well, what does it do?

[SPEAKER_00]: I'm like, you know, when you try to log into a site and it asks you like, pick out the three bicycles to authenticate [SPEAKER_00]: That's clown flu or when you got the puzzle piece that you got to slide over to make the match it, yeah and match it right like AI can't do that just yet right so you still need the human piece to do that to all All then right authenticate the the person that is doing the transaction cloud fear does that.

[SPEAKER_00]: as we get more in depth into AI and we see like how are we going to authenticate actual human interaction. [SPEAKER_00]: I think it plays a major role in that. [SPEAKER_00]: I would put that in there and obviously I have what matters for us. [SPEAKER_00]: So that would be more. [SPEAKER_02]: Yeah. [SPEAKER_02]: And to the person in chat who asks how these are AI proof stocks.

[SPEAKER_02]: So if we are [SPEAKER_02]: going into an AI bubble or AI disruption, these are the companies that are safe from that bubble, not the best AI stocks on the best thing that we've covered that endlessly two or three years ago. [SPEAKER_02]: I appreciate you. [SPEAKER_02]: I love you daily from bottom heart. [SPEAKER_00]: We love you daily. [SPEAKER_00]: Cloud flint because of NEP and that. [SPEAKER_03]: And Mike said, what am I sure said?

[SPEAKER_03]: So the shirt actually says, when it comes to women's sports, six figures, ain't enough. [SPEAKER_03]: So this is a brother that has a shirt. [SPEAKER_03]: And if you've been studying the inequity and women's pay versus men, that was a big thing.

[SPEAKER_03]: When it comes to especially the WMBA, they actually think they might even go on strike at some point as far as the amount of money that they pay causes a variety of different factors [SPEAKER_03]: they are championing that they want more money in the professional sports world. [SPEAKER_03]: So the women's sports being underpaid is a big thing.

[SPEAKER_03]: Even in the Olympics, those soccer, the soccer team actually won one of the Olympics, the men's team didn't even make it out of like first round, the men's players again paid more than women's work. [SPEAKER_00]: I mean, the women's soccer is far more dominant than the men's soccer, not even close, not even close, but yeah, you're right, I think they're they headed toward a collective bargaining agreement.

[SPEAKER_00]: I know, Laficia Calier, who's the head of, she has some choice words to talk about the head of the WMBA. [SPEAKER_00]: And then when you watch what they're doing and unraveled, right? [SPEAKER_00]: And the player is making more, you know, I want all one tournament that she makes as a salary. [SPEAKER_00]: It's like something, something, something, we, I was the top tournament, too. [SPEAKER_00]: Yeah, they were also all.

[SPEAKER_03]: Speaking of that, speaking of that, I want all one tournament. [SPEAKER_03]: Yo, has he, did you see that? [SPEAKER_02]: No, I didn't see it. [SPEAKER_03]: You know, has he, is? [SPEAKER_02]: Mm-hmm. [SPEAKER_03]: Yeah, I mean, I got destroyed. [SPEAKER_03]: He got destroyed.

[SPEAKER_03]: Oh, oh, oh, oh, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah

[SPEAKER_03]: I forgot exactly who he played, but it was bad. [SPEAKER_00]: I guess that was a very scary thing, you know. [SPEAKER_00]: That's something they got to bring. [SPEAKER_00]: If they bring that to the old stall, we can. [SPEAKER_00]: Oh, no, no, no, I don't want to do that. [SPEAKER_00]: Okay, no, I don't want to do that. [SPEAKER_00]: They're afraid. [SPEAKER_00]: That's all it's going to be. [SPEAKER_00]: All rookies. [SPEAKER_00]: No. [SPEAKER_00]: Kyle want that smoke.

[SPEAKER_00]: Kyle would know why they didn't want to go to this guy. [SPEAKER_00]: That's the problem. [SPEAKER_00]: Who wants to play against him? [SPEAKER_03]: Anthony, I was Anthony, I was telling you what to do. [SPEAKER_00]: That would be a nice match.

[SPEAKER_00]: We saw that we saw that we saw what happened to Westacopis finalists we were ready so that he don't want that's a lot of smoke Kind of different and Katelyn Clark the Peyton preacher I know that bothered you but Peyton preacher cooking That was for sure, but he stopped nice stop. [SPEAKER_00]: He's tough six minutes a year He's tough That was kidding [SPEAKER_01]: uh she doesn't know how he was gonna Yeah, as he has a guy here. [SPEAKER_02]: He got a small 30 file for him.

[SPEAKER_03]: Oh Man, it was real bad Um How to gain how to gain a single edge advantage how to gain an advantage and single Stock futures super for you [SPEAKER_02]: Um, I thought, I think this is fascinating, so in a couple months, you'll be able to trade the future is on, let's say, in video, meta, Apple, Microsoft, etc.

[SPEAKER_02]: Um, and a few people have been asking me how to get to age, trade the features that you have now NASDAQ, ES, UB, natural gas, to a trade two slow ones, so like ES and UB, which is a bond market, and two fast ones NASDAQ and natural gas, but

[SPEAKER_02]: A few people have actually my thoughts on it, and I'm like, if they don't pay more than it indexes, the same way you have to wait indexes first, you have to wait the index features when you're trading first, because the volume may not be incredibly high. [SPEAKER_02]: I'm glad that the features market is finally trying to keep up and compete with the options market, but it may be too little too late to be honest.

