MAJOR *New* Day 1 Plans JUST Out: Donald Trump [PREPARE]
FULL TRANSCRIPT
this is going to be a really detailed
video on what to expect on day one and
how it could affect you now if you want
to know how I'm trading during the day
in reaction to some of these
announcements make sure to be a part of
the stocks and psychology of money group
linked down below you get all my trade
alerts every time I make a day trade a
swing trade a long trade any kind of
trade alert that I got to send you I
send it to you there so make sure you're
a part of that linked below let's get
started hey everyone me Kevin here oh
boy Donald Trump's day one is already
shaping up you can't make this up but
just this morning front page of the Wall
Street Journal the top article Trump
advisers ramp up work on mass
deportation push to get started
essentially on day one and so in this
video what we're going to do is we're
going to talk about the massive dictator
on day one plans for what Donald Trump
is thinking when it comes to
deportations tax breaks what can Donald
Trump do what about natural gas and oil
what about benefits to you and what does
this mean to you in the stock market
let's break down everything we know
about Donald Trump's dictator on day one
plans and when I say that it's not meant
to be a slam like the Democrats used it
instead it's just quoting Donald Trump
so we'll keep it neutral here and let's
just get into the actual policies so I
think that's usually what can unite us
is talking about actual policy and
they're going all right well Kevin what
does this actually mean for us let's get
into it first let's hit this deportation
article advisers for Trump are already
planning the massive deportations that
Donald Trump promised during his
campaign and keep in mind his closing
line when he walk well basically wrapped
up his acceptance speech his closing
line was promises made Promises Kept so
buckle up you're about to see some of
these get executed let's see how they
end up working but first think about
this contrast a Joe Biden had a rule not
to pursue illegals who entered the
country and then subsequently did not
commit other crimes so in other words if
you got into the country you sort of had
this Florida style wetfoot dry foot
policy where if you got in you made it
to the US and you just didn't break any
other laws they didn't really chase you
down or prosecute you Donald Trump plans
to end that right away in fact he might
go as far as declaring a National
Emergency on day one or soon after he
begins his presidency to use the
military assets which could be the
National Guard or other National or
military bases throughout the country to
basically begin Mass deporting people so
think about it like rounding folks
basically up in convoys bringing them to
military bases and flying them out on
c130s lined up like troops going to war
discussions of this began months before
the election in terms of how they're
going to plan to Target 1.3 million
immigrants with final deportation orders
they're going to find them round them up
and send them out uh this does include
some with criminal convictions and
Donald Trump argues that he's going to
find the other 8 million as well that
came into the country illegally and
Deport all of them potentially up to as
many of 20 million although the 20
million number is a number that's been
debated uh it's unclear if there
actually are 20 million undocumented
immigrants in the country some people
say it's closer to 11 million and that
grew to around 13 or maybe 14 under
Biden you know Donald Trump says it was
or sort of implies it was zero and
turned into 20 million when when Biden
took over the numberers somewhere in
between there but anyway this is a big
deal in fact there are a lot of people
who have families in the United States
uh and and they are frankly part of
undocumented families I mean we still
got to get to tax policy and there's a
lot to cover but I think it's worth
listening to this one listen to this one
for a moment that one day they would
come
home and he wouldn't be here so he lives
in the shadows the family asks we don't
show his face or share his name because
they worry he could be deported I don't
make any trouble I just go work and
coming home my family is sear from me
tonight millions of families brace for
what's next expectedly life is probably
about to change for families like this
because even though they've been living
in the shadows already they might have
to go even deeper into the Shadows I
know of undocumented immigrants who are
now trying to get further and further
away from the border on purpose they
won't even travel to areas like San
Diego to purposefully stay away from
potential Roundup efforts that you know
might start having tracking efforts
begin now before for the Trump
presidency as depart the Departments
like the Department of Homeland Security
prepare it's kind of interesting
advisers for Trump are already
considering declaring National
emergencies on day one to repurpose
Pentagon funds to basically get more
money to be able to do and conduct this
deportation right away now Donald Trump
has promised that this would be a day
one National Emergency I'm skeptical
that it's actually going to happen on
day one but if it does this could be the
