Stocks to Avoid AFTER the Wagner COUP [DON’T DO THIS]

so here's a high level overview of the

insanity of what's going on in Russia

focused mostly on what this means for

Putin and Russia going forward let's be

absolutely clear and blunt here this is

a massive embarrassment to Vladimir

Putin could you imagine I just want you

to think for a moment could you imagine

that like a black water you know back

from the early 2000s and late 2000s the

mercenary group in Iraq uh contracted by

the United States could you imagine them

running a column of Tanks down a highway

in Texas do you actually think Americans

would let that go far with not only our

National Guard but also just Americans

themselves

no it just wouldn't work

the fact that it was able to occur in

Russia seems a surprising uh to the

world in fact so much so that both North

Korea and China are well expressing

their hope that Putin can quell this

Uprising in these problems and end up

calming nerves this is very important

for Putin in the International Community

because this sort of embarrassment to

China and North Korea is well not just

embarrassing but it's also really

somewhat bad for China and North Korea

and potentially even India see these

other countries they really rely on

Russia they really rely on Russia they

rely on Russia because

Russia doesn't have a lot of trading

partners Russia's got an economy that's

you know

somewhat decently functioning their

massive oil economy

excuse me this is a big deal because

what basically what's happening is as

there are price limits on Russian oil

that Russian oil is bought cheaply by

India and then and other countries even

China and then used locally for their

own domestic production and

Manufacturing which is good for their

economies because they can buy

discounted Russian oil

or they can buy it and resell it

profiting off of Russia nobody knows

what a barrel of oil is actually

containing its oil it burns we can

create gasoline out of it we can create

Plastics and other petrol products out

of it it's a commodity by the nature of

a commodity there's no difference in one

commodity to another commodity remember

back in the day when Kevin O'Leary used

to say that well there's dirty Bitcoin

and there's clean Bitcoin and there

should be some sort of differentiation

between the two one thing that hasn't

happened in Bitcoin is any kind of

differentiation between the two probably

because it's not that easy to actually

determine the difference much could be

said about oil and its implications for

China India even North Korea these

economies are relying on this this cheap

stimulative oil that Russia is giving

them especially since China's economy is

I hate to say it not doing very well

it's in the Poopers uh we just had a

Chinese data that came out actually and

it'll show you why China is probably a

little bit nervous about losing one of

their larger trading partners in the

event of a regime collapse in Russia and

that's what this Moody Mutiny is really

signaling this is this is much more than

uh oh you know what's happening to the

leader of the Wagner group is he going

to get killed you know you've got a

director of the uh former CIA director

saying he's a dead man walking which by

the way I agree with I actually think

he's probably got a gun to his head or

to his family's head and he's either

soon to be dead or is soon to disappear

and you know people are making comments

like this guy's got to stay away from

open Windows this doesn't seem like his

narrative he's speaking somebody else's

narrative about oh yeah I'm just gonna

go to Belarus and you know leave Russia

because they're going to drop the

charges against me really you ran 5 000

mercenaries and tanks through Russia

flowing through blockades and fighting

with Russian helicopters because you

were really worried about Putin's

charges right oh okay if that's the

mainstream narrative and we're supposed

to believe it

okay but anyway finishing a first here

on China I I want you to really think

about this as the larger picture not

just this mercenary group I want you to

think about how weakening this is for

Putin and why that weakening for Putin

makes the rest of the world that relies

on Putin nervous consider again China

for a moment look on screen now China's

holiday tourism moderates in June but

not only does it moderate in June I want

you to look at the level of trips

compared to 2019. on the left side you

can actually see that in January and

April we had 80 percent of the trips

that we had of 2019 and that's actually

risen in May and June to about 115

that's good that's that's decent but you

know what's not decent I want you to

look at the right side chart I'm going

to hide myself for a moment look at the

right side chart right here what do you

see average spending per tourist in

China has never this year exceeded 100

of 2019 levels

this is bad in fact they just had their

Dragon Boat Festival and many reasons to

spend money in China and what's

happening people are actually spending

less money now than they're spending or

were spending in 2019. this is not an

economy that's growing at five percent

like people suggest there's a chance

China could go into an outright

recession and you know what would drive

China and North Korea and potentially

even India into a recession or into an

even worse economic straight or one of

inflation or one uh well of continued

inflation to some regard although China

doesn't have too much of inflation issue

relative to the rest of the world but

what could do that expensive oil

expensive wheat things that both could

get more expensive with the collapse of

a potential Russian government and what

did this real Mutiny tell us over the

weekend well told us that Putin doesn't

have the control that we think he does

or many of us may be already saying well

we never really thought he had any

control anyway it's just a puppet

but he's always been seen as a puppet

master remember when Dimitri Medvedev

was the boss man in Russia for a while

nobody actually thought he was it was

Putin it was really running the show

behind the scenes

going historical here we don't have to

be too distracted on that tangent but

