Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - LEAKED: Banks Just Told Big Clients to BUY THESE Stocks + Stock Market News 02 July 2025

Transcript

Felix Prehn - LEAKED: Banks Just Told Big Clients to BUY THESE Stocks + Stock Market News 02 July 2025 · Felix Nikolas Prehn's Podcast

• 0:00
  Speaker 1: Felix and Winston here and we're live for this pre-market session.
• 0:04
  Speaker 1: I want to make sure that you understand the two most important things for today and probably for the rest of the year.
• 0:10
  Speaker 1: Number one we just got jobs data in which was massively, massively disappointing.
• 0:15
  Speaker 1: I mean a huge, huge, huge, huge miss, and that's important for interest rates and therefore what stocks you might want to buy.
• 0:22
  Speaker 1: And then, secondly you can see Winston's very excited about this part I literally have the list of stocks that probably most important bank on Wall Street is recommending their customers buy and are buying, and normally they don't give that away.
• 0:39
  Speaker 1: But I've got the list.
• 0:39
  Speaker 1: I'm going to share it with you in full because I kind of think that we deserve the same information as Wall Street.
• 0:45
  Speaker 1: If you agree with that, put an A for agree in the chat.
• 0:48
  Speaker 1: If you think that we deserve the same level of information as the buggers on Wall Street, put an A in the chat and I'll try to unearth some more of those kind of nuggets for you and I'll walk you through it and really explain what it means.
• 1:00
  Speaker 1: But also, as I say, give you the full list.
• 1:01
  Speaker 1: Nothing held back here.
• 1:03
  Speaker 1: Winston is obviously the one who sniffed that out.
• 1:06
  Speaker 1: He has a very large nose.
• 1:07
  Speaker 1: I think Albert back there seemed to have helped too.
• 1:10
  Speaker 1: There was a cat in the plant pot, which is never a good idea.
• 1:16
  Speaker 1: Lots of A's here, brilliant guys.
• 1:17
  Speaker 1: So let's jump straight into it.
• 1:19
  Speaker 1: I'm going to share my screen here with you, and this is so.
• 1:27
  Speaker 1: There is two types of jobs data.
• 1:28
  Speaker 1: There is the jobs data that the government makes up sorry publishers and then secondly, there is the data that ADP puts out, and ADP is a private company.
• 1:34
  Speaker 1: It's actually a pretty good business if you want to have a look at their stock.
• 1:37
  Speaker 1: And what do you see?
• 1:39
  Speaker 1: Well, you see that this is now so we've just lost minus 33,000 jobs.
• 1:48
  Speaker 1: And if my drawing skills are a bit pathetic today, it is because one of the cats stole my pen.
• 1:54
  Speaker 1: So I have still a pen pad, but no more pen.
• 1:57
  Speaker 1: So far, it has not rematerialized.
• 2:00
  Speaker 1: I blame Albert.
• 2:01
  Speaker 1: Winston wouldn't do that sort of thing, you see, he's much better than that, but cats will do that for you.
• 2:07
  Speaker 1: And so what does that therefore mean?
• 2:09
  Speaker 1: Well, beginning of an AI-related massive job cull.
• 2:12
  Speaker 1: Because you talk to a lot of the or listen to a lot of the big companies, you sort of CRM type people, you know Salesforce and something they're basically all telling you.
• 2:37
  Speaker 1: Yeah, like 30% of the work now gets done by AI, so you might need 30% less people, right, which is pretty important.
• 2:43
  Speaker 1: Beach bum there.
• 2:49
  Speaker 1: I saw that comment there Very funny.
• 2:50
  Speaker 1: Hopefully not true.
• 2:52
  Speaker 1: So what does it mean?
• 2:53
  Speaker 1: Well, we have less jobs.
• 2:57
  Speaker 1: Wage growth is still pretty flat.
• 3:00
  Speaker 1: So you've got to ask yourself why the heck is the Fed not cutting rates Because they think there's going to be this tariff shock?
• 3:06
  Speaker 1: Well, it would seem that the tariff bad news is also going to be pushed forward further down the road because that July 9 deadline is undoubtedly going to get extended.
• 3:17
  Speaker 1: I think I don't think there'll be that cliff.
• 3:19
  Speaker 1: Why do they have the deadline delayed the first time around if they're going to do it now?
• 3:24
  Speaker 1: So I think the market's a little bit itchy on that one, and I show you just how itchy this is the pre-market.