[SPEAKER_02]: So unless it pays dramatically more than ES, [SPEAKER_02]: You'd be a ZB, there's really no need to do so because there's not enough volume there. [SPEAKER_02]: So I would say, practice it, wait three or four months to the volume comes in, but unless the tick value is so high that it makes sense to do so, I would even worry about it. [SPEAKER_02]: Not for the first three or four months. [SPEAKER_02]: Same as what any IPO, no exceptions.

[SPEAKER_02]: Open AI and Therapic doesn't matter. [SPEAKER_02]: And also going back to that undermarket, the reason why I always say to wait six months to nine months [SPEAKER_02]: everybody's waiting to just exit like once they're in at eight dollars a share twenty two dollars a share the first thirty days of the IPO doesn't matter that's that's what could be but that's part of the game too like yo it's the lock-up period why it was when the stock falls and you in the lock-up period tough

[SPEAKER_02]: But, but like we're shots here earlier, get it into those seat rounds or series A rounds. [SPEAKER_02]: What if even if it drops a 10 bucks, you're a curvature basis because you're in a 455, 455 since on average. [SPEAKER_02]: That's the real game. [SPEAKER_02]: That's the real game. [SPEAKER_00]: Yeah, so getting that at 50 cents something like that. [SPEAKER_00]: Yes. [SPEAKER_03]: Yep. [SPEAKER_03]: Hey, T.R. [SPEAKER_03]: Let's talk about that.

[SPEAKER_00]: That's the second one. [SPEAKER_00]: That second verse is all right that second verse is all because I mean there's a lot of troops in that second verse Oh, both in this vessel on that, but is this a rollout or no? [SPEAKER_02]: I feel like he's gonna turn it into it Like I mean we we know the album coming What are those thank you no, oh, page is a hundred percent better than Caitlin if you have to pick between page and cable He's not sure

[SPEAKER_00]: Um, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh uh, uh uh, uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh uh

[SPEAKER_00]: I'm taking age at Wilson. [SPEAKER_00]: That's what I'm taking. [SPEAKER_00]: And she does not get talked about her enough. [SPEAKER_00]: The best. [SPEAKER_00]: Three-time chain. [SPEAKER_03]: That's what I'm taking. [SPEAKER_03]: Okay. [SPEAKER_03]: What is the future of the bag of mega-caps stocks?

[SPEAKER_02]: I'm here to tell you even though emerging market may be sexy right now because the mega caps are now as I illustrate it at the top of the show if you're holding for a long term you're fine. [SPEAKER_02]: I'm noticing too many of you are trying to take the advice and make it fit your trading thesis for a one week period. [SPEAKER_02]: I don't care about the one week synopsis of anything.

[SPEAKER_02]: Um, but if you think mega caps are going to fall apart and now, the co-speeds going to take over or bovestable or anike not so fast, um, even though we have a lot of issues here in the country as a whole, in terms of innovation, that's not one of them. [SPEAKER_02]: So continue to hold mega cap for it. [SPEAKER_02]: Like, and I know some of you may want emergent market exposure.

[SPEAKER_02]: I mean, the ones to invest in, I've already covered MacArthur Libre, I love dearly like there's a few we've covered TSM, but if you rotate out of mega caps because the fund is going to that other side of the room, a lot of them all playing arbitrage in a portfolio and you can't do so because you don't have enough capital to do so.

[SPEAKER_02]: Also, be aware, when you're hearing these stories of emerging markets, you should overtake [SPEAKER_02]: for their portfolio as they're actively selling that fund to a client, home for Timmy, like the whole show should be the whole of the chip for Timmy years, let's check in 2036. [SPEAKER_02]: If I made you money, please put yes and check. [SPEAKER_02]: Sorry. [SPEAKER_00]: Yeah, I mean, what else are we supposed to say?

[SPEAKER_00]: Yeah, you're going to invest in the mega-calf companies. [SPEAKER_00]: Yep. [SPEAKER_00]: The max, I think they're weighted at 33% of the S&P. [SPEAKER_00]: Yeah, you know what we're talking about. [SPEAKER_00]: What are we talking about? [SPEAKER_00]: Right, you got it, especially when they are at discounted prices. [SPEAKER_00]: Go, you know what, I'll just go back to Microsoft. [SPEAKER_00]: Go look at what, [SPEAKER_00]: the rating is on Microsoft for the end of 2026.

[SPEAKER_00]: Look at the price targets. [SPEAKER_00]: Right, even what it's pulled back the way it has, the price targets have not changed. [SPEAKER_00]: And that's consistent over like 40 different analysts. [SPEAKER_00]: How do I know? [SPEAKER_00]: Because I looked, right, it really hasn't changed. [SPEAKER_00]: Obviously, did there some internal things that they got going on?

[SPEAKER_00]: But when it gets to a point like this, this is too important of a company, too big of a company that has different verticals that are not solely reliant on OpenAI. [SPEAKER_00]: Right, like cloud services are thing, right? [SPEAKER_00]: Co-pilot is a thing. [SPEAKER_00]: Like these things are important and they have revenue. [SPEAKER_00]: I mean, you understand what their revenue comes from. [SPEAKER_00]: You understand the story is, I mean, it's in a consolidation phase.

[SPEAKER_00]: It's actually in a correction phase now, but a lot of other max events or a correction phase. [SPEAKER_00]: We've watched in video and we know we got the suitable coming up on Wednesday after the market closes. [SPEAKER_00]: But yeah, if they can sell a date, you find an opportunity where you can buy in that. [SPEAKER_02]: Yeah, three years from now, Microsoft should be a 7, 60, 7, 97.

