Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - Leaked: FED’s Massive Bailout 🔴Live + Stock Market News 10 July 2025

Transcript

Felix Prehn - Leaked: FED’s Massive Bailout 🔴Live + Stock Market News 10 July 2025 · Felix Nikolas Prehn's Podcast

• 0:00
  Speaker 1: Winston here, and yesterday's Fed announcements went completely under the radar and nobody's talking about this and it's baffling because it's literally the biggest piece of news we've had since the COVID bailout from the Fed and that might sound like a big promise, but I'm going to walk you through this and there's a slight warning here.
• 0:22
  Speaker 1: This is going to get a little technical for the first couple of minutes, but understanding this will change your view of the market literally forever, says Winston.
• 0:33
  Speaker 1: So I'm going to share my screen with you here and pop this on here.
• 0:37
  Speaker 1: So what's it saying?
• 0:38
  Speaker 1: It's saying and this is a little weird language, but it's basically saying let's show you a chart in a second to make this even more transparent.
• 0:43
  Speaker 1: But let me just give you the first-hand data first.
• 0:45
  Speaker 1: They're saying that since balance sheet runoff commenced and that's code for allegedly money shredding right, that's what they call that money shredding so the Fed can print again, shred money.
• 1:01
  Speaker 1: And now they're this is a glorious sentence.
• 1:04
  Speaker 1: As a percentage of GDP, the portfolio has declined to close to where it had been at the start of the pandemic and they're basically saying that they didn't print any money because there is no money printed.
• 1:22
  Speaker 1: They're back to where we were if you take GDP growth into account to the beginning of the pandemic.
• 1:28
  Speaker 1: Now, this, my friends, and I'll make this as big as humanly possible and I'm going to take a screenshot of this because this boggles the mind to understand this.
• 1:37
  Speaker 1: This little green line here is money, literally just good old money.
• 1:44
  Speaker 1: How much money is there?
• 1:46
  Speaker 1: And I'm talking US dollars, I'm always talking US dollars.
• 1:48
  Speaker 1: Nobody cares of any of the monkey currencies that you might be dealing in.
• 1:51
  Speaker 1: Us dollars do any one that matters?
• 1:53
  Speaker 1: And we went from this is where COVID breakout kind of happened and we went from about 15 trillion Bear with me for a second on this.
• 2:05
  Speaker 1: This is really, really, really important.
• 2:07
  Speaker 1: It went from 15 trillion to the top here, about 22 trillion.
• 2:13
  Speaker 1: So somebody enjoyed the money printer quite a lot and they added $7 trillion to money.
• 2:21
  Speaker 1: They added $7 trillion to money.
• 2:24
  Speaker 1: Now, where does that money go?
• 2:26
  Speaker 1: Well, that money goes to wherever it can generate the highest return.
• 2:31
  Speaker 1: A lot of that money went into the stock market, which is why we've had such a glorious time.
• 2:34
  Speaker 1: I'll show you that in a second.
• 2:35
  Speaker 1: But where are we right now?
• 2:38
  Speaker 1: Well, this is now and where are we?
• 2:41
  Speaker 1: Well, we're at pretty much exactly the top of the money printing madness and this whole idea that they shredded a little bit of money.
• 2:51
  Speaker 1: Well, they did that.
• 2:52
  Speaker 1: Then the bank started to fail and then they sort of undid it.
• 2:55
  Speaker 1: So they haven't shredded a cent.
• 2:58
  Speaker 1: All the money they've printed is there and if Donald Trump gets his way, which is very likely next year, they're going to start printing money again.
• 3:09
  Speaker 1: Now, why does this matter?
• 3:10
  Speaker 1: To you Seems like a fairly abstract concept about random trillions of money.
• 3:15
  Speaker 1: Well, let me show you one more chart, and I'm sorry this is a little bit more sort of technical than perhaps some people would like, but understanding this will either make you a lot of money or, if you don't understand this, you are utterly clueless, like most people.