largest deportation in history says the
Wall Street Journal Donald Trump plans
to renegotiate remain in Mexico and
intends to revoke the temporary
protected status that Millions uh may I
mean probably Millions at this point but
the Biden Administration says in the
upper you know 7 800,000 range but
probably millions of Haitians
Venezuelans Afghans ukrainians and
others who entered the United States
received so they could have temporary
protected status they get to stay here
they get they could get a driver's
license they can get a taxpayer
identification number they can have work
authorization and they're allowed to
stay here for a period of 1 2 years and
sometimes that gets extended in
perpetuity or they marry somebody who's
an American they become American
themselves and then they're basically
here forever so uh representative chip
Roy says uh that a lot of these
protective statuses or and he's a
republican were issued illegally and
therefore should be disregarded anyway
and uh even though they're going to try
to start with voluntary deportations
they think there's going to be a big and
massive Roundup effort now this is where
taxation comes up and where we can talk
about some of Donald Trump's plans for
using budget
reconciliation this is a really fancy
and complicated phrase but just think
about it this way if you want to pass a
bill let's say this is a bill you want
to pass this bill through Congress you
have to get through a filibuster which
requires 60 votes in the Senate
well if you do something through budget
reconciliation that is it has something
to do with the debt limit revenue or
spending you could bypass that 60 vote
rule and you could get policy done with
just a simple majority which is 50 plus
1 in the Senate which the Republicans
have this means through budget
reconciliation Donald Trump could
potentially limit the inflation
reduction act get rid of EV tax credits
I don't actually think think he will but
he says he will issue new potential tax
cuts and tax changes such as no taxes on
tips uh potential Social Security tax
changes we'll touch on those a little
bit more in a moment uh but you could
potentially also throw in more funding
for the Department of Homeland Security
and the military to get these Mass
deportations
underway this is really interesting some
members of Congress are already talking
about how you can impose new fees as
part of the immigration process to
actually fund deportations see right now
application fees for Asylum for example
are totally free but they bog our
country down in massive bureaucratic Pro
processes to try to deal with the court
hearings without any sort of funding the
Trump administration's advisor saying
let's charge for this maybe Char I mean
the way I think about it is yeah maybe
charg for legal immigration and then
what you do is you cut out all of the
illegal organizations and cartels that
make money bringing people to the United
States just charge a fee and say hey
we'll have a streamlined legal way to do
it and you don't have to risk your life
you know going swimming across rivers or
whatever it's crazy anyway uh these are
all expected to be part of a larger
budget reconciliation process really
early in the Trump campaign uh in
addition to this we expect that Donald
Trump let's just kind of get on social
Social Security since we're on the topic
of uh of taxes here uh Donald Trump when
it comes to Social Security might not do
a full removal of no tax on social
security income but what they might do
is sort of a uh phased or laded approach
where what they could do is and this
would just be sort of a way to make sure
they they can balance some of their
funding what they might do is say hey
we're going to issue no tax on tips
maybe will bring back some of the state
and local tax deductions which generally
benefit States like California New York
and Jersey uh and also limit some of the
taxes on Social Security income but only
for those who have reached a certain age
so for example maybe at retirement age
you pay normal taxes on your social
security income but maybe that starts
fading away once you hit thresholds like
70 75 80 or whatever or maybe there's
going to be some form of means testing
where you know somebody who is a
millionaire who's collecting Social
Security they pay taxes on their social
security but somebody who has a net
worth under a certain amount maybe they
don't pay taxes on their social security
so stay tuned for details on this so
that's immigration deportation ATT taxes
then I mean yesterday foreign policy
this is going to be crazy yesterday we
heard about this assassination plan or
plot by a farage shakiri uh he's
actually an Afghan and uh he's in Iran
apparently right now they've unsealed
charges against him the FBI has recorded
phone calls while in Iran allegedly on
this person this person spent 14 years
in prison for robbery and people expect
that these sort of plots and uh and
basically
[Applause]
antagonist how would you phrase this
this antagonism against Donald Trump
will just aggravate Trump to get even
harder and exert maximum pressure 2.0
against Iran now remember previously
Donald Trump limited uh oil sales by
Iran to other countries by basically
sanctioning countries that were buying
oil from them he also tore up the Iran
