Latest / Earn Your Leisure / War Stocks That Congress Is Buying
Transcript
- 0:00Speaker 1: An illegal alien from Guatemala charged with raping a child
- 0:03Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
- 0:07Speaker 1: accused of murdering a Texas man of Venezuelan charged with
- 0:11Speaker 1: filming and selling child pornography in Michigan. These are just
- 0:15Speaker 1: some of the heinous migrant criminals caught because of President
- 0:19Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
- 0:23Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
- 0:28Speaker 1: crossings are at the lowest levels ever recorded, and over
- 0:31Speaker 1: one hundred thousand illegal aliens have been arrested. If you
- 0:35Speaker 1: are here illegally, your next you will be fined nearly
- 0:39Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
- 0:43Speaker 1: never return. But if you register using our CBP home
- 0:46Speaker 1: app and leave now, you could be allowed to return legally.
- 0:50Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
- 0:55Speaker 1: border and families will be protected.
- 0:57Speaker 2: Sponsored by the United States Department of Homeland Security.
- 1:00Speaker 3: Let's talk about war related investments. There's a few of them.
- 1:07Speaker 3: What does this mean? Like this is like military companies,
- 1:10Speaker 3: that's military supply companies.
- 1:13Speaker 4: Yeah, or have exposure to defense or war there's a
- 1:19Speaker 4: hedge if a war breaks out.
- 1:20Speaker 5: These are some of the ones that you can potentially
- 1:22Speaker 5: invest in.
- 1:24Speaker 3: All right, So there's a few of them. You want
- 1:27Speaker 3: to go through them, and one of them is GD.
- 1:30Speaker 4: Yeah, General Dynamics is one of I would say that
- 1:33Speaker 4: it's best to breed. So if I'm looking at it
- 1:34Speaker 4: right now, it's at two and thirty eight dollars. I
- 1:39Speaker 4: like this stock a lot, so since two thousand and eight.
- 1:43Speaker 4: I mean it was at forty one bucks in two
- 1:45Speaker 4: thousand and nine, great return. I do like General Dynamics
- 1:48Speaker 4: a lot. If we go into a war, or if
- 1:51Speaker 4: we stay in this environment where things are tested, between
- 1:55Speaker 4: the Israeli conflict, China and Taiwan, and Ukraine in Russia.
- 2:03Speaker 3: Well you say when we go into war, what do
- 2:06Speaker 3: you mean by that?
- 2:08Speaker 4: I mean, well, America, I think since inception has only
- 2:11Speaker 4: been out of war seventeen years, so we always are
- 2:13Speaker 4: fighting some conflict or have some kind of allies that
- 2:15Speaker 4: are in a conflict, and it does have an impact
- 2:18Speaker 4: on our economy as a result. So not the word
- 2:22Speaker 4: like in a direct war if you will, but the
- 2:24Speaker 4: Russia Ukraine conflict, which I won't go into too much
- 2:28Speaker 4: let's have an impact on our economy, and we're putting
- 2:30Speaker 4: way too much money into Ukraine.
- 2:32Speaker 5: I always say it like, while we're deploying billions of.
- 2:35Speaker 4: Dollars, we have homeless people in every major city that
- 2:38Speaker 4: are going through an economic crisis that they've never seen
- 2:41Speaker 4: since two thousand and eight. So if the capital is leaving,
- 2:45Speaker 4: even though we may not have boots on around, it
- 2:47Speaker 4: is still technically our war.
- 2:51Speaker 6: So if that's the case, right, I mean, that's a
- 2:53Speaker 6: pretty interesting statistic. We'll always find somebody. You talked about
- 2:56Speaker 6: that company. What are your thoughts on a company like Raytheon,
- 2:59Speaker 6: who's pretty much the mission is to fund and create missiles,
- 3:05Speaker 6: create technology around defense systems. What are your thoughts of
- 3:08Speaker 6: having something like that in a portfolio long term? When
- 3:11Speaker 6: we talked about companies that we should be looking at defense, right,
- 3:15Speaker 6: is one of those things if we're.
