News Today & Trump News: The Meet Kevin Report [02/14/25]

well Jamie Diamond lashes out one crypto

firm says Bitcoin is going to 700,000

another says sell it now pick it up

again at 75k we'll talk about why and

what they say about Donald Trump with

his Trump token and what milania just

got paid nearly $30 million for we'll

talk about that also we'll have a little

bit of macro notes uh from gold sacks

and we'll look a little bit into micro

RFK got confirmed and well we got things

to cover first let's listen to Jamie

Diamond's lash out because honestly it's

Priceless and it should be motivating

for anybody leading teams at companies

or really any individual employee take a

listen to this this is priceless here we

go a lot of you were on the

zoom and you were doing the following

okay you know look at your mail sending

text to each other about what an

the other person is okay not paying

attention not reading your stuff you

know and if you don't think that slows

down efficiency creativity creates

rudeness and stuff it does okay and when

I found out that people are doing that

you don't do that my goddamn meetings

you go to meeting with me you got my

attention you got my focus I don't bring

my goddamn just a heads up this is like

the unfiltered behind the scenes Jamie

Diamond you know we're used to is sort

of like the interview Jamie Diamond but

this guy he's a Workhorse like i' I've

talked to people inside of JP Morgan

they're like when he shows up he's just

like a salt of the earth kind of guy but

he'll also he's not afraid to tell it

like it is and it's great this is like

inspiring to listen to not saying you

need to be aggressive but he's kind of

right like if you're in a zoom meeting

and you're off doing other things it's

probably not great for the corporation's

efficiency or productivity I think this

is why a lot of companies are going sort

of back to office and they're

purposefully trying to fire people uh in

doing so which I I don't think bodess

well for the future of uh Labor

unemployment but uh let's keep looking

hereone I'm not sending text to people

okay it's simply doesn't work and it

doesn't work for creativity it slows

down decision- making and don't give me

the to work from home Friday works

I I call a lot of people on Friday

they're not a goddamn person you get a

hold of but here are the problems okay

and they are are substantial okay which

is the Young Generation is being damaged

by this that may they may or may not be

in your particular step but they are

being left behind they're being left

behind socially ideas meeting people in

fact my guess is most you live in

communities a hell of a lot less diverse

than this room every area should be

looking to be 10% more efficient if I

was ready to Depart of 100 people I

guarantee you if I wanted to I can run

it with 90 and be more efficient I

guarantee you I could do it just I could

do it in my sleep and the notion these

bureaucracies I need more people I can't

get it done no because you you're

filling out requests that don't need to

be done your people going to meetings

they don't need to go to I by the way

this is something I see so common is

people feel like in order to prove that

they're being productive they have to go

to meetings meetings are the worst like

send me a freaking email like I I could

I could look back at the the countless

zooms that I've been on over the last

two years and almost all of them could

have been replaced by a text message or

an email and honestly I'd rather just go

meet you in person anyway uh but oh

meetings suck someone told me to approve

some of his wealth management that they

had to go to 14 committees I am dying to

get the name of the 14 committees and I

feel like firing 14 chairman of

committees I can't stand it anymore now

you have a choice you don't have to work

at JP Morgan so the people of you who

don't want to work at the company that's

fine with me I'm not I'm not mad at you

don't be mad at me it's a free country

you can walk at your feet you know but

this company is going to set our own

standards and do it our own way and and

I've had it with this kind of stuff and

you know I I come in you know I've been

working seven days of goddamn week since

covid and I come in and I where's

everybody else whe they here and there

and the zooms and the zooms don't show

up and people say they didn't get stuff

so that's not how you run a great

company we didn't build this great

company by doing that by doing the same

semi disease that everybody else

does yeah that was good I love rants

like that and I I just feel like it's so

so real uh and and it exhibits so many

frustrations that I feel like so many of

us can agree with uh but anyway Happy

Valentine's Day everyone let's get into

the me Kevin report for today February

14th uh so uh BCA research argues that

the top is in they say that we're going

to be getting less fiscal policy uh and

therefore we shouldn't be expecting uh

Bitcoin to move more positively

especially in an environment of

moderating growth they say they also see

that overall yes while there are bumps

on the way uh they expect that uh

inflation is indeed moderating uh and as

a result it's time to take profits on

bitcoin and wait to buy closer to 75,000

now you might think that they are the

Bayers of the room uh but at least

according to themselves uh they have

been Bulls uh longer than anybody else

has been a bull and talk about how

they've been uh Bulls on crypto since

early

2023 uh and that bottom line they're

cashing out of Bitcoin for now and

they'll be back buyers around

75,000 uh they also uh go break down a

little bit about some of the wealth that

has been created by the trumps they talk

about how basically the Trump token

which issued a share of uh just

20% a float available for people to buy

with 80% % held by insiders created more

wealth for Donald Trump in a matter of

