Why the Stock Market & Bitcoin is CRASHING.
FULL TRANSCRIPT
hey everyone me Kevin here the stock
market is falling and in this video I'd
like to explain why uh first things
first while I wanted to make this video
yesterday I thought maybe today things
would recover a little bit and we can
kind of do a postmortem on what happened
yesterday and I'm over here in Florida
try to get this this flight training
done it's it's it's exhausting but I
still want to provide this value to you
and what I noticed yesterday uh as we
talked about in the course member live
streams as well is there are few things
happening uh first thing is you tend to
see a really substantial selloff at the
beginning of the day uh and then another
sell off at the end of the day uh this
was actually the paler bounce right here
I uh sent a trade alert on some call
options on which which we did have have
a nice rise here but it certainly wasn't
anywhere enough to make up for uh the
drop in the beginning of the day if you
were long holding and not just entering
on that line now today what's
fascinating is we have not stopped that
downsell uh from the opening now this
could reverse and we could get back here
but this is indicative of something
usually when we see markets that dump at
the beginning of the day and the end of
the day this doesn't just have to do
with paler usually it's indicative of
institutional selling this is the S&P
500 right here uh and you can see what's
happening right now relative to uh what
happened yesterday you had the am cell
midday sort of buy the dip uh and then
end of the day sell now why does that
matter well it's a sign of institutions
drisking look I have a lot of experience
uh with with Wall Street and on Wall
Street uh and I'll tell you it's it's
not a very fun place to be mostly
because you kind of have to do what's
good for business not necessarily what's
best for your Investments you on on Wall
Street kind of always have to be there
to encourage people to buy deposit more
funds and of course you have exposure to
the latest and greatest stock the
problem with that is it actually removes
your ability to have foresight for the
Market uh see foresight is actually
really unpopular in the short term right
because foresight would tell you that
when stocks are really eoric you
probably want to sell and go buy
something that's super bearish like
bonds right but doing that is really
unpopular and so institutions usually
don't do that so publicly I find this
every day you get institutions that send
their sort of bulls out onto the street
ah everything's fine everything's fine
go buy the dip but then behind the
scenes institutions are putting these C
orders that we see at am and p.m now of
course AM and PM have the highest
volatility so is it possible that retail
is only trading AM and PM as well I
don't think so I think you know it's
usually just institutions that are your
big AM and PM movers you know right
after market open right before Market
close mostly because the way you could
trade with an institution is you can
Mark orders as Market on close as an
example right so you'll put in your
order you'll take your day doing your
research and your work you put in your
orders for the end of the day and you
submit M them off and then you go home
uh and then right before the closing
bell in the last 15 minutes these orders
get executed so that's typical that's
one of the reasons why you see these
moves now why would institutions be
dumping that's sort of the big question
here is I mean you've got Robin Hood
down 10% well keep in mind that when the
stock market Falls retail investors stop
buying stocks as
much excuse me still a little under the
weather shouldn't have gone to China you
know I thought doing a documentary on
Wuhan would be a cool thing anyway uh so
when retail lowers their volume of
course Brokers uh like Robin Hood are
going to see lower volumes and so people
are trying to pre- price okay Market
down well Robin Hood will go down by a
magnifying effect because of their
exposure to making money off of the
market movements and usually as markets
go down people don't actually trade more
they trade less mostly because some of
their money has evaporated you know
drone Powell is going around with a
giant vacuum cleaner basically sucking
up extra liquidity but
let's talk about some of the other data
that's going on so just this morning we
had the Richmond uh fed manufacturing
and Philadelphia manufacturing reports
that came out now the Richmond fed one
was interesting because they said that
activity actually increased somewhat in
February uh but that was because of a
notable increase in shipments well
shipments mean old orders have finally
gone out the door so what is the forward
information say so their composite went
up because of the shipments issue or
benefit I guess but then on the future
index they write the
following the local business conditions
index remained at5 in February while the
index for future local business
conditions fell from 32 to 2 the Futures
index for shipments and new orders also
decreased substantially from 13 and 8 or
2 13 and 8 subst respectively so both of
those plummeted vendor backlog times
also decreased so that's not great so
all of that kind of went in the Poopers
okay well what else did we get this
morning because that report on the
headline if you just read the headline
it'd be like oh it looks like it did a
little bit better than expected oh boy
go by the tip uh but then when you
actually look at the detail it's like
wait a minute the old stuff is good the
