Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - The FED Just Flipped - What You Must Do Now + Stock Market News 11 December 2025

Transcript

Felix Prehn - The FED Just Flipped - What You Must Do Now + Stock Market News 11 December 2025 · Felix Nikolas Prehn's Podcast

• 0:00
  SPEAKER_00: The Fed just made a move that Wall Street Insiders have been quietly positioning for and have been telling you about for some weeks.
• 0:07
  SPEAKER_00: But most retail investors still have no idea it's happening because they're calling it reserve management purchases.
• 0:16
  SPEAKER_00: But let me translate that for you.
• 0:18
  SPEAKER_00: It is money printing.
• 0:19
  SPEAKER_00: Money printing is back.
• 0:21
  SPEAKER_00: That's what Winston just told me down there.
• 0:23
  SPEAKER_00: And if you're sitting on the sidelines right now, you could literally miss one of the biggest wealth building opportunities over the next 12 months.
• 0:31
  SPEAKER_00: And if you invested in the wrong assets, the wrong stocks, you might actually lose money while everybody else is making some.
• 0:38
  SPEAKER_00: So in the next 10 minutes, I'm going to show you exactly what the Fed just did, not the noise and nonsense that mainstream media is telling you because they're only telling you half the story.
• 0:48
  SPEAKER_00: I'm going to tell you why it matters more than any rate cut and the three moves that you need to make right now to position yourself ahead of the crowd because they are still far behind.
• 1:00
  SPEAKER_00: My name is Felix Prien, I'm an ex-investment banker.
• 1:02
  SPEAKER_00: I've been watching markets for many years.
• 1:05
  SPEAKER_00: This down here is Winston, who does all the smart sniffing around of research down here.
• 1:09
  SPEAKER_00: And people are worried sometimes, so he's always so tired.
• 1:11
  SPEAKER_00: Well, he hikes every single morning and plays with a pack of wild animals.
• 1:16
  SPEAKER_00: So that's why he looks like that.
• 1:17
  SPEAKER_00: But in all seriousness, we've also founded the GOAT Academy, where we've taught over 20,000 students how to beat the Wall Street of their own game.
• 1:24
  SPEAKER_00: And I'm also the co-founder of TradeVision.io, where we give you institutional grade news and data to find and make better decisions, right?
• 1:33
  SPEAKER_00: So our mission is very simple.
• 1:35
  SPEAKER_00: We want to teach regular investors like you to stop getting fleeced.
• 1:39
  SPEAKER_00: And so what I'm about to share with you, it's not a theory from a textbook.
• 1:43
  SPEAKER_00: It's actually happening right now in the market.
• 1:46
  SPEAKER_00: And by the end of this video, you'll know how to potentially profit from it.
• 1:50
  SPEAKER_00: So the Fed just made two major announcements.
• 1:53
  SPEAKER_00: Everyone's talking about the first one, which is the rate cut by 0.25%, which is great, but the real story, which is what Wall Street's actually exhausted about, and it's what mainstream media just doesn't understand.
• 2:08
  SPEAKER_00: The Fed announced they're restarting money printing.
• 2:12
  SPEAKER_00: Money printing.
• 2:13
  SPEAKER_00: They're buying government debt again,$40 billion worth starting December 12th.
• 2:20
  SPEAKER_00: So rate cuts are nice.
• 2:21
  SPEAKER_00: They make borrowing cheaper.
• 2:23
  SPEAKER_00: But when you print money, you inject liquidity, money, fresh money flowing into the financial system.
• 2:31
  SPEAKER_00: And that's exactly what they're doing again.
• 2:33
  SPEAKER_00: So the Fed is once again creating money out of thin air, pumping it into the banking system.
• 2:38
  SPEAKER_00: More money in the system means higher asset prices.
• 2:41
  SPEAKER_00: It's literally economics one-on-one.
• 2:43
  SPEAKER_00: But the Fed is being very careful with the language here.
• 2:46
  SPEAKER_00: They're calling this reserve management purchases.
