Speaker 1: 0:20

Yes, I think that works. I think at this time, with the audio and on the right stream, we just about managed to figure it out. Smash the like button for our appalling efforts. It took us six minutes to go live, but let me jump straight into it to make up for lost time. And we, of course, are at election day. You yanks, get to vote and I want to tell you it doesn't matter. No, of course it does matter. And in fact we have JP Morgan's takedown of what's going to happen to what stock and what sector, depending on which way you're going to vote today. And you can't hear me. I think you can hear me now, right? I think at least my indicators are indicating a set In the library or the bank. Yes, I broke into the bank this morning. I'm back in my old study, which is perhaps missing a light at this time of the day, but it's quite cozy in here, so let's jump straight into it.

Speaker 1: 1:28

The S&P tends to do very well during every presidency, except for George W Bush, and that probably had more to do with 9-11 and so on and the sort of postcom thing. It was just an unfortunate period of time to be president Nixon also didn't have a great time. But other than that, the market has actually done tremendously well and I think you could argue it doesn't bleeding matter who's in the White House from a stock market point of view. Right, abdullah, you're very kind. Thank you very much. So this, of course, is also something we want to talk about. Palantir here, absolutely flying $47.25 pre -market as I took this screenshot here, heading towards $50. We'll be getting to that in a moment.

Speaker 1: 2:16

Let's talk election investing first. If you want to benefit from this and any of the trends I'm about to explain to you and you want to pick those great big winners as they happen, well, watch my free masterclass straight after this, because I'll teach you how to spot those big winners and therefore potentially beat the market. And this is where we are right now. These are an aggregate of all the polls out there and, yes, it is the New York Times who aggregated them. So maybe they're leaning slightly towards the Harris crowd. But if you look at that, trump leading in Pennsylvania, or actually even leading slightly in North Carolina, michigan, harris leading Nevada, trump's leading slightly, trump's leading in Georgia, harris in Wisconsin, arizona seems to be more clearly for Trump. So actually it looks very, very close Now. Polls are polls and who knows what they say, but from last week, it would appear that Democrats made some inroads there after an appalling month for Democrats the previous month. So do we know which way it's going to go? Atlas were the guys who were insanely accurate in 2020. I mean, most polls are bollocks, but these guys got it pretty right and they are predicting a pretty clear Trump win. He's basically saying he's going to win every swing state, which would mean definitely winning, which is well.

Speaker 1: 3:57

You may love, you may hate, I don't particularly care but from a stock market point of view, I'm going to explain to you what is going to happen here. So JP Morgan has put this out and before we look at that, we need to have fortify ourselves with our sponsor today. Gag Juice that is a joke, by the way. You will never find a sponsor on this channel. If we ever stoop that low, tell me to stop. Don't worry, it's not going to happen, but this juice is A very delicious. I ship it in from the Philippines and it cures cancer. There you go. Youtube's just delisted me completely. It doesn't cure cancer, but there are lots of studies on it that basically show it literally shrinks cancers, which is pretty cool, and the thing that does it is lipocarotenes, and GAC is the thing you find the most in. They're also in tomatoes, but not to the same extent.

Speaker 1: 4:53

So if we get a red sweep, which is what wall street wants, wall street and investment bankers generally like republicans, right. They earn a lot of money and they want to pay very little tax. They don't like regulation. So we're looking at, um, you know, tax reductions, deregulation. Benefiting should be energy, banking, industrials, transportation. So if you work in banking, well, you're quite likely to like it, right. So that's what they're kind of looking at there. But there could be some inflationary pressures from lots of tariffs. So that's definitely something to look at.

Speaker 1: 5:31

And then, if you look at a blue sweep, be less favorable for equities, as they say. So stocks might. According to JP Morgan, stocks might drop up to 3% if it's a clear Kamala Harris victory. Who would it be good for? Green energy, sort of healthcare stuff, stuff. It might actually be good for some multinationals who source a lot of their stuff overseas, right, because no tariffs, they can keep doing what they're currently doing.

Speaker 1: 6:05

A divided government, well, doesn't really give us very much. We're sort of status quo, yeah, so you wouldn't really expect a great deal happening there. But if you want to go a little bit deeper here which we always do, of course, in our community here this is what JP Morgan is saying. They're saying energy is going to love it. Lucent regulation on fossil fuels or oil and gas and pipelines should do tremendously well. Insurance might do well. Just less regulation could be very, very good for them. Carlos, you ordered some Gak juice. Yeah, this, actually this stuff is something like 70 US a bottle or something which is more expensive than a whiskey, right, but much, much more healthy.

Speaker 1: 6:53

So, yeah, if you look at here red sweep winners, right, this is the real detail. Energy, um, we should benefit. Insurance should, capital goods, so anything from you know, industrial equipment, machinery, infrastructure, that whole thing should benefit. If trump goes in and says everything needs to be built in the US and sourced in the US and that kind of thing, so you could see a lot more capital investment, a lot more just investment industrials, which could be good for that sector, and then, yeah, just basically anything made in the US should do pretty well. Domestic car manufacturers, to the extent that they are actually domestically producing and not just shipping stuff in and slapping wheels on them, but there could be some input inflation for the industrial sector as well. Some materials could go up, rare earths and so on could go up. And also bear in mind all the guys receiving all those big subsidies at the moment. Think the car companies that might disappear and therefore could actually hurt them.

