Latest / Earn Your Leisure / Cliff Notes: Top Stock & Crypto Picks for 2022

Transcript

Cliff Notes: Top Stock & Crypto Picks for 2022 · 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: So here's what everybody is interested in picks for twenty
1:05
Speaker 3: twenty two. What are your picks for twenty twenty two?
1:09
Speaker 2: I'll pick of the year, all right.
1:11
Speaker 4: So last year we ended the year, we said Microsoft's
1:14
Speaker 4: going to be our stock of the year this year.
1:18
Speaker 4: Lo and behold, I'm saying that Amazon will be the
1:21
Speaker 4: company of twenty twenty two. I'm that'scott going to tell you.
1:24
Speaker 4: I'm gonna break down some numbers. I'm gonna show you
1:26
Speaker 4: some things and tell you why I think that. Number one,
1:31
Speaker 4: let's start here. They are on pace to be the
1:34
Speaker 4: largest e commerce business in the world. They are going
1:36
Speaker 4: to surpass Walmart at probably by the second or third
1:39
Speaker 4: quarter next year.
1:41
Speaker 2: Number two, they have the largest cloud.
1:44
Speaker 4: Service in the world. AWS is only growing third reason.
1:49
Speaker 4: Every four years, Microsoft does something very unique. They even
1:53
Speaker 4: they innovate, and then they work on logistics. So twenty fourteen,
1:57
Speaker 4: they innovate, work on logistics, twenty fifteen and they actually
2:00
Speaker 4: put their first physical store twenty seventeen eighteen you get
2:04
Speaker 4: Amazon Prime. So they innovate, work on logistics, and so
2:07
Speaker 4: every four years they find new ways to generate income
2:11
Speaker 4: right where they was buying whole foods, and then three
2:13
Speaker 4: years later you now see that they're Amazon those stores.
2:18
Speaker 4: That was twenty fourteen, twenty eighteen, The next year would
2:22
Speaker 4: be twenty twenty two. Innovation leads to logistics. What have
2:26
Speaker 4: they done over the past two years. They have bought
2:28
Speaker 4: over thirty four factories thirty eight factories to be exact
2:32
Speaker 4: and rural and non row locations. Here's why we spoke
2:36
Speaker 4: about this on the episode number one. They want to
2:39
Speaker 4: be able to deliver on one day and they eventually
2:43
Speaker 4: have same day deliveries, not just for e commerce, but
2:48
Speaker 4: they're also in healthcare. Right their acquisition of pill pack
2:51
Speaker 4: tells you that, and so now imagine when you can
2:54
Speaker 4: get healthcare delivered to you, same day, prescription.
2:57
Speaker 2: Filled and delivered to you. They all so acquired the
3:00
Speaker 2: rights to the NFL like that.
3:02
Speaker 4: Probably seems like it doesn't mean much, but that's been
3:05
Speaker 4: on this network for years.
3:07
Speaker 2: Amazon now has.
3:08
Speaker 4: The rights for that going into twenty twenty two. They
3:11
Speaker 4: also are going to be this is crazy. They just
3:15
Speaker 4: put this out. They're going to be the largest package
3:17
Speaker 4: delivery carrier in the US by the first quarter.
3:20
Speaker 2: Of twenty twenty two.
3:21
Speaker 4: That means they're going to be bigger than you SPS
3:23
Speaker 4: and ups, the largest delivery service in the country. Those
3:28
Speaker 4: are just like the fundamental reasons, some of the technical reasons.
3:31
Speaker 4: If you've been following Amazon's stop for the year, you've.
3:35
Speaker 2: Seen consolidation, consolidation.
