Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - ⚠️Final Warning: [WATCH NOW] IF You Own Tesla, Palantir, Nvidia, Amd, SoFi + Stock Market News 19 June 2025

Transcript

Felix Prehn - ⚠️Final Warning: [WATCH NOW] IF You Own Tesla, Palantir, Nvidia, Amd, SoFi + Stock Market News 19 June 2025 · Felix Nikolas Prehn's Podcast

• 0:00
  Speaker 1: Felix and, of course, winston here as I'm cracking open a new bottle of GAC juice to celebrate the morning, I want to walk you through what really matters in the market today, what's moving the market, what's moving your portfolio, and give you better tools, better knowledge, better education, so you can make greater decisions.
• 0:15
  Speaker 1: As you can see also, albert, there in the background, what we're going to walk through today is why the Fed decision from yesterday actually matters to you, and I'm going to ask a question Is July always bullish?
• 0:25
  Speaker 1: Because there's some reasons to be is why the Fed decision from yesterday actually matters to you, and I'm going to ask a question Is July always bullish Because there's some reasons to be bullish?
• 0:30
  Speaker 1: And therefore, what stocks to buy.
• 0:32
  Speaker 1: We're also going to look at the best performer of 2025 so far and if it's still time to get in on that one, and then we've got some pretty decent clues on when the US is going to enter the war with Iran and what that means.
• 0:43
  Speaker 1: And then we're going to look at and I'm going to share my screen with you here so you can see it.
• 0:46
  Speaker 1: We're then going to look at Tesla, palantir, nvidia, amd, sofi, circle, nebius, asts, oracle, coinbase and any other stock you wish to ask me about, and then we're going to do a big league Q&A, so feel free to ask me anything.
• 0:59
  Speaker 1: I'm a little bit later, otherwise we'll skip it, because there are a few of you in the chat here, which I appreciate.
• 1:06
  Speaker 1: If you guys feel like you can get value out of learning and going through the following on the screen here, then how many points have we got?
• 1:12
  Speaker 1: We've got one, two, three, four, five, six, seven.
• 1:16
  Speaker 1: So it's value in it for you.
• 1:17
  Speaker 1: Put a seven in the chat and Winston will appreciate it and then will appreciate it and then we have, therefore, he'll make more, uh, more content just like this.
• 1:24
  Speaker 1: And, by the way, the um these morning live streams is like one of my favorite parts of the day.
• 1:29
  Speaker 1: Um, absolutely absolute pleasure to do these, uh.
• 1:32
  Speaker 1: So I really, really enjoy us guys and I appreciate all the the happy, kind of positive vibes we've got going on here in the community.
• 1:38
  Speaker 1: So a big thanks to everybody, because it's you guys who are actually making that happen.
• 1:43
  Speaker 1: So thank you very much for that, for making this so fun.
• 1:49
  Speaker 1: So why does the Fed decision matter?
• 1:51
  Speaker 1: Well, let me show you so what we just had out.
• 1:54
  Speaker 1: They do a poll.
• 1:56
  Speaker 1: Basically Every Fed president gets to vote.
• 1:58
  Speaker 1: So seven Fed officials say nil point, zero, rate cuts, right.
• 2:05
  Speaker 1: So those are like the hawks.
• 2:06
  Speaker 1: And you've got two Fed officials who see one cut, eight see two and two see three.
• 2:12
  Speaker 1: So those are the you know the sort of trumpians in there.
• 2:16
  Speaker 1: So, essentially, what have we got?
• 2:17
  Speaker 1: Well, we've got nine people that sort of zero to one and we've got 10 people at two to three.
• 2:24
  Speaker 1: So the average of this is two.
• 2:27
  Speaker 1: So we're going to get two rate cuts.
• 2:28
  Speaker 1: Basically, that's what they're saying.
• 2:29
  Speaker 1: Now, are we going to get more rate cuts than that?
• 2:32
  Speaker 1: Quite, possibly.
• 2:33
  Speaker 1: If you look at the, this is what they come up with the dot plot.
• 2:38
  Speaker 1: The dot plot is incredibly important.
• 2:40
  Speaker 1: It's such a weird thing.
• 2:41
  Speaker 1: When I first saw this I was like well, what does it mean?
• 3:06
  Speaker 1: Somebody tell me what it means.
• 3:08
  Speaker 1: So this is now rate of 4.25 percentage point, basically where we are right now.
