In just a [snorts] few weeks, the

largest collision in American stock

market history begins. And no, there's

not a crash. There is not even a

bailout. It is literally a collision.

Trillions in hidden money is about to

hit the market. And 90% of investors

have absolutely no idea this is coming.

And this collision will create

millionaires, watch behind me, and

destroy portfolios that aren't

positioned correctly at the same time.

So, I'm going to show you the exact

timeline, the five waves of capital

flows under the six sectors. I believe

that will either explode or implode

depending on just one thing that most

people aren't watching, the price of

oil. And here's what's really happening.

This collision is not just about AI or

SpaceX or any of that stuff that's been

talked about in the media. It's AI debt

crashing into a geopolitical oil shock

and it's happening at the exact moments

when central banks around the world are

splitting into two completely opposite

strategies we have not seen for decades.

Think about it this way. America and

Europe, which where I am right now, are

making opposite bets right now. America

is betting on cheap oil and low interest

rates to keep the party going. Europe is

betting on expensive money and higher

interest rates, and one of them is

catastrophically wrong. The question

that'll decide your portfolio's future

is this. What happens when America's bet

on cheap oil and Europe's bet on

expensive money and high interest rates?

Well, one of them has to be dead wrong,

you see. And I thought long and hard

about making this video because I'm on

holiday, as you can see, and I thought

this is a little bit information dense.

This is a little bit more than people

really want to hear, but I think you are

up for it and I believe you deserve to

understand this. And let me know whether

you think you deserve to really

understand how the market works the way

Wall Street sees it. Just put a deserve

in the chat and and let me show you the

two possible futures here and why you

must understand both and why you need to

be positioned for both. So the world

number one here that we have is the Wall

Street world. You know, the place of

greed is good. And Wall Street thinks

the Iran war is going to keep dragging

on. They think oil goes to $150 a

barrel. That's Goldman Sachs and lots of

economists saying. And that means

inflation will spiral out of control and

it'll go to the moon. It means the Fed

is forced to increase interest rates. It

means a recession, a stock crash, a

housing freeze, and also your 401k takes

a really ugly beating. Then we have the

second world. This is the um orange

world of President Trump. President

Trump's strategy is the exact opposite.

End the Iran war and if he pulls it off,

oil producing countries will flood the

market again with cheap oil. Although

it'll take some time for that to happen.

Cheap oil will kill inflation at the

source and it won't crush the economy

because everything will get cheaper to

produce and ship. And that means the

Fed, the brand new Fed chair we have,

doesn't need to raise rates. It means

stocks will rip higher. It means the

housing market will recover. It means

the economy booms and everything is as

wonderful and blue as it is behind me.

But here is what makes this so

dangerous. These two worlds are

completely mutually exclusive. You're

kind of a bit of both. It's a bit like

saying, "I'm a bit pregnant." You see,

it just doesn't work that way.

[laughter]

So, one side's going to get rich and the

other side's going to get destroyed

depending on what side you're on. Very

little middle ground here. So, if you're

positioned wrong for the wrong world,

your portfolio gets cut in half. If

you're positioned for the right one,

this is the greatest buying opportunity

since 2020, in my humble opinion. Now, I

know what you're thinking. This sounds

like geopolitics. What does this have to

do with my money? This is about your

401k. This is about your retirement.

This is about the funds inside it

because they're already loaded with

stocks that'll either boom or bust

depending on oil prices. This is about

your mortgage rate. If your rates go up,

your monthly payments could jump by

hundreds of dollars. And maybe you got a

fixed interest mortgage. Well done. But

it'll still affect a lot of people. And

if these rates stay low, well, you could

refinance. You could save thousands.

This is about whether your portfolio

survives or literally thrives over the

next 12 to 18 months. But there is good

news here. The framework I'm about to

teach you works no matter who is

president. It's not about politics. It's

about understanding what cheap oil does

versus expensive oil does to every

single asset class. And I promise you,

you'll understand that by the end of

this. In fact, I think what I should do,

I should put together a workbook that

puts together all the information I'm

about to throw at you. And you can

download that for free. Uh we'll put a

link down below. felix.org/

boom. Shall we do that? That sounds

optimistic, doesn't it? There's a link

down below. Download it for it's

completely free of charge. So once you

learn this, you can use it forever. It's

a skill. You see, I call this framework

the peace to prosperity pip pipeline.

