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Rashad
For me, entrepreneurship has always been the way.
Ian
Investing is important because it's the only way you are going to be able to get rich and wealthy for your family. We can close the wealth gap by working together.
Rashad
Market Monday is the biggest investment show ever.
Ian
My life has literally changed since watching
Rashad
EYL
Troy
can make people money and you can add value. They're going to be forever indebted to you.
Ian
I promise you. This year I'm going to make y' all even more money.
Troy
Disclaimer do your own research. Our content is intended to be used and must be used for informational purposes only. It's very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with or independently research and verify any information that you find on our show and wish to rely upon whether for the purpose of making an investment decision, decision or otherwise. Let's build our knowledge, our community and our brokerage accounts. Love is love. Love is love.
Ian
Happy Monday. How y' all doing?
Troy
Oh, man. Happy Monday. It is 70 degrees in New York.
Ian
We are okay. Yeah.
Troy
We are blessed. I can see the yard again. We are blessed. How you feeling, man?
Ian
Bless. Highly favored. Happy to be here, Troy. How you feeling? Shoddy. How you feeling? Shoddy. Look like he just got off the jet, you know what I mean? Nice weather out there, you know what I mean? Yeah. Yeah.
Troy
We set the clocks back a little bit so the sun set a little later. We did acknowledge this last week, but I wanted to start by acknowledging this. It is Women's Month. Yesterday was International Women's Day. I just want to give a huge shout out to all. All women, all women in general, but like definitely the woman of Eyo, obviously, my wife. To hear any. All the women of Eyl and all the people, all the earners. We love you, Red Panda. We love you all. Hope you had a great relaxing day. I know yesterday was International Women's Day, so. Yeah, man. Shout out to all the women throughout the world.
Ian
Love is love. Brian got the funniest happy International Women's Day clip ever. Shout out to Braun. Yo.
Troy
Shout out to.
Rashad
Oh, man. Congratulations to Woodlands 3 Pete.
Ian
Oh man, that gym, amazing too.
Rashad
Yeah, that's like the arena that they play the championship games in. So shout out to them. Greetings and salutations. We got a big week blackout. We back on Wednesday. You know, we had a tumultuous last couple of weeks, but you know, we back, we got the good brother Eric Thomas coming on. So, you know, for people that wanted some level of balance between the toxicity,
Troy
I mean, I was, I think it was very entertaining, of course. Right. I don't know if.
Rashad
Yeah, I mean, and educational too.
Troy
I think burgers. I mean, he's a great guest. He's a funny dude. He's an authentic dude. He's an authentic dude like that. You walk up to him and see him somewhere. That, that guy you saw is the guy you gonna run into. That's him. Yeah, yeah, that's him. That's really him.
Rashad
Yeah. But we, we back. We gonna have a little toxicity too, but we got, we got the brother Eric Thomas coming. So, you know, we're gonna have a lot of powerful conversations. How to be a good stand up man in society for sure.
Troy
Get you motivated.
Ian
Yes.
Troy
Shout out to DU chains. Shout out to 2 James. Hopefully we will get the news sometime. Makes the New York Times bestseller list. Dope conversation with him. Shout out to him.
Rashad
And then Thursday we got a dope episode. Sanai Bo. She's a. Yeah, yeah, she one of them ones. She a AI. She's an AI expert futurist. We met, we was at Carnegie hall together last year. She's been cooking. She been on cnbc, cnn, Oprah. Like she's been all over the place, man. She's been cooking, talking about artificial intelligence. So with Gary Vee a couple weeks ago, she's one of the, she's one of the smartest people in the world and definitely when it comes to artificial intelligence. So we had a sit down conversation with her about AI, the future of AI, you know, what could potentially go wrong, what people need to be aware of, like, what it's going to look like in 10 years. Robotics, all types of stuff like that.
Troy
I think Sinead Bovelle is one of the most intelligent people on the planet.
Ian
Absolutely.
Troy
Like, you know, when people ask, where do you get your research? Where do you do your research? Watching her is part of my research. And I told her that to her face. She was taken aback by it. But I'm like, nah, that's how important your voice is. That's how important your mind is. I think it's one of the most important episodes we've ever done. I'm beyond. I'm going to just put it out there. I'm excited for y' all to hear it. We asked the questions that I think a lot of people want to know. Ask some questions that I definitely wanted to know. Shout out to team. But there's also a piece in it where there was like a validation. Like, you know, when you do the research and you're searching things and you're watching and you're looking at where this thing is headed, it was like. It felt like a validating conversation, man. It is definitely one you're gonna have to watch and re watch and take notes. But most importantly yet, you got to execute because a lot is dropped.
Ian
It's one of them episodes I haven't seen a preview. But listening to her intellectually is the equivalent of watching Kyrie handle the ball. I haven't heard the conversation yet. I guarantee this. Probably the interview of the year. Tune in Thursday. What time?
Rashad
12 o'. Clock.
Ian
12 o'. Clock. Tap in early. Get your pen and paper.
Rashad
She used to be a model.
Ian
You can tell. Respectfully.
Troy
Shout out to Toronto. Shout out to Toronto. Yo. Shout out to Toronto. She's Brody.
Ian
I see the she from the six.
Troy
Shout out to the six, man.
Ian
Respectfully. Unless you resume is important to read, you can't.
Troy
Don't skip anything in the resume.
Rashad
That's a fact. Ian, any. Any announcements?
Ian
Don't text my phone. It's just jokes. Kudos to my cousin, Makai Gillis. I'm proud of you. 22 points and sectionals led them to a win. EC Central, stand up. I appreciate you. Stock club call was this past Sunday. We had an amazing call. Replay will be posted Saturday. Prices are out in Kajabi. If I made you money, Please put yes in chat. If I told you that oil is the key level is 93.50. We'll talk about it. Please put yes in chat. Let's have an amazing show and let's build wealth together. Love y'. All. Over and out. Thank you.
Rashad
We got a lot to talk about. But before, before, you know, we get into the Iran and Trump and oil and all of that, let's start off.
Ian
Was I in New York when y' all did the interview or no? No. Okay.
Rashad
I don't think so.
Troy
Nah, nah, you flew gay. Nah, nah, nah. You got this flew back. You had just flew back.
Rashad
What's the traded tip of the week?
Ian
For all my investors who are worried about what's going on in the market right now, I need you to know that the market dropped February through March of 2026 this year also 2025-2023-2022-2020 and 2018. This is the time. This is like preseason for investors and hedge funds before the money comes in. I know there's a lot of doom and gloom that's going on in the world right now, but the cycle that you're seeing of the market being down right now is normal. The cause in 23 and 22 and 18 may be different. But every year, give in the last 15 years, I need you to expect for just like we have that drop in late July, August that we have February through March. Until that capital starts to flow in that third week of March, we're going to be down. Stop worrying. It's going to be okay. It's giving you a time, a generational time to buy. Everything is going to be fine. The market normally goes down in February, in March.
Troy
Yeah, that's important. I love the historical perspective because it gives context to it. I think when you add into what's happened in March, we got quadruple widget, right. The third, the first quarter is ending at the end of March. You got the third week of of the quarter in the last month, which would be March. So that's going to happen as well. But on the other side of it, right, when we look at the best six months to invest or trade, usually April at the top. And so when you see you see opportunities like we saw last week and maybe you saw something earlier today, we'll talk about it a little bit later, you position yourself to be in these spots when April comes. We saw it last year, right when Liberation Day, that happened in April. Then we saw the rebound in the best six months after that. Yeah, that felt like an anomaly. But if you look historically, April, May, June have been solid month that second quarter of the year. Like you said, deal flows start to come in a little bit differently. People's quarterly report has changed their end of the year's change.
Ian
Sure.
Troy
Which is something that, that we actually, we found out about actually last week. It was like yo, you set when your, your end is right depending on when you created your business. So just absolutely. Having historical contact is important and understanding that we've been here before is important. Understanding like look, if you're going to invest, do it regularly but keep these things in mind before you make a move.
Ian
And secondly, anytime that the Vix gets above 27, it normally takes anywhere from a month and a half to two and a half months for it to go back underneath 21. Once again, the most important chart if you're going to be looking at it from a technical standpoint that cannot be manipulated, we'll talk about manipulation later is the vix. So usually for me two months, I should expect the VIX should be back around 20, which will lead into that April scenario that you talked about as well. Block out the noise like we told you last week, where oil would go, when to be concerned. But keep your eyes on the Vix and if the Vix hits 27 or 30 or 35, that's a good time to buy into the top 10 stocks and you'll be a. Okay.
Troy
Yeah, we saw The Vix hit 36 today. I think it closed at 25, which was a huge swing.
Ian
10 points on the VIX is hell of a turnaround.
Troy
That's pretty, pretty abnormal but pretty aggressive. Yeah, it happened. But like you said, if you were here last week, you heard those numbers, you heard 9350, I talked about 110 and 120 and we got all those ranges that quick. We were out of them. Interesting times.
Ian
And that's why I kept saying oil trade is over, it's priced in. I don't know when you guys want to talk about it but man, this is a different time geopolitically in terms of the market. They turned the crude market into a meme stock. By the time you get to chasing that move, I'm not hating or gatekeeping. You just didn't listen the first time Rashad and told you what to invest in from day one. Troy told you, I told you. Amgen, Lily, Costco, Walmart, amd, Nvidia, those are all my picks early on. They're still there. But you are now being used for the exit liquidity for the hedge funds and they're planning all faces and there's nothing you can do about it. You have to be smarter than ever. They realize that this class of investors is better than ever and now they're using that against you and getting on social media, people saying oil is going to go to 150. Do you know that the last time that oil was at 200 was 1929? For every $10 move that we have in crude, gasoline is going to go up by 35. That will cripple the American economy and it's already in shambles as is.
Troy
So did it feel like a test like the past couple? I mean, if you're on social media, if you're watching the news, you hear oil, you hear, or you keep hearing oil, you keep hearing, your gas prices are going to go up for the beginner, like that intermediate, maybe that investor, the retail investor that hasn't been through it, hasn't heard it. Did you feel like it maybe was a test to see what will they do? Will they say, hey, we're going to buy future contracts when they get into 100 or options contracts for it to get to 100? And then you're sitting there Sunday night and you're like, wow, we're at 117. And then you wake up at 9:31 and you're back at 97. Did it feel like a test?
Ian
I said it since episode 70. Never in the history of American capitalism do they come to black people and say, this is the investment to make. First you gotta be as cool as Rashad is sitting. Calm and comfortable and chill. That's the biggest lesson in investing, is that investors love certainty. But when you have everyone saying it's going to 150, 200, and then people are getting excited and then you're like, well, Ian's gatekeeping. I'm like, I'm trying to protect you if you haven't traded the crew like even this. Crude contracts used to cost 8,000 per contract. As of last week, they're $24,737.50 for one contract. It's not even the best use of capital. The Vix, which pays five times more, is 20,000 per contract. So all of a sudden, last two months ago, it was gold and everyone wanted the gold move. Now it became crude. Just like Trump is having a different target for every month. They're going to push a different financial instrument in front of your face every month. You got to stick to the four that you know. And if you haven't traded crude futures before, now is not the time to play.
Rashad
Yeah, let's talk about this. JP Morgan predicts that S&P could fall 10% because of the Iran war and rising oil prices. So 10% correction is what JP Morgan is calling for potentially. What do you think?
Ian
If we fall 10% it won't be because of the Iran issue solely. We're not talking enough about the private credit market issue. I think this is one of the biggest bubbles that's not being talked about. When I was talking about on stock club call, people are asking like, okay, is this a retail issue? Because some retail investors have access to private credit and private equity. Now kkr, Apollo, Aries, those are not retail platforms, those are institutional. So Blue Owl may be down 63% which is retail facing. But when you see that Aries, BlackRock, like BlackRock stopped allowing people to withdraw money, shout out to BlackRock. But that's the first canary in a coal mine where you're like oh shit is tougher than what you really think it is and that what it's reporting to be. So I think will it be a combination of factors? Yes. But Iran I think is probably the smallest issue on the table right now as to why the stock market would drop. I think there is a lot of issues around the circular investment, private credit and then also the job market is in shambles and no one wants to talk about it. And they keep revising these numbers and lying about these numbers. I don't think we have gotten an honest job report in the last two and a half years.
