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- [00:04]
Candy Valentino
This episode is brought to you by Progressive Insurance. Fiscally responsible financial geniuses, monetary magicians. These are the things people say about drivers who switch their car insurance to Progressive and save hundreds. Visit progressive.com to see if you could save Progressive Casualty Insurance Company and affiliates. Potential savings will vary. Not available in all states or situations. Welcome to the Candy Valentino show, the podcast for founders, investors and entrepreneurs where we have honest conversations about what it takes to grow your business, build more wealth and create financial freedom.
- [01:02]
Unnamed Host
Hey guys, welcome back to another episode of the show. Thanks for tuning in with me today. And if you're listening to this right when it drops, we are recording this just 24 hours after the election results. So I'm literally running on about three and a half hours sleep. But I did not want to miss a moment of the election results to see how it all unfolded. So I, I finally crashed around 3:30am and wanted to see what the markets were doing. So I was up before they opened and as expected, the stock market jumped. Wall street responded record high, the Euro was down, took a tumble, the dollar climbed, treasury yields surge. Bitcoin is at an all time high, The Mexican peso took a tumble and overall the market responded really well. The S&P 500 was up. The Dow surge, the NASDAQ. I mean, all in all, everything responded really well to Trump's win. And if you happen to be listening to this and this was not the result that you wanted, that you wanted the other candidate to win and you wanted it to be a Harris presidency. I just want to offer you this. Remember what you can control, remember what you can influence and remember what you can't. The best thing that you can do is if this was not the result that you wanted, is to focus on where the opportunity is and how you can move forward from here. And if this is the result that you wanted, well, you're celebrating today. And if you are an investor investor or you're an entrepreneur, you're celebrating knowing that obviously the markets have already responded and it is only going to continue. And I actually dropped a whole podcast episode on the show about the different stocks that would respond positively if Trump won versus if Biden Harris, because at the time Harris hadn't fully taken over if they won what just historically from 2016 to 2024 has done well in each presidency. So that you know where to start stacking cash and where to invest. And I want to cover some of that now because we know some of these stocks. We can tell by some of the policy promises that Trump has made where his focus is going to be and there are going to be some stocks and investments that are going to have a positive benefit because of that focus. And if you're an entrepreneur and you have a business in the US and your corporation, you are going to benefit from the lowest corporate tax rate among other things in a very, very long time. Definitely in my lifetime, probably in yours as well. So before I get into this, I'm going to share with you what I have invested in. I had a really great night last night. So in addition to staying up till 3am, the pre market trading looked great. Once the market opened, it looked great. We made a bunch of money. It was great. But I also want to share this with you, that this is not financial advice. So do with it what you want and anything that I'm sharing with you, it is not a fund that I own or something that I'm trying to get you to invest in. I am just sharing what I find is working and what I project going to do really well and where I'm going to be putting additional capital throughout these next four years. So take what you want, leave the rest. Let's get started. Okay, so when we look back to 2016, the S&P 500 gained about 9.5% just in the first year that Trump was in office. The dow increased by 13.4% and eventually crossed the 20,000 mark for the first time during that year. The Nasdaq also gained about 7.5% in 2016. So those are just the big ones. And remember, you can buy the S&P 500 if you just want to invest in something that is really safe. When we did a lot of research for my first book, we found that the S&P 500 alone, just even investing in an ETF like iShares is something that can give you a substantial return over time that will outperform choosing specific stocks. So now that we talked about the big three, let's get into some sectors that benefited from Trump in 2016 and ones that we can deduce very easily that are going to do very well in not only his first year or two, but throughout his presidency. Number one, financial stocks. When you cut taxes, when you deregulate markets, when you make promises for reforming financial laws and tax reform, this boosts financial sectors. Stocks like JP Morgan Chase, bank of America, Wells Fargo had double digit increases just in the first year of 2016. So we can again deduce that the same thing is going to happen. Another sector is energy. When you have a Candidate on the promise of drill, baby, drill, and literally says from stage that RFK Jr can handle everything that he wants except leave the oil to him because we are going to drill, baby, drill. He is telling you that anything related to energy, oil, gas, the production of such is all going to benefit. So this might be ExxonMobil Global, Chevron, Conoco, Phillips, each of these went up in the first year, 2016, 26 to 46%. Huge gains. And that's just one year. This isn't over the entire presidency. Another sector is infrastructure construction. Again, when you're deregulating and you're making the economy better and you're lowering taxes and you're lowering interest rates, what's going to happen? People are going to build. So this is stocks like Caterpillar, United