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Major Bank: Kamala Harris is FINISHED | RFK Joining Trump

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0:00

holy smokes City Bank is freaking out at

0:02

the potential that RFK could end up

0:06

joining Donald Trump and potentially

0:09

even get a seat in the Trump cabinet now

0:12

I'm going to show the docks in just a

0:14

moment but I quickly want to give you

0:15

like a quick summary here of some

0:17

sentiments that are going on I'm going

0:19

to start with the more right leaning

0:21

sentiment and then I'm going to give a

0:23

little bit more of the left leaning

0:24

sentiment so the right leaning sentiment

0:26

is that the Obamas are here to help

0:30

uh k Harris instill hope in the

0:33

Democratic campaign and the Democratic

0:35

party really has a history of doing this

0:37

you look at someone like Jimmy Carter

0:39

who promised more honest politics in

0:42

1976 or Bill Clinton who was literally

0:44

the man from Hope Arkansas that was one

0:48

of his campaign pitches he was born in

0:49

Hope Arkansas and that was it anyway

0:52

Obama promised hope and change you can

0:54

believe in and then of course people are

0:56

like H okay we got it now we got Trump

0:59

you know 8 years later

1:00

uh and you know then the frustr you know

1:03

this this again it's purposefully I'm

1:04

trying to give sort of the right

1:06

perspective here the right leaning

1:07

perspective with Harris people are very

1:11

frustrated that she's basically just

1:14

appointed and she's in without a primary

1:16

contest and her speeches are scripted

1:19

it's the teleprompter it's hey I used to

1:22

not like fracking but now I'm open to it

1:25

and I used to be for a single-payer

1:27

healthcare system but now I'm not I'm

1:29

different today and yeah I'm a

1:32

prosecutor so that means I could be

1:34

tough on crime and tough on the border

1:36

and so they're really trying to take all

1:38

of their weaknesses and kind of flip

1:40

them around but people are like well

1:41

wait where are the details it's cool to

1:44

say that but we got to see some of the

1:46

details even the $225,000 down payment

1:48

assistant policy people like hey uh for

1:51

all first-time home buyers is it like uh

1:54

tax credit is it straight up stimulus

1:56

money uh you know what are the the

1:58

resale requirements on the property how

2:01

long do you have to be a first-time home

2:02

buyer for I say that because some

2:05

first-time home buyer programs let you

2:07

use them if you just haven't bought a

2:09

home and don't currently own a home

2:10

within the last you know three years or

2:12

whatever anyway so uh and and then of

2:15

course people on the right are

2:16

frustrated that there hasn't really been

2:17

a real interview yet uh with kamla

2:20

Harris other than sort of scripted

2:22

events and so people are a little

2:24

frustrated by that uh they suggest that

2:26

kamla Harris is experiencing a sugar

2:28

high and that uh you know she's coming

2:30

out of the gate with announcement and

2:32

hope and cheer but now it's time to get

2:34

into the nitty-gritty and get into the

2:35

details now the left leaning position is

2:40

that well you know Trump is an erratic

2:43

uh insurrectionist who's impulsive and

2:46

self-interested and what a bare minimum

2:48

needs to happen is Democrats need to win

2:50

a majority in the house or or just keep

2:52

it in the Senate so they can block any

2:54

kind of one party legislating like

2:56

another tax cut and jobs act which

2:58

frankly it seems like a lot of people

3:00

kind of really like the tax cutting jobs

3:01

act but okay whatever uh and uh then you

3:04

also have this sort of branding from the

3:06

left that's oh you know Trump is just

3:08

trying to make his Rich boys richer and

3:10

I mean they do have an interesting point

3:12

that yes Trump is probably seen as more

3:15

Pro crypto more Pro investment Community

3:17

more Pro wealthier individual

3:20

potentially especially since right now

3:22

about 1/4th of his fundraising comes

3:24

from the Securities and investment

3:26

industry probably a lot of crypto folks

3:28

in there that's over a 100 20ish million

3:30

bucks already in 2016 they gave like

3:33

oneth of that less than $21 million so

3:36

kind of interesting kind of interesting

3:38

there these sort of disparities here and

3:40

the differences and really we're at the

3:42

point in this early first kind of 35

3:46

days of the Harris campaign where Harris

3:49

has started kind of polling ahead in

3:51

some of the predicted numbers and in

3:53

some polls again people are suggesting

