Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - I’m waiting to invest until… (URGENT June Stock Market Update) + Stock Market News 17 June 2025

Transcript

Felix Prehn - I’m waiting to invest until… (URGENT June Stock Market Update) + Stock Market News 17 June 2025 · Felix Nikolas Prehn's Podcast

• 0:00
  Speaker 1: Felix and Winston here and welcome to this pre-Morcan morning.
• 0:05
  Speaker 1: You know we're a lot lost for words, but you get the idea.
• 0:07
  Speaker 1: Today's a big day because the market is adjusting to what it believes the conflict in the Middle East is morphing into.
• 0:15
  Speaker 1: So, yes, we have to talk about war a little bit, but we also talk about opportunities within that.
• 0:20
  Speaker 1: I want to give you at least five, six stocks that I see as big opportunities here, and why Pre-market is looking a little bit glum and red, but not terrifyingly red.
• 0:29
  Speaker 1: Oil futures are up, fear is up a little bit.
• 0:32
  Speaker 1: So I want to walk you through what's actually happening here, what are the likely outcomes and how we can make money out of this.
• 0:38
  Speaker 1: And this is not like benefiting from war, by the way.
• 0:40
  Speaker 1: This is not what this is about.
• 0:41
  Speaker 1: What we do here does not harm anybody.
• 0:43
  Speaker 1: But if we can make money for ourselves, if we can protect our money, our funds, our families' futures, then I believe we're doing the right thing for ourselves.
• 0:51
  Speaker 1: So if you guys would get some value out of that, put a V in the chat and I'll see it.
• 0:56
  Speaker 1: Winston here is very excited, as you can tell, joining us and I'm going to share my screen with you here and walk you through just what's actually just been going on over the last couple of hours.
• 1:13
  Speaker 1: So we've got a bunch of Trump tweets and quotes, as he just left the G7 in Canada early, a day early, to head for the White House Situation Room.
• 1:18
  Speaker 1: That was good.
• 1:34
  Speaker 1: So he signed, said here, iran should have signed a deal.
• 1:35
  Speaker 1: You get a pen.
• 1:36
  Speaker 1: Um, I told him to sign it.
• 1:36
  Speaker 1: What a shame, waste of life.
• 1:37
  Speaker 1: Iran cannot have a nuclear weapon.
• 1:37
  Speaker 1: I said that over and over again.
• 1:39
  Speaker 1: Everybody should immediately evacuate to iran, which doesn't sound like sort of peace is coming anytime soon, right Now.
• 1:46
  Speaker 1: The next quote then was Trump asks National Security Council to be in a situation room when he arrives back in Washington tonight, which should be well.
• 1:57
  Speaker 1: Is he back?
• 1:57
  Speaker 1: I think he's just landed, doesn't he?
• 1:59
  Speaker 1: Slightly confused with time zones there, but I think he should be back.
• 2:02
  Speaker 1: Slightly confused with time zones there, but I think he should be back.
• 2:05
  Speaker 1: And then he says this this literally came out just very shortly.
• 2:08
  Speaker 1: And he says I didn't say I was looking for a ceasefire.
• 2:13
  Speaker 1: We're looking for better than a ceasefire.
• 2:15
  Speaker 1: He told reporters on Air Force One An end, a real end, not a ceasefire.
• 2:20
  Speaker 1: An end or giving up entirely is okay too.
• 2:23
  Speaker 1: So he's basically saying Iran has to give up entirely.
• 2:29
  Speaker 1: They have to fold, they have to say we will never have nuclear weapons.
• 2:32
  Speaker 1: You can have all of our stockpiles, we won't build nuclear reactors or any of that.
• 2:36
  Speaker 1: And given that you're negotiating here with the supreme leader of Iran, he's probably well, he probably thinks rather highly of himself.
• 2:45
  Speaker 1: He calls himself a supreme leader, so this is probably not the most reasonable person in the world to negotiate with.
• 2:50
  Speaker 1: So it seems unlikely, right?
• 2:52
  Speaker 1: And then he says this I have no desire to negotiate with Iran.
• 2:55
  Speaker 1: I expect nothing less than their complete surrender.