Rentals, Vulcan, all of these saw 30 and 40% increases in just 2016. And although we did not see any world wars during Trump's presidency, which I think was the first time that we weren't in war in my lifetime that I can recall, I don't have the exact stat to prove that or to tell you when we were in wars, but we are certainly in several now. Now what happens is you may think that because we are not going to be going into the war business that we wouldn't be spending money on defense. But traditionally Republican presidents and Trump specifically have strong stance on defense spending. So they will ramp up and rebuild our def even though we are not engaging in other wars. So we can probably extrapolate that military spending will be right around the same of when he was in office the first time. And stocks like General Dynamics and Lockheed Martin benefited from these policies, seeing double digit increases in just the first 12 months. I'm going to share with you one other stock that didn't actually do extremely well during his first president still grew, but it just didn't have some of these crazy increases like I'm sharing with you now. However, I'm going to hold it to the end because I think it's going to be one of the most significant winners and something that I have a lot of money in right now. Now I want to share with you a few things that I would not be investing in because again we hear the focus of one of the campaign promises which is Make America Healthy Again and all of the backlash that's going on right now with all of the food dyes and the coloring and the processed garbage that's in our food. And quite honestly, I am so grateful that this is something that the campaign is Focusing on. It's sad that you go to these other countries in the world and their food is so much better than ours. You know, people with gluten intolerances can eat gluten in Italy because they don't put all of the folate and garbage in the wheat there. When you have ketchup, it's just regular sugar that's in the ketchup and not high fructose corn syrup. So I think a lot of these things are going to be addressed and we know that RFK Jr. Is going to have a large role in this. So I would not be investing or if I had investments in some of these companies that I'm going to go over right now, I would be pulling money out. So one of them would be General Mills. Obviously. This is Betty Crocker, Pillsbury, Cheerios, Lucky Charms. A lot of the foods that are highly processed, shelf stable. When we are in a difficult economy, these types of foods do better because people don't have as much disposable income. But when you are looking to get the economy back in order, when you're looking to increase it, when you're looking to make Americans wealthy again and have more money in their pocket than they do bills, then a lot of these types of investments are not going to do well. Another sector that I would start to rethink is Big Pharma. Again, typically in a very difficult economy or something where we're coming into a recession or we're in a recession, Big Pharma is typically a safe stock. However, Big Pharma stocks have generally unperformed the S&P 500 over the last like 20 years, even with the ones that give dividends. So not only do we know that they just generally underperform, but we also know that RFK is going to be looking at a lot of this stuff that Big Pharma is doing. All of the endless vaccines and boosters and really taking a look to see. Why is it that just 40 years ago there were four vaccines and now there's like 78 on the schedule? And I know anytime I talk about vaccines, it is a hot button issue for a lot of people. And I'm not stating an opinion either way, I'm just sharing the fact that in 1950 there were only four vaccines. Diphtheria, tetanus, whooping, cop and smallpox. And when you look at the schedule today and all of the additions of hepatitis and chicken pox and mumps and measles and hepatitis B and polio, you gotta wonder. So regardless of where you fall on the spectrum of belief of vaccines or not, it's important to understand again, we're talking about business and investing here, we're not talking about health. So it's important to understand how when we start to look at these things and evaluate them, and if we find that some of these vaccines are not needed or not healthy and they start to pull them out of the current schedule, well then of course the stocks like Pfizer and Moderna that produce them are going to see a decline in revenue unless they're able to make it up with some other drug. So overall, personally, I would stay away from big pharma stocks. Not only do they just not perform well compared to the S&P 500, but in this next presidency there are plenty other sectors and areas to invest in that are not as controversial or as historically underperforming. What makes a leader? It's a tough question, but one thing's for sure, a true leader leads by example. And a true leader takes risks too. They plunge into life with determination. For those who lead by example and who approach life with a palpable passion, there's the Range Rover Sport. Each Range Rover Sport model offers a dynamic, sophisticated take on sporting luxury. The Range Rover Sport offers focused on road performance and world renowned off road capability with industry leading features like adaptive off road cruise control that monitors ground condition and acclimates to the present terrain. 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- [12:00]
Candy Valentino
Episode is brought to you by Progressive Insurance. Do you ever find yourself playing the budgeting game? Well, with the Name youe Price Tool from Progressive, you can find options that fit your budget and potentially lower your bills. Try it@progressive.com Progressive Casualty Insurance Company and affiliates Price and coverage match Limited by state law not available in all states.
