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Speaker 1: The headlines say the economy is crashing again, But what

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Speaker 1: does the actual data say? Because when I dug into

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Speaker 1: the numbers myself, what I found was shocking. Now, it's

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Speaker 1: nothing like the headlines would have you believe. In fact,

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Speaker 1: there's one stat that would flip the entire narrative upside down.

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Speaker 1: And if you're just doom scrolling headlines, you're sitting there

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Speaker 1: in fear, then you're gonna miss the biggest wealth window

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Speaker 1: of this decade real quick. I'm Mark Mossov spent over

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Speaker 1: twenty years tracking boom and bus cycles, helping investors cut

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Speaker 1: through the noise to find the signal. And what I'm

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Speaker 1: about to show you might completely change how you see

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Speaker 1: the economy. So let's go all right, So we're gonna

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Speaker 1: jump right into it, and we're gonna show you. Well,

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Speaker 1: first the doomer headlines that gets all the headlines, and

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Speaker 1: the reason why is it gets all the clicks. And

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Speaker 1: to be honest with you, it's hard for me getting

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Speaker 1: you to come watch this video if I don't have

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Speaker 1: some sort of doomer. So we'll start the bad news

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Speaker 1: and then we'll get to the real data. Now, the

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Speaker 1: big bad doomer headline is GENIP gross domestic product went negative. Negative.

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Speaker 1: Now this is after eleven quarters of positive growth. It's

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Speaker 1: a big deal. Trump is crashing the economy. What is

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Speaker 1: he doing? How dare he wreck the entire world economy?

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Speaker 1: Don't you know that other nations are going to hate

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Speaker 1: the United States and love did you trade with us? Again?

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Speaker 1: And all of those things? Well? Well, yes, So here

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Speaker 1: is a government statistic. This is from the BEEA, the

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Speaker 1: Bureau of Economic Analysis, And what this is showing is

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Speaker 1: GDP gross domestic product for the first quarter of twenty

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Speaker 1: twenty five. And what they're showing is that we have

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Speaker 1: now a negative quarter after all these positive quarters. This

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Speaker 1: is this line here is about three percent, so a

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Speaker 1: little bit less than three percent, and now we have

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Speaker 1: a negative print. Boohoo. The media headlines love to pick

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Speaker 1: up on this, and it's true. Now, if we go

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Speaker 1: out a little bit further, you might remember this. By

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Speaker 1: the way, I'm using some charts here from my friends

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Speaker 1: over at the Bitcoin Layer. You should check them out.

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Speaker 1: We'll link to them in the description down below. Also,

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Speaker 1: my friend Pete saint Ange, we're using some stuff from

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Speaker 1: his news as well. But what we can see here

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Speaker 1: is that we have this negative GDP print. After all

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Speaker 1: these positive gdpre prints except for this one over here.

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Speaker 1: Now you might remember this one when Biden was president

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Speaker 1: and everyone starts talking about the US is in a recession,

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Speaker 1: and then Biden says the Biden administration says, well, that's

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Speaker 1: not a technical recession. You might remember that anyway. So

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Speaker 1: now we have a negative GDP print. However, that's the headline.

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Speaker 1: What we want to do is we want to peel

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Speaker 1: back the data, what's in the GDP so we can

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Speaker 1: understand what's really going on. Is this something that we

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Speaker 1: should be alarmed for or is this something that we

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Speaker 1: should think about differently? Okay, so the data. We want

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Speaker 1: to go into the data. That's why I show you

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Speaker 1: the charts. I show you the graphs so you can

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Speaker 1: see the size of the speed, all those things. And

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Speaker 1: we first of all want to understand GDP. So GDP

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Speaker 1: is gross domestic product g domestic product. The reason why

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Speaker 1: I say that is because first of all, GDP is

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Speaker 1: all messed up, Like if the government is taking money

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Speaker 1: from you and I from TIMEX dollars and spending that