• 2:58
  Speaker 1: So we've gone from.
• 2:59
  Speaker 1: We don't want a war.
• 3:00
  Speaker 1: The US will not be involved to evacuate the capital of Iran, and I want your complete surrender, which sounds more like war talk.
• 3:10
  Speaker 1: So I tweeted this today.
• 3:17
  Speaker 1: If you guys follow me on Twitter careful, there are but a million fake accounts of copying me we will undoubtedly try to sell you something in Bitcoin Finance Felix is my handle if you want to find me and it's got a little verified thing up there.
• 3:30
  Speaker 1: And he says or I say rather, the only way to really end this from an Israeli-American perspective and to make sure there is actually no uranium enrichment going on, and so on.
• 3:42
  Speaker 1: You need those bunker busting bombs.
• 3:44
  Speaker 1: They're absolutely massive.
• 3:46
  Speaker 1: For that you need B-2 bombers.
• 3:48
  Speaker 1: Only the US has them, only the US has the bombs, only the US has the means to actually drop them.
• 3:53
  Speaker 1: So either the US hands some planes, including crew, over to the Israelis and says it was the Israelis who did it which is a bit silly because they're American weapons and American pilots and American planes or the US actually goes.
• 4:06
  Speaker 1: And so what are we doing?
• 4:09
  Speaker 1: Well, winston and I, winston right, we are simply doing the thing that makes the most sense, and we've been doing this for weeks.
• 4:16
  Speaker 1: By the way, we did not know this war was coming, and that shows you again.
• 4:20
  Speaker 1: The market typically tells you what's going to happen in the world.
• 4:22
  Speaker 1: So we're positioned defense and oil and gold stocks quite nicely.
• 4:26
  Speaker 1: They're making us quite a bit of money.
• 4:27
  Speaker 1: We we have a little dip in tech stocks this morning, and I'm specifically saying here, excluding Apple.
• 4:35
  Speaker 1: I'm not a believer in Apple at present.
• 4:38
  Speaker 1: I'm also going to buy those if we get some nice dips there.
• 4:41
  Speaker 1: So, yeah, I feel this is going to get worse before it gets better, but I think it's also a.
• 4:47
  Speaker 1: I mean, the human cost is terrible, literally.
• 4:50
  Speaker 1: My fitness coach is in Tel Aviv.
• 4:52
  Speaker 1: I did a session with him today a few hours late because he needed to get some sleep.
• 4:56
  Speaker 1: He spent half the night in a bunker, which isn't really fun, right.
• 5:00
  Speaker 1: So I have great sympathy for everybody in that region, no matter where you hail from.
• 5:06
  Speaker 1: Nobody deserves to have their home blown up.
• 5:08
  Speaker 1: But it is what it is and we just have to accept it for what it is and we just have to make money.
• 5:12
  Speaker 1: That's really our job, right, that's what we will be here for.
• 5:16
  Speaker 1: So Microsoft, google down 0.8%.
• 5:19
  Speaker 1: Amazon down 0.8%, tesla equally Sort of a little bit of a, just a little haircut.
• 5:25
  Speaker 1: It just sort of means a little bit of money is moving out of big tech, getting a bit more cautious, probably moving into gold and so on.
• 5:31
  Speaker 1: We'll look at that in a moment.
• 5:36
  Speaker 1: Palantir is up 0.5%.
• 5:36
  Speaker 1: Amd looks good.
• 5:37
  Speaker 1: Pre-market Full video coming out on that today.
• 5:39
  Speaker 1: Yep, this AMD doubter is now a believer, hallelujah.
• 5:45
  Speaker 1: And, by the way, I will flip-flop all the time on stocks.
• 5:47
  Speaker 1: I have no belief system that says to me I like a stock or any of that.
• 5:52
  Speaker 1: For me, it's literally just about the data, it's just about the rules.
• 5:55
  Speaker 1: That's all that matters.
• 5:56
  Speaker 1: Nothing else matters.
• 5:58
  Speaker 1: Whether I like it or loathe, it couldn't care less.
• 6:00
  Speaker 1: And I'll show you some of the stocks that we're making a lot of money with at the moment, and you'd be like I would never look at those because people don't talk about them, but me, my students and most and most of Wall Street is making a lot of money out of them.