Rashad
Well, that's what I was going to say. As far as the job, yes, there's a variety of different things. The job market is in shambles and it's even worse than, it's even worse than what's being reported because you got people that's not even looking for jobs anymore. And then you got a variety of young people that don't even know where to start to look for jobs. So they're not necessarily filing unemployment because they just graduated from college and they still just trying to figure it out. They just at home with their parents just in the basement watching Andrew Tate all day. Yeah. Credit card debt all time high. When you look at, I mean they quietly about to have another government shutdown. TSA said get to the airport five hours early because they can't, they can't pay tsa. Five hours is crazy. You can't even check your bag more than three hours.
Ian
Yeah.
Rashad
Housing. This is the first time I think in over 10 years the rate of houses that's being sold right now at like a 10 year low. So that means that people aren't, are not spending money on real estate in the same way or can afford to yeah, yeah. I mean, the list goes on. So domestically, there's a lot of signs that points to a pretty weakening economy for the average person.
Troy
Yeah, I think I agree with a lot of the points. I agree that, well, first, 10% is pretty normal. First and foremost, if we pull back 10%, we shouldn't feel like, oh my gosh, our account is about to go to shambles. Not 10% would be an actually welcomed correction. Right. Anything more than that, I mean, you'll feel the pain. Yeah, there's going to be some short term pain, but obviously you're in positions hopefully that, that you're going to be here for the long term. I think the, when JP said that or when the analyst said that, I think they're referring to in the event that oil stays at these elevated prices or at the time when the report came out at the elevated prices at 110 and above, Lord forbid if we get to 150, what that looks like. Yeah, there could, you could definitely see a pullback. But I think you kind of, you, you alluded to it, Ian, and I think that's the real issue. And I think you guys brought it up maybe a few weeks ago when we were talking about is AI a bubble or not, but the private equity, I think, because at the time it was like, there's a lot of these companies that aren't going to make money and there's a, there's a deeper layer to it. Right. Because inside of those companies not making money, there are private equity firms that are investing in them.
Ian
Yep.
Troy
What we saw with blackrock, it wasn't really that people couldn't get their money back. You had private and private equity firm HPS corporate lending fund. They have billions of dollars invested in businesses. And they said, look, we're watching these credit squeezes, right. We're watching these default swaps. We want to take some of our money off the table. The problem is they already reached their quota for the quarter so they couldn't take out anymore. So theoretically what it's like is like if we all said we're going to put our money together, Chinese going to be in charge of the money. We put the money out five months down the road. I'm like, look, I need the money back. He's like, well, we put it in things. We can't just sell and get the money. Like they're in homes, they're in businesses. We got to liquidate some of those positions before we can pay you. Here's some for now. And you got to wait for Later. And so it feels like, wait, BlackRock's not giving people their money. No businesses are invested and you just don't sell businesses one day and say I'm giving my money tomorrow.
Ian
You could take the penalty for liquidation though. I know if it was us, yeah, it would have been on the front of New York Times. Ey addresses would have been posted, everything that they won't allow any liquidation. You could pay a penalty. It would have sucked. So right now your assessment is correct. But I also think if investors want to leave a fund, even though you have lockup periods, they have enough capital to pay the penalty and also negotiate for less than a smaller firm would be.
Troy
You're spot on. The problem is what happens when a hundred of those firms come and say the same thing? Then you have an issue. So I think that that's the area that we have to really watch and monitor. Right, that watch these institutional firms watch the funds that are trying to liquidate or trying to get capital. These default swaps are real. We're going to see what Oracle does tomorrow. Watch their credit default swap. We just talked about SoftBank, which is a huge investor. They now have a credit default swap and that's increasing. This is, this is an area where if there's going to be some type of correction, I think that's what leads it. I don't think it'll be oil, I don't think it'll be Iran. I think it'll be the private equity credit market that really pushes us. Kind of like how we saw regional banks and what was that? 23, was that 23 or 24 regional banks was the thing and it pulled back but it corrected itself. I feel like that area is something we got to definitely watch.
Ian
And you also know there's something wrong because in the middle of the night they keep injecting billions of dollars into the repo market. Carlyle Group is down 25%. Apollo is down 39%. Aries is down 42%, Blackstone is down 43, KKR is down 44. None of those are retail facing. Those are all institutional private equity firms. That is scary and it's not being talked about enough.
Troy
Yeah. How do they get the money?
Rashad
Well, let's talk about, let's talk about volatility. Last night the dow was down 800 points in pre market and then it closed up 250 points. So that's over a thousand point swing as far as from being down 800 to being up 250. So that's very volatile. How can traders and investors take advantage of the volatility that we're seeing in the market,
Ian
you won't like the answer, but stop chasing the volatility and you have nothing to worry about if you buy quality. Another thing, if you're not putting in work like y' all run this year in terms of interviews and a great audience, I didn't know about none of them, right. They're just working. They're not like, yo, hey, guess what we about to do? For my traders and investors, this is reminds me of 22. So it is lock in season. If you're not putting in eight to 10 hours a day on charts, you can't chase these ramps. You have to hold for the long term. For my traders who are incredibly dedicated, one of my favorite targets I talked about at the mastermind is 523points on the Dow and NASDAQ. But for 90% of people, you shouldn't chase the volatility. It's going to lead to you being chopped as a result. Because if you don't have the acumen and number of reps to be able to take advantage of it, you're they're going to use you for liquidity. And I know it's not the answer that you want, but sometimes safety is the best answer if you have not put in the work that allows you to get a lion's share of profits. Like I see it all the time. I don't know how long you were in communication with her to get that interview, but I'm sure it didn't happen in two weeks. I've seen people try to interview people that you guys have interviewed and they're like, man, I ain't get an answer after three weeks. I'm like, they've been talking to Magic for five years. It takes time. You want to be great at trading and you didn't listen the first time. Take 300 practice trades. Look at the market every day. Rain, sleep, hell, snow, breakup. Somebody mad about your comments. Lock in, okay, then you can chase volatility. Until then, invest long term into quality companies. A lot of you are getting chopped because you're chasing companies that don't have any real value. Where's all the talk about Quantum and smci? Shout out to everybody smci. But there was too much talk last year. You don't know about this one. And the Quantum stocks are going to take over. You just keep it good. Look at your account. Now rotate into the that matters and hold for a long term. I get tired of telling y', all, yo, hold, hold. I know it's not fun, but you're going to chase this volatility and your broker is going to liquidate your account. Hold. For the long term, I'll be the bad guy this year.
Troy
Even when they don't like your comments, huh?
Ian
Don't matter. Don't matter.
Troy
Now I'm with you. I'm with you. And that's why it's important to stress solid companies that you believe in, you understand, and that you're going to be in for a long term. We had a call today. Shoti called me today and asked me a question. And I was like, I didn't even know he was invested in the company, but I was like, look, this is why you prepare, right? And so you have. I know some people use Fibonacci, some people use support and resistance. We see good companies shoot up when they stop pulling back to different retracement levels. This is an opportunity, right? Either we're going to reinvest or when, say, let it come down a little further and we'll get back in. So if it was in options And I got 10 contracts, if it drops down to a price that I like, all right, I might add two to it if it's a strong company. Right. We, we talked about this at the mastermind when, when we were talking about Microsoft. I'm like, look, how many days am I going to let it sit at its 400 day EMA. Am I just going to let it just sit there and then it takes
Ian
off and you're upset? Yep.
Troy
Right. It was sitting at 393. I'm like, wait, we can't. It's actually trading below the 400 day. I think it was at like 4, 400 at the time. Like, we're just going to let it sit here. We understand the story. We understand that this is going to be one of the top two or three top five for sure companies in the next five years. And it's trading at this level. Well, why? And then when we break down the why you understand it. I'm like, oh, okay, yeah, we got to grab this. It hit its point. All right, let's go now. We've been over 400 for a week. Let's see if we can keep going. You got to figure out where the levels you're going to buy at. Volatility is tough.
Ian
Yeah.
Troy
It's not easy, right? Like when you have these swings, it. It feels like, oh, my gosh, the world's coming to him. My account's coming to him. This is why we're not day trading. This is like what we've seen over the past three weeks is a day traders market.
Ian
Absolutely. Now for those of you that locked in what a three weeks has been, but if you went to sleep Friday and you didn't pay attention Sunday, you wouldn't have felt any effects of it at all.
Troy
You wouldn't have felt, yeah, we were sitting down, I'm watching the Dow. I think at one point I saw it down 1100. I remember when the NAS, when I went to sleep, the Nasdaq was down 756 points. I said oh, we're gonna have a lot to talk about tomorrow. And then 9:30 hits and I'm like
Ian
something, something's different, something's on an agreement with Iran.
Troy
It felt some, something of the sorts of. So to watch what transpired over the course of the day was pretty interesting. But yeah, stick to long term investing, right. Stick to solid companies, top tier companies that lead their sector or lead a niche in their sector. Stay with those.
Ian
And my last point, stop expecting rewards that you did not put in the work for everyone wants to crown an achievement or the bag. Do you want the long nights that comes with the bag in the championship though? Most don't. It takes a lot of work to get in these positions that you guys to be able to know it like the back of my hand. It takes a lot of work. It costs friendships, unfortunately. It costs personal and romantic relationships, unfortunately. Lock in. The great part is though, it's an amazing feeling to be able to know where the market's going to go before most world leaders do. Gotta pick, you got either. Gotta be all in, all out. So. But hopefully long term you'll be good choice.
Rashad
Is yours?
Ian
Yep.
Rashad
Let's talk shoddy.
Ian
What were your thoughts? I see your mind turning.
Rashad
All right, I want to go to the next topic because I want to make sure that we get, we get enough time to cover everything. So what are three ways to get rich during this war with Iran?
Ian
I don't think the war, it's a great question. I don't think the war is going to last enough for anybody that's not inside of the administration to get rich from it. So what should you have exposure to tech. If you want to go gas. ExxonMobil, which has been a great pick for a long period of time. And then thirdly, index funds. That's it. Now if you're outside of the market, real estate. But the thing about 2Tech2 Index, I designed it to outstand any Assassination attempts or completions, any war, any famine, any pandemics, any 10 year droughts, any Ponzi scheme reveal, any reveal of asset erasure through circular investment, every scenario, the dinosaurs coming back, everything. Hold those. So you can add Exxon, you can add tech for sure. But unless you're in that administration, you're not going to get rich off Iran. You're not invest in gold, invest in Bitcoin, you'll be good. Here's my big lesson for you. Regardless of what happens regime wise, anywhere internationally, is your portfolio safe? The four stocks that I think are AR proof and war proof, Costco, Walmart, Amgen, Eli Lilly, I don't care what happens in a foreign country, those four will be okay. The question is, given your current configuration of what you have in your portfolio, will yours be fine? Like my phone was blowing up and I'm sure yours was like, what do you think about the war? It's going to affect my, my portfolio. I'm like, how would that war affect your portfolio if you constructed it properly? Shouldn't.
Troy
Yeah, I was going to say the three ways I you took it. I was gonna say indexes and ETFs, and if you want to break it down to ETFs, then you can just take three ETFs and say there goes the basket of companies that I'm investing in. Which sectors? Technology for sure. I think utilities and industrials for sure. I think those, those would be safe bets in this type of environment or any type of environment. Right. We know that those things are always going, we're always going to need energy and we're always going to need infrastructure. And technology is going to be the reason, obviously with data centers now, but it's going to be the reason that that infrastructure and those utilities are going to be needed. That would be mine. That would be mine. I hate the idea of getting rich during a war.
