Speaker 1: An illegal alien from Guatemala charged with raping a child
Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
Speaker 1: accused of murdering a Texas man of Venezuelan charged with
Speaker 1: filming and selling child pornography in Michigan. These are just
Speaker 1: some of the heinous migrant criminals caught because of President
Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
Speaker 1: crossings are at the lowest levels ever recorded, and over
Speaker 1: one hundred thousand illegal aliens have been arrested. If you
Speaker 1: are here illegally, your next you will be fined nearly
Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
Speaker 1: never return. But if you register using our CBP home
Speaker 1: app and leave now, you could be allowed to return legally.
Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
Speaker 1: border and families will be protected.
Speaker 2: Sponsored by the United States Department of Homeland Security.
Speaker 3: What is the investment opportunity that everyone is missing?
Speaker 4: I think outside of AI, of course those EMPIC has
Speaker 4: been huge, but I think any we'll go to do
Speaker 4: your research on cancer treatments that are extending life and
Speaker 4: life quality by ten to fifteen years. I think that
Speaker 4: is going to be the next wave over the next
Speaker 4: maybe six to seven years, like the weight loss drug
Speaker 4: and ozempic, and that era has completely taken over. But
Speaker 4: I think decreasing morbidity rates and quality of life increases while.
Speaker 5: A patient has cancer.
Speaker 4: Not that I can't say everything that I've been told,
Speaker 4: but I've been hearing there are some alternative treatments that
Speaker 4: are coming from mainstream healthcare companies that are not as
Speaker 4: damaging as chemo or any of the traditional remedies that
Speaker 4: are coming. So if you can have cancer going to remission,
Speaker 4: have high quality of life, don't lose your hair, don't
Speaker 4: lose all of your healthy antibodies, I think that will
Speaker 4: set the stuff market on fire over the next four
Speaker 4: or five years.
Speaker 6: Yeah, isn't that like kind of synopsis of how we
Speaker 6: look at the market now? Like everybody talks about the
Speaker 6: tech companies, I think most people couldn't name ten healthcare
Speaker 6: companies at all.
Speaker 5: This is the biggest business in the country. Absolutely, it
Speaker 5: is the business.
Speaker 4: Tech may get the most funding, but especially in the
Speaker 4: dawn market, farm and healthcare really just wants to go
Speaker 4: to if you want to have a true edge in
Speaker 4: the market, and they're like the one thing the Kramer
Speaker 4: has said historically that it has been true, there's a
Speaker 4: bull market somewhere in the down market, farmer and healthcare
Speaker 4: tend to do better, and a zero inflation environment tech
Speaker 4: will do better. So you have to know what cycle
Speaker 4: we're in. Interest rates are up, healthcare is up, Olympics
Speaker 4: going crazy.
Speaker 5: We talked about Novo a lot.
Speaker 4: I've been screaming Eli Lily forever, knowing if the interest
Speaker 4: rates were going to come up. That was a play
Speaker 4: into the rise and interest rates as well. So you
Speaker 4: have to know the seasonality and the macro picture of
Speaker 4: what to invest in as well.
Speaker 5: Okay, yeah, So.
Speaker 3: Off the backs of that, what sectors are best to
Speaker 3: invest in the down market?
Speaker 2: Healthcare for sure, I love.
Speaker 4: Third, I will probably look at oil and then b
Speaker 4: I will look at commodities. So I would go healthcare first. Well, no, no,
Speaker 4: let me scratch it. I would go defense. I don't
Speaker 4: love all defense companies, but in a down market, and
Speaker 4: if we're going to enter a longer war cycle, which
Speaker 4: we've been in war forever as a country, I would
Speaker 4: go healthcare defense first. Or defense second, for sure, those
Speaker 4: are the three that I would go with.
Speaker 2: Yeah, so I would take our commodities and peril with defense.
Speaker 5: So historically, historically, this is based on history.
Speaker 6: Obviously, in the down market, utilities, healthcare, and consumer staples
Speaker 6: are the safest and probably the best investments.
Speaker 5: This is always based on the data.
Speaker 6: Consumer stables make sense, all right, These are the things
Speaker 6: that we're always going to need. Beverages, food, home care supplies,
Speaker 6: personal supplies. These things were always going to need, whether
Speaker 6: it's a bull market or band market.