• 6:10
  Speaker 1: So I'll show you some of those just in a second here.
• 6:13
  Speaker 1: But if you actually want to learn how we do what we do, there is a link down below over here felixfriendsorg slash get free, and you can literally get the whole playbook.
• 6:24
  Speaker 1: Like felixfriendsorg slash get free, you literally get Wall Street's playbook of when to buy, what to buy and when to sell it.
• 6:31
  Speaker 1: Yeah, this sort of stuff.
• 6:33
  Speaker 1: Islam must be crushed.
• 6:35
  Speaker 1: It's just not going to happen.
• 6:36
  Speaker 1: It's just not going to happen.
• 6:37
  Speaker 1: So just don't get your mind caught up in it.
• 6:41
  Speaker 1: Just focus on yourself, your family, focus on what you can do and don't focus on that kind of thing.
• 6:45
  Speaker 1: It's just not going to happen.
• 6:52
  Speaker 1: Right?
• 6:53
  Speaker 1: The supreme leader is in his 90s, isn't, isn't he?
• 6:54
  Speaker 1: Well, he's still supreme.
• 6:55
  Speaker 1: It's better than your title, isn't it in my title?
• 6:56
  Speaker 1: I wouldn't mind being the supreme leader of something.
• 6:58
  Speaker 1: Um, I think winston is the supreme leader around here.
• 7:01
  Speaker 1: Around you, winston?
• 7:02
  Speaker 1: Yes, absolutely, actually, it's probably the cats, if we're honest about it.
• 7:05
  Speaker 1: Um, how do you scan for stocks?
• 7:08
  Speaker 1: Uh, david, first thing is you, you look at the sectors.
• 7:10
  Speaker 1: So look at the sectors that are bullish.
• 7:12
  Speaker 1: I put out a list to my students every week where I say these are the sectors we're looking at, and then I actually put out the actual stocks too and hopefully it's kind of repetition.
• 7:21
  Speaker 1: And I think there is this.
• 7:22
  Speaker 1: There's a little bit of this myth out there that I can just watch a couple of YouTube videos and I become an amazing investor.
• 7:27
  Speaker 1: You get a lot better if you watch the right YouTube videos, for sure, but I don't think I would be retired today if I was just watching YouTube videos.
• 7:36
  Speaker 1: I just don't think that'd be true.
• 7:37
  Speaker 1: I think unless I actually had somebody and there was Albert, unless I actually had somebody who looked at my traits and said Felix, what the heck were you thinking?
• 7:46
  Speaker 1: And Felix, get out of that one.
• 7:48
  Speaker 1: And Felix, like do you remember the rules?
• 7:51
  Speaker 1: Why did you have that open?
• 7:52
  Speaker 1: Why are you down this much on that one and just getting whacked a little bit by somebody who knows better.
• 7:57
  Speaker 1: I think that's what actually built the discipline that I have nowadays, where I just kind of know what I'm doing, not because I'm smart, it's just because people taught me.
• 8:06
  Speaker 1: So that's all I would say is find yourself somebody you want to learn from.
• 8:08
  Speaker 1: It doesn't have to be me, just somebody you want to learn from.
• 8:10
  Speaker 1: It doesn't have to be me.
• 8:10
  Speaker 1: Just find somebody who actually knows what's going on, and that's typically not a well-meaning 25-year-old kid in a t-shirt, but it's usually somebody who's actually worked in an investment bank or a hedge fund or some sort of institution like that.
• 8:25
  Speaker 1: That's who I would learn from.
• 8:25
  Speaker 1: So that would be my only piece of advice there for the day.
• 8:29
  Speaker 1: Now you can learn Wall Street's actual rules.
• 8:31
  Speaker 1: It's completely free.
• 8:32
  Speaker 1: It'll take you 15 minutes.
• 8:33
  Speaker 1: Felixfrenzelcom, get free, go over there and check that out.
• 8:36
  Speaker 1: And the supreme leader of bad stock picks is Michael.
• 8:39
  Speaker 1: And look, michael, if you wanted to, you could fix that in about 15 minutes.