3:37
Speaker 4: It's fluctuated between I think got it to thirty seven
3:40
Speaker 4: hundred in April, but it's fluctuated pretty much throughout the
3:42
Speaker 4: year from about thirty one hundred to thirty three thirty
3:45
Speaker 4: four hundred. Compared to its fame counterparts, you had Metal,
3:49
Speaker 4: which is formally Facebook. It's grown twenty one percent. Apple's
3:53
Speaker 4: gone thirty one percent. Netflix has gone thirteen percent. Google
3:56
Speaker 4: has gone sixty four percent. Amazon has grown four percent
4:00
Speaker 4: here right, so there's plenty of room for growth there.
4:04
Speaker 2: The last piece, the last piece.
4:07
Speaker 4: Again is that we can't discount the fact of what
4:11
Speaker 4: AWS means to technology, what it means for cloud service,
4:16
Speaker 4: when it means for business. It is the goliath in
4:21
Speaker 4: the I cloud world, and that that is growing at
4:24
Speaker 4: a ridiculous rare. I think the numbers like it over
4:26
Speaker 4: the past five years has going by fifty sixty.
4:30
Speaker 2: I'm putting all those things together.
4:31
Speaker 4: I'm looking at the consolidation on a technical standpoint, I'm
4:34
Speaker 4: looking at all these other factors. I'm saying Amazon is
4:38
Speaker 4: my pick for the stock of the Year for twenty
4:41
Speaker 4: twenty two.
4:42
Speaker 3: There you have it, ladies and gentlemen, Amazon Troy's bulleh
4:47
Speaker 3: on Amazon.
4:48
Speaker 5: So that's all a stock club pichure is a boomer,
4:51
Speaker 5: I'm telling you, especially if they split. Remember what maybe
4:55
Speaker 5: six months ago, we told you that they were going
4:57
Speaker 5: to start buying up malls and uh mix use spaces
5:02
Speaker 5: and stuff like that. Please hold on onto that for
5:04
Speaker 5: the next five ten years.
5:06
Speaker 2: Right. And it's not just the major cities. It's not
5:08
Speaker 2: just major city.
5:09
Speaker 4: It's literally it's rural cities where they can be attached
5:12
Speaker 4: to a major city.
5:13
Speaker 2: Right.
5:14
Speaker 4: So for example, if you live in a Tri state area, right,
5:17
Speaker 4: like a town or a county like Orange County, Right,
5:23
Speaker 4: that's outside of New York. But can packages get from
5:26
Speaker 4: Orange County to the greater Tri State area. Absolutely? And
5:29
Speaker 4: so they buy they're buying up warehouses, warehouses, old malls,
5:32
Speaker 4: and we've seen malls closed and I told you this
5:35
Speaker 4: like two years ago. Malls have the perfect infrastructure for Amazon.
5:39
Speaker 4: Why they have storage, they have parking, right, and they
5:45
Speaker 4: have arrogate, they have water inside, right, So there's obviously
5:49
Speaker 4: if you're in a mall, they have to have water,
5:51
Speaker 4: water fountains and water to go throughout them all for
5:55
Speaker 4: all the businesses.
5:56
Speaker 2: And so they have all those things bathrooms.
5:57
Speaker 4: All they need to do is just renovate and now
5:59
Speaker 4: that becomes a storage site for daily shipping or one
6:02
Speaker 4: day shipping.
6:03
Speaker 2: And so I'm bullish on them. I love Amazon. That's
6:08
Speaker 2: that's my pick of the year.
6:09
Speaker 5: Somebody in the comments said that if interest rates go up,
6:13
Speaker 5: Amazon is going to fall. You know that's not true.
6:15
Speaker 5: People have to remember that Bezos was in the hedge
6:18
Speaker 5: from Space before all of us. Team is very heavy
6:21
Speaker 5: on the risk to reward modeling. Interest rates probably have
6:27
Speaker 5: to go up to like eighteen percent in order for
6:29
Speaker 5: Amazon to not work. So I understand why you may
6:33
Speaker 5: think that. But if interest rates do go up, we
6:36
Speaker 5: go through a season of price crunching. Where are people
6:41
Speaker 5: going to turn to first to get.
6:43
Speaker 2: The best deal that I was going to say that,
6:46
Speaker 2: but I'm glad you did.
