The FED Just Did the UNTHINKABLE (Global Monetary Reset Starts Now) — Transcript
Full transcript
- 0:00The Federal Reserve just did something
- 0:01it has never done before in its 113year
- 0:05history. It opened its emergency dollar
- 0:08facility, the one built for American
- 0:11banks to a foreign government. Japan can
- 0:15now walk up to a window at the Federal
- 0:18Reserve, hand over a bunch of US
- 0:20treasuries, and walk out with fresh
- 0:23American cash. No questions, no selling,
- 0:26no crashing the precious American bond
- 0:29market on the way out. And Treasury
- 0:31Secretary Bessant didn't just allow it.
- 0:34He said he wants to make it bigger. Now,
- 0:37if you watched my last video, and even
- 0:38if you didn't, but I made one about the
- 0:40yen intervention that more than half a
- 0:42million of you have already watched, you
- 0:44know the machine, you know the carry
- 0:47trade in the trillion dollars that
- 0:48vanished in 40 minutes on Friday. And
- 0:51this is the next chapter. This is
- 0:53America's answer. And when you
- 0:55understand what they just built, you
- 0:58understand why it changes how your money
- 1:00moves from now on and how money moves
- 1:03around the world and why it matters for
- 1:05two very specific stocks. I'm going to
- 1:08buy today and I'm going to tell you what
- 1:10those are. Both of them just broke out
- 1:12above the exact lines that Wall Street
- 1:14watches most closely. And one of them is
- 1:17well, the market's literally going to
- 1:18pay you to own it. So you stick around
- 1:20to the end because the second one is a
- 1:23special situation trade. The kind of
- 1:25trade that I used to find when I was an
- 1:26investment banker and the kind of trade
- 1:29that most people on YouTube will never
- 1:31ever show you. Now before I go any
- 1:32further because this is kind of
- 1:34information dense. I get it. This is not
- 1:36what we normally talk about, right?
- 1:38There'll be charts, there'll be numbers,
- 1:39there'll be feds and all sorts of
- 1:42things. I've put together a full free
- 1:45companion research report for you.
- 1:47covers everything in this video and much
- 1:49more. And you can download it for free
- 1:51at felixfriends.org/fedreset.
- 1:53felixfriends.org/fedreset.
- 1:55The link is down below. Completely free.
- 1:57Zero obligations. If you're wondering
- 1:59who the heck I am, my name is Felix. I'm
- 2:01an exinvestment banker. Sleepy chap.
- 2:03Down here is Winston. And then he
- 2:05obviously did all the hard work and
- 2:06research around this one. Um, we're also
- 2:08the founders of the Goat Academy where
- 2:10my retired Wall Street mentors have
- 2:12taught tens of thousands of regular
- 2:14investors the same institutional
- 2:16strategies that are normally only taught
- 2:18behind closed doors on those trading
- 2:20floors. The very same rules I'm applying
- 2:22to those two stocks I'm going to show
- 2:23you today. So, what does it mean that
- 2:25the Fed just opened the vault door to a
- 2:27foreign government? Very unusual. Well,
- 2:30before I show you the machine and before
- 2:32I show you the two stocks, I I need to
- 2:34say something that made me make this
- 2:35video because it actually makes me kind
- 2:38of angry what's going on. You see what
- 2:40happens every time the Fed does
- 2:42something like this. Every single time
- 2:44the professionals, my friends in the
- 2:46hedge funds, institutional desks and so
- 2:48on, the people who already know how to
- 2:50read the signals, they read the signals,
- 2:52they position right, they make money,
- 2:55right? That's their job. But the
- 2:57beginners, most of you, the regular
- 2:59people, well, they call them exit
- 3:01liquidity. They're the ones the smart
- 3:03money sells into when the trade is done.
- 3:07And
- 3:08that is the design of the system. And
- 3:11it's the most expensive version of that
- 3:13story that keeps me up at night. It's
- 3:15the it's the person and maybe that's you
- 3:17or someone you know who spent you know
- 3:1920 years being careful saving doing the
- 3:22right thing and then one week one event
- 3:24they didn't understand it knocks them
- 3:26out and they quit the market forever and
- 3:29that's the single most expensive mistake
- 3:31a person can make with their money. Not
- 3:33a bad stock pick, not a rough quarter.
