The Trump Meltdown & Coming Moonshot.

the reactions to Donald Trump winning

are all over the place the farri wants

us to feel powerless extremists are

counting on apathy cynicism heartbreak

they frankly start with Jimmy Kimmel

literally in tears and they go to AOC

talking fascism to Elizabeth Warren

freaking out to the Wall Street Journal

editorial board suggesting that

Democrats only have themselves to blame

others On The Wall Street Journal

suggest that Taylor Swift can give you

some answers as to why Democrats lost to

well quite frankly some suggesting that

Donald Trump whether he likes it or not

is about to inherit a recession and then

you get Kathy Woods saying this is the

best moment for Innovation and the

future America could potentially ask for

we know that Kathy Wood was a fan of

voting for Donald Trump on an economic

basis as she announced at the event that

I held this summer and she spoke at we

were on stage together when she made

that announcement but less on that let's

just start going through this one by one

and then we'll end with what RFK has to

say some of his plans and what do Kathy

would have to say about Bitcoin and the

future of crypto boy there is a lot to

unpack in this one and I think the best

way to unpack it is by starting with

Jimmy Kimmel's reaction let's be honest

it was a terrible night last last night

it was a terrible night for women for

children for the hundreds of thousands

of of hardworking immigrants who make

this country go um for health care for

our

climate for

science for

journalism for justice for free speech

it was a terrible night for poor people

for the middle class for seniors who

rely on social security for our allies

in

Ukraine for NATO for the

and democracy and decency and it was a

terrible night for everyone who voted

against him and guess what it was a bad

night for everyone who voted for him too

you just don't realize it yet let's be

wow wow that's a that's a big one there

from Jimmy Kimel first I I want to start

there by mentioning that uh AOC

apparently and her organization or

whomever ran

80,000 different electoral

simulations 880,000

different and they basically thought

they had this in the bag in fact you

could see that right here we ran 80,000

election simulations and women are

pissed off and well organized in every

one of them Elon Musk replied to this

the reality is that an enormous number

of sensible smart women voted for Donald

Trump he would not have won without them

and quite frankly in the polling in my

over 13-hour live stream when we were

looking at the exit polling and the data

coming out of this election yeah this

sweep by women this Quiet Woman vote it

just didn't show up in favor of Harris

over Donald Trump in the droves that

people thought when young dudes

outnumber desensitized women apparently

you don't have that big of a movement

motivating women now on top of this you

also just heard Jimmy Kimmel talk about

zalinski and uh how this is bad for

Ukraine yet what's interesting is

zalinski literally uh just got off the

phone with Donald Trump and zalinsky

described his first call with Donald

Trump on Wednesday as excellent as

proposals made by members of the US

president-elect's Inner Circle to end

the war to end Russia's war in Ukraine

emerged following a stunning Republican

Victory on Tuesday

zilinsky vote on excuse me wrote on X

that he congratulated Trump on his

historic Landslide victory in a phone

call on Wednesday evening during which

the two agreed to maintain close

dialogue seninsky had earlier praised

Trump uh in his peace through strength

approach that would undoubtedly benefit

the US and the rest of the world people

want confidence they want freedom they

want a normal life for us that means a

life free from Russian aggression with a

strong America a strong Ukraine and

strong allies uh zinsky said in a

nightly address now what's interesting

is you also had Donald Trump uh received

some commentary from Vladimir Putin

today now I saw this come through the

tape but uh rather than read it from

there I'll show it to you from an

article which uh summarizes it well

Putin congratulates Trump and says he's

ready to engage in dialogue like so far

this looks like a good thing Donald

Trump com uh was commended by Putin for

exhibiting bravery and strength as well

after the assassination attempt against

Donald Trump these were Putin's first

comments to take the opportunity to

congratulate Trump on his election as

president of the United States he

claimed that Russia didn't ruin

relations with the US and is open to

Reviving them but the ball is in

America's Court this is sort of a way of

implying that it's Biden's fault that uh

discussions have ended Putin said he did

not know what might come of Trump's

promise to negotiate a quick end

suggesting uh however suggesting that

the president's proposals were worth

evaluating says the article at least uh

then we know this has gone has sort of

gone back and forth about how Donald

Trump says he's going to end the war

within 24 hours but the Russian leader

Putin said his

bravery I think that's what they mean to

write here at the moment of an attempt

on his life left an impression on me he

turned out to be a brave man Putin said

I mean honestly so far at least the

initial commentary that you're getting

from Putin and zalinski doesn't make me

agree with Jimmy Kimble that this is

necessarily bad I also don't think it's

necessarily useful when you have people

like AOC doing the sad act and this is

her

commentary we are about to enter a

political period that will have

consequences for the rest of our

lives we cannot give up We Now find

ourselves in a time in history that has

precedent and we find

ourselves I believe in a

time where there

