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Cliff Notes: The Next Bull Run & Smart Stock Investment Strategies · Earn Your Leisure

• 0:00
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 0:03
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 0:07
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 0:11
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 0:15
  Speaker 1: some of the heinous migrant criminals caught because of President
• 0:19
  Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
• 0:23
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 0:28
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 0:31
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 0:35
  Speaker 1: are here illegally, your next you will be fined nearly
• 0:39
  Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
• 0:43
  Speaker 1: never return. But if you register using our CBP home
• 0:46
  Speaker 1: app and leave now, you could be allowed to return legally.
• 0:50
  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
• 0:55
  Speaker 1: border and families will be protected.
• 0:57
  Speaker 2: Sponsored by the United States Department of Homeland Security.
• 1:00
  Speaker 3: Going to the stock market, sn P five hundred is
• 1:04
  Speaker 3: out of being market territory stocks are doing well. I'm
• 1:08
  Speaker 3: going to ask you about Nasdaq as well. Is this
• 1:12
  Speaker 3: a sign of economic recovering? Or is it a pump fake?
• 1:17
  Speaker 3: Should people be in best thing? Should we be optimistic
• 1:21
  Speaker 3: or will we see a drastic roller coaster ride happened soon.
• 1:29
  Speaker 4: The economy is not doing well, but the stock market is.
• 1:33
  Speaker 4: We were talking about it before we started, but the
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  Speaker 4: only thing to invest in right now is tech. And
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  Speaker 4: I feel like because they knew that this legislation or
• 1:42
  Speaker 4: litigation was going to come against crypto, all of that
• 1:44
  Speaker 4: money went to AI, which is really a spin off
• 1:47
  Speaker 4: of crypto. So because even if you look at some
• 1:51
  Speaker 4: of the projects that were supposed to be done in cryptos,
• 1:54
  Speaker 4: some of them end up moving into tech, and the
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  Speaker 4: vcs moved back and rotated their capital tech.
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  Speaker 5: But the thing is that's alarming.
• 2:04
  Speaker 4: Is that the bear market was uh, we were there
• 2:08
  Speaker 4: for twenty and forty trade days. This is the longest
• 2:11
  Speaker 4: bear market recovery that we have the nineteen forty eight.
• 2:15
  Speaker 4: It's always a good time to invest, especially if you
• 2:18
  Speaker 4: are invested in the top two, but I would not
• 2:20
  Speaker 4: buy here. I do expect to pull back because I
• 2:23
  Speaker 4: mean we were talking about it. Test is up one
• 2:24
  Speaker 4: hundred and twenty three percent year to date June, so
• 2:29
  Speaker 4: at this pace, they should be at three hundred percent
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  Speaker 4: return by and that's like, that's impossible. So I always
• 2:37
  Speaker 4: say two tech two index. If I made you money,
• 2:40
  Speaker 4: please put yes in chats so everyone else can know
• 2:42
  Speaker 4: that the strategy works. But you have to be very careful.
• 2:45
  Speaker 4: I set this on a call yesterday with stock Club.
• 2:47
  Speaker 4: But in the worst care scenario, if the market does,
• 2:54
  Speaker 4: you should have pending orders set there for where to
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  Speaker 4: buy the majority of its years. But the thing about
• 3:02
  Speaker 4: investing the indexes and the top companies, regardless if you
• 3:06
  Speaker 4: go to war, geopolitical events, debt crisis, like, the market
• 3:10
  Speaker 4: is always going to recover. I'm more concerned about our
• 3:13
  Speaker 4: economy more so than i am the overall stock market.
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  Speaker 5: But it is alarnment that own.
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  Speaker 4: Eleven or fifteen stocks are producing against for the overall
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  Speaker 4: stock market.
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  Speaker 6: That's an interesting point, right, because if I mean by definition,
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  Speaker 6: the S andp's officially come out of a bit market, right,
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  Speaker 6: it rows twenty percent from its low YEP. If there's
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  Speaker 6: only eleven to twelve companies leading, that is it a
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  Speaker 6: fair indication of what's happening in the market.
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  Speaker 5: I think it's very accurate. I mean I've said it
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  Speaker 5: here endlessly. I think there are only maybe.
