Transcript of We have *JUST* 7 days left.
Meet Kevin
0:00We're back from vacation, which means0:01the stock market should start going up0:03again because that has always been the0:05tendency. But we've got to talk about a0:08full catchup of absolutely everything0:10that's going on. Which means we need to0:12talk about the fears about artificial0:15intelligence. What is happening with0:16anthropic? What is happening with0:17Broadcom? What is happening with Iran0:19and therefore rates and oil? What is0:21happening with the Fed? What is0:22happening and expected to happen0:23tomorrow with CPI? And then of course0:26this all comes on the back of the great0:29suckening. The great sucking is a little0:32bit of an oopsy doopsies every time. And0:35we say this all the time. It's actually0:38one of the easiest things we do in the0:40alpha report. I'm just going to shout it0:41out there. Okay, I shouldn't be doing0:43it, but I'm going to shout it out0:44anyway. One of the easiest things about0:47the suckening is anytime markets are0:49worried about the suckening, which means0:51this raising of capital, think about0:53what was raised. You've got a Broadcom0:55race with Anthropic, a Broadcom race0:57with Oracle, and we're talking like $400:59billion, or sorry, a Broadcom race with1:01Anthropic, and one with OpenAI. The1:03Anthropic one was like $40 billion. You1:05got those two raises. Then you've got an1:07Oracle raise coming up and you've got1:09the SpaceX $40 billion. You've got1:11somewhere around $140 billion of money1:14raises that were announced within about1:16the last 7 days. And the Oracle one is1:19still sort of pending. So, we're lumping1:20that into that. That's a lot of capital1:23that has to go into these bonds. And1:25these bonds are starting to offer higher1:26yields because they have to. That sucks1:30money out of a lot of stocks except for1:35Apple. Apple loves it when everyone else1:39gets sucked dry of capital. For some1:42reason, people throw money into Apple1:44stock every single time there are these1:46announcements of deals. And so, it ends1:48up being an easy trade. We bounced off1:51332 on the announcements of the uh the1:53suckening last week. We're like, hey,1:55it's going to bounce here. This is1:56bullish. Apple, all of these1:58announcements and you know, it's up 142:00points since then. And this trend seems2:03to continue. So, while Nvidia or AMD or2:07chip stocks suffer, you end up getting2:09Apple that does well. And then of course2:11people go sort of cherrypick some2:12software names as well like Salesforce2:15or Palunteer or another one we're very2:17excited about is Meta. Uh in the last2:20two alpha reports we've been calling for2:22a bounce on Meta and both days we called2:25the bounce. Uh we have seen a bounce2:27over the last two days here. 717 was2:30where we closed uh about two days ago,2:32two market days ago. We called for a2:33bounce right after that. bounced2:35intraday and we called for a bounce2:36again this morning and it also continued2:38its bounce. So why why why does this2:41happen and what is the giant fear that's2:43going on? Well, the giant fear that's2:45going on is really the bond market2:47sending some concerning signals around2:49the suckening. Look at SpaceX's bonds.2:53So I tweeted this yesterday. Some of2:55this is a little niche, but it's really2:56important for the broader market. So2:58I'll explain it, but you can follow me3:00on X at Realme Kevin. But take a look at3:02this. SpaceX's bonds keep sinking. So,3:05this is the 30-year bond price for3:07SpaceX3:09and SpaceX's bonds have gone from par3:12value of $100. So, think you start at a3:14hundred. Okay? It's like a race. Okay?3:17If you go over a 100red, that's that's3:18you're making money. You go under 100,3:20you're losing money. But the more under3:23a hundred you go, the higher the yield3:25goes for a new purchaser. Not the3:27existing holder, it's for a new3:29purchaser. So what you ended up having3:32uh was this this collapse and sort of3:34bleed out of these SpaceX bonds now down3:3714% which for the bond market is a lot.3:40That's about 14.8%.3:42Uh sending the effective yield up for3:44SpaceX to borrow on 30-year debt to 8%.3:48I mean these are like you know 30-year3:50mortgage rate