hours via a meme coin then his lifetime

of

Investments that didn't last long though

then you started seeing kind of the the

sort of uh petering out of uh the Trump

token price the launch of Melania token

didn't do so

well uh they also go on then to say that

is it possible that crime is now maybe

legal did the first family just perform

a rug pole a term used in the

cryptocurrency world for a scam the

podus launched his coin with a textbook

set of red

flags keeping a lid on liquidity uh uh

while at the same time issuing other

tokens so basically doing the opposite

so it's like you're saying you're

keeping a lid on liquidity but you're

actually not because you're just

creating more tokens other people and

celebrities do this as well HW Tua she

did it and now she's getting sued and

sent over to the SEC uh of course people

think that Trump uh who has immunity can

basically do whatever he wants and given

that he's directed the SEC to uh reduce

the enforcement of cryptocurrencies

maybe uh maybe nothing ends up happening

anyway but BCA argues that all of this

together may end up being a sign of the

top they don't say that you should care

about Trump one way or the other they

say the fact is that right now when

you've got people like Larry think of

Black Rock suggesting uh that active

wealth managers should be allocating 2

to 5% of their portfolio to bitcoin and

that the price is going to 700,000 for

Bitcoin that you should look at that as

a top signal not only that but the

launch of ETFs with record inflows for

Bitcoin have really indicated a surge of

optimism and they say that this raging

optim ism is a sign of the top the share

of supply of Bitcoin right now in profit

is over 90% which historically marks the

top also eight out of the 10 most

downloaded financial apps right now are

crypto trading apps with uh the number

one app apparently called

moonshot we also see some macro Trends

over the next 6 months that could

potentially weigh on crypto prices such

as uh deficit spending for the

government disappointing well yeah cuz

they're firing everyone okay well not

everyone but you know they're they're

doing over there yeah there's moonshot

hey it's only got like a 3.8 star review

it's got a lot of reviews though uh but

anyway uh you know they do argue that

long term Bitcoin they don't see it as a

scam they don't see it as like a tool

that's mostly used for Crime which

people allege about crypto in fact they

argue that only a small percentage of

crypto is used for Crime so yes it

happens but you know greater percentage

of crime occurs with dollar Hollow uh

but

anyway it's it is quite fascinating that

that they're taking this point of view

that we're at Peak uh risk basically for

downside movement in Bitcoin uh and that

uh when when you get to the point of the

president issuing meme coins and

potentially

rugging you have no greater sign of

being at a top now Bitcoin when when you

look at sort of the technicals of it it

has been range bound really since the

election there's no real indication yet

that we are setting up for a trend to

actually explode up to 155 uh people are

instead more actively looking at this

potential to return to the 71k Line This

is where they say they would be buyers

again under 75,000 quite interesting

don't uh don't disagree with some of

that analysis uh but what's also very

interesting is that was BCA research but

it led me to look at the front page of

the Wall Street Journal actually I think

I have right here was it right here oh

yeah there it is I already threw it away

because I I wrote down what I wanted to

from it but I figured I'd show you cuz

yeah I still read the paper it's cuz I'm

old now I just had a

birthday Trump family reaps Bonanza

making millions since

election they basically talk about how

Melania Trump has been working to sell

the rights for a movie or documentary

about her return to the White House as a

first lady after dinner with Trump uh

Bezos and

Melania Amazon 2 weeks later decided to

announce a 40 million licensing

agreement for milania's documentary next

highest offer was from Disney at million

so makes you wonder why was the Delta

$26

million with Amazon that is why was

Amazon willing to pay $26 million more

get a special favors that we get from

Trump over here huh

you know I was looking there there um

somebody uh somebody sent this on on

Twitter I've been very little active on

Twitter but I saw uh I guess searches

for Swiss bank accounts uh and like uh

you know ISBN wire numbers are

skyrocketing specifically in Washington

DC which is uh which is quite

interesting Swiss bank accounts for US

citizens skyrocketing now some people

were saying DC uh I'm looking right now

and I see more California Swiss bank

accounts for US

citizens some kind of giant Skyrocket

there right at the end of the year too

but it is possible that somebody

releases a letter and says you should

have a s's bank account and that leads

to these bumps so I don't know that it

necessarily means anything but it is

interesting because if you look at sort

of the money that the Trump family has

been making you know I

mean Donald Trump got a $25 million

settlement for meta milania Trump just

got basically a $28 million deal because

he gets about 70% of that $40 million

licensing fee plus they're trying to

sell more sponsors for it uh e you know

uh X just paid Trump $10 million to

settle lawsuit Don Jr Jo joins The

Advisory board for unusual machines a

drone manufacturer it skyrockets like

249 the two days thereafter and they pay

him shares uh CNN wanted to interview

Melania Trump and she's like um yeah in

order to take your interview uh we're

going to charge $250 ,000 to go on your

show so in other words Melania Trump in

order to share her opinion on CNN wanted

$250,000 which

uh Trump fans say did they think she was

going to do it for free or you know

$250,000 probably have been a good