3:55

first of all don't believe the polls

3:56

they're all ragged and nonsense which is

3:58

true some polls have been found to

4:00

oversample Democrats and you get a

4:01

Harris Lead You could also honestly

4:03

manipulate the betting markets if you

4:05

have enough dalah Halas because you can

4:07

kind of buy up the order book but anyway

4:09

take a look what happened today and then

4:11

we're going to talk about what city said

4:13

regarding RFK because what you're about

4:15

to see could be because of the RFK

4:17

announcement look at this this is a flip

4:20

Donald Trump back in the lead on poly

4:23

markets betting odds with an 84.8

4:25

million bet and a 52% chance versus KLA

4:28

Harris at 77 million this is after the

4:31

news that RFK might on Friday announce

4:35

that he's joining the Trump camp this

4:37

will be a big game changer note over

4:40

here on predicted we still have kamla in

4:42

the lead at 53- 50 Trump but we've got

4:46

this narrowing that you could see over

4:48

the last uh seven days here if you go

4:50

out to the 90day Chart you could see

4:52

kamla Harris really had a nice wedge

4:54

here over Donald Trump again this is

4:56

just last kind of 30 days here people

4:59

calling it The Sugar High new candidate

5:02

trying to Brand herself as not having

5:04

baggage and new ideas hope change

5:07

whatever but it's detail time right and

5:09

now after this RFK talk we're starting

5:11

to see a a narrowing of that spread in

5:15

fact if you go down to the 24-hour

5:17

market you could see it's extremely

5:18

tight just three cents apart now again

5:22

after that RFK talk now some of that is

5:25

likely due to the fact that rfk's sort

5:28

of solo odds if we check him on here uh

5:32

which they kind of drag along the bottom

5:35

over here so you don't really see much

5:37

of a move over here but you could see

5:38

his two cents basically goes right back

5:41

down it's a little harder to pit that

5:44

you know his PO votes over here or the

5:46

three cents here or whatever went over

5:47

to Trump but we expect that's what

5:49

recently happened here now why do we

5:52

expect that well let's take a look at

5:54

this City Bank article because it seems

5:56

like city is jumping up and down over

5:59

this one so are you ready for this let's

6:00

go on over now I I know some of you

6:03

don't like this microphone I'm working

6:04

on the positioning and I'm working on uh

6:07

the sound quality okay last time some of

6:09

y'all are like Kevin it's too it's too

6:11

muffled you sound like crap and I I

6:14

don't know I think some people like

6:15

Kevin there's a mic in your face like

6:17

what's with all the dudes worried about

6:19

the big cylindrical object you know

6:21

beaming into my mouth I don't I don't

6:24

know anyway so Nicole Shanahan by the

6:26

way she's donated a crapload of money to

6:29

the RF K campaign I think she's

6:31

personally into the RFK campaign for

6:33

like $15 million and you got to have a

6:36

lot of money to be able to donate $15

6:38

million to a

6:41

campaign because if you lose it's like

6:43

man you don't want to be bankrupt uh

6:46

anyway so take a look at this this is

6:48

from City bank and they suggest that RFK

6:52

Jr has been pulling around 5% that is

6:55

significant and could be enough to tilt

6:57

all the swing States in the favor of

7:00

trump now that's a really really big

7:04

claim here I mean this is this is like

7:06

freakout level huge claim if you could

7:09

get those independent voters which

7:11

obviously not all of the supporters were

7:13

going to go for Trump that were RFK fans

7:17

after all some people are RFK fans

7:18

because they don't want Trump and then

7:20

they don't want a

7:21

Democrat uh but they would have been

7:23

okay with RFK as a Democrat if he still

7:24

were still there but he would have

7:25

gotten primary so that's why he's

7:27

independent now but anyway this idea

7:29

that RFK could potentially jump onto the

7:32

Trump campaign and then move maybe even

7:35

call it 3% of that vote over well if you

7:38

move 3% of the vote over in the betting

7:41

markets what do you have well let's look

7:43

at it uh oh that's Bill Amman I meant to

7:46

go oh that's the wrong button sorry

7:49

there uh you've got uh now all of a

7:51

sudden you got Trump tied on predict it

7:54

Trump way ahead on poly market and if

7:57

you go to the real clear uh politics

7:59

betting average or sort of poll average

8:02

right now we could see that kamla Harris

8:04

has a lead over Trump of

8:08

1.5% that would basically go to a 1.5

8:11

percentage point lead for Trump and mind