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Speaker 1: should they be counted as gross domestic product? It's not

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Speaker 1: really producing any product. It's just redistribution, right. It certainly

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Speaker 1: shouldn't be counting Toyota trucks that were made overseas and

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Speaker 1: then brought into the United States, and so the whole

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Speaker 1: GDP basket is a little bit messed up. As a

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Speaker 1: matter of fact, Howard Lutnik, the new Secretary of Commerce,

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Speaker 1: says he wants to redo the entire GDB basket, which

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Speaker 1: I think I'm welcoming, okay, But understanding that because it's

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Speaker 1: domestic product, then we can start to understand the data.

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Speaker 1: What am I talking about? Well, what we can see

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Speaker 1: is that when we peel back the curtain and look

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Speaker 1: at the data, what we see is that imports surged

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Speaker 1: forty one percent, so again from the bea contributions to

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Speaker 1: the percent change in GDP for the first quarter. And

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Speaker 1: what we can see is that we have consumer spending

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Speaker 1: was positive. Investment spending was big time positive. We're going

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Speaker 1: to come back to that government spending was down. That

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Speaker 1: should be good, right, Government spending was down and exports

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Speaker 1: up a little bit. But here look at this one

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Speaker 1: right here, this is a big negative. Imports. The imports

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Speaker 1: were a big negative to GDP. Why because it's supposed

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Speaker 1: to be domestic product. So if we're importing from someone else,

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Speaker 1: that sort of takes away from the domestic product, which

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Speaker 1: is why it counts as a negative. But here's the problem.

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Speaker 1: We have this forty one percent surge in imports, so

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Speaker 1: it takes away from GDP, giving it this negative thing.

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Speaker 1: But why is this a massive surge of imports? Well

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Speaker 1: because of tariffs, because tariffs were announced, massive tariffs maybe

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Speaker 1: you know, one hundred and hundre percent on China, and

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Speaker 1: so everybody is front rating. Everyone's trying to import all

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Speaker 1: the goods they need right now because they don't know

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Speaker 1: what the prices will be later. And so we have

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Speaker 1: this what I'm calling a sugar rush. That's all happening now.

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Speaker 1: It's important understanding this is like a one time thing.

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Speaker 1: This isn't like a new trend. This is something that

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Speaker 1: will continue. It's a one time thing, and it's because

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Speaker 1: of this unusual circumstance of like I said, of these

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Speaker 1: tariffs and not knowing what's going to be next. So

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Speaker 1: what we want to do is what does that mean

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Speaker 1: If it's a one time thing that was because of

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Speaker 1: this tariff, it's not an ongoing thing, Well, what would

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Speaker 1: happen if that wasn't there, let's take a look at that.

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Speaker 1: What we can see is that all the pain was

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Speaker 1: caused by a forty one percent surge of imports from

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Speaker 1: Pete Saint one fronting tariffs, and this counts as negative GDP,

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Speaker 1: so it counts against it the actual GDP. If we

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Speaker 1: take that out, the actual GDP sored by a blistering

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Speaker 1: four and a half percent. Now I just showed you

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Speaker 1: the historical GDP for the last couple of years. Four

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Speaker 1: and a half percent is massive. It's way bigger than

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Speaker 1: we've seen in the last several years. Blistering as he

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Speaker 1: calls it. But it actually gets better than that. Hold on,

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Speaker 1: there's more. Because government spending dropped for the first time

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Speaker 1: since twenty twenty two. I showed you that in the chart.

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Speaker 1: Why is that a good thing? Well, because remember the

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Speaker 1: government spending is only spending money that it's taken from

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Speaker 1: you and I, So one, it shouldn't be double counted.

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Speaker 1: Number two, the government's running massive deficits. So there's about

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Speaker 1: two trillion roughly of spending per year that's debt into

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Speaker 1: the debt. So if the government can spend less, then

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Speaker 1: one we bring the debt down number one, but number two.

