Speaker 1: 0:00

Winston and Felix here, and I wish you a very, very Merry Christmas. As we are on Christmas Eve here today, I thought we'd do this in a little bit more of a casual setting, but I want to explain to you what I just read from Goldman Sachs, one of the biggest, probably the most prestigious investment bank out there, and they sent this research note to all of their clients, all the big institutions, all the hedge funds and they're saying to them 2025 will be your best year yet, and these are the stocks that we think will be the winners. And they're not sending it to you, are they? Why not? Well, not everybody's as kind as Winston here, but no, seriously, wall Street has zero incentive to make you money, but they do have some good insight sometimes. So I want to walk you through their insight, add a little bit of Winston's wisdom on top and give you some inspiration into why 2025 will easily be the best year yet, but most of you will fail. And why will you fail? Because most people will do the same thing they did last year, and maybe 2024 was a good year for you. And there's this lovely saying on wall street everyone's a genius in a bull market. There's a lot of truth to that. So when we have a good year, when we are given winners by the market, we should look at them with humility and learn from them, and especially learn from our cock-ups and you know we make cock-ups. But the one way you are actually going to make 2025 better is not the stocks that I'm going to tell you that Goldman Sachs is saying you should buy, or the stocks that I think I should buy, or the stocks that Winston sniffed out and he says you should buy. They're mostly related to food and tennis balls but it is improving your skill set so that you have better risk management, so that you are no longer a bag holder and you stop buying falling knives. That's the first thing. If you eliminated that, you would have $10,000 more, $50,000 more, $100,000 more. Yesterday, on a live stream, I asked a couple of thousand of you and more than a thousand of you responded, and half of you had lost more than $50,000 last year for lack of knowledge and skill. So we've decided to do something about that and right after the holidays, on the 27th at 6 pm Eastern Time, we're going to run the last live training session of the year. It'll be a masterclass on how we spot breakouts, how we stop losing money on stupid stuff and how we automate that, and it's going to be beginner-friendly. We'll assume no knowledge. Winston will be there to explain it to you. So come and join me, because we're already massively oversubscribed. I literally live chatted just with the tech support of our webinar company because we exceeded 1,000 signups in the first hour of me announcing this. So we are going to increase that so you can still sign up, but it will be first come, first serve Links down below in the description felixfrenzorg slash webinar. So come and join me there.

Speaker 1: 3:03

But let's look at Goldman's top spies here, because these are crucial. The first sector they're looking at, so unsurprisingly, is what's the broader impact of AI? Right? So we've had NVIDIA at the top shoveling all the money and they'll continue to. If you saw what Elon Musk posted today and I retweeted it on X he says the amount of compute required is going to be staggering just for all the AI stuff out there, and that, of course, is glorious news for NVIDIA. So I'm continuously a bull on NVIDIA, and that's good.

Speaker 1: 3:41

But what else benefits from this? That's good, but what else benefits from this? Well, the two companies that Goldman Sachs outlined may or may not surprise you. One is the largest cloud computing company out there in the world, who also investing heavily into AI and robotics and I'm also talking about Bezos' little side gig which is Amazon. And I think Amazon stock hasn't priced in the gloriousness that's about to become, because those guys have a 30% plus market share of cloud computing. Compute requirements are going to go through the moon. Every single customer of theirs is just going to spend more money. It's a really easy win. And then it's going to benefit the retail business. It's going to benefit everything else. Ai is going to make the logistics better. Ai is going to make warehousing cheaper. Robots are going to replace all the staff, and that is a whole big issue to talk about, but it's just going to make margins better at Amazon. It's a big fan. Second company is one we talked about recently with regards to what's the next AI. Well, the next AI is going to be quantum computing, which is just insanely faster than AI computers, and Google is deeply involved in that. But Google is also deeply involved in AI.

Speaker 1: 4:57

Search is getting much better, and what's Google's actual business? Is it search? Is it browsers? Is it cloud? None of that Advertising. They're basically an old newspaper that's gone online. That's basically what it is. So every time you search for something, they show you adverts and they know every website you've ever browsed on and they have this insane network and therefore they make a ton of money on advertising. So how do you make advertising better? All those data points they have about all those cookies you've set on all those billions of websites? If you could use them more efficiently and if you knew more about your customer and you could analyze the patterns better, your advertisers would get higher click-through rates. People would click on stuff, buy stuff, in which case Google can charge more for the ads. And that's what we're seeing in Google, but also in Meta. So Google again, big fan there.

Speaker 1: 5:51

Now, these are not the most exciting stocks in the world, right? You think, oh, they're big, maybe they'll go up 50% or something, and that's probably about right. And no, I'm not saying they're definitely going to do that. The crystal ball, as I mentioned, was eaten by none other than him here. He eats everything, doesn't he? Why do you eat everything, winston? He denies the charges. So that's the first thing coming back online. So Expedia those kind of stocks doing really well. They are surprisingly bearish on Airbnb, which I'm not really sure about. I can see the regulatory headwind. I can see more and more cities banning Airbnb, countries banning Airbnb, but I still think they'll probably prevail.

