Why Right Now Is The Best Time To Buy Stocks

0:28Hello, everyone. to us. We just crossed over 30 ,000 subscribers on this YouTube page, but I'm hungry. That's not good enough for me. I want to get to 1 million. That's my goal. So hit the subscribe button and let's get into today's show. All right, ladies and gentlemen, there is a vibe shift happening in America right now. Entrepreneurs and investors are stepping up to the plate every single day to help solve some of the most critical problems that we face. They're pouring trillions of dollars into various industries with one single macro goal, ensure the United States of America continues to lead on the global stage.

1:02We saw two major announcements just yesterday that further solidify the vibe shift. First, Jamie Dimon and JP Morgan, they have committed to investing 1.5 trillion, with a T, trillion dollars, into 27 different industries that they deem critical to the success of our country. These investments will happen over a 10-year timeframe, and the industries include supply chain, defense, aerospace, energy, manufacturing, and frontier technologies. One goal is to increase energy independence and resilience. And they think that that can be done by investing in everything from the grid to battery storage.

1:34They're going to go hog wild in the energy space. Another goal is to accelerate America's position in disruptive technologies like artificial intelligence, cybersecurity, and quantum. Obviously, these are notable goals and they are critical industries. But just how exactly is this financial institution going to deploy the money? Well, they say it's going to be through direct equity and venture capital investments. And I personally think that's exactly how it should be done. Capitalism works because of the economic incentive for various market participants to come together and solve a problem. You get paid for solving problems.

2:06Jamie Dimon was quoted as saying, we've always worked with the government. It's always been true my whole life, my whole career. That is not philanthropy. This is 100 % commercial. Now, personally, I think it's hard to argue with that logic. There's a supply demand imbalance in these critical industries. So the people who step up and provide solutions, they should and will be economically rewarded. That's capitalism. The second example we got yesterday of the vibe shift came from Anderil. Anderil is the leading next generation defense company. They're just cool. They announced Eagle Eye, a new family of warfighter augmentations that place mission command and artificial intelligence directly into the warfighter's helmet.

2:45Just look how cool this is. There's something right out of science fiction. Imagine a world where our ground troops have the capabilities of a computer. Things like computer vision, artificial intelligence, and machine learning. All of that technology is embedded into their helmets, and then the outputs of the computer are available via a digital screen in their eyewear. This is going to become a reality in the near future for all soldiers. The only conclusion I can come to is America's military is about to become more lethal and more effective. And in a world where peace is obtained through strength, as we just saw with the peace deal in the Middle East, It is good for American citizens to have the most capable military possible.

3:22When you combine the massive investments from J.P. Morgan and the technology advancements of Anderro, you can easily see what is happening in our country. Risk takers are investing time, energy, and money towards solving difficult problems. The right people have stopped complaining, and they are now focused on competing globally. We have to win. We have to win in artificial intelligence, energy, defense, manufacturing, quantum, and every other industrial or frontier technology. Winning is essential. It's good for investors, it's good for businesses, and it is good for our country. So game on. Keep paying attention to this because ultimately financial returns are gonna come from all of these sectors.

4:03The stock market keeps hitting all-time highs. The Dow, the S &P, the NASDAQ, green, green, green. And people seem to be worried about that. All this good news, but still people are pessimistic. They think some big market crash might be right around the corner. But history suggests that actually buying stocks right now may be one of the best times. QCAP says that buying stocks at record highs over the past 50 years has been the best thing to do. Don't shoot the messenger, LOL. Now, the reason is because momentum is a real thing. If something is in motion, it is likely to stay in motion. And Ryan Dietrich, a fan favorite of this show, he went on CNBC yesterday and he explained exactly why we are seeing so much volatility in the month of October.

4:44Take a listen to what Ryan had to say. 33 trading days in a row without a 1 % move either up or down. That was the longest streak since before COVID. So to say we were due is probably an understatement. You know, you look just at the last two days. Yes, probably two days now of 1 % moves. Just October 13th, a little history for everybody. At 89, the S &P dropped like 6 % on the UAL-LBO deal that fell apart. And then in 2008, this day, October 13th, gained 11%. Mike, I'm not sure why. But there are more 1 % moves in October than any other month. After the, I guess I'll say we've been spoiled with this rally, maybe some October spookiness and volatility is perfectly normal.

5:25Certainly normal. I guess the question is, did it kind of break the market's stride in any notable way? I mean, essentially, once you've got the people who are in it because you can't get the market down, and this is a low volatility grind higher, and there's no real use in waiting for a dip, to say, OK, maybe we're going to get a deeper pullback. You're right. I love the discussion with Paul a little before I came on. He talked about some of the internals that are weakening. You know, I look at things like regional banks. Those are lagging big time. Housing's lagging big time. Look at a high-yield credit, right?