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Speaker 1: It gets even better than that because consumer spending outpaced

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Speaker 1: government spending by three point two percent. So private spending,

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Speaker 1: consumer spending, that's the real data, not the government spending,

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Speaker 1: not the fiscal spending. It's you and I. So that's

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Speaker 1: why government went down, consumer spending picked up. This is

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Speaker 1: also the best number since twenty twenty two. The Biden

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Speaker 1: administration was hiring massive amounts of government workers, bringing the

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Speaker 1: government spending numbers up to sort of goose the data,

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Speaker 1: goost the numbers, So a lot of the bad numbers

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Speaker 1: that we're seeing are getting back to like real data,

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Speaker 1: which is why we're seeing the best numbers since twenty

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Speaker 1: twenty two. Now, control for that dropping government spending, and

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Speaker 1: the economy grew by nearly five percent. So now you

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Speaker 1: take out the one time sugar rush, you adjust for

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Speaker 1: the difference in consumer and government spending, and now we

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Speaker 1: have an economy growing by nearly five percent. Sounds really good.

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Speaker 1: There's more in the data. We're going to get to it.

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Speaker 1: Remember there was one stat I was going to show you,

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Speaker 1: So now we're about five percent. Now, I want to

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Speaker 1: just say real quickly before we go too deep. I

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Speaker 1: like to look at the data. If you're new to

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Speaker 1: the channel, you may not have been watching me for

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Speaker 1: very long. Here's some videos that are pulled going back

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Speaker 1: to October of twenty two. Now you might remember in

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Speaker 1: October of twenty twenty two, the whole world was going

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Speaker 1: to end, the markets were going to crash and all

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Speaker 1: these things, and I made a video said, there is

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Speaker 1: no market crash coming. And here's why. The real data.

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Speaker 1: The FED doesn't want you to see the data showing

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Speaker 1: it's time to buy. The central banks are going to

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Speaker 1: be forced into this playbook easing the markets. Breaking data

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Speaker 1: shows the FED pivots here it's time to start buying.

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Speaker 1: The new data tells us it's time to buy. So

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Speaker 1: this is from October twenty twenty two, going all the

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Speaker 1: way forward, we have one of the why aren't the

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Speaker 1: markets crash coming? Breaking that down for my prediction for

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Speaker 1: financial markets on and on on, bear markets canceled, on

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Speaker 1: and on and on. Now that was out of time

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Speaker 1: again when the whole world thought the markets were going

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Speaker 1: to crash, and it was right here in the lows.

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Speaker 1: October of twenty two is when I started making those videos.

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Speaker 1: And of course the Nasdaq is up about one hundred

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Speaker 1: percent since that time. Also some more receipts here. These

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Speaker 1: are videos I made telling you was historic times to

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Speaker 1: buy bitcoin six seven, twenty two, nineteen thousand, seven nineteen

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Speaker 1: twenty two, nineteen thousand Bitcoin is fifteen thousand, twenty thousand,

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Speaker 1: twenty six thousand. Of course, now it's up over one

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Speaker 1: hundred thousand dollars or around one hundred thousand dollars right now.

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Speaker 1: So I just want to show you that I haven't

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Speaker 1: always been a doomer. I have the receipts to prove it,

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Speaker 1: and those videos are all still up on my channel.

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Speaker 1: You can go watch them. So why do I say

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Speaker 1: that real quickly? Because we can look past the headlines,

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Speaker 1: and look past the media, and look past the hysteria

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Speaker 1: and look at the data, we see something different. Okay,

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Speaker 1: Before I go on to tell you about this hidden

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Speaker 1: bowl market and what the data is really telling this

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Speaker 1: is going to happen, I want to let you know

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Speaker 1: that next week I'm gonna have a live event like

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Speaker 1: I do about every four to six weeks, where I

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Speaker 1: can go into depth. Here, we'll go about an hour.

