Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - Top 1 Stocks I’m Buying (Even Over Palantir Stock) + Stock Market News 28 March 2025

Transcript

Felix Prehn - Top 1 Stocks I’m Buying (Even Over Palantir Stock) + Stock Market News 28 March 2025 · Felix Nikolas Prehn's Podcast

• 0:00
  Speaker 1: And welcome to this pre-market live stream on a day where a heck of a lot is happening on Wall Street, and I want to essentially give you the sort of briefing you'd get if you were sitting in an investment bank or somewhere on Wall Street and there'd be somebody a bit more experienced perhaps who'd give you a breakdown.
• 0:18
  Speaker 1: And that's exactly what I used to do is to sit in a 7 am morning meeting inside of a bank, hated the bloody thing, but it was very useful.
• 0:24
  Speaker 1: You had to kind of try to stay awake.
• 0:26
  Speaker 1: So I hope you're awake this morning.
• 0:28
  Speaker 1: I'm going to walk you through the following.
• 0:31
  Speaker 1: Provided more than 100 of you, at least smash the like button, otherwise Winston and I are going to get very sad here, and we've got the Winston cam here.
• 0:38
  Speaker 1: There it is, and he is feeling pretty relaxed about the market this morning, wouldn't you say, winston, are you feeling pretty relaxed?
• 0:45
  Speaker 1: I think so, so I'm going to walk you through.
• 0:47
  Speaker 1: Is this 2012, 8, over again?
• 0:51
  Speaker 1: I meant to write is this 2018 again?
• 0:58
  Speaker 1: And some people are putting that out there and I want to make sure you understand that and sort of debunk it a little bit.
• 1:01
  Speaker 1: I also want to show you that pessimism is at insane levels.
• 1:07
  Speaker 1: We're going to touch on European inflation because we've had important data out there.
• 1:10
  Speaker 1: Us inflation data just came in like 33 minutes ago.
• 1:14
  Speaker 1: That's really moving markets already this morning.
• 1:16
  Speaker 1: Is there any good news?
• 1:17
  Speaker 1: Surely there must be something right.
• 1:19
  Speaker 1: I found something.
• 1:20
  Speaker 1: I'm going to share that with you and then I'm going to tell you that what you're doing right now is probably the most dangerous thing you could be doing right now, and I'm going to try and walk you off the ledge just before the market opens.
• 1:31
  Speaker 1: And then I'll tell you what I'm actually buying and I'll give you the actual ticker.
• 1:35
  Speaker 1: I know there was some doubt in the chat here and I will give you the ticker.
• 1:40
  Speaker 1: I can't say you're going to like it, but I'm going to give you the ticker.
• 1:48
  Speaker 1: And then we're going to do a monster Q&A so you can ask questions in the chat that's why we do this live and we'll try to wake Winston so he can explain and answer that to you.
• 1:53
  Speaker 1: Winston, any thoughts?
• 1:54
  Speaker 1: No, so there we go.
• 1:59
  Speaker 1: So if that's something you're going to want to learn, then all of these eight points, then write learn in the chat.
• 2:06
  Speaker 1: And I know that you actually want to know this and I'll keep making these videos for you and I'll see you here live every morning.
• 2:12
  Speaker 1: The market opens, at least most mornings, so just write learn in the chat, and I know that this is something that is going to hit home for you.
• 2:19
  Speaker 1: George, my friend, you're the first one.
• 2:21
  Speaker 1: Brilliant.
• 2:22
  Speaker 1: Alfonso Marilyn wants to learn.
• 2:25
  Speaker 1: Brent says he's down for the count.
• 2:29
  Speaker 1: Yeah, he's pretty exhausted, isn't he?
• 2:30
  Speaker 1: Agree with Winston?
• 2:31
  Speaker 1: Brent wants to learn.
• 2:32
  Speaker 1: Peewee, nicholas, alfonso, dave, theo, margaret, okay, it's coming in a little too quick.
• 2:38
  Speaker 1: A lot of you are wanting to learn, which is brilliant.
• 2:40
  Speaker 1: I love you for that.
• 2:47
  Speaker 1: So here is somebody who puts out I don't know who these people are they put out this data chart and they show you, on the left, a chart which is 2018, you know when the world ended and this is now, and they're basically saying the pattern's similar and therefore you should, you know, dig a deep hole, just throw yourself in it and then just finish life right here.