PPP. three forces, five waves and I

think six sectors if I remember

correctly. So what are the waves? There

are five of them. The order that capital

moves through the economy is what's the

important thing here. The six sectors is

where the money flows and where it

disappears. And you know all of this if

you stick around for the rest of the

video here. So you already understand

the collision, right? You understand the

forces smashing into each other, the oil

crisis, the rate split between America

and Europe. You understand there is

massive AI debt floating about that no

one's really talking about and you

understand why this is different from

anything that we've seen in decades. But

here's the thing. Understanding the

framework isn't enough. You need to

actually position for it and there is a

very specific time window to do that in.

Let me take you back to 2020. 2020 2021.

Remember when Airbnb went public?

Coinbase went public. Roblox listed.

Ribian listed. It was sort of the golden

summer. Dozens of high- growth companies

were flooding the market. And most

people thought it was just chaos. But it

wasn't chaos. It was a wealth creation

event for people who were positioned

right. And in every major market moment

like this, investors split into two

groups. Group one, you got the watchers.

They see the opportunity. They

understand the framework, but they wait

for more confirmation. I'm not quite

sure. I'm uncertain. So they watch the

moves happen on CNBC and then they jump

in too late when everybody else made the

money already and maybe they capture

some of the upside but they get in after

the risk is already priced in massive

flow. They're always a step behind. The

second group I call them the builders.

They understand the framework before the

crowd really catches on. They position

earlier. They size their risk right.

They get their triggers right. And when

the signal hits, they move very very

decisively and they capture maybe three

times or five times returns while the

watchers are still thinking about it. So

which group are you? Because your choice

right now in the next 30 days will

determine which returns you capture over

the next 5 years. And this is literally

about more than portfolio returns. It's

about positioning yourself and your

family for prosperity. not gambling, not

panic, just understanding the playbook

of Wall Street so you can act with

confidence. And for investors serious

about capturing this opportunity, let me

know if you want to capture this. Put a

C or a capture in the comments down

below. For you, those of you who are

writing that in the chat there, I'm

going to teach you this. I'm going to

run a workshop for you, and it's called

how to turn the IPO summer into a

five-year wealth machine. We're going to

look at much more detail than we can

look at here in a 20-minute YouTube

video because I'll be teaching you live

for free for two hours. And my goal is

to build a huge number of you into

builders who are positioning for the

right move, who are positioning to make

the next five years, the five years that

turned their investment strategy into

something that got them to their

freedom. So, you can register that for

completely for free at

wealthmachine.org.

uh the spots will fill up. There are

10,000 of them. It sounds like a lot,

but I can tell you they're going to go.

So, if you want to be one of those

people who understand the framework, who

understand how to position, who

understand how to benefit from this, and

I'm not saying, by the way, that you

should run out and buy all these these

IPOs. I'm not saying that at all. So,

we're running this on coming Sunday on

Father's Day. And you might be thinking,

"Hang on, hang on. I was planning on

sitting on a sofa over there with a

beer." Um, that's fine. You can do that,

too. But if you actually want to build a

legacy, if you actually want to build

the freedom for yourself and your

family, show up for yourself. Not for

me, but for yourself. So, write wealth

machine in the comments. If you're going

to sign up, you're going to be there.

Don't ask me for a replay. There won't

be one. So, let's get deeper into the

framework. And this is the part that

will change how you think about

investing forever. And then on Sunday,

we're going to give you the tools. We're

going to give you much much more level

skills than we can cover here in a short

video. So this pipeline that I was

talking about, peace to prosperity

pipeline has three parts. Three forces

that work together kind of like

dominoes. The first one is oil. The

second one is the interest rate

divergence we're seeing. And the third

is what I call the confidence collision.

When one of these dominoes falls, the

other follow in a very predictable

sequence. And once you see the sequence,

you can be ahead and position ahead of

it. So let me run you through these one

by one and I'll ask my team to put some,

you know, text on the on the screen

here. So this makes a bit more coherent

for you because this is obviously a

little a little little off the cuff

here. But let me show you how this

works. It's really quite simple. When a

major oil producing region

exits a conflict, so the Middle East

stops the conflict, we can ship again

through the straight of Hammuz. Supply

floods the market. When supply floods

the market, oil prices do what? Yeah,

they collapse. Correct. When oil prices

collapse, the cost of everything drops.

Because oil is baked into every single

thing you consume. People think about

oil is gas prices, right? It's

completely wrong. Oil is in your

shipping costs. Everything you buy on

Amazon gets shipped using oil. Oil is in

your food. Tractors run on diesel.