• 3:33
  Speaker 1: That purple line there let me get a purple pen is what?
• 3:38
  Speaker 1: What's that purple line?
• 3:39
  Speaker 1: It's the NASDAQ QQQ, qqq, the start of the pandemic, when Bill became happy and where we are right now.
• 3:56
  Speaker 1: Do you notice something?
• 3:58
  Speaker 1: That the market basically moves in line with how much money there is out there.
• 4:03
  Speaker 1: So I'm sorry to say you're not a genius.
• 4:07
  Speaker 1: I'm not a genius.
• 4:09
  Speaker 1: Winston is, of course, a genius, but most of us?
• 4:12
  Speaker 1: If you are in index funds and you made a lot of money, this is why it's money printing.
• 4:18
  Speaker 1: Nothing else.
• 4:19
  Speaker 1: Nothing else really matters in the long term other than how much money there is and therefore, that's what the stock market's going to do.
• 4:28
  Speaker 1: Now, knowing that and knowing what Trump plans to do, what are you going to do?
• 4:32
  Speaker 1: Well, you have two choices.
• 4:34
  Speaker 1: You could either just buy the index and go we're going to have a great what is it now?
• 4:39
  Speaker 1: Another three years or something, three and a half years, very likely or you could understand that there is a difference between good stocks and bad stocks.
• 4:50
  Speaker 1: So, since the pandemic, the QQQ, nasdaq right, those of you don't know what QQQ is, nasdaq even that.
• 5:02
  Speaker 1: This is since COVID Sorry, I have to keep bringing that up the NASDAQ to 209%.
• 5:09
  Speaker 1: This is NVIDIA.
• 5:12
  Speaker 1: A bit of an extreme example perhaps, but it's a good example of most stocks did less than 209%, but the good stocks did 500%, 800%, 1,000% or a lot more.
• 5:29
  Speaker 1: The difference is, this is what most people make, if they can stay invested and they don't bottle out and they don't do something.
• 5:36
  Speaker 1: You know a little moronic, and if you do do something moronic, it isn't your fault.
• 5:43
  Speaker 1: You haven't been taught how to manage money, but this is what the smart people are doing, not necessarily that number, but more.
• 5:50
  Speaker 1: Do you see what I'm saying?
• 5:52
  Speaker 1: So if you are interested in potentially moving yourself from this side, which is most, most is average, right, average is.
• 6:04
  Speaker 1: I don't really like average.
• 6:06
  Speaker 1: I'm not really somebody who goes for average.
• 6:09
  Speaker 1: We kind of go for extraordinary around here, which is why Winston's so cute, right, he deserves an extraordinary life.
• 6:16
  Speaker 1: He's enjoyed monsoon rains today, which is why he looks so happy.
• 6:21
  Speaker 1: And if you want to live an extraordinary life, you have to move in the direction of the smart money.
• 6:28
  Speaker 1: And the smart money understands how to pick those stocks, which sectors are going to outperform right now and which stocks are likely to outperform.
• 6:36
  Speaker 1: And we have some risk management, because something crazy is going to happen again for sure.
• 6:41
  Speaker 1: Guaranteed right.
• 6:42
  Speaker 1: There's also a way we can make money out of that one.
• 6:44
  Speaker 1: So does that give you some value to really understand what the heck's going on out here?
• 6:51
  Speaker 1: And a lot of the noise out there is just kind of noise.
• 6:54
  Speaker 1: It's just sort of fugazi.
• 6:55
  Speaker 1: So somebody like Tom Lee, bless his soul.
• 6:58
  Speaker 1: He goes on TV and says everything is going to go up Well in the long run.
• 7:03
  Speaker 1: Of course he's right, right, and that's what most people are shouting, but they have zero kind of edge differentiation.
• 7:09
  Speaker 1: They just know things are going to go up.
• 7:12
  Speaker 1: And kind of edge differentiation.
