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Cliff Notes: THE PERFECT INVESTMENT STRATEGY · Earn Your Leisure

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  Speaker 1: You just realized your business needed to hire someone yesterday.
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  Speaker 1: all you need.
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  Speaker 2: But I'm here to tell you, like home, if home
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  Speaker 2: sales fail six percent in July and the housing market
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  Speaker 2: is in there in their recession, and over the last
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  Speaker 2: year the market is failed twenty percent, that means we
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  Speaker 2: technically are in a correction territory heading into a crash.
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  Speaker 2: If private equity is not spending as much money. If
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  Speaker 2: quantitative easy and the Federal Reserve says that I'm not
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  Speaker 2: buying any bonds anymore, the bonds have to actually provide
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  Speaker 2: some damn value. What does that tell you? We may
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  Speaker 2: go through a two year period where we're in the
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  Speaker 2: bear market. For those you have houses and you're like, hey,
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  Speaker 2: what do I do with the information? If you have
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  Speaker 2: a house that you like and you want a good deal,
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  Speaker 2: if you're going to hold for a ten to thirty
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  Speaker 2: year period, it matters not for those in real estate.
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  Speaker 2: If we are Ford standard deviations outside of the range
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  Speaker 2: of which we should be, we are going to come
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  Speaker 2: down to a normal area. I love you guys. Last
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  Speaker 2: week I made some comments on Netflix, so I want
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  Speaker 2: to give full contexts. At first one I was like,
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  Speaker 2: let me put the video together and put my notes.
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  Speaker 2: I was gonna come on here on my mind flex
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  Speaker 2: Hogan shoutouf on flex. It's when they come on my
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  Speaker 2: macho man thing. But let me break down why I'm
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  Speaker 2: telling you. Netflix will probably be the first one of
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  Speaker 2: all streaming services to go away. More than likely Microsoft
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  Speaker 2: or Apple is going to end up buying Netflix. If
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  Speaker 2: it goes under one hundred dollars and thirty seven cent.
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  Speaker 2: But let me pull up some more of these facts
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  Speaker 2: for you so I can make you a better investor.
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  Speaker 2: Total debt sixteen point six billion dollars at the end
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  Speaker 2: of June. Total liabilities twenty seven point three billion dollars.
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  Speaker 2: I'm not an economist by any stretch of imagination, but
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  Speaker 2: twenty seven point three billion dollars is a lot of
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  Speaker 2: damn money, right, reporter is first quarterly loss in a decade.
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  Speaker 2: The customer basis that have hates when a increase prices,
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  Speaker 2: that's a terrible thing. In twenty twenty two, their projectors
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  Speaker 2: to spend eighteen billion dollars on content for you to
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  Speaker 2: burn through it and one weekend while you're having sex
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  Speaker 2: with Jasad Bay and never watch it again. Tell me
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  Speaker 2: what happened in episode for a Stranger Things, Man, I
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  Speaker 2: got a great idea, Troyvishall, let's shorten me shows thirty
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  Speaker 2: minutes forty five minutes. Disney's spending thirty three billion dollars
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  Speaker 2: on content, Peacock is spending three billion. Netflix has an
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  Speaker 2: eighteen percent profit margin. Now when we get to real numbers,
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  Speaker 2: eighteen percent profit margin is not great, especially when you
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  Speaker 2: have a competitor like Apple that is a luxury brand.
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  Speaker 2: The number one brand in the world is a luxury brand.
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  Speaker 2: Their profit margin is twenty eight point eight percent, and Google,
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  Speaker 2: who owns you to profit margin is twenty nine point
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  Speaker 2: five percent. So those two alone are putting an incredible
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  Speaker 2: amount of pressure on Netflix. I know for those of
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  Speaker 2: you that are in LA and your filmmakers and you're like, hey,
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  Speaker 2: they're never going to stop. Trust me, I know a
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  Speaker 2: couple of people. Man, don't make me call Weezy right
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  Speaker 2: now and get Weezy on the line and give you
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  Speaker 2: some insight. Things are changing, trust me. So I don't
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  Speaker 2: want it once again. Please click this part up. I
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  Speaker 2: don't want Netflix to go under. And I think because
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  Speaker 2: they needed growth hedge fund managers. It's the day that
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  Speaker 2: I'm referring to. Netflix got bundled up and they were
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  Speaker 2: one of the ones who ended up going up too
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  Speaker 2: fast and too high. But the thing that killed Blockbuster
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  Speaker 2: too much debt. It's a thing that's gonna end up
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  Speaker 2: killing Netflix. And if America is broke and financially broken,
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  Speaker 2: why do you think a company that holds that much
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  Speaker 2: debt and people are upset to pay fourteen ninety five
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  Speaker 2: for a movie that costs one hundred and fifty seven
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  Speaker 2: million dollars. How the hell is that a good business
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  Speaker 2: equation and a good business model? But what do I know?
