I just went on my first interview in over 8 months.
I joined Mario Nawfal (@marionawfal) on his podcast and shared 10 insights about the Iran war, the global economy, and where I believe markets are heading next.
1) The stock market was an early indicator of the Iran war
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150 million Americans could lose 30-50% of their accounts like in the 2000 dot-com bubble, and no one’s warning them.
5 serious threats are crashing the market at the same time.
Here’s what’s happening: 🧵
1. The US government is printing more money
Jim Rogers is holding cash even though inflation’s eating away at it.
I asked him why and this was his answer:
When panic hits, money flows into whatever people see as safe. And for now, that’s still the dollar. So the US dollar goes up.
He wants cash ready for that moment. That way, when assets get sold off and prices drop, he can step in and buy cheap.
As he put it, opportunities favor those with "courage and cash”
Full breakdown on the thread below.
Just put together a complete workbook on how a billionaire invests.
It covers what Jim Rogers looks for before buying a stock, why he’s holding cash during inflation, and what he’s doing with his money.
Like + reply "WORKBOOK" and I'll send it.
(must be following)
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I interviewed a billionaire investor whose fund was up over 4,000% while the S&P did 47% in the same time.
Jim Rogers shared 8 shocking insights every retail investor needs to hear to protect and grow their wealth.
1) Inflation’s here and it's only going to get worse.
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This 82-year-old billionaire just sold almost everything he owns.
If most of your money is sitting in index funds or tech stocks right now, this is worth reading before you decide to do nothing.
He's not a random guy with a hot take. He cofounded the Quantum Fund with George Soros in 1973 and grew it over 4,000% by the time he retired at 37. The S&P did about 47% in the same years.
That's the guy I just sat down with.
Nearly every market in the world is at an all-time high right now, exactly when it feels riskiest to stay out.
He says that's exactly the moment to stop and ask questions. He doesn't celebrate with everyone else.
So he sold almost everything.
What's left: mostly cash, a few shares in China and Uzbekistan, and the gold and silver he's still holding onto.
I got the whole conversation on camera.
Here's what's inside:
→ Why he's still holding gold and silver but won't buy more yet
→ His real answer on whether the US dollar is the safe haven everyone assumes it is
→ What he'd tell you if most of your retirement money is sitting in index funds and tech stocks right now
→ The one thing he watches before he's willing to buy back into a falling market
Not financial advice, just what he told me.
1) Reply "ROGERS" below
2) Send me a request so I can send it
(Priority access if you repost this)
This 82-year-old billionaire just sold almost everything he owns.
If most of your money is sitting in index funds or tech stocks right now, this is worth reading before you decide to do nothing.
He's not a random guy with a hot take. He cofounded the Quantum Fund with George Soros in 1973 and grew it over 4,000% by the time he retired at 37. The S&P did about 47% in the same years.
That's the guy I just sat down with.
Nearly every market in the world is at an all-time high right now, exactly when it feels riskiest to stay out.
He says that's exactly the moment to stop and ask questions. He doesn't celebrate with everyone else.
So he sold almost everything.
What's left: mostly cash, a few shares in China and Uzbekistan, and the gold and silver he's still holding onto.
I got the whole conversation on camera.
Here's what's inside:
→ Why he's still holding gold and silver but won't buy more yet
→ His real answer on whether the US dollar is the safe haven everyone assumes it is
→ What he'd tell you if most of your retirement money is sitting in index funds and tech stocks right now
→ The one thing he watches before he's willing to buy back into a falling market
Not financial advice, just what he told me.
1) Reply "ROGERS" below
2) Send me a request so I can send it
(Priority access if you repost this)
NVIDIA was $10 in 2022. Palantir was $8 in 2023. Both went up 20x times.
While everyone’s buying the same popular tech stock, there are 5 companies NOBODY is talking about that could hit similar returns.
Here's what they are + why I believe this:
1) NANO Nuclear Energy (NNE)
Google doesn’t get talked about much among the top AI stocks, and I think that's a huge mistake.
Google’s trading at a P/E of around 19, the cheapest it’s been in 7 years.
The business is crushing it way more than back then, but the stock hasn’t caught up to that fact at all.
Back then, Google had:
- A Cloud division that was losing money
- A much weaker position in AI
- Lower profits and much less free cash flow
Today, they have:
- A Cloud business making $12 billion a quarter
- Massive AI investments with a $500 billion backlog and a $15 billion deal with Anthropic
- Huge free cash flow
That doesn't make much sense to me. The market is underpricing just how much Google has improved.
If you own gold right now, the last few months have probably made no sense to you.
Debt, wars, money printing, everything that should've raised it's price didn't.
Here's why that's happened + what to make of it:
1) A crisis raises rates and the dollar BEFORE gold
Last week nearly a trillion dollars moved through US stocks on news about the yen, and most investors had no idea why.
It all comes down to the carry trade, which I explained in my recent YT video.
Want it?
Like + comment "TRADE" and I'll DM it to you.
The most undervalued stock right now might be ZIM Integrated Shipping Services.
They had a deal to be acquired by one of the biggest names in the shipping industry.
Everything got put on hold at the moment, and the market’s pricing ZIM like the deal is dead.
But if the deal comes back, you'll be getting around 35% upside.
And even if the deal falls apart, you still own a company trading well below its cash value.
The market has put a negative $200 million value on ZIM's operating business. You're basically paying to own the ships, the routes, the customers, and the contracts.
At the same time, global trade is growing year by year, and ZIM has one of the most efficient fleets in the space to benefit from it.
The way I see it, you either end up with a buyout at a nice premium, or you hold a deeply undervalued business.
I broke down another overlooked stock in the thread below:
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Don't miss out on the latest episode
Just created a complete workbook on how to profit from buying the dip.
It covers when to buy a falling stock, when to stay away, plus entry/exit strategies and position sizing formulas.
For 24hrs, it's yours for FREE.
Like + reply "WORKBOOK" and I'll send it over.