Fertilizer is made from petroleum which

I think is absurd but it is the way it

is. Oil is in your plastics, your carry

bags, your chemicals, your packaging,

your manufacturing. And when oil drops

30%, the price of nearly everything else

drops with it with a lag, maybe a two to

three months lag. And again, this isn't

something I'm making up here. It's

happened before. Every single time, look

at the end of the Gulf War, 1991, right?

Oil dropped, the economy boommed within

6 months. When the Iran nuclear deal was

signed in 2015, oil crashed from 100 to

50. Consumer spending went through the

roof. Every major Middle East peace deal

or real ceasefire has triggered an oil

price drop within 90 days. And history

doesn't always repeat exactly, but the

pattern repeats. Peace equals cheap

energy. Cheap energy equals economic

growth every single time. And when oil

drops, it doesn't just save you money at

the gas pump. Airlines suddenly become

wildly profitable. Fuel is their biggest

cost, right? Shipping companies see

their margins explodes. Factories can

produce cheaper goods. Farmers pay less

for fertilizers and diesel. And all of

that saving flows down to consumers as

lower prices and into Wall Street as

higher profits. Isn't that wonderful? So

it flows back to us as shareholders.

It's like a waterfall. Oil is at the

top. The savings cascade down through

the entire economy is what is the

waterfall. So you get initially energy

companies, they get repriced almost

instantly. Then transportation companies

and we've been making good money on

transportation in the last few weeks.

Consumer prices come down about 3 months

later. Manufacturing costs come down

about 3 to 6 months later. That's your

uh little cascade. Then again, most

investors only see the first wave,

right? They think about

gas prices. And here's where this gets

interesting for you as a retail

investor. You know, Wall Street calls us

the dumb money, which kind of irritates

us, or the no nothing money. That's an

actual Warren Buffett quote, by the way.

He calls us the no nothing money, which

is kind of interesting. We we're

changing that, right? Because you're

you're going to show up for yourself on

on Sunday and build that wealth machine

for yourself and your family. So, Wall

Street's big banks have their models set

to just one scenario and that is war

continues. Oil stays expensive. Why are

they saying that? Well, most wars

involving Israel just seem to continue

forever and ever for whatever profit

reasons. Um, and their rate forecasts

assume high oil. Their sector

allocations assume high oil prices.

Their risk models assume high oil

prices. Every single model at Goldman's,

JP Morgan, Morgan Stanley is built on

this high oil price, $100 to $150. Now,

what if oil drops to 60 bucks or 70

bucks a barrel? Well, the models break.

And when the models break, they're

forced to do what? They're forced to

sell a ton of stuff and they're forced

to buy a ton of stuff. And it creates

violent fast moves in the markets. And

this is your advantage over Wall Street.

Big money can't pivot that quickly. They

run on quarterly rebalancing cycles, the

fund managers, and so on. So, it means

when oil drops, they'll be 60 to 90 days

behind the move. Now, not the hedge

funds, they'll do it instantly and we'll

be able to see that again. Show out on

Sunday. I'll show you how you can see

that. But the funds will be late. The

retail investors, well, you can move in

hours. You don't need a committee

meeting, right? You don't need a board

approval. You just move. So, the

institutions are like like an aircraft

carrier. Massive, powerful, but they

take five miles to make a turn. You're

that speedboat, right? So you can use

that, use your maneuverability. Now the

second force, and this is really the

first ever I've seen. It's

unprecedented. For the first time in

modern financial history, America and

Europe are running opposite

monetary policies during exactly the

same events. America is holding interest

rates steady. The Fed is resisting the

pressure to raise them because they know

it would kill the economy. The

apparachnics in Europe however have just

raised their rates. The European Central

Bank which is the the Fed of Europe

increased the economy even though the

economy is already shaking and

shrinking. And let me explain just

briefly as I am in Europe here why

Europe is in serious trouble. And again

there's an opportunity in that. Europe

raised interest rates into a shrinking

economy. If GDP is actually going

backwards manufacturing is in a

recession across Germany, France and

Italy. And the only reason it doesn't

look that bad is because they're

spending spending billions and billions

on the war in Ukraine. Consumer spending

is collapsing. People are cutting back

on everything from restaurants to

vacations um except for me obviously. So

why would they raise rates when the

economy is already weak because they

kind of have no other tool. Europe can't

control the oil supply. They import

almost all of their energy and Europe

can't print the world's reserve currency

either. That's the US dollar. Europe

can't negotiate a Middle East peace.