are let's say peers in history of mass

movements of people that mobilized to

protect one another in times of

fascism uh and author

arianism basically let me tldr you here

she's just reiterating that people who

voted for Donald Trump or Nazis and

Hitler see this is the kind of stuff

that helped unfortunately for them

Democrats lose it's not just the law

fair that we've saw from uh now the

Department of Justice which apparently

is working with Jack Smith to

potentially drop a lot of the doj cases

against Donald Donald Trump to sort of

clean this up before Donald Trump

becomes president uh and on top of that

you do also have the New York documents

falsification case of which Donald Trump

was found guilty uh the judge in that

case does have a sentencing scheduled

for later this month for Donald Trump

but look Donald Trump is not going to

get thrown into Jail uh if there's some

kind of punishment it would likely be

symbolic uh like potentially a fine or

time served or maybe they'll just

dismiss the case entirely or leave it to

an appeal or whatever uh but at this

point the law fair is essentially over

and the editorial board writes there are

a few reasons for this this is the Wall

Street Journal editorial board and the

editorial board says that democrats

should evaluate the quote from

Seinfeld it's not you it's me and they

specifically break down how Democrats

failed in this election first they talk

about the failure of biomics the

ignoring essentially of the benefits of

Private Business ultimately driving

higher growth in the economy and uh

ultimately higher incomes for

individuals while at the same time

creating wealth through private markets

instead they focused on quite frankly

the inflation reduction act and a

focusing on providing essentially wage

gains where they wanted them green new

energy deals such as solar batteries

electric vehicles which I'm not

necessarily opposed to supporting those

Industries but by taking away sort of

the freehand of the economy the laa

approach of the economy uh the Wall

Street journal's editorial board says

this robbed millions of workers of real

wage gains which ultimately haunted

Democrats on Tuesday as two-thirds of

Voters said they were unhappy with the

state of the economy on top of that

Democrats also took their 2020 as an

invitation to turn identity politics

into woke policy Democrats stood with

transgender activists instead of parents

who don't want boys to play girls sports

or Elementary School teachers to pass

out pronoun pins worth noting that in

California California just Unwound some

of the policies of essentially not

Prosecuting certain crimes as felonies

by reinstating that certain drug crimes

are indeed felonies and certain thefts

are indeed felony felonies because wow

maybe crime should finally be crime

again Democrats also began using the

term latinx which sounds too many uh

which sounds to too many Spanish

speakers like illiterate cultural

imperialism from Elites could that be

why Mr Trump won 46% of the Hispanic

vote and 55% of Latino men according to

exit polls on top of that you have Dem

Democrats pushing coercive ma mandates

such as the EPA rules for uh uh EV

mandates laying off Auto Workers in

Michigan there are actually a lot of

people I saw in comments that were

saying hey you know these EV mandates

are very unprofitable for companies that

people work for in America like Ford or

GM or otherwise and even though the UAW

might be Pro comma haris which they were

they were very anti-trump from the head

you know Shan Fain a lot of members were

saying no you know what I'm I'm Pro

Trump and they ended up voting for Trump

uh and then of course they they also

reiterate the law fair against Trump uh

and they also argue that Democrats

decided to use taxes from plumbers and

welders to forgive college loans for

lawyers and grad students in grievance

studies now this is very interesting

because it kind of goes to show that

wait a minute uh you know the Democratic

party was always supposed to be one of

the people essentially it used to

that people thought of Republicans as

the wealthier individuals and Democrats

as the ones looking to support uh the

lower to middle class but in this case

that turned

into the exact opposite Republicans were

supported by all various different

classes uh that is lower class middle

class upper class because they felt

their concerns were being heard about

the economy about woke politics or quite

frankly uh about the future of war in

our geopolitical Outlook this Outlook

that this war in Ukraine that's been

going on for two and a half years now

against Russia has no hope of ending and

even though Donald Trump says hey I'm

going to get this done within 24 hours

and there's no guarantee that he

actually will at least people have hope

that there's going to be a change of

strategy that something will get done

because quite frankly this is one of the

strong things that Donald Trump has

which I mentioned even before the

election uh while he was running that

was that during Donald Trump's term you

had no new Wars you did under Bush you

did under bo uh under Obama and you did

under Biden but you did not under Trump

this is a good argument and so as a lot

of sort of this information comes

together about how and why uh did

Democrats lose this these are some of

the explanations that are coming out now

this doesn't mean everything is all good

for example Jeffrey Tucker uh who wrote

an opinion piece over in the epoch times

he's a Libertarian by the way uh used to

work at one point for the mees Institute

he also uh is a Ron Paul

supporter he mentions that uh we might

end up already being in a recession and

uh quite frankly uh it's very common in

history for recessions being called

after the fact consider in September of