- 3:35It's actually quitting. So here is what
- 3:38I did about it. For the first time, I'm
- 3:41running a free live session built purely
- 3:44for beginners. No jargon, you know, I'm
- 3:46not going to be showing off anything
- 3:48fancy. I'm just going to show you the
- 3:50real skills from the ground up. And I'm
- 3:53going to show you how to read where the
- 3:55big money is actually moving, how to
- 3:57spot a stock that's breaking out above
- 4:00Wall Street lines, and how you can do
- 4:02that on your own so you don't have to
- 4:03watch my bloody videos all the time. And
- 4:06honestly, if you can do that without
- 4:08depending on anybody else, then it's
- 4:10very very different to me handing you
- 4:13two stocks today. I'm not saying you
- 4:14should buy them, but I'm going to walk
- 4:16you through it because if you can't read
- 4:19the money flow yourself, you would be
- 4:21dependent on the next guy with a
- 4:23microphone with it for the rest of your
- 4:25life. And I don't want that for you. So,
- 4:28it's this Saturday. It's at 9:00 a.m.
- 4:30Eastern time. I think it's 1:00 a.m.
- 4:32formerly Great Britain time. And it's
- 4:34completely free. No credit card, no
- 4:36catch. Just go to fasttrack
- 4:38forbbeginners.com. Link is in the
- 4:40description down below. And if you're
- 4:42going to be there, write I want to learn
- 4:44in the comments right now. So I know
- 4:46that you're going to be there. And then
- 4:49come straight back to this because what
- 4:51I'm about to tell you is really
- 4:52important. So let me tell you what just
- 4:54happened and I'm going to explain it the
- 4:55way I'd explain it to, you know, Winston
- 4:58because that's sort of my golden rule,
- 4:59the golden retriever rule. If you can't
- 5:01explain it simply, it means you don't
- 5:03understand it well enough to actually
- 5:05have any money in this. So, the Federal
- 5:07Reserve has a facility. Think of it as a
- 5:09as a window and it's called the Fmer
- 5:13repo facility. And here is what it does.
- 5:15A foreign central bank, say the Bank of
- 5:18Japan, walks up to that window. It hands
- 5:20the Fed a stack of US Treasury bonds,
- 5:23which is government debt, as collateral.
- 5:26And the Fed hands back fresh dollars.
- 5:29and a day or two later, they can reverse
- 5:31the trade. Japan gets its treasuries
- 5:33back. The Feds gets its dollars back,
- 5:36plus a little fee. It's basically a porn
- 5:38shop for central banks. I think that's
- 5:40probably the best analogy I can come up
- 5:41with. And there's a reason this matters.
- 5:44Japan has been spending tens of billions
- 5:47of dollars defending its currency. And
- 5:50where has that money been coming from?
- 5:52Well, from selling US debt. Now, Japan
- 5:55is the largest foreign holder of US
- 5:57government debt. And when they sell it
- 5:59to raise cash, it pushes interest rates
- 6:02up. And bear with me, I know it's a
- 6:04little complex, but it makes America's
- 6:06$40 trillion of debt pile more expensive
- 6:09to maintain. So this new facility, this
- 6:14new window at the Fed gives Japan a
- 6:16different option. Instead of selling the
- 6:19US debt and crashing the debt market,
- 6:22you pledge it. You porn shop it, right?
- 6:24So you get the dollars, you defend your
- 6:26currency, and you get your treasury,
- 6:29your your debt back when you're done. So
- 6:31there's no selling. There is no rate
- 6:32spike. There is no mess in the markets.
- 6:35And the US Treasury Secretary, he said
- 6:38he wants to upsize it. He wants to make
- 6:40this a bigger facility, more capacity,
- 6:43more money available. Now the part most
- 6:45people will miss is that the Fed built
- 6:47this facility in March 2020 during CO.
- 6:51It was supposed to be temporary, but
- 6:53they made it permanent in 2021. The
- 6:56limit's about $60 billion dollars per
- 6:58foreign bugger bank. And the US now
- 7:02wants to raise that limit for Japan and
- 7:04maybe others. And if you look at the
- 7:05headlines here, it says Japan's use of
- 7:09Fed repo may ease pressure rather on the
- 7:12Treasury market. So this is a Bloomberg
- 7:15article and it tells you everything.