8:14

you it's it's not really the popular

8:16

vote that you need you just need the

8:18

swing States so this is a

8:21

GameChanger uh take from City Bank here

8:24

that suggests joining forces with Trump

8:27

which which Donald Trump did suggest

8:30

mind you back um I think it was in July

8:32

June or July uh suggested that hey you

8:35

know maybe you could be part of our

8:37

campaign or our Administration in the

8:38

future or

8:39

whatever apparently the markets are

8:42

really excited about that potential

8:44

because they're seeing Oh My Gosh RFK

8:47

could be the solution to slam dunking

8:48

the swing States and boom you get a

8:50

trump presidency which then you have a

8:52

lot of people who are saying oh smokes

8:54

if we get that well then what we're

8:56

going to end up with is a market that

8:58

might actually start rallying again in

9:00

fact you had a stock market that had a

9:01

little bit of heart palpitations when

9:03

kamla was first uh selected it was

9:05

almost like you were un pricing Trump

9:07

and now you've had a little bit of a

9:08

rally back the last you know nineish

9:10

days roughly uh and and people are

9:12

suggesting oh we're we're pricing back

9:14

in some more Trump odds but anyway let's

9:17

keep going with this city piece and this

9:20

microphone come on some I know some of

9:23

you like it leave some support for the

9:25

new microphone it's

9:27

German it must be good then

9:31

right all right anyway so uh we noted

9:34

that we could be approaching Peak Harris

9:37

and an official decision from RFK to

9:39

join Trump would further support this

9:42

right and now keep in mind one of the

9:43

reasons you might say something like PE

9:45

haris is because the initial Euphoria of

9:48

a candidate announcing is great but then

9:50

people start questioning the details of

9:51

your policy plans like what what are you

9:54

actually going to do about the Border

9:55

that's different because RFK for example

9:58

you know some people and I wrote these

10:00

notes on the right over here some people

10:01

say oh that's that antivaxer guy but RFK

10:04

actually has some pretty decent ideas

10:07

and solid ideas and when you listen to

10:09

him you're like man okay yeah maybe this

10:11

guy isn't as crazy as as sort of his

10:13

reputation that precedes him implies he

10:16

is and those who support him really

10:18

support him uh they may follow his

10:21

endorsement because frankly think about

10:23

it this way you might hate Trump but if

10:26

you say all right RFK is definitely out

10:28

but he has a chance to get in a seat of

10:31

government through the Trump

10:32

Administration well now you have to ask

10:34

yourself would you rather have RFK in

10:36

government or not and if Trump is the

10:38

conduit to get your guy in government

10:40

great I personally think and I didn't

10:43

read this anywhere I just want to be

10:44

clear this is my opinion I personally

10:46

think you should put RFK in something

10:47

that's less public not too much of like

10:50

a speaking role I I'm just trying to be

10:52

blunt it I I don't think he's the best

10:54

for the a speaking role but put him as

10:57

like the head of the Department of

10:58

Transportation or DHS or something you

11:00

know Department of Homeland Security and

11:02

put him in charge of uh infrastructure

11:04

or border reforms both of those by the

11:06

way he stands for he stands for

11:08

rebuilding infrastructure rebuilding the

11:10

middle class he's actually one of the

11:11

candidates who's a fan of diverting some

11:14

you know he's not trying to say like oh

11:16

let's make America not safe but

11:18

diverting some of the excessive sort of

11:21

in the opinion of some military spending

11:23

for other efforts like Ukraine or Israel

11:26

or whatever divert some of that and just

11:28

take some of that money and start

11:30

spending on infrastructure in the United

11:32

States which frankly is a frustration of

11:34

a lot of people people are like why why

11:36

are we spending so much money on these

11:37

other countries when we have our own

11:39

problems at home now obviously the

11:40

counterargument to that is oh well it's

11:42

for National Security a weak Russia is a

11:45

strong United States blah blah blah blah

11:47

blah whatever right uh this is of course

11:50

then where you can kind of combine the

11:51

argument and say oh well if you know if

11:52

Trump were President we wouldn't have

11:53

had a new war and then we would have had

11:55

to spend the new money and we could have

11:56

spent the money on the infrastructure

11:58

plan now Donald Trump did have an