Ian
Big facts.
Troy
Those sectors should be fine.
Rashad
But the whole point of a war is to get rich.
Ian
That's what you have to be on the end. That's a great point, but this isn't 1990 where Halliburton doesn't want, like they're not going to allow you to know how to get in on those contracts even shouldn't be beaten up the way that it is as a result.
Rashad
The point of a war is to get rich. I'm saying if you start a war, you're starting a war to enrich, to enrich yourself. Tell us more.
Ian
Right.
Rashad
Literally. That's literally the point.
Ian
Yep.
Rashad
Yeah. So so the whole point of war is to actually get rich?
Ian
Well, the entire point is for the 1% of the 1%. They're not going to pass the riches on to the American people. Yeah, that's what I'm.
Troy
Yes, for the people in leadership that make those decisions. I'm just saying the who and specifically like, for who to get rich. Well, because some people will and are going to. We saw that today, and we've seen that over the course of the first year of this administration have made a lot of money from propaganda and creating scenarios and creating environments where it's conducive for them to make money. But I don't think that's the overall theme for.
Rashad
Well, there's a. There's a. There's a. There's a saying oatmeal is better than no meal. So, yeah, you're not. You're not.
Troy
No, Merc.
Rashad
No, you're not gonna be.
Troy
No, Cheryl.
Rashad
You're not gonna be able to benefit the same way that the. The people in the government's gonna be able to benefit, obviously. And I don't necessarily look at it as, like, benefiting from war, but I do look at it as if you're an intelligent person and you see something you can't. I don't think that it's morally corrupt to take advantage of something that you just see with your own two eyes. You know that this war is costing $800 million a day. That's almost a billion dollars a day. That's not even sustainable. So the do the US Dollar is definitely going to get devalued even more because of the tremendous amount of debt that we continue to put ourselves in. And we still haven't handled the burden that we already have financially. Gold is going to. Gold is going to continue to go up. Bitcoin has, at a certain point, has to as well. It has no other option because it's an alternative to the dollar. And the dollar's future is not sustainable as far as the value. The dollar is designed to get devalued. That's how it's always got devalued. It's accelerating even more. So, I mean, those are two things. Like, I think if you're just looking at it from an objective standpoint, you can say, I think that in the next 10 years, gold will be higher, Bitcoin will be higher. This situation will just accelerate that. Even if it's not right now, the effects will be felt in the near future. And in the future, I mean, you look at some defense Stocks. You look at some other. Like, I don't think it's necessarily a bad thing to make a financial gain from an unfortunate situation because it's going to happen regardless.
Troy
Somebody's going to make money.
Rashad
Somebody going to make money regardless. True.
Ian
You could have said the same thing about slavery. Content opposition. Content opposition. Go ahead.
Troy
That it goes back to the moral fabric of like, are we morally investing?
Rashad
I wouldn't necessarily compare it to slavery, but it's still.
Troy
The premise is morally investing. Right. Are you invested in an RTX knowing that they're using that to bomb civilians? A child's. A children's daycare or a preschool.
Ian
Yeah.
Rashad
Are you invested? I'm not in Palantir.
Troy
I'm not. I sold it. Wait, wait.
Ian
Fourth wall. Breakage. I didn't know that was coming. Hold on.
Troy
But I still. I had Tesla too. Like, just. I had Tesla. And I'll be honest. 100% transparency here. I sold it and I probably would have made a hundred thousand if I didn't.
Ian
Yep.
Troy
And like, you got to wrestle with that. Right. But the idea is like, can you go make some money somewhere else? And for me it was like, yeah, I can. I know I can. So let me go make some money somewhere else.
Ian
It's not a one for one correlation, but if we are bombing citizens who mean us no harm, you can see a threading of imperialism and racism for profit as a result. And this part that sucks about capitalism. Capitalism will make you turn down your emotions to see the financial gain of your benefit, to then become one of the races or imperialist because it'll benefit you and your family. The other part is. I'm almost. The other part is there are no clean companies in the Fortune 500. All of them have dirt.
Troy
Because it's like the answer.
Rashad
I think. I think there's two ways to look at it.
Troy
Yeah, there's.
Rashad
There's a. There's directly in investing in things that benefit destruction, like directly investing in Palantir. Then there's things that's. Just investing in things that don't necessarily directly benefit destruction but will benefit because of the destruction.
Ian
It's more like gold against it.
Rashad
Like gold. Like for instance. Right. Like if you buy gold, you're not. I don't think by buying gold you're supporting bombings of children, but gold might benefit from that or illegal mining and things like that. So I think there's two ways to still to benefit from the situation.
Troy
You win.
Ian
Good counter.
Troy
But I mean, realistically, if Anthropic was a publicly traded company right now, I'd be investing in it. Now Anthropic is being used by the United States government. Even still, even though they told him, like, yo, we're not ready, they're still using it. I still believe in the company. Obviously, Amazon's invested, Microsoft's invested. I've been using it for four years. Would I be. I probably would, to be honest with you. Even knowing that the government was using it, It's a tough dilemma, to be honest with you.
Ian
I mean, but they also stepped away and they were trying to put measures and check with the Department of War, at least as a heart, as opposed to Sam Altman. As soon as Anthropic tried to get away, he ran to the breast of the Department of War. So I pick me. Oh, what happened then? You have someone that's a senior executive there.
Troy
Exactly.
Ian
Steps down.
Troy
Those are the consequences. That's the. Those are the consequences. And then now you got to go back and apologize and say, hey, what they were saying is actually right. You know what I'm saying? Like, he realized, wait, I look crazy out here. His app goes down in usership, Claw goes up to number one. There's consequences to it, and the government's still using it. But now Claude is back. I mean, Anthropic is back at the table saying, like, let's table.
Ian
Trying to.
Troy
Exactly.
Ian
Please, can I get some of your war coins, sir?
Troy
Don't. Don't take all my contracts.
Ian
I thought you was anti war. Like this. This. That drives me crazy.
Troy
Yeah, but pay attention to it.
Ian
Good counter, though.
Rashad
Hit the like button and share.
Troy
We gonna get this, though.
Rashad
All right, so now we're gonna get into it. The price of oil over the well first. Last week at market Mondays, Ian said that if. If oil hits 93.50, then you're going to start to see some turmoil in the stock market. At that time it was 80. I think it was like $80, something like that at that time. And then I think you said 110, 120 last night it got to $118.
Ian
Yeah.
Rashad
Escalated very quickly. It was hovering around $90 during the daytime yesterday and went to $118.
Troy
Yeah.
Rashad
And then it dropped pretty drastically today, and now it's around $86. So it's back under 90. So it was 90. Went to almost 120, then dropped down to mid-80s.
Troy
The largest appreciation in the history of crude happened last night.
Ian
One of the fastest declines. It went negative.
Rashad
And this is also the largest disruption of crude ever in world history.
Troy
Yep.
Rashad
So Donald Trump said a few hours ago that the war is almost over. It's nearly done. Like we've accomplished what we needed to accomplish, which I'm not actually sure what that means because you kill the supreme leader and his wife and his daughter in law and then they elect his son. So I don't think that he's going to have a favorable view because you just killed his father, his mother and his wife. So if anything, you just getting. And he's younger. The guy was 86 years old, so you're just getting a younger version.
Ian
Version of him.
Rashad
You just killed his parents and his wife.
Troy
Yeah. And it gets extremely complicated when your ally in this, this war says that if we don't choose the leader, we're not stopping.
Rashad
Well, Trump said it's not, it's not acceptable. He said that's not acceptable. But
Troy
that's amazing, man.
Rashad
So was this market manipulation?
Troy
Allegedly.
Rashad
Was this market manipulation?
Ian
Oh, okay, I got you. Screen. Allegedly.
Troy
Allegedly legal.
Ian
Allegedly. This is probably one of the greatest instances of market theatrics allegedly that I've ever seen for an asset as important as crude. If you look at Qatar, they ship 30% of their liquefied natural gas to the straight. Taiwan has 11 days of reserves left. Like you pointed out, he's going to war almost for no reason. But we know the puppet master and puppeteer scenario here. I've been trading crude futures since 2015. It got so bad, the NINJA called me Friday and say, I know you're not. Just want to give you a heads up though. Leave crude alone for a couple of days. I've never gotten a call from a rep at NINJA about anything contract related that goes to tell you allegedly how bad this market is. Like I said, they've turned the crude market in the Dow and NASDAQ into a meme stock moment. And normally even for the Dow and Nasdaq, for either one of them to be down 800 points and then in the American session float up 400 points, you can see the market manipulation happening in real time. Like when I said that 9,350 level, it was like, that's a warning. I didn't say there was a top. That's a warning level. Because once you get above 93 bucks to 110 the cost of goods, even in construction drywall, any petroleum derivatives, the lululemon pants that y' all love so much, that are made from synthetic dyes and petroleum derivative products, it drives the price up. So if we stayed there for two months, we would enter a deep Correction territory. And he can't have a war on his jacket and a recession at the same time going into the midterm election. So allegedly, I have never seen this kind of price disparity in crude, natural gas and such a quick turnaround. Normally this move would take three or four months to happen, not 48 hours. But what do I know? I'm just a black man on the YouTube show. What do you guys think?
Troy
I'm with you, man. I'm just a guy that watches the news, man. I called you both separately because I just, you know, sometimes in life you just, you come to sort of a realization of what's happening and I just wanted to bounce, bounce the ideas of what I was thinking off, off of two guys I respect. I called Shoddy first and I told him, look, it's interesting, right? We're watching oil come down in price, but nothing's really changed.
Ian
Nothing.
Troy
This is at like 11 o'. Clock. I'm like, yo, this has really changed. But we're watching this thing trade down. I'm just like, I don't even understand, like, they're not, they're not going to stop bombing. They're not. The war's not over. This is again, before any announcement happened in the afternoon. And I started to think. I'm like, we keep talking about oil and we keep talking about gas prices here. And I'm like, well, the United States doesn't rely on the Middle east for oil. 70 to 80% of our oil comes domestic. We got another percentage that comes from Canada, then Mexico. I think it's like less than 3% comes from the Middle East. So I'm like, all right, yes, it's a global commodity. I'm like, I get that part. But who's really affected if this oil can't get through the straight of Humus? And I'm like, okay, well, let's look at that route. 20 million barrels a day. 84% of the oil that comes through the straight of Hermos goes to Asia, China, India, Japan, South Korea. 80% of the oil for from India comes to the strait. 40 comes from, goes to China. So I'm thinking to myself, all right, if the strait is closed, allegedly, because later in the afternoon we found out that it wasn't closed. Well, what type of ships would go through? Right. Would Chinese ships still be going through? And the answer is yes. Well, why would they go through? Because they're not at war with Iran.
Ian
Yep.
Troy
Right. In fact, they're the largest contributor to where the oil is going. So this Is this is actually going to help them. Right. Then I started thinking like, well, why aren't other ships going through? And they're like, well, there's the threat of them actually getting bombed or some type of military action. And then you start thinking, is Iran going to attack a Chinese tanker? If you're at war with America and Israel, do you think would be a smart move to again attack a tanker of the second largest world economy? That wouldn't make sense. And so I, in my mind, I'm thinking that at all costs, they're going to make sure that this thing gets through safely. Who won't get through there safely? Obviously, anything that is a western country. And so I'm just sitting here like this. This is a lot to unpack. Then you come to find out that, oh, wait, it's dropping even further. Well, what's happening, what's happening now? Oh, the war is almost over. Well, why? Because we can't afford to have. Yeah, the, the economies from the east, obviously. Asia. Right. How does that affect us? Number one, if it costs them more to travel to and from with exports and imports, the prices are going to be passed down to who? Us. Right. And this is how you start looking from a global standpoint, like, wait, how long can this volatility really last and who's going to benefit from it? Then you dig even further and you start looking at futures markets. And this is when I called you, Ian. I'm like, tell me about the futures markets for the past couple of days. And you told me your information. I'm like, yo, you know what's happening in the options markets?
