Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - Trump Just Opened Up A $1.15 TRILLION Market (Get In Now?) + Stock Market News 23 July 2026

Transcript

Felix Prehn - Trump Just Opened Up A $1.15 TRILLION Market (Get In Now?) + Stock Market News 23 July 2026 · Felix Nikolas Prehn's Podcast

• 0:00
  SPEAKER_00: Winston here just told me that Congress just passed the single largest defense bill in the history of the United States, and he had to lie down on that news.
• 0:08
  SPEAKER_00: And a few days before that, for the first time ever, the US military sent a swarm of robot boats, no humans on board, to attack an enemy naval base.
• 0:21
  SPEAKER_00: They were suicide boats.
• 0:23
  SPEAKER_00: And think about what that means.
• 0:24
  SPEAKER_00: A drone that costs a few thousand dollars can now take out a warship, a radar station, a command center that costs hundreds of millions.
• 0:34
  SPEAKER_00: So that is not a headline.
• 0:36
  SPEAKER_00: It's literally the biggest shift in how wars are fought and funded in 50 years.
• 0:42
  SPEAKER_00: And it is about to move a lot of money.
• 0:46
  SPEAKER_00: Now, I called this about a year ago.
• 0:48
  SPEAKER_00: I named the exact companies, and if you'd put$10,000 into the top name that I'd set, it would have turned into$47,000 at the top.
• 0:58
  SPEAKER_00: So here's the strange part.
• 0:59
  SPEAKER_00: A lot of people who were right about all of this lost money.
• 1:04
  SPEAKER_00: Let me show you why and how to be on the right side of it this time around, because this second opportunity, I believe, is going to be way biggier than the first one.
• 1:14
  SPEAKER_00: And if this is your first time here, my name is Felix.
• 1:16
  SPEAKER_00: This is Winston.
• 1:17
  SPEAKER_00: Winston, sit up.
• 1:18
  SPEAKER_00: Up, up, up, up, up, up, up.
• 1:21
  SPEAKER_00: There he is.
• 1:21
  SPEAKER_00: Say hello.
• 1:22
  SPEAKER_00: And I used to invest in Banker.
• 1:24
  SPEAKER_00: He's just really, really good and he's got a very large nose, so he sniffs, swims around.
• 1:28
  SPEAKER_00: And today we run the GOAT Academy, where my retired Wall Street mentors teach regular people the exact strategies the big institutions use.
• 1:36
  SPEAKER_00: I've taught over 26,000 people in the last six years.
• 1:40
  SPEAKER_00: We take no sponsors.
• 1:41
  SPEAKER_00: I'm not here to sell you some fund.
• 1:43
  SPEAKER_00: I'm here to give you the financial education you actually deserve.
• 1:47
  SPEAKER_00: So you can spend more time with your hound if you've got one or you know any kind of family will do.
• 1:53
  SPEAKER_00: But, you know, hounds are pretty good, aren't they?
• 1:56
  SPEAKER_00: Now, I'm gonna cover a ton of stuff.
• 1:58
  SPEAKER_00: I've read all the institutional research reports there, uh, and I'm gonna put all of that information into a free research report for you, which you can download at felixfriends.org slash UAV.
• 2:10
  SPEAKER_00: Links down below in the description.
• 2:13
  SPEAKER_00: So you can download it and you can follow along or you can read it later.
• 2:17
  SPEAKER_00: So let's start with why this is happening.
• 2:21
  SPEAKER_00: Because for 70 years, the way you won a war was a simple spend more money, build bigger, more expensive machines, fighter jets, aircraft carriers, you know, a missile that costs a million dollars a shot.
• 2:34
  SPEAKER_00: And then something broke the whole idea.
• 2:37
  SPEAKER_00: Cheap drones.
• 2:38
  SPEAKER_00: And the math that has every general and every defense investor rattled is the following: An enemy can send a drone that costs maybe a thousand dollars to shoot down.
• 2:51
  SPEAKER_00: An enemy can send a drone that costs maybe a thousand dollars, and to shoot it down, you fire an interceptor missile that costs over a million.