12:00

infrastructure proposal back when he was

12:03

a president the first time it didn't

12:05

pass well it didn't well it actually

12:06

never came to the table because I think

12:08

Co hit you know they focused on the tax

12:10

cut and jobs act by midterms you already

12:12

lost uh the the the sweep power that you

12:16

had in Congress you lost control of of

12:18

uh all three branches and then of course

12:21

Co hit and not try to make excuses I'm

12:23

just trying to acknowledge that you know

12:25

Trump did run on infrastructure and we

12:27

got smaller infrastructure plans Stone

12:29

XL Pipeline Water Act billions of

12:32

dollars for various different

12:33

initiatives but not that big sort of

12:34

sweeping sweeping reform I think this

12:36

might be an opportunity for Trump to say

12:38

look no wars were started on my watch

12:41

we're going to make sure that doesn't

12:42

happen again and the money we save will

12:43

be able to put into infrastructure and

12:45

guess what RFK is going to lead that

12:47

division uh or or you know lead the

12:49

infrastructure spending and make sure

12:51

that we make America great again

12:53

whatever right that's sort of an

12:54

argument that you could take uh if

12:56

you're thinking about this and uh and I

12:58

actually agree with City here that

13:02

really if you combine forces with RFK I

13:05

think you almost have to guarantee the

13:07

guy a cabinet role because what you

13:10

don't want is Trump coming across as

13:12

like a user because you know people

13:14

aren't going to put that past Trump

13:15

let's just be real uh even if you like

13:17

the guy you're going to agree like if if

13:19

Trump can win with RFK and then not use

13:21

him if he didn't need him in the C in in

13:23

the administration he'll just dump him

13:25

but if Trump makes the promise he

13:27

doesn't want to come across as a liar

13:29

although I know plenty of people already

13:30

think he is or convinced he is whatever

13:32

but the point is Trump should make that

13:34

promise upfront because I think it would

13:35

actually give him more of a guarantee

13:38

that those RFK voters are going to turn

13:40

out for Trump if that's what Trump wants

13:43

I actually do think that this

13:45

potentially hurts the Harris Camp

13:48

because what you're doing is you're

13:49

taking somebody who was a Democrat and

13:51

you're basically showing the Centrist

13:53

ISM of a you know RFK Trump and advanced

13:58

ticket essentially I shouldn't be saying

14:00

ticket because a Cabinet member is not

14:02

on the ticket but you know what I mean

14:04

uh Coalition we'll call it right uh and

14:07

you do have Harris moving closer to the

14:09

center as well she's trying to get away

14:11

from the defund the police and some of

14:13

the more woke politics because

14:15

everybody's trying to win this election

14:16

on centrism now of course there is a

14:19

risk that you know RFK is just going to

14:21

be branded as the antia guy now in

14:23

Trump's Administration look he's much

14:25

further to the right blah blah blah blah

14:27

blah of course they're going to say that

14:28

but I don't think you're trying to

14:29

convince that audience anyway like

14:31

they're already going to not vote for

14:32

Trump anyway so uh right now take a look

14:36

at this there two options we're looking

14:37

at this is what Nicole mentioned and one

14:39

is staying in the race forming that new

14:41

party but we run the risk of kamla

14:44

Harris and walse uh becoming uh uh

14:46

basically the the the nominee or the

14:48

president rather president-elect because

14:49

we draw votes from Trump right you're

14:52

taking votes away from Trump by doing

14:54

your own thing or we combine forces with

14:57

Trump now uh you've got a city group

15:00

here who thinks they might be able to

15:02

get 5% in National polls which would set

15:04

them up for federal funding in future

15:06

elections but that might not be worth it

15:09

if RFK could guarantee something inside

15:12

of that Trump campaign and uh and and

15:15

and City Bank turns this into sort of an

15:18

economic POV and argues that uh the

15:21

dollar will actually rise on this strong

15:23

dollar under this Trump news I kind of

15:25

think it's more likely that the dollar

15:27

will weaken maybe not necessarily on the

15:29

news maybe it'll go up on that news but

15:31

I actually think it'll weaken in the

15:32

longer term because rates are going to

15:34

down I think they're going to go down

15:35

faster than other people project and I

15:38

think Trump actually prefers a weak

15:40