They have basically no diplomatic

leverage. It's true. I'm sorry, my

French friends, but it is true. And the

only thing Europe can really do is raise

interest rates and hope that somehow

slows down inflation without completely

choking the economy. But it's like

trying to stop a flood by building a

damn kind of other paper. It'll hold for

a while, but eventually the pressure is

going to break through it. America has a

very different playbook. You see,

Trump's strategy with the Fed chair is

this. I appoint someone who will resist

rate hikes, even if inflation goes up

for a while. And the logic is actually

quite simple. And actually, I agree with

him or not. Don't kill inflation by

crushing the economy. Kill inflation by

increasing supply. Flood the market with

cheap energy. It's a supply side fix

instead of a demand side fix. Now,

Europe produces virtually no oil. the

Brits have just decided not to drill for

anymore because I don't know there could

be a some sort of you know crab or some

sort of I don't know fish or something

damaged by it or maybe they just don't

want to be wealthy again because it

would make them uncomfortable. So

instead of making everything more

expensive, which is what the Europeans

are doing to slow spending, the US is

trying to make everything cheaper. But

the Fed, you know, the guys who set

interest rates, those old white people

who sit around the room and smoke cigars

and drink sherry, at least that's what I

imagine they do. Um, they just had a

vote on interest rates. It's the most

divided vote since 30 years. Eight

people voted to hold rates steady. Three

people wanted to raise rates. They're

the your kamicazi guys. And one guy

wanted to cut rates. He's just, you

know, high. And that 8 to4 split tells

you everything. The Fed is being pulled

in every direction at once. And the hold

the line strategy is barely winning. At

the same time, the Fed started doing

something they're not telling you about.

They're printing money. Yeah, their

balance sheet is growing. It's back

above 6.7 trillion. But then they're not

calling it money printing or quantitive

easing or QE like in the past. Um but

they're still doing it anyway. And to me

it doesn't matter what it's called. If

it looks like QE or quacks like QE, you

know, you know, you know they're

printing money. Again, why does this

matter? Well, think about this. America

holds rates, Europe raises them. Why

should you care? This is kind of

complex, right? Well, when rates diverge

dramatically between the two major

economies in the world, capital moves a

lot of it. Money flows towards higher

returns and stability. If US rates stay

low and the economy grows, money pours

into America from all over the world

because the stock market's going to boom

and everyone's going to want to buy it

and it's going to be wonderful. You're

going to make so much money. If Europe

is hiking rates, but the economy is

shrinking, smart money leaves Europe.

And the last time the US and Europe

diverged like this was 2014. What

happened? Massive capital inflow into

the United States of America. The dollar

surged. European stocks underperformed

American stocks for three years. It's

true, my European friends. And if you

owned a bunch of international funds

that are heavy on Europe or those, you

know, global whatever funds some of you

people own, you got crushed. This trade,

this interest rate divergence trade is

one of the most powerful and most

predictable setups in investing I've

seen basically in my life. It's

happening right now. So, let's talk

about there was a third force, wasn't

it? This is going to be long, isn't it?

Um, I hope you've got a got a nice

enjoying the view at least behind me.

Okay, the third force is the one that

turns all of this into an opportunity.

And you're here for the opportunity, I

imagine. What most people don't know

about Wall Street is this. Institutional

investors don't actually make

independent decisions. They follow

models, computer models that tell them

how to allocate their money. And right

now, every major bank's model assumes

three things. War continues, oil stays

above 100 bucks, and the Fed might raise

rates. Three assumptions, right? And

what's the first three letters of

assumptions? Yeah, that's what what

assumptions make out of you. They could

all three all three of those could be

wrong. And when every big investor is

positioned for the same potentially

wrong outcome and the opposite happens,

the market is going to move a lot like

really really a lot because these funds

are then forced to rebalance. They have

to sell what they bought and they have

to buy what they sold and then all do at

the same time and that creates massive

fast price swings both up and down

depending on what you own. The last time

we saw this was early 2020. Nobody

expected the recovery that fast of 20,

you know, the COVID nonsense. But the

stimulus was so massive, rates went to

zero and the market ripped massively

higher. Maybe you remember that. It was

a glorious time. And that recovery

minted more millionaires than any

12-month period in market history.