[SPEAKER_02]: If that open AI mayors don't work out, they got another partner waiting in the wings. [SPEAKER_02]: I promise you, they won't be single, though. [SPEAKER_02]: No worry about it. [SPEAKER_01]: Oh, they ran, I mean, well, no, who the partner is? [SPEAKER_01]: Uh-huh. [SPEAKER_01]: How do you hold hands? [SPEAKER_02]: It's for real. [SPEAKER_02]: And they're like, Microsoft, just like this, like Tim K. And Lewis Hamilton.

[SPEAKER_00]: They're like, I'm not even sure what else was to do with my hand. [SPEAKER_00]: Yeah. [SPEAKER_03]: We're going to be going over. [SPEAKER_03]: We're going to be answering questions too in a little bit. [SPEAKER_03]: So state, state, state, tune for that. [SPEAKER_03]: OK, crowd strike and cyber security, what's the deal?

[SPEAKER_02]: Wow. [SPEAKER_02]: Cloud put out a tweet that they have a tool that allows then to find effective parts of software and to send crowd strike from the part and a few others. [SPEAKER_02]: Is it something to be worried about in this short term? [SPEAKER_02]: Yes, the long term, no, I think they'll get away to fix it. [SPEAKER_02]: But I've long said, one of these AI companies is going to find a way to create the K and one of these cybersecurity companies to then be the solution.

[SPEAKER_02]: Going back to story. [SPEAKER_02]: There's a lot of people that were former criminals and white hackers. [SPEAKER_02]: black hat. [SPEAKER_02]: And then they got a contract big enough to go white hat for Microsoft to work internally. [SPEAKER_02]: You can see this coming as clear as day.

[SPEAKER_02]: And for those of you using OpenClaw, be careful that the information that you don't want integrated into OpenClaw is off the Mac Mini that you using and you don't give it full access to everything like your eye messages and not like [SPEAKER_02]: to get market share in the industry. [SPEAKER_02]: And it goes back to the fear point. [SPEAKER_02]: Crowd strike, of course, is a solid company. [SPEAKER_02]: They've had some missteps.

[SPEAKER_02]: But if you already love OpenAI or anthropic, and they can then do the cybersecurity for you, or wouldn't it be a hoove them to do so before they go public? [SPEAKER_02]: So that's a lot of engineering being done in the market right now and you have to be incredibly mindful of it. [SPEAKER_02]: But should you be worried? [SPEAKER_02]: Yes. [SPEAKER_02]: Should you leave the space altogether? [SPEAKER_02]: No, but you have to be mindful of the price of what you paid for the asset.

[SPEAKER_02]: Cross track was down 7%. [SPEAKER_02]: Clouds where it was down 8% Palo Alto down 1.52% and Z scale was down 5% as a result. [SPEAKER_02]: So [SPEAKER_00]: Yeah, it's a cloud, cloud code security. [SPEAKER_00]: That that that that that announced the change a lot of things. [SPEAKER_00]: I said this before. [SPEAKER_00]: Crowd strike is in the portfolio. [SPEAKER_00]: It's going to continue to be in the portfolio.

[SPEAKER_00]: In fact, we want to may add some calls here in the future on Crowd strike as the leader in the space of cybersecurity. [SPEAKER_00]: I think it's one of these things when you find out information or area that you lack in and somebody points it out very [SPEAKER_00]: Right, the worry is, well, if they are doing that, then why do we need you?

[SPEAKER_00]: And until you realize your enterprise and then crowd strike has the innovation to say, all right, well, I'm glad that they showed that that was a pain point for us. [SPEAKER_00]: Here's our solution for it. [SPEAKER_00]: I think that's what we got to be patient with, especially being in the space of the age of artificial intelligence and the age of authorization and authentication of human bots.

[SPEAKER_00]: And I mean, we're in a space where security is going to be at the forefront and they're going to be leading. [SPEAKER_00]: So, again, you know, these moments happen in sectors, we saw it in software already this year, but now seeing it in cyber, strong companies will be here, crowd strike is the strongest in the space.

[SPEAKER_00]: I'm not going anywhere, I wouldn't suggest anybody goes anywhere if they're in this already, or if you're trying to, this is approaching a nice point where you should maybe start entering the position. [SPEAKER_02]: But now, not the time for you to be in a weak company, is if Clark holds in and this sector flying down, it tells you the weakness in the market and how much fear that is currently there, so be mindful. [SPEAKER_00]: How many jobs get replaced if this actually pans out?

[SPEAKER_00]: A ton. [SPEAKER_00]: How many contracts get replaced? [SPEAKER_00]: Who gets that business? [SPEAKER_00]: Does Claude now come into the space? [SPEAKER_00]: with this major mega-capped partners Amazon, Microsoft. [SPEAKER_00]: What are those contracts look like if they start? [SPEAKER_00]: I don't know if CrowdStrike is a company that gets taken down, but those lesser tier ones that are not number one and two in a space.

[SPEAKER_00]: It's smack, yep, yep, they gonna get beat up a little bit. [SPEAKER_03]: All right, let's go to some audience questions. [SPEAKER_03]: I know one that has been mentioned a few times. [SPEAKER_03]: They said that is now the time to drop the bag on a video. [SPEAKER_02]: Uh, no, we're not even remotely close to a, like, it's been ranging like if you look since this year, well, let's go back to even August, it's been ranging from 169 to 205.