- 7:16They're building a pressure release
- 7:18valve so that Japan can defend its
- 7:21currency without destroying the US
- 7:24markets. Now, I use the word reset in
- 7:26the title and I don't use that word
- 7:28lightly. Let me tell you why. For
- 7:30decades, the global financial system has
- 7:32run on a very simple assumption. When a
- 7:34foreign country needs dollars, it sells
- 7:37US debt. And that selling pushes
- 7:39interest rates up. It's messy. It's
- 7:41painful. It creates the kind of trillion
- 7:44dollar crash we saw on Friday. So what
- 7:46the Fed just did is they built a
- 7:48different pipe. A pipe where foreign
- 7:51governments can get dollars without
- 7:53selling, without disrupting the market
- 7:55without triggering a chain reaction. And
- 7:58it is a fundamental change in how the
- 8:00plumbing of the global monetary system
- 8:02works. And when you change the plumbing,
- 8:05you change where the money flows. Think
- 8:06about it from the Fed's perspective.
- 8:08They get essentially collateral. Like
- 8:11you buy a house, right? The bank has
- 8:14your title deeds. It's collateral. In
- 8:16this case, they get US debt. It's the
- 8:17safest asset on Earth. Allegedly, they
- 8:20have zero credit risk. They have zero
- 8:21currency risk because they print the
- 8:23dollar. And they charge a little bit of
- 8:25money to Japan. So, the Fed gets paid.
- 8:28It takes no risk. And it prevents a bond
- 8:30market crash. Japan gets its dollars
- 8:32without a fire cell. Everybody wins.
- 8:34Except not everybody wins. The people
- 8:37making bets against the yen, well, they
- 8:39lose because this facility takes away
- 8:41the chaos they profit from. And that's a
- 8:44reset. The Fed is quietly building a
- 8:47system where central banks cooperate
- 8:49instead of crash. And the people who
- 8:52don't understand this, they're going to
- 8:53keep trading the old playbook in a very,
- 8:56very different, very new world. And this
- 8:58has actually already happened. And I
- 9:01thought about this this morning and I
- 9:02double checked it and it's true. In
- 9:04March 2023,
- 9:06one of the largest banks in the world
- 9:08called Credit Swiss, it was collapsing.
- 9:11The Swiss government was scrambling to
- 9:13save it and the Federal Reserve along
- 9:17with the Bank of Canada and the Bank of
- 9:20England and the Bank of Japan and the
- 9:22European Central Bank and the Swiss
- 9:24National Bank issued a joint statement.
- 9:26Got it on the screen here for you.
- 9:28Coordinated central bank action to
- 9:30enhance the provision of US dollar
- 9:32liquidity. Sounds kind of boring, right?
- 9:35But they moved. Now, what does that
- 9:37actually mean? Well, that same weekend,
- 9:39the Swiss government forced Credit Swiss
- 9:42into a shortgun marriage with UBS. The
- 9:45US had sent a couple of billion dollars
- 9:47in that direction to prevent the
- 9:48collapse. So, the pattern I want you to
- 9:51see when something breaks, when a
- 9:53foreign financial system is under stress
- 9:56and the Fed opens up the dollar taps. In
- 10:002023, it was a slightly different
- 10:02instrument. They called it swap lines.
- 10:04Sort of similar thing. Essentially, you
- 10:06get money in 2026. It's the FMA repo.
- 10:10Slightly different tool, but same
- 10:11outcome. When the Fed starts pumping
- 10:14dollars to a foreign government on an
- 10:16emergency timeline, something is
- 10:18cracking and they're trying to keep it
- 10:20from spreading. The question is, do you
- 10:23know how to position yourself when the
- 10:25cracks appear? Because
- 10:27the pros do, the guys on Wall Street do,
- 10:29the guys in Chicago do, right? They've
- 10:31seen this movie before. So, fascinating
- 10:33history lesson, all that, but what do
- 10:35you actually do about this, right? Well,
- 10:36here's the single most important thing I
- 10:38can tell you. Do not sit in cash and
- 10:40wait. Every time the Fed opens a new
- 10:43pipe, every time they invent a new
- 10:45facility to pump money into the system,
- 10:47what happens? Asset prices go up. Not
- 10:50because the companies are suddenly worth
- 10:52more, because there are more dollars
- 10:54chasing them. Cash is the thing that
- 10:56gets quietly diluted. It's the ice cube
- 10:59on the wool counter in the summer and it
- 11:02looks safe. It feels safe, but it just
- 11:04disappears. It melts. So, what do you do
- 11:07instead? Well, you follow the money. You
- 11:10look for where institutional money is
- 11:12actually going. I'm going to teach you
- 11:13that on Saturday if you join me. Link is
- 11:16down below in the description. And it's
- 11:18very simple. There are a couple of lines
- 11:19literally we watch. It's bizarrely
- 11:21simple. And this brings me to two stocks
- 11:23I'm going to buy today for real. Doesn't
- 11:26mean you should. In fact, I'm not a
- 11:28financial adviser. I'm not registered
- 11:29for anything. I'm not giving you advice.