Seriously. So, this is why I'm making

this video because I think it is that

important. Now, the money wasn't made by

people who saw the crash. It was made by

people who positioned for the recovery.

Now, I started off with an illusion to

AI and AI money and AI debt. You see,

there's 1.8 trillion in hidden AI debt

out there. And that debt is not

automatically a disaster. If rates go

up, so this war continues forever and

the Fed just has to do it because

inflation goes to five and six and 7%.

That debt, that 1.8 a trillion of debt

that has, you know, issued by by Meta

and Amazon and Microsoft and all those

tech darlings, it becomes incredibly

expensive. Companies that borrowed to

build these data centers will get

crushed pretty hard. It's like 2008, the

mortgage crisis. Debt that seemed fine

when rates were low becomes toxics when

rates spike. But if rates stay low, you

know, our peace scenario, which is

hopefully what we're going to get for

the sake of everybody in that region,

then those same 1.8 trillion in debt, it

stays cheap. It doesn't matter. Those AI

bets could actually pay off and

companies will survive. The AI

investments will generate some revenue.

Same debt, same companies, completely

different outcome depending on just what

war, peace, and interest rates. Let's

tie all this together because putting it

all together is the key insight really

of this entire monologue lecture here,

right? Scenario A, peace. Peace means

you get cheap oil, you get lower

inflation, the Fed will cut, AI debt

stays manageable, the economy will grow,

stocks rip higher, right? Peace, good.

War, not so much. Why? The war

continues. Doesn't need enough to

escalate. It just has to continue. You

know, the occasional drone flying into

an oil tanker, that's that's about

enough to make it uninsurable. Oil will

spike, inflation will explode, the Fed

will eventually be forced to raise

interest rates, the AI debt bubble

implodes, you get a massive recession

and tons of stocks crash, especially

your favorite tech stocks. Very, very

little middle ground. I said in the

beginning, you can't be a little bit

pregnant. This is basically one of those

scenarios. You either or you aren't,

right? But a lot of Wall Street is very

cautious in their position for the bad

scenario. So if we do get a peace deal

and it isn't just a piece of paper but

actually the shooting more or less stops

what happens? Massive massive

opportunity for you. So let me walk you

through this uh six sectors I think I

said right? Let's see if we can uh we

can put them all together. So let me

show you the order first of all that the

money flows through the economy. The

first place the money goes is energy.

Energy gets repriced and that's the

fastest move that happens almost

overnight. could happen on Monday or

Tuesday or or whenever oil and gas

stocks repric immediately. Energy

futures could collapse. So the price of

oil comes down, gas goes down, pipeline

companies adjust their forecast. And

that's the wave that makes the

headlines. But it is not where the big

money is made. If that happens, I'll

take profits on our oil and services,

oil and gas services and and exit that.

And it's already set up. It's automated.

Again, something we'll cover on Sunday

if you join me at Wealth Machine. The

second wave is transport, airlines,

shipping companies, trucking firms. They

see their costs drop, and we've been

piling into these gently the last few

weeks. If their costs go down, but

they're still charging the same prices

that they quoted a few weeks ago, what

happens? the gap between the lower costs

and the price that they're already

charging expands. So what's this? It's

called a margin explosion and it's

profit. It is just pure profit. So it's

very good for them. The wave number

um is the consumer. Gas prices drop.

People have more money in their pockets.

They feel like spending more. They start

spending on things they've been putting

off. restaurants, vacations, new

appliances, retail, restaurants, travel,

they all go through the freaking roof.

And this is the wave where Main Street

starts to feel the benefit. Wave numero

qual is manufacturing. This takes a

little bit longer, 3 to 6 months, I

would say. Lower costs for manufacturing

means suddenly it's cheaper to make

things in good old America. So, US

manufacturing becomes more competitive

again. So you get the industrial giants,

the caterpillars, the John Deers, they

start to go back up and then when

everybody thinks this is all over and

everyone's forgotten about the peace,

but 6 months later the following

happens. Lower inflation means the Fed

can finally cut rates or at least they

can hold them at a lower rate for a

while. When rates drop, when mortgage

rates drop, housing explodes, people buy

homes, refinance, spend money on

renovations, autos, big ticket

purchases, everything that requires a

loan, it goes only one way. Most

investors see wave one and then they

panic sell the energy stocks, right? The

real money, the generational wealth is

made in waves three, four, and five.