Speaker 1: 8:04

Right From Felix and Juice, maybe, exactly, it is very good. I'm sure you can get a tablet or something which is what's the ingredient? Lipocarotenes. I'm sure you can get the powder or something. I just like that natural stuff.

Speaker 1: 8:26

And if the blue lot win, then they think software might benefit. Although Democrats expanding broadband access, didn't they spend like $2 billion on that or something and didn't they connect a single home, something ludicrous like that? So I mean, just don't rely on the government to build stuff really. But yeah, I think either way software will do well. Semiconductors I think that will also do well actually under both parties. But JP Morgan says CHI says chips act and so on. They might get more funding. You know there are rumors around an intel government bailout and then definitely the green stuff would. Green stocks would benefit more under a kamala regime solar, wind, battery storage, that kind of thing.

Speaker 1: 9:11

Um, healthcare. You're probably going to get more, um, more government involvement, more subsidies there, and then also child tax credits. Who does that benefit? Um, think, procter and gamble, think, you know, kind of education stuff, retail stuff that mums buy, um, that could benefit. So the sort of stuff that the lower and middle income groups buy on a daily basis. That could do quite well from that lot.

Speaker 1: 9:42

But this is what happens on election day. These are the last. What? Two, four, six, eight, ten elections? And it's not that much. Right? It's not actually that exciting, except when Badak came into power the first time around, that was quite a quite a boost for whatever reason. Other than that it's um, it's fairly uneventful, fairly uneventful. So, um, look at george bush. You got zero and zero.

Speaker 1: 10:08

Poor guy, he just had bad timing, or, honestly, very bad timing. Um, if you want to improve your timing and pick winners, big juicy winners of stock charts, then literally learn how to do it. There is a free stocks masterclass. This is for investors, this is for traders, same ruled supply. Just watch it. It's free of charge. Thousands of you already have watched it, which I absolutely love, so so check that out.

Speaker 1: 10:33

Um, got a got a few few Trump voters on here. Should we do a poll? I think we should probably do a poll, right. Start a poll. Who are you voting for today? Trump, harris? Should we have a not voting? Yeah, let's try that. Let's see how we are.

Speaker 1: 11:05

I have a feeling there is a slight Republican-leaning nature in the online. Well, just in the finance community generally speaking, and speaking of finance community, palantir wow, what a set of earnings. I'll put out a video on that later in its full, unadulterated detail, but it really is something to behold. They smashed the other park, terry, you're at $48.54 right now, above the expected move now, which is about $47. Resistance we're going to hit will be at $50. That's courtesy of Trade Vision. Yeah, they just did everything right, including Alex's funny remarks. It's definitely worth watching. So what can I say? Honestly, it's that good. There's really not a lot to say. They just absolutely knocked it out of the park, beat expectations by so much that the market can't say, well, you've got too expensive now. No, they're basically saying there will be AI winners and then they'll be using Palantir and everybody else will just go and die.

Speaker 1: 12:13

Basically, more votes than likes. Let's see that 56% Trump, 22% Harris, 20% of the voting. So they're not voting a lot. Is that non-Americans? Is that where this is skewing? It's quite so much. But yeah, we seem to be a fairly Trump-leading crowd. You know, actually I had a chat today with a good friend.

Speaker 1: 12:33

He's Canadian and he said if I put a gun to your head, who would you vote for? And I sort of ran through some of the reasons I disliked both candidates and then I kind of said, well, we got pretty, had to. I think what from my experience in, you know, living in different places and living in Europe and so on, the place I grew up in in Germany used to be insanely safe. Like we were, as children, play in the park in the dark, my parents would not worry. We would, as children, play in the park in the dark, my parents would not worry. We had no supervision. You can't do that anymore because it is no longer safe and the sole reason for that is unchecked migration. And I'm an immigrant where I live generally, but I did it legally.

Speaker 1: 13:15

So I just think security is what gives us freedom, particularly for women, but also for guys, obviously To a lesser extent, though it's quite threatening. So a government that doesn't deliver that, in my view, has failed, and I think they should do nothing else but just deliver security. If they deliver security, everything else pretty much follows, because business can, generally speaking, do most things better than the government. So I guess that's where I come from. But originally I used to be a member of a German political party. It was called the Liberal Party, but they were very much sort of small government, but everybody can do whatever they want, kind of thing. So I'm not a conservative person at heart and I'm not a particular fan of Trump. I think what's happened in the US over the last four years in terms of immigration and crime and so on, I think it's idiotic. I think it's just really idiotic, although I do think a country with 300 million brilliant people, you would have perhaps come up with two better candidates. But there you are. It's your choice.