• 2:59
  SPEAKER_00: So, yeah, you sort of win the battle, but you definitely lose in the bank.
• 3:05
  SPEAKER_00: Because if you do that a few hundred times, you spend more shooting down toys than they spend building them.
• 3:10
  SPEAKER_00: And this is what it's called asymmetric warfare.
• 3:14
  SPEAKER_00: It is the single most important idea we've seen.
• 3:17
  SPEAKER_00: Maybe you don't want to invest in defense dogs, so I said we also respect that.
• 3:20
  SPEAKER_00: There are civilian applications too, of course, of course, for this, but a lot of this is going to be defense.
• 3:25
  SPEAKER_00: Cheap now beats expensive.
• 3:27
  SPEAKER_00: The little guy can now punch a hole in the biggest military on earth, and we're seeing that.
• 3:33
  SPEAKER_00: It's not a theory anymore.
• 3:34
  SPEAKER_00: US special forces landed the hard way in the Middle East.
• 3:37
  SPEAKER_00: Cheap Iranian drones knocked out multi-million dollar radar systems that the US had literally spent decades building and it exposed a gap, a hole of the defenses.
• 3:47
  SPEAKER_00: I mean, the most powerful military in the world discovers a hole.
• 3:50
  SPEAKER_00: They do buy cheap attack drones, interceptors, and the systems that shoot drones out of the sky before the next conflict.
• 3:57
  SPEAKER_00: No matter.
• 3:59
  SPEAKER_00: So now the United States is racing to buy cheap attack drones, interceptors, and the systems that shoot drones out of the sky.
• 4:09
  SPEAKER_00: And you might have noticed the US is in the middle of a conflict, so it's rather urgent.
• 4:14
  SPEAKER_00: And that's why Congress just passed the biggest defense bill the US has in its history with a whole section dedicated to drones, counter drones, and AI on the battlefield.
• 4:28
  SPEAKER_00: So I want to give you those actual opportunities, and then you have to come to your own conclusion because I'm not a financial advisor.
• 4:33
  SPEAKER_00: But global military spend about three truths a year.
• 4:38
  SPEAKER_00: The top 10 countries are most of that.
• 4:40
  SPEAKER_00: The US is the largest slice.
• 4:43
  SPEAKER_00: And think about$3 trillion, and you just put like 10%, 20%, 30% of that towards drones and just autonomous.
• 4:53
  SPEAKER_00: So let me hand you the map of where this money is flowing and show you how to avoid the trap that caught almost everybody last time I showed you this.
• 5:02
  SPEAKER_00: Because what you need to understand before we go one step further, being right about the story is not$23,000.
• 5:12
  SPEAKER_00: But if you held it because you just believed the story so much, you would have actually lost money.
• 5:16
  SPEAKER_00: You'd be down to about$8,000.
• 5:19
  SPEAKER_00: Honest, whereas even, that's a difficult sentence, isn't it?
• 5:22
  SPEAKER_00: In in uh on Wall Street.
• 5:25
  SPEAKER_00: Or Air Ourman, it went up to$16,000 and then it went down to$5,000.
• 5:29
  SPEAKER_00: So you gave about$16,000 and then it went down to five.
• 5:32
  SPEAKER_00: So you gave about half your money.
• 5:34
  SPEAKER_00: And that happened to all of these stocks, if you can see it here on the screen.
• 5:38
  SPEAKER_00: So how does that happen?
• 5:39
  SPEAKER_00: How are you right about the biggest defense shift in 50 years and you're still down on money?
• 5:45
  SPEAKER_00: Here's how.
• 5:46
  SPEAKER_00: Because you followed the headlines for your time.
• 5:48
  SPEAKER_00: And the headlines are always late.
• 5:51
  SPEAKER_00: By the time a story is exciting enough to be on the news, the big money is already looking for the exit.
• 5:57
  SPEAKER_00: So you bought the excitement.
• 5:59
  SPEAKER_00: They sold the excitement to you so they could realize the same as making money.