levels and that's what3:52SpaceX is borrowing for. And so some of3:55this combined with the Hawk Tan comments3:57yesterday from Broadcom, which I think3:58were broadly misunderstood. Uh you had a4:02little bit of uh some concern around4:03hardware. Again, yesterday I wrote that4:06people are freaking out about Broadcom4:08CEO's uh casino comments. I actually4:12find that the CEO is pretty smart and on4:14point and he's generally very blunt and4:15honest. And really what he was talking4:17about was this fear that happens where4:19why is it that when OpenAI, you know,4:22one investor says, "Oh, their gross4:24revenue, net annual recurring revenue4:26was $70 billion." And another investor4:28says, "Well, well, I calculate the net4:30at $50 billion." The fact that the4:32entire stock market moved down over that4:35concern, I think it was last Thursday or4:37Wednesday, one of those days, was4:39ridiculous. and he's arguing that a lot4:42of people are simply trying to gamble on4:43the stock market, that they're not4:45really investing in longerterm AI, which4:47he is bullish on. Obviously, he argues4:50that it's going to take time for the4:51productivity to prove itself, but4:54overall, we need to we're going to move4:57on from this sort of memory shortage to5:00a money shortage. And so he actually hit5:03the nail on the head in my opinion that5:06the great sucketing we've been talking5:08about is exactly the shortage that5:10markets face right now is you need more5:12money to pay for the continuation of5:15this cycle. And that's partly what this5:18CEO is actually trying to solve at5:20Broadcom because they are5:23conducting vendor financing deals where5:26you know they'll raise $40 billion turn5:28it around to sell chips to Anthropic and5:30so they get revenue today and then they5:32hold the bag of accounts receivable. Now5:34the good news is a stock like this has5:36gone down to like a6 peg right now. uh5:40compared to its expectations, this is a5:42dirt cheap stock. It should probably be5:44a four or fivex from where it is now.5:47Obviously, assuming some reasonable5:48level of growth continues for the5:50company and that's one of the reasons5:52why we've seen such a rollover is that a5:54lot of people are still of the mindset5:56that oh this growth can't continue. I'm5:59of the mindset that the products we see6:01from OpenAI, Anthropic or Grock or Muse6:04continue to get better. One of the6:05reasons we've seen Meta Rocket has been6:07the release of the Watermelon model,6:09which was the code name, and it's6:11actually the Wonder uh sort of6:14MetaFrontier AI, if you will. I did6:17notice that Meta is also offering uh and6:20this is not sponsored by Meta, but6:22they're offering a free option if you6:26while you're using Muse, you can get6:27their Max plan free for a year. I don't6:30know if that pops up for everybody, but6:31I saw it pop up and I'm like, it's kind6:33of brilliant because people are going to6:34forget that they signed up for that and6:36then they'll end up getting renewed next6:37year. Brilliant way to get people sort6:39of like used to maxing out and then they6:42get crimped. Really smart by Zuck. I'm6:45pretty bullish meta. Uh but that said,6:48all this sucketing combined with some of6:50this commentary about, oh, it's a casino6:52out there that makes people very nervous6:54about the AI trade. I think that's why6:56we're seeing some bumps, especially when6:58you combine it with what we've got going7:00on in Iran and then with a big catalyst7:03like CPI coming up. Now, I have uh sort7:07of a bet that I would like to make after7:09CPI comes out. And uh you know, this is7:12this is I a lot of people they look at7:15and they're like, "Oh, I don't know. Do7:16I want to use Cali?" I like using Kouchy7:19as sort of just a leading indicator for7:21where people's heads are and where I7:24could take the over or under compared to7:26what's going on in the financial7:27markets. So, I personally hope that this7:31right here, this exactly one number of7:34rate cuts plummets tomorrow after CPI7:37and and then I'm curious depending on7:38what CPI does. I want to make a play on7:41this. Uh because I've I've played this7:43before and I I put like a hundred bucks7:45in and I doubled my money because