200 7 the last time we cut by 50 basis

points uh you know outside of

covid we thought GDP was growing at a

pace of 4 to 5% and it was revised

substantially down to barely over 1% by

the following year so a lot of the data

we get right now could be revised down

and this could unfortunately for Trump

they said could end up being a headwind

to his administration consider this in

October of 2029 the stock market crashed

many people on Wall Street suffered but

Main Street was largely

unaffected throughout 1931 public

sentiment toggled between pessimism and

denial and many people thought it was a

temporary blip that would go away by

1932 enough people were concerned about

the problem and the big issue of

prohibition at the time uh and then you

ended up with an after the fact declared

Great Depression today it's obvious that

1929 marked the beginning but it wasn't

visible at the time in fact this has

already happened in America as well

today consider that in

2022 we were told that our economy was

not in a recession even though

technically GDP declined by two quter in

a row which is the technical definition

of a

recession this author argues that the

trouble was that too was an illusion

most of the job gains then when we

thought the the J jobs Market was strong

were really just multiple job holders

and gains that were going to foreign

born workers and not natives overall

jobs held by native born workers that

are full-time are down relative to four

years ago no one in the mainstream media

has admitted this the jobs report out

last week was the first glimpse of truth

because it was brazenly awful

underperforming every prediction it also

chronicled major job losses in

manufacturing and Professional Services

and those are hardcore recession signs

that are likely going to worsen

especially when all of this data gets

revised next year and it becomes visibly

obvious that the economy is weak weaker

than we previously

anticipated and so here's an example

where you have folks saying hey uh

hopefully this isn't true but the

reality is Donald Trump could end up

suffering the Trump recession of 2025 or

2026 because of the data of the past few

years which people have essentially

voted on with sentiment this what the

article says as well people took their

sentiment and said you know you're

telling me we're not in a recession but

I don't believe you I feel like we're in

a recession I feel like things are bad I

feel like things are tough people voted

on that feeling but that feeling isn't

showing up in the data yet because

sometimes the data can take years to

show up but that could be another

supporting reason as to why Donald Trump

won is that people feel they are in a

recession and even if Donald Trump is

eventually saddled with the actual

recession they see Donald Trump as

somebody who could turn it around take a

look by the way at that payrolls data

from October these were those declines

here manufacturing and business services

in the October month-over-month

changes not great these are your

productive jobs and you even lost jobs

in Leisure and Hospitality where you

gained jobs where in healthcare and

social assistance and government work

something that's generally deemed to be

a lower productive set of workers not to

mention on top of this when you look at

the chart of those who are unemployed

for 27 weeks or more these workers begin

to fall off the chart when it comes to

unemployment continuing claims and so

like this morning when we get continuing

claims numbers they don't really show up

because once you're unemployed for more

than half of a year you sort of get

forgotten you sort of disappear when you

look at the chart you find that this

number has been steadily rising and it

only Rises at the beginning of

recessions or right at the end of a

recession you could see right here end

of a recession it rises end it rises end

it rises here beginning of recession it

rises

uh you got some bumps over here in 63

and 64 but nowhere near the magnitude

that we've seen here uh rise after the

recession of 70 after 75 after 80 a

little bit of uh uh sort of halfway

through in

82 then you get a rise in 91 you get a

rise in 2001 as you're in the recession

you get a rise in 2007 and 2008 you can

see that rise really starting to pick up

in the summer there of 2008 and we've

seen this pickup really start since

about the summer of

2024 June of 2024 we really started

seeing these numbers pick up and and it

sends this signal of uhoh could we

potentially be trending towards the

recession or maybe because we're Rising

maybe we're already in it maybe like the

author suggests this recession right

here actually began somewhere over here

at the end of 2023 or maybe even the

beginning of 2024 and maybe we're just

at the tail end of the recession but the

real pain of the stock market is

potentially still to be determined or it

was the pain of 2022 that's behind us

although I will say once I think we're

in a declared recession you'll probably

see some frustration in markets given

that most markets had anticipated we

would absolutely strike a soft landing

and when you go to 2000 for example you

could find that this number Rose through

about August of 2001 but the stock

market still had another year and a half

actually more yeah no about a year and a

half of pain to go the stock market

bottomed in about March of

2003 and you could see that beginning

rise over here when the recession was

technically over uh didn't coincide with

a bottom in the stock market similarly

in 2009 the bottom of the stock market

was right here in roughly that last

fifth of that recession bar and the

beginning of that bar was more the

beginning of 2008 so it's possible that

stock market pain is still ahead but