[SPEAKER_02]: We're not at that place, um, when it is that time, I'll be sure to let you know. [SPEAKER_02]: But if you want to know where to get in and where to get out, and never have to guess about what prices to get in, go to einvest.com. [SPEAKER_02]: Stock Club Call will be tomorrow on IPM Central prices will be out last month. [SPEAKER_02]: I think I put out 72 stocks and total.

[SPEAKER_02]: Sign of the times of which we're in, but no, we're nowhere near close for that to be the time for Nvidia. [SPEAKER_02]: The earnings will be interesting to hear, but [SPEAKER_02]: you should look, and until we get to 16, we're not in a zone to worry yet, we're not on the worry yet. [SPEAKER_00]: Not even.

[SPEAKER_00]: Yeah, I don't know if this is though the bad guy, especially when it's this close, I mean, we're opposition inside of a video close, and obviously having [SPEAKER_00]: you know thousands of shares and it love the company will stay in the portfolio will it will lead the portfolio.

[SPEAKER_00]: But we've just been seeing it consolidated and I would say over the past three months it's just been going between 179 to 194 like you know every time it gets to that resistance level of like 194 the past especially the past two weeks it's just like [SPEAKER_00]: Yeah, hits his head and folds back down. [SPEAKER_00]: So to see it to get 200, that'd be great. [SPEAKER_00]: I think they're going to be earnings.

[SPEAKER_00]: But we've seen what being earnings doesn't mean that the company's going to just go on a historic run. [SPEAKER_00]: Right? [SPEAKER_00]: Like we're talking about a four and a half trillion dollar company. [SPEAKER_00]: To have that type of move up past 200. [SPEAKER_00]: I know we had a peak of two, 13. [SPEAKER_00]: I think it's not over. [SPEAKER_00]: To get back to those levels, they'd have to be something remarkable.

[SPEAKER_00]: I think, Jensen, you know, [SPEAKER_00]: They will deliver. [SPEAKER_00]: They'll talk about it again is still there and I think he's teasing a new product. [SPEAKER_00]: A new product that the world has never seen. [SPEAKER_00]: I think they're going to debut at GTC, which is in a few weeks. [SPEAKER_00]: So I mean, I think at beats, I think you got to have the company in your portfolio.

[SPEAKER_00]: I'll be interested to see what happens, the percentage it goes up or down, I think there's like a 6% right now on an option side, a positive or negative that the stock moves either direction. [SPEAKER_00]: I think if you're tracking it from a technical standpoint, look at the 200 day EMA. [SPEAKER_00]: All right. [SPEAKER_00]: Look what I said said. [SPEAKER_00]: I think last time I checked like I won 73 or something like that.

[SPEAKER_00]: If you start to pull back what happens when it hits that support level does it go lower. [SPEAKER_00]: If not, I think it gets to that number that Ian is talking about. [SPEAKER_00]: That's when we might start it saying all right. [SPEAKER_00]: Well, we got some calls here. [SPEAKER_00]: Let's add some more long term at this point. [SPEAKER_00]: If you're sitting in 26 with 26 calls.

[SPEAKER_00]: I'm hoping that you got some 27's, and if you got some 27's, maybe you got to some 28's, that's always been the strategy, right, like just rents and repeat this thing, so yeah, big on the video.

[SPEAKER_00]: I'm looking forward to it, like I said, every quarter is the Super Bowl of earnings, because 7% of the S&P weighted is dependent on that, and that can tell us, you know, where the A.I. [SPEAKER_02]: story is, but if there's only one who's up, it tells you how fragile [SPEAKER_00]: So if they're the only ones that shouldn't they be, if the demand, right? [SPEAKER_02]: Yeah, but it's like only have a one person on your team that can get a bucket out of seven.

[SPEAKER_02]: That's not a good sign. [SPEAKER_02]: Everyone's waiting for the ball to drop. [SPEAKER_02]: And that's when the great vibes were coming. [SPEAKER_02]: That's also somebody putting in comments is now at the time about no vote, off-generational or multi-year-lose, buying over right now is like investing in the rapper. [SPEAKER_02]: They just got shot. [SPEAKER_02]: It's about to die with no album in the top. [SPEAKER_02]: No. [SPEAKER_02]: Leave it on. [SPEAKER_02]: Leave it on.

[SPEAKER_02]: Now is the time of gamble, and also to, if we don't have quantitative easing and that's what made a lot of tech float up in perpetuity, there's no reason to gamble right now. [SPEAKER_02]: You have to invest in quality companies. [SPEAKER_02]: There are no easy wins right now. [SPEAKER_02]: No. [SPEAKER_02]: Microsoft has dropped. [SPEAKER_02]: Okay. [SPEAKER_02]: From his all-time on how much is Microsoft now? [SPEAKER_02]: Please put in chat.

[SPEAKER_02]: And that's my baby with great structure, great innovation. [SPEAKER_02]: And we're from 55 to 38447. [SPEAKER_02]: This is not the time to invest in something new. [SPEAKER_02]: Now, if you can hold no vote for, [SPEAKER_02]: 15 years and they finally get a bump because of some island pirates go there and invest in another category and maybe they get an up swing in four years or six years maybe, but no, they're not touching them at all or Angie.

