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Transcript

Felix Prehn - Last Chance: Why I am Buying the TRUMP TRADE + Stock Market News 20 January 2025 · Felix Nikolas Prehn's Podcast

• 0:00
  Speaker 1: Felix here and welcome to this pre-market live stream.
• 0:03
  Speaker 1: In fact, there is no market today.
• 0:05
  Speaker 1: The market is closed, of course, for Martin Luther King Day, not for the anointment of Presidente El Trampo, although he's done some rather interesting things, and we're going to focus quite a lot on that today, because there are seven sectors seven the last bankers can count just about that far are, according to wall street, going to blow up massively in 2025, and you might want to understand what those traits are, which stocks, which sectors, which etfs and I want to walk you through exactly that because, if you paid any attention what's been happening over the weekends and I'll break it down for you in a moment this is, in my humble opinion, the beginning of the biggest bull market we've probably seen in a generation, coming in 2025.
• 0:50
  Speaker 1: And a lot of money will be made, and I want to make sure that you are in the right place, knowledge-wise, skills-wise to make lots of money.
• 0:58
  Speaker 1: So we're going to break down exactly what to do here.
• 1:03
  Speaker 1: I will also do one better for you, which is I'm actually hosting this very Friday while I'm on holiday, and I'm on holiday a lot, so it doesn't mean that much.
• 1:11
  Speaker 1: But I said I'm on holiday, I will run a live masterclass, a live webinar, where I'll walk you through exactly how I am approaching 2025.
• 1:20
  Speaker 1: I'll give you the exact systems, the exact steps.
• 1:23
  Speaker 1: I'll really teach you.
• 1:24
  Speaker 1: It won't be about the news, it'll really be about systems and structures and how we enter trades and all that kind of good stuff.
• 1:30
  Speaker 1: So if you want to join me for that, on Friday we already reached the limit of the webinar service, so we've just upgraded it seriously.
• 1:37
  Speaker 1: I said it was going to be a thousand seats.
• 1:39
  Speaker 1: I've now paid three arms and four legs to Zoom to actually up that level to 3,000 seats.
• 1:46
  Speaker 1: So we have about an extra 1,000 seats left, because in the first one hour of me announcing this, we were double oversubscribed, which is super cool and it's insanely yeah, just gratifyingly satisfying that you guys want to learn that much and that's amazing.
• 2:02
  Speaker 1: So I love you for that.
• 2:04
  Speaker 1: Links down below felixfriendsorg slash webinar.
• 2:06
  Speaker 1: Actually, is the link down below?
• 2:08
  Speaker 1: It probably isn't, is it?
• 2:09
  Speaker 1: Let me change that for you as well.
• 2:12
  Speaker 1: How do we do that?
• 2:14
  Speaker 1: How do we change that for you?
• 2:16
  Speaker 1: There must be a way to do that right While we're live.
• 2:19
  Speaker 1: Can you edit AA?
• 2:21
  Speaker 1: Yes, you can.
• 2:22
  Speaker 1: Okay, I'll change the link down below.
• 2:23
  Speaker 1: Felixfriendsorg webinar is the live event.
• 2:30
  Speaker 1: It'll take place on on friday at 10 am, new york.
• 2:47
  Speaker 1: I'll put the link down below.
• 2:49
  Speaker 1: I'll also put it in the chat so you guys can also see it.
• 2:52
  Speaker 1: Maybe, fox, my friend, you could uh, you could pin that as well, or I can pin that.
• 2:57
  Speaker 1: Actually, I'll pin that to the to the top of the chat so you guys don't lose the link here.
• 3:04
  Speaker 1: Does that one work?
• 3:05
  Speaker 1: Felix friends at ox dash webinar.
• 3:06
  Speaker 1: I want to make sure it does, and then I'll be sharing my screen with you.
• 3:10
  Speaker 1: It's already half here so you can.
• 3:12
  Speaker 1: Yeah, brilliant, that works.
• 3:13
  Speaker 1: So we can walk through exactly what's going on here.
• 3:16
  Speaker 1: If my connection is a little bit dodgy here, don't worry, on friday I will make sure.
• 3:22
  Speaker 1: Um, we've got the best wi-fi there is out there.
• 3:25
  Speaker 1: Christopher says watching Felix from the beach because of the money he helped me make.
• 3:29
  Speaker 1: Christopher, nothing could make me happier.
• 3:31
  Speaker 1: Seriously, it is the whole kind of retirement plan here of mine which is just to do this as a hobby and it's the funnest thing I've ever done.
