Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - BREAKING: U.S. Reached Trade Deal With Europe ¦ THESE Stocks Will Fly + Stock Market News 28 July 2025

Transcript

Felix Prehn - BREAKING: U.S. Reached Trade Deal With Europe ¦ THESE Stocks Will Fly + Stock Market News 28 July 2025 · Felix Nikolas Prehn's Podcast

• 0:00
  Speaker 1: Felix here and welcome to this pre-market.
• 0:03
  Speaker 1: Live on a day where the US and Europe have made friends.
• 0:07
  Speaker 1: Well, actually, the US pretty much bullied the Europeans into submission, but it's worked and the market is absolutely freaking, loving it.
• 0:15
  Speaker 1: Let me just show you the pre-market here just to cheer you up.
• 0:18
  Speaker 1: There we go.
• 0:19
  Speaker 1: This is pre-market.
• 0:20
  Speaker 1: There is a lot of green here.
• 0:21
  Speaker 1: Palantir up 1.3, oracle 1.1, amd up almost 2%, tesla's up 1.3%.
• 0:27
  Speaker 1: All the big tech stocks are up.
• 0:28
  Speaker 1: Basically, everything is up.
• 0:30
  Speaker 1: I mean very, very, very few exceptions, and that's just because it is a big, beautiful value.
• 0:35
  Speaker 1: I want to explain that to you because there's a reason for it and it'll help you make better decisions in the next coming days.
• 0:42
  Speaker 1: But also, once the enthusiasm fades off a little bit, it's important to understand exactly what's going on here.
• 0:48
  Speaker 1: If you think there'll be some value in that, you know, smash the like button or something like that and I'll walk you through it.
• 0:54
  Speaker 1: So Winston's with us too, by the way.
• 0:56
  Speaker 1: Where is Winston?
• 0:57
  Speaker 1: Here is Winston.
• 0:58
  Speaker 1: Why are you off the camera?
• 1:00
  Speaker 1: Winston, there he is, and the monitor that sadly died a death today because some little bugger decided to well knock it over.
• 1:10
  Speaker 1: Really, it wasn't Winston, of course.
• 1:12
  Speaker 1: He's very well behaved.
• 1:13
  Speaker 1: Now, here it is From the Financial Times.
• 1:15
  Speaker 1: There is no hiding the fact that the EU was rolled over by the Trump juggernaut, said one ambassador.
• 1:22
  Speaker 1: Trump worked out exactly where our pain threshold is.
• 1:25
  Speaker 1: I've always said it Trump is a very, very good negotiator and the deal marks this is also the FT a victory for Trump.
• 1:33
  Speaker 1: We'll spend months forcing America's trading partners into bruising negotiations by threatening steep tariffs, although the terms are in line with what Brussels had told EU member states to prepare for.
• 1:43
  Speaker 1: But the negotiations have been going on for some time.
• 1:46
  Speaker 1: The US and the Chinese have also extended by another 90 days their sort of negotiation, which means the high tariffs won't kick in there either.
• 1:56
  Speaker 1: So the market is just absolutely overjoyed.
• 1:59
  Speaker 1: It is actually not Taco Monday.
• 2:03
  Speaker 1: They tackled, I mean, they gave in.
• 2:05
  Speaker 1: The Europeans flopped as they usually do.
• 2:09
  Speaker 1: So here is the deal in a nutshell.
• 2:10
  Speaker 1: Europe is going to purchase $750 billion in energy from the US oil and gas.
• 2:19
  Speaker 1: They're going to invest $600 billion in the US on top of existing investments, presumably factories and that sort of thing.
• 2:22
  Speaker 1: They're going to invest $600 billion in the US on top of existing investments, presumably factories and that sort of thing, and they're going to open up Europe's markets to trade with the US at zero tariffs, and that's a big, freaking new deal.