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  Speaker 4: Twenty five companies worldwide that are doing a great job
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  Speaker 4: for the publicly traded market. Doesn't mean it's not other
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  Speaker 4: great companies out there. I think there are a lot
• 3:55
  Speaker 4: of companies doing great work, but in terms of them
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  Speaker 4: being a viable and even when I look at the
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  Speaker 4: Dow thirty, like majority of the Dow thirty, I wouldn't
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  Speaker 4: say it's uninvestable, but it will give me a little bit.
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  Speaker 5: Of heartburn to do so.
• 4:10
  Speaker 4: A quick stat that I found interest in like one
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  Speaker 4: stocks are up twenty percent off those barrelws. The year later,
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  Speaker 4: the stocks have never been lower, so we're pretty much
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  Speaker 4: pricing in the rest of this year should be okay,
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  Speaker 4: and next year I will have everyone go look at
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  Speaker 4: the Binic cycle to see when we will have a pullback.
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  Speaker 4: It's usually a one year to eighteen month gap and
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  Speaker 4: the accuracy of it. But I'm worried if after the
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  Speaker 4: election will we get a strong pullback. I truly believe
• 4:40
  Speaker 4: they just don't want the recession and a collapse to
• 4:42
  Speaker 4: fault on Biden's watch, not be real serious, like, well,
• 4:46
  Speaker 4: Mike Pince, we can get to Trump an indictment, but
• 4:49
  Speaker 4: when they have Mike Pince, because them and Trump fell out,
• 4:54
  Speaker 4: and then you have the scientists on the side, which
• 4:56
  Speaker 4: if they paired them together, maybe you have a ticke.
• 5:00
  Speaker 4: I don't think they want this to fall while buiding
• 5:02
  Speaker 4: this office, because that's a guaranteed loss for him. But
• 5:07
  Speaker 4: I do believe after the next election, they're going to
• 5:09
  Speaker 4: start telling the truth about what we are in the
• 5:12
  Speaker 4: economy overall and how a lot of our companies are doing,
• 5:16
  Speaker 4: because when we start rewriting guidance and lowering guidance.
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  Speaker 5: That's the telltale sign in itself.
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  Speaker 4: Even like I love Mark Binnioff, but even Salesforce now
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  Speaker 4: they're pushing up a little bit and they're like, well,
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  Speaker 4: we'll get in the AI space.
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  Speaker 5: For the last few years, I'm like, why.
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  Speaker 4: Weren't you saying that in twenty twenty to twenty night
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  Speaker 4: Like everyone's adjusting too quickly to AI to get a
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  Speaker 4: competitive advantage in the market, to get a boost for
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  Speaker 4: short term.
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  Speaker 5: No one's thinking long term. So where are we then? Right?
• 5:45
  Speaker 6: If the ernest what's up? You ever walk into a
• 5:50
  Speaker 6: small business and everything just works, like the checkout is fast,
• 5:53
  Speaker 6: the receipts are digital, tipping is a breeze, and you're
• 5:57
  Speaker 6: out the door before the line even builds, than are
• 6:00
  Speaker 6: they're using Square. We love supporting businesses that run on
• 6:04
  Speaker 6: Square because it just feels seamless. Whether it's a local
• 6:07
  Speaker 6: coffee shop, a vendor at a pop up market, or
• 6:10
  Speaker 6: even one of our merch partners, Square makes it easy
• 6:13
  Speaker 6: for them to take payments, manage inventory, and run their
• 6:16
  Speaker 6: business with confidence, all from one simple system. If you're
• 6:20
  Speaker 6: a business owner or even just thinking about launching something soon,
• 6:24
  Speaker 6: Square is hands down one of the best tools out
• 6:26
  Speaker 6: there to help you start, run and grow. It's not
• 6:30
  Speaker 6: just about payments, it's about giving you time back.
• 6:33
  Speaker 5: So you can focus on what matters most ready.
• 6:35
  Speaker 6: To see how Square can transform your business, visit Square
• 6:39
  Speaker 6: dot com backslash go backslash eyl to learn more that
• 6:44
  Speaker 6: Square dot com backslash, go backslash eyl. Don't wait, don't hesitate.