That's where the patients investor wins.

And you might be thinking, how do I know

what wave? And that's a great question.

I will answer that for you on um it's

actually a good exercise say there's a

little wall behind me. I'll answer that

for you in great detail on Sunday by

showing you the the full system and I'm

not holding that back from you here.

It's just when these videos get too long

um YouTube will stop showing it to

people and my goal is to reach as many

people as possible so we can get into

financial nana rather than um you know

FOMO buying the latest thing. But I did

promise you I'll give you some sectors.

So let me let me walk you through the

sectors here to make sure you will

really get away here with with more

value than you came for. [laughter]

Right? So if we get the peace deal, the

traditional oil and gas stocks could

drop 25 to 40%. So anyone who's very

heavily invested in energy gets crushed.

Now the infrastructure companies, the

energy infrastructure companies, the

guys who build the pipelines and the

terminals and so on, they could actually

be fined because first of all more oil

and gas flows through their pipelines as

a lot of infrastructure in the Middle

East that has to get repaired. Uh

because when you turn those facilities

off and much of the Middle East has

stopped pumping, it takes months to

maintain and get them back online. Also,

some of our stuff's got damaged so it

needs to all be checked out. So the

smart players

I would I argue stay in energy and again

I'm not a financial adviser. I'm not

telling you what to buy but potentially

stay in energy but shift from the

producers to the infrastructure. And I

actually did that about nine months ago

but um sometimes understood a little

early to things too. The risk is this.

If the war escalates and oil spikes,

energy stocks will continue to rip

higher for a while. But really high oil

prices eventually kill demand and

eventually trigger recessions. So, you

don't want to be in oil stocks forever.

Yeah, just a little bit of of a hint

there. The second sector to look at is

is transportation. Airlines essentially

are leveraged bets on oil prices. A

terrible thing to own an airline stock.

I um I I know some people in the airline

industry and I always shake my head

about why they do what they do. It makes

absolutely no sense for anybody to fly

you anywhere. It's a terrible business

model. Think about it this way. It's the

only thing in the world where you put a

product out and somebody buys it and

you're losing a lot of money because if

you only sell one's seat, even if it's a

first class seat in the plane, you're

losing a ton of money for that plane to

fly empty. And then once it's full,

you'll still have people who want to buy

your product, but you can't supply them

because now you put on another plane,

you're going to take that massive risk

again. It's just a weird business model.

It makes no sense. But anyway, fuel is

basically their biggest expense. So if

oil stays high, their margins get

destroyed. Um, but if all drops,

airlines could be a glorious

opportunity, as will be most of

transportation. H how do you find out

jet fuel futures if you watch that sort

of thing? You probably don't because you

actually have a social life and friends,

unlike me, which is why I'm standing

here on my own. [laughter]

Um, but yeah, tell me if this is

valuable. Tell me this is too much in in

the in the comments down below. Just

write valuable or too much and I will I

will adjust my my output in future. Uh,

but I can't stop myself because I

promised you six sectors and we're only

two in, right? So, let let's do the next

one. It's tech. It's AI. It's the big

one, right? The one where you're all all

invested. So, higher rates. Um, the debt

that these guys have just piled up to

build the data centers will kill them. I

mean, not literally kill them, but it'll

kill the stock prices for quite a while,

which is why some of these amazing

companies are currently on on sale. If

you're wondering why M Stanley, by the

way, calls this the AI subprime.

That makes you sleep better at night,

doesn't it? So, what's the opportunity?

If the war ends, rates go down, it's the

greatest tech buying opportunity since

probably 2022. How do you know which

one's good, which one's bad? Well, you

could look at the balance sheet, which

is incredibly boring, operating cash

flow, that sort of thing. You can look

up in the Winston app if you like. Or

you can just look up where the

institutional money is flowing, which

is, I think, the the easier way of

answering it. And and again, I'll teach

you that on Sunday. Wealthmachine.org or

is the link to grab yourself that free

ticket to that. And then sector four is

is is you you the the American consumer

high oil um your spending will collapse

because if you pay four or five bucks a

gallon, tell me actually how much do you

pay a gallon of of of gas? Put in the

comments down below. Anyway, it'll it'll

it'll dent your your other spending. And

the retail has priced a lot of that in.