[SPEAKER_00]: That mean, Lily today, it was on a credible run. [SPEAKER_00]: They had just announced that they had the injection that has a month worth of supply inside of it. [SPEAKER_00]: Like, yeah, I wouldn't touch it over, especially Lily's in. [SPEAKER_00]: And sometimes you, let's just watch how the sector performs, I think, hymns, reports this week. [SPEAKER_00]: It's not tomorrow, I'm not going to say anything. [SPEAKER_00]: But let's see what happens inside of that sector.

[SPEAKER_02]: I want to see a dare body. [SPEAKER_02]: They say they don't step on his work. [SPEAKER_00]: They say they're stepping on they stepping on the work Not looking good. [SPEAKER_02]: No, you're stepping on this dollar course average or wait for a pullback wait for a pullback Like diversification is a tool for those who don't know [SPEAKER_02]: Dollar costs averaging without price bases is the equivalent of that. [SPEAKER_02]: You always want to buy based on price.

[SPEAKER_02]: Always want to buy. [SPEAKER_02]: I want to say the video is going to drop to this level. [SPEAKER_02]: As you know, there's a lot of got made a lot of money. [SPEAKER_02]: Um, percentage based drops, mathematics matters more than anything. [SPEAKER_02]: So, but do you want? [SPEAKER_02]: I love you. [SPEAKER_03]: Robin Hood. [SPEAKER_00]: I still got it in my top 10. [SPEAKER_00]: It's taking to be right now as well. [SPEAKER_00]: We talked about it.

[SPEAKER_00]: I feel like last week we talked about it. [SPEAKER_00]: But you're talking about a brokerage that is going to be here and we're talking about the population and the user account has increased. [SPEAKER_00]: Obviously, crypto. [SPEAKER_00]: You know, trading the way it has affected it, option trading it has done well, predictive marketing is a market that is not going anywhere, man. [SPEAKER_00]: They had a 3% increase in it last quarter.

[SPEAKER_00]: I don't think that's that slows down. [SPEAKER_00]: In fact, we thought it was, I thought initially it would be sports, but they're saying that they're seeing the predictive market in things that we wouldn't expect. [SPEAKER_00]: Like, water contracts, like the most of random things, like are we, [SPEAKER_00]: our tire was going to be more than 15%, like this team, big wages on that. [SPEAKER_00]: And so, yeah, that, I mean, you can do that every day, every day, there's something.

[SPEAKER_02]: Yeah, I love Robin Hood. [SPEAKER_02]: I think, uh, then matter our a canary and a coal mine for what's like going to that other room of investment, they, they know the truth about what's happening. [SPEAKER_02]: And kind of they're front running some of this as well. [SPEAKER_02]: Robin Hood, I love long term, love light as a [SPEAKER_02]: But we are having liquidity issues with app and private credit issue, we have a massive restructuring.

[SPEAKER_02]: A part of the going to the episode Thursday, a lot of the creativity and delutable shares that's happening is to prepare for the recession is coming. [SPEAKER_02]: I know some of y'all that are leaning towards a certain political party may not like my take on tariffs but the one thing that you can't argue with is that debt to GDP ratio going through the roof. [SPEAKER_02]: Where's Dose? [SPEAKER_02]: Elon got his money. [SPEAKER_02]: Where's Dose though?

[SPEAKER_02]: They know his or something. [SPEAKER_02]: The Biden was bad to we've had bad leadership. [SPEAKER_02]: for a long time. [SPEAKER_02]: Like I said, in my lifetime, I can probably blame two good presidents. [SPEAKER_02]: I never thought I would want to see George W Bush come out of retirement to replace. [SPEAKER_02]: I can't say we can't, we can't, we can't. [SPEAKER_02]: The replaced, the right, the better president. [SPEAKER_00]: You saying the replace the president was here now?

[SPEAKER_03]: You wouldn't, you said Bush was a better president? [SPEAKER_03]: The amount of a my wrong? [SPEAKER_02]: He got the draft dime dropped on him if we're going to be honest about it. [SPEAKER_02]: He got got screwed by Rumsfield the housing thing. [SPEAKER_02]: He didn't call it like He's not a bad. [SPEAKER_03]: I don't think he's a bad person.

[SPEAKER_03]: I think he's incompetent and competency can be worse than evil worse than Trump and competency can be worse than evil [SPEAKER_03]: because because you could be an evil genius and still actually have some level of productivity, even though you're overall thought processes is to create chaos and be an agent of destruction. [SPEAKER_03]: If you're incompetent, you're going to get led by other people and you don't think Trump isn't being led [SPEAKER_02]: salty and opening.

[SPEAKER_00]: I don't know, led by I think what he's playing. [SPEAKER_00]: I'll try to eat what I think what you just laid out was a great microcosm, right, and competition versus evil. [SPEAKER_00]: because the argument could be made, and I think you would agree that Cheney, Rumsfeld, first floor, all over his administration. [SPEAKER_00]: At this point, can we, can we really put somebody? [SPEAKER_00]: Yeah, we can't say anything. [SPEAKER_02]: We can't say the names, huh?

[SPEAKER_00]: And it's, yeah, yeah, you, you, you, you taken to account with the wars that we were involved in talking to the financial crisis. [SPEAKER_00]: Obviously, I mean, it's on his, it's on his vass, right? [SPEAKER_03]: I mean, the crazy thing about it, that he, I said, Elam was like very similar to Kanye, and he was similar to Amstwell, not to cut you off. [SPEAKER_03]: He's similar to Donald Trump too.