this7:47was all the way down at 9%. So, I'm kind7:50of hoping for a revisit over there. So,7:52I'm kind of excited about that. I7:53haven't I haven't made any kind of uh7:54bet here. And I think a lot's going to7:56come down to CPI tomorrow, which we'll7:58talk about. But, I do think it's8:00interesting because we could see that,8:01you know, markets are pretty confident8:03we're going to get multiple rate hikes.8:04If we get a weak CPI and we get an Iran8:07deal, we're done. This is going to be8:08one and done, which will be very8:10exciting. Quick note, obviously KCHI is8:12a paid sponsor of Reinvest My Startup.8:14You get a free $25 when you sign up and8:16make your first trade at8:17kshi.com/r/mevin8:20or you could use code meet Kevin when8:21you sign up to claim that. But let's8:23talk for a moment about the Iran8:25expectations because that's that's the8:27other big issue right now is what is8:29going on with Iran? Why don't we8:31actually have news out of Iran? Well,8:33this also bodess into this, you know,8:38higher rate hike expectation is I8:41believe, you know, today is what is it8:43the 13th? Today's the 13th. I believe8:46that we're most likely the best window8:49for us to get a deal, and I've said this8:51for a while, the best window to get a8:53deal is between the 20th and the 27th.8:57The rationale for this time frame is9:00this right here is where the Federal9:03Reserve's uh meeting is. And so if you9:05get a hot CPI report tomorrow, the only9:08thing that solves a hot CPI report for9:12us not getting a rate hike in October is9:15Donald Trump getting a deal with Iran.9:17So that's why this window becomes really9:18important. And then if we don't have a9:20hot CPI tomorrow, then you could get a9:23deal in this range before midterms9:26and enable potentially no cut or sorry,9:28no hike. I should say hike if I said9:30cut. You know what I meant, a hike? Uh9:32no hike in December. That becomes really9:35important. So where do we stand with9:36Iran? Well, right now we're in that9:39clear negotiation phase where Iran9:42reportedly has accepted some of uh the9:46US proposal and the US has accepted some9:49of the Iranian side proposal, but9:51there's still a lot of hawking going on9:55in the media, specifically around Iran9:58calling the UK base incident a false10:02flag, where MI5 is blaming Iran for this10:07attempted attack they thwarted uh10:10against the air base that could have10:12potentially attacked US bomber plane10:14planes. Iran's like, "This is just a10:16false flag to make us look bad." At the10:19same time, you've got concerns that the10:22Iranians are trying to ramp up their10:24ability to dis uh or or disrupt the uh10:30shuttle system they call it in the10:31straight of Hormuz. This is basically10:33where the United States provides10:35insurance for ships and then escorts10:39with the ra with the US blockade uh oil10:42tankers through the straight of Hormuz.10:44And so there's been talk about10:46potentially ramping up attacks over10:48here. And then there's also at the same10:50time been talk about Iran fortifying its10:52nuclear sites, rallying its people for a10:56return to fighting. This is all very10:58similar to Donald Trump saying we're11:00going to strike them again. It's going11:02to be after midterms. We're sending a11:04third carrier to the region. You're at a11:08level of verbal and public negotiating11:12that in my opinion doesn't match what's11:14actually happening behind closed doors.11:16I think behind closed doors, and I11:18believe this, I I'm willing to be wrong11:20on this, but I don't think I am. I think11:22we the the more aggressive this talk11:24gets in public, the closer we are to11:27just finishing some leftover details.11:30And so that window between the 20th and11:3227th is the target I'm looking for. Keep11:34in mind that does mean this next week is11:36not so ideal. And we have CPI tomorrow,11:38which we got to talk about too. But look11:40at this. The 10-year is at 521.11:43This is actually below my peak of 527.11:48Now, yes, my 527 did rubber band up a11:50little bit, but I've been talking about11:52this peak for gosh, probably about 311:54weeks now. And well before other people11:57were talking about it. I think you know11:58that because