Ian
No.
Troy
There was over 3 million calls that happened and they were all on the call side, up to a hundred. That pullback was pretty hefty, insane. So some, somebody allegedly shorted that. And here we are sitting at 85 at the close of business. Now, some people might have had a day contract, some people could have had a weekly contract, but theoretically, the war isn't over. It hasn't been over. And at the time when these things were getting shorted, it was still pretty much, hey, bomb is going to continue. We're not going to stop until we approve of the leader that's going to be in place. We've decimated everything. We're going to decimate everything. All those signals will sell there. And here we are trickling down, trickling down. This is why when I said it's kind of crazy to think about war and making money, but like you said, somebody will make money. In fact, absolutely, somebody Made a lot of money today. If you watch that price go up to 118 where it was this morning. Right. And you had, I got the 100 oil crude contracts. And when you got to 931 and it was back at 97, you're sitting there like, what happened?
Ian
Y.
Rashad
Right.
Troy
Because.
Rashad
Right.
Troy
The options market doesn't open to 9:30.
Ian
Yeah.
Troy
It's a tough game, which is why I said last week, I don't touch oil. I don't go anywhere near oil. It's not my thing. If you do it, good luck, but be careful.
Ian
And lastly, the last three times that oil had these deep or sharp inclines was 2008, 2011 and 2022 when they wouldn't announce it was a recession. If we get to the 120s in oil, you have to, well, Biden didn't you have to sound the alarm that we are in recession given a market that we're in. Go ahead, shoddy.
Rashad
I'm thinking that's why he wanted to end. That's why he wants to end it. Because it really made no sense for us to get into a war with Iran anyway. And that's why Joe Biden, that's why Joe Biden didn't want to get into a war. That's why Obama, they've been pleading for America to get into a war. He just was the first one to actually just, just take it. But it makes no sense to get into a war with Iran. You're not going to be able to just do a regime change that quickly. If anything, you're just garnering more support for them domestically. Because you bomb in a school and then you lying about it, like you bombed the school and killed 150 girls and then get on national television and throw your Defense Secretary under the bus and put him on the spot and say, like, Iran did it, didn't they? And then he had enough common sense to say he didn't say anything. He had to go in 60 minutes and say, we're investigating it. When they got video footage of a Tomahawk missile bombing the school. So it's obvious that America did it. But you got the President of the United States saying that Iran did it, but they did the same thing in Gaza. That's the whole strategy. It's just like if you can just, if you can't convince somebody, the next thing to do is confuse them.
Ian
Yep.
Rashad
Because if you have enough confusion, then it's like, oh, I didn't do it. He did it. No, they did it. It's like it's like the Spider man meme. Everybody just starts pointing at each other, and then you can just get anything through. But it's not beneficial to America to go to war with Iran. They pose no threat to America. And we're spending $800 million a day on something that's not going to end ever. It's never going to end. So you got to kind of have a way to kind of project some level of power and gracefully bow out if you're allowed to. But it's not sustainable to spend a billion dollars a day, a day on a war that has no. No end in sight?
Troy
I think so. Spot on. I think this is the gracefully bow wow part. Like, hey, we've decimated them just like we did in June, and it's over. Yeah, but is it really right when we can watch it? I think that's why media is so important, especially social media. Everything that you said about the story, when the New York Times reporter went and he actually found out the logistics of how this war is being handled, how Israel is striking the north of Iran, which is a country with 90 million people, I don't know how you have a regime. You think you're going to have a regime change in. In two weeks with 90 million people in the country? Israel striking the north, the US Is striking the south. Where's the school lake located in the south, which would automatically put us as a country that actually did the bombing. It's. It's pretty ridiculous. But overall, I started thinking as the day went on, I'm like, wait, is this the gracefully bow out part? Is this the part where we're like, all right, we've done the mission here and we won't have people on the ground covering anymore. We're not going to send ground troops in. They said that they're not sending the Turks in there. Right. This is. How can we get out of this without looking like we were defeated or we actually accomplished something when we really probably accomplished nothing?
Rashad
And by the way, somebody said, somebody said a billion dollar date. Where'd you get that from? You could Google any. Any reputable source you contribute. Reputable. Wall Street Journal, cnn, NBC News. They all report the same thing. Dollars a day. $890 billion. $890 million a day.
Troy
Yes.
Rashad
It's not. It sounds crazy to you because you don't understand how things work. So to you, you're like a billion dollars. Like, it's like, oh, that's like. That's a crazy amount of money. How much you think it costs? To have the whole military, the Marines, drones flying through 890. I'm not just making that up. Google it. Put it put how much put $890 million a day. How much money does at least five sources is going to come up of course $890 million every single day.
Ian
And even
Troy
I was going to say our conversation ended with this and it's funny because you said it it turned into a meme stock. We were like who would have paid out all these contracts had it stayed at 115? Who would have paid out these contracts? Right. There wouldn't have been a Robin Hood to blame or Vlad to put the face of this thing. Who's paying out?
Ian
Because when you limit up this fast limit up it means to go up precipitously. So when you have a 25 or 30% jump, there's a lot of people who have made hundreds of thousands of millions and then as it drops fast you got to pay a lot on so the brokerages also are aware of the benefits of this as well. And what happened to drill baby drill. I thought gas was going to be underneath $2. Oil prices are up 60% in the last four months which is a two year high. Gas prices up 20% since December 2025. And the other part, while we can't afford this 75% of job openings in finance are erased. We can't afford a war. We cannot afford a war and just how much it costs per day. They also even had like a debt calculator for this war. We can't continuing to add to the debt to GDP ratio being higher than what it is. While there's no job market for up and coming adults, the education is breaking down, the dollar is being devalued. You have really 14 companies propping up the entire stock market. And even with that, if this investment circular investment does not work long time the real thing that JP Morgan that analysts won't say but others at Barclays have that'll lead to a 35% correction if AI isn't able to deliver on its promises. And if you invest in $100 billion at a time, how can you get a return of 3 extra 5x so much so Nvidia say. Oh Jensen said I'm not investing any more money into anthropic or open AI. No,
Troy
that's at this round, at this stage, at this stage.
Ian
If you have a God machine that knows all, why wouldn't you endlessly pour money into the God machine?
Troy
Well did you see what he announced today? We'll say I'll save that. I'll say that he will save it. But so the the president said that everybody will be very happy because he says he has a plan for the surge in oil prices as the the conflict or the war continues in Iran. He says I have a plan for everything. I have a plan that everyone will be very happy with.
Ian
True talks. I don't just be talking. I told you the price last week. I love you dearly. Send me an email and I'll put you in stock club. Clearly you haven't got your financial goal of the year to think that I'm just talking. So send Tron Rashad your email and I can put you in stock club. And bless you. I've been up my boy. I'm the truth talking. No take it. Ain't no pause. Truth talking get up on you this week. What's up yo Ian. Just be talking no more my boy. Noodles, no packing. I'm not there. Shout out to finish. You just be talking
Troy
yo. No mercury brother.
Ian
And also if you never want to have to worry about where the market is going to go if you're being manipulated or to invest in oil or any stocks around the world, go to ianinvest.com and join our stock club. I am more loving and appreciative than I am right now. Back to you Tron Rashad. Join stock club yo.
Rashad
Yeah well oil get to 200 Iran that's they saying that they're going to put a pressure on the oil market and they're stopping shipping but they're also bombing allegedly. Who knows who's bombing who at this point. Like I said it's the Spider man meme. Will oil get to $200 a barrel?
Ian
I get the concern. If you look at so the all time high for the stock USO was 953 36. That was in 20 2009. If you look at the crude market the all time high was147.27. That was in 2008. The probability of us going to 200 for any person who is in power is probably less than 300%. If 125 to 130 is a recession 200 would be like snap level to our fragile circular economy truce talks. So no there's less than a 3% chance of it happening. But if it does the your last concern will be futures, options or stocks because that means we will be in severe depression and there's a lot more levers in place now than 1929. Even Trump as maniacal as he can be. He doesn't want to see Oil at 170, 190 or definitely 200. It will send a signal for a lot of people to sell off everything, which will cause a complete collapse of the market as we know it, and it'll probably take eight or nine years to recover. So I don't think so.
Troy
I think his. His team as. Mania. I like the word maniacal.
Ian
As.
Troy
As they are. They. They know that it can't get to that level.
Ian
We can't get there. Nope.
Troy
Just from a domestic standpoint, From a political standpoint, you know this is a midterm election.
Ian
Right.
Troy
And they're approaching that area. If you have oil at those levels, you know that that is the now selling point. That will get you out of position in the house and senate and potentially, who knows, it'll be a new administration and it won't be from your party. If it stays, they won't allow it to get to this level. But if it does. Yeah, this is a catastrophe. That's a catastrophe.
Ian
Yeah.
Rashad
I mean, it just depends on how long he's. He's forced to stay in the war.
Ian
Tell me more.
Rashad
If he's not able to leave then
Ian
like after the fourth year.
Rashad
Well, hopefully we leave way before then, but.
Ian
Okay.
Rashad
If he's not. If he's not able to leave. If he's not able to leave, then it's going to not going to get better.
Ian
If he isn't able to leave due to other forces. Is that what you're talking about?
Troy
Like, we.
Ian
We're alive, we're live. Yeah.
Troy
Our troops leave and there's still attacks on u. S. Interest.
Rashad
If we're not able to leave the war. Okay, we're not able to. If we're not able to get out of the war.
Troy
Yeah, that's what I'm assuming. Right. Let's say he says like, we're done, but they're like, nah, we're gonna continue attack American interests.
Rashad
If we're not able to say that we're done.
Troy
Okay. Because he might just say it and we might not be done.
Rashad
Everybody answers to somebody.
Ian
Hey, true talks. Clip that up. Listen to what he's saying.
Troy
He fits in there.
Rashad
Nobody's bigger than the program.
Troy
Well, you did say he's the exception, though.
Ian
No. Who?
Troy
Trump? He not the exception.
Ian
He barely. Lieutenant.
Rashad
He's barely a lieutenant.
Ian
Now, I know we can't say it because we live, but if you work
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Ian
Check in all the time.
Troy
No flies.
Ian
Check in all the time. What's up, big homie? Every time.
Rashad
What?
Ian
I'm not gonna get this canceled. Two talks. You see me on Good Morning America. I love you. Okay, but Senor Drum for D R U M P F His real name. He checks in every week.
Rashad
Yeah,
Troy
okay.
Ian
Yeah. Did you write anybody answer to somebody.
Rashad
That's a fact. Is chasing oil after geopolitical spikes historically a losing trade once the initial panic fades?
Ian
Yep. Don't panic. Don't chase. If it's not in your blueprint, like, it's the same thing like with meme stocks for me, like, if you, you have a skill set to make money. If it's not in your core, leave it alone. Like, you don't need to rotate to NFTs. And I want to be very honest with our audience. They'll make something hot. Like, think about corporate America. They pushed us out of corporate America, forced us into entrepreneurship to chase these shiny other trinkets that become available, like NFTs, like meme coins, et cetera. If you're not a proficient or trader or proficient natural gas trader, now is not the time to chase. This will be a good entry point to begin practicing, but it would be the same thing as me saying, okay, well, I see what you're doing. I'm going to start a YouTube channel and think I'm a no algorithm. Time to post headlines. It's the science behind that, right? It's the same science in different assets. And every asset has its own temperature, its own personality, and its own rhythm. That's why you have people that were on the floor. They were just bond traders. They traded crude, they traded wheat. They tried live Cattle. It's too hard to master all. So, yes. If you have not been practicing it, I wouldn't chase it now. And you, you have a better return just investing in trading gold.