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Speaker 1: I'm gonna have about thirty thirty five charts show you

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Speaker 1: exactly how to apply this to your own portfolio. It's

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Speaker 1: one thing to have the knowledge, but if you don't

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Speaker 1: apply the knowledge, if you don't know what assets to

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Speaker 1: buy to take advantage of this bull run, it doesn't

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Speaker 1: really do it a lot of good. So come hang out.

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Speaker 1: I'm going to break the entire case down, show you

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Speaker 1: all the charts to graphs what I'm buying, and then

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Speaker 1: we hang out live Q and A. It's super fun.

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Speaker 1: We'll answer all your questions. It's all free. There's a

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Speaker 1: link down below if you want to come join me,

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Speaker 1: Join me live. Hope to see you there. But what

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Speaker 1: is the data showing us? And why do I think

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Speaker 1: there's a hidden bull market ready to emerge? Well, a

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Speaker 1: couple of reasons again back into the data. Number one,

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Speaker 1: we want to look at the private the sales to

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Speaker 1: private domestic purchasers, the consumers, the private domessage purchase, the

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Speaker 1: PCE and what we can see here going back to

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Speaker 1: twenty twenty two, we can see that we are still

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Speaker 1: above sort of normal. Right. We don't have this big

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Speaker 1: sugar rush that was kind of the snapback reversion of

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Speaker 1: the mean here, but we're doing really well. The market's

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Speaker 1: looking actually really really strong, nothing like you would hear

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Speaker 1: on the news that the consumers stretch, then the economy

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Speaker 1: is crumbling all those things. So it's up three percent.

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Speaker 1: We can see the PCE we can see is up

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Speaker 1: one point seven nine percent. This is of personal consumption expenditures.

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Speaker 1: We can see here. The green is the consumer spending

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Speaker 1: services of two point almost two point four percent, the

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Speaker 1: red here consumer spending goods total a little bit low,

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Speaker 1: and then consumer spending non durable goods two point seven percent. Ay,

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Speaker 1: small business owner, are you buried in all types of

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Speaker 1: work keeping you from the real thing that makes you money?

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Speaker 1: Well that's where just Works comes in. They're the all

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Speaker 1: in one platform that supports small business growth. You can

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Speaker 1: get all their tools that help with benefits like payroll

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Speaker 1: and HR and compliance with transparent pricing. Now they help

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Speaker 1: you hire top talent internationally, internew markets, quickly scale international

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Speaker 1: operations without the workload, and for every how do I

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Speaker 1: do it? Question? You can reach out to their expert

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Speaker 1: staff from sole proprietor or a team of twenty. Just

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Speaker 1: Works empowers all kinds of small businesses with real human support.

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Speaker 1: So visit justworks dot com, slash podcast to join the

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Speaker 1: thousands of small businesses. That trust just works to take

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Speaker 1: care of payroll, benefits, compliance and more. Again, that's justworks

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Speaker 1: dot com, slash podcasts. So the spending is looking really good. Again,

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Speaker 1: past the headlines, past the media driven polls, and looking

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Speaker 1: at the data, what we can see is that there's

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Speaker 1: kind of a difference in shifting of purchases. But we

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Speaker 1: can see here there's a rise in personal savings. So

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Speaker 1: on top of that, personal savings has also gone up.

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Speaker 1: So the consumer is still spending, they're still buying. On

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Speaker 1: top of the spending. On top of the buying holding up,

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Speaker 1: we have savings going up. So that tells something very different.

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Speaker 1: That tells that the economy is not crumbling, that the

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Speaker 1: consumer is doing pretty good. Now, look, I understand there's

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Speaker 1: millions of people that are not doing good. There's also

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Speaker 1: millions of people that are doing really good, and so

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Speaker 1: this is not a model that everybody's a little bit different.