you've been here. So, it's11:59not like we're trying to rewrite the12:01past. All my videos are live, you know,12:03like there are other YouTube channels.12:05Well, they they will delete their12:06historical videos. All my historical12:08videos are up. Almost all there there12:11are some few that that don't exist12:14because they had either there were12:15mistakes or they had to be taken down.12:17Like, you know, back in the day, I made12:19some videos about Dave Ramsey or Grant12:20Cardone and and some of those might be12:22missing. [laughter] But I I would say12:24like 99.9% my right calls and my wrong12:26calls, they're all there, right? I'm a12:28big fan of that transparency. Like I'd12:30rather be transparent and wrong than do12:33what you know some channels do some12:35either in finance or tax accounting or12:36whatever where like every couple weeks12:38they just go through and delete their12:39videos from 6 months ago. It's crazy.12:41You could look on SocialBlade and you12:42see the views go negative. You'll see12:44like minus 500,000 views. It's like aha12:47aha. I know we know what they're doing.12:49But anyway, this is very interesting12:51because, you know, we charted this out12:53and what we flagged was how vertical12:56this was going. That, you know,12:58previously the growth in the 10-year uh13:01the slope of the line somewhat looked13:02like this. And then we flagged that this13:05was starting to flatten out. Well, not13:08only has this line started to flatten13:10out, which is very bullish right here,13:13but it's actually started to rotate down13:16now, which is really exciting. And I13:19don't think a lot of people are paying13:21attention to this, but I think this is13:24the 10-year bond market telling you that13:27we are getting close to a deal with13:29Iran. Because think about it, the spread13:31on the 102 is coming down. We're at 4113:34basis points on the spread between the13:36two. Well, what the hell does that mean,13:38Kevin? That's too complicated. Why would13:40that happen? Well, here's potentially13:42why it could happen. Basically, the13:4410-year comes down. Okay, the 2-year13:48stabilizes. What does that mean? When13:51the 2-year stabilizes and the 10 comes13:53down, well, that means you're flattening13:55the yield curve. And to some extent,13:58it's a slightly bullish flattening. What14:00does that mean? Why does it happen?14:02Well, in my opinion, it's happening14:03because the longer term Treasury market14:06is saying, okay, we're getting closer to14:08a resolution with Iran. We're getting14:10closer to peak, you know, CPI. Oil14:14prices are close to peak. As all those14:17things are close to peak, our inflation14:18expectations can come down on the long14:21run. But we still have the belief that14:23in order to accomp or the belief that in14:25order to accomplish this, we're going to14:27have to stabilize Federal Reserve rates.14:29So, the discount window rate is going to14:31have to be higher for a little longer.14:33And that's where the 2-year stays14:35stable, but the 10 starts coming down.14:37That actually flattens that curve, which14:39is bullish. That is a good thing. So,14:43I'm really happy to see this. Not just14:45because I made this call that at 52714:47we're at peak, which obviously everybody14:50wants to be right, but regardless of14:52whether this was peaking at 550 and I14:54was wrong or it's peaking where I said14:56and it's right, the point is the14:58direction is right and to me it's15:00signaling that this deal is getting15:02closer between the 20th and the 27th.15:05Now, the problem that we have is15:07tomorrow we have a CPI read that's a15:09little bit of a crapshoot. Now, we15:11talked about this in uh our alpha15:13membership in terms of uh some some you15:15know you know what what could end up15:17playing out with the CPI report and I'm15:19not going to go into all of that here15:20but I'm going to give a little bit of a15:22preview. You have a very bizarre CPI15:24report tomorrow. I I have not seen a CPI15:27forecast like this before and I don't15:30really love it. I'll just put it that15:32way. it increases the risk that leading15:36up to the 20th to the 27th, we15:39potentially have a little bit more of a15:41headache to get