Troy
Yeah, it's. It's not for the faint of heart. And I'm saying I don't trade it because I actually tried to learn it. Like, I was studying liquid natural gas. There was a company, Polar Glng, and at the time, I think it was like $12. And I was like, you know what? Calls didn't go out too far. I saw the potential there. I saw like, obviously, energy is always going to be a story. I bought calls on it. The thing did not move. I promise you. The day I sold it, this is probably like March of 23. The day I sold went up like 10 cent. A month. After that, it was up $5. And then it. Now I think it's training, like in the 40s. I was just like, you know what? I can't get the rhythm. Then I did it with Marathon, and we actually. I did pretty well on Marathon. And then I heard Warren Buffett talk about, is it. What was this? O. Oxy Occidental. Occidental Oil. I looked at it. I'm just like, it's just too. I. I can't get it. I can't stick to what you know. I'm not trading Chevron, I'm not trading Exxon, none of them. It's just not my will basketball. But it's good to know that, too. That part is like, if you want to have a con, that's really not what I do. I could sit here and tell you, like, hey, this is not what I do. You want to talk about tech, you want to talk about semis, we can talk about that. You want to talk about energy, we can talk about that. Oil. Not my will. Basket. Shout out to everybody that does it.
Rashad
And then also do remember that Trump already lined up his next invasion with Cuba. Oh, my gosh. He already got that lined up already. So once we. If we do leave Iran, we already. They might as well just send them straight to Cuba because he's already. He's already put that there and has already created a humanitarian crisis in Cuba as far as. Yep. Stop them from getting oil. Got blackouts. They got sewage on the streets. Kicked. Made. All of these other countries except for Spain. Spain stood it. Stood their ground. He told. He told the President, sit the down.
Troy
I didn't see. I couldn't read his lips. But he did. He told him something and he Said Trump is crazy. He definitely sat down like crazy.
Rashad
He said, sit the down, but he sat down. Trump is crazy.
Ian
He moved like a person who know they got a big homie or he's the big homie.
Rashad
No inferiority complex, a bully. Only bullies because they're getting bullied on a certain level.
Ian
Yep.
Rashad
They're projecting.
Troy
Most times they've been hurt. Yes.
Rashad
Hurt people. Hurt people.
Troy
Yeah. But they've talked about the histories of how. Well. Well, you know what? That's another.
Rashad
But the president from Spain, he definitely sat. He's definitely sat down, but at least they didn't kick out the doctors, unlike all of these other countries. Very disappointed in Jamaica. Very, very disappointed. These are countries that Cuba's helped. Cuba has been a lifeline of all of these countries for a variety of different years. Even going back to Africa. They. They sent support troops to Nelson Mandela. Like, say what you want about Cuba, they've sent doctors all over the world and has. And have helped when no other. When no other country wanted to help, they would.
Ian
Yeah.
Rashad
And then as soon. As soon as America, as soon as America made the phone call, all these countries that they've helped for so long said, I no longer know you.
Ian
I just. I put on Instagram helping overrate it past a certain point, outside of your close, close friends, family, allies, you won't get the help back that you give. It's a ratio to that. So it's unfortunate. They're also afraid of the pushback if they give the help.
Rashad
I mean, I get it. You know, it's like, nobody wants to be on the. On the opposite side of America. Nobody wants to have. But it's like, damn, that's kind of tough. You could at least put up a fight.
Troy
No, Sit down.
Rashad
At least try. Like, you know what I'm saying? They just threw them under the bus for, like, first phone call. They didn't even get three phone calls.
Ian
Yeah, it's tough. What can you do? What can you do after Cuba Tax.
Rashad
Next man, he's on a. He's on a rampage. I mean, he did the Cuba thing. He's doing a Cuba. He's going through the Cuba thing.
Troy
They had a checklist of the countries, and Cuba was the last one that I saw.
Rashad
They'll. They'll come up with something else.
Troy
Figure something else out.
Rashad
Syria, that was.
Troy
They already asked that one off.
Rashad
What? But I'm saying, America going to get involved in that next, probably. Who knows? But, oh, Africa, they already had a little Nigerian thing that was a little. A little thing. But they'll come up with some terrorist organization that they have to check out.
Troy
The American ambassador to Nigeria, Nicki Minaj.
Rashad
Barbs.
Ian
I said I wouldn't say nothing about Nikki no more. So I'm gonna keep my promise. But it's. It's hanging right there at the rim.
Troy
Oh, boy. Shout out to my Trinis.
Rashad
Trinity has another country that sold them out. All of these Caribbean countries sold them out. Shame should be because America told them what to do. What's the point of being a leader if you can't. If you can't even lead your own country?
Ian
Yeah.
Rashad
You have no sovereignty. Like, that's what Nelson Mandela. I respect Nelson Mandela. When he came to America, he, He, he refused to denounce Yasser Arafat. He said, look, your enemy is not my enemy. I can't. I can't. What kind of. What kind of. What kind of leader would I be if I. If I just denounced my friends that have helped me? I don't have to support them in. In that same way. But your enemy is not my enemy. And we can still be friends.
Ian
You believe that in personal life or no?
Rashad
It depends. No, it depends on. It depends on our relationship.
Ian
Relationship. I feel you.
Rashad
It depends on the relationship.
Ian
If we just casual, don't. Don't ask me to go to war. But if we ace. Boom.
Rashad
If we casual, no.
Ian
Yeah.
Rashad
But if we. If we best of friends. Yeah.
Troy
Y' all hear that? Anybody that got a problem, we got problems.
Ian
Yeah. We're not gonna record you.
Troy
Just so you know.
Ian
Yo, they told me, nah, nah.
Troy
But yeah, y' all saying it to the same person. Don't hit me on the two way
Rashad
question from the audience. Somebody said mu. Is it time to invest in mu?
Troy
I'm always invested in mu. You should be as well. I think when you listen to the episode, when you listen to the episode on Thursday, this will definitely be a company that you. You should have on the forefront. Not just that as a company, but as a sector. Now, why is this important? MU is going to be reporting on the 18th, and so we're looking forward to that. But also, this is how the Iran oil situation plays a factor inside the memory story. Because I told you where 84% of the oil goes, right? Those countries that I said it was Asia as a continent, but more specifically Japan, China, India, South Korea. And I intentionally said South Korea because if you look at the number one and two memory companies in the world, they exist on that country's land. That is Samsung, that's SK Hynix. If you watch their stock over the past couple of days, you starting to see a decline in their stock.
Ian
Why?
Troy
That's because their plants are there, their fabs are there. The oil trans it that's going to affect them on the bottom line. But a company like Micron, which is American name. That's why I said if they're going to make America great find American companies that are great. Yeah, it is the American leader in the memory sector. They already have fabs that they're building throughout the country. Memory is going to be a story. In fact, one of the pieces of the conversation about Claude and OpenAI was that the idea that Claude will now let you bring your memory from another you can now important which is incredible. So all the history that you have in another chat box, you can now bring the Claude which is different. None of it works. Again, none of this works. If it can't remember, if it can't take those prompts, give you feedback, learn from the feedback. None of it works. Memory is a story. Micron will always be a story. It's sitting here at where we at right now. I think it was a 3.389.30 389. This is going to be a 400 stock before the year's out. I wouldn't be surprised if it gets to 500 before the year's out. But we'll see what the geopolitical factors are. But we've been in micron since 83 so we're long on Micro.
Ian
Yeah. If those who want to entry stock club I won't give our entry prices are on Kajabi but if it gets to 351.90 that's a good entry point if you haven't had access to it yet. I agree though they should be 400 zone and by summertime probably 443 2. So yeah, hold on for long term. Once again, if you're invested in great companies that are rooted here that have great fundamentals, great profit margin, you don't have to worry about the international triage that could happen.
Troy
So yeah, we saw and we saw with all this going on today, I looked up and I'm watching Sanders up 61 and I'm watching Western Digital. Western Digital up $16 and obviously Micron had a pretty decent day too. That memory sector is. I mean it's a vital piece of the AI story.
Ian
TP International too.
Troy
Everybody, you're going to need it.
Ian
So not just here.
Troy
Invest
Ian
in this war though. What could cause a crash? Not Iran. Keep your eye on China and if they decide to make a move on Taiwan, the diversion is what I'm worried about. Especially if they think that's something that's already theirs, that's the linchpin that can cause a black swan event. Not, not. That's not it.
Troy
We can't put that out there, man.
Rashad
Even though they, somebody, somebody had said that, actually, I know that's. So some people think that the US went to war with Iran because they want to weaken China. Then some people think that China has not interfered with this war because they want to weaken America and just let them bleed themselves dry and spend, spend a billion dollars a day, create all kinds of domestic dissent, which is currently happening. And, and then when they're at the a weak point, take our take, take Taiwan. What are you going to do? Have four, four world wars? Now you're going, now what are you going to do with China? Why are you still fighting Iran? Why are you still threatening Cuba? Why are you trying to hold together Venezuela while you trying to balance a budget? Like if, if China theoretically invaded Taiwan today. America's not in position to do anything.
Troy
We're in trouble.
Ian
We're in trouble. The best thing sometimes is to be patient and sit in the bushes and let the little ops fight it out and then go attack. I think, I think they're on the board that matters.
Troy
They're watching that very intently. I think that's a great point. I mean, of course they're watching. We haven't heard, you know, their thoughts on it. But who knows? What if they're supplying materials right to Iran? I mean, allegedly it could.
Ian
How would we know it would be in their best interest?
Troy
You see what I'm saying? The other part is that yes, oil due to straight hormuz is very important. The US may say, hey, we'll keep this open, we'll keep the safe so that you can get all of the crew that you need. Make sure that your tank is getting there. We'll protect safety in exchange China, hey, we'll help this happen. Can you help us with the rare earth materials that you dominate the world in? There might be a play there. I know that he's going to be meeting with the president of China on the 31st. So it'll be interesting to see what that meeting entails, what will be at the forefront and if we'll still be in this war by then, who knows?
Ian
And we have a dying relationship with Europe that's not being talked about enough. And their value in the world economy is slowly shifting in Terms of power, we have to be very careful not to make so many enemies that other countries are forced to run to China, which will strengthen brics while we're being weakened on most fronts.
Troy
What do you think Europe's greatest. What do you think Europe's greatest asset is in terms of company?
Rashad
What is their greatest asset?
Troy
Yeah, in terms of company like Africa.
Rashad
That's their greatest asset currently to this day. Still, still, still.
Ian
It's not funny, but that's a hell of a take. And you're right. I know you were talking publicly traded companies. If we gonna be answered. Be honest.
Troy
The damages, even.
Ian
Even the. The publicly traded companies of value are sitting on the foundation of. That's the.
Troy
I think that's the root answer for sure. But is there a company. I mean, for me it would be. I would think automatically asml, that is the most important company on that continent.
Ian
I don't.
Troy
I'm trying to think if there's another one that I'm like,
Ian
Is SAP in. In Europe? Them Spotify. Spotify is number one lvmh arguably in terms of like global dominance, but in terms of like market moving, it's not. I would say SAP.
Rashad
Asml before they, they fell off.
Ian
Before they fell apart. Yeah, yeah.
Rashad
That's why I'm not joking. Africa. That's why. Look, look at the shirt. Thomas Sankora, all of these like France.
Troy
Oh my.
Rashad
Has been bleeding Africa dry for years. And they still are. They still are. If they lost. If they lost all of the revenue that they get from Africa, then the Europe, the European economy would collapse.
Ian
Collapse.
Troy
Taking the raw materials and selling them back to the countries.
Rashad
They don't have any. They don't have any Fortune. How many Fortune 100 companies does Europe have of note?
Ian
Like to be off the top of my head, maybe GSK is a value asml, lvmh Novo, maybe Roche, but Roche not fucking with most of the companies in the Russell 1000. So to your point, it's not like a AstraZeneca.