• 2:34
  Speaker 1: I used to sell a heck of a lot of American whiskey into Europe, for example, and there were always pretty steep tariffs and duties on that.
• 2:41
  Speaker 1: It's going to be zero, and this, of course, is who really runs the show.
• 2:46
  Speaker 1: Vast amounts of military equipment will be bought.
• 2:49
  Speaker 1: So you know, like the Germans, my folk, who are going to spend 400 billion euros of money they haven't got on arms Well, it's not going to the German arms manufacturers.
• 3:01
  Speaker 1: A lot of that is going to go to the US.
• 3:03
  Speaker 1: There will still be some tariffs on pharma and autos, which is pretty extraordinary.
• 3:08
  Speaker 1: So overall, this is a bigly win for the US, I would argue it's a big win, and Europe was always going to be the biggest, probably the most contentious.
• 3:18
  Speaker 1: That in China and that Europe caves in means everybody else is going to get this kind of deal or worse, right.
• 3:24
  Speaker 1: So it's tremendous.
• 3:26
  Speaker 1: They got our stuff cheaper.
• 3:27
  Speaker 1: No tariffs, yeah, but Europe's had some.
• 3:30
  Speaker 1: Well, it's a very protectionist environment, right, they want to protect their farmers and their industries and everything else.
• 3:36
  Speaker 1: Now they're going to compete with you lot, but for us here.
• 3:39
  Speaker 1: What really matters, it's not politics, it's not what you think of it, none of that.
• 3:43
  Speaker 1: It's all about lowering inflation, because Powell, jerome, the Powell money printer, powell he basically said if there weren't tariffs, rate cuts would be possible.
• 4:01
  Speaker 1: Well, they're now going to be pretty low tariffs much lower than people had feared and that means inflation will literally be lower.
• 4:08
  Speaker 1: What does lower inflation do?
• 4:10
  Speaker 1: Well, it allows interest rates to start to drop.
• 4:16
  Speaker 1: So it'd be very interesting to see what the Fed decides this week.
• 4:19
  Speaker 1: I'll show you when that's happening as well.
• 4:21
  Speaker 1: In just a second, I'm going to give you a screenshot of all the dates that are important for you for this week.
• 4:27
  Speaker 1: And you know, trump was saying he's going to finance all the spending with tariffs and everyone's like yeah, right, you are Well.
• 4:37
  Speaker 1: At the moment, they're bringing in about $300 billion a year in revenue $300 billion and with this deal, that sounds likely to continue.
• 4:47
  Speaker 1: It sounds that trading partners are willing to pay about 15 percent and that means the us might collect an extra three trillion dollars if there isn't a huge switching to, say, domestic production in the US over the next 10 years.
• 5:04
  Speaker 1: And what does that do?
• 5:05
  Speaker 1: Well, that lowers the deficit.
• 5:09
  Speaker 1: Now, a lower deficit does what?
• 5:14
  Speaker 1: What if you have to sell less debt?
• 5:17
  Speaker 1: If you have to sell less debt, it means you can sell them at lower interest rates.
• 5:20
  Speaker 1: So again, it lowers rates.
• 5:23
  Speaker 1: So this is a boon for the market, because the stock market goes up when rates go down.
• 5:28
  Speaker 1: Right, it's a direct correlation on that front.
• 5:31
  Speaker 1: So this is very, very good news for the stock market, which is why it's valuing so much.
• 5:35
  Speaker 1: Does that sink in so far?
• 5:36
  Speaker 1: Does that make some sense?
• 5:37
  Speaker 1: If that makes some sense, put a one in the chat so I can see it.
• 5:40
  Speaker 1: 300 billion revenue from who we pay the tariffs?
• 5:46
  Speaker 1: The tariffs possibly, although the jury is still very much out on that, but it's just 300 billion extra tax.
• 5:51
  Speaker 1: And I mean it's quite frankly.
• 5:52
  Speaker 1: You know you guys need, because you're spending way, way, way more than you're bringing in, so you just need to raise taxes, need to cut spending.
