Trading Trump 2.0 (1/22/2025)
Timeline:
0:00 - Market overview and NASDAQ performance
1:04 - Energy markets and oil price discussion
2:21 - Natural gas prices and LNG industry analysis
13:03 - Discussion about home plumbing
17:26 - Policy changes and market preparation
19:22 - Review of previous trade recommendations (GEO Holdings)
29:02 - Palantir (PLTR)
33:28 - Nucor (NUE)
41:21 - Thompson Reuters
43:44 - CNA Financial (insurance)
51:21 - Discussion of AT&T and dividend strategies
1:04:02 - CBIZ (accounting firm)
1:35:38 - Netflix and streaming companies
1:36:02 - Comcast (CMCSA)
1:50:33 - Closing remarks and methodology discussion
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