Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - This is Your BEST Investing Opportunity EVER + Stock Market News 30 December 2024

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Felix Prehn - This is Your BEST Investing Opportunity EVER + Stock Market News 30 December 2024 · Felix Nikolas Prehn's Podcast

• 0:01
  Speaker 1: Felix here.
• 0:01
  Speaker 1: Wall Street's biggest and most powerful investment bank just told its major customers what stocks to buy for 2025.
• 0:10
  Speaker 1: And I want to walk you through that.
• 0:11
  Speaker 1: I want to make sure you don't miss out on what's happening here, because we have an enormous opportunity in front of us.
• 0:17
  Speaker 1: If you're super, super short on time, I'm going to give you just the pure headlines, but I'm going to walk you through a lot more detail.
• 0:22
  Speaker 1: I think you're going to get a ton of value out of it.
• 0:24
  Speaker 1: But, as I say, if you've only got 30 seconds in your life, well, you might want to do something about that at 2023.
• 0:28
  Speaker 1: But essentially what they're saying they're liking semiconductors, because they've underperformed last year.
• 0:33
  Speaker 1: They're liking software and they're liking payment.
• 0:37
  Speaker 1: So that's the super, super short summary here.
• 0:39
  Speaker 1: But let's jump into what we are really loving here, what Wall, wall Street is really loving here.
• 0:44
  Speaker 1: And the first thing here is don't fight the trend.
• 0:48
  Speaker 1: If you bought the Nasdaq, say, in December 2022, you'd be up 106 percent.
• 0:54
  Speaker 1: If you bought it in March 2020, the COVID peak you'd be up 220 percent.
• 0:59
  Speaker 1: If you bought it in remember 2018, you'd be up 280 percent.
• 1:03
  Speaker 1: And if you bought it in August 2011, when the US got downgraded for debt.
• 1:08
  Speaker 1: You know we were thinking the government's going to fall apart.
• 1:10
  Speaker 1: You'd be up 1,052%, and if you bought in March 2009,.
• 1:15
  Speaker 1: Here's the whopper 2,325%.
• 1:19
  Speaker 1: So every single time you read one of those headlines where people are trying to scare you out of your money and your positions which is what mainstream media is doing right now right, it's like, oh my God, january is going to be terrible, the Santa rally won't come and the tariffs will be horrible and all this fud out there.
• 1:36
  Speaker 1: It doesn't fundamentally matter if your time horizon is a little bit longer than tomorrow.
• 1:41
  Speaker 1: So, having said that, there are always massive outperformers and there are massive underperformers.
• 1:47
  Speaker 1: I'm a huge, huge fan of picking and selecting, and that's worked insanely well for us these last couple of years.
• 1:53
  Speaker 1: If you want to really learn how we select and really become a skilled investor in 2025, then I've got something for you that will literally change your life.
• 2:04
  Speaker 1: It'll up-level your skills to a level you didn't think was possible if you're a beginner.
• 2:09
  Speaker 1: And how do you access it?
• 2:10
  Speaker 1: You go to phoenixfriendsorg, get free and you watch the masterclass I put out for you for 30 minutes and you take notes and you start looking at the market through that lens.
• 2:21
  Speaker 1: Three simple rules to get you to your nirvana.
• 2:26
  Speaker 1: Now, what are they loving?
• 2:27
  Speaker 1: Well, okay, let's run through a couple of stocks that are loving here.
• 2:29
  Speaker 1: Start with they're loving microsoft.
• 2:31
  Speaker 1: Why?
• 2:31
  Speaker 1: Because microsoft is sort of a double play on ai and software and they're insanely good at monetizing it.
• 2:38
  Speaker 1: They basically own chat, gpt and open ai right, as that's becoming a for-profit and microsoft has a very sweet deal there.
• 2:45
  Speaker 1: And they're also kind of in the chip game.
• 2:49
  Speaker 1: They're designing their own chips and putting out laptops and that sort of thing.
• 2:52
  Speaker 1: So they're just very, very well positioned for enterprises to embrace AI, which they haven't really done yet, and use Microsoft's Copilot, because it's just really easy, it's built in.
• 3:01
  Speaker 1: And then there are a bunch of others.
• 3:02
  Speaker 1: I'll just read off a quick list here.