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Speaker 1: But the data is showing us that the economy is

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Speaker 1: not crumbling like they want to say it is. However,

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Speaker 1: this doesn't even break down what I really think is happening. Okay,

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Speaker 1: the businesses, the business spending, the business investments are going parabolic,

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Speaker 1: consumers holding up. Businesses are going parabolic. Let me break

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Speaker 1: what I break that down. All right, what we've seen

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Speaker 1: here I talked about this on a previous video, that

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Speaker 1: private investments, businesses investing into their future production, into factories

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Speaker 1: and equipment things that are up twenty two percent. Twenty

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Speaker 1: two percent. We are talking a massive number. This is

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Speaker 1: the biggest spike since twenty twenty one. Again from my

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Speaker 1: friends over the bitcoin layer. US business capital spending and

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Speaker 1: so what we can see here Q one. Look how

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Speaker 1: big those numbers are. Look how big those numbers are.

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Speaker 1: I mean, you don't even compare. This is just on

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Speaker 1: Q one. Now what does that mean for us? Well,

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Speaker 1: if businesses, the smart consumer, the one that's paying attention,

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Speaker 1: the one that has skinning the game, if they're making

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Speaker 1: this big of investments into the future, new equipment, new buildings,

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Speaker 1: new manufacturing, things like that, they are expecting big things

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Speaker 1: to happen. All right, there's more to that, we'll break

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Speaker 1: down that. But that's big. Equipment spending is up twenty

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Speaker 1: two and a half percent. Again, this is long term thinking.

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Speaker 1: This is the big businesses they see positive economic growth

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Speaker 1: in the future. The big one here information processing equipment,

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Speaker 1: information processing, think data centers, think computers is up seventy

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Speaker 1: percent annualized. This is an all time record, all time

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Speaker 1: record spending in information processing services. And I recently did

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Speaker 1: a video on Trump announced eight trillion dollars has already

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Speaker 1: been committed to be invested into the United States. Eight

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Speaker 1: trillion dollars or twenty two percent, massive and new deals.

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Speaker 1: We'll link to that video right here if you want,

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Speaker 1: or check it out on the description dob the eight

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Speaker 1: trillion dollar tsunami that's about to hit, we'll call it that.

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Speaker 1: And really, what we're seeing is this new industrial revolution.

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Speaker 1: This is just the beginning. We're eight trillion dollars just

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Speaker 1: being invested into the country right now. But what does

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Speaker 1: that mean? Where does it go? And so much more? Well,

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Speaker 1: Number one, we have an AI boom and it's onshore

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Speaker 1: and boom. So as I said, the information processing, the

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Speaker 1: computers AI is driving the capex, the capital expenditures. So

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Speaker 1: we have this massive surge seventy one percent on an

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Speaker 1: annualized basis an all time record on that. And why

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Speaker 1: do you think that is? Well, because AI is taking

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Speaker 1: off so fast, we have physical compute is needed right

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Speaker 1: so in order to build all these large language models,

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Speaker 1: all these llms. You need lots of compute, You need

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Speaker 1: lots of servers, you need warehouses, you need data centers,

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Speaker 1: you need lots of materials to build these things out.

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Speaker 1: We can see again. Let's take a look at a

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Speaker 1: chart courtesy of the Bitcoin Layer US real private fixed

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Speaker 1: investment for information processing equipment, and look at this number

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Speaker 1: right here compared to some mean right here since two

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Speaker 1: thousand and eight. Now, obviously AI is something new, but

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Speaker 1: since two thousand and eight, we had the iPhone and

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Speaker 1: we had cloud competing and all that take off as well.

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Speaker 1: This is taking off at a whole nother level like

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Speaker 1: we've never even seen before. And really we're seeing this

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Speaker 1: new wave of onshouring. Like I said, over eight trillion

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Speaker 1: dollars has been announced to be built here, and a

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Speaker 1: lot of that is in this information marketing. Now, if

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Speaker 1: you follow my work, it shouldn't be a big surprise

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Speaker 1: to you. Of course, I always talk about the quantum

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Speaker 1: leaf cycle that happens about every fifty years, and the

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Speaker 1: one that is just starting. So this happened six times one, two, three,

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Speaker 1: four or five. We're on the sixth one right now,

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Speaker 1: and this is the decentralized revolution. This is the convergence

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Speaker 1: of bitcoin and AI coming together and how they work

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Speaker 1: together to give us a whole nother set of building

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Speaker 1: blocks to build things that we don't even know about.