through. So, it's just15:43the setup right now between now and the15:4520th isn't the most ideal. Even though15:47underlying economic data, mostly because15:49of AI, still holding up. Like, if you15:52didn't see this morning's ADP numbers,15:54the ADP numbers this morning were15:55fantastic. Uh now in fairness, those are15:58still last week of September numbers, so16:00they're a little bit on the older side16:02in terms of data. Uh we get our first16:04week of October next Tuesday, but almost16:07nobody pays attention to the weekly ADP16:09numbers. I like to what I've actually16:11seen is we just had a revision. So we16:13came in at 24.75K per week, which is16:16great. A lot of that, you know, because16:17of AI construction and otherwise, but uh16:20the prior read of 23.75 was actually16:23revised up to 25.25.16:25So, it's pretty bullish. So, overall,16:28this keeps me higher on the bearable16:30bull scale. Now, as far as expectations16:33for CPI, and you can kind of make with16:36this what you want, but take a look at16:38this. If you look at this, this is16:41what's expected on the month overmonth16:43CPI level. This is what's expected on16:46the month-over-month core. This makes it16:49really hard to win tomorrow because even16:53if you have a low headline number,16:56people want this to win. And if this is16:596, it's bad. So basically like think17:02about this for a moment. You know, over17:056 is bad. Okay? At 6 is bad. And even at17:110.5 it's still bad, right? Like all of17:15those numbers are bad. That's not good.17:18Uh, and then over here, you've anchored17:20the core so damn low. In order to make17:24people happy, you'd have to be like 0.117:26or 0. Dude, the expectations for17:29tomorrow's CPI report just suck.17:33So, uh, they do create some challenges17:35and risks for us between now and frankly17:38the Iran deal. Now obviously if there's17:42no Iran deal we've got massive problems17:44in this market uh because that means the17:47tenure is going to have to potentially17:49rise even more. Now there is talk that17:52we are of course becoming less reliant17:54on Iran but which is fair with our17:56shuttling operation our uh escorts but I18:00do think in the long term you know18:02Iran's going to do whatever they can to18:04get that leverage back. Uh, in fact,18:07that's the argument that CSIS makes that18:10the post-war threat to Gulf War energy18:12infrastructure is what we should pay18:13attention to and that the strongest18:16weapon of Thran has been its ability to18:18weaponize the straight of Hormuz. And18:21they're likely to try to do whatever18:23they can to disrupt future oil pipelines18:26as well. But there is good news in this.18:29The more pipelines we have in the future18:31with potentially an additional four18:33million barrels of oil of export18:35capacity by the end of 27 or another18:37seven million by the end of 28, the more18:40we have these pipelines. Not only the18:42potential not only that we have even18:44more oil exports out of the Middle East,18:46but the more diversified our oil exports18:50are to whether the Red Sea or the18:52Mediterranean Sea or elsewhere. And that18:55is really bullish because now you're18:57diversifying that risk that used to18:59concentrate in the straight of Hormuz to19:01many different oil pipelines. Oil19:03pipelines are obviously still subject to19:05attack as we saw in Saudi Arabia, but19:09you don't have sailors on them who end19:11up dying. uh a lot of these pipelines19:14are buried and so it's really the uh19:16fueling or the either the concentrating19:18or the pumping stations uh that you have19:21to uh target which potentially are19:23easier to defend but they also more19:25diversified. Best case scenario you have19:28a deal but uh pipelines are as they19:31mentioned here particularly valuable19:33because they increase the number of19:35options for exports making total supply19:38disruption difficult. This is actually19:40really bullish because there have been,19:41you know, people that used to comment19:43and I don't see them comment that much19:44anymore, but I used to see people19:46comment. They're like, "Oh, wait. Dr. P19:49says that the Iranians are going to19:51become a superpower in the Middle East."19:55I get it that right in