- 11:31I'm also probably not going to tell you
- 11:33when I'm going to sell it because I
- 11:34don't make a video every single day and
- 11:36it'd be tedious and I might forget. So,
- 11:38if you ever buy something, a, it's your
- 11:40responsibility and b, before you buy it,
- 11:42you need to know where you're going to
- 11:43sell it. That's the basic rule on Wall
- 11:45Street. So, you got to think that
- 11:46through. Don't know what that rule
- 11:48should be? Again, join me on Saturday.
- 11:49I'll teach you for free for two hours.
- 11:51Now, my first name is Google. And you're
- 11:54thinking, "Boring, Felix, everybody
- 11:56knows Google." And yes, you're right.
- 11:57Everybody knows Google. Almost nobody
- 12:00knows this though about it right now.
- 12:03Google is trading at a price to earnings
- 12:07ratio. So price to how many profits
- 12:10they're making of 19. It's its cheapest
- 12:12valuation in seven years. And what does
- 12:15that mean? Well, what's happened over
- 12:16the last seven years to Google? Google
- 12:18Cloud has gone from a money losing side
- 12:20project to doing 12 billion a quarter. I
- 12:23don't really care about revenue growth
- 12:24all that much, but you can see very
- 12:26clearly here on the Winston chart. It's
- 12:28increasing every single quarter, 80%
- 12:31year-over-year.
- 12:32Cloud backlog is 500 billion dollars if
- 12:35you believe that or not. Um anyway,
- 12:37that's a few hundred billions between
- 12:38friends. They just signed a 15 billion
- 12:40deal to build the data center, a data
- 12:43center in Texas for Anthropic, one of
- 12:46the most important AI companies in the
- 12:47world. And that deal, it reframes every
- 12:51dollar Google spends on AI because it's
- 12:53no longer speculative spending. It's
- 12:55sort of it's pre-sold demand like they
- 12:57already got a customer. They even paid
- 12:58dividends. They have more cash than they
- 13:00know what to do with. Cash flow is
- 13:02tremendous except for the stuff that
- 13:04they're burning on AI, but that's a
- 13:06different story. But let me show you the
- 13:08chart here. And I I uh took a screenshot
- 13:10of a trade vision chart in here. And
- 13:13what has it just done? Well, there are
- 13:15three lines on this chart here. this
- 13:16one, that one, and the yellow one. And
- 13:19it's just taken out all three of them.
- 13:21Bounced off the one at the bottom here,
- 13:22which is important. Again, we go into
- 13:23more detail on that on Saturday. And
- 13:25it's taken out the resistance zones
- 13:26here. That's exactly what I was waiting
- 13:28for, right? Yes, we all heard Buffett
- 13:30bought it and so on, but I don't buy
- 13:32something because Buffett buys it
- 13:33because the man's got a slightly
- 13:35different risk profile to me. He's got
- 13:36350 billion. And by the way, he doesn't
- 13:38hold any cash. He holds T- bills. Very
- 13:41different. They pay him about 5%
- 13:43interest. So, um, that man is not
- 13:45sitting in cash. She's not a Uh
- 13:48but yes, 14% bounce here and I'm liking
- 13:50that bounce. It takes a lot of my risk
- 13:52away the way I see it. And yes, there is
- 13:54going to be one more here at the top and
- 13:56that's going to be one to watch and we
- 13:57might well hit our head again, sort of
- 13:59go a little bit sideways and eventually
- 14:00break through it. Why do I say
- 14:01eventually break through it? I haven't
- 14:02got a crystal ball, but I'm looking at a
- 14:05company that even if they get and waste
- 14:07a lot of the AI spend is generating so
- 14:10much cash and in my humble opinion, it's
- 14:13just winning the AI race. It isn't
- 14:17getting killed by it. Why? Because I can
- 14:19type into Google who is Winston and
- 14:22Felix and there it goes. So why on earth
- 14:26would somebody pay for chat GPT or
- 14:29Anthropic or something if you just get
- 14:31AI faster than any of the other AIs
- 14:34already in the browser you're already
- 14:36using, right? So therefore, someone's
- 14:38literally called Winston Felix and he's
- 14:39a former financial adviser. That's
- 14:41funny. Um, all right. A tough SEO game
- 14:45for this guy. So that's stock number
- 14:47one. And I'm not telling you to buy it.