- 3:16Speaker 5: Talking about what in these times? So what's your thoughts
- 3:18Speaker 5: around a company like that?
- 3:20Speaker 4: I like rayth at fifty seven bucks or if I
- 3:22Speaker 4: can get it a sixty five stable company, you can
- 3:26Speaker 4: argue there are some companies that give better returns, but
- 3:28Speaker 4: it's one of those ones you don't have to think
- 3:29Speaker 4: about General Dynamics for going that same UH portfolio, and
- 3:34Speaker 4: then of course Exxon. If war increases, the profitability of
- 3:40Speaker 4: oil based companies are going to go up as well.
- 3:42Speaker 5: So I like those three as a parent.
- 3:45Speaker 4: Raything on General Dynamics xxon it's like a military old
- 3:49Speaker 4: war based hedge portfolio.
- 3:51Speaker 6: So that's like it's only ETF you just created pretty much. Yeah,
- 3:55Speaker 6: we're gonna call it the defense ETF. So you got
- 3:57Speaker 6: some oil stocks, you got some machinery stocks, and you
- 4:00Speaker 6: got some defense system stocks inside of it.
- 4:02Speaker 4: Yeah, I mean, because the thing is like, no matter
- 4:05Speaker 4: what happens in the economy, your job as an investor
- 4:09Speaker 4: and a person that is battling the recession independently, you
- 4:14Speaker 4: have to know how to make money regardless of what
- 4:15Speaker 4: market that you're in.
- 4:16Speaker 5: The thing that makes.
- 4:17Speaker 4: Luca real dope, Kyrie real dope, kd real dope Lebron
- 4:21Speaker 4: they can get a bucket in any scenario. So if
- 4:25Speaker 4: you're not able to do so with your portfolio and
- 4:27Speaker 4: your business, you're going to be in a tough spot.
- 4:32Speaker 4: I would ask Chevron to that tick her CVX to
- 4:34Speaker 4: their portfolio as well, and that would be the four
- 4:36Speaker 4: that I will look at to round out by defense
- 4:39Speaker 4: portfolio if the political climate is favorable of more wars.
- 4:46Speaker 6: All right, so we got CVX, we got gd we
- 4:50Speaker 6: got XM, and would you add Chevron, would you operate
- 4:55Speaker 6: out of there?
- 4:56Speaker 2: So rtxcide it as well.
- 4:59Speaker 4: Yeah, absolutely, because it keeps on all two tachtooon dex
- 5:02Speaker 4: what else I'm like, I get people want diversity.
- 5:05Speaker 5: Sometimes diversity is overrated.
- 5:06Speaker 4: But if we're going to be in like a warlike scenario,
- 5:10Speaker 4: and often wars happen when money is not flowing as readily,
- 5:14Speaker 4: people are fighting for less resources. Like when money was
- 5:18Speaker 4: flowing and everything was fine, we didn't have the formation
- 5:21Speaker 4: of bricks moving as fast and all of these wars
- 5:24Speaker 4: and talks of Taiwan being taken over by China, like
- 5:26Speaker 4: we had a lot less threats. When the money is
- 5:29Speaker 4: not flowing, that is going to lead to a lot
- 5:32Speaker 4: more warlike scenarios that we have to face.
- 5:34Speaker 6: Yeah, and you got another company inside there, because war
- 5:36Speaker 6: looks different than these times in the days fortinate, which
- 5:39Speaker 6: is more of a cyber security type. So about that
- 5:43Speaker 6: having that as part of the I guess if we're
- 5:45Speaker 6: creating this war based ETF, having a cybersecurity component as well.