• 3:04
  Speaker 1: Stuff that they really like is TSM, at&t, visa, square, pins, mdb, team, amazon, okta.
• 3:13
  Speaker 1: A lot of these are names that we've talked about in the last couple of weeks, if you follow me for a bit.
• 3:17
  Speaker 1: And what are the ones that they hate?
• 3:20
  Speaker 1: Ebay, etsy, airbnb.
• 3:24
  Speaker 1: There's a lot of Wall Street that seems to feel like that.
• 3:26
  Speaker 1: I agree with them, certainly on eBay.
• 3:28
  Speaker 1: I think Airbnb is just one of those fundamentally misunderstood companies, a bit like Uber was for many, many years, and we'll get onto that story in a second as well.
• 3:39
  Speaker 1: Uber, tesla, huge story there.
• 3:42
  Speaker 1: So what does it all depend on?
• 3:43
  Speaker 1: Well, a lot of the big story depends on how much money are the massive tech companies going to spend on AI.
• 3:50
  Speaker 1: So we're talking Amazon, microsoft, google, meta, tesla, and if you ask them all and if you listen to their earnings report, they all said they're going to spend more in 2025 than in 2024.
• 4:02
  Speaker 1: What does that mean?
• 4:03
  Speaker 1: It just means more money pouring into the NVIDIA trough and therefore NVIDIA and the whole AI chip sector should actually do very, very well.
• 4:12
  Speaker 1: And software?
• 4:13
  Speaker 1: Well, the theory is and I've been saying this for about a year and it's done very, very well for us as a trade is that software is the laggard.
• 4:23
  Speaker 1: So, if you think about the sort of tech stack, you need chips, you need data centers on top, and then what do you need to make money out of the data centers?
• 4:30
  Speaker 1: You need software, right, because that's what data centers are for.
• 4:32
  Speaker 1: So the software is really where it's at, palantir being an obvious name there.
• 4:36
  Speaker 1: That's done insanely well for us and other ones like Microsoft.
• 4:40
  Speaker 1: I think CRMs are doing a very good job, pushing a pretty average product, but that's what commercial enterprise software is all about.
• 4:48
  Speaker 1: So there's a couple of names out there, and are the big boys so again?
• 4:55
  Speaker 1: Microsoft, google, meta, amazon, are they able to scale right?
• 4:58
  Speaker 1: That's really the question.
• 4:59
  Speaker 1: What we want to see.
• 5:00
  Speaker 1: Can their cloud computing bring in that much more revenue that it pays for the AI investment?
• 5:05
  Speaker 1: Or is this one of those you know Zuckerberg metaverse ideas?
• 5:10
  Speaker 1: I think the utility of AI is massive.
• 5:13
  Speaker 1: Like, I use it in all of our business, everything we do.
• 5:15
  Speaker 1: You know our indicators in Trade Vision.
• 5:17
  Speaker 1: If you haven't got your hands on that yet, there is still that crazy 60% offer until the end of the year, so check that out at felixfrenzorg.
• 5:24
  Speaker 1: Slash trade vision Links also down below in the description.
• 5:27
  Speaker 1: And then we have, well, the autonomous driving market, right, and everybody's feeling very, very excited about that.
• 5:36
  Speaker 1: And they're looking mostly at Uber and Lyft and they're saying, well, if you get self-driving, those companies will be so much more profitable because the cars will be self-driving right, the biggest cost is removed, and I agree with you, I think I agree with them on that, that it'll be very good for Uber and Lyft.
• 5:51
  Speaker 1: But I think what they're not realizing is it's a sort of deal you make with Amazon.
• 5:55
  Speaker 1: You make a partnership with Amazon.
• 5:57
  Speaker 1: What happens inevitably?
• 5:58
  Speaker 1: 18 months later, they replicate your business in its entirety and they run you out of town.
• 6:03
  Speaker 1: Now, I don't think Uber is going to get run out of town, because it's just that big, but I think Tesla is the shovel, it's the gold, it's the map, it's the end product, it's all of it.
• 6:14
  Speaker 1: So it's software, it's AI, it's kind of all of it.
• 6:18
  Speaker 1: So why not just pick what seems to be the biggest winner from this all, which is Tesla?