consider this this Uprising shattered

any appearance of stability that Russia

really has and this is dangerous for

these other countries and it's really

probably a big positive for frankly the

front lines of Ukraine silenski and

Ukraine should really be cheering This

Disaster and they almost certainly are

mostly because

Russia's already had a very difficult

time recruiting soldiers not only do you

have a massive labor shortage in Russia

much like you do in many economies

around the world but you have a massive

Soldier shortage to the point where

Russia will essentially draft men and of

of uh fighting age which is pretty dang

Broad in Russia you could be pretty old

pretty young and you gotta go and if you

don't you get sent to a Work Camp

basically a concentration camp where you

can think and work really hard about why

you didn't go serve you would have

wished you would have served most people

would rather serve than be in a Russian

prison

my assumption of course point is

Russia's got big problems this does not

help encourage people to say all right

I'm gonna sign up for the Russian army

now I want you to think about this

The Mercenaries how many of them

who are so fed up

with Putin that they were willing to

follow their leader in a March well I

shouldn't even call it a March in a near

attack against Russia

the folks in the Wagner group were

willing to attack Moscow

and what now they're supposed to just go

sign up for the Russian army that's at

least what the mainstream media is

telling us you gotta be kidding me

and this idea of you gotta be kidding me

is fantastic for Ukraine but it's bad

for China Russia and India

and that's the point it actually just

strengthens the United States and

Ukraine and Europe and it weakens the

developing block are they on the other

side of the world

no I'm not trying to pick sides here and

say yeah Stick it to China or whatever I

actually kind of feel bad for China to

some extent because

China's already going through some

massive crap from a real estate collapse

to more real estate Builders just

collapsed over the weekend you've got an

economy that's I don't think growing

near five percent I don't trust the

Chinese statistics but then again maybe

I'm a little critical of China regularly

critical of China but I I think China is

trying to set themselves up as the best

place to uh to to run a factory and and

to create your company and they use

Tesla as an example for that and they're

doing that because they have to because

they're lacking substantial growth and

it's going to be a bigger long-term

issue and this Russian issue is just

adding fuel to the Chinese India and uh

really uh side of the block that's

anti-united states are not always

aligned with the United States so it

props up the United States more long and

short what is bad for Putin is not so

great for these other countries trees

and ultimately a benefit to the United

States it's one of the reasons for the

last

at least couple years but certainly over

the last decade I've made the argument

uh strongly but in the last couple years

more strongly people regularly ask Kevin

why not invest in India why not invest

in these Emerging Markets while India

all you have to do is research what

happened with adani a little bit to

hopefully get your answer there but uh

whoopsies there we go but when it comes

to China uh personally my my thinking is

stay focused on American stocks that

have exposure to China but also be

somewhat cautious and this Russian

disaster could actually give you some

cause for caution for your Chinese

exposed American stocks those are

actually going to be your nvidias your

amds your Taiwan semis not to the extent

that I actually think China would at

this point ever invade uh Taiwan that is

certainly not a position that China is

in right now their economy is

substantially too weak for that and

after seeing what's happening in Russia

I think Putin is giving you the exact

opposite of a reason to invade Taiwan

think about this when Putin invaded

Ukraine

people said oh my gosh if Putin can do

it that means Xi Jinping can do it and

he's going to invade Taiwan

yeah wow how did that go for Putin he

literally had mercenaries run tanks

within what two hours of Moscow they had

a whole 14-hour path to go and it was

like 12 hours later basically right on

time a deal happened to be made just as

mercenaries were what an hour and a half

two hours outside of Russia outside of

Moscow it's absolutely insane the point

is this is a massive signal to even

China don't even think about touching

Taiwan so think about what I'm stitching

together here when I'm stitching

together is Putin is weak this is a

massive massive embarrassment to Putin

it's such an embarrassment to Putin that

when the mercenaries turned around they

had to have a fireworks show in Moscow

and play Russian anthems it's all

propaganda it's ridiculous we already

know that

but consider the follow-on effects this

means lower risk of conflict between

China and Taiwan it means greater chance

of success

with Ukraine harder opportunity for

Russia to continue the war

it also means potentially a weaker

economy for India China North Korea as

if the war falters potentially oil

prices rise again inducing some

inflation for those countries bye-bye

cheap stimulative oil go back to paying

normal prices for oil but regime regime

change excuse me could also be a big hit

to well purchasers of of of Chinese

Goods or Indian Goods which Russia is

and vice versa very large trading

partners so

excuse me so what does this mean well it

means that this Friday we have a price

increase for the courses on building

your wealth link down below but you

already knew that because it's going to

be June 30th and this weekend we'll be

releasing a whole host of new lectures

in honor of that expiration coming this

Friday we've got a lot of work already

going into those lectures and I can't

wait to post them we'll have new stock

lectures as well including some that

many of you have been asking for on

options volatility so we'll have some

more on that and options in general but

anyway continuing here with um with with

Russia

another potential uh aspect of of This

Disaster that occurred this weekend for