• 3:01
  Speaker 1: That's, of course, a a bit of an exaggeration.
• 3:04
  Speaker 1: Now, they do have a point and they're teaching you something actually very, very useful here, and that is there is a green line in here.
• 3:10
  Speaker 1: Can you see that?
• 3:11
  Speaker 1: You see that green line there, and they're labeling that correctly as the 200-day moving average line.
• 3:16
  Speaker 1: Below the 200-day moving average line, nothing good has ever happened Nothing, ever nothing at all.
• 3:23
  Speaker 1: So is bad, and above here is good.
• 3:27
  Speaker 1: Okay, just to make it simple.
• 3:28
  Speaker 1: So right now, the S&P is below the 200-day moving average line and the problem they're pointing out is that in 2018, we dropped below it and then we sort of bounced off it and we went lower right, and then we did that again and we again didn't break it and we went lower right and then we did that again and we again didn't break over.
• 3:46
  Speaker 1: We went lower again and then we bounced off it a third time and then all hell really broke loose and you should have just buried yourself in the garden.
• 3:53
  Speaker 1: And what are we seeing?
• 3:54
  Speaker 1: What are we seeing now?
• 3:55
  Speaker 1: We broke through it and we appear to be bouncing off it again and we're going south, and that is not a pretty thing, and that's, generally speaking, why you don't want to be buying stocks at least.
• 4:06
  Speaker 1: We'll go into the stock and index separation here in a moment.
• 4:10
  Speaker 1: You don't want to be buying stocks below the 200-day moving average line.
• 4:13
  Speaker 1: If you literally only learn one thing today don't buy stocks below the 200-day moving average line, you will be smarter than about 90% of people in the market.
• 4:22
  Speaker 1: Seriously, I'll show you how to turn the 200-day moving average line on as well.
• 4:25
  Speaker 1: You better look that up if you're not familiar with charts, in just a moment.
• 4:28
  Speaker 1: So they have a point, but we would need, like another bounce off it, maybe even another bounce off it before we really went lower.
• 4:36
  Speaker 1: Three bounces, like we had in 2018, are definitely a very, very, very, very, very bad thing.
• 4:41
  Speaker 1: So at the moment, we've got one not quite the same thing and we'll have to see what happens on the 2nd of April, which is, you know, tariff day.
• 4:52
  Speaker 1: Now point number two some of you are asking about kitties.
• 4:55
  Speaker 1: The little pregnant kitten I've got is very well, she's happy, she's bouncing, she's playing and we're expecting kittens.
• 5:04
  Speaker 1: She's bouncing, she's playing and we're expecting kittens, probably about two or three weeks out.
• 5:08
  Speaker 1: I need to try and calculate exactly when we should be expecting it, because we obviously don't exactly know.
• 5:16
  Speaker 1: We had a fairly good idea when they did their thing, because I was away for about three days on a trip and I came back and I was like you look a little bit pregnant.
• 5:23
  Speaker 1: So we're having kittens, which will be fun.
• 5:26
  Speaker 1: Winston's going to like it.
• 5:27
  Speaker 1: I think he's going to really like it.
• 5:29
  Speaker 1: I think he's going to sniff them and lick them and sleep with them.
• 5:31
  Speaker 1: It should be very cute.
• 5:32
  Speaker 1: So there'll be lots of kitten footage on this channel soon.
• 5:34
  Speaker 1: If you don't like fluffy things, kittens or golden retrievers, go away.
• 5:38
  Speaker 1: This isn't the community for you.
• 5:41
  Speaker 1: Now to the 1400 of you who've just joined, and this isn't the community for you.
• 5:45
  Speaker 1: Now to the 1400 of you who've just joined welcome brilliant To the 200 of you who've hit the like button.
• 5:51
  Speaker 1: You were amazing.
• 5:52
  Speaker 1: I shan't mention the other 1200 if you don't know where the like button is.
• 5:54
  Speaker 1: So what is this?
• 5:54
  Speaker 1: This is basically telling you here in the middle that a lot of people are bearish.
• 6:00
  Speaker 1: There are lots of bears about.
• 6:02
  Speaker 1: We're at a very, very high level of bearishness right now, which, if you go back in time, is pretty extraordinary.
