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Navigating Recessions: Top Stocks & Strategies · Earn Your Leisure

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  Speaker 2: With inflation and the threat of global recession, how is
• 1:56
  Speaker 2: how much of it is important to have gold in
• 1:59
  Speaker 2: your portfolio? How much gold should you have? As recommended
• 2:03
  Speaker 2: a lot man.
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  Speaker 3: I know this question gets brought up, brought up all
• 2:07
  Speaker 3: the time when I think the best heads for an
• 2:10
  Speaker 3: inflation is to invest in the companies that run the
• 2:13
  Speaker 3: world Vanguard, Black, Croc, Apple, Microsoft, so, and then invest
• 2:20
  Speaker 3: in the sectors that are going to outpace any recession
• 2:25
  Speaker 3: draw downs that we have. Do I think we're on
• 2:27
  Speaker 3: the brink of a recession this year. No twenty five
• 2:30
  Speaker 3: or twenty six, we'll see bla. So, but so what
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  Speaker 3: I'm personally doing in guar Up, I'm just waiting for
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  Speaker 3: the right prices to buy the assets that I know
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  Speaker 3: are that are going to do incredibly well vo O, Apple, Microsoft, Amazon,
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  Speaker 3: and Video Eli Lilly. And if you look the five
• 2:46
  Speaker 3: years after a recession, the tech sector normally outperforms because
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  Speaker 3: a lot of money and inflows go directly there. Even
• 2:53
  Speaker 3: with the conversation on diversification, if you have two tech
• 2:57
  Speaker 3: stocks and then you have vo O and VTI, but
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  Speaker 3: v O and vt I I thirty three percent tech weighted.
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  Speaker 3: Is it diversified or hyper concentrated. There's a reason why.
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  Speaker 3: So gold is important, I think as a hedge, but
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  Speaker 3: it wouldn't be my go to hedge. Number one tries
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  Speaker 3: the nineteen keys. I know he's gonna tell me otherwise
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  Speaker 3: it's my brother. So it is a good hedge, but
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  Speaker 3: it's not a primary one for me or the people
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  Speaker 3: that that run the world and all that going out
• 3:30
  Speaker 3: of Fort Knocks anywhere. That shit been long ago. We're
• 3:34
  Speaker 3: gonna tell the truth or no, yeah, keep it on me.
• 3:36
  Speaker 3: It's not there. So just like so, so she knock
• 3:40
  Speaker 3: a mooto not in Kyoto and Langley. But what do
• 3:45
  Speaker 3: I know? Is it just jokes or okay? Crazy times yo.
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  Speaker 2: Crazy Yeah, go to the good Hedges.
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  Speaker 3: Performed incredibly well doing every recession. The value is going up.
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  Speaker 3: I think Bitcoin probably would be a better head just
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  Speaker 3: the dollars falling. So those are two assets or two
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  Speaker 3: ways to play the recession.
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  Speaker 2: Hit the like button, Ladies and gentlemen, we are going
• 4:16
  Speaker 2: into the question. Everybody wants to know, what are the
• 4:22
  Speaker 2: top three stocks that you should including your portfolio heading
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  Speaker 2: into a recession.
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  Speaker 3: Okay, if we cover them endlessly, Microsoft, because they're gonna
• 4:35
  Speaker 3: okay with the value. My favorite thing is playing best questions.
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  Speaker 3: If open Ai goes public within the next year or
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  Speaker 3: doing a recession, even though it's going to be a
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  Speaker 3: draw down, they'll be able to get enough attention.
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  Speaker 2: Right.
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  Speaker 3: And if Microsoft all's forty nine percent, will that double
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  Speaker 3: or triple the value of Microsoft or will it make
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  Speaker 3: Microsoft decline as a result? Will go up or will
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  Speaker 3: it go down? Microsoft's going to go up? No, No, All,
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  Speaker 3: Number two Apple, and then third I think is the
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  Speaker 3: big new player on the.
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  Speaker 2: Stages in video.
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  Speaker 3: I've been telling you, like I designed my portfolio to
• 5:14
  Speaker 3: work regardless of what's going on in the market, and
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  Speaker 3: I'm very careful about that. So if you're investing in
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  Speaker 3: the companies that run the world and have majority market
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  Speaker 3: share the sectors that matter the most, you're fine. If
• 5:27
  Speaker 3: I made you money, Please put yes in chat. Your
• 5:29
  Speaker 3: portfolio should be indestructible regardless. And the truth be told,
• 5:33
  Speaker 3: they're not going to let us like just slide into
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  Speaker 3: a long We'll never have a two thousand and eight
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  Speaker 3: recession in all lifetime again because it's too fresh in
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  Speaker 3: the mind of all investors. So they're going to be
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  Speaker 3: smaller or more niche recessions. They wouldn't announce that we
• 5:51
  Speaker 3: were in a recession. We would had two negative quarters.