• 6:04
  SPEAKER_00: Let me prove it to you.
• 6:04
  SPEAKER_00: With literally my own call someone a year ago, I named these joint companies.
• 6:08
  SPEAKER_00: You can see them on the screen here, literally about a year ago.
• 6:11
  SPEAKER_00: There are three videos I made on this.
• 6:13
  SPEAKER_00: And it played out exactly as I said, right?
• 6:15
  SPEAKER_00: The bill passed, the drone boats launched, the money started moving.
• 6:18
  SPEAKER_00: And if you'd followed along, you don't follow the bloody headlines for timing.
• 6:23
  SPEAKER_00: That's exactly how you get burned.
• 6:25
  SPEAKER_00: You need to follow the money, the way Wall Street does it.
• 6:28
  SPEAKER_00: They don't ask, is this a good story?
• 6:30
  SPEAKER_00: They ask, where is the money flowing today and where is the door when it stops?
• 6:35
  SPEAKER_00: And it's a skill, it's a system, it's learnable.
• 6:38
  SPEAKER_00: You don't need a finance degree, you just need the rules.
• 6:41
  SPEAKER_00: So here's what I want you to do.
• 6:43
  SPEAKER_00: I'm gonna run a free live two-hour training on Saturday, I think it's 9 a.m.
• 6:51
  SPEAKER_00: New York time, if I'm not mistaken.
• 6:52
  SPEAKER_00: And I'm gonna walk you through exactly that.
• 6:55
  SPEAKER_00: Wall Street's own trading system that makes the news irrelevant.
• 6:59
  SPEAKER_00: I have not owned a television in 20 years.
• 7:01
  SPEAKER_00: I get weirder and weirder by the minute, don't I?
• 7:04
  SPEAKER_00: So this isn't a buy the stock thing.
• 7:07
  SPEAKER_00: I will I'll share with you what I own and then everything else, but I'm gonna show you a repeatable way to know when to get in and as just as important when to get out.
• 7:15
  SPEAKER_00: And by the way, we don't try to time the market perfectly, but just nonsense.
• 7:19
  SPEAKER_00: But we look for where the money is flowing and we go with the wave rather than against it, because it's just a lot easier.
• 7:26
  SPEAKER_00: So if you want to learn now, go to bulletproofportfolio.org.
• 7:32
  SPEAKER_00: It's the first and the final time.
• 7:34
  SPEAKER_00: I will teach it to you in this form, uh, live and unadulterated.
• 7:38
  SPEAKER_00: Grab your free ticket, show up live, bring your questions, share the link with other people who might benefit from this too.
• 7:44
  SPEAKER_00: It is free.
• 7:44
  SPEAKER_00: There will be no replay.
• 7:46
  SPEAKER_00: Don't bother asking for one because this only sinks in if you're actually there, uh not on the replay of tried, it doesn't work.
• 7:54
  SPEAKER_00: So let me give you the three waves of the drone here.
• 7:58
  SPEAKER_00: You can call them UAVs as well, you know, unmanned area of the oak.
• 8:02
  SPEAKER_00: Although some of them are not in the air, they're now on the ground or on the sea, which is spooky.
• 8:06
  SPEAKER_00: And by the way, this terrifies me.
• 8:08
  SPEAKER_00: If it terrifies you, uh let me know in the comments.
• 8:11
  SPEAKER_00: But I don't see one big blob of drone stocks.
• 8:15
  SPEAKER_00: I see three separate waves of money different times.
• 8:18
  SPEAKER_00: You get the wave right and everything gets easier, wave one.
• 8:21
  SPEAKER_00: I call those the builders.
• 8:23
  SPEAKER_00: These are the companies that physically make the cheap drones and get them out the door fast.
• 8:28
  SPEAKER_00: The very first thing a military does in a panic is just buy hardware, lots of it, right?
• 8:32
  SPEAKER_00: So the builders get the first flood of money.
• 8:34
  SPEAKER_00: So these are the guys actually manufacturing the small attack drones, the parts that go in them.