• 6:08
  Speaker 1: We haven't seen that level of bearishness since well, we did see it in 2021 here, but we also had it in 2008, when the world ended, and then here in the sort of 19.
• 6:22
  Speaker 1: What is that?
• 6:23
  Speaker 1: 89, 90, 90?
• 6:25
  Speaker 1: What is that?
• 6:25
  Speaker 1: Gulf War or something like that.
• 6:27
  Speaker 1: But we've never had five days or more of extreme bearishness since well, 2022.
• 6:38
  Speaker 1: And then the previous time was literally 1990.
• 6:40
  Speaker 1: So people are just like not taking their medications, like I'm all good with you being on board, with you know RFK and less pharma, but do take your medications if it's recommended.
• 6:56
  Speaker 1: Love Winston, yes, yes, yes, here he is Still snoozing.
• 6:58
  Speaker 1: Um, can we access these charts?
• 7:00
  Speaker 1: I was actually thinking it might be useful to put these together and maybe email them out once a day, something like that.
• 7:06
  Speaker 1: We might do something like that.
• 7:07
  Speaker 1: That could be a could be a cool thing to do, or we might turn them into a, uh, a blog post.
• 7:11
  Speaker 1: I think we kind of are doing something like that already, so I think that's in in the works.
• 7:15
  Speaker 1: That's Okay.
• 7:17
  Speaker 1: Now let's talk a little bit about what's happening today.
• 7:20
  Speaker 1: Why are the markets looking the way they're looking?
• 7:22
  Speaker 1: I'll show you what the pre-market looks like in just a second.
• 7:24
  Speaker 1: In fact, I'm teasing it.
• 7:25
  Speaker 1: Why don't I show you right now?
• 7:27
  Speaker 1: Where is it there?
• 7:30
  Speaker 1: It is Right, pretty, pretty red, but no, like huge red numbers.
• 7:35
  Speaker 1: The worst is sort of Amazon a percent down.
• 7:37
  Speaker 1: Tesla is about a percent up.
• 7:38
  Speaker 1: What's the top one stock?
• 7:41
  Speaker 1: We haven't gotten there yet.
• 7:42
  Speaker 1: We're going to get there in just a few minutes.
• 7:43
  Speaker 1: Bear with me I want to give you.
• 7:45
  Speaker 1: The reason I want to do it in that order is because I think you need to understand the bigger picture to understand the point.
• 7:49
  Speaker 1: If I just gave you that one stock, you would be like you wouldn't really know why, you wouldn't really be acting on it, you wouldn't know what to do with the information because you'd be missing the bigger picture.
• 7:59
  Speaker 1: And to really understand the picture, you need to watch Winston sleep.
• 8:03
  Speaker 1: Now, in all seriousness, europe just has inflation data out lower than expected.
• 8:07
  Speaker 1: And that means what?
• 8:08
  Speaker 1: That means more rate cuts in Europe, right?
• 8:12
  Speaker 1: So the ECB is going to cut rates.
• 8:15
  Speaker 1: What about in the US?
• 8:16
  Speaker 1: Well, we just had rate data out as well, and then I guess that in a second and um, it wasn't quite what we wanted.
• 8:22
  Speaker 1: It really wasn't quite what we wanted.
• 8:24
  Speaker 1: In fact, it's a little bit hideous, really, and I'll show you the data.
• 8:28
  Speaker 1: Uh, here it is, so you can look up this data inside trade vision as well.
• 8:33
  Speaker 1: We, every day, we show you, like, what's coming up here inside Trade Visions.
• 8:37
  Speaker 1: If you want to get yourself a free trial to that, you can.
• 8:41
  Speaker 1: It's the links down below as well.
• 8:43
  Speaker 1: So what have we got?
• 8:44
  Speaker 1: Well, the real.
• 8:46
  Speaker 1: Okay, let's run through this.
• 8:49
  Speaker 1: Personal spending came in a little weaker than expected, just a little bit, not hugely.
• 8:56
  Speaker 1: Pce price inflation, which is sort of the key number there came in as expected.
• 9:03
  Speaker 1: So that's neither here nor there.
• 9:04
  Speaker 1: Personal income came in massively higher, like twice as high as we thought.
• 9:09
  Speaker 1: So you could think that was good news, but is it?