- 14:50You have to come to your own conclusion
- 14:51on that one. I just want to be
- 14:52transparent with you and share something
- 14:54with you because a lot of people are
- 14:54like, "Well, what the heck do we do?"
- 14:56Don't do what I'm doing because I'm
- 14:57doing it. But think about there is this
- 15:00opportunity right now. Stop number two
- 15:02is one I'm really excited about. And I
- 15:05have to be honest, it's the kind of
- 15:06stuff that I used to do for a living
- 15:08when I was a banker. Uh we looked at
- 15:11merger up which is a very fancy term for
- 15:15you look at companies that are
- 15:17essentially trading below the amount of
- 15:19cash they have and the physical value
- 15:23and then someone's going to come along
- 15:24and buy it usually because it's just
- 15:26silly that it's that cheap. Um and the
- 15:29company is called Zim Zim.
- 15:32Now I told you about Zim back in May
- 15:352025.
- 15:37It was trading at 1791 at the time or
- 15:42actually a little bit below that. I
- 15:43think that's actually probably the price
- 15:45I bought it at. Um, and you can check
- 15:48out the video and go back and and see
- 15:50that it's true. Now, it went up 45%
- 15:53since, which is nice. And then on top of
- 15:57that, it's paid a 30% dividend to
- 16:00holders. So, the whole thing is up
- 16:02something like 74% in 14 months. And
- 16:05it's a shipping stock most people have
- 16:07never ever heard of. But here's the
- 16:09thing. I think the story is actually
- 16:11better now than it was back then. And
- 16:13let me explain why this is a special
- 16:16situation. Now, first of all, you
- 16:18might be wondering why the heck are you
- 16:20looking at Zim. All right, let me show
- 16:21you that. So, in the Winston app, and I
- 16:23just built this in I built it for myself
- 16:25and then I release these things to you
- 16:26guys once I know it works. If you go
- 16:27into the Winston app and into stocks,
- 16:30you can click on deep value. And deep
- 16:32value is exactly what it says on the
- 16:34tin. These are companies whose cash and
- 16:37investments are worth 90% of the entire
- 16:41market value. So the market is saying
- 16:4790% of you is cash essentially and we
- 16:51are only saying that your business is
- 16:53worth an extra 10%. Which is an
- 16:54extraordinarily low number and of course
- 16:57you can filter that to sectors and
- 16:58countries and so on. In this case, it
- 17:00gives you 263 uh of those deep value
- 17:03stocks. Um, now you can filter some
- 17:07more. And what I actually did is I
- 17:08looked at those with cash flow. So,
- 17:10companies that are actually generating
- 17:12some cash and now we've got 15. And
- 17:14there she goes. ZIM is at the very top
- 17:16of our list. I'll put a entire 30-day
- 17:20free trial for you guys. So, the Winston
- 17:21app down below in the description as
- 17:22well, so you can play around with it uh
- 17:24risk-f free and if you don't like it,
- 17:26just cancel it on day 29. uh and that
- 17:28way you know it it is a free experience
- 17:31and yeah essentially we look for
- 17:32negative enterprise value uh and it kind
- 17:34of means you get paid to own it. Now
- 17:37there is a bit more to this. Haglloyd
- 17:40one of the largest shipping companies in
- 17:42the world which is from my hometown of
- 17:43Hamburg they made an offer for ZIM at
- 17:48$35 cash. So remember that number $35
- 17:52cash trading at 26 right now. Now that
- 17:57therefore means 35% upside, right? So if
- 18:01the deal goes through, you just get
- 18:03cash. But the deal as as of right now is
- 18:07considered kind of dead. The Israeli
- 18:10government, this is an Israeli company.