Speaker 1: 6:39

And then the next sector is sector number three here, which I'm probably most excited about this one coming up. It's autonomous driving in its various shapes. And who's going to benefit from that? Well, I would say Tesla. That's actually not on their list, which is weird. Their number one stock here is Uber. And you might think well, uber is going to get run out of town by Tesla. Well, yes and no, as Winston has expressed so wonderfully here, uber is going to get a out of town by Tesla. Well, yes and no, as Winston has expressed so wonderfully here, uber is going to get a lot more profitable by not having drivers drive the cars, because they can keep a larger percentage of the fare, no cost of the driver. So that's going to be good for them. So Uber's CEO has already said we want Tesla's RoboCaps and therefore it's going to be good for both. Now, will Tesla roll out its own network? Absolutely, but are they going to work with Uber? Yes, and I'll tell you why. Uber has done, I don't know, 4 billion rides in the last year or something insane, some crazy number like that. So they are on everybody's phone and they're installed everywhere and therefore they've got this great big network effect and therefore Uber is going to be a major Tesla customer effect and therefore Uber is going to be a major Tesla customer. So I think both will do very well on that front.

Speaker 1: 7:53

But here are some sectors that Wall Street's missing, where at least they don't want to tell the world about it. Maybe they're whispering it to their favorite clients. I think one is Eftolts, so flying cars, and again, you might think that's never going to happen, but I know, if you're a robot taxi skeptic, I'm taking you one step too far. So, you know, fast forward a few minutes, but Winston believes in it, so it's coming and yeah, there, you know, there's Archer and there's Joby and there's those companies and I think they're going to have potentially a wonderful time in 2025. Tons of ups and downs. You've got to really understand how to set your stops and how to spot those breakouts, and I'll teach you that if you join me live on Friday for the live masterclass.

Speaker 1: 8:31

But there is one name that doesn't seem to get mentioned in this and that's Tesla. You're like, oh, tesla is not building flying cars. Well, there is actually an Elon quote on this, which is in a conversation with Peter Thiel. Peter Thiel said something like isn't it frustrating that we haven't got flying cars yet? Peter Thiel said something like isn't it frustrating that we haven't got flying cars yet? And Elon says something like hold that thought. So yes, I think it's coming. There's some regulatory stuff obviously to be done. So I think autonomous cars have to be done first, because the flying cars should be autonomous, there's no question about it. It's not feasible to train everybody as a pilot. This is just an absurd thing. So they have to be autonomous one after the other.

Speaker 1: 9:14

So therefore, the Archer and the Jobies, my concern is that they will be the ones that make the market, not the ones that profit from the market, and often the first mover is a disadvantage. You don't really want to be the pioneer. You want to be the guy that you know follows and does it a little bit better, and Tesla has that capacity and the scale and the following and the brand and the recognition to do that, in my opinion. So I would be interested and curious and continue to follow the Archers and the Jobis and those guys and I'd stick to American companies here, by the way, not overseas ones but I just have in the back of my mind that I think Tesla's going to eat their lunch, very much like Amazon invests in all these new startups and then, you know, eats them for lunch. What do you think, winston? So that's one topic.

Speaker 1: 10:06

And secondly, of course and we touched upon this earlier it's well, what about quantum stocks? Isn't that the new thing? They go up 20 percent or down and down 30 percent and up 50 percent and these kind of crazy moves, and yeah, that's definitely a thing that's coming. Now I am not technically qualified to tell you which quantum, whatever stock, is better in terms of technology. That's what it comes down to. So it's a bit of a risky thing to put your money into. Now. You could just follow the stock chart and follow our rules and very likely make money with it if you really have good risk management. But it's a very volatile thing and I like volatility, but not necessarily that much. We like to rest quite peacefully, like Winston is here. So definitely an interesting sector. I kind of would like to rest quite peacefully, like Winston is here. So definitely an interesting sector. I kind of would like to see a couple of players mature out of that, because, again, there is Google, and that's obviously a huge beast with unlimited funding who might therefore do better than the individual smaller stocks out there.

Speaker 1: 11:04

But, honestly, the thing I'm probably most excited about is fintech, and fintech sounds like so 90s, doesn't it? But fintech tanks when interest rates go up, and it has tanked massively from when we had zero interest rates and now rates are coming down and they'll come down more in 2025. I'm thinking three cuts plus at the very least. Fintech is going to keep going up. So it's your SoFi's, your PayPal's I think to me seem like very safe bets from where I'm sitting.

Speaker 1: 11:36

Again, nothing is safe. There's risk with everything and so on, but I just think these are kind of tried and tested plays. I think PayPal is massively lagging in the market. I think they'll pull off the advertising revenue and that'll double the stock easily from where it is right now. So there's some huge opportunity there in my humble opinion. So that's the fintech story. What else in AI? I think software will continue to do super well. I think Palantir is about to double revenue with all the government business they're going to get and I'll put a separate video on that later today or tomorrow, because I think that's a huge story that a lot of people are still missing. And then everybody else in that space.