• 6:49
  Speaker 6: Let's Square handle the back end so you can keep
• 6:52
  Speaker 6: pushing your vision forward. This episode is brought to you
• 6:58
  Speaker 6: by P and C Bank. A lot of people think
• 7:00
  Speaker 6: podcasts about work of boring, and sure they definitely can be,
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  Speaker 6: but understanding a professionals routine shows us how they achieve
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  Speaker 6: their success little by little, day after day. It's like
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  Speaker 6: banking with P and C Bank. It might seem boring
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  Speaker 6: P and C Bank National Association Member FDIC.
• 7:38
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 7:42
  Speaker 1: in Massachusetts. An MS thirteen gang member from El Salvador
• 7:46
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 7:50
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 7:54
  Speaker 1: some of the heinous migrant criminals caught because of President
• 7:58
  Speaker 1: Donald J. Trump's leadership. I'm Christy Noman, the United States
• 8:02
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 8:06
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 8:10
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 8:13
  Speaker 1: were here illegally, your next you will be fine nearly
• 8:17
  Speaker 1: one thousand dollars a day. Imprisoned and deported, you will
• 8:21
  Speaker 1: never return. But if you register using our CBP home
• 8:25
  Speaker 1: app and leave now, you could be allowed to return legally.
• 8:29
  Speaker 1: Do what's right. Leave now. Under President Trump America's laws,
• 8:34
  Speaker 1: border and families will be protected.
• 8:36
  Speaker 2: Sponsored by the United States Department of Homeland Security.
• 8:39
  Speaker 5: SMP is out of.
• 8:39
  Speaker 2: It is officially out of.
• 8:41
  Speaker 5: The band. Market has gone down.
• 8:45
  Speaker 6: Guidance have changed, right, I remember, and we spoke about
• 8:47
  Speaker 6: this where people were saying that companies weren't going to
• 8:50
  Speaker 6: be able to have the same type of earnings that
• 8:51
  Speaker 6: they were having in twenty twenty one, and it recession
• 8:55
  Speaker 6: for real, right, So like if we see that this
• 9:00
  Speaker 6: now mean that and based on what you're saying, the
• 9:02
  Speaker 6: projections for the rest of this year is just now
• 9:05
  Speaker 6: bull territory, right, So there will be people on the
• 9:07
  Speaker 6: bullet side. And we saw this when we went over
• 9:10
  Speaker 6: the charts, where all signs are pointed that this could
• 9:13
  Speaker 6: potentially be in a bull market for the next six
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  Speaker 6: to twelve months.
• 9:18
  Speaker 4: I've always said the truth about the stock market, the
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  Speaker 4: market is rigged, and it is rigged to go up
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  Speaker 4: infinitely like an index phone would.
• 9:25
  Speaker 5: Take a all star team.
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  Speaker 4: The analogy that I started using in twenty twenty and
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  Speaker 4: if anything under performance will cut it or they'll reallocate.
• 9:33
  Speaker 4: So even with Buffett, Buffett is known for preaching diversification
• 9:38
  Speaker 4: to the public, but in private he's anti diversification. He
• 9:43
  Speaker 4: said publicly at the Shureholders meeting. Diversification is a tool
• 9:47
  Speaker 4: for people who do not know what they're doing. Is
• 9:50
  Speaker 4: you can argue he is over investing in Apple. Why
• 9:54
  Speaker 4: it's the only company like Jordan that if you go
• 9:56
  Speaker 4: to a GM or walk into his office, you can
• 9:58
  Speaker 4: guarantee the title. There are others that are like Tesla,
• 10:00
  Speaker 4: that may be Lebron, shot Lebron and Rich Paul and
• 10:02
  Speaker 4: everybody I want I said it, not me, not not them,
• 10:06
  Speaker 4: but they're the only company that can give you a
• 10:09
  Speaker 4: guaranteed gain and produce alpha year over year no matter what,
• 10:14
  Speaker 4: even what the goggles coming out.
• 10:18
  Speaker 5: It put a lot of pressure.
• 10:19
  Speaker 4: On Meta, but even them being in a space for
• 10:21
  Speaker 4: res the viability of thirty five hundred is too much.
• 10:26
  Speaker 4: Now they're going to send some sales over to Yeah,
• 10:28
  Speaker 4: to quest Pro three And you know it's tough when
• 10:32
  Speaker 4: like they got Zuckerberg on the press round with Lex
• 10:34
  Speaker 4: Friedman talking about I'm like pr team's doing a great
• 10:38
  Speaker 4: get shout out to everybody, yet meta like, yeah, they
• 10:41
  Speaker 4: are well timed interview, it was needed. I won't be
• 10:44
  Speaker 4: surprised to be pop up and rogan next week too.