new stuff is bad okay so that's Richmond
fed but then we also got the
Philadelphia fed report this morning we
covered all this in the course member
Liv stream which keep in mind we've got
a large like this is going to be the
largest price increase ever at the end
of this month uh for the courses so go
to me kevin.com if you want to be in you
pay once you get lifetime access and
we're probably going to be doing mini
masterminds later in this year no
guarantees but it'll be for course
members only and the goal is to get the
entry price up to 800 to 1,000 bucks
right now it's a fraction of that so
check that out over at meetkevin.com
you'll be really happy if if you join
sooner rather than later and you hey we
were live this morning for over an hour
and a half uh you know just talking
about what's going on as the Market
opens so if you still want those those
Market open Live streams you can get
those in the course member live streams
every single day we I even do weekends
uh really just trying to provide as much
value as I can to course members and you
just get you know raw Kevin every day
raw raw dog Kevin oh
boy uh anyway so Philadelphia Federal
Reserve Bank uh indicated this morning
the following uh manufacturing activity
declined this month according to firms
responding to February's uh
non-manufacturing business Outlook the
index for General activity at firm at
the firm level new orders and sales and
revenue all declined into the negative
territory firms continue to report
overall increases in full and part-time
employment that's actually good uh and
price indices suggest little change in
the prices of firms own goods and
services but continue to indicate an
increase in the price for inputs so this
is what I've been saying for for a year
now is that companies don't have the
pricing power to keep raising prices on
you with the exception of you know food
and eggs and and insurance they they do
because uh well out of the whole basket
of everything Insurance substantially
lags and then you know we generally look
at food as very volatile just because
Supply chains because of bird flu and
things can can be very volatile same
with energy um but for for most goods
and services you have pricing issues in
fact if you look at the Philly fed one
going back to this one it actually says
the average growth rate of prices Edge
down look at Home Depot Home Depot is
forecasting growth of 1% in comp sales
inflation's going to be higher than 1%
so they are actually shrinking on a real
basis an inflation adjusted basis
continuing on uh they indicate that this
was the first negative read in
employment since April uh or sorry in in
the employment work week so usually when
the average work week Falls that's a
precursor to people getting laid off
layoffs happen last you know people keep
going on CNBC they're like but but the
economy is good because our employment
so when unemployment weeks you are
already at the bottom of the stock
market that's by
time uh current indicators declined to
the worst level since April of
2023 uh and we had the future Regional
activity index turned slightly negative
its first negative read since August so
the Philadelphia fed report this morning
was bad the Richmond fed report this
morning was bad those are just from this
morning last week's S&P PMI report that
I covered was terrible it was really bad
like you should look it up if you
haven't seen it yes S&P PMI report on
business you could literally just Google
that uh and uh and you'll find the
February here you just go there see S&P
Global flash us PMI report pop that open
please I encourage you this is your
homework read it I'll just read you the
first line because I've already covered
this I don't want to sound redundant but
just as a reminder us business activity
growth came close to stalling in
February
so no why is the stock market going down
wow maybe because institutions are
actually reading these reports and while
their minions are going on CNBC telling
you everything is okay they're actually
in the back office is going oh
look there's something you have to
remember and I'm not saying this to be
you know a bear on on Trump but there's
something you have to remember about
Trump
policies Trump
policies are growth negative at the
beginning growth positive at the end so
think about that for a moment what is
what does that actually mean what am I
saying when you fire people even because
of waste I'm not making a political
argument here I'm just saying fact of
matter is when you fire people growth
contracts simple when you tariff tariffs
are terrible economic policy and they're
nowhere near good enough to help off set
our tax revenues but that's okay it's
not political it's just simply stating
both of those together are growth
negative policies uncertainty around you
know what's going on with Ukraine or
whatever or you know are we going to
turn the Gaza Strip into uh uh you know
a new monoco uh these are all
uncertainties that are growth negative
right because we look and we go oh my
gosh what's going to happen what's going
to happen what's going to happen we
don't know Rana had an interesting
argument he's like look Trump if if you
just said like cuz ran is a Democrat
he's like look if you just said this is
what the tariffs are going to be great
then we can plan for it but what's
actually happening it's a sort of like
Hey we're going to do 25% tariffs ah
just kidding you know we're going to
have more troops at the Canadian border
uh oh yeah you know what yeah we're
actually still working retaliatory
tariffs on on uh Canada and be like proo