Speaker 1: 12:14

I think your big caps most of the large caps, I think will do very well into 2025. What about small caps? You know they should do well if corporate taxes come down. Trump's promising the biggest tax cut ever, so he's talking about bringing it from 21% to 15%. Now he tends to start with an opening offer and then arrive somewhere in the middle, so maybe it won't be quite 15%, but it'll be lower, and that, of course, will be good for companies. There'll be more cash to hand over to shareholders. So I think that's a bullish move.

Speaker 1: 12:43

But, in all honesty, we've never we are joined by Cholula we have never, ever ever had a US government that is more pro-business, more pro-market, more pro-risky assets as in Bitcoin and everything else more for deregulation and run by about a dozen billionaires. And, whether you agree with their policies or not, it's going to be freaking good for the stock market. But there is one warning, and that warning comes in January. In January, when Trump takes office I think December 20th it's also the time when money inflows into the market slow happens around the middle of the month in January every year.

Speaker 1: 13:26

So there is this window there where there's going to be all these scary headlines, as the swamp and the special interests and all the old industries who were embedded into mainstream media are all going to cry wolf and go oh, my God, the world's going to end trying to stop this agenda of deregulation and less taxes and less government, because the system isn't going to say less government, because you know the system isn't going to say, oh, brilliant, you're going to slim us down this department to, you know, 10% of the people. Fantastic, we are going to lose our jobs. We are going to lose our power and our big buildings and our big titles. Brilliant, do it. They're not going to do that, right, they're going to be kicking and screaming. So there's going to be a lot of noise in the latter half of January and the market doesn't like noise, the market doesn't like uncertainty.

Speaker 1: 14:13

So I would just be a bit cautious. I would again protect your portfolio from that and again, I'll teach you exactly how we do that on Friday. Winston's a master at this, aren't you, winston? But overall, right through those little bumps there and those bumps could, in theory, extend, I'd say, six months or so, depending on how easily special interests give in, whether they realize we're losing or whether they think they've got a chance to fight. They could take every law to the Supreme Court and every order and everything else and really, really go for it. Or maybe people will just realize the population is sick and tired of what's been going on there. But either way, I think we're going to have one of the best stock market years ever ahead of us.

Speaker 1: 15:02

I think it's going to be insanely pro-business, I think we're going to make a lot of money and it's going to give us a lot of freedom, and most people, as I say, will miss the rally. Most people will sit in cash or be invested in the wrong thing or bag hold something and hope it's going to go back up and all that kind of thing. And we can avoid that simply through education. But we don't have a financial education. I mean, I don't know anywhere that has decent financial education. So we have to take it upon ourselves and listen to our golden retrievers with the large noses, because these are very good for sniffing out stocks, aren't they, winston? And, in all seriousness, come and join me on Friday. We're going to have a lot of fun and I'll teach you a bunch of stuff that will be insanely useful for you for 2025 and change your life. And in the meantime, we wish you a very, very happy Christmas.

Speaker 1: 15:55

Enjoy the days with friends and family and four-legged friends and contemplate on the great things that happened in 2024. And then think about how can we make those great things even greater in 2025. And that's really what I do. So for me, it's been a tremendous year. Market's done, delivered I mean over-delivered We've done I don't know 200% in our trading portfolio or something like that. I haven't tallied it all the way up yet, but something like that. So I'm obviously insanely grateful for that. And this community has grown from what we had 50,000 subscribers at the beginning of the year, something like that and now we're at about 220,000. So I'm recording this. So a huge thank you from Winston and me for that, for that trust and for that interest and that desire to learn.

Speaker 1: 16:43

I love this hobby of ours of just taking my research, that I do for my own, investing and sharing it with you, and I love all the kind messages you send me every day, whether you are students or just viewers or followers, and that it's having an impact on your life and that it's making your life better. It's helping you make more money, it's helping you sleep better at night, it's giving you more freedom, and that's really what this is all about. So that's my goal and as long as that continues, as long as you guys enjoy the content, we will keep making it, and our intention is always to make you the best informed investor out there. Our intention is always to make you the best informed investor out there. But it isn't just information, it's about skills and really like, come and up, level your skills with us, because that's really what's helped us get to where we got to in terms of this unlimited freedom. Just, we can do whatever we want, and it's a beautiful thing to be like. What should we do today? Should we go for a hike? Should we go to the beach? What should we do? And never have to ask anybody about that, and it's not something.

Speaker 1: 17:44

I sort of envisioned it when I was a wage slave, a nine-to-fiver, so to speak but I didn't quite realize how good it would be. I knew what I had sucked, but I didn't quite realize how wonderful it is to have ultimate control over everything that you do and for money just to be there because you have plenty of it and it's it's the point everybody should get to, and I know you know a lot of our culture. Certainly mine don't encourage talk about money, because saying it's oh, it's not, uh, you know, not the right sort of subject, one doesn't talk about it, but of course it's nonsense and it just keeps people in their place and it doesn't make anybody's lives better. So my goal for you is to have the best 2025 yet. So I hope to see you on Friday foodexpenseorg slash webinar. Sign up while there's still spots, and I wish you a very, very happy Christmas. All the best.