Troy
I was, I was thinking AstraZeneca and I'm like.
Ian
But it's on. Those would be okay tier companies in the Russell 1000. ASML and then Nestle, if you want to go into the history of that imperialism and racism as well, but there aren't many. The dividends definitely is from the illegal forfeiture of Africa.
Troy
Yeah, I think yo, the crazy part is I think we settle more
Ian
Spotify.
Troy
L' Oreal's in the top hundred. L'. Oreal.
Ian
Yeah, yeah, yeah. But I can't name ten it be tough.
Rashad
Cold world. Cold world.
Ian
That's a great point. And for those of you who don't know, the geopolitical backdrop of a country has a profound effect on how well the stocks and indexes of a country are going to perform. So for those of you, like, why are you guys talking about this if you don't like America, believe it. You clearly don't know how politics works. And I don't know.
Troy
Okay, just.
Ian
If you don't blow the country, then you might as well go ahead and leave. How, bro, I'm doing better than you in your.
Troy
Go back home.
Ian
I don't hear that. Stop. Respectfully, go back home. What happened to drill baby Drill Autumn campaign promises he made and I'm not yo. Everything he said Kamala was going to do, he did.
Troy
Everything she said he was going to do, he did.
Ian
For sure. Not saying she a perfect candidate, but boy, when people get to. I keep saying, whenever they project on you, are we gonna be in war? Same with Obama. He's a bad leader. He's gonna have us in war with. With Iran. Here we are.
Troy
Surprise.
Ian
Here we are. We gonna be winning so much. You're gonna be tired of winning. Put it in chat. Do y' all feel like y' all winning as such an exorbitant amount that 75% of finance jobs in the United States of America are go. I've talked to several recruiters. They're like, either they're not there or the candidates aren't qualified. It sucks.
Troy
Yeah, we gave out that statistic last. It was. I think it was last week. We're saying, yes, tough for college graduates to get jobs, but even when they get them, they're not staying there more than a year, maybe six to eight months. The other, the, the new narrative that I'm hearing a lot is that, yes, a lot of jobs are not hiring, but they're also a lot of jobs that are not firing. So we're at this stagnation point. Like, is that the. Is that what we're going with?
Ian
And most people have no incentive to stay longer than two or three years now anyway. Go ahead, Rashad.
Rashad
And one of the things that Sunifa said was that AI is going to make everybody an entrepreneur by force. So sooner or later, the job market is not even going to look the same how we traditionally think about it. Everybody's going to be entrepreneur, even if you don't own a business. 1099 contractor. And working for several different companies as, like, a freelance worker.
Ian
The freelance economy
Rashad
yeah, no health, no health benefits. Get it on your own.
Troy
Look at this.
Ian
This is scary. Go, Troy.
Troy
No, I was just going to say it. It's one of those conversations. We talk about healthcare, educate all of it. Everything is going to change, but we got to prepare ourselves for it.
Ian
Eight is forever. We're not fear mongering. We're bringing you international news conveniently at your doorstep so you don't have to go through it. But if you have an issue with someone of my husband, a person of a fear of skin tone has said Brian Armstrong of Coinbase. Very soon they're going to be more AI agents than humans making transactions. They can't open a bank account, but they can open the crypto market he espouses. Not only would there be more robots than humans in the world, there will be more transactions done by AI than human beings. By 2035, I might have made you money. Please put yes in chat. This is not Just because you don't know it don't mean it's fear porn. The intellectual aptitude that you need, will you put in them comments have to raise before you can criticize someone of our ilk. Me especially, respectfully, give me an email and I'll put you in stock club and get you rich. Because clearly a lot of y' all who make them comments, you ain't hit that financial goal for 2020 26, my boy. I hit my January 9th. Rest in peace big.
Troy
Yo. Rest in peace. But that's a fact. Rest in peace Big.
Ian
I got time this year. No, no, no, you following yo.
Troy
You know what's great is that in the middle of that you thought to say rest in peace.
Ian
Rest in peace.
Troy
The big greatest rap of all time died on March 9th.
Rashad
Rest in peace big. Happy birthday to Az.
Troy
So happy birthday. So
Rashad
is the market being propped up?
Ian
Of course, yes. Yes, the market is permanently rigged to stay up. But with this, even if you look at the thesis of AI, it has to work for the American economy to be okay because there's no other big asset to invest in to make it rise. Even in that, if you take it, if the other side of it, I don't like the fear mongering that maybe a Kiyosaki or Peter Schiff would do on this topic. But I do think too much money has been invested into the space without an explanation of how return is going to be given. So is the market propped up? Yes. But is it for our benefit long term for it to be propped up?
Troy
Yeah.
Ian
What do you want it to be? Bread lines, even the inclusion of automatic investing, automatic indexing, that is a form of propping a market up as well. The alternative is we don't have as many deep drops as we used to have. And a move like the one that happened on Friday, Sunday and today in crude would have crippled most investors 15 years ago. So is it propped up artificially?
Troy
Yes, yes, I'm with you. It's. Yes. It made me think about. And that. I mean, last week's episode is so important. This one is. Every episode is important. But I was. Remember when I was like, yo, this is a resilient market. I don't even like the word resilient, but I feel when I listen to it, I'm like, maybe resilient is the word, but like, that should technically cripple the market. A war like that, oil going to. We should be saying like, what happened Sunday night? And we were sitting next to each other at the game and I'm like, damn, down 1100. I'm like, all right, well, it's going to be a rocky road. We're going into quadruple witching. It might be a rough march. And again at 10 o', clock, I'm like, you know when you check your account and you think it's going to be down a little bit further than it actually is, I'm like, you're like,
Ian
it's not that bad.
Troy
Exactly. That's exactly what I said to myself. I'm like, this ain't that bad. Hold on, let me, let me watch what's going on. But yeah, it's propped up the, the circular economy thing. I mean, it's definitely something we got to watch. I think tomorrow we should really be paying. And if you watch Market Mondays, I would pay attention to how Oracle reports tomorrow because I, I think they, they, they still are making revenue, but the amount of debt that they have occurred or in plan to occur will definitely affect future earnings. And I think if you want to look at future earnings, I think that's one of the metrics you should definitely pay attention to, because if you invest in a company, you want to make sure that they're going to be making money in the future. When we talk about PE ratios now, people will look at it and say, like, hey, this is where we're at today, but that forward PE ratio is, is vitally important. So tomorrow is a big day for the circular economy theorists. Where, how are we going to pay for this? Are they going to be able to make money to pay it back? And where are we headed? Is the demand still there. We saw Broadcom last week. We saw Nvidia a couple weeks before that. The demand seems to still be there. The idea now is again, from some of the hyperscalers, how are you going to make money from it? And from some of the infrastructure companies, how are you going to make money to pay for it?
Rashad
What's the out. What's the outlook for Eli Lilly Narasha?
Ian
I gotta ask you, because you the conservative one of the bunch and you got a crystal ball when it comes to that. Do you think that the market has propped up and let's say if you were starting from scratch and somebody gave you 500 grand, like, would now be a time to deploy, or are you cautious about the future guidance of what the market looks like right now?
Rashad
The market is definitely rigged to stay up, but the US economy is rigged to stay up. And then the globe, the global economy is rigged to stay up. So everything is rigged to stay up for sure. The problem with the rig to stay up thing is that everything is rigged to stay up until it's not rigged anymore.
Ian
When do you think we have some turnover?
Rashad
That's the only problem? Oh, sooner or later.
Ian
Are you saying that may happen? It's a valid question.
Rashad
It always does. Historically, if we just follow history. Yeah, it always does. Empires fall because of. Empires don't usually fall because of external threats. It fall because of negligence, poor leadership and infighting and overspending. Overspending in debt. That's how, if you really study India, that's how India got conquered. India wasn't conquered through material might by the British. They was conquered by debt. The British Tea Company. So they came in and then they just started buying. They just, they was, you know, what they did was they set up trading routes and before you know it, it was just, it was 1, then it was 2, then it was 5, then it was 10, then it was 12. And then the Indian economy became so weak because they owed the British so much money that they had no choice but to just surrender and Britain just took it over. It's a very interesting case study if you're interested in geopolitical political history. But India was not forced to surrender. They. They were. And that's happened a few times in human history. I say that to say, doesn't it say in the Bible like the, the lender, the, the owner has the debt over the lender? Is that the, is that the sentence? Something like that.
Ian
I'll take the paraphrase. I'm not mad, but I thought some debt is good and if you get
Troy
to do that at the proper utilization
Ian
rate and then you can then take the utilization. Bro, I hear you. So that is an instrument of war economically.
Rashad
And that's what Ray Dalio says. Ray Dalio, no matter how you feel about him, he is a good follow on Instagram. I will suggest that because he does make a lot of great Instagram posts and they're very digestible and he's very bearish on the American empire. Some may say overly bearish, but he does make, he does bring good points. And so yeah, it's not going to be sustainable. Hopefully it doesn't fall apart tomorrow.
Troy
Please.
Rashad
Or the next 10 years. There will come a point in time where the American empire will collapse and it will be. And it will be from negligence, infighting and debt.
Troy
Interesting thought because if we unrig now, are we talking about the market or are we talking about the economy?
Rashad
As long as the economy is holding up the market. Once the economy falls and the market falls and the government. So it's only so long that the government can continue to infuse money into the market when at some. So this is what happened in Greece. They couldn't. They couldn't. They couldn't put money in Cyprus, they couldn't. They, at a certain point in time, they could not start. They stopped putting money in. It was a rush on the banks. They shut the banks down. That happened in real time in a quote unquote, first world country.
Ian
Yeah. And also to that point,
Troy
yeah, we should talk about the bond market and the Treasuries yield and all that. But I'm asking that because, and this is part of the conversation that we had as well is that we're living in an interesting time where the private market, private companies, well, some of them are publicly traded now. But the power that they have, it's when anthropic has to. The government has to ask anthropic, can we use your property? That leads to an interesting proposition where you're having private companies now dictating what the government can do.
Ian
When you say ask a sign of a.
Rashad
They. They didn't. Yeah.
Troy
I think ask is not the word. But hey, we need to have full access to, to your product. Right? We need to have it. We're demanding that we have it. We say no. How many companies? Right. Because we don't know the companies of the future. What, how much power will they have?
Rashad
We don't.
Troy
That's. That's like a.
Rashad
They don't. A company can never have more power than the Government, when you. The word ask is a tricky word because anthropic is going to end up doing a deal with the government because they, and we talked about that in the episode that's coming out on Thursday. But what we're seeing is the government intimidate and force companies to do things that they don't want to do.
Ian
Want to do that.
Rashad
That to me is extortion. That happens in, quote, unquote, communist and social business. That happens, that happens in Russia. You, that's not supposed to happen in, in democratic countries. That's exactly what's happening. We're seeing. He told Netflix, fire. Fire Susan. Right? Or face the consequences. Because, because she just said something. She didn't even do anything. So I think when you talk about fascism and you talk about communism and you talk about socialism, everybody hates these words. But what we're living in is very similar to that. And governments will always have more control than companies. That's why in China, Jack Ma says something about the government disappears for 10 months. He's the richest person in China, but he's not the most powerful person in China.
Ian
And in America, the inmates run the asylum. And that's only because of the weakness of the economy. In the 1960s and 70s, the CEO of 4 couldn't tell the president shit. You take orders. The reason why you have more tech CEOs running, quote, unquote, Washington is because of the inverse nature of how the economy is going. And they need their influence and it's a symbiotic relationship. But a good a government that's run well economically, you would never have that.
Troy
I think that's the point that, that, that I'm trying, like there was a point where that wasn't the case. Do we see that intense intensifying over the next five, 10, as tech becomes more prevalent in our everyday life? How much power, quote, unquote, do they display? And does that hold the market up and the economy at the same?