• 5:58
  Speaker 1: I don't know if they're going to manage, manage the, the cutting, but, um, okay, I'm seeing someone soon.
• 6:04
  Speaker 1: Amy, you're very kind, appreciate you tuning in, say hello to your lovely children.
• 6:11
  Speaker 1: And the question there for us what do you do?
• 6:15
  Speaker 1: What do you buy when everything goes up?
• 6:17
  Speaker 1: You just buy everything.
• 6:18
  Speaker 1: Or is there maybe a sector or an industry, like a little niche, that's going to do better than everything else.
• 6:24
  Speaker 1: Well, that's what we do.
• 6:25
  Speaker 1: We look for the good niches of the moment and then we buy those and then we make more money than most.
• 6:31
  Speaker 1: That's the goal.
• 6:32
  Speaker 1: So if you want to understand which one to buy, I've recorded a 15-minute video like literally cramped like 10 years of learning into 15 minutes.
• 6:41
  Speaker 1: And some people say I haven't got the 15 minutes.
• 6:43
  Speaker 1: I'm like well, it took me 10 years and endless screw-ups, and endless screw-ups.
• 6:49
  Speaker 1: So if you want to learn that, my friends, there is a link down below in the description.
• 6:52
  Speaker 1: It's also in the live chat here.
• 6:56
  Speaker 1: You can click on it.
• 6:58
  Speaker 1: I've just pinned it to the live chat as well.
• 6:59
  Speaker 1: And if you are going to leave this live chat right now and this live stream right now to learn because you actually care about what your output is, not just the latest bit of news which you just heard, then just say right, I'm out of here, or something like that in the chat and I'd be very, very happy to see you go.
• 7:16
  Speaker 1: I'd be very, very happy if our viewer numbers drop off from its current 2,700 or so concurrent viewers to less, because it means you guys are actually taking steps to do something that's meaningful and useful.
• 7:31
  Speaker 1: There's also even a QR code at the bottom of the screen for those of you who can't manage to click a link.
• 7:36
  Speaker 1: So, yeah, lower deficit and on top of that, we're going to have a lot of data this week, a lot of data, and if these guys come in, as we'd expect them to and I mean as we'd expect them to, and I mean I'm talking about Microsoft, meta, apple, amazon, mastercard, exxon, I mean the big guys, right ARM, qualcomm they matter.
• 8:03
  Speaker 1: Visa matters, unh matters, spotify matters, paypal matters, stellantis, starbucks they all are huge, huge businesses.
• 8:08
  Speaker 1: They're all reporting this week and so by the end of this week, hopefully, we're going to continue with the current beat, because so far they've been beating very, very, very nicely.
• 8:22
  Speaker 1: Companies reporting this quarter, and that would therefore mean the party continues, my friends, the party continues.
• 8:30
  Speaker 1: So everyone's going to be a genius for just a little bit longer.
• 8:33
  Speaker 1: Just remember, remember when the COVID party fizzled out and the markets really, really dropped hard on recession fears.
• 8:40
  Speaker 1: Something like that's going to happen again, I guarantee it.
• 8:43
  Speaker 1: It always does, and a lot of people will be caught without their you know.
• 8:47
  Speaker 1: They'll be swimming naked and you know, you know what happens when the, when the tide comes, it goes out, sort of thing.
• 8:53
  Speaker 1: And if you were in that situation last time and you're now back to good stuff, you're going to ask yourself what element of that was just the market ie luck, right, because you don't control the market.
• 9:04
  Speaker 1: And what element of that is your risk management?
• 9:07
  Speaker 1: What element of that is you being in control?
• 9:10
  Speaker 1: And in my book, a profit is a profit, but a profit is a really good profit if it's because I did something, not just because the market just went up 10% or whatever.