- 18:12They hold a golden share in Zim and
- 18:15there is political opposition to a
- 18:18foreign German takeover. So the market
- 18:21is pricing ZIM as if the deal is dead.
- 18:25And that is exactly the kind of setup
- 18:27that I used to hunt for because let me
- 18:30show you what ZIM looks like without the
- 18:33ZIM's market cap is $3 billion. So all
- 18:35the shares on the stock market are worth
- 18:37$3 billion together. They have $2.6
- 18:40billion in cash, right? In cash. Plus
- 18:44they have about 600 billion
- 18:47this year from the business already.
- 18:50generated this year. So when you
- 18:55subtract the cash from the market cap,
- 18:58which is how professionals value a
- 19:00business, you come to a number that we
- 19:03call enterprise value. So 3 billion
- 19:06minus 2.6 - 600, we have a negative
- 19:10enterprise value. So Zim's entire
- 19:14operating business, the ships, the
- 19:17routes, the customers, the contracts is
- 19:19valued at minus $200. So you're
- 19:23basically being paid to own the fleet.
- 19:26Now think about the asymmetry of that.
- 19:28If the hapagloid deal comes back to life
- 19:33because the Germans are back, you get
- 19:35$35, which is a 35% upside for me. If
- 19:38the deal stays dead, you're in a company
- 19:41that is trading below its value and it
- 19:45has the youngest and the most efficient
- 19:48container fleet in the industry. The
- 19:50highest sensitivity to freight rates
- 19:53changing. And guess what? Yes, your
- 19:56downside is protected by the cash and
- 19:58the earnings. The upside is either you
- 20:00get bought out or you don't. And if you
- 20:02look at the ZIM stock chart here, Yeah.
- 20:05So our first buy point was somewhere
- 20:08here and then it went down. Why did they
- 20:10go down? Well, a lot of that gap was a
- 20:1230% dividend, right? So you have to
- 20:15understand these stocks a little bit
- 20:16more complex than buying the Google or
- 20:19index fund. And what are we seeing right
- 20:21now? Well, we're actually consolidating
- 20:24here. I know it's a little bit small.
- 20:25And we've just broken out of this little
- 20:28sideways pattern here that I like like
- 20:30to look at. And it's to me one of those
- 20:33follow the money sentments. doesn't mean
- 20:34you should buy it. I'm not telling you
- 20:36to buy it. I'm not going to tell you
- 20:37probably when I sell it. I probably will
- 20:38sell it at some point. But the macro
- 20:41tailwind is something that also I
- 20:43wouldn't ignore. And let me show you the
- 20:45macro because one, ships are being
- 20:48rerooed away from the Red Sea. Why?
- 20:51Because well there is a little bit of um
- 20:54a little bit of trouble happening in
- 20:55that part of the world. And that removes
- 20:57about 8 to 10% of global container
- 21:00capacity just because they have to go
- 21:03all the way around Africa. Right? So if
- 21:04you if you look on a map there is sort
- 21:06of the Arabian Peninsula. Then here is
- 21:10you know sort of Africa. Glorious
- 21:12drawing I know. And then here you have
- 21:16you know Europe kind of thing right? You
- 21:19know that kind of thing. Britain is up
- 21:20there. So normally what happens is that
- 21:23ships will go from you know Asia or from
- 21:27the Gulf or somewhere or even from you
- 21:30know South Africa they will go this way
- 21:32everybody goes that way and they go
- 21:34through the sewers canal and then they
- 21:36go to the southern European ports or
- 21:38they go to Rotterdam or they go to
- 21:39Hamburg or they go to the UK or wherever
- 21:42and that's the the route the world goes.
- 21:45Now, that isn't working anymore because
- 21:48you might get blown out of the water and
- 21:49that isn't an insurable thing. So,
- 21:51therefore, what are they doing? Well,
- 21:53they are all going all the way around
- 21:56and that's obviously much longer and
- 21:58therefore you need more ships, right?