Rashad
I don't think they really have that much power as far as they have a lot of power. But they all had to give Donald Trump a million dollars for his inauguration. The Washington Post, for the first time in modern history, did not endorse a candidate because Jeff Bezos didn't want to get on the bad side. Google settled a lawsuit for $200 million with Trump because he said that YouTube smeared his name. Like, he's put these companies in very, in very embarrassing, compromising situations and not one of them have stood up to him. Not one. Mag7 major tech company has had open opposition to Donald Trump and they're not going to. So who's in. Who's in control?
Troy
Well, I'm saying like that. Well, but over the masses.
Rashad
Right?
Troy
Like if we're talking about our population. Mark ZUCKERBERG Access to 3 billion accounts. Right. Google the large today just got announced as the largest media company in the world. Power in that sense, where they can control the minds of propaganda and of a population in that sense. But you're saying who's sending them the
Rashad
message and who's telling them the propaganda to control.
Troy
That's true.
Rashad
Tick Tock. Went out this week for two days.
Troy
I have no clue. I don't even have an account. It did where I just came from.
Ian
Somebody texting of the algorithm.
Rashad
That's suspicious.
Troy
They gotta figure it out. U. S. Control now. We gotta call Larry. Somebody call Larry.
Rashad
The Vatican has an AI Ethics council.
Troy
Yes.
Rashad
This is something that we were told.
Troy
Allegedly we were told.
Rashad
Why does the Vatican need to have
Ian
an AI Rashad, we can talk about. We can talk about BB Yeah. He doesn't want me to do that.
Troy
Yo, bro, I'm just trying. Trying to feed the kids, man. Feed the babies, man.
Ian
That's the program.
Troy
What the. The movie.
Rashad
The program.
Ian
That's a good film.
Troy
That was a great.
Ian
My boy was like, crazy that summer.
Troy
Ain't it the real steroids. And that was based on Florida State Bobby Bowden. Rest in peace.
Ian
Yeah.
Troy
What's the next outfit?
Ian
Peter Till giving it enough.
Troy
Lily was down. Lily was down. We saw Novo settle this lawsuit with hims saying that they're not gonna make any more fake drugs. Hims went up by, I think, 6%. Novo. It was trending positive today. Lily was positive. I mean, I. I think our consensus is we. We still ride with Lily. What's your thoughts?
Ian
Yeah. Cause just because Harold Miner had one good game in the off season don't mean Jordan. Not Jordan. I. I like, if I'm. If I'm. Be fair. I like the idea of hims. They are just in a category where you have some elite executives and elite infrastructure that's hard to beat. I know they gapped up. I know they went from like 15 to 22. That's okay. I was just telling somebody this weekend, like, did you hold Lily for the last year? Like, no. I missed out, man. I'm thinking about getting the hymns. I'm like, so you're gonna make two dumbass decisions in one year? Like, why? No, I still like Lily Moore, the one that I like even more. Amgen slept On Tim Duncan dominant. Well, we gotta have a conversation about that Kobe era. Rest in peace to. To Kobe. But Tim dominated during that era and don't get enough love for the domination that he had during that time period. So Lily,
Troy
you just gotta throw that out there.
Ian
Tim was giving Shaq hell.
Troy
Let's talk about. Throw it on a topic list for Wednesday. I'll put my camera on blackout.
Ian
Okay. Yeah, please.
Troy
I would love to have that conversation. I'm a Kobe guy.
Ian
Me too. Rest in peace. Shout out to Adrian Moyer. Love you Julie. But yeah, Lily is amazing. Amgen is amazing. I get the idea and premise of hymns and if we were in a different economic environment, I probably would be proud. For me I would have to wait till it got to like $11 and 13 cents before I would want to invest into it because the headwinds are too strong for Amgen and Lily as a result. Do I think they'll push up maybe to 33 bucks? Very good chance. But I'm not swapping them out for Lily. No. No way, no how. Shout out to Rob Parker. I'm in a silly ass mood. What y' all said? Y' all want a pineapple? Black jagged leather or to come back? I'm back.
Troy
Yeah, that was the pineapple. Was juice was. That was, that was a great time. Great time. Shout out to Puerto Rico.
Ian
Yeah, for sure. Oh, 97101. That'd be a good place to, to enter if you're going to hold for a five year period. What you say, Rashad?
Rashad
Is this a buying opportunity that we're seeing in the market right now or do you think that.
Ian
I think Lily, yes, but not yet. 971 is like if you want a real entry, I would probably wait to not like if I want to load the boat, I'll probably wait till like 9 11, 9 1303. So if I want to. If I had like a spare million just under the couch, that's where I will put it. I gave the initial entry. Like if you are can't be patient. 9:1303 if I want to load the boat. But the entry of 97101 I do like a hell of a lot so.
Rashad
And what about the market just in general? Like is this a, is this a moment even though the market was up today, Is this a moment where people should really get ready to put money into the market?
Ian
Hell no. We have deeper drops coming as a result. And the number one thing that you have to remember is in for an investing environment is investors like safety we aren't in the safest environment. We talk about geopolitically. You have to factor in midterm year, how tough that can be. And if you have to ask a question, am I safe right now? You're not. So we're going to have deeper drops even from Microsoft. Like I asked some people in stock club like is this drop is real and are we going to go further? If Microsoft is going to potentially drop to 365 and they're a great company, one of the greatest American capital companies is publicly traded ever. Top five for me, all time. Other companies are going to suffer as well. So be patient. The great part is though, if you're patient, it can wait in two years from now. Oh my God.
Troy
Yeah. It's the financial discipline part if you look at it. And that's why I think having context is important. We haven't really dropped like we that much 1 2%.
Ian
Like three months. 2%. Yeah, yeah.
Troy
So like a correction hasn't happened yet. But I heard an interesting thought about maybe it's not an overall drop in the S in the indexes. Right. It's not the S P is not the Dow, not the Nasdaq but more specifically sectors. So software has had a correction. Right. There's no denying that financials are in a drawdown right now. Right. Like maybe it's more niche to specific sectors that are going to have their moment. Even tech, right. Is kind of consolidated. If we're talking about seven where they haven't traded to the upside. Even Nvidia like we if you've watched this over the past definitely month, you've seen it go to 174, 175 and pop right back up to 182. It just keeps ranging in that same. And again that that's where the support is at. Right. Like we saw the resistance that hit at 212 in October. It hasn't gotten back there but it keeps hitting the support line and bouncing off of it. So it's been consolidating. I feel like maybe it could be the way that this market looks because of the uncertainty, because of all the things we said, the mid midterm elections, potential future guidance for some of these companies, supply chain issues. Maybe it is more sector specific than it is overall market. So there could be opportunities but it might be niche.
Ian
And that's the great part about the indexes. And while we scream that if companies are underperforming in the indexes they're going to just take them out, you're seeing it with I won't name any because I don't want you guys feel like I'm beating up on any particular companies. But they'll take five or six companies out and hey Micron, come over here. They'll go get the best of the best and just put them in. So that's why some Companies are down 15 but the ES is only or S P is only down 1 and a half or 2%. They'll rotate the bad companies out really quick as they should. We'll talk about rotation on a roster on blackout Wednesday. But back to you Troy. Rashad.
Rashad
Oh man. I think somebody said we're still talking companies. It's dollar cost averaging out. No, I don't think you know the strategy is dollar cost average. You continue that. I think when we talk about like to deploy money into the market that's like lump sum.
Ian
Yeah. Large amount. Yeah.
Troy
We haven't had a pullback yet.
Ian
No. That's the crazy part.
Troy
Yeah.
Ian
These companies and like you said software is getting beat up and the overall indexes haven't shifted down that much yet. That's another reason why you got to resolve this war because if this goes on for two or three months
Troy
Cyber security another that has just gotten beaten down. Z Scaler for they've all beaten down. There's going to be an interest. We should watch all these companies tomorrow. Crowdstrike, Salesforce, Snowflake. What Nvidia is going to announce tomorrow or probably over the next couple days. They've given them an ultimatum. Please partner or we're going to die.
Ian
Get down Snowflake. I feel so bad for because it has so much promise.
Troy
Yeah.
Ian
Peaked at 421 and 2021. Told you guys I said 182.84 but like you said also being in that ecosystem Nvidia probably is the first company that has the ability to be the greatest product maker and greatest venture firm at the same time.
Troy
They're doing both.
Ian
They are the Great Wall of China technologically. You're either going to have to partner with us, let us invest or we'll figure out a way to neutralize you.
Troy
Yeah. So they, they've, they've told Salesforce, Cisco, Adobe and Crowdstrike let's try to forge a partnership for their new agent open source platform. So let's see what happens.
Ian
Make that call Mark. I love you dearly. You know I look your Tony Robbins got caught. Make that call real quick.
Rashad
We talked about this earlier so I don't know if we want to talk about it again. But the private equity financial crisis.
Troy
Yeah, I think that, I think that's where it's at.
Rashad
All right.
Troy
Yeah.
Rashad
So skipping right along, should investors hedge aggressively because of global debt, war risk and AI distribution? AI disrupt, AI disruption. So yeah, should they hedge aggressively? And if they do, and they should hedge aggressively, what does that mean?
Ian
It's a great question, but the answer is opposite of what you think. The hedge for the crash is what we talked about. And being patient, buying the best companies at the best price, Too many people will say, okay, if we go into war, what stocks do I short? I keep giving you four. Costco, Lily, Amgen, Walmart. Because I know some of y' all be like, I'm tired of you Tech two index. Okay, Walmart, Amgen, Lily, Costco. But write this down. Buying at the best prices in the world is the hedge. We talked about it before. Like if you bought, bought Bitcoin at 21, 000, you don't care about any pullbacks or drops. Rashad, I think you said it last week. The, the, the profit is made on where you buy the home. Right. The same is true an asset. Some people are buying Snowflake at 415 and be like, what, you think it's over if you bought it at 118. Instead, better investment. For those you bought Palantir at 8 and 13 bucks, better investment. So the hedge is to buy the best companies on earth at the best price. How do you find the best price? Great. You should ask 200 day EMA 72 EMA 400 period. EMA will tell you where to buy. If you ever been to Invest Fest and see me present. I've told you those are some levels that I love. Get your tickets to Invest Fest. If I've made you money, please put yes in chat. My theme for this year is listen the first time. I love you daily. Back to you, Tron. Rashad.
Rashad
No, you brought, you brought up a good point for sure. Because it's like you said, even if you, even if the stock market does go down 20 or 30%, like if you, if you're up 60% then.
Ian
Or 200%.
Rashad
Yeah. You're still up. I mean, you know, you gotta have a certain point where you might say, okay, like this is. I'm gonna draw a line in the sand here. But it's not the same. You don't really start to panic in your portfolio until you actually are negative.
Ian
Yep.
Rashad
So as long as you're up, then you're not in a bad spot. Even if it's down, it might be opportunity to actually buy, buy some more. But if you psychologically, if you see your negative, if you see your portfolio, your position is negative, and then you start to have some level of a
Troy
crisis, that's the keys to not have the crisis. It's tough, but that's, that's what comes with the financial discipline. And we, we've seen that it's definitely options. It's like you got to have the emotional fortitude to know like, we're in a strong company. So like you said, when, when in Micron, when it's. When it's a hundred dollars and it gets up to 440 and now we're back at 390, do we feel angst? Not really.
Ian
Right.
Troy
We're up 400 and something percent. Right. But when you, you do, like you said, when you buy it at 430 thinking like it's gonna. 500 is right there and now it's sitting at 3. Then you, especially now, you got an expiration date that you, you're watching that, that gets tricky. But if you're in strong companies and I've had AMD, this is crazy. I've had it when it was $75. I watched it go up to 139. I watched it come all the way back down to 85 and just, just said, yo, these are my shares. I'm not moving in long term.
Ian
Move.