nuclear deal now they expect to
potentially go maximum pressure 2.0 and
say no buying oil from Iran again unless
we get some kind of win-win deal from
Iran and it has to be a deal on Trump's
terms so he says now uh one of the
things that sort of goes with this new
maximum pressure campaign on Iran is
expanding the oil industry in the United
States one of the things that he could
potentially do is push for more
liquefied natural gas exports and new
export terminals in the United States
basically a way to try to bring more
Revenue to the United States for
exporting natural gas which we get
plenty of through fracking as well as
obviously our oil industry
Biden paused new natural gas export
Terminals and if Donald Trump starts
rebuilding them or authorizing them we
wouldn't actually see them probably for
another 5 years or so but you could
expect to see very rapid changes on some
of the pollution restrictions around oil
and natural gas see Donald Trump expects
to revoke waivers that allow States like
California to tighten pollution
standards and make it very difficult for
industry in California for example to
transport fossil fuels or to even expand
existing natural gas peer plants for
example with more efficient equipment
when I ran for governor in California
what we found was that California even
though you had natural gas peer plants
from the 70s that were in
operations those plants had trouble
updating their plants to 2024
Technologies or at the time 2021
Technologies because the rules in
California say unless you're 100% green
you just can't update so even though you
could have 50-year newer and cleaner
technology regulation wanted it to be
100% green and you just can't do it
that's California for you and Donald
Trump wants to kill uh some of those
regulatory burdens on the oil and
natural gas industry Donald Trump
expects to install an energy Zar to help
coordinate these cuts and uh really his
goal is let's expand the supply of
fossil fuels rather than trying to
constrain demand which was more popular
under the Biden Administration to try to
limit the demand this was associated
with the EV mandate for example even
though obviously energy that goes into
batteries does come from fossil fuels
yeah the efficiency is a little bit
better for electric vehicles topic for a
different video uh Donald Trump has made
his intentions very clear uh now as far
as tariffs everybody's sort of confused
as to exactly what Donald Trump is going
to do when it comes to tariffs if you
look at what Morgan Stanley says about
tariffs they well let's just look at it
Morgan Stanley estimates that a 60%
tariff on China and 10% tariff on the
rest of the world all at once could end
up boosting core inflation about about
nine basis point Sorry 90 basis points
.9% and could end up reducing gross
domestic product by around 1 and a half
percentage points they're hoping that
there will be a little bit more of a
phased in approach for tariffs or they
question is is Donald Trump's approach
just basically uh a form of
negotiating and in doing so maybe we
won't actually get day one tariffs we'll
just get a lot of negotiations around
threats of tariffs which might end up
being best case scenario especially if
we can uh work out deals that are
win-win for the United States I suppose
we'll see but the proposed tariffs right
now 60% on China up to 10 to 20% all the
rest of the countries in the world not
that great especially the amount of
tariffs that could be layered on South
American countries as well even
potentially Mexico to sort of limit the
expansion of the Chinese Auto industry
painful these sort of tariffs could also
help contribute to pushing or keeping
countries like Germany in recession as
tariffs could affect European countries
as well and Germany's struggling right
now I'm getting me started about the
collapse of the German uh coalition
government we we'll get to that in a
different video as well make sure to
subscribe to the channel by the way if
you want these sort of insights but
anyway uh Donald Trump uh proposes
lighter regulations on uh mergers for
the oil and gas industry and sort of uh
honestly mergers in general I mean think
spirit and JetBlue that got blocked and
now spirit's filing bankruptcy certainly
seemed like that deal should have gone
through uh Donald Trump plans to pull
out of the US uh Paris excuse me the uh
Us's joining of the Paris climate Accord
again remember the US joined it Trump
left it Biden joined it again and now
Trump plans to leave it again he could
potentially end the rest of the
inflation reduction Act tax credits
loosen these EPA rules and potentially
move the EPA out of Washington DC some
say this is to minimize the connection
of the EPA to environmental lawyers and
lobbyists uh the EPA says they're a big
fan of trying to provide environmental
justice Biden wanted 40% of
environmental benefits to go to poorer
areas Donald Trump said says all this
stuff just makes everything more
expensive and you got to get rid of it
now Donald Trump uh also uh expects to
uh potentially again remove protections
for federal land that potentially
increase risks to endangered species but
could open up more land to natural gas
and oil drilling or fracking uh in his
last Administration he opened up about
10 million Acres of public lands to