6:47
Speaker 5: Now going to kmart or adventure Shout out to my
6:50
Speaker 5: people back home. There's one like conglomerates, we have to
6:54
Speaker 5: They get the information fastest, they analyze data faster, so
6:58
Speaker 5: all the like Amazon is the market maker. They let
7:03
Speaker 5: other people route their orders on to their site, which
7:08
Speaker 5: is called order flow, and an invest in space. They
7:11
Speaker 5: then take it, model it make a bot out of
7:13
Speaker 5: it quant and they use it to dominate everybody else
7:18
Speaker 5: in the space. Right, they won't go in there anytime soon.
7:21
Speaker 4: And that's I'm glad you said that, because if we
7:24
Speaker 4: look at like inflation, if prices arise, and you're the
7:26
Speaker 4: first place that's from a retail standpoint is let me
7:28
Speaker 4: go find where I can buy things the cheapest, right.
7:31
Speaker 4: And so we've seen Amazon dominate in that space where
7:34
Speaker 4: they'll just take over a company and say we're going
7:35
Speaker 4: to offer the prices as low as possible so we
7:37
Speaker 4: can get more value and potentially put somebody out of it.
7:40
Speaker 4: That's just been their method, right. And so when you
7:42
Speaker 4: think about retail space during inflation, you think about places
7:46
Speaker 4: like a Walmart or Amazon or a Target, which will
7:49
Speaker 4: have competitive prices based on inflation. Right, if prices go up,
7:53
Speaker 4: they can still offer a discount because the way they're
7:56
Speaker 4: purchasing a lot of the other merchandise.
8:00
Speaker 3: There. You have it, ladies and gentlemen, Amazon should pick.
8:06
Speaker 2: So I have a few.
8:07
Speaker 3: I have a few different picks. I'm gonna start with cryptocurrency,
8:12
Speaker 3: and I'm gonna start with uh Solana, which is interesting.
8:16
Speaker 3: Solana is they used to call it the Ethereum killer.
8:22
Speaker 3: That was kind of his thing. It was like the
8:24
Speaker 3: world's fastest blockchain and worked a lot faster than Ethereum
8:28
Speaker 3: and has lower fees in Ethereum. Now, Solana is interesting because, yes,
8:34
Speaker 3: it is up eleven thousand percent this year.
8:37
Speaker 2: I get that, I get how much you know.
8:42
Speaker 3: But that doesn't that doesn't mean that it's Keep in
8:44
Speaker 3: mind Ethereum all of those coins when they first started.
8:48
Speaker 2: Ernest what's up.
8:48
Speaker 4: You ever walk into a small business and everything just
8:51
Speaker 4: works like the checkout is fast, the seats of digital
8:55
Speaker 4: tipping is a breeze, and you're out the door before
8:58
Speaker 4: the line even builds odds are they're using Square. We
9:02
Speaker 4: love supporting businesses that run on Square because it just
9:05
Speaker 4: feels seamless. Whether it's a local coffee shop, a vendor
9:08
Speaker 4: at a pop up market, or even one of.
9:10
Speaker 2: Our merch partners.
9:11
Speaker 4: Square makes it easy for them to take payments, manage inventory,
9:15
Speaker 4: and run their business with confidence, all from one simple system.
9:20
Speaker 4: If you're a business owner or even just thinking about
9:22
Speaker 4: launching something soon, Square is hands down one of the
9:25
Speaker 4: best tools out there to help you start, run and grow.
9:29
Speaker 4: It's not just about payments, it's about giving you time
9:32
Speaker 4: back so you can focus.
9:34
Speaker 2: On what matters most ready.
9:35
Speaker 4: To see how Square can transform your business, visit Square
9:39
Speaker 4: dot com backslash go backslash eyl to learn more that
9:43
Speaker 4: Square dot Com backslash, go backslash eyl. Don't wait, don't hesitate.
