New Trade Ideas & the Macro View (6/25/2025)
Timeline
- 0:00 – Schlumberger (SLB)
- 2:03 – Long-term spread setup and portfolio trades
- 4:35 – Apple, SQQQ, Pinterest trades in short- and long-term portfolios
- 7:40 – Discussion of trade predictions
- 8:13 – Using Gemini AI for financial analysis
- 9:18 – Synchrony Financial
- 10:27 – Lockheed Martin (LMT)
- 11:54 – Pfizer (PFE) current valuation and potential
- 17:03 – Whirlpool rumors and position
- 20:20 – Pfizer income strategy (dividend + options) begins
- 45:40 – Summary of long-term wealth plan
- 51:05 – Meta + eBay partnership discussion
- 56:46 – AI investment opportunity
- 1:02:21 – Evaluating eBay
- 1:13:16 – Demonstration of AI-powered Good/Bad/Ugly stock report
- 1:17:01 – Hoka brand (Deckers)
- 1:26:44 – AI app monetization and business model
- 1:44:22 – UNH (UnitedHealth)
- 1:47:19 – Webinar wrap-up
🎯 Webinar Summary (hosted by Phil)
1. Portfolio Trade Recap
Phil reviews recent trades in both short-term and long-term portfolios, including positions in SLB (Schlumberger), Ferve, Apple, SQQQ, and Pinterest. He highlights both aggressive plays and income-generating option spreads.
2. Lessons from Trades
Discussion of wins and mistakes—calling out top-performing ideas, analyzing the worst ones, and exploring lessons.
3. AI & Research Tools
Phil demonstrates how he uses AI assistants for tasks like summarizing data, parsing tabs, generating “Good/Bad/Ugly” stock reports, and overall portfolio research efficiency.
4. Deep Dive: Key Stocks
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Lockheed Martin (LMT): Discusses defense industry context and recent performance.
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Pfizer (PFE): A major segment focused on a long-term, income-oriented strategy—combining dividends with covered calls and puts to build compounding returns over 10+ years.
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Whirlpool (WHR): Mentions rumors and option positioning.
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Meta & eBay Partnership: Covers their marketplace integration and strategic implications.
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Deckers (Hoka, UGG): Shares detailed analysis on buybacks, tariffs, and valuation considerations.
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UnitedHealth (UNH): Discusses risk from regulatory exposure and why it’s currently not suited for the portfolio.