um this is not this is not to be
anti-trump it's just simply to make the
the statement that that uh confusion uh
does create uncertainties which make
people uh less confident in buying and
they are growth negative for the time
being now consider that for a moment
growth negative at first eventually is
supposed to be offset by what well tax
cuts right let's get some water here
Florida tap water
baby all right so if you have growth
negative policy that hits first later
the goal is to get growth positive
policy but that takes going through
Congress right you have to get your tax
policy through Congress you have to get
your tax cuts through Congress what is
this okay I thought I only had tea and
decaf coffee oh I I need real coffee uh
but anyway thanks Marriott uh tax policy
is going to take a while to actually
implement the tax policy won't actually
probably come until uh we get to 2026
that's probably when we'll actually see
our tax policy so if we have to wait
until 2026 to see growth positive
regulatory Cuts more certainty and tax
cuts well you know by then the economy
could be in a deep dark recession now
I'm not praying for that because I think
that's very bad uh I do think there are
ways you can Hedge for that uh
specifically I'm a big fan of um bonds
uh TLT I think TLT you know $95 call
options 2026 uh and $100 call options
2027 are quite interesting as a hedge
for this you have to look at them as a
hedge because look bonds do great when
the economy does poorly and uh you know
the economy only does poorly two out of
every seven years so statistically if
you were going to throw a dart you're
more likely to hit a bull market right
that said this latest data has moved me
from a four and a half on the bull bear
scale or bare bull scale down to like a
two and a half the latest that is bad
but what about apple apple and it's 500
billion investment let me tell you about
that scam and now for a message from our
paid sponsor helium mobile all right
folks yall know I love good deals and
the fact is I also love having good
reception this is why I have four
different sell plans on my phone now you
don't have to be like me but you
probably only have one and maybe you
need a better one or you need a second
one and I encourage you to check out
helium mobile one of the reasons I do is
because they actually have a free option
so you can install a second plan on your
phone this another Sim like an eim for
free the free plan gives you 3 GB of
data 100 minutes of calls and three
under text all at no cost you go to
their website helium mobile and see the
three different options that you could
tab through the zero tab the air tab the
infinity tab what's great is they give
you a breakdown of exactly what's
included so it's super transparent one
of the reasons they can offer you a free
plan is because you get rewarded for
sharing anonymized data that helps them
improve
their Network you also end up getting
the potential for gift card rewards to
things like uber and door Dash Nike
Airbnb un name if you need more data
they've got insanely inexpensive plans
compared to some of the you know current
bills you might be facing and so as a
result encourage you to check him out
helium mobile the only way to get in
right now is by joining my exclusive
weight list so make sure you use my link
invite in the description down below and
use code Kevin that'll help you lock in
your spot on the wait list that way you
could start saving some real money or
get that second backup option True Story
by the way I have four different cell
services on my phone because when I'm
traveling like this for work I want to
make sure I always have cell service
anyway let's talk about the Apple scam
so look I like Apple I like Apple a lot
I think they're a great company I'm a
big fan of their
leadership but when I heard Apple say
that they're going to invest $500
billion over the next 4 years in in data
centers to support their you know
private cloud data centers which isn't
really AI Cloud uh that would be you
know these these AI data centers I mean
I suppose they could be AI for like the
internal neural Nets that they want to
use but they really want to run these on
your devices so I suppose it would be
more like protected Cloud uh for uh you
know things you want to upload on your
iCloud or whatever and then
audited uh servers data centers that are
protected these are somewhat different
from GPU based data centers they might
be more uh you know hard drive based
data centers uh but they'll probably
also be some GPU data centers might be a
mix of both but Apple made this
announcement that uh they want to create
20,000 jobs over the next four years
ideally you know sort of exactly matched
with that Trump Administration it's a
bend the knee is what it is right I mean
meta bent the knee for Trump and their
stock went up like 25% and so you know
people are kind of like oh boy let's go
Trump because it makes our stock go up
that's fine again I I'm not here to be
political but what I am here to do is
look and I I was joking about this with
course members this morning I'm like you
know the meeting between Apple and Trump
probably went something like oh hey
Trump we'll invest all of our cash flow
into uh the United States please please
don't terrif
us and this is what they did kind of in
2018 where you had this Chinese tff war
going on and the Chinese sword in
initiatives and Donald Trump Exempted
Apple from a lot of the tariffs and
actually ended up giving CEO Tim Cook or
CEO Tim Cook ended up giving Trump one
of the first of the new models of Max uh