9:49
Speaker 4: Let's Square handle the back end so you can keep
9:51
Speaker 4: pushing your vision forward. This episode is brought to you
9:57
Speaker 4: by P and C Bank. A lot of people think
10:00
Speaker 4: podcasts about work of boring, and sure they definitely can be,
10:04
Speaker 4: But understanding a professionals routine shows us how they achieve
10:07
Speaker 4: their success little by little, day after day. It's like
10:12
Speaker 4: banking with P and C Bank. It might seem boring
10:15
Speaker 4: to safe plan and make calculated decisions with your bank,
10:18
Speaker 4: but keeping your money boring is what helps you live
10:20
Speaker 4: a more happily fulfilled life. P and C Bank Brilliantly
10:25
Speaker 4: Boring since eighteen sixty five. Brilliantly Boring since eighteen sixty
10:29
Speaker 4: five is a service mark of the PNC Financial Service Group, Inc.
10:33
Speaker 4: P and C Bank National Association Member FDIC.
10:38
Speaker 6: You just realized your business needed to hire someone yesterday.
10:43
Speaker 6: How can you find amazing candidates fast?
10:46
Speaker 2: Easy?
10:47
Speaker 6: Just use indeed stop struggling to get your job posts
10:50
Speaker 6: seen on other job sites. With Indeed sponsored jobs, your
10:54
Speaker 6: post jumps to the top of the page for your
10:56
Speaker 6: relevant candidates, so you can reach the people you want faster.
11:00
Speaker 6: According to Indeed data, sponsored jobs posted directly on Indeed
11:04
Speaker 6: have forty five percent more applications than non sponsored jobs.
11:08
Speaker 6: Don't wait any longer. Speed up your hiring right now
11:11
Speaker 6: with Indeed, and listeners of this show will get a
11:14
Speaker 6: seventy five dollars sponsored job credit to get your jobs
11:17
Speaker 6: more visibility at indeed dot com slash pod Katz thirteen.
11:23
Speaker 6: Just go to Indeed dot com slash pod katz thirteen
11:28
Speaker 6: right now and support our show by saying you heard
11:30
Speaker 6: about Indeed on this podcast. Terms and conditions apply. Hiring
11:35
Speaker 6: Indeed is all you need.
11:37
Speaker 3: One of ten fifteen to twenty five thousand percent and
11:39
Speaker 3: they still had gains. It's not going to go up
11:41
Speaker 3: eleven thousand percent next year. That's not going to happen,
11:44
Speaker 3: but it doesn't mean that it's still not room for increase.
11:47
Speaker 3: It's at one seventy one right now, which is office
11:50
Speaker 3: fifty two week high, which is two fifty eight.
11:52
Speaker 2: I believe it.
11:53
Speaker 3: Has five hundred million uh supply as far as coins,
11:58
Speaker 3: So that may seem like a lot, but it's it's
12:02
Speaker 3: kind of in range. Ethereum has I think, one hundred
12:06
Speaker 3: and one million, one hundred and nineteen million, but if
12:12
Speaker 3: you look at something like XRP, XRP has almost one
12:18
Speaker 3: hundred billion, so you know, it's it's still room to
12:23
Speaker 3: growth there. And one of the reasons why I really
12:26
Speaker 3: like Solana a lot is that, you know, we talk
12:28
Speaker 3: about NFTs, and I think that NFT is definitely gonna have,
12:30
Speaker 3: you know, a correction at some point, but I think
12:32
Speaker 3: NFTs is gonna be here to stay, and it's going
12:34
Speaker 3: to be interesting because you know, it offers an alternative
12:38
Speaker 3: for you know, projects to be built on Solana, and
12:41
Speaker 3: all it takes is one or two big projects to
12:44
Speaker 3: be built on Solana and people realizing that, you know,
12:46
Speaker 3: you don't necessarily have to use ethereum to build your
12:49
Speaker 3: NFT project. So as the NFTs go that, you know,
12:52
Speaker 3: that could be good for Solana. Now I said I
12:56
Speaker 3: have a couple. Ethereum is another one, because if we're
12:59
Speaker 3: going to talk about Solana, we have to talk about ethereum.