• 2:49
  SPEAKER_00: And if you watched my video two days ago, it's exactly what I said they were going to do.
• 2:53
  SPEAKER_00: They're going to come up with a name that is so weird and opaque that nobody understands it.
• 2:57
  SPEAKER_00: Everybody will focus on the rate count.
• 3:00
  SPEAKER_00: So they're saying this isn't money printing, this isn't QE quantitative easing, but this is just technical bollocks to basically hide what they're doing.
• 3:11
  SPEAKER_00: My rule is if it walks like money printing, if it quacks like money printing, it's money printing, right?
• 3:17
  SPEAKER_00: Or QE, as the Fed likes to call it.
• 3:20
  SPEAKER_00: So the Fed wants to make sure there is enough reserves in the system, enough liquidity so banks can lend freely and markets don't seize up.
• 3:30
  SPEAKER_00: For the past few years, the Fed's been doing, well, the opposite.
• 3:33
  SPEAKER_00: They've been shredding money after they went on a complete bend up.
• 3:37
  SPEAKER_00: It's a bit like going out, taking a pound of coke, and then going, well, we're going to take a little bit less from now on.
• 3:47
  SPEAKER_00: That's essentially the equivalent.
• 3:48
  SPEAKER_00: I'm not sure how much YouTube's going to like that analogy.
• 3:51
  SPEAKER_00: Sorry about that.
• 3:52
  SPEAKER_00: Don't do drugs, children.
• 3:54
  SPEAKER_00: But essentially they were reducing their balance sheet, which is basically shredding money.
• 3:59
  SPEAKER_00: They pulled about$2 trillion out of the system since 2022.
• 4:03
  SPEAKER_00: But there have been warning signs.
• 4:05
  SPEAKER_00: Rates have been spiking.
• 4:06
  SPEAKER_00: Banks have tapped out the Fed's emergency lending facility.
• 4:11
  SPEAKER_00: And the Fed was kind of like, I think we've done too much.
• 4:15
  SPEAKER_00: We should start printing money again.
• 4:18
  SPEAKER_00: If you can hear that drilling, they're but taking the roof off, literally.
• 4:23
  SPEAKER_00: So what have they announced?
• 4:25
  SPEAKER_00: They're buying 40 billion in government bonds per month initially.
• 4:29
  SPEAKER_00: They're creating$40 billion worth of US dollars per month.
• 4:36
  SPEAKER_00: That's almost half a trillion a year.
• 4:38
  SPEAKER_00: And they said the pace will stay elevated for a few months to offset big increases in non-reserve liabilities expected in April.
• 4:48
  SPEAKER_00: Everybody fell asleep by the end of the sentence and everybody paid attention.
• 4:51
  SPEAKER_00: And after that, apparently they're gonna dial it back based on seasonal patterns.
• 4:57
  SPEAKER_00: So they're just like making a hogwash out of the whole lot.
• 5:00
  SPEAKER_00: But the reality is, once the Fed starts buying again, starts printing money again, it's really hard to stop.
• 5:06
  SPEAKER_00: Remember 2019, right?
• 5:08
  SPEAKER_00: They tried to undo the money printing, and well, didn't really work out very well.
• 5:13
  SPEAKER_00: So history sure rhymes on this, in my opinion, they're gonna be printing money all through 2026.
• 5:19
  SPEAKER_00: Now, there is something else that's important for you to understand.
• 5:22
  SPEAKER_00: And then we're gonna talk about like what do we actually buy and what do we actually, you know, do with it.
• 5:27
  SPEAKER_00: But a lot of people think this is overwhelming.
• 5:31
  SPEAKER_00: This is information that's kind of hard to understand.
• 5:33
  SPEAKER_00: I get it.
• 5:34
  SPEAKER_00: I I used to think the same thing, and it is, it isn't obvious because they cloud in this random language.
• 5:38
  SPEAKER_00: How do you make it more easy to understand?
• 5:40
  SPEAKER_00: Well, you you just get better at it.
• 5:42
  SPEAKER_00: You just learn the skill of how to actually interpret this.