• 9:12
  Speaker 1: And then the core PCE, which is kind of the key number we look up because it's Papa Powell's favorite inflation metric.
• 9:20
  Speaker 1: It's what he wants for Christmas and his birthday, and it came in higher than expected.
• 9:25
  Speaker 1: So what have you got?
• 9:26
  Speaker 1: If you color-coded this?
• 9:28
  Speaker 1: Well, this is bad, right, this one's bad.
• 9:32
  Speaker 1: Now, the higher income is in itself, potentially also inflationary, so it'll probably mean there will be no rate cut in may, which is what some people are hoping for.
• 9:44
  Speaker 1: I think june or july is on the table, but may no rate cut.
• 9:48
  Speaker 1: And the market did not like it.
• 9:50
  Speaker 1: Not massive disappointment, but it's a little bit off, and I'll touch upon this a little bit more as well.
• 9:55
  Speaker 1: We also talk about so far in hood in a moment, a moment, because that's also definitely a topic out there, and we're actually just working on a video on that as well, because I think that's worth exploring a little bit more depth.
• 10:05
  Speaker 1: But you've got to ask yourself what do you do with all of this information?
• 10:09
  Speaker 1: How do you put this all together?
• 10:11
  Speaker 1: And I think, well, well, we deserve to have not only the same information, but the same rule book, the same skills, the same edge that wall street insiders have.
• 10:24
  Speaker 1: Don't you think so?
• 10:24
  Speaker 1: And, by the way, if you agree with me on that, then then then and write agree in the in the chat down below, and that way I know this is this is making some sense for you, and I'll walk you through the rest rest of what really makes sense here.
• 10:37
  Speaker 1: And then what I'm doing here today as an ex-banker doesn't mean you should do it, but at least you understand the logic and how Wall Street would look at it.
• 10:43
  Speaker 1: And to me, the whole system, the whole system that we've got here is I call it the Wall Street protocol, because that really is what it is, and I've been using this literally for many years.
• 10:52
  Speaker 1: But is what it is, and I've been using this literally for many years, but the guys who taught it to me, I've been using it for decades, it's literally the best traders out there who've been using this, and I mean, say, traders you could also call them investors, by the way.
• 11:06
  Speaker 1: There's exactly the same thing.
• 11:06
  Speaker 1: I'm loving all the agrees here in the chat and it's way simpler than you think and you can actually learn the foundation of this in about an hour, right, and it's part of our actual mission here to teach it to a million people, because Winston is a kind soul.
• 11:21
  Speaker 1: You see that one here.
• 11:22
  Speaker 1: So you just want some more golden retrievers out and about.
• 11:26
  Speaker 1: You know less of you being at work, and so what I'm going to do for you to walk you through this very difficult market.
• 11:33
  Speaker 1: Right now, I'm going to run a live investing masterclass tomorrow, saturday.
• 11:39
  Speaker 1: I'm going to give up my Saturday evening for you guys, your Saturday morning, 11 am New York time, and you can join us if you want.
• 11:49
  Speaker 1: And what are you going to learn?
• 11:50
  Speaker 1: Well, you're going to learn how do you win big when the market recovers, because it will, and most people are going to miss out on it.
• 11:59
  Speaker 1: But I'll also teach you and this is really, really important how you keep those winnings when the market crashes, because that's really what would have helped you in this market situation and it's what's not going to help you, because, well, what if we go a lot lower, right?
• 12:11
  Speaker 1: So if you want to come and join me there and I'm super excited, literally after we mentioned this yesterday for the first time in our live session here over 1,000 of you signed up and I said there'd be 1,000 free spots.
• 12:24
  Speaker 1: So I've upgraded the session and we can now take an extra 1,000 people, but the spots will go as well.
• 12:30
  Speaker 1: So how do you join us?
• 12:31
  Speaker 1: Link's in the description.
• 12:32
  Speaker 1: Link is also now officially in the comments.
• 12:36
  Speaker 1: There it is.
• 12:37
  Speaker 1: I pinged it in there.
• 12:37
  Speaker 1: I'll pin it to the top of the chat as well, so you can join us.
• 12:40
  Speaker 1: It's also down below in the description and it'll be a blast.
• 12:43
  Speaker 1: I'll teach you for about two hours.
• 12:45
  Speaker 1: We do a monster Q&A and it'll be just like what are we going to do here?