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Speaker 1: So if you follow my work and you understand the cycles,

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Speaker 1: this AI boom shouldn't be a big surprise. It's more

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Speaker 1: of a confirmation of that. Okay, And we have this

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Speaker 1: new wave of onshooring. And this is again even for

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Speaker 1: blue collar workers. Right We need to build the warehouse,

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Speaker 1: we need to build the data centers. It's the largest

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Speaker 1: relocation of capital since World War II. I just did

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Speaker 1: a video on this talking about how after World War

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Speaker 1: II the US sort of had this wartime economy and reindustrialized,

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Speaker 1: and now we're doing the same thing. Right now, I

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Speaker 1: expect another massive era of prosperity. The reason why is

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Speaker 1: because the US is becoming the global hub for this,

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Speaker 1: the global hub for AI, the global hub for processing,

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Speaker 1: the global hub for data processing. It's all happening right here. Okay.

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Speaker 1: So that's the data with a little bit of my

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Speaker 1: opinion on top of it. But the data is the data.

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Speaker 1: So what we're trying to do as investors is we're

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Speaker 1: trying to find the signal through all the noise, because

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Speaker 1: there's plenty of noise out there. For anyone saying one thing,

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Speaker 1: you can find someone saying the other. What do they

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Speaker 1: say about opinions fill in the blank. I'm not going

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Speaker 1: to answer that, right, But we've all this noise. And again,

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Speaker 1: what gets media headlines, what gets YouTube views, what gets

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Speaker 1: you to click on these videos is talking about sensational,

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Speaker 1: new more stuff. But we want to find the signal,

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Speaker 1: and we do that by understanding what's fact data and

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Speaker 1: then what's opinion? All right, so that's what we want

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Speaker 1: to understand. The noise is all the negative headlines that

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Speaker 1: gets you to click, But the signal tells us something different,

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Speaker 1: and we can choose to interpret the data differently. But

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Speaker 1: what we can see is by looking at some of

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Speaker 1: these charts, it can give us more information. So for example,

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Speaker 1: when this was announced, the negative GDP print and all

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Speaker 1: the news media ran into hysteria telling you how bad

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Speaker 1: things are and Trump's going to crash the entire world.

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Speaker 1: What we saw is that risk assets which would typically

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Speaker 1: sell off quickly like the bitcoin, like S and P

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Speaker 1: five hundred, for example, they didn't. They didn't sell off.

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Speaker 1: As a matter of fact, they're really very resilient and

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Speaker 1: they've only been going up since then. Huh. That's interesting.

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Speaker 1: So the media is trying to whip us up into hysteria.

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Speaker 1: The YouTubers and the Twitter people are trying to put

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Speaker 1: us in that hysteria. But the data, huh, the assets

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Speaker 1: were pretty resilient. We also know that if we you

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Speaker 1: look at global liquidity again, if you watch my channel

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Speaker 1: on a regular basis, you know that I always talk

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Speaker 1: about global equidity because it's global liquidity pushes asset prices higher,

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Speaker 1: so we always want to keep our eye on that.

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Speaker 1: One of my favorite people to follow for global equity

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Speaker 1: is Michael how This just came out a couple of

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Speaker 1: days ago. Global equity is rising. That's the headline. It's rising.