- [12:24]
Unnamed Host
Now I'm going to share with you that one stock that wasn't a standout performer back in 2016, but is something that I think will be in not only 2024 but beyond. But first I want to talk about how the stock market reacts to the pro business policies that really stimulate not just US growth, but world growth. When we talk about how the corporate tax cuts that were passed in 2017 with the Trump tax cuts and job acts, because that is going to be expiring in 2025. However, now they're going to be not only renewed in some cases, but also reintroduced in different amounts. When you couple that with the regulatory reform of reduced regulations, especially in energy, banking and different environmental sectors, and you focus on defense and infrastructure and focusing on the economy, we can again extrapolate that this Trump bump, very much like we saw in November of 2016, that we could also see that now and we're going to see it moving into 2025. Now, the most important thing to remember is what we're seeing right now is the market reaction to this announcement. Nothing really happens until 2025. Obviously, Trump is not taking office until January, so nothing is really going to change. This is just his time for him and his transition team to get situated and ready. So what actually happens between now and January? I actually reached out to a correspondent friend over at Fox to find out exactly what goes on because I actually didn't know. I knew that this two month period had a bunch of formalities and preparations to ensure a smooth transition of power. But I was like, what exactly happens? How long does this take? So I'm just going to break it down really quick because I don't know if you are like me, but I am super curious about a lot of things. So we had the election. Then basically all of the votes are counted. There's a certification process. And then on the Monday after the second Wednesday in December. Talk about specific the electors from all 50 states meet in their respective state and they cast their votes for president and vice President. The electors votes are then sent to Congress for certification and then in front of Congress in a joint session on January 6th. That's when they are officially certified. What happens between then obviously like what is going on right now and at the White House with Biden and Harris and what is going on with Trump and Vance, this presidential transition, if you will. Well, the presidential elect Trump and the vice president elect Vance begins planning this transition. They already are going to be starting like right away, assembling the cabinet and filling other key government positions. And this transition team is who works closely with the outgoing administration to hand over power. The incoming President Trump in this case, and the entire team will start to receive classified intelligence briefings, security details and all kinds of other information that they need. And then the president elect will give speeches, meet with world leaders and begin laying out their agenda for the first hundred days in office. There is a period between the election and the inauguration called the lame duck period. For the sitting president because they're basically the lame duck in the sense that their terms coming to an end. And the outgoing President Biden in this case can still sign legislation. He can issue pardons, he can make appointments, but their political influence is obviously diminished. Typically, the outgoing president issues a series of pardons during their final days, which is very common. Which always got me curious, like, why do they wait till their final days to do pardons? Like, what are these people being pardoned for? Why are they originally sitting in jail? I don't know. I just always thought that was kind of a strange thing. It's like they wait to the final days to do it maybe so they don't get political backlash if they do it during the office. Office seems a little, little sketch to me. But basically, January 6th, everything gets certified. January 20th is the official oath of office in the public ceremony on the steps of the Capitol. Such a beautiful thing to witness. And the transition of power happens at that ceremony when the typical the outgoing President Biden will be leaving Washington, D.C. and Trump will be coming into the White House to assume office, taking immediate control of the executive branch of the government. So technically nothing starts for Trump until January 20th. However, between now and then, he and the transition team will have laid out their first hundred day agenda. So what do we think the first hundred days are going to look like? I wish that we were having a conversation back and forth so I could ask you what you think the first hundred days are going to include or what you wish that you could add in to those hundred days. I know I have things that I'm thinking of that I'm like, oh, I wish we could address this, this and this. But basically he's already articulated his plans for his first hundred days. He's told us, promised on day