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THIS Investment Might 2-3x **SOON** -- NEW INVESTMENT

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you don't believe what UBS had to say

0:04

about gold today and it is a red flag

0:07

for the economy it's pretty loud out

0:10

here so let's run in really quick okay

0:13

so UBS came out with a piece and

0:17

suggested that

0:19

gold might indeed be a leading indicator

0:23

not just of those geopolitical tensions

0:24

that we're seeing but also of

0:26

recessionary

0:28

fears and they gave prices for where

0:31

gold can go in recessionary times they

0:34

use three examples

0:37

1972 1978 and 2008 in each of those

0:42

instances gold doubled or tripled in

0:47

value now this makes sense it

0:48

corresponds with a recession it also

0:51

corresponds with real rates going

0:53

negative which also makes sense just so

0:56

you know that's a really fancy way of

0:58

basically saying the FED is cutting

0:59

interest rates below the level of

1:03

inflation they do that because they want

1:05

to stimulate the economy and minimize

1:07

the fact that oh no we actually have a

1:11

potential recession on our hands and

1:12

that'll lead to joblessness and then the

1:14

other side of the fed's Dual mandate

1:16

becomes a lot more important which is

1:19

the labor

1:20

side at the same time though gold and

1:24

gold related stocks moved substantially

1:27

uh again look them up yourself one of

1:30

the easiest ways to get exposure might

1:32

be a gold-based ETF which might be like

1:35

an I I don't have any exposure to I

1:38

another one uh that a lot of folks are

1:40

paying attention to which I do have

1:43

exposure to is uh baric gold that's just

1:46

a gold mining company they've got

1:48

somewhere around 7 to800 million of free

1:52

cash flow they've got a substantial set

1:54

of assets relative to the debts they

1:56

have they're about 50% debt relative to

1:59

their actual like plant property and

2:01

Equipment which makes a lot of sense

2:02

that you would Finance some of your

2:04

equipment uh or your land and while

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there's still work to do in terms of a

2:07

full fundamental analysis on that

2:09

company it is interesting as a potential

2:12

macro hedge and that's what a lot of

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folks are paying attention to is gold

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potentially a macro Hedge for recession

2:20

now here's the problem with pitch and

2:24

gold and I don't want to come across

2:26

pitching gold but this is UBS suggesting

2:30

that if we go into a recession gold

2:34

could do really well and guess what

2:36

could do really poorly equities now that

2:39

makes sense it would make sense that

2:41

equities wouldn't do that well in a

2:43

recession and gold would do really well

2:46

and the question right now is do we

2:47

really see signs of a recession and so

2:49

on that front no we don't lagging

2:53

indicators are doing very well like jobs

2:57

uh but again lagging indicators one of

2:59

the signs we got from the banks today

3:01

was actually from a company like you may

3:03

have heard of them JP Morgan and Chase

3:05

and what did they tell us loan growth is

3:07

finally slowing and so net interest

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margins or net interest income is

3:14

starting to grow at a slower Pace or

3:16

decline and a lot of folks thought that

3:19

the growth that we were seeing at Banks

3:21

would not end that's a little bit of a

3:24

problem because when you get markets

3:25

that assume growth isn't going to stop

3:28

you get frothy valuation

3:30

this is potentially what you've seen in

3:32

the AI trade as well speaking of trade

3:35

by the way I had a bad day yesterday uh

3:38

yesterday on a day trade I was down like

3:42

at one point like

3:45

$35,000 we ended that day trade down uh

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net net with the gains and losses down

3:51

about

3:52

10,200 so that sucked uh and I I did a

3:56

whole explanation video in the course

3:58

member live this morning in terms of

3:59

mistake I made and how I could prevent

4:01

that in the future the good news is I

4:04

implemented part of the strategy and

4:08

today we were able to day trade call

4:11

options on Tesla when it hit its floor

4:14

twice and pulled out a 20K gain we also

4:18

pulled some other trade uh this morning

4:20

which uh which also worked out pretty

4:22

well depending on uh the timing of how

4:24

you played it so point of this is if you

4:28

want all those stocks and psychology of

4:29

money Mone trade alerts make sure you're

4:31

part of them not always a win but even

4:33

in the losses there are big lessons and

4:35

they help us set up for wins the next

4:37

day so check those out you get all the

4:39

trade alerts in the stocks and

4:40

psychology and money group linked down

4:41

below now as far as recession do I am I

4:45

all of a sudden a recession bear no I'm

4:47

I'm re I'm just reading to you what UBS

4:50

is warning UBS put out a big piece

4:52

yesterday and other companies like macro

4:54

ear and other researchers are going oh

4:57

wa they're paying attention to this

5:00

what's interesting is about a month ago

5:03

we did a piece on the channel where we

5:04

talked about Goldman Sachs saying hey

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now might be a time to go long