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Speaker 1: How much is it rising? It reached a new all

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Speaker 1: time high of one hundred and seventy seven trillion dollars,

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Speaker 1: a new all time high. On liquidy, it's still coming on,

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Speaker 1: but it gets better. Expect the current liquidity cycle. Oh,

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Speaker 1: he expected the current liquidity cycle to peak around Q

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Speaker 1: four this year, so he's been talking about this. Of course,

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Speaker 1: I talk about his research all the time. We typically

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Speaker 1: have about these four year liquidity cycles, not to the

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Speaker 1: day plus or minus. And because of that, he's been

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Speaker 1: expecting it to peak sometime around the end of this year.

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Speaker 1: Of course, if you're a bitcoin bowl, you understand there's

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Speaker 1: four year cycles as well. It's a lot of people

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Speaker 1: think that maybe bitcoin would peak around the end of

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Speaker 1: this year as well. However, he says, however, the rapidly

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Speaker 1: deteriorating global economy, which will likely spur central banks to

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Speaker 1: ease we've already seen it, has caused us to reconsider

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Speaker 1: maybe it's not gonna end twenty twenty six. All in all,

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Speaker 1: we now expect the cycle to peak in mid twenty

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Speaker 1: twenty six because right now the central banks are just

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Speaker 1: starting to fire up their money printers, if you will.

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Speaker 1: The Federal Reserve is just has just been easing lately.

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Speaker 1: Right this is all getting going, and so he thought

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Speaker 1: it might peak in them the year, and now I

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Speaker 1: says mid twenty twenty six. And because of that, risk

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Speaker 1: asset markets and liquidity sensitive cryptocurrencies. So basically risk assets

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Speaker 1: bitcoin are benefiting. Hmm. Okay, so that's the data, that's

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Speaker 1: the data. Global equidity is rising. We also can look

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Speaker 1: at the data and go well, the bonds, the bond market,

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Speaker 1: they didn't crash, they hold study. As a matter of fact,

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Speaker 1: they eased a little bit. So all of the data

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Speaker 1: points are telling us that the signal tells us that

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Speaker 1: things are really good, and not just really good. They're

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Speaker 1: loading up for a sling shot. That's what it's telling us.

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Speaker 1: We see rising wages and stable inflation. So if wages

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Speaker 1: are going up and inflation is stable, so wages are

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Speaker 1: going up faster than the cost of goods, that means

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Speaker 1: the consumer has more money to spend, which means a

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Speaker 1: better economy. Now, we can also see because of this,

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Speaker 1: because of liquidity easy and rising, we can also see

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Speaker 1: a change in consumer credit lags by about a year,

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Speaker 1: and so because liquidity has been going up, we can

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Speaker 1: expect consumer credit to be going up next. And again,

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Speaker 1: if the consumer gets credit, what do they do They

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Speaker 1: spend it on things more cars, more vacations, more going

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Speaker 1: out to eat whatever, more clothes, et cetera. They should

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Speaker 1: be buying assets. You and I we're buying assets the

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Speaker 1: consumer though. Okay, so what we want to understand is

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Speaker 1: that there's a fake chap. The media is incentivized to

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Speaker 1: get you in fear to get clicks. They're also, unfortunately

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Speaker 1: in the United States, heavily politicized, and they use the

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Speaker 1: media politicized as a weapon. So one day one clicks two,

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Speaker 1: they use it as a weapon. So we don't want

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Speaker 1: to get trapped in that fake trap. We want to

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Speaker 1: understand that they weaponized fear and learn how to separate

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Speaker 1: fact and fiction, fact and opinion. The GDP is a

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Speaker 1: headline number, it's a lagging indicator, and it's also a

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Speaker 1: distorted metric. I've explained that to you and why that is.

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Speaker 1: Fear equals clicks. Clicks equals you stay broke again. I

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Speaker 1: started making videos in October twenty twenty two, told people's

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Speaker 1: time to buy. I was putting money back in and

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Speaker 1: so many people sat on the sidelines. One of my

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Speaker 1: good friends, he's a big macroeconomic YouTuber. You might know

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Speaker 1: who I'm talking about. We do a lot of videos together.