• 3:31
  Speaker 1: So Tesla is jumping up 6.8%, probably because he said that.
• 3:36
  Speaker 1: What did he say?
• 3:37
  Speaker 1: He said that Trump has actually ended some wars and sort of credit where credit is due, and therefore we're thinking that they're going to be friends for the next three and a half minutes.
• 3:45
  Speaker 1: But big tech is still selling off a little bit here.
• 3:48
  Speaker 1: You can see that Amazon, broadcom, meta, microsoft, nvidia are selling off Still money pouring into Apple.
• 3:55
  Speaker 1: I guess people are just like Apple must be safe.
• 3:56
  Speaker 1: I'm not sure about that one, but it still is.
• 3:58
  Speaker 1: United Health is still crashing.
• 4:00
  Speaker 1: We have a look at some of those in a moment and of course, I'll also answer your questions if you like.
• 4:13
  Speaker 1: But really the key question is from this well, we're going to see a sector rotation.
• 4:14
  Speaker 1: I've been talking about this for months and you need to understand what sector to move into.
• 4:18
  Speaker 1: Otherwise, just holding on to the top stocks isn't really going to help you, because a very small number of stocks will really benefit from what's about to happen.
• 4:26
  Speaker 1: So it is important to understand that and for that very, very reason, I'm going to run a live, free seminar for some of you guys probably about 2,000 of you guys, judging by early interest at 10 am on Saturday, new York time.
• 4:43
  Speaker 1: And if you want to sign up for that, there's a link down below phoenixfriendsorg.
• 4:46
  Speaker 1: You can even scan the barcode at the bottom of the screen.
• 4:50
  Speaker 1: You're getting fancy here, aren't we with technology?
• 4:52
  Speaker 1: There, it is phoenixfriendsorg.
• 4:54
  Speaker 1: It's also pinned to the top of the live chat now.
• 4:57
  Speaker 1: And what would I teach you?
• 4:58
  Speaker 1: How I make money and how I find breakout stocks on sundays?
• 5:02
  Speaker 1: I only trade on sundays um, I don't know if you could hear albert back there, but he seems, um, he seems to disagree with that statement.
• 5:11
  Speaker 1: Now, this is the sort of stuff that Wall Street puts out for institutions, and you will rightly be confused by this, because it looks very, very confusing.
• 5:23
  Speaker 1: But what they're basically showing is how are sectors rotating, how are themes that they're investing in changing?
• 5:31
  Speaker 1: And they keep doing that week by week.
• 5:32
  Speaker 1: They change where their money sits because they're following the market.
• 5:37
  Speaker 1: They're following the big money, they're following the momentum, much like Albert is following Winston here, apparently, and in my humble opinion, this is the easiest and the smartest way to make money.
• 5:51
  Speaker 1: Why?
• 5:52
  Speaker 1: Because we don't have to be right on some sort of pie in the skythe-sky stock pick that they're going to develop something to cure cancer.
• 6:00
  Speaker 1: We just follow the money.
• 6:02
  Speaker 1: And if I show you the next chart here, I'll show you what sectors they're actually in and obviously they're quite a lot in IT, consumer, discretionary, healthcare, financials and then they show you how that's changing.
• 6:17
  Speaker 1: And it still looks very, very confusing.
• 6:19
  Speaker 1: But basically, you see the blue bars here that are green in my glasses, these blue bars, is where they are mostly invested.
• 6:26
  Speaker 1: Software We've been long software.
• 6:28
  Speaker 1: Aerospace and defense We've been long.
• 6:29
  Speaker 1: Aerospace and defense since before the war.
• 6:31
  Speaker 1: Consumer finance we're long on that.
• 6:33
  Speaker 1: Biotech we've been long on that, although we're getting a little iffy on it.
• 6:35
  Speaker 1: Oil and gas we're making money on that.
• 6:37
  Speaker 1: So why am I in the same stocks as Goldman Sachs, one of the smartest, best, biggest investment banks out there?
• 6:44
  Speaker 1: Not because I have a friend there, not because I know what they're doing.
• 6:48
  Speaker 1: It's just because, ultimately, we all follow the same rulebook and the problem is that retail, like you and me and that used to be me we don't have the rule book right, so we don't know what sector to be in unless someone teaches us the rule.
• 7:04
  Speaker 1: So come and join me on Saturday and I'll do that for you and it'll take probably an hour and a half or so.