• 3:40
  Speaker 1: So I really, really appreciate you guys for that showing up, for implementing, for learning and then for sharing how incredibly well you're doing, and all credit, of course, goes to you.
• 3:52
  Speaker 1: If you're wondering what the red stuff is that I'm drinking best thing out of the Middle East pomegranate juice, absolutely amazing stuff.
• 4:01
  Speaker 1: So let me walk you through the seven sectors, including specific stocks and some bonus stocks as well that I haven't written on the screen here yet.
• 4:11
  Speaker 1: Energy sector right, trump is apparently today going to announce about 100 and sign about 100 executive orders.
• 4:20
  Speaker 1: I don't think anyone's ever done that before.
• 4:22
  Speaker 1: Normally politicians kind of say week one we'll do this and week two we'll do this and week three we'll do this, and that way you're going to cover the news cycle, because the news isn't going to cover 100 executive orders.
• 4:31
  Speaker 1: It's just too much information.
• 4:32
  Speaker 1: We'll talk about the meme coins in a second as well.
• 4:36
  Speaker 1: Have you had sugar cane juice?
• 4:38
  Speaker 1: Yeah, I like that too, but it's a little too sweet for me.
• 4:46
  Speaker 1: I must say it is apparently healthy to announce an energy emergency today.
• 4:49
  Speaker 1: That will give him broader powers to affect deregulation of the energy sector.
• 4:56
  Speaker 1: He's very much of the drill, baby, drill kind of school of thought.
• 5:00
  Speaker 1: We're going to get deregulation, as I put on the chart here.
• 5:04
  Speaker 1: We're going to get fossil fuels are back.
• 5:08
  Speaker 1: Basically, my mouse is a bit funky here.
• 5:11
  Speaker 1: Oil and gas production is going to go up, so the simplest way to look at that and, by the way, none of these are buy recommendations.
• 5:18
  Speaker 1: This is not financial advice.
• 5:20
  Speaker 1: I don't know what your situation looks like in your risk management, all of that stuff.
• 5:23
  Speaker 1: I'm just giving you the broad outlook here.
• 5:25
  Speaker 1: I'll give you some specific stocks.
• 5:26
  Speaker 1: It's the beginning of your research.
• 5:28
  Speaker 1: You have to make decisions right.
• 5:30
  Speaker 1: If you want to learn the actual system behind it, then join me on Friday and I'll walk through just education, not specific stocks that we're actually going to buy.
• 5:45
  Speaker 1: Julie, somebody reviewed me and actually said something kind.
• 5:49
  Speaker 1: That's very nice of you to share.
• 5:50
  Speaker 1: Thank you very much, julie.
• 5:51
  Speaker 1: That's fairly rare but it's people out there they review you.
• 5:55
  Speaker 1: They do it to sell some sort of I was going to say dubious program.
• 6:01
  Speaker 1: But never mind, let's go back to what's actually interesting here.
• 6:04
  Speaker 1: So XLE was kind of the easiest ETF to buy there.
• 6:08
  Speaker 1: Actually interesting here.
• 6:09
  Speaker 1: So XLE was kind of the easiest ETF to buy there.
• 6:10
  Speaker 1: There's also SXLE, kind of the same sort of thing.
• 6:12
  Speaker 1: Specific stocks, exxon, eqt, chevron would be some.
• 6:18
  Speaker 1: We also had a couple of breakouts that we triggered inside Trade Vision here, and if you guys haven't got a Trade Vision account yet again.
• 6:27
  Speaker 1: There's a link down below.
• 6:28
  Speaker 1: There was some energy stuff we bought.
• 6:30
  Speaker 1: Well, I certainly bought on Friday, I think what was it.
• 6:34
  Speaker 1: I can't actually remember.
• 6:37
  Speaker 1: I think it might have been this one here EOSE.
• 6:39
  Speaker 1: I bought a little bit of that.
• 6:40
  Speaker 1: That doesn't mean you should, but there was a very nice breakout here above you know all recent highs and stuff.
• 6:45
  Speaker 1: So I think we're going to see a fairly broad rally in energy stocks here.
• 6:49
  Speaker 1: If you want to see what the last things are breaking out on Friday, it's these three stocks.
• 6:53
  Speaker 1: And now go and get yourself a Trade Vision subscription, because it's brilliant Mobile app.
• 6:59
  Speaker 1: We're having a management call today on when we're going to launch that mobile app.
• 7:04
  Speaker 1: I'm very excited by that, so that will be definitely stuff to look at.