[SPEAKER_03]: If you really want to think about it, because even if you watch 60 minutes yesterday who is talking about the South Africa thing, when he used to talk about the genocide, they weren't the South African, they were some of them, and they were just saying like, I mean, it's a ridiculous claim to make, but they was like, he's getting fed information. [SPEAKER_03]: Donald Trump learns through information that's being fed to him.

[SPEAKER_03]: That's how I said, that's how Kanye West learns. [SPEAKER_03]: Kanye West learns through information that, like, you could say some to him, and then he's like, yeah, that's what that's what it is. [SPEAKER_03]: But Trump's really no different. [SPEAKER_03]: He said that there was a genocide from white farmers in South Africa because that was information that would fed to him.

[SPEAKER_03]: He didn't do any research, he doesn't actually know what he's talking about, there's two people that was killed, two white farmers that was killed last year. [SPEAKER_03]: But he's not that far off, but I still don't think that he's fully incompetent, I don't think Donald Trump is incompetent, I think George Bush is incompetent, but we could [SPEAKER_03]: Who's the worst president in the last 30 years? [SPEAKER_03]: Who's the worst president in the last 30 years?

[SPEAKER_02]: That's probably better than beginning to pop for sure. [SPEAKER_00]: I mean, I love that part. [SPEAKER_00]: You don't know what that was meant to be. [SPEAKER_00]: The worst president of our lifetime. [SPEAKER_00]: That's how we'll paint the picture. [SPEAKER_03]: Trump is the most dangerous. [SPEAKER_03]: I don't know if he's the worst. [SPEAKER_02]: If you are the most dangerous, does that make the worst? [SPEAKER_00]: Well, he's not done yet. [SPEAKER_00]: You know what?

[SPEAKER_00]: He's not done yet, bro. [SPEAKER_02]: This one here feels like three, and I'm not just saying that because I'm we got like I know some some devout Republicans that feel this way. [SPEAKER_00]: I'm in Texas, like is he that wants to bridge his most evil. [SPEAKER_00]: I give you that hands down in my opinion. [SPEAKER_00]: Allegedly, but that's like a monster. [SPEAKER_03]: Yeah, that's a question.

[SPEAKER_03]: Another question for an audience was about, um, [SPEAKER_03]: They said that they brought a meta stock, I think at like $38, and they said that they they've been with meta ever since, it should, is it time to sell? [SPEAKER_01]: I mean, no. [SPEAKER_01]: Why? [SPEAKER_01]: Why would? [SPEAKER_03]: Well, because they made a lot of money. [SPEAKER_01]: And you go and make people pay for an age.

[SPEAKER_02]: Okay, okay, if they need to take that approach, yeah, like if if if you're young, okay, let's see, six, 37, let's see. [SPEAKER_02]: You're at 16, 100% return. [SPEAKER_02]: If you need a liquidity event, yes, but it's on a basis of your word about the economy, no, but that, no, and depending on how many shares you have, [SPEAKER_02]: I can understand if you want to sell out and cash out and get a couple million, I would have mad at you.

[SPEAKER_02]: But if you worry about the stock falling apart just because of where we are in the economy, I wouldn't worry about that. [SPEAKER_02]: I won't worry about that. [SPEAKER_00]: So, thank you for taking the responsible approach to. [SPEAKER_00]: Yeah. [SPEAKER_00]: If a liquidity event is needed, if you're looking to take some profit and potentially invest or reinvest somewhere else. [SPEAKER_00]: if it's solely based on how you think Meta is going to perform over the next five years.

[SPEAKER_00]: No, not with that. [SPEAKER_00]: The price you see now, it won't be at this price in two years. [SPEAKER_03]: Yep, somewhere I said, how can I get reservations at Tatiana? [SPEAKER_02]: Yeah, I know the right people. [SPEAKER_03]: I don't know the right people, so I'm about what you know, I'm like, okay, we'll go back to it. [SPEAKER_03]: We'll come back to this segment later if we have a time. [SPEAKER_03]: But let's do this. [SPEAKER_03]: Let's talk about the U.S. debt spiral.

[SPEAKER_03]: Allow me. [SPEAKER_03]: Just to do it with that. [SPEAKER_03]: I want to get. [SPEAKER_02]: I just want to ask the question. [SPEAKER_02]: do okay like not saying he's a great person because I'm arguing that he may be less evil than Trump. [SPEAKER_02]: So when Bush left office, that's GDP was at 35 and 2009. [SPEAKER_02]: It was at 81.5%. [SPEAKER_02]: Some analysts say the normalized rate for the debt to GDP ratio and 2035 will be 300%.

[SPEAKER_02]: Do you think spending will ever come back down or what's didn't know him that we should be facing? [SPEAKER_02]: Because if we're going to be very honest, the power of the dollars one away, dramatically, just in our lifetime, spending power has decreased. [SPEAKER_02]: Do you think we ever get back to a normal cycle or do you think the spiral continues on forever? [SPEAKER_02]: And let's just talk like it's us at dinner, no audience.

[SPEAKER_03]: It's never going to stop, never will stop. [SPEAKER_00]: That, that, I mean, I don't, I, I know you's going to say it, so I don't want to say it. [SPEAKER_00]: Yeah, I don't, that's what we do. [SPEAKER_02]: A scare. [SPEAKER_02]: And the rate of acceleration is is just post COVID. [SPEAKER_02]: Like, [SPEAKER_03]: Well, I think, Ray Dalio put a post up and he said the new world orders are already happening.