• 3:11
  Speaker 1: So we're expecting it to go a little bit lower, but not that much.
• 3:15
  Speaker 1: And then next year we expect it to go well, sort of towards maybe 3.5 percent.
• 3:21
  Speaker 1: So that's only three cuts, right, not a lot.
• 3:26
  Speaker 1: Maybe four cuts.
• 3:28
  Speaker 1: But what's inflation?
• 3:32
  Speaker 1: Well, core inflation is something like 2.5%.
• 3:35
  Speaker 1: So why the heck are we running a three and a half or four point something percent interest rate?
• 3:40
  Speaker 1: It just seems to be that the Fed particularly hates the present incumbent in the White House and is not cutting.
• 3:47
  Speaker 1: Even when we had worse data pre-election, they were cutting.
• 3:51
  Speaker 1: So these guys make no sense.
• 3:53
  Speaker 1: Basically, they're saying the economy is going to slow, we might get more inflation from tariffs so we haven't seen it yet and therefore they're going to do absolutely nothing at all.
• 4:00
  Speaker 1: But I think what they are worried about is actually inflation.
• 4:05
  Speaker 1: On a more serious note, and they are therefore trying to pretend that they will not be cutting.
• 4:11
  Speaker 1: I think they're going to cut more than they're letting on.
• 4:14
  Speaker 1: And why does that matter to you?
• 4:15
  Speaker 1: Well, every 1% cut, cut.
• 4:21
  Speaker 1: If I could spell cut three-letter word, I wrote cat, didn't I?
• 4:25
  Speaker 1: You know why.
• 4:26
  Speaker 1: Every 1% cut in theory.
• 4:29
  Speaker 1: Say, for a growth stock.
• 4:30
  Speaker 1: So say you were in the sort of you know ARK kind of lunatic portfolio.
• 4:35
  Speaker 1: That should give you about a 10% boost to your stock prices.
• 4:41
  Speaker 1: That's approximately the calculation.
• 4:44
  Speaker 1: It's not exact science, but that's more or less that If you're a bit more of a traditional stock, it's a little bit less.
• 4:49
  Speaker 1: Yes, in 2020, this is the long term and basically they're saying that is, in the long term, we're all dead.
• 5:03
  Speaker 1: So they drew a sort of line guy on the floor like dead.
• 5:08
  Speaker 1: I think that's basically what that's saying In the long term, don't worry about it, you'll be dead.
• 5:11
  Speaker 1: So, yeah, that's the longer run, which is just weird.
• 5:15
  Speaker 1: Why would somebody think interest rates in the long run would be at almost 4%?
• 5:20
  Speaker 1: That sort of lunatic is on that committee.
• 5:23
  Speaker 1: Seriously, who appoints these people?
• 5:26
  Speaker 1: I don't know.
• 5:27
  Speaker 1: Now there is a little thing out there which says that we get Christmas in July every year.
• 5:32
  Speaker 1: And you might be thinking is there some religious thing?
• 5:34
  Speaker 1: Can I join that sect?
• 5:36
  Speaker 1: Because that sounds like fun, right, I could do it twice a year.
• 5:38
  Speaker 1: The cat, cat, exactly.
• 5:39
  Speaker 1: Get your mind out of the litter, you.
• 5:42
  Speaker 1: You know what's going on here.
• 5:43
  Speaker 1: We've got five kittens in here, but actually seven if you count the parents, because they're also less than a year old.
• 5:48
  Speaker 1: So traditionally, july has this 12-day window which we we are about to enter in July, which is this mid-year rally.
• 6:04
  Speaker 1: Now, it doesn't have to happen.
• 6:05
  Speaker 1: Obviously, geopolitics and what's happening out there in the real world does matter, but that's typical.
• 6:10
  Speaker 1: We're looking at just something to bear in mind If something happens all the time, people expect it and therefore it tends to become a reality.
• 6:16
  Speaker 1: That's a little bit how these things work, but I'm not, like you know, betting the horse on this, if you know what I mean.
• 6:26
  Speaker 1: Winston says don't do it Right.
• 6:27
  Speaker 1: Isn't that what you're saying there, Winston?
• 6:27
  Speaker 1: Winston says yes, yes, yes, yes, take a chill pill.
• 6:28
  Speaker 1: So there is that Now.
• 6:31
  Speaker 1: Is that useful for you?