fossil fuels he also plans to invoke
what's known as the uh Enemy Within
attacks now there have been a lot of
folks saying you can't Target Americans
using the military to Target enemies
within there's this thing called the uh
posi katus Act of 1878 which does not
allow active duty troops to participate
in civilian law enforcement uh however
there are two loopholes here number one
you could use the National Guard which
is exempt from this and under title 32
if they're controlled by the state they
can indeed uh basically enforce laws
with local law enforcement and Round Up
enemies within uh or you could use title
10 and use the National Guard on a
national level that would require
Congressional approval but it only
requires a simple majority which Trump
has Donald Trump is also expected to uh
pardon the uh quote unquote January 6th
hostages now this one I think is really
interesting because I just saw a piece
about somebody who broke a door uh
getting sentenced to I think it was 9
years boy it was somewhere in here you
know I might just try Googling it I I
saved it on my desk but I think some one
of the January 6 folks just got
sentenced uh to uh 9 years for breaking
down a door uh and uh a lot of these oh
sorry it's eight years a lot of these
folks uh could end up getting pardoned
by Donald Trump take a look at this
article right here a man who stormed the
US capital and smashed glass panels on a
door moments before a police officer
fatally shot another Rider climbing
through the opening this would be Ashley
babbit right was sentenced on Thursday
to 8 years in prison so in other words
right after the election like 2 days
after this person got sentenced to 8
years so they're probably like oh my
gosh please pardon me especially if they
don't actually have to report to jail
for a while Zachary Alam was one of the
first riers sent this week uh since this
week's electoral Victory by President
Trump before learning of his sentence uh
he called uh for a pardon of
patriotism uh I want a full pardon with
the benefits that come with
it uh for being a patriot this is a
35-year-old Air Force veteran from oh
sorry Ashley babbett was the 35-year-old
Ashley veteran Alam used a helmet to
breach a barricade uh to the speaker's
Lobby doors interesting uh in the same
area where Ashley babbett tried to climb
through the shattered glass jury
convicted a LOM last year of 10 counts
including a felony charge that he
obstructed the Congressional
certification of Biden's Victory Alam
conceded that he broke the law on
January 6 but he says I believe in my
heart that I was doing the right thing
sometimes you have to break the rules to
do what's right footage of alam
exhorting the mob to attack members of
Congress before they escaped and then
punching out windows of the barricade
protecting them was streamed to viewers
around the world which made him
immediately
Infamous should try to Google this guy
just to see if we could get a picture of
him I remember covering uh the um the
event completely on uh on j6 you can
actually watch my stream on that there
he
is oh yeah here's this punching the
glass y That's the Ashley babbit window
wow that was right here because they
ended up retreating there's the broken
glass uh and um or this could be after
Ashley babbit was shot I'm not sure
uh because the they cleared this area
out after Ashley babett was
shot just remember watching it live it
was it was
intense H anyway okay let's uh let's get
to more of the coverage here so uh
pardoning on day one could happen this
person could get pardoned Donald Trump
also promises to fire woke uh generals
and uh especially special counsel Jack
Smith pledges to drill baby drill uh he
has in the past pledged to fire Jerome
Powell which Jerome Powell says would be
illegal and he would not step down but
Donald Trump could fire him on the basis
of um neglect in his duty or mal fence
by basically arguing jome Powell
screwing something up he'll probably
fire Gary gendler to as he says end the
persecution of crypto uh he will
probably also ban uh gender affirming
care for minors this will get sued like
crazy but he'll do it uh he's talked
about getting rid of the Department of
Education which he could do with
Congress you probably need 60 votes to
pull that off though so you'll probably
get blocked by democrats on this one and
he's wavered on this before because he's
argued that some states are going to
need the help that they just suck and
can't figure it out
alone we talked about no taxes on tips
uh and uh we've talked about the
potential uh for tariffs which a lot of
folks like Stanley dren Miller worry
will be inflationary
but then others say hey you know what
there's no guarantee that he's actually
going to go through with it so don't
worry about it so much all right
interesting uh so these are some of
Donald Trump's day one plans now what
does all of this mean for us well day
one plans probably could be pretty dang
dramatic uh Donald Trump has planned so
much for day one and he's had a day one
before which I hear a lot of presidents
talk about oh yeah we're going to do a
lot on day one and then they just don't
I mean Biden did promise to end the
Keystone XL pipeline which I think he
did on day two if I'm not mistaken so
we'll give that one to him but Donald