[SPEAKER_03]: So ready in and we could come up with this in detail on Blackout as well. [SPEAKER_03]: But yeah, I mean, we have massive debt starting another war just so you don't have to release Epstein file, that's going to be billions of dollars. [SPEAKER_03]: The amount of money that's going to be spent on the Iran, the Baku, that's going to be another debacle for no reason. [SPEAKER_03]: You just find them ways to spend money.

[SPEAKER_03]: China, one of the last time China invaded the country, put in chat. [SPEAKER_03]: What's the last time China has been engaged in a war or a full-fledged military operation outside of the borders of China or inside the borders of China? [SPEAKER_03]: What's the last time that that's happened? [SPEAKER_03]: Because they're focused on building an economy.

[SPEAKER_03]: and we're focused on just doing completely idiotic things for no reason, like the iron thing, that's really for that's not even, that's for no reason. [SPEAKER_04]: Yes, I know. [SPEAKER_03]: And happily, nuclear capability, you're already ruined that nuclear capabilities. [SPEAKER_03]: And the only reason why they even had the nuclear capabilities to begin with is because you, [SPEAKER_03]: We've never done a deal.

[SPEAKER_03]: I was already in place, but I'm the escalator, nuclear capabilities. [SPEAKER_03]: So this doesn't even make any sense at all. [SPEAKER_03]: You literally, we already took care of nuclear situation in Iran. [SPEAKER_03]: Why are you even doing this? [SPEAKER_03]: It's going to be so much money spent. [SPEAKER_03]: Even if there's no military boots on the ground, just to send the ships over there. [SPEAKER_03]: It's like half a billion dollar operation.

[SPEAKER_03]: Yeah, it made a little there's literally no reason for us to even be thinking about our ran right now. [SPEAKER_02]: Well, that there's a reason for the kids. [SPEAKER_02]: Yeah. [SPEAKER_03]: Yeah. [SPEAKER_03]: And then we're too far. [SPEAKER_03]: We're too far. [SPEAKER_02]: Yeah. [SPEAKER_02]: And I don't know. [SPEAKER_02]: I don't know. [SPEAKER_02]: Thank you.

[SPEAKER_02]: Contrary to a low debt to GDP, Saudi Arabia, 20 to 27 percent, Norway, 30 percent, Switzerland, 30 to 40 percent, Indonesia, 39 percent, so I was not just third world countries that have low debt to GDP, Saudi Arabia and Switzerland has found a way to not. [SPEAKER_02]: and flate their way and move their debt to GDP to all those 200% which is incredibly scary.

[SPEAKER_03]: So anything, they'll start a drug war in Mexico and they'll do a war in Iran, they'll release the UFO file that nobody acts for. [SPEAKER_01]: What else do you have? [SPEAKER_03]: Why is Kashmir so flying to Italy to party with the US hockey team on a private jet? [SPEAKER_00]: That's not the first time he's done it though. [SPEAKER_00]: He had to repay the government for some other flies. [SPEAKER_00]: You know what? [SPEAKER_00]: Allegedly. [SPEAKER_00]: Allegedly.

[SPEAKER_00]: I like my life. [SPEAKER_00]: You know what? [SPEAKER_00]: I like it. [SPEAKER_00]: You know what? [SPEAKER_00]: Hey, USA, right? [SPEAKER_00]: We want to go. [SPEAKER_00]: Yeah, probably like it, probably like it's a 1999 or 1980. [SPEAKER_03]: And nobody cares about hockey. [SPEAKER_03]: Like they're trying to push this agenda, they're trying to let's be honest, they're trying to push this agenda of like nobody listens to kid rock. [SPEAKER_03]: Nobody cares about hockey.

[SPEAKER_03]: Nobody like this is a rock line dancing. [SPEAKER_03]: Nobody cares about that. [SPEAKER_03]: They're trying to push an agenda. [SPEAKER_03]: Nobody can't remember the respect, congratulations to the hockey team. [SPEAKER_03]: But nobody will be honest. [SPEAKER_03]: Nobody cares about hockey. [SPEAKER_03]: Nobody cares about kid rock. [SPEAKER_03]: They're trying to push a picture. [SPEAKER_03]: Why are you trying your hardest to push an agenda?

[SPEAKER_02]: Yeah, I didn't know even under the halftime show until like two days before was done by trying to point USA. [SPEAKER_03]: Name me five hockey players on the team put in chat name me five hockey players Cash out cash out you a hundred dollars five hockey players that played on the US The US hockey team that just wanted the gold medal won GPT freestyle top of that. [SPEAKER_03]: I got I got three five I need five [SPEAKER_00]: Yeah, I mean people care people care.

[SPEAKER_00]: We don't care. [SPEAKER_03]: Oh, they don't. [SPEAKER_03]: They really don't now. [SPEAKER_00]: People go to Italy. [SPEAKER_03]: No, they really don't. [SPEAKER_00]: We, they go to Italy. [SPEAKER_00]: Yeah, they don't care. [SPEAKER_00]: The game's the fun. [SPEAKER_00]: The game's the fun. [SPEAKER_00]: Yeah. [SPEAKER_00]: It's just, it's somebody say he was he won't. [SPEAKER_00]: He hit the, he got the gold that that won the gold.