that were released because of this sort
of relationship that they were able to
earn and the exempting that Apple got
for terorists which is Mission critical
for them because of how much they
manufacture overseas and then also how
much they sell overseas but then I look
and I go uh well wait a second Apple if
I look at your balance sheet and current
assets you all have about $65 billion
which is cool but it's a far cry from
$500 billion so then I'm like all right
well what's their cash flow and that's
where I figured it out their yearend
cash flow is about $120 billion which is
fantastic but that basically means they
are saying hey Mr Trump we will invest
105% of our next four years of cash flow
or 100% of our next four years of you
know projected cash flow back into the
United States you know Trump's probably
like can you all do
more you know but but this is this is
actually a good thing right because you
have a president who is encouraging
businesses to invest in America and you
know a lot of people see that is very
good you create American
jobs uh at some point those data centers
will create more American demand for
goods and services restaurants around
those data centers the construction
industry that gets supported there I'm a
big fan of of those sort of
announcements from the private sector
they're actually not too dissimilar from
the Biden Administration announcing the
chips act and investments into America
right except rather than the government
making the investment announcements it's
private Enterprise doing that uh for the
benefit of them potentially being exempt
from tariffs this is this is the goal of
trump the the whole point here is to try
to get businesses to invest in America
so I see the point in the short term it
does create some uncertainty stuff so uh
you know is the Apple investment announc
a scam no it's just it implies they have
all the money now and they're really
just promising their future cash flow
and I personally don't think that
promising your future cash flow for
Investments is a Sound Investment
decision because you just don't know
what's going to happen between now and
then but that's just my take okay so
then
Microsoft you know this was an
interesting one Microsoft came out and
said oh uh you know there are some
people in the rumor mill talking about
our our us cutting leases which I made a
video on this and they basically said so
the news is true but uh we're going to
reinvest that money into something else
see I personally actually think that a
lot of these companies are going to
realize they've overbuilt llm
Investments you know language model
Investments and I actually think you're
going to see a big movement towards
other types of capex so I think they'll
still spend the capex but it'll go to
things like actuators and batteries for
Rob robotics rather than just data
centers for llms that's my take uh but
uh you know something to look at as well
just some other data points here
Microsoft uh while it fell yesterday due
to these lease cancellations and Nvidia
was down 3.1% on the news it you do have
Nvidia earnings coming up and I actually
think Nvidia earnings will be quite
bullish mostly because they're like
never not bullish when have you ever
heard of Jensen go up and not tell you
about the multi-trillion dollar
investment opportunity other R you are
going to get a bullish Jensen
hall now are you going to get the same
levels of growth
projections I don't know I guess we'll
see usually Nvidia beats and raises so
the Market's already expecting a beat in
race will it be enough you know Home
Depot stocks down today and they
technically beat but their growth was
trash I mean to some extent they're even
expecting negative growth so I'm not I'm
not like purely optimistic
uh now that said am I you know a mega
bear well I always just like to use my
bear bull scale I also really like to
take a sip of this coffee but it's too
hot right now so I have been uh under a
five on the bare bull scale so you know
one is sell everything 10 is all in on
margin I've been under a five since last
summer now that's been disappointing
because to some extent that means I've
been more bearish than I should have
been during the uh the the Trump
enthusiasm face which was you know an
incredible
run
but when we actually look at the
underlying fundamental data we look and
say okay is it possible that we pulled
forward a lot of production and goods
and service spending in anticipation
that everything's going to be great in
2025 and then all of a sudden 2025 hits
and it's like oh more uncertainty tariff
uncertainty tax uncertainty the benefits
aren't here yet of course I mean we knew
this we read this like a book before
happen uh pricing power is limited like
at some point the Slowdown will hit and
you know if institutions are just
talking about oh well you know jobs are
still good then I think they're just
again sending their lying Minions on
CNBC to tell you that uh everything is
fine when the reality is it's not and
when you look at hedge fund exposure to
the mag 7 right now people are actually
joking that it's going to be called the
lag seven because hedge fund exposure to
the mag 7 right now is at the lowest uh
level that we've seen in years
uh people are talking about uh how uh
even Baba sold off after they announced
$53 billion of infrastructure spent and
they see that as potentially a negative
Catalyst for NVIDIA although Baba's
actually popped up today Baba's been
doing great since they're they're you
know doubling down on AI so a lot of
people actually on the flip side are
taking the opposite side of that trade