Speaker 5: Those are necessities.
Speaker 2: And we get the coke versus pepsi later.
Speaker 5: Yeah, yeah, yeah, yeah, yeah. We talk about all the
Speaker 5: time and we talk about ETF.
Speaker 6: So XLP would be if you don't know what consumer
Speaker 6: stables are, that would be a good ETF to look
Speaker 6: at and just look at the holdings and look at
Speaker 6: the allocations based on those holdings. So if you're looking
Speaker 6: at it from an individual standpoint, you can see the companies,
Speaker 6: or if you want to have a safe route investing
Speaker 6: in ETF, you can see that they.
Speaker 5: Have there what they have there.
Speaker 6: Consumer discretionary would be something like we always talk about
Speaker 6: when we talk about XL Y. But again those are
Speaker 6: things that we kind of spend when we have more money. Right,
Speaker 6: this is like when we have discretionary income. These are
Speaker 6: the type of things we spend on. So you'll find Amazon.
Speaker 6: So it's kind of the inverse. Right when money starts
Speaker 6: to slow down, then we go back to the necessities again,
Speaker 6: food and beveraged personal items. So healthcare you spoke about,
Speaker 6: but utilities is something as well. Yeah, again these are necessities, right,
Speaker 6: We're going to need power, all these things that become
Speaker 6: necessities in life or the way is how we should
Speaker 6: be looking at it from an investment standpoint. What do
Speaker 6: we absolutely need? Do we need communication? Do we need utilities?
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Speaker 1: An illegal alien from Guatemala charged with raping a child
Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
Speaker 1: accused of murdering a Texas man of Venezuelan charged with
Speaker 1: filming and selling child pornography in Michigan. These are just
Speaker 1: some of the heinous migrant criminals caught because of President
Speaker 1: Donald J. Trump's leadership. I'm Christy Noman, the United States
Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
Speaker 1: crossings are at the lowest levels ever recorded, and over
Speaker 1: one hundred thousand illegal aliens have been arrested. If you
Speaker 1: are here illegally, your next you will be fine nearly
Speaker 1: one thousand dollars a day, imprisoned and deported, you will
Speaker 1: never return. But if you register using our CBP home
Speaker 1: Apple and leave now, you could be allowed to return legally.
Speaker 1: Do what's right, leave now. Under President Trump, America's laws
Speaker 1: border and families will.
Speaker 2: Be protected sponsored by the United States Department of Homeland Security.
Speaker 6: So if we're looking at necessities, we're looking at need
Speaker 6: when it's subsessionary time, this is where our focus kind
Speaker 6: of should be.
Speaker 4: The only thing I would say about utilities is you
Speaker 4: have to know when to get out, because if we're
Speaker 4: back in a low interest rate environment, you could miss
Speaker 4: out an opportunity to get five hundred to one thousand
Speaker 4: percent gain on the tech side. So I agree, but
Speaker 4: it's more of a if I had a secondary portfolio,
Speaker 4: I will follow that. But if we got back to
Speaker 4: zero to three percent interest rate, I would have to
Speaker 4: take profit in the utilities and consumer the discretion area
Speaker 4: and then go back to If you want to talk rotation,
Speaker 4: that is a macro rotation that heads funds too used,
Speaker 4: not like the quarter to quarter that they often talk.
Speaker 5: I think that doesn't. I think we agree healthcare is
Speaker 5: number one. We both get absolutely. But you said oil, minister.
Speaker 5: In why you said oil usually because.
Speaker 4: If oil goes up higher, our economy tends to go down.
Speaker 4: Doing war USO tends to shoot up a lot more
Speaker 4: crude and WTI goes up a lot more. So it's
Speaker 4: not one that I've always loved. But if I'm looking
Speaker 4: historically at what does shoot up, oil does go up
Speaker 4: in that commodity space when a market is down overall,
Speaker 4: Like if we go to one hundred and fifteen dollars
Speaker 4: a barrow, which I'm not saying we will, but that
Speaker 4: will be a sign of suppression in the economy overall.
Speaker 4: Like vice is always number one for me, but if
Speaker 4: I have to pick second, like seeing where the price
Speaker 4: of oil is is a determining factor of where the
Speaker 4: economy is as well.