13:01
Speaker 3: And I don't think that ethereum it's going anywhere. You know,
13:05
Speaker 3: people have complaints about ethereum the gas gas fees pretty high,
13:10
Speaker 3: but ethereum two point zero will be coming out at
13:14
Speaker 3: some point. Ethereum two point oh will be coming out
13:17
Speaker 3: at some point.
13:18
Speaker 5: And it shouldn't be a value or separated.
13:24
Speaker 3: I think it's gonna be a value. I think it's
13:26
Speaker 3: gonna be a value. I think so, but you know
13:30
Speaker 3: what we'll have to see. But regardless, I still believe
13:33
Speaker 3: in Ethereumtherium has always been my favorite cryptocurrency because it
13:37
Speaker 3: has a real, real life use case. Projects are being
13:41
Speaker 3: built on it. It's probably the most you know, useful
13:44
Speaker 3: crypto in this space, and it's the second biggest outside
13:49
Speaker 3: of bitcoin. So I think that ethereum is here to stay.
13:54
Speaker 3: I don't think it's going anywhere, and I think that,
13:57
Speaker 3: you know, it's gonna it's gonna do well. I think
14:00
Speaker 3: it's going to do well in the next year, the
14:01
Speaker 3: next five years.
14:02
Speaker 2: Yeah, I think.
14:03
Speaker 4: Well, we had that conversation where we could see it
14:07
Speaker 4: hit ten two.
14:09
Speaker 3: Yeah, well there is one of those coins now. As
14:13
Speaker 3: far as stocks, you know, I'm an ETS guy. I
14:17
Speaker 3: think that you know, we've talked about this all the time.
14:19
Speaker 3: But there's no need to go away from something that
14:22
Speaker 3: has been working just because it has worked. I think
14:24
Speaker 3: SMH is still here to stay. And like I said,
14:28
Speaker 3: especially when you look at you know, the chip shortage,
14:32
Speaker 3: and you look at you know, all of the companies
14:34
Speaker 3: inside the SMH, and you know, we're moving just more
14:38
Speaker 3: and more into technology every single day. So I feel
14:41
Speaker 3: like SMH still has room to grow. I feel like
14:44
Speaker 3: SMHI will probably do well. And don't sleep on Facebook.
14:49
Speaker 3: I feel like, you know, Facebook is a company that's interesting,
14:53
Speaker 3: and I think that you know, Facebook has room to
14:57
Speaker 3: grow as well. You know, of course they got a
14:59
Speaker 3: lot of tension with Meta changing its name, but that's
15:03
Speaker 3: not the only use of Facebook. I think WhatsApp is
15:05
Speaker 3: something that is like it's hidden Jim. If you communicate
15:10
Speaker 3: with people outside of America, you know how beneficial WhatsApp is.
15:13
Speaker 3: And the fact that it's still not really that popular
15:17
Speaker 3: in the States as opposed to how it is outside
15:19
Speaker 3: of the States. I think that WhatsApp has a lot
15:21
Speaker 3: of room for growth and potential. I think that you know,
15:25
Speaker 3: TikTok is definitely here to stay, and TikTok is a
15:28
Speaker 3: is a formidable opponent. But I think that there's still
15:31
Speaker 3: room for Instagram. I feel like, you know, Instagram is
15:36
Speaker 3: still you know, some some years before it actually starts
15:39
Speaker 3: to you know, fade away. So I think Facebook is
15:43
Speaker 3: gonna be one of these companies that's going to be interesting.
15:45
Speaker 3: And the company from last year too, Microsoft, I think
15:50
Speaker 3: Microsoft is. I think Microsoft is gonna So it's a lot.
15:54
Speaker 3: That's a lot of picks, but I just feel like,
15:56
Speaker 3: you know, I feel like, you know, all of those picks.