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Speaker 1: We had dinner in August of twenty twenty three after

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Speaker 1: I made that video called the bear Market is Canceled,

429
00:21:47,760 --> 00:21:49,840
Speaker 1: and he told me, Mark, how irresponsible of you to

430
00:21:49,840 --> 00:21:51,359
Speaker 1: make that video right now? Don't you know the yield

431
00:21:51,359 --> 00:21:54,920
Speaker 1: curve is inverted and blah blah, blah, Yeah, but bigcoin

432
00:21:54,960 --> 00:21:57,800
Speaker 1: was like thirty five thousand. Now it's tripled since then.

433
00:21:58,160 --> 00:22:01,640
Speaker 1: So how much money you lose on the sideline crippled

434
00:22:01,640 --> 00:22:05,159
Speaker 1: in fear because the media is weaponizing these headlines against

435
00:22:05,160 --> 00:22:07,359
Speaker 1: you instead of just looking at the data. Now, what

436
00:22:07,600 --> 00:22:10,880
Speaker 1: I see, because I study history, I see this mirrors

437
00:22:10,960 --> 00:22:15,240
Speaker 1: past moments like two thousand and nine or like twenty twenty.

438
00:22:15,680 --> 00:22:19,480
Speaker 1: Those were historic times to be buying and pushing into

439
00:22:19,520 --> 00:22:22,280
Speaker 1: the markets, not sitting on the sidelines crippled with fear.

440
00:22:22,880 --> 00:22:26,879
Speaker 1: The cost to following the fear narrative is what we

441
00:22:26,920 --> 00:22:31,879
Speaker 1: call lost opportunity cost. It's missing this window. That's the cost,

442
00:22:33,320 --> 00:22:36,600
Speaker 1: and ultimately you'll miss generational buying opportunities. This only comes

443
00:22:36,640 --> 00:22:39,760
Speaker 1: around every fifty years. The fifty year quantum wave cycle

444
00:22:39,800 --> 00:22:42,320
Speaker 1: tells us this. So you can sit on the sideline

445
00:22:42,400 --> 00:22:44,240
Speaker 1: cripple the fear because of the news headlines, or you

446
00:22:44,240 --> 00:22:46,800
Speaker 1: can learn how to read the data and understand this

447
00:22:46,840 --> 00:22:48,879
Speaker 1: only comes around in fifty years, Or you can let

448
00:22:48,920 --> 00:22:50,359
Speaker 1: me interpret the data for you. Come hang out with

449
00:22:50,440 --> 00:22:52,840
Speaker 1: me next week. I'll break down about one hundred charts,

450
00:22:53,760 --> 00:22:56,600
Speaker 1: we'll go live. I'll tell you exactly how to apply

451
00:22:56,680 --> 00:22:58,439
Speaker 1: this to your own portfolio where I think the very

452
00:22:58,480 --> 00:23:00,320
Speaker 1: best investments are, and then we'll hang out out. We'll

453
00:23:00,359 --> 00:23:01,480
Speaker 1: do all the live Q and A so you can

454
00:23:01,480 --> 00:23:03,359
Speaker 1: figure out exactly how to answer your questions and apply

455
00:23:03,440 --> 00:23:05,439
Speaker 1: Drum portfolio. There's a link down below if you want

456
00:23:05,440 --> 00:23:07,480
Speaker 1: to come hang out and hang out for free. Hope

457
00:23:07,480 --> 00:23:09,639
Speaker 1: to see you there. But otherwise, if you want to

458
00:23:09,720 --> 00:23:11,560
Speaker 1: understand this a little bit better, you probably want to

459
00:23:11,600 --> 00:23:15,479
Speaker 1: watch this video right here about where eight trillion dollars

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00:23:15,520 --> 00:23:17,800
Speaker 1: is actually gonna go. And I hope to see you

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00:23:17,840 --> 00:23:18,879
Speaker 1: over on that other video