• 9:22
  Speaker 1: So please, please, please, use this glorious, beautiful market to make lots of money and lots of wealth, but at the same time, learn risk management, because it's simple, it's automated, it makes you sleep, makes everything in life better.
• 9:37
  Speaker 1: I'll tell you everything is better, food tastes better, you'll be better looking, everything will be better because you don't have to worry about stuff anymore because it's actually automated.
• 9:45
  Speaker 1: So I'll teach you that.
• 9:46
  Speaker 1: Also, if you watch this here, felix runs, the dogs get free and um, good George, I will not be naked again.
• 9:56
  Speaker 1: I have stops.
• 9:57
  Speaker 1: That's good, george.
• 9:57
  Speaker 1: You will be naked again, though, I hope.
• 10:00
  Speaker 1: Right, where's Soap over Tuesday.
• 10:05
  Speaker 1: I guess I didn't make the list because they're not quite that big, but they are also coming on Tuesday.
• 10:09
  Speaker 1: Yeah, why does your heat map have different numbers?
• 10:15
  Speaker 1: Intel's down 8%.
• 10:16
  Speaker 1: Are you still looking at the last day's data?
• 10:21
  Speaker 1: Probably, right, I think you're still looking at friday's data.
• 10:24
  Speaker 1: Where was intel?
• 10:25
  Speaker 1: Yeah, click on pre-market.
• 10:27
  Speaker 1: This is in trade vision here.
• 10:29
  Speaker 1: Uh, felix, friends at org slash trade vision here.
• 10:31
  Speaker 1: There's a link down below as well.
• 10:33
  Speaker 1: I'll put the link in the chat for you as well to get a free trial to that too, because it's something we build and it's really useful.
• 10:39
  Speaker 1: Um, and then, yeah, you have access to the pre-market data their life as well.
• 10:44
  Speaker 1: Jim, I've automated my stops.
• 10:46
  Speaker 1: Amazing, my friend I didn't do it says have you ever thought about redoing a six-hour class?
• 10:54
  Speaker 1: But get towards kids so we can teach them what schools weren't?
• 10:57
  Speaker 1: I have?
• 10:58
  Speaker 1: Um, I have.
• 11:01
  Speaker 1: Yes, I haven't done it yet, clearly, but I'd love to do that.
• 11:04
  Speaker 1: Yes, I would love to do that actually.
• 11:06
  Speaker 1: On that note and that's actually a very, very good note I am actually looking for a full-time content director.
• 11:11
  Speaker 1: So if anybody is out there, uh, what would be the requirement to work for me?
• 11:16
  Speaker 1: Um, you love youtube.
• 11:17
  Speaker 1: That would be the primary requirement.
• 11:17
  Speaker 1: Be for me, you love YouTube.
• 11:18
  Speaker 1: That would be the primary requirement.
• 11:19
  Speaker 1: Be great if you've made some content or done some writing or just generally some thinking and planning and so on, and you'd work with me and my team to just make way, way, way, way greater content.
• 11:32
  Speaker 1: So we're looking for somebody, honestly, and we won't just hire you but we'll actually have you trained by literally the greatest youtube content creator director there ever was and I'm not going to tell you who he is, but he's worked with like the biggest names.
• 11:47
  Speaker 1: They are out there and I'm very excited for that.
• 11:48
  Speaker 1: But we need we need the right, we need the right person who's a good fit for that.
• 11:52
  Speaker 1: So, if you, if you love youtube, a bit of an interest in finance and so on, um, and you're looking to make something beautiful and creative and fun and entertaining, but also that really delivers super high value and education to people, then, um, what can you do?
• 12:07
  Speaker 1: Well, just drop me an email.
• 12:09
  Speaker 1: That would be the best thing to do.
• 12:10
  Speaker 1: I would put my email in the chat here.
• 12:13
  Speaker 1: It is on the screen, rather felixatgoatacademyorg, and just send me whatever you want to send me.