• 7:08
  Speaker 1: I think they're all going to do pretty well here.
• 7:09
  Speaker 1: The whole sector should do pretty well.
• 7:11
  Speaker 1: I am, however, much more excited about this one.
• 7:13
  Speaker 1: I'm much more excited about financials and, by the way, who here is, do you have any investments in financial stocks?
• 7:20
  Speaker 1: If you invest in financial stocks, put an F in the chat.
• 7:25
  Speaker 1: I want to see who's in financial stocks here already.
• 7:29
  Speaker 1: Okay, what about Constellation Energy?
• 7:39
  Speaker 1: Yeah, that's another one.
• 7:40
  Speaker 1: There is obviously a pretty large number of energy stocks out there.
• 7:46
  Speaker 1: I'm just sort of throwing out the bigger, maybe slightly safer place and then I'll give you a few more that I'm actually looking at as well.
• 7:53
  Speaker 1: Okay, quite a few Fs here, some Gs what does the G mean?
• 7:57
  Speaker 1: My little Poland friend there, where can I get all natural Gat juice, says Stevie.
• 8:03
  Speaker 1: I think you might find it on Amazon.
• 8:06
  Speaker 1: That's usually where most people get it from.
• 8:07
  Speaker 1: I've got a guy in the Philippines who ships it to me.
• 8:09
  Speaker 1: I can give you his contact if you'd like to email me, but it might be a little pricey to ship it all the way to wherever you might be.
• 8:15
  Speaker 1: So if I yeah, that would.
• 8:17
  Speaker 1: Also, of course, is a financial stock here.
• 8:20
  Speaker 1: So we're going to get deregulation.
• 8:22
  Speaker 1: We've had and you might not have noticed that because you're not in banking regulation kind of thing We've had a very, very hostile Biden administration and a very hostile SEC towards banks.
• 8:32
  Speaker 1: The big banks are actually suing the SEC.
• 8:35
  Speaker 1: I mean, this is how bad things are.
• 8:37
  Speaker 1: They're suing their regulator Not usually a good idea, but they're doing that.
• 8:41
  Speaker 1: So we're going to get less stringent regulations, we're going to get slightly easier stress tests and so on, and that will be good for banks.
• 8:48
  Speaker 1: They'll make more money.
• 8:49
  Speaker 1: We're also going to get an uptick in the economy, which means more mergers, more M&A, therefore more fees, more consulting fees.
• 8:56
  Speaker 1: The IPOs are going to come back, spacs might come back All that stuff that makes banks money and nobody else.
• 9:03
  Speaker 1: So how do you invest in that?
• 9:05
  Speaker 1: Well, the broadest thing you could look at will be something like KBE, which is just banks, basically all of them.
• 9:11
  Speaker 1: Probably the best bank that will never go out of business is JP Morgan, because they bank the world.
• 9:17
  Speaker 1: Wells Fargo there's a little one here.
• 9:20
  Speaker 1: Mtb could also do well.
• 9:22
  Speaker 1: Real estate mortgages, interest rates coming down that could also do quite well.
• 9:27
  Speaker 1: I would add to this also SoFi, which I have a position on.
• 9:31
  Speaker 1: My mouse pad's a bit funky here, excuse the handwriting.
• 9:34
  Speaker 1: I think PayPal would also fall in that category, which I think is going to do tremendously well in 2025 if they execute, and probably it's a little bit more bullish on SoFi than I am on PayPal.
• 9:44
  Speaker 1: It's just been lagging a bit, but I'm still holding.
• 9:46
  Speaker 1: We're about 50% up on that position.
• 9:50
  Speaker 1: Morgan Stanley yes, if you must.
• 9:51
  Speaker 1: You know how it says.
• 9:55
  Speaker 1: Trade mission already works okay on iPads, yeah, in browsers for sure, but we've got the mobile app coming out, which I think is going to be really, really useful, and then, once that's out, we can also then start working on alerts and stuff like that.
• 10:08
  Speaker 1: Right, and we can reach you directly and say, hey, your stock is hitting something, or it's dropping, or support lines shifted, or whatever you want it to be.
• 10:16
  Speaker 1: There's a lot of stuff like that that I want to do there.
• 10:18
  Speaker 1: Ubs, hsbc I probably wouldn't go quite that far, but, yes, there are also banks and generally, broadly, the whole sector should benefit.
• 10:30
  Speaker 1: Now then we have defense.
• 10:32
  Speaker 1: So defense is going to get a whole overhaul Out.