investment for uh CNN's uh

viewership and then of course people on

the other side are like bro they should

be doing this for free they they're

they're they're serving us but then you

know people respond to that and go

technically is the first lady a civil

servant or is she the wife of a civil

servant anyway uh the Wall Street

Journal also had an editorial piece that

media's got its thing going today I

guess but Wall Street Journal had an

editorial piece about how dumb tariffs

are honestly as as just like an economic

101 POV yeah tariffs are stupid they

create dead weight loss but anyway they

have this interesting analogy they're

like look just because somebody else has

dumb ideas and they tff us doesn't mean

you should copy those dumb ideas because

you just end up creating more dead

weight loss so like then you also have

to wonder if China's going to tariff

Rare Earth minerals are we going to copy

that and make it even harder for us to

buy those critical minerals like we

don't sell rare earth minerals to China

but if they have them and we need them

why are we going to make it harder kind

of an interesting point Goldman Sachs

has an argument that maybe gold could

end up retracing its recent gains on a

resolution between Russia and Ukraine

Steve disagrees uh dank bank I I think

that's such an interesting name Dan

Den it sounds like dank dank bank anyway

says that the labor market remains solid

and layoffs remain historically low with

no acute signs of weakness uh but they

argue that there could be a reduction

and productivity uh and that's going to

be something to pay attention to though

when you look at capex

spending some people are like hey you

know Microsoft meta and all these

companies so far haven't reduced their

capex spending for artificial

intelligence

but meta actually might be

shifting uh exactly what they spend it

on a lot of people think that cap

spending is all going to go to Nvidia

but apparently per Bloomberg meta's big

next bet is going to be humanoid

robotics to compete with Tesla uh you

know Alibaba has been up since like 55%

since the Deep seek moment and partly

because of you know Chinese exposure to

artificial intelligence but also their

partnership with apple uh uh but but

other

see the next phase of AI spending that

capex spending not necessarily is going

away but getting reallocated to things

like humanoid I actually do agree that

humanoid Robotics are going to be the

next Frontier of Investments it's why my

Venture Capital company invested in in

humanoids uh that and space exploration

so more more on that soon uh but what's

fascinating here to really think

about is these Mega cap companies the

mag sevs specifically uh the Amazon meta

Google Microsoft I think they there's a

chance they could all throw their money

into humanoid robotic development I

honestly think they'll probably just end

up buying up some of the smaller

humanoid robotic companies and if they

do

that then you have a lot of humanoid

companies competing with Tesla the

question then becomes manufacturing and

some people actually see an upside for

Tesla there and that maybe they can

contract manufacturer with Tesla but the

downside there is then you're

associating again with elon's politics

and so that might not be the best

contract manufacturer uh so you might

just end up having new manufacturing

plants coming up from like the Microsoft

robotic space or the Google uh deepmind

robotic space kind of interesting

something that I don't know uh if if a

lot of folks have really considered when

it comes to uh you know what Optimus is

over at at Tesla and presently the what

appears to be the lack of competition

anyway uh speaking of competition

there's so much competition in Celsius

that last year we did three analyses on

Celsius stock and each time I said I

would not buy this stock their PP is

shrinking they are struggling to sell

their product because of increased

competition and sometimes the best

investment is the investment you didn't

make and so if you look at Celsius stock

over the last year it's down

63% one of my first analyses into this

company uh was uh back in January of

2024 I didn't like him then then again

in

June excuse me uh uh it was end end of

May beginning of June somewhere right

around here was like right around the

top we're like this is crazy this is

like pure Euphoria and sure enough what

happens since that Peak it sound like

75% so you'd be careful I I'm a

fundamentalist at heart and you want to

be very very careful with stuff like

this uh next thing to consider is uh

California I found this very interesting

for the California fires you have you

ever heard about how the utilities

potentially want to have the power

turned off so a fire doesn't get caused

through utilities well apparently soal

Edison did because everybody was begging

them to and now there's a potential that

because they turned off the power they

overload some of their other

transmission lines ended up causing the

fire in the first place for the eaten

fire that's what's being in investigated

now

crazy RFK ended up getting approved as

the Department of Health and Human

Services so uh I think vaccine makers

are probably rattling in their boots

right now that be kind of entertaining

uh anyway so we'll see how this all

plays out but uh that's what we got

today for the meet Kevin report so if

you want to uh be a part of the deep

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check it out over at me Kevin

thanks so much for watching and folks

we'll see you in the next one goodbye

and good luck why not advertise these

things that you told us here I feel like

nobody else knows about this we'll we'll

try out little advertising in seeo

congratulations man you have done so

much people love you people look up to

you Kevin PA there financial analyst and

YouTuber meet Kevin always great to get

your take