But we're just starting to see that

appperal for example which is uh you

know g stuff is is actually peing its it

sort of head above the above the the

cliff. So there might be some

opportunity there coming up. So when the

rates come down, the gas prices come

down, you're going to go out and you're

going to eat more, you're going to

travel more, you're going to improve

your home, you're going to buy a new

home, you're going to spend stuff on

things you didn't particularly need when

really you should just be investing the

money, but that's a different story. Uh

so there could be some real opportunity

there. And then sector five. And then

there's one more. I promise you. Real

estate. Higher rates. It's a shed share.

Lower rates. Oh, a cat just has just

come out here. Very nice little little

kitty. Um, can I show you the kitty?

Maybe I can. Hang on. Very important.

Can you see the kitty? Yeah, there she

is. Pretty. Hey, sorry we had to

interrupt this program because a cat

walked past you. Like, this guy is a

lunatic, isn't he? Um, yes. Certifiable.

I've been told that many times. Um, we

sort of embrace the madness around here.

We saw some of the commercial real

estate popping up last week and doing

quite nicely. Uh even though office

buildings are empty, nobody wants to go

there and landlords that are falling.

It's just because we're thinking or Wall

Street's thinking rather the worst's

behind us. We might get some peace. We

might get interest rates that come down

a little bit more in which case

everything is going to be fine and

there'll be a bonanza. So again,

something to watch for. I think it could

be a glorious opportunity. Commercial

REITs. Seriously, the stuff that was

just complete toxic garbage till a few

weeks ago. And then you've got um your

exoticles, the international and the

European stocks. So Europe is at this

point a rate trap. Europe is raising

rates into a recession because they

enjoy pain. You know, the Frenchies or

whatever. I don't know the worst thing a

central bank can do in my opinion, but I

think the European Central Bank are a

bunch of nitwits. Um but there we are.

Um, last time that happened, American

stocks outperformed the European ones by

30% over the next two years. So, if you

own some European or international

funds, uh, you might want to think about

what to do with that. Again, I'm not

telling you what to do. You got to come

to your own conclusion, but at least

learn what could be happening there.

Check your portfolio. Yeah. And at the

same time, it should make the dollar

ironically strengthened against the

euro. So your euro files if you own that

monkey money that you call dollar and it

goes up you make more money right so

having said all that I want to be honest

with you I respect your intelligence I

don't have a crystal ball nobody does I

don't know which world's going to

materialize nobody does I don't know

whether the supreme leader of Iran is an

incredibly uh reasonable and rational

chap and enjoys negotiating with Trump

lot but what I do know is this the

market is priced more or less for one

outcome. War continues, oil prices stay

high, rates stay where they are or go

up. And the only way I know what's going

to happen is by starting to see the

institutional money move. I call it

follow the money, which is pretty much

my entire investment thesis. I don't

really care very much what stock I make

money from because type 10 years down

the road, nobody's going to care. You

won't care. you're just wondering why

your neighbor has got a bigger house or

a bigger yacht or whatever it is or

taken care of his family better. Um, and

it's because he made more money out of

something that you didn't own. So, I

look for opportunities that I think

could be very large. I think we have a

consensus here that could be wrong. And

if it is, the repricing will be

explosive. Fortunes will be made. A lot

of people unfortunately will cry. And I

think it is such an important important

event we haven't seen for many years

that you deserve to understand it. And

if you wish to really really learn the

rules on how to follow the freaking

money, how to take advantage of this IPO

summer that we're in the midst of where

a lot of wealth is going to be made and

how to set yourself up for the next five

years, then join us on Sunday on yes,

Father's Day. I think it is at 700 p.m.

New York time. So, it'll be good for you

lot in the Americas. Uh for you lot in

Europe, you're going to have to ask for

permission to stay up a little later.

And uh and if you are in Asia or

Australia, it'll be fine for you as long

as you have an alarm clock. So, come and

join us. Grab yourself a free ticket.

It's called wealth.org. Link is down

below in the description. And we're

going to enjoy the rest of the south of

France. If you're wondering where I am,

that is where I am. And it is called the

Coutazur for a good reason. It is

obviously this gloriously blue all

summer which is also why the cats are

happy. I can still see her actually

which is nice. And I wish you a glorious

year. I wish you tremendous success and

I hope to see you on Sunday if you do

sign up for the Sunday workshop. Write

wealth machine into the comments down

below. All the best. If you own silver,

whether it's in coins, in a safe,

shares, in an ETF, or a mining stock,

what happens on June 16th could be the

single most important day for your

investment this year. Here's the

problem.