• 7:14
  Speaker 1: They just know things are going to go up and then they try to be in whatever is the latest thing.
• 7:15
  Speaker 1: You got some value out of that.
• 7:16
  Speaker 1: Put a one in the chat.
• 7:17
  Speaker 1: My friends and Winston will appreciate that and do a little bit more research on that sort of scale there.
• 7:26
  Speaker 1: Bobby says 99% of people are afraid to buy any stocks outside their mutual funds.
• 7:30
  Speaker 1: And yeah, it's because Wall Street makes a lot of money out of those mutual funds, all those ETFs, right?
• 7:34
  Speaker 1: So yeah, absolutely.
• 7:36
  Speaker 1: And that's why I love you guys, because you are actually willing to look into something that's maybe a little off-putting at first, maybe a little scary at first, maybe a little hard to understand at first, right?
• 7:47
  Speaker 1: So if you want to do that, I'll do one better for you.
• 7:51
  Speaker 1: There's a link down below as well.
• 7:55
  Speaker 1: I'll run a 90 minute live trading session for you guys on saturday.
• 8:00
  Speaker 1: I'll teach you how we trade, how we just do everything we do.
• 8:04
  Speaker 1: On sundays.
• 8:04
  Speaker 1: I do nothing all week, nothing at all.
• 8:06
  Speaker 1: I'm the most boring trader in the world.
• 8:09
  Speaker 1: I do very, very little.
• 8:10
  Speaker 1: And it's free of charge and it's going to give you at the very least, literally, if you only pay attention in the first like half hour of it, you will never have a big loss again, like never, ever have one of those stocks that's down 50%, 60%, 70%.
• 8:28
  Speaker 1: It'll never happen to you again.
• 8:29
  Speaker 1: I can guarantee you that.
• 8:30
  Speaker 1: So come and learn with us.
• 8:32
  Speaker 1: Felixfrenzorg slash webinar.
• 8:33
  Speaker 1: If you're going to join us on Saturday, put a W for webinar in the chat, or a W for Winston.
• 8:39
  Speaker 1: Perhaps he enjoys these sessions.
• 8:42
  Speaker 1: He always joins us about these.
• 8:43
  Speaker 1: How do you feel about uranium stocks?
• 8:46
  Speaker 1: Feelings have relatively little to do with it, my friend, but we can, of course, have a look at the chart.
• 8:52
  Speaker 1: I actually I think it wasn't looking that bullish today, but we can have a look at it.
• 8:56
  Speaker 1: We can have a look at some of the uranium plays out there.
• 8:59
  Speaker 1: Loving the w's there, poders flying, brilliant, uh, www, win.
• 9:10
  Speaker 1: Indeed.
• 9:11
  Speaker 1: That's what this is all about, isn't it?
• 9:12
  Speaker 1: It's just it's about winning for yourself, winning for your family.
• 9:15
  Speaker 1: That's, ultimately what this is about.
• 9:17
  Speaker 1: Now I'll give you another piece of positive news.
• 9:19
  Speaker 1: Basically, there is going to be free money.
• 9:21
  Speaker 1: Now there's a problem with the free money, right why?
• 9:25
  Speaker 1: It makes the rich richer, it makes the poor poorer.
• 9:27
  Speaker 1: That's what the free money does, because it creates inflation.
• 9:29
  Speaker 1: So if you're a salary man, then your salary is worth less and less and less and less.
• 9:34
  Speaker 1: But if you are a stock owner or an asset owner you know, talk, properties, that sort of thing it's good news for you.
• 9:41
  Speaker 1: So you might want to shift your focus on becoming a bigger asset owner, and that's what I realized, kind of thankfully, somewhat early on, as I pop open my equivalent of a.
• 9:54
  Speaker 1: This is my champagne.
• 9:55
  Speaker 1: Basically, if I could open this, that's a big, if isn't it?
• 9:59
  Speaker 1: Bloody thing.