- 5:49Speaker 4: You have to have one because at some point a
- 5:51Speaker 4: lot of the tax are going to be digital and
- 5:55Speaker 4: internet base and not just boots on the ground. Even
- 5:57Speaker 4: when the thing happened in Casars, my first thought was, man,
- 6:00Speaker 4: what if an enemy combatan got a hold of seven
- 6:03Speaker 4: or eight of our biggest companies and drain them or
- 6:06Speaker 4: held them up for ransom to get billions.
- 6:08Speaker 5: Of dollars out of them.
- 6:08Speaker 4: You have to be protected and look at every side
- 6:12Speaker 4: of the game to see where, if this does break out,
- 6:15Speaker 4: how you can protect yourself and be able to make
- 6:17Speaker 4: money for you and your family.
- 6:20Speaker 5: Okay, got you?
- 6:21Speaker 6: And for those that are taking notes, because I know
- 6:23Speaker 6: a lot of people write down their notes, fortinate to
- 6:25Speaker 6: take it as FTNT FTNT.
- 6:29Speaker 4: I would keep that on the watch list. It's not
- 6:31Speaker 4: one that I will put.
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- 8:24Speaker 1: An illegal alien from Guatemala charged with raping a child
- 8:27Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
- 8:31Speaker 1: accused of murdering a Texas man of Venezuelan charged with
- 8:36Speaker 1: filming and selling child pornography in Michigan. These are just
- 8:40Speaker 1: some of the heinous migrant criminals caught because of President
- 8:43Speaker 1: Donald J. Trump's leadership. I'm Christine Noman, the United States
- 8:47Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
- 8:52Speaker 1: crossings are at the lowest levels ever recorded, and over
- 8:55Speaker 1: one hundred thousand illegal aliens.
- 8:57Speaker 2: Have been arrested.
- 8:58Speaker 1: If you were here ille your next you will be
- 9:02Speaker 1: fine nearly one thousand dollars a day. Imprisoned and deported,
- 9:06Speaker 1: you will never return. But if you register using our
- 9:10Speaker 1: CBP home app and leave now, you could be allowed
- 9:13Speaker 1: to return legally. Do what's right. Leave now. Under President
- 9:17Speaker 1: Trump America's laws, border and families will.
- 9:21Speaker 2: Be protected sponsored by the United States Department of Homeland Security.
- 9:24Speaker 4: But it is number one for all of you who
- 9:25Speaker 4: like to do review videos. But I will put it
- 9:27Speaker 4: on a watch list. Review how much money you have?
- 9:32Speaker 4: Kind Shaddy Todd of me today, Review your ascount.
- 9:41Speaker 5: Account review.
- 9:43Speaker 4: Yes, yeah, I mean also to like house Speaker got
- 9:47Speaker 4: kicked out. The tresery bond market I've been talking about
- 9:50Speaker 4: is one of the worst crashes in history. Since March
- 9:52Speaker 4: twenty twenty, T bonds with a maturity of ten years
- 9:56Speaker 4: or more have.
- 9:56Speaker 5: Fallen forty six percent. This buyer route is worse.
- 10:01Speaker 4: Than the one we saw in nineteen eighty one, where
- 10:03Speaker 4: the yields almost his sixteen percent. Small bankruptcies have been rising.
- 10:06Speaker 4: We are in a different environment. It's like the bond
- 10:10Speaker 4: market is supposed to be a beacon of safety and
- 10:13Speaker 4: it's performing like the two thousand dot com crash. That's
- 10:18Speaker 4: troubling if you've been in a sixty forty portfolio the
- 10:21Speaker 4: last five years. Tough crypto fl T bonds, feil, Airbnb
- 10:26Speaker 4: got litigated out the market. Podcasts are felt like, but
- 10:30Speaker 4: you have to find a way to be profitable and
- 10:31Speaker 4: get a bucket in every market. This is why practice
- 10:34Speaker 4: is really important if you're going to trade. That's why
- 10:36Speaker 4: I know I'm gore to get in on crypto at
- 10:38Speaker 4: the right price. It's key prices presume overall. And I
- 10:42Speaker 4: know sometimes it may feel like we're coming off to
- 10:44Speaker 4: be salacious.