• 8:39
  SPEAKER_00: Some of them are public and you can buy them.
• 8:40
  SPEAKER_00: Some of the most important ones are actually still private.
• 8:43
  SPEAKER_00: That's gonna go public later.
• 8:45
  SPEAKER_00: That could be interesting.
• 8:46
  SPEAKER_00: But on the public side, you've got stocks like AVAV, ONDUS, and Redcat.
• 8:52
  SPEAKER_00: And these are the first wave.
• 8:54
  SPEAKER_00: And by the way, a lot of these stocks are beaten up pretty harshly, which is actually why I think this is the perfect moment to understand this, because you have a little bit of time for the money to like really bounce back in.
• 9:02
  SPEAKER_00: This is like stun 60% on the Redcat here, for example, which is a good thing.
• 9:06
  SPEAKER_00: It's the guys who make the software.
• 9:08
  SPEAKER_00: Because 100 drones have to think and act as one in this new world, you know, autonomy, swarming, and so on.
• 9:15
  SPEAKER_00: And that's where the giant tech and software companies come in, the ones building the battlefield AI that everything else plugs into.
• 9:20
  SPEAKER_00: And wave two shows up a little bit later than wave one, but it tends to last longer because software doesn't get, it doesn't get blown up, and therefore you just don't really change it, right?
• 9:30
  SPEAKER_00: Uh Palantir will be an obvious name in in Wave 2.
• 9:33
  SPEAKER_00: Now, wave three, I call it the shield.
• 9:37
  SPEAKER_00: And this is what everybody forgets.
• 9:39
  SPEAKER_00: If cheap drones are the new threat, then the biggest new master drones, counter drone systems, the devices and radars that detect a swarm from far away and knock it down cheaply.
• 9:51
  SPEAKER_00: Because remember, the whole problem is that shooting a$2,000 drone with a multi-million dollar missile is a is a is a bad deal, right?
• 9:59
  SPEAKER_00: So whoever solves that, whoever can kill a cheap drone cheaply, is sitting on an enormous market.
• 10:06
  SPEAKER_00: And that's wave three, the shield.
• 10:09
  SPEAKER_00: I just put a screenshot in here of the Goldman Sachs report.
• 10:11
  SPEAKER_00: They usually interviewed and met with every single one of these companies and gave us some really cool insight, which I will share some of that with you.
• 10:18
  SPEAKER_00: So write down the builders, the brains, the shield, right?
• 10:21
  SPEAKER_00: Every single company in this space fits into one of these three buckets, and knowing which bucket tells you when the money is likely to show up and when it's likely to leave.
• 10:30
  SPEAKER_00: Most people will buy it in the wrong order, which is which is a trap here.
• 10:33
  SPEAKER_00: So the story will stay true, but the money will move on from part to part.
• 10:37
  SPEAKER_00: And I just want to hammer this home again because what happened to$10,000 in each of these names from the day I first talked about them to their peak.
• 10:45
  SPEAKER_00: You can see it on the screen here, right?
• 10:47
  SPEAKER_00: Uh in AVAV, it turns into 16,000, and creators of the 22,000, 370% gain.
• 10:53
  SPEAKER_00: So this could have been life change, right?
• 10:56
  SPEAKER_00: But now look at the second half of the story.
• 10:58
  SPEAKER_00: What happened if you did what most people did?
• 11:00
  SPEAKER_00: You got excited, you bought, and you held because somebody told you this, oh, just buy good companies and hold them forever.
• 11:06
  SPEAKER_00: Yeah, this is not Coca-Cola, and this is also not 1968.
• 11:11
  SPEAKER_00: No.
• 11:11
  SPEAKER_00: The$47,000 in Ondus is now only 24K.
• 11:15
  SPEAKER_00: Not terrible, but not wonderful.
• 11:17
  SPEAKER_00: Now your 16K in Aero Environment is now only 5K.
• 11:21
  SPEAKER_00: So you've turned 10 into 5K.
• 11:23
  SPEAKER_00: Congratulations.