[SPEAKER_02]: I noticed nobody put five names in charge of the white football. [SPEAKER_03]: That and now reversed that put five names of the US basketball team that won the gold in the last Olympics. [SPEAKER_03]: Yeah, that's easy. [SPEAKER_01]: That's it. [SPEAKER_01]: That's it. [SPEAKER_03]: What made it do many people, like they're trying to push an agenda, they're trying to push an agenda. [SPEAKER_03]: That nobody really cares about is outdated. [SPEAKER_00]: What about things?

[SPEAKER_00]: Look, they were like, this chick is everywhere. [SPEAKER_00]: They try to treat it like it was the 100 meter dash. [SPEAKER_00]: I'm like, oh, what? [SPEAKER_01]: Somebody say I'm not asking nobody cares about camera. [SPEAKER_00]: I come with you. [SPEAKER_00]: Our Canadian friends might argue that they care about But they lost shout out to the six though Right ladies and gentlemen I love it It's been real.

[SPEAKER_03]: Yep. [SPEAKER_03]: Yeah, you remember pitch competition in first first 125,000 dollars is open right now All you got to do is apply go to invest first website get a ticket you got to be a tech-based business [SPEAKER_03]: you haven't so now to April 10th to put the applications in, the earlier that you do is the better.

[SPEAKER_03]: If you put it in April 9th, April 1st, you will run up against, you know, you have a million other people and people trying to look through it, you know, everybody will get looked at. [SPEAKER_03]: It's better if you do it earlier. [SPEAKER_03]: We're to the wise. [SPEAKER_03]: It's a fiction. [SPEAKER_03]: A word. [SPEAKER_03]: And a true book. [SPEAKER_03]: It's a fiction. [SPEAKER_02]: You can vibe code a product. [SPEAKER_02]: You can vibe code.

[SPEAKER_02]: You can apply, make the least in charge of your BT or claw. [SPEAKER_02]: Make it sound like it's authentic in your voice. [SPEAKER_02]: But even if you don't have a business vibe code it, stay up all night. [SPEAKER_02]: Go through the videos and see how to code properly. [SPEAKER_02]: At least get it MVP going, get some traction. [SPEAKER_02]: You don't have an excuse this year as to why you can't apply on time and have a product ready.

[SPEAKER_02]: Hello, chat and GBT will tell you what kind of company to build for the audience at Invest Fest. [SPEAKER_02]: This is the other part about getting rich. [SPEAKER_02]: You got to have some hustle. [SPEAKER_02]: So, me, I'll be waiting to bullshit and then want to gossip and go to the other aisle. [SPEAKER_02]: I don't agree with you, said about Gavin Osmese. [SPEAKER_02]: Who gives a chance? [SPEAKER_02]: That's what I want you to do. [SPEAKER_02]: Go build things.

[SPEAKER_03]: That's a nice. [SPEAKER_02]: So. [SPEAKER_03]: Oh, man. [SPEAKER_03]: All right. [SPEAKER_03]: Yeah. [SPEAKER_03]: Blackout, not a clock on Wednesday. [SPEAKER_03]: Eastern Standard Time. [SPEAKER_03]: We got a lot to talk about. [SPEAKER_03]: This is just the preview. [SPEAKER_03]: We got the episode on 12 o'clock on Thursday, man. [SPEAKER_03]: So many gems and information. [SPEAKER_03]: Yeah. [SPEAKER_03]: We back, man. [SPEAKER_03]: We back. [SPEAKER_03]: We back at it.

[SPEAKER_00]: We appreciate your whole heartly. [SPEAKER_00]: Pisces and happy birthday again to Shadi for some birthday wishes in a chat form. [SPEAKER_02]: We'll do a son of a bad brother. [SPEAKER_00]: Let me know. [SPEAKER_00]: I'll be good to each other. [SPEAKER_00]: Wednesday, like I said, we got a video report and so I'm sure that the text chat is going to be going crazy either way is a good time to be alive to witness it.

[SPEAKER_00]: Yeah, I'll be good to each other to give each other reach out one phone call, one test can change it to try to use somebody's life We love you. [SPEAKER_00]: We love you out daily. [SPEAKER_02]: That was that age program Love you out different by my heart. [SPEAKER_02]: We're shot on those blue screen blockers because you're blocking the blue rays That will infect your mind. [SPEAKER_02]: That's somebody will know the comment That's a fact.

[SPEAKER_03]: I mean, I went my son and glasses at night shout rest in peace to Mac Big Mac tray in the bay Oh You know, I wear sunglasses at night [SPEAKER_03]: Not, I wouldn't recommend it for everybody, but is it because you're reptilian with the aluminum? [SPEAKER_02]: I mean, tell us about it. [SPEAKER_02]: I don't know. [SPEAKER_02]: Even the selection of your eye pain, because you want to double, tell us more. [SPEAKER_03]: Yeah, it's not fabulous. [SPEAKER_03]: You gotta be expert.

[SPEAKER_03]: You gotta be expert with sunglasses at night, but I'm not sure. [SPEAKER_03]: You know, it's one of these things inside outside night time. [SPEAKER_03]: Yeah. [SPEAKER_03]: It's all about the land. [SPEAKER_01]: Crazy times for you. [SPEAKER_03]: Crazy times. [SPEAKER_03]: Yeah, we're it. [SPEAKER_01]: Yeah. [SPEAKER_04]: All right, y'all. [SPEAKER_04]: Yeah, be good. [SPEAKER_04]: Love. [SPEAKER_04]: Peace.