5:08

volatility as a hedge to your portfolio

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so you buy call options on like the vix

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for example or a derivative of the

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vix that ended up working out really

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well over the last week or so because I

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mean the vix today was up like 25% so

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sometimes what these researchers are

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saying in terms of hey like I want to

5:30

pay attention to

5:31

this they're not without Merit consider

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for a moment that yes with the time

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potentially to set up a hedge for a

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recession is when nobody's expecting a

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recession we've gone from last year

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everybody thinking there was a 50%

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chance of recession to like now most

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people going ah we're probably back to

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normal levels like 20% chance of

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recession the problem though is the

5:55

longer we keep rates higher for

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longer the longer

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we basically start putting pressure

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against the recessionary wall and then

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things start to break things start to

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break when we start seeing debt bubbles

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starting to explode not seeing that so

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much yet you're seeing pain in a

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subprime Autos we saw that in the FED

6:17

minutes we saw that in the um JPM

6:20

earnings call uh and we're seeing a lot

6:23

of commercial property distress but not

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so much in multifam that's being

6:28

considered relatively stable we're

6:30

seeing rents stabilize but we are seeing

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people who have a lot of debt buy now

6:35

pay later date debt Consumer Debt uh you

6:38

know variable interest R uh rate loan

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debt and so we're seeing foreclosures

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start to rise certainly in the multif

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family side and also on FHA so some of

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the early signs of cracking are starting

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to show up and that might be why gold

6:52

hit $2,400 an ounce today now we did get

6:55

rejected at $2,400 an ounce we're back

6:58

down to 2350

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but based on that UBS survey a lot of

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folks think or maybe not survey their

7:04

research a lot of folks think hm does it

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actually make sense to start exposing

7:09

yourself to maybe you know 1 to 5% gold

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as a hedge I don't know it really

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requires a recession for that to play

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out if you don't get a recession you

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might be buying at levels where Gold's

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already gone up a chunk you know we're

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up somewhere around what $3 $400 just

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over the last few months on on a you

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know per ounce basis of gold which is

7:31

somewhere around 15 20ish per. so it's

7:34

possible that if we just keep getting

7:37

great economic news maybe that's a bad

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move and I'm not advocating for anything

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one way or another but what I am saying

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is UBS is under the impression there's a

7:46

big opportunity there and again when

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what they say is watch for real rates

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going negative because it pumps gold

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watch for recessions because it pumps

7:56

gold in 72 78 look at the chart in 2008

8:00

2 to 3x I think it was 3X 3X and 2x if I

8:04

remember correctly so again not here to

8:07

Shi it got a tiny bit of exposure to

8:10

baric Gold it's super super nominal and

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I don't even know if that's the best

8:14

play yet so it's not certainly not

8:16

research here this is not Financial

8:18

advice it's not personal advice by any

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means uh these are just opinions based

8:22

on what I read from UBS we read that in

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our course member live stream uh and and

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and we talked about it in our public

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live a little bit this morning and I

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wanted to go a little bit more into

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detail on it uh and how it's somewhat

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relating to what we're seeing with banks

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concerns about debt uh and uh as sort of

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a hedge tool which we saw pitched with

8:42

the vix as well and Goldman was right on

8:45

that so what I want to know now is Will

8:47

UBS be right as well let me know in the

8:50

comments down below and check out the

8:51

stocks and psychology of Money Trade

8:53

alerts again we're up 20K today and that

8:55

is financing my trip today cuz we're

8:57

looking at real estate out here and I

8:59

pay for the flights and I think I just

9:01

paid for a lot of fuel let's go

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