- 10:46Speaker 5: It's not that, but like.
- 10:47Speaker 4: There's signs of the times that are happening in real
- 10:49Speaker 4: time that the economy is turning, and we don't see
- 10:53Speaker 4: light at the end of the tunnel yet.
- 10:54Speaker 5: Leadership bad interest rates are high.
- 10:57Speaker 4: The Fed looks scared when they talk, no real like
- 11:01Speaker 4: signed to know if things are going well. Look at
- 11:03Speaker 4: the Federal chairman, Reserve chairman, and see how confident he
- 11:06Speaker 4: is when he's speaking, or if he's telling you through
- 11:08Speaker 4: his body language that things are going to be tough
- 11:10Speaker 4: for a little bit of time to come. If the
- 11:12Speaker 4: Fed chair is concerned, you have to get prepared. I'm
- 11:18Speaker 4: not just to scare anybody. If I made you money,
- 11:21Speaker 4: please put us in chat. But when I'm looking at
- 11:23Speaker 4: this as an investor, usually we have three or four
- 11:25Speaker 4: of these things happened at the time. We now have
- 11:28Speaker 4: them all happening in succession at one time happening, and
- 11:32Speaker 4: everyone's acting like everything's okay, and it's not.
- 11:37Speaker 3: So there's a tweet out there saying that Congress has
- 11:39Speaker 3: been buying defense stocks.
- 11:41Speaker 5: Mm hmm.
- 11:42Speaker 3: What to make of that?
- 11:44Speaker 4: They're playing the playing within the rules of the game.
- 11:47Speaker 4: Shout out to Queen Pelosi, the greatest trader of all traders.
- 11:50Speaker 4: If they're buying defense stocks actively, it tells you that
- 11:54Speaker 4: a war probably could break out.
- 11:56Speaker 3: Well garifat or is it just a twitter rumor?
- 12:00Speaker 5: It's been fair.
- 12:00Speaker 4: You can go to center Stockwatch, I have no affiliation.
- 12:03Speaker 4: You can go to Stockwatch, quiver Quant. You can go
- 12:06Speaker 4: there and see what they're actively buying.
- 12:09Speaker 5: It's true.
- 12:10Speaker 4: It's true hypothetically like whenever these bills are about to
- 12:14Speaker 4: get passed or we're about to go to war, they
- 12:16Speaker 4: just know a couple of weeks in advance with to.
- 12:18Speaker 5: Buy six months out. Yeah.
- 12:22Speaker 4: So, and that's also another signal of what could come,
- 12:26Speaker 4: because if they're hedging with that when this wasn't normally
- 12:30Speaker 4: the hedge.
- 12:31Speaker 5: Normally it was.
- 12:32Speaker 4: Tesla calls and video calls and Apple calls.
- 12:35Speaker 5: And now they're going to defense.
- 12:37Speaker 4: Now they're telling you, hey, this could be coming, or
- 12:40Speaker 4: I got a bug in my ear for what could be?
- 12:43Speaker 2: Do we know what companies that they're actually invested in.
- 12:46Speaker 4: I haven't been able to find me yet, I trust me.
- 12:48Speaker 4: I've been hunting. Hopefully by next week I can find it.
- 12:50Speaker 4: But if not, definitely at the show in Chicago October
- 12:53Speaker 4: twenty second, I will have them for you.