5:57That's starting to crack. So by no means are we saying there's this big monster under the bed. But, Mike, there are some little things that have me concerned. And the last one, put-to-call ratios, you know, they're quite optimistic. And from that contrarian point of view, I just think it makes sense. after a 36 % rally in six weeks, maybe we're due for just some, I guess, a Charlie Brown shirt type of volatility. You know, you mentioned 35 % up in six months, right? So I wondered if we were also suffering from a little bit of anniversary-itis in the sense of, wow, look at this massive six-month move, obviously also just hit the three-year mark of the current bull market with some great gains, although maybe not, you know, I mean, kind of middle of the pack on the three-year anniversary.

6:37But what can we expect from here as the bull market matures? Yeah, we're still pretty optimistic, have been for a while. You know, you look at there's been five other times we've gained more than 35 percent on the S &P in six months. One year later, higher every single time, up like 13 percent average. I know some other guests have pointed this out. I'll just mention it. Once you get a bull market that gets to this point on its third birthday, there's been five other ones back to 1950. All right. The shortest any of those other bull markets went was five years. The average, Mike, was eight years.

7:07So listen, the reality is this is a strong bull market still. And to think it's just going to be over because we're here and it's 1929 or stocks are overvalued, we're not minimizing that. Earnings are still strong, profit margins are strong, a dovish Fed. There are still reasons to think that this bull market's alive and well, and it might last longer than a lot of investors expect. Now, my takeaway from Ryan's conversation yesterday is three things. First, we went 33 trading days in a row without a 1 % move up or down. That's a lot. On top of that, October has more 1 % moves in the month than any other month of the year.

7:40And then lastly, as we just capped off, a 36 % move in the last six months off the bottom of the tariff fears. So of course, things have been amazing. A little correction, don't worry about it. This bull market is young, stocks are going higher, and the bears are going to be left crying. Regardless of what you think about what should happen in the future, the data is overwhelming. buying stocks at or near all-time highs usually is a good decision because momentum is a hell of a drug and it's really hard to stop something that's got so much inertia. All right. As most of you guys know, I spend way too much time on the internet.

8:16Every once in a while, I come across a video and it just blows my mind. It feels like I can see into the future or see around the corner. And the latest one are these brand new AI generated ads. Watch this. I'm going to show you five different ads that are all generated by AI. Take a look. Guys, this greens gummy looks way better than I expected. It's literally shiny and cute and it smells sweet, not green. The taste is shockingly good. Guys, this greens gummy looks way better than I expected. Label says superfoods perfect for when I skip a smoothie. Taste is shockingly good. Okay, I'm into this.

8:47Post-workout treat of the day. This lemon elderflower brez. It looks fancy, but it's super light and only 25 calories. It's a social tonic with five milligrams of THC, 10 CBD, and a little lion's. Okay, this is my new obsession. It's the Kitsch hair perfume and oak and amber. It smells like fall in the coziest woodsy way, but it's super light. I just do a couple spritzes through my length. Just crushed legs and needed protein fast. So I grabbed this David Barr chocolate chip cookie dough, 28 grams of protein, one, five, zero calories, zero sugar. Check this out. Soft, chewy with actual chocolate chips in it.

9:14Now, again, those all looked very realistic, but those people weren't real. Those products are real products in the real world, but in the video, they were completely AI generated, the voice, the visuals, everything was generated by a computer. Now, Mike Fotea, who runs an agency that does this stuff, says that these AI systems automates an entire UGC content pipeline. He's using something called N8N and the new Sora 2 API. And the beauty of this is that not only is the AI creating realistic things, there's no watermarks, there's HD output, and the videos are completely customizable, both in terms of what's going on in the video, how long they are, and what the people say.

9:52The future of ads and commerce on the internet is all about AI generation. As an investor, one of the things you should do is look at the technology and start thinking about the ramifications. Who's gonna win because of this and who's gonna be disrupted? And then start to actually change your portfolio based on what your opinion is. Because whenever there's disruptive technology that enters the marketplace, some people embrace it. And other people, they get completely blindsided. That's it for today's show. Thank you guys so much for watching. Again, we just crossed over 30 ,000 subscribers on YouTube.

10:23Welcome. Thank you for being here. But I need you to go get your family and friends. Share this video. Tell them to subscribe to YouTube. And I'll see you guys live tomorrow from the desk of Anthony Pompliano.