16:00
Speaker 2: I don't think you can go wrong. You can see
16:02
Speaker 2: some see I love them more. I love them more.
16:07
Speaker 3: That's my basket.
16:11
Speaker 5: You guys know what I'm gonna say, Number one most
16:14
Speaker 5: consistent realer stories, Apple.
16:18
Speaker 3: The Glasses.
16:19
Speaker 5: I'm gonna give a couple of picks, Apple, Ripple Hex
16:23
Speaker 5: and Video. Once this legislation turns over in favor.
16:31
Speaker 2: Of Ripple.
16:34
Speaker 5: Man, the game is gonna change. I'll say that. And
16:36
Speaker 5: for those I said, not an article this week, but
16:40
Speaker 5: when I tell you guys, okay, I asked the question
16:45
Speaker 5: what political movement was behind ethereum becoming mainstream. A lot
16:52
Speaker 5: of times people just say, hey, this.
16:55
Speaker 2: Coin.
16:55
Speaker 5: I bed this coin because I remember in twenty sixteen
16:58
Speaker 5: one light coin. We're supposed to be greatest thing ever
17:00
Speaker 5: and it did not pan out to be that way.
17:02
Speaker 5: There are regimess that helped push these fronts right. I
17:09
Speaker 5: think with Tyler's brilliant, but not as brilliant as Charles
17:12
Speaker 5: uh the make cardinal kudos te Quila, but I think
17:16
Speaker 5: Ripple would be great. Hecks will be great after because
17:19
Speaker 5: of the glasses. They'll finally announced the car. If you
17:21
Speaker 5: guys have seen the movie Swan Song, the car will
17:23
Speaker 5: look something like that out of that movie and in
17:26
Speaker 5: video will only get bigger as a result of game.
17:29
Speaker 5: And so those are the four picks for twenty twenty
17:31
Speaker 5: two that are absolutely amazing. But for those of you
17:34
Speaker 5: that are not familiar familiar with Hecks, please get familiar.
17:39
Speaker 2: Pretty quickly.
17:40
Speaker 5: And it's still relatively cheap for being a favor.
17:42
Speaker 2: To do so in video was gonna be my number two.
17:45
Speaker 4: I thought we were just doing one in video meta Uh,
17:49
Speaker 4: we're definitely like two and three Facebook. Yeah, yeah, Like
17:54
Speaker 4: I said, like if we're already in the metaverse, but
17:57
Speaker 4: if we're going to talk about the two leaders, and
17:58
Speaker 4: they're definitely in video and see on Facebook the omniverse,
18:04
Speaker 4: I mean they can control the graphics of it. They
18:07
Speaker 4: control the gaming of it. It's just they have a
18:09
Speaker 4: competitive advantage when it comes to that. So I loved
18:12
Speaker 4: in video. In fact, there was another E t f
18:16
Speaker 4: uh that had in video as the number one allocation.
18:19
Speaker 2: It's a semi semi conductor ETF.
18:21
Speaker 4: So s o x X write that down s O
18:25
Speaker 4: x x a solid E T F but all of
18:29
Speaker 4: the semis inside and video is the number one allocation.
18:32
Speaker 4: And another sleeper and I've been doing this is on
18:34
Speaker 4: my watch list now. Oh n o N so o
18:38
Speaker 4: N semi conductor. Another another one. If you just look
18:40
Speaker 4: at the growth, look at the chart through the research
18:43
Speaker 4: on that, that's a that's another good sleeper. No s
18:46
Speaker 4: O s I see somebody put x o x o
18:48
Speaker 4: that and I like to Beyonce song s o x
18:51
Speaker 4: x socks. Yeah yeah, and I love essay as mL
18:57
Speaker 4: love that one.
18:58
Speaker 3: See some people in the chat too. All right, well
19:00
Speaker 3: that was a lot of information. My graduates from my
19:05
Speaker 3: school being forced back drop back drop, my drop, back drop,
19:11
Speaker 3: back drop,