• 5:44
  SPEAKER_00: It's the hardest than rocket science.
• 5:45
  SPEAKER_00: You can learn that in a couple of weeks, in my humble opinion.
• 5:47
  SPEAKER_00: So, how do you do that?
• 5:48
  SPEAKER_00: Well, the way I did it, I can just only tell you the way I did it, is like I had mentors, I still have mentors, and they're guys who worked on Wall Street for 10, 20, 30, 40 years, and I asked them stuff, and they give me answers in ways that I can understand it.
• 6:02
  SPEAKER_00: And what we've created as part of the Goat Academy is exactly a mentoring program, a mentorship program where you get access to my mentors.
• 6:10
  SPEAKER_00: You also get to see my watch list every week and stuff like that.
• 6:12
  SPEAKER_00: But the core part really is that you get one-on-one mentorship from people who've done this and people who understand this.
• 6:19
  SPEAKER_00: So if you're gonna potentially do that, if you're interested in that, making 2026 like the best year ever, where you actually know what you're doing, you're confident, uh, then you can book a call.
• 6:29
  SPEAKER_00: It's a free call, FelixFrance.org slash freedom, and be part of this final intake of the year.
• 6:37
  SPEAKER_00: But to get back to the Fed, the rate cut wasn't unanimous.
• 6:41
  SPEAKER_00: It was not even close.
• 6:43
  SPEAKER_00: The vote was the most dissenting at a Fed meeting since 1988.
• 6:49
  SPEAKER_00: I was eight years old at the time, I have no idea what happened then, but we got three Fed officials who voted against the majority.
• 6:56
  SPEAKER_00: But the crazy part is that they disagreed not in the same way.
• 7:01
  SPEAKER_00: Governor Stephen Myron wanted a bigger cut.
• 7:05
  SPEAKER_00: A bigger cut.
• 7:05
  SPEAKER_00: He thinks rates are still too high and the economy needs more life support.
• 7:09
  SPEAKER_00: Kansas City Fed President Jeffrey Schmidt and Chicago Fed President Austin Gouldsby, well, they wanted no cuts.
• 7:17
  SPEAKER_00: They were worried about inflation.
• 7:19
  SPEAKER_00: And when you have dissenters on both sides, it tells you something.
• 7:22
  SPEAKER_00: The Fed has no idea what they're doing.
• 7:25
  SPEAKER_00: They're flying blind.
• 7:26
  SPEAKER_00: Some think the economy is too weak, others think it's still too hot.
• 7:29
  SPEAKER_00: So this division is unprecedented in modern Fed history.
• 7:33
  SPEAKER_00: It happened literally three times in the last 30 years.
• 7:37
  SPEAKER_00: And so forget, Jerome Powell's term ends in May 2026.
• 7:42
  SPEAKER_00: President Trump has made it very clear he wants Powell out and wants someone more uh money printer-ish in there who's going to cut rates aggressively.
• 7:51
  SPEAKER_00: So Powell is in a tough spot.
• 7:53
  SPEAKER_00: You cut too much, he looks like he's caving into political pressure, cut a little, and he gets replaced anyway.
• 7:59
  SPEAKER_00: Well, he's getting replaced anyway.
• 8:01
  SPEAKER_00: And then they release something every quarter.
• 8:03
  SPEAKER_00: It's called the dot plot.
• 8:05
  SPEAKER_00: It's basically a chart showing where each Fed official thinks interest rates will be in the future.
• 8:11
  SPEAKER_00: It's sort of the Fed's crystal ball, except the crystal ball is usually wrong.
• 8:15
  SPEAKER_00: And the December dot plot shows the average Fed official, and they are very average, expect rate cuts to be where they are right now, which is not surprising.
• 8:27
  SPEAKER_00: And for 2026, they are projecting rates will fall by just one rate cut for the entire year.
• 8:35
  SPEAKER_00: But here's the problem the market doesn't believe them.
• 8:39
  SPEAKER_00: So before this meeting, the futures market, because you can trade these Fed nomines, it's true.