the middle of the19:57war when the United States is on its19:59back foot, people go, "Oh, the United20:02States is failing. They're getting shown20:04up by Iran." And you know what? It was20:06probably a mistake to to, you know,20:09attack Iran. It was probably a mistake20:11to just rip up the JCPOA without having20:13a replacement. But that's all in the20:15past. Now, the US was, in fairness, on a20:18back foot this summer, uh, well,20:20probably more like April, you know, we20:22in March, so spring. So, we weren't20:25really doing that well. Now though we20:28are in a much stronger position where20:30not only do we have this naval blockade20:32that's actually functioning with the20:33economic sanctions the blockade of uh20:36cargo uh that is uh being shipped within20:39uh so I guess it's not technically carbo20:41cargo right cuz cargo goes on a ship but20:44shipments go on trucks20:47and then yeah it's weird anyway um but20:50you've got this challenge for getting20:52trucks into and out of uh Iran whether20:55through the uh Pakistani borders or20:58Afghanistan or Iraq. Uh that's21:01problematic for their supply chains. And21:03there's even been talk that the21:06Ayatollah has suggested their supply21:08chains are being affected. So that was21:12either in the journal or let's see here21:15it is. Yeah, here it is. Iran's Supreme21:17Leader praised the work of rebuilding21:20their missile and drone facilities but21:21acknowledged supply chain related21:23struggles in early September.21:26comments linked to the IRGC.21:29This is uh a recognition that so far the21:33United States and its strategy is21:36functioning against Iran better than it21:38ever has before. And I'm not trying to21:41give credit to a politician and I'm a21:43big fan of bagging on all politicians.21:45Uh but I do think that Trump has finally21:47gotten the United States in the best21:49possible position for negotiating with21:51Iran. And so this this idea that Iran is21:54going to become a superpower, I think is21:55is uh overblown. I think that's an easy21:57thing to say when when they were a21:59little bit, you know, when they had22:00gained the lead there for a little bit.22:02But I don't think that's going to be the22:03long run outcome. I think a lot of Gulf22:05countries are very pissed off at this22:07disaster. I don't think they want Iran22:10to have nukes. I think they're tired of22:11getting attacked by Iran. And22:14diversifying away and securing their22:17infrastructure is exactly what they want22:18to do. when it actually makes the entire22:20Gulf region more resilient in the long22:22term and probably in the long term22:24brings oil prices down even more. So it22:26actually wouldn't surprise me that you22:28could have this convergence uh of22:31multiple22:33disinflationary factors in the future22:36where you end up with you know oil22:38prices coming down substantially. You22:41end up getting artificial intelligence22:43le deflation which which comes after the22:46infrastructure buildout. Right.22:48uh as well as hopefully oil prices down,22:52AI down, some form of interest rate22:54relief. These are all things that lower22:56costs for consumers and businesses and22:59otherwise. All these things can sort of23:01converge uh into interest rates coming23:03down, which is not only great for real23:06estate, but it's great for stocks. It's23:07great for the economy. It's great23:09overall without the fear that the23:11Federal Reserve has to fight inflation.23:12And by betting long on the economy,23:14you're somehow fighting the Fed, right?23:16Uh so all of that together sets us up23:21for where we stand today. Some of the23:22uncertainty that we've had over the23:24weekend, which makes sense. I mean,23:25Kevin did, after all, go on vacation.23:27We're back now, so we, you know, let's23:30get through CPI and we should be good.23:32Uh but uh I'm optimistic. I set a23:35threshold for uh where we would consider23:38buying the dip uh in the alpha23:40membership. So, if you're not part of23:41that yet, make sure to check that out23:42over at you can just go to meet23:44Kevin.com. It's always the easy one. Uh,23:46and that also aligns with if you want23:47the free daily digest, you can get the23:50free daily digest by going to