and they're saying nah man all in on
China baby if the us is going to slow
down we'll go to China that's fine I I I
I'll just be transp parent I'm not I'm
not as well educated on uh on China so I
try to stay away from uh opining on
everything Chinese uh Starbucks we saw
cutting jobs Southwest cutting some jobs
uh hims losing its access to I could
probably never pronounce it right but
semaglutide semaglutide that's not so
great for him uh that's been one of
their highest margin products and
highest like I mean I think they charge
somewhere around 199 bucks a month to
have somebody come in uh and be a member
and have ACC to semaglutide through HMS
whereas they charge normal members like
$39 to $59 a month I believe it is so
you know you're getting a lot more
margin over there but you know we've
we've done a whole analysis on him in
the course member live streams you can
go check out uh where we actually go
deep on this but anyo uh
the the uh current latest that we have
from Trump on tariffs is that Canada and
Mexico tariffs are going to be quote on
time now and moving along very rapidly
those are quotes from Trump following an
initial delay until March 4th which is
already next week which is crazy means
that coupon expiration is coming up at
the end of this month already that's
wild February 28 that's going to be a
big one it's going to be the one of the
biggest price hikes uh in a very very
long time and it's mostly because as we
start initiating doing um uh local
meetups later this year uh we uh the
entry price is going to be a lot higher
uh Bond uh oh yeah and then there's this
talk about uh TLT being at some of its
highest levels of short interest in
quite a while uh creating what a lot of
people argue is is a potential buy the
dip opportunity in in bonds but then
again I have exposure to bond so I I
don't want to sound biased but I found
that very interesting that short
interest is so high probably because
it's made a lot of money you know you
shorted bonds you made a lot of money uh
now another thing that I'd like to talk
about is U micro strategy and Michael
sailor so Michael sailor bought like2
billion of Bitcoin again at somewhere
around $95 billion and it basically did
absolutely nothing for the stock which I
thought was very very interesting
because you know much like other people
people are like huh usually when Michael
saor buys Bitcoin goes up but that
didn't happen right now and I think
that's because again the
institutions they're not being
transparent to your face in that they're
just secretly de grossing substantially
and that includes de grossing on whether
they have altcoin exposure Bitcoin
exposure whatever it's just it's
basically all turning into
sell which could be very shortterm it's
entirely possible that we get Nvidia
with some Banger earnings tomorrow and
everything just goes back to the moon
and we go back to normal and this was
just a short-term by the dip opportunity
fine the reports that we're reading the
pmis uh Richmond Philly feds uh
University of Michigan sentiment and
some of the other data we're getting
they don't necessarily agree with that
but hey who knows may maybe that'll
spawn new
investment but I think one of the
reasons why Bitcoin didn't actually move
up substantially
after the sale or $2 billion buys
because you basically just match that
with another $2 billion of sales see
that doesn't even necessarily have to be
on the public Bitcoin Market it could be
done through what we call dark pools
which I know I'm going to get a lot of
people Kevin it's blockchain it can't be
dark pool dark poool doesn't mean that
it's not like that that we'll never see
it uh it just means that it's not done
through your open and public market so
for example let's say you have gold
Sachs that says hey we've helped yall do
so much in in in bond offerings uh we
actually were look you know we want to
help you with another Bond offering
Goldman um micro strategy we've made so
much money off y'all in commissions uh
by the way we have about $2 billion of
Bitcoin that we want to offload and I'm
just speculating here right but I just
want to explain how it could work we
have $2 billion of Bitcoin that we want
to offload uh next time you guys raise
money and want to buy Bitcoin can we
just sell it to you directly so that's
still going to appear like an onchain
transaction but it's not going to appear
like a you know a giant Candlestick on
on the uh public pricing markets for
Bitcoin because it could just be an
agreed upon market price okay we we'll
put the transaction through we'll we'll
trade that $2 billion with you uh and
and you'll still see that on blockchain
but you won't see that necessarily on on
like you know somebody put in limit
order by $2 billion Bitcoin you'd see
these giant candles up or somebody put 2
billion sell you'd see these giant
candlesticks down instead you're just
matching a buy and seller at probably
roughly what market price is and then
you can see the volume but the price
doesn't move that's just an example of
how this sort could potentially work
that's at least how these I guess maybe
a better word than um uh dark poool
would be to call it uh block
transactions right uh this is this is
frequently done on Wall Street and so it
can be done in crypto as well uh just
basically manually arranging a buyer and
a seller very very
common so what does this actually mean
though for the long term well uh a
Bitcoin sell down Michael sailor
believes would actually be totally fine
for micro strategy because they say that
even if they had to pay their bonds back