• 11:24
  SPEAKER_00: So the lesson here, and really, really think about this.
• 11:27
  SPEAKER_00: You could pick the right sector, the right company, been completely right about the news, and still ended up poorer because you had no exit.
• 11:35
  SPEAKER_00: It's the single most expensive lesson in investing and in trading, and nobody really teaches them.
• 11:41
  SPEAKER_00: Getting in is easy.
• 11:43
  SPEAKER_00: The hard half is whether you make money and whether you sell.
• 11:48
  SPEAKER_00: Wall Street, they're not smarter.
• 11:50
  SPEAKER_00: Honestly, they're not.
• 11:51
  SPEAKER_00: If you make them cold-hearted, but that's the whole point, right?
• 11:54
  SPEAKER_00: So let me leave you with the framework I use for themes like this, and then we're gonna go much deeper into this.
• 12:00
  SPEAKER_00: You join me on folia.
• 12:02
  SPEAKER_00: Step one, you pick the wave, not the stocks.
• 12:06
  SPEAKER_00: Before you buy anything, you ask yourself: is this a builder, a brain, or a shield stock in this UAV world?
• 12:12
  SPEAKER_00: Because that tells you what kind of munchly flowing, not where the headline is loudest, right?
• 12:17
  SPEAKER_00: I I literally don't watch the news.
• 12:20
  SPEAKER_00: Now, is you Winston?
• 12:22
  SPEAKER_00: I just put these five companies that I'm talking about here, literally just in here as my tickets.
• 12:26
  SPEAKER_00: I hit save changes, and then it gives me literally every single day, I think every single time I log into it, an updated view of exactly what's going on with those stocks.
• 12:35
  SPEAKER_00: So I'm not saying be oblivious to what you own, I'm saying don't watch mainstream news because to there it's probably someone trying to sell you something, right?
• 12:45
  SPEAKER_00: But by the time the news is screaming about the stock, the easy money is usually gone.
• 12:50
  SPEAKER_00: The pros are already positioned before the headline and they're probably trimming into it.
• 12:54
  SPEAKER_00: Uh, they probably pushed the headline to be out there.
• 12:56
  SPEAKER_00: So if you want to see money actually moving before the whole world is talking about it, that's what follow the money means in practice.
• 13:04
  SPEAKER_00: It's not a vibe, it's a signal you can actually learn to read.
• 13:08
  SPEAKER_00: And I'll teach you the full thing on Saturday.
• 13:10
  SPEAKER_00: And then step three, we decide you exit before you ever buy.
• 13:16
  SPEAKER_00: And this would have saved everything.
• 13:18
  SPEAKER_00: Where do I get out if I'm wrong?
• 13:19
  SPEAKER_00: And where do I take profits if I'm right?
• 13:22
  SPEAKER_00: And then you follow those rules.
• 13:23
  SPEAKER_00: You can automate them too.
• 13:24
  SPEAKER_00: It is new feelings in this.
• 13:26
  SPEAKER_00: Uh just one rule, which is the difference between turning 10,000 into 47,000 and turning 10,000 into 5,000, right?
• 13:37
  SPEAKER_00: That's literally the whole thing.
• 13:38
  SPEAKER_00: So you pick the way, if you follow the money, and you know you exit.
• 13:41
  SPEAKER_00: Everything else is basic.
• 13:42
  SPEAKER_00: Say it in three sentences.
• 13:43
  SPEAKER_00: Actually, doing it, having the exact rules and the confidence to pull the trigger, is what people struggle with, right?
• 13:49
  SPEAKER_00: And that's the part that I that I teach.
• 13:51
  SPEAKER_00: So here's what I'll leave you with.
• 13:54
  SPEAKER_00: The drone boom is real.
• 13:57
  SPEAKER_00: The money is good.
• 13:59
  SPEAKER_00: This thing ran out beautifully from last summer, you know, and then it came crashing back down because it's being traded by people who want to make money out of this, enormous amounts of money.
• 14:12
  SPEAKER_00: And I believe we're early.