- 22:00So, it's tying up vessels and we have
- 22:02port congestions, right? Ports are
- 22:04overwhelmed everywhere. That again costs
- 22:06more money. You need more ships and
- 22:08global trade volume is growing at 5% a
- 22:11year. So, more stuff, fewer ships,
- 22:14longer routes. I would call it the
- 22:15supply squeeze and ZIM has a very young
- 22:18very efficient fleet. I think one of the
- 22:21best to actually capture this. So this
- 22:24is merger up for you deep value play as
- 22:28Winston calls it and it's the kind of
- 22:30trade that I enjoy. Doesn't mean you
- 22:32should go into it. It's definitely not a
- 22:34put all your money into it type
- 22:35situation but it's kind of an
- 22:37interesting one. So, you want to learn a
- 22:41simpler thing than this, but still see
- 22:44why I used it. Like, I will literally
- 22:45teach you on Saturday why I found these
- 22:47two stocks and how precisely in a lot
- 22:49more depth. So, you can do it on your
- 22:50own and that's going to take about an
- 22:53hour or two. So, join me. Go to the link
- 22:55down below. Sign up because we have a
- 22:58bunch of things. We have the Fed just
- 23:00changed the story. They just built a
- 23:02different pipe for the Japanese. Uh you
- 23:05can get dollars now without crashing the
- 23:07market. But they tell you there's going
- 23:08to be a crack somewhere else and it's
- 23:11going to pump more money into the
- 23:13market. And when more money gets pumped
- 23:15into the system, assets go up. Not
- 23:18because the world is perfect, not
- 23:19because there are um better companies.
- 23:23It's just it's a framework. So I would
- 23:25say to you, don't sit in cash. Cash gets
- 23:28diluted for sure when the money taps get
- 23:31opened. Again, learn to follow the
- 23:32money. I'll teach you that on the
- 23:34weekend. Free link down below. But you
- 23:36got to show up. It's you got to be live.
- 23:38It's not going to be recorded. And I
- 23:40then like to own asymmetric things. So
- 23:43where I can see substantial upside
- 23:46because I like those kind of things. Now
- 23:47I don't put a 100% of my money into
- 23:49these absymetric bets, but I like
- 23:51putting some of my money into that
- 23:53because it can be very profitable at
- 23:54times. It's not a prediction. It's a
- 23:56framework. Predictions are guesses.
- 23:58Frameworks are repeatable. I don't know
- 24:01what's going to happen in the future,
- 24:02but I've got a riskmanagement system
- 24:04that deals with that. But if you're
- 24:06sitting there and you're going, "Yeah, I
- 24:07don't fully understand how to read a
- 24:08chat. I'm not sure I could find that
- 24:10breakout. I'm not sure why Google, why
- 24:13Zim or or any of that." Well, that's
- 24:16what the free beginner seminar is for.
- 24:18FastTrack forbeginners.com. Our entire
- 24:20mission here is to make a million people
- 24:22financially free. So, we've got our work
- 24:24cut out and we enjoy every minute of
- 24:26that. So, I'm going to teach you live
- 24:28how to read where the big money is
- 24:31moving. So you never have to depend on
- 24:33the next guy who happens to have a
- 24:34microphone again. Right? I want to learn
- 24:36in the comments if you're going to join
- 24:38me. And if this video helped you, share
- 24:40it with one person. He needs to see it.
- 24:42And I wish you a tremendously successful
- 24:44year. Winston, where did you go?
- 24:47Winston, did you leave?
- 24:50Yeah, I think he heard some cooking
- 24:51going on, so he went there. All the
- 24:53best. United States and Japan just did
- 24:55something that they have not done
- 24:57together in almost 30 years. They fired
- 25:00the biggest currency intervention in
- 25:03history.
About this transcript
This page contains the full transcript of The FED Just Did the UNTHINKABLE (Global Monetary Reset Starts Now) by Felix & Friends (Goat Academy), generated from the public captions YouTube serves with the video. The transcript has 4,687 words across 657 segments, with the original timestamps preserved so you can click any line to jump to that moment in the embedded player.
What you can do with it
Use the transcript to take notes, quote the speaker, build a study guide, generate a summary with ChatGPT or Claude via the YouTube Summary tool, or export it as a timed subtitle file with YouTube to SRT. You can also re-open it in the transcriber to translate the transcript into 100+ languages.
Free YouTube transcript tool
YouTube2Text is a free YouTube transcript generator — no signup, no daily limit. Paste any YouTube link and get the full transcript instantly, with timestamps, click-to-jump, translation to 100+ languages, AI prompts for ChatGPT, Claude, and Gemini, and exports to TXT, SRT, VTT, or Markdown.