meet23:51Kevin.com/digest23:53and you get uh some price targets that I23:56that we've talked about the daily23:57wealth, the daily digest on videos that24:00have been posted. Get that for free.24:01Just sign up here meet.com/digest. Put24:03your email in. Make sure you go to spam24:06and because it like your first email24:08will likely go to spam. Mark it is not24:10spam. do the little recapture and then24:12you'll be on the list and you'll get24:13that daily email which is kind of cool24:15and uh yeah we'd love to see you there.24:17So that's that. Uh one other thing to24:20note uh is that the Federal Reserve you24:24know one of the things that is very24:26unique about their situation is that24:29they are recognizing that they have to24:32hike rates because of geopolitical24:35issues and surging AI related24:37investments. The problem is the Fed24:40can't control either of those things. So24:42they know they are hiking at the risk of24:46the labor market rolling over to control24:49things that they can't control. So I24:52think there's a massive desperation to24:55get rates down or to stop needing to24:58hike. And the best thing that could do25:00that is a deal before the next Fed25:03meeting. That makes that 20th to 27th25:05window look really glorious. And I think25:07the way things are setting up publicly,25:09we are almost perfectly aligning with25:11exactly that. Uh so I'm optimistic about25:13that. I know not everybody is, but but I25:16I maintain my optimism on that and uh25:19I'm very excited about that. So Scott25:21says, "Sounds like a reverse vulkering."25:23Well, that's interesting. This idea that25:25Vulkar had to get credibility. So I25:27don't know. Is it though? Because25:28remember Vulkar had to raise rates25:30aggressively to gain credibility to deal25:33with unanchored inflation expectations.25:36In fairness, inflation expectations were25:38rising recently until uh Kevin Worsh put25:41the pants on. Kevin Worsh put the pants25:43on by hiking. Uh but I actually think25:46they might end up being one and done.25:47That's why I'm looking at that KHI25:49market. But you know, if we if we get a25:51bad CPI tomorrow, uh you know, that's25:53that's going to be a very volatile uh25:55cowi bet. So, I don't know. Maybe maybe25:57I need to start setting trade alerts for25:59for my KHI bets. [laughter]26:02Yet another feature of Reinvest One. Is26:05is that what you what I'm hearing Kevin?26:07Are you going to add even more features26:09to the reinvest van V? Uh big fan by the26:14way of Boston. Um specifically Cambridge26:17area and uh you know close to the river26:20sort of that northwestern portion of26:22Boston and uh Salem was fun although too26:25crowded this time of the year but uh big26:28fan. We had a great great flight over. I26:30I wasn't very optimistic about basic26:33economy in uh in American Airlines, but26:37it actually both of our flights were26:39actually pretty damn good. So, we26:41enjoyed them. I got a lot of research26:42done. Lauren got a lot of sleep in,26:44which is good, especially when you had26:46seven kids. But anyway, Alpha26:47membership, trade portfolio alerts, uh26:50reinvest stocks, the whole reinvest26:52terminal coming out at the end of the26:54year. Reinvest homes, the reinvest26:56research, that's part of the research26:58terminal. Really exciting. all the nine27:00courses, every course member live27:01stream, uh, Agentic AI for consumers and27:05Agentic AI for business also coming at27:07the beginning of the year. I can't wait27:08to see you there. Join us over at27:10meet.com. If you got any questions, you27:11can always email us at staff@reinvest27:14one.com. Thanks for being here. We'll27:17see you in the next video.27:18>> If you like that video, check this one27:19out. I think you're going to love it.27:21Why not advertise these [music] things27:23that you told us here? I feel like27:24nobody else knows about this.27:25>> We'll we'll try a little advertising and27:27see how it goes.27:27>> Congratulations, man. You have done so27:29much. People love you. People look up to27:31you.27:31>> Kevin Praath there, financial analyst27:33and YouTuber. [music] Meet Kevin. Always27:35great to get your take.
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