• 8:44
  Speaker 1: And the question is whether you want to.
• 8:46
  Speaker 1: Some people are just comfortable in their supreme badness of picking stocks.
• 8:48
  Speaker 1: But it's not necessary.
• 8:49
  Speaker 1: If we quickly look at, they're a supreme badness at picking stocks, but it's not necessary.
• 8:52
  Speaker 1: We're quickly got futures.
• 8:54
  Speaker 1: You see, oil is popping up Not that much, but still popping up.
• 8:57
  Speaker 1: Fear index up about 3%, markets down about 0.5%.
• 9:02
  Speaker 1: So not horrific, but also not golden.
• 9:05
  Speaker 1: Of course, everyone's waiting to see what Donald's going to do To round the day off.
• 9:11
  Speaker 1: We have a couple more pieces of news that we need to digest, and one of them is retail sales, and apparently you lot who's American on this chat?
• 9:19
  Speaker 1: Put an A in the chat.
• 9:20
  Speaker 1: If you're American, I'm very cross with you because you haven't been shopping enough.
• 9:25
  Speaker 1: You see, we rely on you to flex that plastic frequently and get yourself into lots of consumer debt.
• 9:33
  Speaker 1: Really, that's really what we're here for.
• 9:35
  Speaker 1: So consumer sales dropped 0.9%.
• 9:40
  Speaker 1: We were expecting this was expected.
• 9:43
  Speaker 1: This was last month, this is now.
• 9:49
  Speaker 1: Hello, all my American friends, have you been shopping?
• 9:51
  Speaker 1: Be honest about it.
• 9:52
  Speaker 1: Have you been shopping?
• 9:53
  Speaker 1: If you haven't, please go out and shop some more and, honestly, don't shop, just buy stocks.
• 9:58
  Speaker 1: It's much better, but it would be nice if you did.
• 10:00
  Speaker 1: Um, so even if you take out auto sales, which clearly have been tanking, we're still down in actual retail spending, which isn't brilliant from a sort of you know, if you, if you were a Nike or any sort of retail type stocks.
• 10:16
  Speaker 1: Right, george, I don't shop.
• 10:18
  Speaker 1: I think George single-handedly tanked this index.
• 10:21
  Speaker 1: Well, actually, if you never shop, then it doesn't make any difference, but if some of you have been shopping and you've stopped shopping, we blame.
• 10:28
  Speaker 1: You Just know that.
• 10:31
  Speaker 1: So, to also just round things off, the buyback blackout period is beginning on, and you might want to write this down 16th of june until 25 of july, that is the next blackout period.
• 10:50
  Speaker 1: And what is a blackout period?
• 10:51
  Speaker 1: Anybody know?
• 10:52
  Speaker 1: Put it in the chat.
• 10:53
  Speaker 1: A blackout period and what is a blackout period?
• 10:55
  Speaker 1: Anybody know?
• 10:55
  Speaker 1: Put it in the chat.
• 10:56
  Speaker 1: A blackout period means a stop of buybacks.
• 10:59
  Speaker 1: So companies buy their own stocks.
• 11:01
  Speaker 1: It's the biggest buyer of stocks on Wall Street.
• 11:04
  Speaker 1: When we go into an earnings season, they're legally not permitted to buy their own stocks for a certain period.
• 11:09
  Speaker 1: So we're going to be missing $ four, five billion dollars a day in stock buying.
• 11:18
  Speaker 1: Something to bear in mind.
• 11:19
  Speaker 1: There is that period here, mid June to sort of mid-end July, where things can get a little bit more exciting and obviously a few things happening that are exciting.
• 11:29
  Speaker 1: Right, I have faith in American greed.
• 11:32
  Speaker 1: Good, good, good.
• 11:33
  Speaker 1: So Metallica concert t-shirt yes, yes, yes, obviously I'm still wearing the red shorts, by the way, if you must know.
• 11:42
  Speaker 1: I will gladly show you again if I have to fetch that cat again.
• 11:48
  Speaker 1: Okay, here's some happier news, my friends, after all that war talk and we'll talk about some opportunities in a sec.
• 11:55
  Speaker 1: But SoFi has a.