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  Speaker 3: They'll tell me everything I needed to know. Then all
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  Speaker 3: of a sudden, everyone wants to talk about the same rule.
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  Speaker 3: And then after the Nie case slides, we recovered in
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  Speaker 3: three days, So they've thrown the traditional rule book out
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  Speaker 3: of the window. But Microsoft, because they're going to own
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  Speaker 3: the AI sector video Apple argue, maybe bitcoin, but I
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  Speaker 3: don't think bitcoin is drawn back enough to buy it.
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  Speaker 3: So if bitcoin goes sub forty, I think bitcoin can
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  Speaker 3: have a hell of a run during a recession.
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  Speaker 2: For sure.
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  Speaker 1: I assumed that you were going to take the tech approach.
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  Speaker 1: So I chose companies that weren't tech okay, because I
• 6:34
  Speaker 1: feel like people know those But.
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  Speaker 3: People should do what they know works. I should for
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  Speaker 3: some other shit that they want to just make up
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  Speaker 3: and they be like, Travis Shaw, are you too me
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  Speaker 3: to invest us? I should invest in sour grapes and
• 6:46
  Speaker 3: sour sop and milk. And I didn't tell you that.
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  Speaker 1: I'm I'm gonna run down the list in terms of
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  Speaker 1: a recession. It's funny because we were talking about gold,
• 6:56
  Speaker 1: and most people over the past twelve months have been
• 6:58
  Speaker 1: buying gold from this stock yep. And so I put
• 7:02
  Speaker 1: Costco in there. Cost just from a necessity standpoint, right
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  Speaker 1: when we talk about recession, there's a couple of things
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  Speaker 1: that people always going to need food and products, and
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  Speaker 1: they're gonna need health care, right, those two things will remain.
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  Speaker 1: So for that I had Costco, I had lily Uh.
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  Speaker 1: Costo's up thirty three percent year of the day, nearly
• 7:25
  Speaker 1: is up fifty percent year of to day. And then
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  Speaker 1: I put P and G in there as a safe bet,
• 7:30
  Speaker 1: like a safe slow setting long term investment. It's not
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  Speaker 1: the most violatile. It's not going to be your value
• 7:39
  Speaker 1: and play. But if you're talking about slow and steady,
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  Speaker 1: progressive and just a stable of a company, I always
• 7:45
  Speaker 1: put P and G in there when they talk about
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  Speaker 1: recessionary stocks to look into, and that's our twelve percent
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  Speaker 1: year of the day. Yeah, those were the three outside
• 7:54
  Speaker 1: of the tech space. Obviously, I love those, the three
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  Speaker 1: tech ones you said, But and then I'll put probably
• 7:59
  Speaker 1: Amazon before Big, but those would be the ones outside
• 8:02
  Speaker 1: of tech.
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  Speaker 2: Okay, has the NASDAK bottom been reached for the year?
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  Speaker 2: Are we up from here or will we have another
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  Speaker 2: major correction pullback?
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  Speaker 3: I think we have a medium pullback sometime in September,
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  Speaker 3: and then after that we're off to the races. I
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  Speaker 3: think by early October, I think that they will know
• 8:28
  Speaker 3: who will win the presidential election. That will be priced
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  Speaker 3: in unless something dramatic happens at the very end and
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  Speaker 3: Olivia Pope can't fix things some time, but I think
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  Speaker 3: September we'll get a decent pullback, a good buying opportunity,
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  Speaker 3: and after that, worker even for all the stuff that's
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  Speaker 3: been talked about, if you've been with us the last
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  Speaker 3: four years. The drop that happened last week was a
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  Speaker 3: flash in the pan. It wasn't the deep. It's not
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  Speaker 3: like Zillow or Zoom or Brivian. It's like it wasn't
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  Speaker 3: that deep of a drop to make everyone panic the
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  Speaker 3: way that they did. I think it was a fear
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  Speaker 3: of knowing we could crash, or that we should be crashing.
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  Speaker 3: The sentiment is most of the stocks are too high
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  Speaker 3: for where they should be, but we haven't had a
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  Speaker 3: deep enough catalyst to let it run down. I'll remind
• 9:15
  Speaker 3: you again, go watch the Big Short. This reminds me
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  Speaker 3: of the scene where moodies were buying the ratings and
• 9:20
  Speaker 3: the banks are buying the ratings to keep everything afloat.
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  Speaker 3: They're doing their job to try and keep everything slow
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  Speaker 3: and steady. But I think another deep crash. No, I
• 9:29
  Speaker 3: don't think we're going to have one of those until
• 9:31
  Speaker 3: after someone is in office.
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