Speaker 6: Yeah, I remember during the pandemic it was negative. Remember
Speaker 6: how and what negative? I was crazy?
Speaker 3: Well, speaking of oil, so do you think oil will
Speaker 3: plummet or will continue to go higher in this current economy?
Speaker 4: That I think oil will pull back a little bit,
Speaker 4: maybe high eighties, and then we'll.
Speaker 5: Start to shoot back up.
Speaker 4: So we're in a very interesting space because we're not
Speaker 4: clear on what's going to happen with Hamas. We'll talk
Speaker 4: about kinds of permanent and a few they're going on strike.
Speaker 4: You a w astilling proceedings. A Hollywood strike just ended.
Speaker 4: So and Troy said it like when it was negative,
Speaker 4: people began to build positions in oil. I think the
Speaker 4: highest it got to maybe it was ninety one bucks
Speaker 4: about a year and a half later. So we're going
Speaker 4: to be like a place where it's chopping back and
Speaker 4: forth for a little bit. Ultimately, like oil prices are
Speaker 4: going to come down because if not, consumers are going
Speaker 4: to get crushed and businesses that are going to get crushed.
Speaker 4: But I think we'll see prices come down, then shoot
Speaker 4: back up, and then ultimately go back down in about
Speaker 4: three or four months.
Speaker 6: You know what's interesting and maybe you could again just
Speaker 6: break this down for the people who may be unfamiliar,
Speaker 6: the correlation between the oil prices and when we see
Speaker 6: conflicts or war and so over the weekend we saw
Speaker 6: oil go up by four percent. Yeah, so we saw
Speaker 6: this happen when Ukraine and when Russia is Ukraine and
Speaker 6: with a conflict, we saw oil prices have volatility. So
Speaker 6: what's the correlation between oil and conflict and war?
Speaker 4: Because we don't control our oil supply as cleanly as
Speaker 4: we should because we're dependent on others. So now, of
Speaker 4: course I believe I think Saudi Arable said that they
Speaker 4: may release barrels to offset the prices so it doesn't
Speaker 4: hurt everyone during this time, because you don't want a
Speaker 4: whole bunch of reasons to not invest or for people
Speaker 4: to be timid, and we probably have ten of them
Speaker 4: right now. We don't need another five on top of it.
Speaker 4: But the correlation is like, because we don't control our
Speaker 4: supply and other countries have a vested interest in it,
Speaker 4: ore prices can continue to go higher during times of
Speaker 4: conflict because of people are going to keep the reserves,
Speaker 4: usually to themselves. Ultimately, how this always plays out with oil,
Speaker 4: everyone's worried for two or three months and it goes down.
Speaker 4: That would be the same case here. Also wants to
Speaker 4: push forward to go towards EV so we can have
Speaker 4: a control of that market cap, even though if we
Speaker 4: talk about EV, EV isn't as clean as everyone thinks
Speaker 4: it is, and most of the people in oil will
Speaker 4: have majority of market share in the EV space. But
Speaker 4: because we don't control our own supply, that's why you
Speaker 4: will see a lot of price manipulation with oil during
Speaker 4: times of conflict.
Speaker 6: Yeah, conflict, natural disasters, we've seen that before. Yeah, it's seasonality.
Speaker 6: So all these things play a role in when we're
Speaker 6: talking about oil. So yeah, anything to keep it on.
Speaker 1: An illegal alien from Guatemala charged with raping a child
Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
Speaker 1: accused of murdering a Texas man of Venezuelan charged with
Speaker 1: filming and selling child pornography in Michigan. These are just
Speaker 1: some of the heinous migrant criminals caught because of President
Speaker 1: Donald J. Trump's leadership. I'm Christine Noman, the United States
Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
Speaker 1: crossings are at the lowest levels ever recorded, and over
Speaker 1: one hundred thousand illegal aliens.
Speaker 2: Have been arrested.
Speaker 1: If you are here illegally, your next you will be
Speaker 1: fine nearly one thousand dollars a day, imprisoned and deported,
Speaker 1: you will never return. But if you register using our
Speaker 1: CBP home app and leave now, you could be allowed
Speaker 1: to return legally. Do what's right. Leave now. Under President Trump,
Speaker 1: America's laws, border and families will be protected.
Speaker 2: Sponsored by the United States Department of Homeland Security.