cover of episode THE STOCKS THAT WILL DO WELL UNDER THE TRUMP ADMINISTRATION

THE STOCKS THAT WILL DO WELL UNDER THE TRUMP ADMINISTRATION

2024/11/9
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Ian Dunlap
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Rashad Bilal 和 Ian Dunlap:由于新总统对加密货币的积极态度,比特币和山寨币(如Solana和Ethereum)预计会上涨。虽然从长远来看比特币的价格不受总统影响,但短期内,总统的支持会提升市场信心,导致价格飙升。由于政府的放松管制政策,金融类股票有望上涨。由于政府增加国防开支,国防和航空航天类股票(如洛克希德·马丁)有望增长。由于政府放松管制,能源类股票(石油、天然气、煤炭)有望增长。应该关注那些公开祝贺新总统上任的CEO的公司股票,例如微软和特斯拉。由于通货膨胀,房价将继续上涨,建议尽早买房。那些没有公开祝贺总统上任的公司股票风险较高。 Rashad Bilal 和 Ian Dunlap:我们分析了多个领域的投资机会,包括加密货币市场(比特币和山寨币)、科技股(特斯拉、微软、Meta)、金融股、国防和航空航天、能源以及房地产市场。我们认为,在特朗普政府的政策下,这些领域都存在潜在的增长机会。具体来说,亲加密货币的政策将推动比特币和山寨币的增长;放松管制将有利于金融机构;增加国防开支将推动国防和航空航天行业的增长;能源领域的放松管制将刺激石油、天然气和煤炭行业的增长;而通货膨胀则将推高房价。此外,我们还建议关注那些公开支持新政府的科技公司,例如公开祝贺新总统上任的CEO的公司。

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Let's thought what how they can actually make some money, right because we went over this a few different times um but is always good to kind of say again. So I know you .

put see you that is import.

You guys say three minutes, so you say the when you talked about bitcoin um as a yes, on monday, we said all coins and the reason but I want to actually just explain why somebody is so the reason why we say big coin and all coins is because he's taken a stance recently over the last couple of months to be very procyon to at least that's what he says. Well, play. So he would be the first procreate al president that we've ever had, right?

This is what, this is what a big coin community is really behind him. Yeah, rally behind IT in what a Price skyrocket. Now, full honesty.

Bitcoin over the course of time is going go out in the matter hoose in president, because you can that you can stop the coin. But in the short term, IT is good for the Spike is confidence is a thing. What I feel the administration is not going to try to crack down is not going to a lot of lawsuits.

So and as big coin goals, just what other coins go as well. And we talked about, uh, Selina, we talked about italian and we talked about other all coins that were followed a path of bitcoin, right? Tesla, I think that's pretty obvious.

yeah. Tesla, obvious. Big, obvious. And the stock went up thirty five dollars today so that I don't even think I need to fully explain why tesla would be. I mean, ella must literally pride one election form, right?

Finances return the pool and the .

finances and banks, the reason why bank stocks and financial stocks, the way we said that it's because of deregulation, right? So it's like as deregulation and that's one of the thing that that he's gone to push is deregulation, right? So deregulation favors financial institutions, so that usually means that that's going to bid well for financial companies stocks, right?

So could I want to just can't tell them this so you have an understanding as a post, you know we tell this but is like this is why this is actually being defense and arrow space another benefit for llamas arrow space on trump ses his focuses on strengthening the military once a strengthened the military even more national defence spending and could grow the defense and arrow space stock. So this is just a few ways, energy also all oil, natural gas, coal, those things yet also all things that he's champion. And we expect pullbacks as far as regulation, we expect more is so a lot of those companies are probably benefit from the trump administration. And keep mind, not just a trouble ministration, they have the whole they got congress. So you anything you want to add to that?

Yeah um stock your car early. I won't to watch my business away, but I will say you should go look look at twitter who what seals with the first one to congratulate him. Those are the ones that are tied in.

And I have business that has been cleared through that. Administration already had a couple calls with people who are in this camp. Microsoft is gonna incredibly well, worried about apple. Lucky is going to do well and everyone na become public with doing incredibly well. Test la to the moon, starting to the lucky, Martin to the moon.

Um for those who say politics don't effect the stock market, I don't know what rock you craw from under, but when you go back there in smoky math, I just have an impact on what the fuck happens in the market. I'm not here for the corn today. To the core is what got to ask kit, i'm we are going to have real conversation.

Please don't call my phone. I'm not mad. I'm still black.

I love you off a major money. Principal, yes, and check, we're going have honest conversation. Big point is gona do well.

So long is gone to do well. Vital needs to go kiss that ring. Black rock is going to do well and guards is going to, well, execute from here, could act on questions. What information we can get from the White house or sources of whoever will be happy to share. But IT is up to you to decide if you're going to invest and if you don't own. And outside is to the housing market, it's gone to go through a lot of inflation and houses is gone to get even more pricy so you can keep waiting to build or buy home. It's gono na cost you daily over the next four years, if you do.

And and on some other CEO that were early to congratulate him publicly on twitter because one day like this, it's going big game with room for real because they could the even send the guy attacks, right? They got a publicly acknowledge this. Yes, mark.

early glass shut matter.

shut that bird, tim jeff b. SOS SATA for microsoft, salty of a microsoft publicly. And they also the same thing.

oh yeah together say look at.

look at all the O C E S to uh tweet. They all have the pretty much the same as aging with congratulations on your the size of Victory. The site, like three of them, use the word decision. We we look forward to working with you in in moving amErica forward.

Well, you know, like when your girl brick, which you know you try and get back where you come in, real nice that I was A C, E. O.

And you, this money is such a decisive win for the country, and we look forward to work with you in unity, making amErica stronger again through take gotto go kissed ring to get some deals done notice who didn't send attacks jack from square ross, you shouldn't have look jammy diamond intertech I see brian armstrong so too much. Go look at the ones who didn't creb graduate. Those are the ones who don't have deals on a table.

And a said is to, for a dominating administration, you can invest outside of that circle. Other players have been set when they cancel dis scale. Microsoft C E, O, from what country put in jet? They made him cancel.

D I. They went a about market drop yesterday. And crop, i'll took off. Mean, IT was over game that much people already know.