- 12:54Speaker 6: I feel like that's always an interesting part, like, well,
- 12:56Speaker 6: we're here that they're investing in companies. I remember when
- 12:58Speaker 6: they they were doing Apple and they did this me
- 13:00Speaker 6: and when they were you know, they had puts and
- 13:02Speaker 6: they had calls on it. We found out about it
- 13:05Speaker 6: like six months after or four months after, and it
- 13:08Speaker 6: was like they already reaped the benefits they probably got
- 13:10Speaker 6: in and out of these positions, already pulls uh, and
- 13:13Speaker 6: we're just reading about it. So like I wonder if
- 13:16Speaker 6: I know that they're trying to, you know, put laws
- 13:19Speaker 6: in place that you know, Congress and people in political
- 13:22Speaker 6: power can't trade or they shouldn't be allowed to. But
- 13:25Speaker 6: it'd be interesting if they could have them what they're
- 13:28Speaker 6: actually doing. Since they are public figures, you know, they
- 13:32Speaker 6: have influence and they have advantages and having information that
- 13:35Speaker 6: we don't as a republic, if they could have like
- 13:37Speaker 6: a love tick of the things that you know some
- 13:39Speaker 6: of the things that they're actually investing in.
- 13:42Speaker 5: That would be great.
- 13:43Speaker 4: And for everyone who's wondering, they are playing in the
- 13:45Speaker 4: rules since they report it it, it's technically not inside
- 13:48Speaker 4: of trade and if you report it within a certain
- 13:49Speaker 4: amount of time, right, But I will go to quiver
- 13:51Speaker 4: quant Center, to stock Watch, or you can just google
- 13:54Speaker 4: Congress Trades and it's a bunch of sites that will
- 13:57Speaker 4: tell you what they're actively in.
- 14:00Speaker 5: Yeah.
- 14:00Speaker 4: I haven't seen Pelosi uh invest anything yet, but if so,
- 14:04Speaker 4: she is a market maker for me, she said, I
- 14:07Speaker 4: will look.
- 14:07Speaker 6: At Yeah, and she I mean, I feel like her
- 14:10Speaker 6: minimum investment is five hundred thousand dollars every time she
- 14:13Speaker 6: does it anywhere between five hundreds and two million, and
- 14:16Speaker 6: so we're not we're talking thousands and hundreds of thousands
- 14:19Speaker 6: of shares. And when she gets into a company, which
- 14:23Speaker 6: is good to know, right, Like there's some there might
- 14:25Speaker 6: be a piece of legislation that gets passed that's going
- 14:28Speaker 6: to be beneficial for the investment that she's making, or
- 14:31Speaker 6: it could be detrimental. And now she's making puts on
- 14:34Speaker 6: that company, Yeah, which is sort of I mean we
- 14:37Speaker 6: talking about competitive advantage.
- 14:39Speaker 5: That's a good one. That's a hell of a one
- 14:40Speaker 5: and a half. That is a hell of an advantage
- 14:43Speaker 5: to have for sure.
- 14:44Speaker 4: Also it does tell you about position sizing for what
- 14:47Speaker 4: her network is, how much she's risking on every trade,
- 14:50Speaker 4: and also how long she stays in those trades. It's
- 14:52Speaker 4: a good homework assignment that I think everybody should follow,
- 14:55Speaker 4: you know.
- 14:56Speaker 5: Yeah.
- 14:56Speaker 1: An illegal alien from Guatemala charged with raping a child
- 15:00Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
- 15:04Speaker 1: accused of murdering a Texas man of Venezuelan charged with
- 15:08Speaker 1: filming and selling child pornography in Michigan. These are just
- 15:12Speaker 1: some of the heinous migrant criminals caught because of President
- 15:16Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
- 15:19Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
- 15:24Speaker 1: crossings are at the lowest levels ever recorded, and over
- 15:28Speaker 1: one hundred thousand illegal aliens have been arrested. If you
- 15:31Speaker 1: are here illegally, your next you will be fine nearly
- 15:35Speaker 1: one thousand dollars a day, imprisoned and deported, you will
- 15:39Speaker 1: never return. But if you register using our CBP home
- 15:43Speaker 1: app and leave now, you could be allowed to return.
- 15:46Speaker 1: Legally do what's right. Leave now. Under President Trump, America's laws,
- 15:51Speaker 1: border and families will be protected.
- 15:54Speaker 2: Sponsored by the United States Department of Homeland Security,