• 8:45
  SPEAKER_00: They were pricing in the market is pricing in way more cuts.
• 8:48
  SPEAKER_00: Why?
• 8:49
  SPEAKER_00: Because the market thinks the economy is weaker than the Fed admits.
• 8:52
  SPEAKER_00: So what does it create?
• 8:53
  SPEAKER_00: It creates uncertainty.
• 8:55
  SPEAKER_00: And the market hates uncertainty.
• 8:57
  SPEAKER_00: But when the direction becomes clear, it's obvious the Fed is going to keep cutting and printing, that's when you get explosive moves, typically much, much higher.
• 9:07
  SPEAKER_00: So let's connect the dots.
• 9:09
  SPEAKER_00: Let's see.
• 9:10
  SPEAKER_00: Why is this massively bullish for stocks, in my opinion?
• 9:12
  SPEAKER_00: It comes down to one word: liquidity or money.
• 9:17
  SPEAKER_00: When the Fed buys government bonds, they're basically printing money, they're injecting that money into the banking system.
• 9:24
  SPEAKER_00: The banks now have more money, banks will now lend more money, and consumers can borrow more, and we can all spend more, and the money is going to find its way into stocks.
• 9:32
  SPEAKER_00: Because banks don't like having money sitting around.
• 9:35
  SPEAKER_00: That doesn't do anything.
• 9:36
  SPEAKER_00: So they put it into stocks, into bonds, into real estate.
• 9:38
  SPEAKER_00: And we literally have seen that movie multiple times, 2008 and 2014.
• 9:43
  SPEAKER_00: Um, then the Fed launched QE1, two, and three, the SP tripled.
• 9:48
  SPEAKER_00: We've seen it in 2020.
• 9:49
  SPEAKER_00: The Fed printed$5 trillion, stocks went absolutely parabolic.
• 9:54
  SPEAKER_00: You lot were all geniuses.
• 9:56
  SPEAKER_00: Remember?
• 9:56
  SPEAKER_00: Remember how that felt?
• 9:58
  SPEAKER_00: Every single time, I felt like a genius too in fairness.
• 10:02
  SPEAKER_00: Uh, we I think we all Winston was a real stock-picking genius.
• 10:05
  SPEAKER_00: Anything you bought went up.
• 10:06
  SPEAKER_00: So every single time the Fed expands its balance sheet, as they call it, basically a print money, risk assets goes up.
• 10:13
  SPEAKER_00: Now, just because the Fed's being cute about it and they're saying this is just reserve management, it isn't stimulus, um, well, it doesn't matter what you call it.
• 10:22
  SPEAKER_00: More money means higher asset prices.
• 10:25
  SPEAKER_00: So is there a risk?
• 10:26
  SPEAKER_00: Yes.
• 10:27
  SPEAKER_00: Inflation.
• 10:28
  SPEAKER_00: So if inflation goes up much, much more, then it could well stop them from cutting rates.
• 10:37
  SPEAKER_00: That's really the only risk.
• 10:39
  SPEAKER_00: The Goldilocks scenario is moderate growth, falling inflation, and then you get this beautiful boom of money printing, falling rates, and hopefully AI will do something.
• 10:51
  SPEAKER_00: But not all stocks are gonna do equally well.
• 10:53
  SPEAKER_00: So who's gonna benefit most?
• 10:55
  SPEAKER_00: In my humble opinion, it's growth stocks.
• 10:57
  SPEAKER_00: It's tech companies.
• 10:58
  SPEAKER_00: They tend to do best when we print more money.
• 11:00
  SPEAKER_00: So basically, stocks that have a lot of risk.
• 11:03
  SPEAKER_00: Financials benefit from more lending, real estate, utilities benefit from lower rates.
• 11:08
  SPEAKER_00: And if inflation keeps picking up, in my opinion, it will, commodities and energy stocks stay bloody attractive.
• 11:16
  SPEAKER_00: You've seen what happened to silver?