one, within the first few hours in fact, that he intends to close the US Border between Mexico and US to launch and at least begin to start the largest deportation operation in human history. He's also promised to look at the climate subsidiaries and energy exploration, to drill, baby, drill as they talk, looking at oil and gas and coal production. He also talked about terminating the new green deal, or the new green scam, as he calls it, which will cut energy prices in half, he says, within one year from January 2025 to January 20, 2026, and obviously to unwind anything that is going on currently that will face obstacles for the economy to get back to where it was prior to him leaving office. He's pretty much laid all of that out for the first Hundred days. And quite honestly, can you imagine, like, taking over a company or acquiring something and you're automatically thrown in as CEO and everyone wants to know what you're going to do in the first hundred days. And everybody is watching and the stakes are so high, like the amount of pressure perform and to make it happen. Now, I do think, Obviously him in 2024, he's going to have a much easier time to make a lot of these things happen because the Republicans have control of the Senate, the House, as it looks right now, and the presidency. But whether or not you like Trump or you align with his views, his policies, I think the broader topic here is the powerful reminder of having resilience in the face of adversity. And I know investors, entrepreneurs, just by understanding and applying principles of perseverance, of adaptability. I talk about this in My book, the 9% Edge of Growth and how it's not just this. These are things that are not confined to politics. Like, these apply to our own professional and personal lives as well. And Trump coming back or resurrecting, if you will, in this political campaign offers so many lessons that all of us can really use to enhance and look at the goals that we have set that are really universal, regardless if you're climbing the corporate ladder, running your own business, or looking to change a career. And the first is definitely the power of resilience, being able to bounce back from setbacks. If you're an entrepreneur, if you're trying to build a family, anything you're looking to do, setbacks is inevitable. It's not the opposite of success, it's a part of it. And seeing how this man, again, regardless if you agree with him or his policies, it's like, let's look at what we can learn from the situation. It's a powerful example of how perseverance is going to be required of you if you want to achieve something great and being able to regroup, to learn from our experiences or other people's experiences, to keep pushing forward. You know, business, just like politics, has so many challenges, but having resilience is really the key in order to get you closer to your success or whatever goal it is that you want to achieve. And the second I talk about this in the 9% edge, because this is a key that the most successful entrepreneurs have, and it's adapting to change. Obviously, the political landscape, the business landscape, has drastically changed since 2016, even 2020. And Trump having to do so many changes and maneuvers and adjustments in his campaign really shows that the ability to pivot to rethink strategies or to adjust to new challenges is really critical in not just politics, but in business and in life. Market trends, industries, customers, change, evolve, right? Being able to adapt to all of these changes, those people are who are going to be the most successful. So whether you're leading a team or starting a business, or managing a project, being flexible and adapting is really a vital skill that will ensure long term success. And this election can serve as a real world example of how resilience can be built and used and applied. Because whether you are facing disappointment, frustration or uncertainty around this outcome, or if you were feeling all of those feelings four years ago, the reality is you're going to feel those same feelings all the time throughout life. Regardless if it's something that happens to you or something that you do. There are going to be endless times where we need to double down on our resilience and being able to adapt and change. And always remember to just focus on what you can control. Because regardless of who's in the White House or what the country's economy is doing, there is nothing more important than your own personal economy, which starts with your own personal responsibility. And that brings us into the final part that I want to talk about. The stock that we can't tell that is going to probably do exceptionally well through these next four years because it didn't do exceptionally well from 2016 to 2020 when Trump was in office the first time. But it's something that I am betting on that I have a lot money in and I think is going to do well. So again, this is not financial advice. Take what you want, leave the rest. I just don't want to gatekeep how I am investing. Okay, you might have already guessed it, but