Transcript of Trump JUST Taco'd | What Trump & Iran **JUST** Said
Meet Kevin
0:00Just seconds ago, Donald Trump clarifies0:02that, quote, "We will not be attacking0:05Iran at any time prior to midterm0:07elections to be held in the United0:09States on November 3rd. We will not be0:11attacking anytime and we are having0:14productive discussions with the Islamic0:16Republic of Iran. This is exactly0:20what we thought would end up happening,0:22that there's no chance in hell this is0:24happening before the election." Now, in0:26what you're about to see, I'm going to0:28break down the exact negotiation that's0:31going on. I just want you to know that0:33there are some reference into references0:35in this where I'm like, they're talking0:37about making battle plans. This is all0:39just part of the negotiation though.0:40Ignore it. But since I filmed that,0:43Donald Trump has come out and said,0:44"Yeah, pretty much Kevin's right." So,0:48keep that in mind when you go through0:49this. But watch the rest because the0:51rest gives us a very clear breakdown on0:53where these negotiations are and how I0:55think this is going to play out. So far,0:57it's playing out exactly as planned. And0:59if you want to see more about Kevin's1:01mindset, remember that today is a coupon1:03code expiration day for reinvest1:05one.com. I'd love to see you there.1:07Reports indicate Sentcom has been1:09ordered by the Pentagon to finalize1:11preparations for major combat operations1:14against Iran. Now, Axios reports that1:16the directive didn't include a specific1:19date for launching strikes and President1:21Trump hasn't made any final decisions,1:23but the move is an indication that1:25strikes against Iran could resume even1:26before the midterm elections. Reports,1:29yeah, this is not ideal. And so, let's1:32break down everything that's going on1:34because the Iranians are trying to start1:36digging in and this could create some1:39complexities. In fact, here on Alazer,1:42we can see Iran says they won't give up1:44uranium enrichment uh enrichment or1:47surrender stock piles. This is coming at1:49the same time as the United States has1:51responded to Iran's request to a 7day1:56ceasefire. And so, understand the order1:58of operations here for a moment. Iran2:01wants a seven-day ceasefire. Then they2:04want to negotiate the nuclear issue with2:07the United States as to what kind of2:09deal they want to make with the United2:10States. The United States says, "No, no,2:13no, no. We're going to deal with the2:14nuclear issue first and upfront and then2:18we'll open up the straight of formoose."2:20So, we're actually really, in my2:23opinion, going back and forth because of2:25this nuclear issue. And now we're2:27getting this public negotiating that's2:29giving us Donald Trump saying and uh2:32leaking to reporters at the Atlantic and2:36Axios that there are now new plans in2:38place to go back to strikes. The2:41military military has been ordered to be2:44ready for possible strikes in Iran.2:47This, by the way, driving up oil prices2:49quite a bit. We were at 105. Again, keep2:52in mind when we were at quote unquote2:54peak fear on the NASDAQ 100, which was2:57around $700 when we made the peak fear2:59claim on the NASDAQ 100, uh Brent was at3:02about 109. We are almost back to that3:05one month ago pricing of around $109 per3:08barrel. Part of it because of these3:10threats of renewed strikes in Iran. But3:13in addition to that, you have China.3:16China's got a problem. Just here in3:18October, China, as the economist is3:20covering thoroughly here, China has3:23removed or killed their export licenses.3:27And this is coming right ahead of I3:29think they call it their golden week in3:31China, which is here. The prospect of3:32further pain to the pump explains why3:34the government stopped issuing export3:36licenses on October 1st, the start of a3:39golden week national holiday when fuel3:42demand often surges. It is unclear when3:45the freeze will end. And because China3:47has run its stockpile so low, see,3:50China's fuel stocks are disappearing3:51fast, the country is essentially having3:54to buy this fungeible product, barrels3:56of oil, uh, in the global markets. And3:59that is helping push oil not just back4:01to $100 per barrel, but now back over4:04$154:06per barrel. So you have China running4:07out of supplies. You have them issuing4:10an export ban. At the same time, we have4:13talk about potential escalations in4:16Iran. Military order to be ready for4:18possible Iranian strikes. Here's the4:20Axios piece. The Pentagon instructed4:22Sentcom several days ago to