• 10:46
  Speaker 4: But I think the reason going back to the market
• 10:51
  Speaker 4: being rigged like this has always happened. But the reason
• 10:56
  Speaker 4: why even with v O and vt VT, I have
• 10:58
  Speaker 4: them both, even though they there's some overlap that's for
• 11:01
  Speaker 4: draw down protection, Like VOO and VTI together are not
• 11:05
  Speaker 4: going to draw down thirty five percent.
• 11:06
  Speaker 5: I don't give it.
• 11:07
  Speaker 4: Damn what happens if it does, Like America is gonna
• 11:10
  Speaker 4: come to an end because they're gonna rebalance for you.
• 11:13
  Speaker 5: You don't have to do it.
• 11:15
  Speaker 4: And Apple and Microsoft are are two of the safest.
• 11:17
  Speaker 4: So I think we are in a slightly bullish territory.
• 11:20
  Speaker 4: But to be very honest, it's it's manufactured. It's manufactured.
• 11:26
  Speaker 4: Like like you know when we see videos that be
• 11:29
  Speaker 4: like all I got seven million views and nobody's ever
• 11:31
  Speaker 4: talked about the video. We're seeing it in the media space,
• 11:36
  Speaker 4: Like how many good people are there at media right now?
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  Speaker 5: Not that many. It's not that many.
• 11:42
  Speaker 4: So the games that we were seeing in twenty twenty
• 11:44
  Speaker 4: and twenty twenty one are gone. But the greatest companies
• 11:49
  Speaker 4: that are have been consistent and they're playing and in
• 11:51
  Speaker 4: their business model, they're going to continue to do great.
• 11:54
  Speaker 5: But everyone else is going to suffer. And this is
• 11:56
  Speaker 5: like where we are in twenty twenty three and twenty
• 11:58
  Speaker 5: twenty four. Is where the.
• 12:00
  Speaker 4: Economy actually is when we are not pumping money into
• 12:02
  Speaker 4: the market.
• 12:09
  Speaker 3: Yeah, I mean it's also we spoke about this a
• 12:12
  Speaker 3: few times, uh, the presidential cycles and how it affects
• 12:16
  Speaker 3: the stock market, and it's holding true to that right now.
• 12:20
  Speaker 3: It looks like that way where usually dips like a
• 12:25
  Speaker 3: second year around this time, it's like the best time
• 12:28
  Speaker 3: traditionally for presidential cycles. We spoke about this a few times.
• 12:33
  Speaker 5: We had.
• 12:35
  Speaker 3: The last time that we spoke about it, we had
• 12:38
  Speaker 3: when we were talking about charts. We had the guest
• 12:41
  Speaker 3: on yes, and he went and went over the charts.
• 12:46
  Speaker 3: So that's another thing. If you if you watch those episodes,
• 12:50
  Speaker 3: then you might have been able to kind of you know,
• 12:52
  Speaker 3: already navigate it based off of history. Not to say
• 12:55
  Speaker 3: that it's a one guarantee, but there is there is
• 12:59
  Speaker 3: historyata that supports that, and this is holding true at
• 13:03
  Speaker 3: least so far.
• 13:04
  Speaker 2: For this year.
• 13:07
  Speaker 3: My graduates from my school being force back drop bag
• 13:12
  Speaker 3: drop Mike drop backdrop droft.
• 13:25
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 13:29
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 13:33
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 13:37
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 13:41
  Speaker 1: some of the heinous migrant criminals caught because of President
• 13:45
  Speaker 1: Donald J. Trump's leadership. I'm Christy Noman, the United States
• 13:49
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 13:53
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 13:57
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 14:00
  Speaker 1: are here illegally, your next you will be fine nearly
• 14:04
  Speaker 1: one thousand dollars a day, imprisoned and deported, you will
• 14:08
  Speaker 1: never return. But if you register using our CBP home
• 14:12
  Speaker 1: app and leave now, you could be allowed to return legally.
• 14:16
  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
• 14:21
  Speaker 1: border and families will be protected.
• 14:23
  Speaker 2: Sponsored by the United States Department of Homeland Security,