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  Speaker 2: Enjoy Shout out to my guy Josh. I saw him
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  Speaker 2: this past Thursday, I think, and he made the equation
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  Speaker 2: or I made the statement that Apple is the perfect stock,
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  Speaker 2: and when you look at it, damn near is if
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  Speaker 2: you look, Apple is technically a value stock, a growth
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  Speaker 2: stock tied in one. They're five percent of four percent
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  Speaker 2: off their all time highs in the middle of a
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  Speaker 2: bear market or pullback. They are the largest waiting in
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  Speaker 2: the index. So when you buy Apple, you're technically buying
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  Speaker 2: the index that are the largest waiting in the S
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  Speaker 2: and P A NASDAC. They are a dividend stock, luxury stock.
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  Speaker 2: Berkshire bought four million shares and I can't name seven
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  Speaker 2: companies historically that has been better in terms of managing
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  Speaker 2: a business in comparison to them. I know, sometimes people
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  Speaker 2: want all these exotic ass companies that supposed to shape
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  Speaker 2: the world. And we'll do chart time later and we'll
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  Speaker 2: walk through some But man, when you guys ask me,
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  Speaker 2: I don't know where to start with investing? What should
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  Speaker 2: I do? Two Tech two Index, No stress for those
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  Speaker 2: of you who like, hey, why do you need to?
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  Speaker 2: They anchor one another. So most investors want value or growth.
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  Speaker 2: The S and P five hundred gives you value or
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  Speaker 2: slow steady growth. The NASDAC gives you fast growth. Apple
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  Speaker 2: and Microsoft are so big that.
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  Speaker 1: You just realized your business needed to hire someone yesterday.
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  Speaker 1: How can you find amazing candidates fast? Easy? Just use
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  Speaker 1: indeed stop struggling to get your job. Posts seen on
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  Speaker 1: other job sites. With Indeed sponsored jobs, your post jumps
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  Speaker 1: to the top of the page for your relevant candidates,
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  Speaker 1: so you can reach the people you want faster. According
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  Speaker 1: to Indeed data, sponsored jobs posted directly on Indeed have
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  Speaker 1: forty five percent more applications than non sponsored jobs. Don't
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  Speaker 1: wait any longer. Speed up your hiring right now with Indeed,
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  Speaker 1: and listeners of this show will get a seventy five
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  Speaker 1: dollars sponsored job credit to get your jobs more visibility
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  Speaker 1: at indeed dot com slash pod Katz thirteen. Just go
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  Speaker 1: to Indeed dot com slash pod Katz thirteen right now
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  Speaker 1: and support our show by saying you heard about Indeed
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  Speaker 1: on this podcast. Terms and conditions apply. Hiring Indeed is
• 9:16
  Speaker 1: all you need.
• 9:17
  Speaker 2: Once again, if they collapse, it would destroy the American
• 9:20
  Speaker 2: economy as a whole. Some of you are not old
• 9:23
  Speaker 2: enough to remember what it was like during two thousand
• 9:25
  Speaker 2: and seven. In two thousand and eight when Lehman Brothers
• 9:27
  Speaker 2: went under and it affected the American economy. How many
• 9:30
  Speaker 2: of you please put Liman in chat if you heard
• 9:33
  Speaker 2: of Leman prior to the night Celensio. So if Apple
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  Speaker 2: or Microsoft goes under, it would destroy our economy. These
• 9:43
  Speaker 2: are probably two of the safest stocks. And when I
• 9:45
  Speaker 2: tell you only need to focus on a few, that's
• 9:48
  Speaker 2: all you need to do. I want to clarify my
• 9:51
  Speaker 2: comments on Ethereum. So Ethereum one hundred and ten bucks
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  Speaker 2: is to load the boat. Price. So load the boat
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  Speaker 2: I would define as the price in which you should
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  Speaker 2: buy in investment or asset class at the rock bottom
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  Speaker 2: price where it's at recession or depression levels. So for
• 10:08
  Speaker 2: those of you like you Ho, what's up on ethery one?
• 10:11
  Speaker 1: Tu?
• 10:13
  Speaker 2: I know? Wait, wait, wait till it, Tali, come on here, boy,
• 10:17
  Speaker 2: I'm gonna shake to end up these next two years. Boy.
• 10:22
  Speaker 2: I told you about Meta and the challenges they were
• 10:26
  Speaker 2: faced with. TikTok came true. Told you about Michael Saylor
• 10:30
  Speaker 2: potentially being positioned out of his company if Bitcoin got
• 10:33
  Speaker 2: to twenty thousand came true. Told you about Bitcoin going
• 10:37
  Speaker 2: to twenty thousand came true. Told you they were recovering
• 10:40
  Speaker 2: sixty three days. Please put in chat. Are you here
• 10:44
  Speaker 2: to gossip or are you here to get rich? This
• 10:48
  Speaker 2: is the thing I love about investing in trade and
• 10:50
  Speaker 2: actually being able to trade. Man, nobody opinion on anything matters,
• 10:54
  Speaker 2: not as long as TD and Maria Trade keeps in
• 10:58
  Speaker 2: my access, and THENJA in Trade of eight all the
• 11:01
  Speaker 2: other firms out there, right, and all o the brokerages,
• 11:03
  Speaker 2: you're good. I'm not launching a campaign against Netflix or ethereum.