Troy
And look, here we are trading over at over 200. So you just gotta be patient with it. But you gotta have the discipline. And is the reason why we say every week, I feel like this year for sure, you have to go through these experiences. You gotta know what it feels like to watch that happen. I like the idea, like, I take a picture of it just to like, yo, how did you feel on that day? Sometimes, you know, you scroll through your pictures and I'm like, damn, we was that negative that day.
Ian
Or leave a voice note. Yep. What went wrong?
Troy
Yeah.
Ian
All your best lessons gonna come from, from your downs.
Troy
Exactly. What'd you learn from that day? How did you feel? What did you have angst? Right? Were you, were you a little bit more agitated? Were you short with people? Or were you just your normal self?
Rashad
Right.
Troy
Then you start seeing a pattern like, hey, I'm getting used to this. I understand how this works. I understand how the market works. I understand this sector that I'm invested in. I understand the company I'm invested in. Everything changes. Everything changes after that.
Ian
Lastly, some of y' all are trading too Much market Mondays is for long term and I talk to a lot of you and you're like well these are my options first. These are my futures first. The foundation has to be long term. You're panicked because you got a year for this to work out. For my futures trader you may have 15 days left. Expiration is on the 20th for futures contracts. So you're running into a truncated window of time before you lose $30,000 if it doesn't go in your favor. Well, if you gave yourself two years or a year and a half where to work out in the stock you would be a. Okay, it should be an allocation of 20, 80% long term, 20% maximum for your trades. If you're doing the inverse, you deserve to be broke. Get the book. You deserve to be rich by TR Rashad. You have to pay the penalty for not listening to the play when when field call a triangle if co coach wasn't where he was supposed to be in that rotation. Go sit down, pay the penalty. Bill Winnington a lot of y' all want shots Bill Winnington a lot of y' all want to be stars without the work that come with being a star financially. How many times well I'm a trade up to get the capital and then I'm a long term. No you're not. No you're not. You're right.
Rashad
Somebody, somebody said how do I find it right? How do I find the up and coming companies to invest in?
Ian
Go to chat GPT and say hey, act as a world class investor please tell me the 16 companies that have highest probability of being the greatest companies over the next 10 years and give me what the Sortino ratio and index is for that company based on sector hit.
Troy
Bro, you've been. If you, if you're typing that in the chat that means you've been here. I don't know how many companies we don't say on this show for the past six years. I think this is episode Congratulations fellas this is episode 300. This is episode 300.
Ian
Damn. 300.
Troy
Yeah, yeah. We're coming up on the sixth year anniversary I think in a few weeks like you think about how many companies have come through this dialogue in the past two to three years, five years. How many companies have we spoken about
Ian
Nvidia and AMD before we even had Market Mondays execute Too.
Troy
Too many. Too many. That's the next up in company we we've talked about it.
Rashad
Get your tickets to Invest Fest investinvest fest.com if you're going to enter the Pitch competition. Now is the time to enter the pitch competition. It's on the website. If your, your company has any level of AI component built into it, it's AI focused. Not AI tech. Tech in general. Any level of tech. Any level of tech. If, if your company has any level of tech component to it, you can enter the pitch competition. Go to invest fest.com the winner will win $125,000. Outside of that, if you're a vendor, if you want to get a vendor booth, get your vendor booth. If you want to get your ticket, VIP tickets will we will have a black tire fair for VIP gala this year. Different location, black tie affair. We will be changing it up. It's going to be completely different than it was in the last five years. Completely different this year. We got a lot, we got a lot planned. We're gonna be talking about AI Invest fest. We're gonna be talking about stocks, we're gonna be talking about real estate, crypto man, you name it.
Ian
We will blackout live though. We'll talk after
Troy
some ideas.
Ian
I'll start working on my presentation.
Troy
All that.
Ian
Got you. And if you want to know how to invest and what companies will be new, it'll be all in the presentation. But it blackout live
Rashad
like our love. Like I love having fun with black out loud. So we gotta figure it out. We're gonna. We did Shannon Sharp one year. We did Kevin on stage. Great conversations. Both of those was great conversations. So we figure it out. We'll definitely figure it out. Suited and booted August 7th through August 9th.
Troy
Yeah.
Rashad
Atlanta. Get your, get your hotel. So it's on the website also the hotel link. So yeah, it's been real.
Ian
Any final words, Rashad, for the investor class here tonight?
Rashad
Stay in it. Study all aspects of the economy.
Ian
Absolutely.
Rashad
And the world happenings because every. Everything affects. It's a domino effect. One thing affects the next thing. So definitely stay in tune with everything. Get as much information as you possibly can. That's important. Things are changing so quickly these days that yeah, it's only, it's only a, it's only a few years left before this, this phase of how we know life is going to be completely different.
Ian
Hello. Go go Talk to every construction worker, you know, every barber, every stylist, every club promoter, every restaurant tour. Ask them how the economy is going. You got to get data points from everywhere and then put them right back in chat. GPT upload their data and ask you the four you should invest in. Put in chat. I only need four. Stop being a stock whore. You can't handle 18 of them. Some of y' all be trying being a stock whore. It's over with. No, I don't care if you don't like the delivery or not. Tune out my boy. I. I'll send them a check for the AdSense differential.
Troy
4.
Ian
4 stock. Yo, I got 66 futures trades. I'm doing eight MES and eight micro NASDAQ with the NASDAQ and I'm in the Uber call, bro. Pick four.
Troy
Yo, man, y' all be good, man. Shout out to our brothers, the whole marathon team, man. They ran into LA LA Marathon yesterday. They're doing some incredible work. I know they had the. The Nipsey Hustle Square was named a few weeks ago. They had Stevie Wonder in the Long Beaches. They're killing it, man. Nah, if you watch. The dude grabbed his hand and brought it over. If you want, you gotta.
Ian
That's the Play along. I have some people that I know. We'll talk on Blackout. These dudes.
Troy
Yo, shout out to George. I know Sam was in there. They're showing Hogg. You try to get out there and run?
Ian
No.
Troy
Yeah, yeah, yeah. He was out there trying to run.
Rashad
They come into Town square, too. But that. That marathon, that. The LA marathon.
Troy
Did you see the finish?
Rashad
It's a lesson for everybody out there, please. It's not over until it's over. And you gotta secure the victory.
Troy
Yeah.
Rashad
By all means necessary.
Troy
Yeah.
Rashad
Number one rule is to secure the victory.
Troy
Sam said he remembers Nip telling him, like, you know, the company is named a marathon, but one day we gotta run a marathon. And he looked at him like, nah, you out your mind, bro. I'm never running a marathon. And here he is running his third, which is no small feat. One is incredible with no training. Really. Just like, I'm gonna go run. Incredible, man.
Ian
Shout out to the starts with the idea and determination to say, I'm gonna do it. The plan you'll figure out on the way as you start. For my investors, when you're like, I don't know what to do. I gave you what to start with. Just start. I don't know how to look at the market. Just look at the market every day. It'll start to click. It will start to click. Somebody watcher.
Rashad
Yeah. Avid watcher. You say that?
Ian
Yeah, go ahead.
Rashad
No. Avid Watcher.
Ian
Oh, yeah. Please consider.
Rashad
Please consider. Patreon
Ian
eyluniversity.com join red.com I'm good.
Troy
We need a more in depth private talk.
Ian
Yeah. Because if I do a patreon my gonna be like 6, 000amonth. I'm not. No. For 99 bucks. Nah. So they get on the review video. Ian must be struggling because the patriot. 99amonth. No, you can't win. Nope. Nope.
Troy
10 members only 6.
Ian
You ever go look at the people who used to criticize and see how in shambles they are? And they got the little popcorn on the wall? This is me. Gotcha. Thank y' all for coming out. God bless. Good night.
Rashad
Yo.
Ian
Y' all have a good night.
Troy
Y' all be good.
Ian
The light bulbs extra yellow, my boy. I'll send you some leds. House look like good times. I feel you. I changed. No, I didn't. I've been this crazy since day one. Shout out to East Chicago, Indiana. Yeah.
Troy
Yeah,
Ian
boy. Got asbestos on that roof, my boy.
Troy
I see you. Popcorn ceiling. Yeah.
Ian
These are just jokes. I'm trying to be more entertaining and bring more value to the dynamic outside of just EST stock prices. Love you.
Troy
Sh. Know again. Congratulations, everybody that's involved in Market Mondays. 300 episodes is no small feat for any show to know that we've done 300 episodes. I mean, majority of them live and in person. The amount of information that's been given, the amount of lives that have been transformed, the amount of brokerage accounts that have appreciated, for sure. I mean, it's incredible. So congratulations to everybody, Mike, Richard, all our guests who've appeared on the show. This has been one of the. The most enjoyable times of. Of life, definitely for me, getting to learn again to teach every day. So appreciate y' all shouting, Ian. Appreciate y'.
Rashad
All.
Ian
Appreciate you too.
Troy
Y' all be good, man. Love is love.
Ian
I was at the Garden last week. Kind of got reminiscent when Harry Styles was in there. So was we not saying we should go back on tour, but maybe a little spot date. I don't want to do a tour, but maybe one pop up.
Rashad
New York City.
Ian
Maybe Hammerstein.
Troy
Stay tuned. New York City.
Rashad
And you say New York City.
Troy
Stay tuned.
Rashad
You know, you never know.
Ian
You never know.
Rashad
You never know.
Ian
It's warm. I'm always out there in the cold. I'm trying to see the spring action in Brooklyn and Wash Heights and Bronx Noodle. No packet. So who knows? Yo. Who else will make it this container? And informative. Yo. 1 of 1. Shout out to Uta. Love you, yo.
Troy
Your shout out today is yo all over the place. Yo, y' all be good, love.
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Title: Iran War Market Manipulation? 🚨 Oil Chaos & How to Profit
Date: March 10, 2026
Hosts: EYL Network (Rashad, Troy), Ian Dunlap
In this milestone 300th episode of Market Mondays, the hosts deep-dive into the high-stakes intersection of geopolitics and financial markets. Main topics include the market volatility spurred by the Iran war, potential market manipulation in the oil sector, strategic ways to invest through global uncertainty, and the broader economic and social implications of ongoing wars. Lending their signature blend of expertise and candid, community-focused banter, EYL and Ian Dunlap equip listeners with practical frameworks to not only survive, but profit, regardless of market turbulence.
[08:34 - 11:53] | Ian, Troy
February–March Correction is Normal:
Importance of the VIX:
[12:17 - 28:54; 39:37 - 47:36] | Ian, Rashad, Troy
Oil as “Meme Stock”:
Market Manipulation Allegations:
Geopolitics and Oil Reality:
[29:01 - 39:33; 57:02 - 59:29] | Ian, Rashad, Troy
Real Winners are Insiders:
Wars as Profiteering Engines:
Morality & Investing:
[23:04 - 28:54; 64:10 - 65:40; 106:37 - 112:11]
Don’t Chase Volatility:
Long-Term Framework:
Hedging:
[15:20 – 22:34]
Private Credit Bubble:
Job Market Woes:
[57:02 – 59:29]
[74:11 – 79:54] | Rashad, Ian, Troy
China, Taiwan, and Diversions:
Europe’s Real Asset is Africa:
[84:12 – 90:29; 90:49 – 94:32] | Rashad, Ian, Troy
Yes—For Now:
Private Companies vs. Government Power:
[81:27 – 84:12; 82:02 – 83:47]
[71:02 – 74:11, 97:13 – 100:29, 103:18 – 105:47]
Micron (MU):
Pharma (Lilly, Amgen):
Tech and Indices Leadership:
Closing out 300 episodes, the hosts urge listeners to study broadly, exercise discipline, and only attempt strategies they are prepared for—reminding everyone that true knowledge and wealth-building are long games. All should stay tuned for more on key interviews (including Sinead Bovelle on AI), market guidance, and actionable education in weeks to come.