• 6:32
  Speaker 1: Does that give you a little bit of insight there?
• 6:33
  Speaker 1: If it does, put a one in the chat.
• 6:42
  Speaker 1: And my next question for you is what stocks you're buying and why and I'll walk you through a bunch in a second.
• 6:44
  Speaker 1: But we're going to do one thing better for you.
• 6:46
  Speaker 1: We're going to actually give you the knowledge that we've already given to literally tens of thousands of people and that thousands of you have asked for, and that will make you smarter than 99% of people out there, and it'll very likely make your portfolio perform better than 99% of people out there if you follow the rules and you actually implement them.
• 7:02
  Speaker 1: So what am I teaching you?
• 7:03
  Speaker 1: I'm going to teach you a very, very simple three-step process that I use, and I've been using for years, to make a lot of money.
• 7:14
  Speaker 1: That's basically the premise and how do we make a lot of money?
• 7:17
  Speaker 1: We identify breakout stocks before they break out.
• 7:21
  Speaker 1: So when your stocks are sort of doing that and then it goes up, right, we want to buy it here, and I'll teach you exactly how we do that, because that, my friends, is what makes us a lot of money.
• 7:31
  Speaker 1: And then, secondly, when it starts to do that, and before it does that and then it goes down, we want to sell it here, and that makes us the real money, because at that point we're actually realizing those gains.
• 7:42
  Speaker 1: That will be what we'll do on Saturday.
• 7:44
  Speaker 1: If you decide to join me, it's at 10 am Eastern time.
• 7:47
  Speaker 1: That's a New York time.
• 7:48
  Speaker 1: That might be early or late for you, depending on where you are in the world, and whether you're going to show up will simply depend on how badly you want your life to improve, so, to improve.
• 7:58
  Speaker 1: So, if you want your life to improve, come and join us.
• 7:59
  Speaker 1: We're going to have a lot of fun.
• 8:00
  Speaker 1: Pedixfriendsorg seminar.
• 8:00
  Speaker 1: There is a link to it in the description and I'll put a link to it also here in the chat, and it is completely free of charge.
• 8:08
  Speaker 1: In case you were wondering, it's part of our ongoing mission to aim to make a million of you financially free because it's fun.
• 8:16
  Speaker 1: It's just super, super fun.
• 8:17
  Speaker 1: I'm loving all the little lovely messages you guys are sending as well.
• 8:21
  Speaker 1: So this is the bigliest winner of the year so far.
• 8:25
  Speaker 1: It's gold, it's shiny, it's beautiful, beating Bitcoin, frank Yen, everything.
• 8:31
  Speaker 1: Basically, certainly US stocks massive, massive, 28% up.
• 8:36
  Speaker 1: And are our gold stocks up 28%?
• 8:38
  Speaker 1: Who here is in our gold stocks?
• 8:41
  Speaker 1: You sound like you went to public school.
• 8:44
  Speaker 1: It is true, my friend.
• 8:45
  Speaker 1: I put up my and for you.
• 8:47
  Speaker 1: Americans out there in England, they're very confused about things there.
• 8:50
  Speaker 1: You see, they call private school public school.
• 8:53
  Speaker 1: It's a complicated subject.
• 8:55
  Speaker 1: Anyway, it's a big deal in the UK.
• 8:57
  Speaker 1: The majority of the country hates you if you go to private school because most people don't and therefore you're generally seen as a bit of a dickhead.
• 9:04
  Speaker 1: But it's good schools.
• 9:09
  Speaker 1: So there we have it.
• 9:11
  Speaker 1: Don't ever try to please the masses.
• 9:12
  Speaker 1: It doesn't work out very well.
• 9:14
  Speaker 1: But here is our gold stock.
• 9:16
  Speaker 1: Anybody has our gold stocks George, you and Groy.
• 9:19
  Speaker 1: How much is Groy up by Larry?
• 9:23
  Speaker 1: You're in two of them.
• 9:24
  Speaker 1: How much are those stocks up by my friend David as well?
• 9:27
  Speaker 1: How much percentage point approximately are your gold stocks up by.
• 9:30
  Speaker 1: That was very good.
• 9:36
  Speaker 1: Anybody, anybody there, they're all frantically looking it up.
• 9:39
  Speaker 1: Anthony Jones also in Groy.
• 9:40
  Speaker 1: Teresa, you're in gold.