• 11:17
  SPEAKER_00: Yeah, you had a good year with gold miners.
• 11:20
  SPEAKER_00: If you haven't, then well you're missing out, in my humble opinion, on telling you to buy it now, but it's been a really good year for uh blue-blooded gold miners.
• 11:27
  SPEAKER_00: Now, it's not all sunshine.
• 11:30
  SPEAKER_00: Things could go wrong, right?
• 11:32
  SPEAKER_00: Trump could appoint a Fed chair who betrays him and does the opposite of what he promised.
• 11:38
  SPEAKER_00: Weirder things have happened.
• 11:40
  SPEAKER_00: He appointed Jerome the money printer, Powell, right?
• 11:42
  SPEAKER_00: Which is kind of funny.
• 11:44
  SPEAKER_00: People are saying, no, no, no, no, Powell's a Democrat.
• 11:46
  SPEAKER_00: No, Powell is a card-carrying Republican.
• 11:49
  SPEAKER_00: He's a member of the Propagand Party.
• 11:50
  SPEAKER_00: People don't seem to want to believe that, but it's just true.
• 11:53
  SPEAKER_00: Trump appointed him.
• 11:54
  SPEAKER_00: And then there is the recession risk.
• 11:57
  SPEAKER_00: Now, in my opinion, that's a fairly minor one.
• 12:01
  SPEAKER_00: You can admire my slippers.
• 12:03
  SPEAKER_00: Um, why?
• 12:04
  SPEAKER_00: Because the government is running a$2 trillion deficit and it's very likely to just keep printing money.
• 12:09
  SPEAKER_00: Uh say you have midterms in 2026 and they're gonna want to win it, so therefore, they're gonna do everything in their power to make sure there is plenty of money gushing about around the system.
• 12:19
  SPEAKER_00: That's me being a cynic.
• 12:21
  SPEAKER_00: You might have a different political view on that.
• 12:22
  SPEAKER_00: I respect that.
• 12:23
  SPEAKER_00: Just I'm a cynic.
• 12:24
  SPEAKER_00: You can't really do much with a cynic.
• 12:26
  SPEAKER_00: The good thing with the cynic is we have very low expectations.
• 12:29
  SPEAKER_00: We don't really expect things from governments, you see.
• 12:31
  SPEAKER_00: But if you go back to what they're doing right now, reserve management or liquidity operations, or some sort of fancy name, at the end of the day, they're printing more money, and that is bullish for risky assets.
• 12:44
  SPEAKER_00: I've been telling you about this for a while.
• 12:46
  SPEAKER_00: If you've been paying attention, you're probably quite happy right now.
• 12:49
  SPEAKER_00: If you haven't, well, you could do a couple of things.
• 12:51
  SPEAKER_00: You could subscribe to the channel.
• 12:53
  SPEAKER_00: The weirder things have happened.
• 12:54
  SPEAKER_00: You could go and book a free call with freedig's friends.org slash freedom and actually learn more about what our mentorship program looks like.
• 13:01
  SPEAKER_00: Um, it's a program for serious investors and not for people who want to get rich by Friday, because we actually teach you how it works so that you are independent, you no longer need us.
• 13:10
  SPEAKER_00: You can then spread that joy and that knowledge with people around you, your children and everybody else.
• 13:15
  SPEAKER_00: That's really the goal.
• 13:16
  SPEAKER_00: Now, why do we do this information?
• 13:18
  SPEAKER_00: Stay invested, don't sit on the sidelines.
• 13:20
  SPEAKER_00: Cash is terrible right now.
• 13:22
  SPEAKER_00: Rates are gonna come down, cash is gonna lose.
• 13:25
  SPEAKER_00: Uh so you want exposure to risk assets, stocks, real estate, maybe you know, crypto if you're aggressive, whatever.
• 13:32
  SPEAKER_00: Um, but I would focus on quality stocks.
• 13:36
  SPEAKER_00: I would um focus on quality growth stocks.
• 13:39
  SPEAKER_00: I would stay close away from the meme stuff because the rubbish stocks eventually just carry more risk.