conclude4:24preparations for resuming major combat4:28operations in Iran. Now, this is4:30important because the last time Sentcom4:32was really only given two days to put4:35together strikes and then they ended up4:36striking a a wedding instead of a cell4:39tower because they don't properly4:41validate uh some of the targets or4:44they're relying too heavily on like a4:46Palunteer's Maven software and this is4:49problematic. You need that human in the4:50loop reviewer. Human in the loop very4:53very important. Uh this is also how a4:56school with over 123 school children4:59deaths occurred allegedly where the5:01United States had outdated intelligence5:04that hadn't been updated for over 155:06years and they relied on it with AI that5:08said looks good but the underlying5:10assumptions in it were wrong and then5:12you ended up killing 123 plus school5:14children which is obviously devastating5:17and now Iran can use that as their5:19branding that the Americans are truly5:21the terrorists who were killing children5:22in this war. It's all a disaster. A big5:25disaster. But so where do we stand on5:27the state of negotiations? Today is5:29October 8th and we do have some5:32negotiation updates we're going to5:34cover. I do want to mention that also5:36today is coupon code expiration day for5:38Reinvest 1. This is the first time we5:41are doing a price increase on Reinvest5:43One and we honestly underpriced this5:46product. We have sold a lot I mean5:48multiple six figures of this product in5:50just the last 3 days. Course members are5:53upgrading in droves. They're emailing us5:55at staffreinvest5:57one.com to upgrade. People who are not6:00course members are signing up. And so6:02check this out. You can see all the6:04benefits listed on the website. You get6:05the alpha membership every morning the6:07market's open except the rare time I'm6:08out on vacation. You get the trade6:10alerts. You get reinvest stocks and the6:12new terminal platform that comes out6:14later this year. You get the homes AI6:17included. You get reinvest research6:20which is a whole massive component on6:23its own. Uh it's going to be really6:25incredible what we're releasing here.6:26You get all nine of the existing6:28courses, the course member live streams,6:30the uh agentic AI uh module that comes6:34out in Q1 and then the business6:35blueprint module that comes out in Q2.6:38Uh there is so much here and we're so6:40excited about this. So consider using6:42that coupon and lock in that lifetime6:44access. that lifetime access you keep6:47for life. No extra payments for reinvest6:50one. Now, what's the going on with the6:52state of negotiations? So, obviously the6:54nuclear negotiations are a big deal. In6:56fact, two days ago, we made a video and6:58said it's not a surprise that the7:00president of Iran says, "Hey, yeah,7:03we're open to negotiations. We just7:04don't want to give up any of our7:06rights." When they talk about rights,7:08generally what they're talking about is7:10nuclear enrichment rights. And today,7:13unfortunately, we got a little bit more7:15sort of bearish color on exactly this.7:17You can see that right here. Iran says7:19it won't give up its uranium enrichment7:21or surrender stockpiles. So, these are7:24two now leftover poopy dupy problems7:26that we have to deal with with the7:28situation with Iran. There are two7:29issues here. Number one, should Iran7:31have the right to enrich any nuclear7:34fuel? Nuclear fuel obviously can be7:38utilized for nuclear energy purposes.7:40But the problem is the byproduct of7:42producing nuclear energy uh creates7:47products like plutonium which could end7:49up being turned into weaponsgrade7:52material. That's not good. Iran, the7:56last time we cut them off of the JCPOA,7:59went from like 8% highly enriched, well,8:028% enriched uranium to now 60% quote8:06unquote highlyenriched uranium with a8:08total of at least 450 kilograms uh of of8:12that product, kilograms of that product.8:14That's a lot. And part of it is because8:16we've stopped doing weapons inspections8:18or nuclear inspections in Iran. And so8:20now, of course, the big question is, how8:22can we catch up with inspections? And do8:26we authorize Iran to have the right to8:28enrich? And if we give them the right to8:30enrich, are we destroying the nuclear8:32non-prololiferation agreement? The8:34non-prololiferation agreement was sort8:36of a non-binding 1968 policy that hey,8:39like we're not going to create nukes.8:41And then of course, you know, now we got8:43a bunch of countries like Pakistan that8:45has nukes, Israel's got a bunch of8:46nukes, like a North Korea's