• 12:49
  Speaker 1: The next, say, 90 days in the market, given how things are panning out.
• 12:54
  Speaker 1: So market, given how things are panning out.
• 12:55
  Speaker 1: So if you're going to come and join me, um, right, um, right, um, join in the in the chat here.
• 13:00
  Speaker 1: Or if you've already signed up, right, join in the chat and and um, I look forward to teaching you.
• 13:08
  Speaker 1: Guys, I do enjoy those and I've actually already spent.
• 13:09
  Speaker 1: I probably spent about half the day today preparing for it.
• 13:12
  Speaker 1: Uh so, um, you guys are going to going to get some, some real insight there.
• 13:14
  Speaker 1: That's always my intention to over-deliver for you guys and I see a lot of you guys already signed up.
• 13:19
  Speaker 1: Brilliant Right, join if you have, or if you're about to.
• 13:21
  Speaker 1: Dennis and John and Biggest Dickers, you're going to love you for that, okay.
• 13:26
  Speaker 1: So let's, while you do that and while you sign up for the live masterclass tomorrow and again, I'll put the link in the chat here one more time I'll walk you through the key stuff that's happening here today the mistakes to avoid.
• 13:42
  Speaker 1: I'll tell you what I'm buying.
• 13:44
  Speaker 1: We'll look at your favorite stocks.
• 13:46
  Speaker 1: We'll do a Q&A so you can ask me questions as well.
• 13:48
  Speaker 1: Loving all you guys for joining there, and okay.
• 13:53
  Speaker 1: So this is what we caught in.
• 13:54
  Speaker 1: Basically, this is like the inflation data I just showed you in a chart, and I just wanted to show it to you because there's going to be a lot of headlines out there going inflation is terrible, down very significantly, right, and the lower interest rates go, by the way, the lower housing costs go.
• 14:20
  Speaker 1: So you know, at least in theory, if you look at, what's actually causing more inflation.
• 14:27
  Speaker 1: Now it's goods, it's core goods, and that might increase for a little while because of tariffs, and I don't think the tariff data is in on this yet.
• 14:37
  Speaker 1: So you kind of have these two things housing's coming down, services are coming down, but income well, income's going up but wages are not, which is weird, and just the cost of goods is going up, but it's still overall, you know, moving in the right, more or less in the right direction.
• 14:55
  Speaker 1: But we're off ever so slightly on this particular one though, about 0.1%.
• 14:59
  Speaker 1: So some people are going to make a big deal out of this, some people may not.
• 15:02
  Speaker 1: Now, I promised you I'd find you some good news, and of course it had to revolve around the almighty Trump.
• 15:09
  Speaker 1: So what's the good news?
• 15:10
  Speaker 1: Well, you know, we hit car companies yesterday pretty hard with the tariffs.
• 15:14
  Speaker 1: And that's all car companies right, every single one of them.
• 15:17
  Speaker 1: And Olly Round, give me a few minutes, I'll get to the one-on-one stock.
• 15:25
  Speaker 1: I need you to understand the framework so that the stock actually makes sense for you and calm down.
• 15:31
  Speaker 1: So I think you guys, you've all joined.
• 15:32
  Speaker 1: And he hit the companies, car companies, with the tariffs.
• 15:37
  Speaker 1: Now he's saying interest payments on cars made in America will be deductible.
• 15:43
  Speaker 1: Now, how do you define made in America?
• 15:46
  Speaker 1: Is it assembled in America, is it?
• 15:48
  Speaker 1: The majority of components are American.
• 15:50
  Speaker 1: I don't know, There'll be some definition somewhere, but Tesla is definitely going to qualify this because they are the most American made car right.
• 15:58
  Speaker 1: They're 100% assembled in the US and about 70% of their parts are American.
• 16:04
  Speaker 1: So this is bullish, at least for Tesla.
• 16:06
  Speaker 1: It is potentially also bullish for other car companies, because if the interest rate payments on cars are tax deductible, well, depending on what your tax rate is, it could be a significant discount on that car purchase and therefore you might be willing to spend a little bit more.
• 16:23
  Speaker 1: It might help offset the tariff situation.
• 16:26
  Speaker 1: You see what he's doing there.
• 16:27
  Speaker 1: He's sort of giving with one hand and he's taking it away with the other, or the other way around, right, yeah.