• 13:45
  SPEAKER_00: So tech, software, AI-related stuff, but just stay away from the garbage.
• 13:50
  SPEAKER_00: That's really what I would recommend.
• 13:51
  SPEAKER_00: Um, we have a free community actually where we have a garbage filter.
• 13:55
  SPEAKER_00: It's called Better Stocks GPT, uh, that'll tell you whether a stock is garbage.
• 13:59
  SPEAKER_00: Uh you can check that out.
• 14:00
  SPEAKER_00: There's a link down below, FelixFrenzer.resource.
• 14:02
  SPEAKER_00: And then in there you'll find a link to this thing called Better Stocks GPT, which is what I built, and it's got all the data of all the major stocks.
• 14:09
  SPEAKER_00: But you may also want to be prepared for inflation.
• 14:12
  SPEAKER_00: This is a double-edged sword here, right?
• 14:14
  SPEAKER_00: Inflation is going to come, come and hit you in the face.
• 14:16
  SPEAKER_00: So gold's been on fire, right?
• 14:18
  SPEAKER_00: Gold's up massively since the Fed meeting.
• 14:20
  SPEAKER_00: It's been up massively all year.
• 14:22
  SPEAKER_00: Silver's on an absolute tear.
• 14:24
  SPEAKER_00: I think there are reasons to believe both are going to continue to outperform.
• 14:28
  SPEAKER_00: Again, we're telling you to buy it, just saying that's what I'm looking up.
• 14:31
  SPEAKER_00: That's what I'm doing.
• 14:32
  SPEAKER_00: And then keep looking at the data.
• 14:34
  SPEAKER_00: The Fed is data dependent, which means they'll make shit up as they go along, right?
• 14:40
  SPEAKER_00: Um, sorry, they um will base it on facts, statistics, right?
• 14:45
  SPEAKER_00: Lies, lies, and statistics.
• 14:46
  SPEAKER_00: That's what I learned when I studied statistics.
• 14:48
  SPEAKER_00: So job reports, inflation data, GDP growth.
• 14:51
  SPEAKER_00: That's kind of what you want to look at.
• 14:52
  SPEAKER_00: Job reports, inflation data, GDP growth.
• 14:54
  SPEAKER_00: And it could be that those data points are completely made up.
• 14:57
  SPEAKER_00: Doesn't really matter.
• 14:57
  SPEAKER_00: They're the data points that they're gonna have to pretend to act against.
• 15:01
  SPEAKER_00: The most important one there is just inflation.
• 15:03
  SPEAKER_00: If inflation goes too hot, they are gonna slow down.
• 15:06
  SPEAKER_00: And that won't be good for you and me if we have lots of assets.
• 15:10
  SPEAKER_00: If you are somebody who has mostly a salary, you live paycheck to paycheck, you're gonna want to hope that this inflation story is wrong and that inflation is gonna come down because you're getting poorer every single day.
• 15:20
  SPEAKER_00: But the big picture is that this the Fed is back to printing money.
• 15:24
  SPEAKER_00: They're calling it something weird.
• 15:26
  SPEAKER_00: So position yourself accordingly, would be my advice.
• 15:29
  SPEAKER_00: What that accordingly is, you're gonna have to decide yourself because I don't give you financial advice.
• 15:33
  SPEAKER_00: I hope this has been useful.
• 15:34
  SPEAKER_00: I wanted to give you a quick update here because I think this is that important.
• 15:38
  SPEAKER_00: And um, if you're serious, book yourself a call.
• 15:41
  SPEAKER_00: Find out what mentorship would look like, um, how it's structured.
• 15:45
  SPEAKER_00: As I say, it's for serious investors.
• 15:47
  SPEAKER_00: Uh, it's probably not for complete newbies, um, although we do take complete newbies, but by that I mean you're gonna need a little bit of a portfolio to make that actually make sense.
• 15:55
  SPEAKER_00: So I wish you all the best.
• 15:57
  SPEAKER_00: Take care.