that remains to be seen for Now Stocks

are at all-time highs which is also

pretty dang similar to 2007 when stocks

quite frankly ran uh after the FED cut

by 50 basis points in September of 2007

and you had rallies to new all-time

highs because of the belief that the FED

had stuck a soft Landing of course if

you look at construction spending

throughout the entire United states

which is really a way of contractors to

make a bet with their money on the

future of the economy and as to whether

or not they should develop or continue

building real estate you actually find

that the

1990 2024 and 207 Cycles are all

aligning with a decline in housing units

under construction following uh the the

first interest rate cut 12 months before

and after the first uh um cuts here uh

and so we should be getting some data

soon over here uh but this is very

different from that 1995 soft Landing

that we've seen uh as well as the 2001

era which was more of a financial bubble

so something uh you know like stock

valuation based so something to keep an

eye on as well over here uh but these

are all things that uh point to problems

Donald Trump is potentially going to

have to deal with some people say Donald

Trump made being Republican cool again

other people say that this was the

Department of Health in 2020 and this is

the Department of Health now which is

potentially the perfect uh place to

interject what Robert F Kennedy says

about fixing the government I think I

know how to regain that trust you regain

trust by being trustworthy that means

first we clean out the rod in Washington

DC and get the corporate influence out

of our government agencies so that they

serve the public again rather than being

predatory against the public second we

end the regime of propaganda and

censorship that has corrupted our media

that's what I plan to do with President

Trump's backing when I'm in Washington

it's a huge task but I know how to get

it done because I've been suing corrupt

agencies and corporations for 40 years I

know how they work and I know how to

clean them up of course while this is

happening you have Mark Cuban who did go

out of his way to actually congratulate

Donald Trump and Elon Musk for their

Victory but soon after that and soon

after Kevin o said the market voted here

the market decided and corrected itself

of a wrong you ended up having Mark

cubin apparently unfollowing Kevin o so

it looks like you've got a little bit of

drama going on in the circles of shark

tank that said let's now listen to Kathy

Wood and her thoughts on bitcoin and

regulation how do you think the Trump

regime will approach Financial

regulation given that he's vowed to

replace SEC chair Gary gendler what does

that look

like well I I think I think first as as

it relates to crypto or digital asset

regulation um they're they're going to

replace Gary gansler with someone who is

uh much more open-minded I would say and

and will let the legislative process uh

work uh go to work and uh you know the

is supposed to regulate enforce laws

they're not supposed to uh create laws

by enforcement which is what uh Gary

gendler was doing so I think uh that's

going to be um important I also think if

you look at the public Equity markets I

think the number of public uh companies

out there right now has been cut in half

in in the last 15 20 years um the

regulatory nightmare of being a public

company has kept people has kept um

leaders of companies basically saying if

I don't have to go public I am not going

public and so I think we're going to see

uh a lot more work in that regard to

give you know the average investor uh a

a shot at some of these

moonshots uh so I think that's going to

become very important as far as the FTC

you know the the anti trust has has gone

way too far you know they they were

denying um mergers and Acquisitions that

really the the the the companies were

tangential to one another they weren't

even really in the same Market uh so uh

we're seeing and and yet at the time at

the same time we've seen these uh

megatech companies grow into you know

massive organizations and dominating

their market so they were denying

mergers and Acquisitions for you know

think about JetBlue and spirit a

airlines that was ridiculous that was in

the same industry but one is going

bankrupt now because because they

wouldn't allow that m&a here's the thing

I actually think Kathy Wood is 100%

correct the SEC when it is bound by not

having clear

legislation ends up making their own

interpretation

through lawsuits and this makes for a

very challenging opportunity to actually

grow businesses because you're worried

that if you even mention crypto that

you're going to get sued or audited or

whatever by the SEC so you just stay

away from it by actually having

legislation that could pass maybe under

a red sweep in the United States uh

president uh and uh Congressional

leadership passing some form of crypto

reform or regulation

maybe then you could actually have a

true opening for investing or utilizing

blockchain technology in Business

Without Fear of Oppression from the SEC

especially with the potential of a Gary

gendler being replaced so these are some

of the reactions that I'm seeing out

there and I want to hear from you what

are you seeing out there anyway if you

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catalysts trade ideas support and

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it thanks so much for watching and folks

we'll see you in the next one goodbye do

not advertise these things that you told

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congratulations man you have done so

much people love you people look up to

you Kevin pafra there financial analyst

and YouTuber meet Kevin always great to

get your take