and the company value went down because
Bitcoin went down they would just be
able to pay people back in cheaper micro
strategy
stock I don't know what Michael sailor
is smoking but that's not how bonds
work when you sell convertible bonds
you're promising to pay people back in
cash uh when the Bonds
mature well unless you have the cash
you're going to have to sell your stock
at a lower level to pay people back in
that cash they're not going to take
micro strategy stock at a lower
level most of the convertible bonds that
I've been studying for micro strategy
all have conversion prices that are way
higher than where they are now the last
time I looked at a micro strategy Bond
it had conversion prices for like 2028
at like
$650 and so if it didn't convert at 650
people get their cash back well how are
you going to pay people back if the
stock is
$200 well that's probably a lot easier
than if the stock is
$25 so that's going to be something to
pay attention to in the next cycle
that's not to be bearish Bitcoin it's
actually to be bearish micro
strategy same that's uh they've set
themselves up for quite a lot of debt at
a at a higher cost basis right so that's
going to be something to pay attention
to all right so now we've talked
artificial intelligence Bitcoin we need
to talk housing
so see housing out there I'm a big
fan but it depends on the location right
now Florida and Texas and many parts of
the country including some parts of DC
are going
through a supply shock more inventory is
coming on the market at the beginning of
the year than buyers are showing
up that is a positive Supply shock which
typically leads to a reduction in
prices that creates an opportunity and
that is where I personally see an
opportunity to move more of my own money
into house hack yes I do selfish plug I
suppose but here's what I love about
house hack first of all our reg should
be out within the next week or two we'll
probably talk to course members about it
first but but I I'm not sure how long
it'll be it could be even longer so this
video is not a solicitation because
there's there's nothing to do right
now but what we'll probably do is keep
doing what we've been doing which is
when we raise money we buy real estate
where we can get it for a discount that
protects us if the market goes down but
it means we are one of the buyers during
a panic period we're raising cash we pay
out our our uh rental yield it's about
5% so we pay that out
uh and if we can grow the value of the
company you get that upside as well
that's basically what we do but I just
buy fixer ERS go around the country buy
fix ERS and we expand the business right
now we're pretty heavy West Coast but
we're looking to expand towards Texas
and Florida and we actually think we
don't know if that time is right now but
we think soon there will be an
opportunity to start buying the dip on
Texas and Florida I think we're getting
closer to that buy the dipo opportunity
it might still be a year but we're
getting closer uh event they'll bottom
out uh and uh and then also develop adus
so I'm a big fan of real estate now
aside from from talking about house hack
why do I think real estate is so
interesting right
now well I believe that if the market
truly is slowing down then interest
rates are going to plummet in fact I
think that in the longer term we'll
probably see interest rates come all the
way down to the 30-year mortgage will be
lower than
2% we'll end up having a 40 or 50e
mortgage it'll be under
3% we'll have lower 30-year mortgage
rates than we've ever had before I think
we are heading into more of a
deflationary spiral rather than uh an
inflationary second wave so I think
these these concerns that like credit
agricult have about oh we're going into
stagnation because January's inflation
report was slightly high whatever
dude you can believe that and and look
if there's deflation and a recession you
know what'll do really well as gold but
I actually think we'll have deflation
and
recession which means bonds will do well
gold could do well because of the
recession aspect but but you'll lose the
inflation
buyers so real estate is very
interesting though because if you can
own
assets that uh that are sensitive to
interest rates this is why I like rock
and mortgage United Wholesale I think
some of these are near Rock Bottom I'm
not saying they're at their bottom yet
but they're near Rock Bottom uh end
phase uh you know um uh
housing these are assets that I think
can do really well when rates
plummet and if the stock market slows
down because the economy is starting to
slow down and institutions are starting
to see the red
flags and that ends up leading to
layoffs then yeah it's just a matter of
time for rates to plummet uh and so you
want to sort of preposition and and pre-
anticipate some of
that
so that's my take and uh if you want
more details and Analysis from me make
sure you're part of the courses huge
price increas is coming so U make sure
you get in by Friday the 28th if you
have questions email us at staff
kevin.com course member live streams
every single day by sell trade alerts uh
when I see opportunities long-term
fundamental analysis so whether you like
long-term short-term real estate stocks
we cover it
all really encourage you check it out go
to Meek kevin.com thank you so much for
being here folks and uh hope to be
better soon still feel a little under
the weather I'm going to have some
coffee now and uh we'll see you in the
next one appreciate yall see you goodbye
and good luck
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.