Russia is that you could literally have

people within the Russian army just give

up now that is relatively risky because

those folks would probably serve severe

prison sentences or just be executed

which isn't necessarily a good choice

but a lot of folks are now speculating

that maybe if the Wagner group goes to

Belarus and then maybe there's some way

where all of a sudden Poland's like hey

uh

if you're a defected Russian militant

and you happen to go to Belarus and then

we happen to let you in over here now

all of a sudden what you could

potentially open up is a path

for a Russian soldier to quit the

Russian army via Belarus

and then into Poland as you know

becoming a citizen

that kind of path is one way of draining

Russia of its important resource

Fighters soldiers and if you could

potentially do that you could believe

this war dry of the resources it needs

to go on people in a situation where

their lives are uh being used as

basically pawns and a war

now it's also worth noting that Putin

has not been seen in public since uh

denouncing the Mutiny and threatening

this harsh punishment he never mentioned

the Wagner Chief by name

and also you've got the Wagner Chief a

lot of people looking at photos that

came out of them yesterday and they're

like huh where's the person with the

kind to his family's head because it's

really weird that all of a sudden you

would just U-turn your mercenary Army an

hour and a half but whatever we'll we'll

just believe the mainstream narrative I

suppose that uh he just had a change of

heart and was convinced by the

Belarusian President right okay anywho

so continuing uh Secretary of State

blinken believes that uh this this uh

Wagner Uprising is is a big benefit to

Ukraine there have been a lot of jokes

going around that the Wagner group is

probably about to sign a 6.2 billion

dollar contract with Ukraine and end up

flipping sides and working with Ukraine

and zelinski making the argument that

the enemy of my enemy is my friend and

if the Wagner group is the enemy of

Putin then the Wagner group is a friend

of zielinski obviously that's both of

these are a joke they're a reference to

the 6.2 billion dollar accounting error

that the Pentagon happened to make uh I

I don't actually think there need to be

accounting errors for money to get

smuggled to or via the CIA to you know

groups that you wouldn't want to see

money go to

so as much as I know that people are

making jokes on the internet about oh

6.2 billion dollars it's going exactly

here there or whatever trust me they

don't need to make accounting mistakes

to to spend money on exactly those

things that they want uh whether that's

C4 for the north stream pipeline or a

dam in Russia uh operated by the CAA oh

sorry I don't want to get demonetized

here but anyway continuing uh so what

what else do we know well we know that

the Wagner Chief has been critical of

the Russian military in the past it just

hasn't risen to this level he's actually

made arguments that he was deceived in

terms of why Russia was getting into

this war in the first place that they

believe this sort of false propaganda

set up by Putin and that's these are

strong words uh coming from a mercenary

leader that could really serve uh to

undermine a lot of Putin's efforts going

forward and a lot of folks suggest that

it's going to make it even harder for

Putin to continue uh his uh his charade

or his Onslaught especially into new

areas so this is um uh this is a big

blow massive blow to Russia uh we'll end

up seeing really at this point what's

going to happen to the economy or or I

should say to markets as a result of

this is uh anybody's guess a lot of

folks making references to this as a

chess board and nobody really knows what

move somebody's going to make next wheat

Futures are up about two percent right

now at the time of this recording it's

actually a really benign movement in the

wheat Market when we saw Russia invade

Ukraine we basically doubled mostly

because Ukraine is considered the Bread

Basket of the world and any kind of

disaster Ukraine should affect wheat

prices of course that ended up being

more of a Trader uh uh you know uh

phenomenon than uh a long run elevated

price level for uh for wheat so as usual

people like to buy the rumor and sell

the news although I guess when uh that

was sort of the opposite with you maybe

maybe that's not the right reference I

guess maybe this is more like by The

Invasion sell the war there by The

Invasion sell the war that's kind of

what happened with wheat Futures uh back

when Ukraine was invaded But now

oh it's moving two percent and oils up

like 67 bips on the U.S blend and 74 on

the international blend this is like

nothing the Market's kind of like yeah

at least it happened on the weekend I

honestly think that's what the market is

thinking I think the Market's like well

at least we didn't get the volatility

Spike law during the work week uh which

is like a super like Posh and like

thing to say

as I wear a shirt and tie in a suit

jacket but anyway

that is uh that is what some of people

arguing so anywho this catches you up

really just sort of as a broad overview

with with at least some of the

considerations that should be running

through your mind about this coup

whether the coup was orchestrated by the

CIA or not I you know there's so much

conspiracy I don't really care uh where

there's so much that goes on we don't

know the answers to everything you can't

rule anything out these days the the

point more practically is what we've

discussed in this video so hopefully

it's useful for you and uh if you like

practical insights like this make sure

to join the practical courses on

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know AI tools learn how to actually use

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uh all right so with that said thank you

for watching the Russia segment now I

want you to know this when it comes to

AI

time is what's going to make you money

and if you can prove that value to an

employer you'll always be able to be

employed so this is another way of

making sure that you don't get replaced

but

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