got nukes.8:48And wow, what a surprise. Donald Trump8:50calls North Korea's, you know, fearless8:53leader his buddy and that they're on8:56good terms. He's also rocket man and has8:59a lot of nuclear bombs. And that's what9:01Iran wants, right? They want to stop9:02having their sovereignty threatened and9:04they see nuclear weapons as a path to9:06going, "Don't mess with us. We've got a9:08nuke." Okay. Problem is, the United9:11States wants to stop them from getting9:12there. But if you have a peaceful9:14enrichment program, that's part of the9:15process to getting nuclear weapons. So9:17that's the issue here. So, where we9:20stand right now, and let's try to clear9:22this up. Where we stand right now is the9:24Iranians are reviewing our response to9:28their 7day proposal. We could see that9:31right here. The foreign minister of Iran9:34has just said that Iran will respond to9:38a proposal within the next few days from9:40the United States. So, let's clarify9:44this. We're going to use an orange9:46marker here. So basically what we have9:49is Iran issues a 7-day proposal9:54and that 7-day proposal includes open uh10:00and then we'll talk on the nukes, right?10:05So it's basically open the straight of10:06hormones first and then we're going to10:08talk on the nuclear weapons. That's a10:09little messy over there, but whatever.10:10You get it. All right. The United States10:14is basically responding.10:16So the US response10:19is nukes10:22now. Okay, that's got to be part of the10:25discussion now. Now the tables have10:28turned in this negotiation. Back in10:30April, Donald Trump was on the back10:33foot. D WAS LIKE, WHOA, this is a lot10:36harder than I thought it was. And so10:38Donald Trump was basically desperate to10:40get any kind of deal to stop the stock10:42market from collapsing, which you know10:44was selling off quite hard. So he had to10:46take any deal, even a bad deal. So it's10:48no surprise that deal unraveled because10:50Donald Trump found a new position of10:52power. Economic sanctions combined with10:54air travel sanctions combined with a10:56naval blockade has now put Iran on the10:59back seat or back foot. So the tables11:01have really turned here. Now the United11:04States is not in a rush to make a deal.11:06The US was in a rush to make a deal. Now11:09there's less of a rush to make a deal.11:11And the the Iranian economy is suffering11:13as a result. Uh but the US response plan11:17is now expected to get a response from11:19Iran uh you know a counter to the11:22counter so to speak within a few days.11:25So Iran reply is now expected within11:31days. Okay, I'm going to show you that11:33in just a moment. So that's where we sit11:35right now at the bottom of that orange11:37section. You can see right here, Iran's11:39foreign minister has suggested that Tran11:41will respond to a US proposal within the11:43next few days as indirect negotiations11:46between the two sides continue through11:47mediators. Speaking to reporters, he11:50mentioned that the negotiation process11:52remains ongoing with messages being11:54exchanged. We presented our proposal11:56which was put forward under the 7-day11:58plan. That's the open the straight of12:00hormuz remove the blockade and then we12:02will talk about um the nuclear issue and12:06Iran's benefit of that would be getting12:08oil out and getting some money in12:10getting some supplies in getting more12:12bomb equipment in from Russia and the12:14Caspian Sea or whatever. Wherever12:16they're being blockaded or they're12:17probably still getting some of that12:18wherever they're getting blockaded you12:20are getting12:22uh a lot of pressure on Iran. You could12:26actually see that here in Alazer. Uh, I12:28want you to see that. Uh, if I scroll12:30down, let's see here. This is Jameson12:33Greer arguing that the straight is12:35basically open. Here it is. Iran's12:37finance minister said that worsening12:39inflation and rising prices have caused12:42significant hardship for the people and12:44the decrease in purchase purchasing12:46power has put a lot of pressure on the12:48people. However, measures are being12:50taken and I hope they will show positive12:53results without disclosing more details.12:57So, in other words, the Iranians know12:59they're getting squeezed. Donald Trump13:01knows they're getting squeezed as well.13:03The only thing that Donald Trump has13:06pressure with is the Federal Reserve13:08meeting uh over on the 27th is when13:12we're starting. So, I think the window13:15for a deal is around here, which roughly13:19aligns. Today is October 8th, so we're13:22right here at 