• 10:01
  Speaker 1: Costs more than a bottle of champagne, actually.
• 10:04
  Speaker 1: But it's healthy.
• 10:06
  Speaker 1: It's Gak Juice.
• 10:07
  Speaker 1: The official sponsor of this channel we have no sponsors, by the way, ever, ever, ever.
• 10:12
  Speaker 1: So if you ever think, oh, did this company pay him, or is he, you know whatever, promoting this?
• 10:17
  Speaker 1: No, no, we don't do that around here.
• 10:19
  Speaker 1: Why not?
• 10:19
  Speaker 1: Don't have to.
• 10:20
  Speaker 1: So why bother, right?
• 10:22
  Speaker 1: So this little chart here shows you the macro conditions, the financial market conditions, and I never seen red color champagne before.
• 10:39
  Speaker 1: No, it's juice I don't drink Down here means we have easy money conditions.
• 10:47
  Speaker 1: That green doesn't really pop very well.
• 10:49
  Speaker 1: That blue, it's blue.
• 10:51
  Speaker 1: Everything is green through my glasses.
• 10:53
  Speaker 1: That's how you become successful in the market.
• 10:57
  Speaker 1: Put on yellow glasses.
• 10:58
  Speaker 1: We are at very, very, very easy land, and what does that mean?
• 11:03
  Speaker 1: Well, it means that it's easy for the market to go up.
• 11:07
  Speaker 1: That's essentially what it is.
• 11:08
  Speaker 1: So we're just in very, very easy land in terms of money, and that's thanks to the Fed.
• 11:12
  Speaker 1: They're printing that stuff, so learn how to take advantage of it, my friends.
• 11:16
  Speaker 1: There's a link down below.
• 11:17
  Speaker 1: There's a link in the chat.
• 11:18
  Speaker 1: I'll put it in here for you again and come and join us.
• 11:21
  Speaker 1: Put a W in the chat once you've signed up for the webinar as well, so we can all see it and you can use that empty bottle as a pillow for for winston.
• 11:32
  Speaker 1: No, no, he deserves a proper pillow, doesn't he actually?
• 11:33
  Speaker 1: He's a.
• 11:33
  Speaker 1: It's pretty warm here.
• 11:33
  Speaker 1: We live in a subtropical climate, so he often prefers the wooden floors, which is what his cheeks are resting on, because they're a little bit cooler than anything else.
• 11:49
  Speaker 1: Mp, mp materials has taken off.
• 11:51
  Speaker 1: All right, let's have a look at a couple of stocks.
• 11:52
  Speaker 1: Then here is the pre-market which is looking tesla two percent up it's kind of irrelevant at this point.
• 11:59
  Speaker 1: Oracle 1.6 percent up.
• 12:00
  Speaker 1: Nvidia, abgo up nvidia now a four trillion dollar company amd up 3.4 percent.
• 12:06
  Speaker 1: That's going to make us some nice money, which is good.
• 12:08
  Speaker 1: Apple down some more, which it deserves.
• 12:11
  Speaker 1: But yeah, look at this, it's four trillion, four freaking trillion.
• 12:14
  Speaker 1: Right, and um doesn't mean it's overvalued, doesn't mean it's too high as we need to come down.
• 12:19
  Speaker 1: No, no, no.
• 12:20
  Speaker 1: At all-time highs it is easier to go higher than lower now mp materials well with trump's.
• 12:28
  Speaker 1: Higher than lower Now MP materials well, with Trump's wow, look at that gap up with Trump's clamp down on copper and stuff like that and basically China using their.
• 12:43
  Speaker 1: I was reading a lot about that today.
• 12:44
  Speaker 1: Actually, there is just a shortage of certain rare earths that you can pretty much at present only get in China, so they have a bit of a leverage there and they're using it in the trade war and therefore alternative suppliers most actually seem to be in Australia, but NP Materials is an American one are flying, I would say.
• 13:02
  Speaker 1: Is there any other news on this one other than that?