• 6:22
  Speaker 1: Right, uber is going to pay Tesla, everybody's going to buy Tesla.
• 6:25
  Speaker 1: Uber's gonna pay tesla, everybody's gonna buy tesla, everyone's gonna drive tesla and tesla's gonna have all the data, uh, all the system, all the ai and yeah.
• 6:33
  Speaker 1: So why not just go with the?
• 6:34
  Speaker 1: You know the guy on the top.
• 6:36
  Speaker 1: That's the way I'm looking at it, but I think I think uber is also good, good play here, and that's certainly what what goldman sachs are pushing um.
• 6:44
  Speaker 1: The other stuff they're looking on is good valuation.
• 6:49
  Speaker 1: They're looking at stocks like App, duolingo, netflix, spotify, now Crowd, a bunch of others, anet we looked at that one quite a lot and they're saying basically, look, these are winners and, yes, they look expensive on the tin, but they're just very good companies that are going to grow a lot.
• 7:08
  Speaker 1: Margins are improving, revenue is growing at insanely high levels.
• 7:12
  Speaker 1: So they're basically saying don't sell the winners.
• 7:14
  Speaker 1: Of course, this is not for me.
• 7:15
  Speaker 1: This is coming from Goldman Sachs.
• 7:16
  Speaker 1: You've got to come to your own conclusion on that one, but that's essentially what they're saying.
• 7:28
  Speaker 1: And then the next thing is who's winning the race?
• 7:29
  Speaker 1: Is it chat gpt?
• 7:29
  Speaker 1: Is it amazon with claude?
• 7:30
  Speaker 1: Is it one of the other million ones out there?
• 7:31
  Speaker 1: And you know what?
• 7:31
  Speaker 1: I don't think there will be a winner.
• 7:32
  Speaker 1: Takes all I kind of thought there was, but it seems everyone's catching up, like the.
• 7:35
  Speaker 1: The llm built into grok is insanely good.
• 7:38
  Speaker 1: Claude is very good.
• 7:39
  Speaker 1: Chat gpt is very good.
• 7:40
  Speaker 1: I think the people who win with this are the ones who actually provide value, and that means using it for a specialized sector that allows you and your business to make your life easier, right, save costs, bring in more money, whatever.
• 7:56
  Speaker 1: I think those are the people, and that's, I think, why I would look at the Microsofts and the CRMs and many other companies who are actually providing value through AI rather than just providing this search engine, because there are so many of them out there and they're all very, very similar.
• 8:11
  Speaker 1: And yeah, what else are they looking at?
• 8:14
  Speaker 1: Well, there's some threats and that's what you're going to hear all about in the next couple of weeks.
• 8:17
  Speaker 1: Tariffs A lot of people are going to talk about that and they're basically saying, look, they're going to be tariffs and they could be inflationary.
• 8:24
  Speaker 1: If it is inflationary, then the Fed might not cut rates.
• 8:27
  Speaker 1: That's going to be bad for the market.
• 8:28
  Speaker 1: The bond yields are already hovering near 5%, which is super, super high considering where we are right now, and that might give us a bit of a dip in January, and I think it's a possibility we might see a very, very volatile January because we're seeing an attempt of the biggest shake-up in government structure and tax and regulations that we've seen in kind of like a lifetime, and there'll be fights over that, there'll be disagreements and it'll take time and things will be messy and the market doesn't like any of that.
• 8:57
  Speaker 1: So what does that mean for us?
• 8:58
  Speaker 1: Well, remember those numbers.
• 9:00
  Speaker 1: I said to you at the beginning, like if you bought the market in 2009 and when it was collapsing and everyone was terrified, you'd be up 2,300%, right?
• 9:07
  Speaker 1: So that's what I'm saying to you.
• 9:09
  Speaker 1: You need to look at this with a little bit more of a longer horizon.
• 9:11
  Speaker 1: If you have that and if you are a short horizon kind of individual and I'm kind of both, I'm a bit schizophrenic that way then you know, set your stops.
• 9:19
  Speaker 1: That's very important.
• 9:20
  Speaker 1: So definitely protect your gains, don't give them up.
• 9:23
  Speaker 1: That's the worst thing to do.
• 9:32
  Speaker 1: It's better to be out of a trade with a gain than be in a trade with a loss on paper.