• 10:39
  Speaker 1: Other days, where you can just make a plane and say it's going to cost a billion and then deliver it 20 years late for three billion apiece, that will no longer happen and that's going to hit some of the traditional defense contractors.
• 10:53
  Speaker 1: But they're going to get bonus money for not being idiots and actually delivering, and you're kind of going to need them.
• 11:01
  Speaker 1: And you're all, I think, announced today an Ohio plan 4 billion, I think, investment there, that's, I think, focusing on, I want to say, drones, but I'm not entirely sure.
• 11:12
  Speaker 1: Just Ohio seems to be the place where all the drones are built.
• 11:15
  Speaker 1: So we're going to get more military spending.
• 11:17
  Speaker 1: We're going to get more money for the newer, smaller defense contractors.
• 11:21
  Speaker 1: The nimble ones, the big ones, are going to get a big kick up their backside and be told either you guys change the way you work or we're going to replace you with something that Silicon Valley comes up with.
• 11:32
  Speaker 1: So it's kind of an interesting one.
• 11:34
  Speaker 1: So, lockheed Martin I think they'll still do all right, but bear in mind that the well, I think the war in the Ukraine will end very shortly.
• 11:43
  Speaker 1: I think there will be potentially new fronts, particularly in the Middle East, but we have to see.
• 11:51
  Speaker 1: So what would I look at here?
• 11:52
  Speaker 1: I still think Palantir is an interesting play.
• 11:54
  Speaker 1: I did a video on that today.
• 11:56
  Speaker 1: Actually, we're just going to come out a little bit later.
• 11:57
  Speaker 1: Pltr it's a little technically, probably not the greatest entry point right now.
• 12:03
  Speaker 1: Unless you believe in the fundamentals, the chart looks a little dodgy.
• 12:06
  Speaker 1: I'll show you what I mean by that.
• 12:12
  Speaker 1: Let me pull up PLTR here.
• 12:13
  Speaker 1: Who here is a Palantir investor?
• 12:17
  Speaker 1: If you're a Palantir investor, put a P in the chat, a P for Palantir, and you see that beautiful rally here that we've called all the way up, right, that's been pretty good.
• 12:26
  Speaker 1: But that dip there, well, we said exit at 70 bucks.
• 12:29
  Speaker 1: That was our AI algorithm here, which was a good call.
• 12:33
  Speaker 1: But now we're back to it, right.
• 12:34
  Speaker 1: So we are V-ing up there, which is quite positive.
• 12:38
  Speaker 1: But a lot of good news is priced in there for the short term and I think there's a lot of reasons to be bullish on Palantir in the long run.
• 12:48
  Speaker 1: But it's just a question of are there others who've maybe rallied a little bit less?
• 12:51
  Speaker 1: That's sort of what I would be looking at here.
• 12:54
  Speaker 1: What's happening to my moving average lines?
• 12:56
  Speaker 1: Someone's eaten my moving average lines.
• 12:59
  Speaker 1: Okay, I'll let the guys know to fix that as well.
• 13:00
  Speaker 1: So support sits where.
• 13:05
  Speaker 1: Okay, someone's eaten all my indicators.
• 13:09
  Speaker 1: They're probably thinking the market is closed.
• 13:13
  Speaker 1: Today is the day when we update the chart.
• 13:17
  Speaker 1: Okay, here we're back.
• 13:18
  Speaker 1: All right, there we're back.
• 13:19
  Speaker 1: So support sits at 60.
• 13:20
  Speaker 1: We're back above that moving average line, which is quite bullish, but break through 75.
• 13:26
  Speaker 1: And then the 80 highs, with which we have basically three up here, and then I think we're talking but that whole area right now only $2.60 or $2.70 to go up.
• 13:37
  Speaker 1: We might hit our head once again at $75.
• 13:40
  Speaker 1: And basically, what you need is you need more volume.
• 13:42
  Speaker 1: Volume is just flat.
• 13:43
  Speaker 1: You need one of these big green breakout candles you know something that looks like that, like this one here, to really impact some change, and we just haven't seen that of late.
• 13:53
  Speaker 1: So therefore, you know, okay, quite a lot of you palantards on here PLTR, pltr, somebody Google account you want a nine-day moving average to be added.
• 14:05
  Speaker 1: Why nine?
• 14:05
  Speaker 1: If you want to add nine, someone's going to ask for 12 or 10.
• 14:09
  Speaker 1: Maybe, I think allowing you to put in any number might be a good feature, right, so you could customize your MAs depending on how you want them.