• 14:14
  SPEAKER_00: Congress just told you that with the biggest defense bill in history is gonna fund the heck out of this.
• 14:20
  SPEAKER_00: I believe we're gonna see more on the stories, you know, where literally like life-changing money can potentially be made.
• 14:28
  SPEAKER_00: Worth this if the headlines control your timing.
• 14:30
  SPEAKER_00: That's literally how good investors lose money.
• 14:34
  SPEAKER_00: So learn to follow the money the way the pros do.
• 14:37
  SPEAKER_00: So the headlines can no longer burn you.
• 14:39
  SPEAKER_00: I'm gonna teach you that system live for free.
• 14:41
  SPEAKER_00: Go to bulletproofportfolio.org, grab your free ticket, actually show up.
• 14:46
  SPEAKER_00: If you want to dig deeper into the names, download that thing as well.
• 14:50
  SPEAKER_00: Uh it's linked down below.
• 14:52
  SPEAKER_00: But it isn't about stock picks.
• 14:55
  SPEAKER_00: It isn't about me giving you a ticker.
• 14:57
  SPEAKER_00: It is about, because they've done that, right?
• 14:59
  SPEAKER_00: And it went up like 500% or something, and then people still lose money.
• 15:03
  SPEAKER_00: Why?
• 15:04
  SPEAKER_00: Because they buy up here somewhere and now they're down, you know, 40%.
• 15:08
  SPEAKER_00: Okay, runs up a lot, and then you lose money again.
• 15:11
  SPEAKER_00: And it's only avoidable if people actually learn the rules.
• 15:16
  SPEAKER_00: But I'm seeing some real institutional money pouring into this, and I'm going, this looks very exciting.
• 15:21
  SPEAKER_00: It's still early.
• 15:22
  SPEAKER_00: I haven't clicked buy on this yet.
• 15:24
  SPEAKER_00: It's on my list.
• 15:25
  SPEAKER_00: I'm watching it, and I'm watching for very, very, very specific things that'll tell me that the institution trade, but actually properly flowing in there.
• 15:34
  SPEAKER_00: So it could be the most important two hours that you'll spend on your money this year, this life.
• 15:40
  SPEAKER_00: Saturday, 9 a.m.
• 15:42
  SPEAKER_00: Watching YouTube video number 500.
• 15:44
  SPEAKER_00: This these tips, you know, people are sometimes right, people are sometimes wrong.
• 15:48
  SPEAKER_00: And that's just the reality of the world.
• 15:50
  SPEAKER_00: So if you're following people and just blindly buying what they're buying, you will sometimes be lucky.
• 15:55
  SPEAKER_00: Sometimes I share with you what I'm buying, but I might not share with you when I'm selling it.
• 15:59
  SPEAKER_00: Not out of spite, it's just trying to make a video every single day and you know, it'd be tedious.
• 16:04
  SPEAKER_00: So I want to teach you to fish, not sell you fish.
• 16:10
  SPEAKER_00: And it'll mean you'll be independent.
• 16:13
  SPEAKER_00: You don't need me.
• 16:14
  SPEAKER_00: You can teach this to your children.
• 16:15
  SPEAKER_00: It is just the much, much better thing to do.
• 16:18
  SPEAKER_00: The alternative is like, think about one of the favorite sports you play.
• 16:22
  SPEAKER_00: You know, you play, I don't know, tennis or hockey or whatever it might be.
• 16:25
  SPEAKER_00: And every single time you were gonna hit the ball, you'd have to ask someone, should I hit it this way or that way?
• 16:31
  SPEAKER_00: Stock picks.
• 16:32
  SPEAKER_00: Stop for yourself on Saturday, bulletproof your portfolio.org.
• 16:36
  SPEAKER_00: Share that link on your social media if you think other people might get some value out of it.
• 16:41
  SPEAKER_00: And we're gonna run it live for free.
• 16:43
  SPEAKER_00: About two hours.
• 16:44
  SPEAKER_00: You can ask me anything you wanted to ask me.
• 16:46
  SPEAKER_00: And um I wish you great success.