dollar because he sees it as making the

15:42

United States more competitive for other

15:44

companies buying stuff from the US

15:46

rather than us buying stuff from you

15:48

know an artificially cheap let's say

15:49

China because they're uh you know weak

15:52

purposefully weakening their Chinese

15:54

Yuan whatever so uh anyway should RFK

15:59

actually join Trump we expect to see a

16:02

tactical boost in the USD right so it

16:05

could fade over time so they see that as

16:07

an election trade but I will say it's

16:09

very interesting here they seem

16:11

convinced that uh Donald Trump will

16:14

basically win all the swing States if he

16:18

partners with uh with RFK and uh

16:22

honestly it

16:24

um it seems like it's getting a lot of

16:26

attention and and the betting markets

16:28

are already starting to try to price it

16:29

in so could happen here and honestly I

16:33

was wondering I'm like why did Bitcoin

16:35

Spike you know like a couple thousand

16:37

bucks today I think it could be because

16:39

of this you know people are starting to

16:42

analyze and say oh this actually might

16:44

increase the odds of trump uh and then

16:47

you get the Bitcoin trade that comes

16:49

back a little bit so as soon as you got

16:51

KLA Bitcoin actually started selling

16:52

down which I covered on the day Biden

16:55

dropped out I'm like oh my gosh this

16:56

could be bad for Bitcoin in the short

16:57

term because you have to unpriced Trump

16:59

a little

17:00

bit just to be clear about that Biden

17:03

didn't have a chance so it was like a

17:05

slam dunk that Trump was going to win so

17:07

when you put anyone else in the position

17:09

whether it was a cone or comma or

17:11

whatever or Nome you would have seen

17:13

Bitcoin go down my expectation so uh

17:17

anyway uh one other thing to remember is

17:20

that this week is Jackson whole week

17:23

very very important I'll have another

17:24

video prepping you for that but we did

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make a coupon code at meetkevin.com

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Jackson Hole so if you want to see my

17:31

positioning we're making a a new channel

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that'll show you all of my open

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the name the security the the expiration

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date if it's a contract whatever so that

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way you could look in one place and just

17:45

go okay what's Kevin's positioning right

17:47

now you'll be able to see that uh so

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we're going to make that a little easier

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uh along with uh some of the larger

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separating those out away from sort of

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like YOLO option like YOLO swing trades

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or whatever and showing you look here's

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where we have fundamental hedge fund

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couple multi-million dollar bets going

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uh in different sectors that I think are

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going to do really well soft Landing or

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we'll separate those from sort of

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going to bet this on earnings or

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whatever so that way there's a lot of

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ease and transparency uh a lot of folks

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have been uh really excited about that

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so you could join that and see that as

18:38

well just uh go to meet kevin.com before

18:40

the Jackson hle Symposium which it was

18:42

less than 40 hours away now so check it

18:44

out over at meet.com thanks so much for

18:47

watching we'll see you in the next one

18:48

goodbye and good luck these things that

18:50

you told us here I feel like nobody else

18:52

knows about this we'll we'll try a

18:53

little advertising and see how it goes

18:55

congratulations man you have done so

18:56

much people love you people look up to

18:58

you Kevin pafra there financial analyst

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considering investing in house Haack to

19:46

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