• 9:34
  Speaker 1: So manage your, manage your trades, manage your positions.
• 9:35
  Speaker 1: It could get interesting.
• 9:36
  Speaker 1: And a couple of dates to watch well, tesla deliveries for q4 on thursday that's a big one, certainly.
• 9:39
  Speaker 1: To move to tesla stock, if you're in that, we have um, we have a bunch of major stuff coming up here that, yes, cpi data is on the 15th.
• 9:51
  Speaker 1: That's a little bit further out.
• 9:52
  Speaker 1: Obviously, the presidential inauguration on the 20th and I'm cheating here, I'm reading this off my list Netflix earnings on the 21st, and that sort of kicks off the big earnings season here that's coming up.
• 10:02
  Speaker 1: So look in a nutshell I think everyone's insanely positive and bullish on the market and I think for a good reasons, because earnings are good.
• 10:11
  Speaker 1: You're getting the most pro-business government in in the us that the us has ever seen less regulation, less tax, less government, you know, less aggressiveness against big tech companies and and banks and everything else.
• 10:25
  Speaker 1: Interest rates are going to fall in 2025 further.
• 10:28
  Speaker 1: That'll be good for every growth stock.
• 10:30
  Speaker 1: It'll be good for every finance stock, every banking stock In the whole finance payment sector.
• 10:34
  Speaker 1: I still like SoFi, I still like PayPal.
• 10:36
  Speaker 1: They're a very good place.
• 10:37
  Speaker 1: Yeah, there are others NewBank and so on but then there is, you know, geographical risk without that you are experiencing right now and it's easier kind of for me the clean place.
• 10:48
  Speaker 1: They're slightly messier place than than um.
• 10:49
  Speaker 1: You know mercado libra and people like that that are also in that space.
• 10:53
  Speaker 1: But, yeah, I always think keep it simple.
• 10:56
  Speaker 1: Um, a lot of the time, the best stock that you want to buy is the one you already have.
• 11:00
  Speaker 1: So don't make your life really, really complicated and think I need to discover something new today.
• 11:04
  Speaker 1: A lot of the time you don't.
• 11:05
  Speaker 1: But if you want to just discover winners before they become huge winners, then well, you've got to improve your skills, the knowledge of how to spot those, and most people think that's like an overwhelming task, but if I told you it was the simplest thing you could do and you could learn within 20 minutes at least the foundation of it.
• 11:24
  Speaker 1: Then maybe you take that 20 minutes today because you could go away and you could just click on another video and you could watch that.
• 11:32
  Speaker 1: And well, what would happen?
• 11:34
  Speaker 1: You'd forget what I just told you and you wouldn't improve your skills.
• 11:37
  Speaker 1: You just watch something else that's sort of newsworthy or exciting or FOMO creating or maybe you know you watch fluffy kittens or.
• 11:44
  Speaker 1: But if you actually want to make an impact on how you manage your money for yourself and your family and get to a place where freedom becomes a real reality for you, then you need to improve your skills as an investor.
• 11:58
  Speaker 1: So good place to start Watch the free masterclass.
• 12:01
  Speaker 1: It'll tell you exactly what I do and how I do it.
• 12:03
  Speaker 1: Masterclass It'll tell you exactly what I do and how I do it and, on that note, I wish you a very, very, very happy and amazingly successful beginning to 2025.
• 12:12
  Speaker 1: If you don't see me before, then we'll try to do a squeeze in a life tomorrow.
• 12:15
  Speaker 1: As you can see, I'm traveling, hence the car, but I didn't want you to miss out on what's going on out there, especially as a lot of people are a little bit worried right now about the Santa rallyanta rally.
• 12:24
  Speaker 1: Is he coming?
• 12:25
  Speaker 1: Is he not?
• 12:25
  Speaker 1: That sort of thing and and I hope I give you a little bit of clarity here make you the best informed investor we have.
• 12:31
  Speaker 1: But ultimately it is up to you to do something with the knowledge, for you to take action and improve your what, what's in here, your skills, exactly.
• 12:42
  Speaker 1: So check out.
• 12:43
  Speaker 1: The masterclass link is down below.
• 12:44
  Speaker 1: Felixfrancoisorg, get free and I wish you a beautiful day.
• 12:47
  Speaker 1: All the best.