• 7:09
  Speaker 1: But what they're basically saying is that they are just momentum investors.
• 7:15
  Speaker 1: That's where all the money is.
• 7:16
  Speaker 1: They're just momentum investors and that's essentially what I do is I follow the big money.
• 7:25
  Speaker 1: Now I don't follow it.
• 7:26
  Speaker 1: I actually look for what will very likely trigger the big money to buy something, and then we only buy it if they buy it.
• 7:31
  Speaker 1: That's kind of the secret to that, and I'll explain that to you in more detail on Saturday, 10 am, new York time.
• 7:37
  Speaker 1: But it's very, very simple.
• 7:38
  Speaker 1: I don't need to watch stock charts for it.
• 7:41
  Speaker 1: I don't need to do anything Monday to Friday for it.
• 7:43
  Speaker 1: By the way, I just do this all on a Sunday.
• 7:49
  Speaker 1: So we just set up our trades or our buys or investments it's all the same thing in a smart way.
• 7:51
  Speaker 1: That's very, very simple, and that way we put our money where Wall Street puts their money right Now.
• 7:56
  Speaker 1: I did promise you the full list of their stocks and I'm not going to hold you hostage, so I'm going to give that to you here.
• 8:02
  Speaker 1: Here it is.
• 8:02
  Speaker 1: Can you read that?
• 8:03
  Speaker 1: Okay, let me zoom in on that for you.
• 8:06
  Speaker 1: That is as far, oh no, you can zoom in a bit more.
• 8:10
  Speaker 1: Check screenshots that's what I'd recommend, but you know quite a few of the names here that are on our list, like Robinhood and SoFi, roblox, ge, spotify I remember having quite a lot of these on our buy list too MSTR, and then I'm scrolling down a little bit here.
• 8:29
  Speaker 1: There's a screenshot number two for you guys, if you haven't already.
• 8:31
  Speaker 1: D-wave we talked about that yesterday.
• 8:35
  Speaker 1: Art Show we're in, yeah, yeah, intuitive.
• 8:42
  Speaker 1: For example, ieva here it's one of our big winners over the last couple of weeks.
• 8:46
  Speaker 1: I'm going to scroll down again for screenshot number two.
• 8:49
  Speaker 1: There's IEVA, so that's three.
• 8:51
  Speaker 1: Even so, you can kind of see them and they are basically in order of how heavily they are invested in these guys.
• 8:57
  Speaker 1: Right, and it also gives you, in the middle, the sectors, and I'm not telling you to run out and buy them.
• 9:02
  Speaker 1: This is not my list, this is Goldman Sachs' list.
• 9:04
  Speaker 1: So do with it as you wish, use it as the basis of your research.
• 9:07
  Speaker 1: But I just want to illustrate to you that these guys follow a system, and I'm going to give you the last screenshot.
• 9:15
  Speaker 1: This will be the last screenshot, which isn't oh, this is the stock that everyone's talking about.
• 9:21
  Speaker 1: It's just no, it's a very, very structured, very simple, rule-based thing, and they keep following the same principle we all do and, in my humble opinion, that's what we make money.
• 9:32
  Speaker 1: So it removes the worries, it removes the research, it removes our staring at charts or balance sheets, and all of that because it's a little bit complicated, isn't it?
• 9:43
  Speaker 1: So it's very, very, very that um.
• 9:45
  Speaker 1: Is that useful for you guys?
• 9:47
  Speaker 1: Is that useful, um, if it is put a u in the chat and here is um albert's bottom, um, what are you saying?
• 9:53
  Speaker 1: You think I ever?
• 9:55
  Speaker 1: What did you say it?
• 9:57
  Speaker 1: Sure, imploded yesterday, busted yesterday, says brent.
• 10:00
  Speaker 1: How much was it down yesterday?
• 10:02
  Speaker 1: 24%.
• 10:06
  Speaker 1: So if you bought it when you called it, with our rules, you would now only be up 256%.
• 10:13
  Speaker 1: Oh no, oh my God, you're only 256% up and yeah, that would have been terrible, wouldn't it?
• 10:21
  Speaker 1: Real failure.
• 10:22
  Speaker 1: So, yeah, really terrible stock pick there.
• 10:24
  Speaker 1: That one, eva.
• 10:25
  Speaker 1: Our system does not work.
• 10:27
  Speaker 1: We're only up 256% now on this one.
• 10:29
  Speaker 1: It's absolutely, yeah, total disaster.