here it is. The number one stock that I'm really bullish on is Tesla and we have seen shares soar already in the last 24 hours. In July, Musk endorsed Trump and became part of the Department of Government Efficiency, claiming to cut $2 trillion from the federal budget. Musk also said that he will work for the US Government for no pay, no tit and no recognition. Obviously, it's pretty shocking that Musk even came out to support Trump as he voted for Hillary Clinton in 2016 and then Joe Biden in 2020. But all of that aside, Tesla bumped 14% to the highest level since last July and Musk bet big on Trump. And that's really a home run for Tesla. Tesla is doing so many incredible things, including the robo taxi and self driving vehicles. Self Driving transport trucks. And if Trump is successful at adding imports on Chinese and overseas and benefiting products here US based, that will only increase shares of Tesla. Plus, I have this thing, this is just my own thoughts and opinion. I have no research to back this. But I also think something happens when Elon is seen in a different light. Now, in over half of the country that voted for President Trump to become president, we see that a lot of people are also looking at Elon, they're looking at his companies and obviously that's exposure that he can't buy. Of course he donated significantly to the Trump campaign. But I think there's going to be a lot of people that just want to support him because he's doing things that he doesn't need to. Like if you think about it, he's worth what, close to $300 billion. He doesn't really need to be doing any town halls. He doesn't need to be involved in politics at all. So I think a lot of people see this super genius, this super successful person who was an immigrant who came here from South Africa and has done so well for himself. And I think people find that inspirational. And I think sometimes that products do exceptionally well when people are aligned with the founder, the person that is out there talking about the product. So I think there's going to an element of that, not to mention I think that Tesla and SpaceX are just doing some really incredible things and there are very few super geniuses on this planet and Elon is definitely one of them. He's probably, I mean, we have to say he's one of, if not the greatest entrepreneur that ever existed. And so I think there's going to be a lot of people who want to align with that brand. And so I think that's going to be a positive effect on the Tesla stock, not to mention all the incredible things that they just announced just last month. So there you have have it. That's my thoughts and obviously that's a lot of research on the stocks that did really well in 2016 and ones that we can project are going to be winners in 2024 and beyond. Okay guys, thanks so much for tuning in and spending this time with me today. If you like this episode, please go over and leave us a five star review over on Apple. You guys have been so amazing. I just want to thank you for listening and tuning in with me every week. We've been growing the show, we've been hiring more people, we've been trying to get more exposure and we just cracked the top 25 for the first time ever. So thank you so much to all of you that tune in and spend every week with us. We greatly value and appreciate you so much. If there's anything that you ever need you want to be able to something we want to talk about on the show that you want to hear, send us an email to mediandy valentino.com and if you want more access to information like this for free, go to candyvalentino.comnewsletter to get access to our weekly Edge where we send you to your image box Business and finance topics that you can use to grow your business and your bank account. Thanks again for tuning in with me today. We'll see you next time. Hey guys, thanks for tuning in to this episode and if there was something that you loved or you had a specific takeaway, share it and tag me at Candy Valentino. And if you haven't already, grab a copy of my latest book, the 9% Edge Life Changing Secrets to create more revenue for your business and more freedom for yourself. You can pick it up anywhere books are sold, Amazon, Barnes and Noble or your local independent store. And once you do, head over to 9% edge.com and claim $1,500 in pre order bonuses including a chance to join me on this very show. Thanks so much for tuning in and spending this time with me today guys. We'll see you next time.
- [26:14]
Candy Valentino
Former Navy SEAL Sean Ryan shares real stories from real people from all walks of life on the Sean Ryan Show. Former U. S. Navy Admiral Tim Gallaudet. How did you get involved in this whole UFO thing?
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Sean Ryan
One day I get this email on the Navy Secret Network. If any of you know what these are, tell me ASAP. F18 pilots captured video of this UAP Zorchin over the water. Just a little random sphere. And so I knew right there that was something not ours.
- [26:40]
Candy Valentino
The Sean ryan Show on YouTube or wherever you listen.