Trump has had a day one before I
wouldn't be surprised if he actually
does end up pulling off what he's
looking to do and you'll get the pardons
I think that'll happen I think you
probably are going to get the state of
emergency On the Border
that would make sense but you're really
going to need that budget reconciliation
process to really get the funding ramp
up uh and start actually working Mass
deportations so I don't think you'll
start seeing those deportations day one
uh but you might see some end to some of
the temporary protected statuses which
is going to suck for a lot of people who
are here on those statuses but then
again like a lot of people say and Trump
says oh they should leave and come back
through the appropriate channel so they
could appropriately be vetted uh as far
as markets I think Donald Trump's day
one policies are less likely to affect
markets because even if Donald Trump has
tax policy change even on day one it
would probably take until 2026 for you
to realize any tax policy change so I
don't really see your money being
affected on day one day one would likely
be more gender affirment care EPA
rules uh tax rules wouldn't really
affect until 2026 uh and then of course
if you're an undocumented immigrant
there would be concerns I would say
probably even before day one uh just
because agencies are going to start
preparing for day one
beforehand uh as far as uh you know this
idea of inflation I'm not terribly
worried about that mostly because most
companies have a lack of pricing power
right now uh I think a greater concern
would be are we going to be in a
recession by the time Donald Trump takes
office or are we trending towards one a
lot of that is going to depend on jobs
reports it's possible that after Donald
Trump won companies start going on a
hiring spree and you actually just
totally avoid a recession because Donald
Trump won and you get a total reversal
in jobs which would be fantastic for the
economy that is
possible uh and that'll also be really
good for my real estate startup house
hack which if you want to invest in by
the way you can go to house act.com to
learn more about that this video is not
a solicitation read the PPM uh as far as
uh let's see here so we talked tax
policy changes uh the stock market on
day one I think most of of the
enthusiasm for Trump will be priced in
before Trump actually takes office that
does create some risks of disappointment
once he does take office uh although
some of that could be driven by what
ends up happening with the labor market
so it's almost certainly too soon to
tell but markets have started pricing in
Trump before the election and then have
continued pricing him in
afterwards now we're going to get to
okay cool are these valuations fair and
could there be a correction either
between now and the uh the actual
inauguration or afterwards who knows
there's always going to be another time
where markets are fearful uh so if
you're waiting to invest more I always
say you have two choices choice number
one is dollar cost average Choice number
two is wait for fear and right now we're
not at fear we're at
greed uh and uh Market momentum is
considered at extreme greed uh although
the number of new 52- we highs and lows
is technically at fear as well as the
amount of stocks going up which is also
a little bit of a Red Flag Warning
actually that
potentially only a few stocks are
actually driving indic Seas up and when
this breath declines it's possible you
could end up walking into some kind of
like an August crash or correction uh
who knows Market volatility is neutral
junk bond and Safe Haven demand in the
greedy category so a little mixed right
now that's how we get to about 61 on
Greed which is surprising with all these
alltime new highs that we're not at
extreme greed but we're not has the
balance of breath few stocks rather than
all stocks uh okay so that's that now if
you want my trade alerts uh when I trade
during the day make sure to join the
stocks and psychology of money group
linked down below and uh get the free
Alpha newsletter every morning to start
your day at 6:15 a.m. by going to meet
kevin.com Alpha also link down below
thanks so much for being here folks and
we'll see you in the next one goodbye
and good luck do not advertise these
things that you told us here I feel like
nobody else knows about this we'll we'll
try buy a little advertising in SE go
congratulations man you have done so
much people love you people look up to
you Kevin PA there financial analy and
YouTuber meet Kevin always great to get
your take
UNLOCK MORE
Sign up free to access premium features
INTERACTIVE VIEWER
Watch the video with synced subtitles, adjustable overlay, and full playback control.
AI SUMMARY
Get an instant AI-generated summary of the video content, key points, and takeaways.
TRANSLATE
Translate the transcript to 100+ languages with one click. Download in any format.
MIND MAP
Visualize the transcript as an interactive mind map. Understand structure at a glance.
CHAT WITH TRANSCRIPT
Ask questions about the video content. Get answers powered by AI directly from the transcript.
GET MORE FROM YOUR TRANSCRIPTS
Sign up for free and unlock interactive viewer, AI summaries, translations, mind maps, and more. No credit card required.