• 9:43
  Speaker 1: But how much are these actually up by?
• 9:48
  Speaker 1: I'm in dirt.
• 9:50
  Speaker 1: Is that actually a ticker?
• 9:52
  Speaker 1: No idea.
• 9:55
  Speaker 1: Shapeshifting.
• 9:59
  Speaker 1: Raccoon says 40%.
• 10:01
  Speaker 1: Larry says 25%.
• 10:02
  Speaker 1: Okay, glad you guys know.
• 10:05
  Speaker 1: Ku says 25%.
• 10:06
  Speaker 1: Yeah, so we're doing pretty well, right, because gold this year is up about 28%.
• 10:11
  Speaker 1: Certainly my gold stocks are up about that much, a little bit more than that, perhaps 21%.
• 10:18
  Speaker 1: Groy 40% yeah, that sounds more like it.
• 10:19
  Speaker 1: Groy is around 38%, 40%, right.
• 10:22
  Speaker 1: So we're about I think it's about 38% last time I looked.
• 10:25
  Speaker 1: We're up just on that particular gold stock.
• 10:26
  Speaker 1: So it's not because we're so smart, it's not because I deeply have an understanding of the gold market.
• 10:33
  Speaker 1: I actually really, really don't.
• 10:35
  Speaker 1: One of my mentors, dalsey, was a market maker on the London Metal Exchange.
• 10:39
  Speaker 1: He's the man I asked for about gold.
• 10:41
  Speaker 1: But we just know how to follow Wall Street's money.
• 10:45
  Speaker 1: So when Wall Street's money starts pouring into gold, we simply follow.
• 10:50
  Speaker 1: It's literally that.
• 10:51
  Speaker 1: It's literally that simple.
• 10:52
  Speaker 1: It doesn't take any degree, it doesn't take any background in finance, it doesn't take a lot of money, it doesn't take a lot of time.
• 10:59
  Speaker 1: We just look at where does the money flow.
• 11:02
  Speaker 1: Let's freaking follow it, because if it's all flowing there, then we're following it.
• 11:05
  Speaker 1: You know what Everybody else out there uses the same technique we use and therefore all the money follows all the money and therefore more money goes into the money and it's a, it's a sort of self-fulfilling prophecy.
• 11:14
  Speaker 1: That's what I'll teach you if you join me on saturday.
• 11:17
  Speaker 1: Felix friends at org slash webinar, and the link is down below uh, the cat sounds like he's in gold.
• 11:25
  Speaker 1: Yes, yes, yes.
• 11:25
  Speaker 1: They all rather excited around here.
• 11:27
  Speaker 1: There are cats bouncing off the freaking walls pretty much wherever you look.
• 11:32
  Speaker 1: Now we got that out of the way.
• 11:36
  Speaker 1: The rumor from one of the most reliable news sources in the world you know, genuinely trusted old media, you know, got Wall Street in the title must be good Wall Street Journal, anyway.
• 11:49
  Speaker 1: They said apparently Trump has approved attack plans for Iran, which is generally what's circulating out there, but he's holding off on giving the final order to see if Iran will abandon its nuclear program.
• 11:58
  Speaker 1: Sure, the Supreme Leader is going to turn around and go.
• 12:01
  Speaker 1: I don't feel that supreme anymore.
• 12:04
  Speaker 1: I think I'll just give up.
• 12:05
  Speaker 1: I think I'll just say it's all right, we'll give up.
• 12:08
  Speaker 1: You guys just come in, take everything you want and guess what you know what.
• 12:13
  Speaker 1: Why don't we just run elections and ask the people what they want?
• 12:16
  Speaker 1: Yeah, that's going to happen, isn't it?
• 12:17
  Speaker 1: So we're going to have very likely an attack on the weekend.
• 12:22
  Speaker 1: Why do I say the weekend?
• 12:23
  Speaker 1: Because that's the rumor, and a lot of the time these things happen on the weekend, and you know why?
• 12:33
  Speaker 1: The stock market actually To give the stock market a little bit of time to digest what the heck's going on out there.
• 12:36
  Speaker 1: So Friday, after the market is closed, or Saturday or Sunday probably more Saturday more likely so we have a little bit more time to kind of filter through the news and the noise.
• 12:45
  Speaker 1: If you do it on a Monday morning, then the whole market's going to go panic and they don't want that.
• 12:50
  Speaker 1: They don't want the panic.