• 11:57
  Speaker 1: What do you see on the chart?
• 11:58
  Speaker 1: What is the thing that everyone gets very, very, very excited about?
• 12:01
  Speaker 1: It is a.
• 12:03
  Speaker 1: Anybody know.
• 12:03
  Speaker 1: Anybody know.
• 12:04
  Speaker 1: It's here.
• 12:05
  Speaker 1: I'm going to write it out.
• 12:05
  Speaker 1: It starts with a G.
• 12:06
  Speaker 1: It starts with a G.
• 12:07
  Speaker 1: It is called a golden cross and we're going to have to make that as golden as we can.
• 12:14
  Speaker 1: Can we make it golden?
• 12:17
  Speaker 1: Yes, so that here is a golden cross.
• 12:21
  Speaker 1: What's a golden cross?
• 12:22
  Speaker 1: A golden cross is the 50-day crossing, the 200-day moving averages.
• 12:26
  Speaker 1: These lines matter.
• 12:28
  Speaker 1: The blue line is the 200-day moving average, the yellow one is the 50.
• 12:32
  Speaker 1: So as crossing that.
• 12:34
  Speaker 1: Now, the last time SoFi crossed that and everybody will tell you that it was here, it was in October 2024.
• 12:42
  Speaker 1: And after that SoFi went up bigly, about 104%, to the very top of the market, about 115%.
• 12:51
  Speaker 1: That doesn't mean that necessarily is going to happen, but it is sort of one of those things that catches attention and gets people a little bit excited, I would say we're still a little bit stuck in this upward zone.
• 13:01
  Speaker 1: So I'd like to see us close somewhere above $15.
• 13:06
  Speaker 1: I think sort of $15.10 or something like that, and I would be quite happy.
• 13:10
  Speaker 1: Why am I saying that?
• 13:11
  Speaker 1: Because you see that high here, we closed at $15.
• 13:15
  Speaker 1: What was the high on the day Closed rather $15.06.
• 13:19
  Speaker 1: So we want to close above that 1510 and upwards.
• 13:23
  Speaker 1: Did anybody care when it was a death cross?
• 13:24
  Speaker 1: Yes, I think they probably did, didn't they?
• 13:27
  Speaker 1: Albert?
• 13:27
  Speaker 1: Albert, did they care?
• 13:34
  Speaker 1: I think they probably did.
• 13:36
  Speaker 1: There was a.
• 13:36
  Speaker 1: I'll try to find on the chart for you and share my screen with you in a sec.
• 13:38
  Speaker 1: Where was the?
• 13:38
  Speaker 1: Oh, you mean the very recent death cross?
• 13:40
  Speaker 1: Oh, you mean the very recent death cross?
• 13:41
  Speaker 1: Yeah, not so much, it's true, not so much.
• 13:43
  Speaker 1: It wasn't really a big, a big deal.
• 13:46
  Speaker 1: It was here and we went up anyway.
• 13:48
  Speaker 1: So, yeah, I know I don't trade on the basis of these crosses, but people get very excited about them.
• 13:53
  Speaker 1: So I thought I'd get you excited.
• 13:54
  Speaker 1: Are you excited?
• 13:55
  Speaker 1: Put an E in the chat if you're excited, or smiley Fox Gaming, pg.
• 14:08
  Speaker 1: Yeah, yeah, yeah, I saw that there, fox Gaming.
• 14:09
  Speaker 1: I think we might need somebody to monitor Fox Gaming.
• 14:13
  Speaker 1: Right, we need a moderator for the moderator and then we need a moderator for the moderator for the moderator, because, see, everybody gets corrupted eventually.
• 14:21
  Speaker 1: Here is one Oklo.
• 14:22
  Speaker 1: Apparently it's short-squeezing hedge funds into bankruptcy, oh dear.
• 14:27
  Speaker 1: Popping out hugely right here on that buy line there at 50.55, now at 68.16, up Well, actually not up this morning, but up yesterday 2.8%.
• 14:41
  Speaker 1: But you see, if you're in that, just watch that volume is disappearing and that's something to bear in mind.
• 14:48
  Speaker 1: So it implies that we're probably topping out a little bit there on good old Oklo.