• 11:11
  Speaker 2: I'm just telling you the truth of where we may
• 11:14
  Speaker 2: end up. But if you don't believe in my statement,
• 11:16
  Speaker 2: in my takes, you are more than welcome and take
• 11:19
  Speaker 2: your life savings and put them into Netflix and let's
• 11:21
  Speaker 2: see what happens, and you'll be good. Real quick, let's
• 11:26
  Speaker 2: go through a couple ETFs and a couple of stocks
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  Speaker 2: tied to China that you can invest in. And the
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  Speaker 2: homework last week was what are the four ETFs you
• 11:35
  Speaker 2: can invest in or short if China falls apart, Let's
• 11:39
  Speaker 2: go through a couple of them real quick, And the
• 11:42
  Speaker 2: same thing goes with any asset class. Please write this down.
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  Speaker 2: Only invest in the top four. So if you look
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  Speaker 2: at bitcoin, and I'm currently at twenty one thousand and
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  Speaker 2: three thirty five, remember when the world thought it was
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  Speaker 2: impossible for us as slide to twenty. But if you
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  Speaker 2: look at these areas up here, any in the sixty
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  Speaker 2: and seventy range is a no go these are the
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  Speaker 2: areas in which you will want to exit or take profit.
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  Speaker 2: You do not want to buy here. This is a
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  Speaker 2: no bay zone. You only want to buy in the trenches.
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  Speaker 2: A simple thing you can do is just mark off
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  Speaker 2: the bottom of each month and then that can tell
• 12:20
  Speaker 2: you a price of where you can get in. Do
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  Speaker 2: not buy. And once again, if somebody is telling you
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  Speaker 2: to buy or going on like three month media campaigns
• 12:29
  Speaker 2: telling you to buy something, it's only because it's in
• 12:31
  Speaker 2: their benefit to do so. You don't have to really
• 12:33
  Speaker 2: push your asset class if it's good. If we look
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  Speaker 2: at ethereumm e. Theoriust has slid down as well. I
• 12:41
  Speaker 2: told you guys last week to buy fifteen forty four
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  Speaker 2: on August twentieth, and went to fifteen thirty one seventy three,
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  Speaker 2: you would already be in profit. For those of you
• 12:49
  Speaker 2: who executed it and did that, I am proud of you.
• 12:52
  Speaker 2: Let's go to some of the ones that we talked
• 12:54
  Speaker 2: about in China. C Hix. Does this look like I
• 13:00
  Speaker 2: could go into investing in long term? Yes? Or no?
• 13:04
  Speaker 2: The top is up here is up here, the bottom
• 13:06
  Speaker 2: ranges are down here. Stock is currently at eleven ninety nine.
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  Speaker 2: I really don't like it until it gets maybe to
• 13:14
  Speaker 2: eight dollars and thirty cent Let's look at KBA. Put
• 13:18
  Speaker 2: these on your watch list. I don't want you to
• 13:20
  Speaker 2: buy them, don't want you to buy them. But KBA
• 13:26
  Speaker 2: is another one in which you can look at and
• 13:29
  Speaker 2: which you potentially can short. I want to say this now.
• 13:32
  Speaker 2: It's a homework question, but I'm going to give you
• 13:33
  Speaker 2: guys an answer. How long should you short a company
• 13:37
  Speaker 2: or asset that is falling apart? How long should you
• 13:41
  Speaker 2: short a company that is falling apart in the worst
• 13:44
  Speaker 2: case scenario, I only want you to short it for
• 13:47
  Speaker 2: three months. And here's why. You can short the stock
• 13:51
  Speaker 2: and at maximum if it is not leveraged, the highest
• 13:55
  Speaker 2: return you can get is one hundred percent. The risk
• 13:58
  Speaker 2: is unlimited, though, and if you don't have rules in
• 14:02
  Speaker 2: every trait that you take, and you don't stay away
• 14:04
  Speaker 2: from emotions, that can lead to a lot of disaster.
• 14:07
  Speaker 2: So I only want you to short something for three months,
• 14:09
  Speaker 2: and you still need to short at the top of
• 14:11
  Speaker 2: the market. So if at top of twenty twenty twenty
• 14:16
  Speaker 2: twenty one you were short in this area, I would
• 14:19
  Speaker 2: not be mad. Now it's almost at the value area
• 14:22
  Speaker 2: on what you should be buying before you touch it.
• 14:26
  Speaker 2: My graduates from my school being.
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  Speaker 4: crossings are at the lowest levels ever recorded, and over
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