108. and somewhere over13:25here we're going to get a response call13:27it 1012 and the US could potentially13:30sign that deal maybe subject to you know13:33some small modifications or some extra13:35pressure that Donald Trump puts on them13:37in this range that's my map for this13:40obviously it could be wrong I think some13:42of this talk about Iran's not going to13:44give up their god-given right to enrich13:46or whatever I think that Donald Trump13:48this is my opinion will ultimately fold13:50on that and will say all right as long13:52as you guys are open to weapons13:54inspections which they said they are.13:56Both the foreign minister and the13:57president have both agreed they are okay13:59with weapons inspections and that they14:01just want to enrich for their peaceful14:03program. So then you have to have really14:05strongly monitored you know inspections.14:07Are they going to you know stick to14:09that? I don't know. But the point is14:11there is a lot of pressure right now on14:13the steel. We've had multiple tankers14:16about 13 tankers struck between uh14:19September 29th and October 8th. That's14:21bad. The United States is not responding14:24to those strikes because the United14:25States does not want to go to war before14:27the election. Donald Trump is14:29threatening to, but I think that's all14:31it is. I think it's just a threat. I do14:34not think them returning to war and14:35actually oil prices going up even more14:38is what Donald Trump wants before the14:39election because Republicans will14:41absolutely get shellacked. It will be a14:43disaster for Republicans. And it might14:46be so bad, and I don't know if it's14:48possible, but it could be so bad that14:50Democrats end up with a supermajority in14:52the House and Senate, and then they can14:54override everything Donald Trump does14:56with a twothirds vote. Everything. They14:59can shut down everything Donald Trump15:01does. I don't think that's likely. You15:03know, the odds of a super majority are15:05probably less than 5%. But I'm just15:06saying if things go bad over the next15:09few weeks, which they could because of15:11uh an expanding war,15:13then then you're basically handing that15:15to a possibility to Democrats. So I15:18don't think this is going to happen15:20because of that. So you can see here, US15:23and Israeli sources say the war the15:26these resumed strikes could happen15:28before midterm elections and possibly15:29before the Israeli elections. No way. I15:33think the odds of this are very very15:35low. And I think their meeting at Camp15:37David was sort of a way to signal that,15:39oh, the last time we met at Camp David,15:41we had Operation Midnight Hammer and you15:43saw what came out of that. We bombed the15:45crap out of the Iranians. We obliterated15:47them. They're trying to send that signal15:49that they're willing to do that again.15:51But that's all they're doing in my15:52opinion is they're playing a a noisy15:55signal game. And it like I get it. It's15:59uh it's uh you know somewhat16:03manipulative if you will. [laughter]16:06So uh I find that very interesting and16:09uh ultimately I uh I think that uh this16:13uh this is all this is all part of the16:15MMO. It's all part of the grand game in16:19negotiating this deal very publicly. Uh,16:22and I do think that the more oil prices16:25go up between then and now though,16:26especially with this Chinese demand16:28coming into international markets, we do16:30have the potential for some volatility16:33here in stocks like we've been seeing.16:34Treasury yields keep coming back to my16:37527, so that's good. But oil prices keep16:39going up, which is not good. Uh, you16:41know, we're at 105 now on Brent, so16:45there's some pressure. Mind you, I'm16:46also going out of town tomorrow, so I16:49won't be live tomorrow. uh or Monday.16:53So, that could be part of the reason as16:55well. Anyway, uh go check out Reinvest16:59One and join us over there. Thanks so17:00much for watching and as always,17:03>> oh man, your boy Kevin just lost lots of17:06money. Oh, that's okay. I am with you.17:09With you.17:10>> If you like that video, check this one17:11out. I think you're going to love it.17:13>> Why not advertise these things that you17:15told us here? I feel like nobody else17:16knows about this.17:17>> We'll we'll try a little advertising and17:19see how it goes.17:20>> Congratulations, man. You have done so17:21much. People love you. People look up to17:23you.17:23>> Kevin Praath [music] there, financial17:24analyst and YouTuber. Meet Kevin. Always17:27great to get your take.
3,069 words · 448 lines