• 12:24
  Speaker 1: Be interesting to see how you think, really, my wife is a YouTuber, but retired, that could be it.
• 12:31
  Speaker 1: That could be it.
• 12:32
  Speaker 1: Where do I send my resume, graham, here we go.
• 12:35
  Speaker 1: Actually, the best thing you could do is just send me, if you've done something like this before, send me something a video you've worked on and how you came up with it and what the process was.
• 12:43
  Speaker 1: If you haven't, um, just come up with an idea, like.
• 12:46
  Speaker 1: It doesn't have to be perfect or right, it's just a question of like.
• 12:49
  Speaker 1: I want to see how you think.
• 12:50
  Speaker 1: That's really what it's all about.
• 12:51
  Speaker 1: So my email is there.
• 12:53
  Speaker 1: Um, drop me up, drop me a message and we pay well.
• 12:56
  Speaker 1: So, because I think people need to be paid well, like all of my team, they're making a lot of money, because I think people deserve it and it's more fun.
• 13:05
  Speaker 1: We sort of just yeah, it's not necessarily business sense, it's more just like.
• 13:09
  Speaker 1: It's just, life's a lot more fun when everyone's doing well, which is what this community is really all about, isn't it?
• 13:16
  Speaker 1: Everybody doing well?
• 13:17
  Speaker 1: So, all right, what else have we got Tomorrow?
• 13:19
  Speaker 1: Jobs, data are important, gdp, but the really big one this week is the Fed interest rate decision on Wednesday, the Fed press conference.
• 13:27
  Speaker 1: I don't expect for a second that Jerome the money printer Powell, is going to do a backflip on Wednesday and is going to cut rates.
• 13:34
  Speaker 1: But his language might soften because he'll say we have a lot more certainty around trade deals now.
• 13:41
  Speaker 1: The biggest of them all, europe, is done.
• 13:43
  Speaker 1: Um, if we get you know, the canadians and the moves south of the border those deals done as well, then you really wouldn't have much to worry about in terms of inflation, because you know what it is.
• 13:57
  Speaker 1: Okay, there is china is China.
• 13:58
  Speaker 1: That's an issue in itself, but given that they're kicking the can down the road there again, we're not expecting 70% tariffs on China.
• 14:08
  Speaker 1: Mike says I'm in the academy closer to my goal of quitting my nine to five.
• 14:11
  Speaker 1: Cheers, felix.
• 14:12
  Speaker 1: I'm very proud of you, mike.
• 14:13
  Speaker 1: And you'll join a pretty big group now of people who've quit their jobs.
• 14:18
  Speaker 1: And you don't have to, by the way.
• 14:20
  Speaker 1: You can.
• 14:20
  Speaker 1: Maybe you love what you do, or maybe you have a business or something you can invest in trade and still do something else.
• 14:25
  Speaker 1: In fact, I encourage it.
• 14:26
  Speaker 1: But if you, your life is being sacked out by your job and your cubicle, then come and do something about it, and a good way to start is just to watch the masterclass.
• 14:35
  Speaker 1: It's free, felixfansorg, get free, you get a lot of knowledge, you get a lot of idea about what we do and then, if you want to have a chat with us, it'll give you an option to do that as well.
• 14:50
  Speaker 1: Up to you.
• 14:50
  Speaker 1: Scott's saying there's a difference between trading and investing.
• 14:51
  Speaker 1: Yeah, there is, but it's also fairly similar.
• 14:53
  Speaker 1: It's just yeah, it's a little bit about risk and it's a little bit about activity and timeframe, although, funnily enough, investors actually tend to take well, they take more risk on individual stocks, right, because you exit much later than the trader.
• 15:11
  Speaker 1: The trader is out.
• 15:11
  Speaker 1: When things change.
• 15:12
  Speaker 1: That the investor is like oh, I'll give it a bit of time, and that can turn out to be horrible, but the skill set is very, very, very similar, very similar.