• President, NFLX, TSLA, Markets, oh my!

  • Nov 8 2024
  • Length: 33 mins
  • Podcast

President, NFLX, TSLA, Markets, oh my!

  • Summary

  • Biden is laughing his ass off right now!!

    • Here’s a funny thread of conspiracy: Peppy walk & talk. Jill wearing all RED!!

    Markets are booming ridiculously:

    • S&P 500 hits record high today at 6000.
    • FATMANN:
    • Bitcoin at $76,000.
    • This does feel “frothy”

    Fed Cut rates again.

    • Federal-funds rate to a range between 4.5% and 4.75%. All 12 Fed voters backed the cut.
    • Bad for money markets good for economic growth.
    Netflix
    • $798. Call it $800. All time high on
    • Mkt cap about $340 billion.
    • Tyson vs Jake Paul. 3-part documentary. Fight on Nov 15. Next Friday at 5:00pm.
    Palantir and Nvidia
    • Palantir: Up 40% in the week.
    • Nvidia: All time high at $148. $3.6 trillion. Largest company in world.
    Tesla:
    • Stock at $326. $1 trillion market cap. Up 30% this week.
      • $410 is high. So still 30% upside.
    • Musk bet the farm. Could have been deported. Govt is/was after him.
    • Lawsuits done.
      • DOJ suing SpaceX for not hiring asylum seekers!
    • ‘Gene Munster on Tesla and Robotaxi
      • Autonomy IS HAPPENING! Now less govt regulation.
    • Robots: Xping in China showing of Robots. Why is this good?! Robot videos.
      • Robots ARE HAPPENING!
    Politics
    • Biden seems skippy!
    • Key difference now is long form podcasts! I (and others) really got to know Donald, JD, Tulsi, RFK. I didn’t hear an interview with ANYONE on Kamala’s team.
    • Andrew Yang said HUGE mistake not going on Joe Rogan.
    • BTW, don’t forget Rogan endorsed Bernie! He got screwed. So did Tulsi and RFK, because they refused to be puppets.

    Dems: Time to return to “normal”

    • Maybe have a primary next time!
    • Immigration: Bill Clinton in 1995 on immigration.
    • Forever foreign wars and industrial military complex.
    • Over regulation 450 govt agencies! and over-spending!
    • Inflation is messy, but was clearly on people’s minds
    • Defunding Police!? People want clean safe neighborhoods.

    Final Point: Good reset opportunity. We’ll be fine.

    Wait One more thing:

    • Epstein list!!! These guys are fucked! More than 150 names may be made public as part of a settled civil lawsuit against British socialite Ghislaine Maxwell — who was found guilty of conspiring with Epstein to sexually abuse underage girls for at least a decade — Maxwell "the mastermind" behind Epstein's sex trafficking ring.
    • Diddy videos! Probably funny.

    University of Oregon: Leonard Serrato. Here what he has to say!

    Recommendations?
    • Get outside!
    • Save and invest your money.
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