DAILY HIGH YIELD LIVESTREAM

追加: 2026-05-12

[00:00:00]for Sturge just in general.

[00:00:02]>> Hey guys, how's everybody doing? Happy Monday.

[00:00:06]Happy happy Monday.

[00:00:19]All right, look at this. What is going on?

[00:00:25]Well, the NASDAQ is trading in the range it traded all night.

[00:00:37]It looks like it tried to break out at 8:30 to a new high, then fell back in at 9, and now here we are trying to here by the end of the show, we'll probably be at all-time highs. That's kind of the way it goes lately.

[00:00:52]S&P futures. S&P did break out and is trading at all-time highs, which is awesome to see.

[00:01:04]Let's check out gold. Look at gold. Heck yes, gold. Good job. Gold rallying.

[00:01:10]That must mean oil's down. Let's go check crude.

[00:01:18]Uh, well, actually not. Uh, crude's up 2% from Friday.

[00:01:25]So, let's check out silver. How about silver?

[00:01:37]That's good to see. Heck yes. Now, that is good to see silver. Let's jump back and get some perspective on silver.

[00:01:49]Heck yes.

[00:01:52]That is nice to see. Let's check out our case since I have it.

[00:01:59]Um, heck yeah. Very, very nice to see breaking out of this little consolidation right here, this little wedge pattern. That'd be awesome. All right. Good job, Silver.

[00:02:16]Good job, Money Monday Max. That's from Marcus. Yeah, gains everywhere. Stocks just go up.

[00:02:25]Stocks just go up. Anyway, yes, awesome so far. Awesome day so far. I wonder how the divas are reacting. Let's look I guess let's look at Bitcoin. Bitcoin's kind of the key to the meme stocks, but it's been doing so much better lately.

[00:02:44]It's actually off a little bit today, but still it's doing much better lately.

[00:02:47]We're just contending with this low volume node right here. Lowest volume on the whole chart is right here.

[00:02:55]It's a big big uh battlegrounds for the bulls and the bears right there.

[00:03:02]Um anyway, we'll keep an eye on that. If we can get through there, then we get back up here at uh in this higher trading range at 90. And so if that happens, we'll also be over the 200 day moving average. So we get accepted over the 200 day moving average. Maybe we'll turn this freaking boat around.

[00:03:25]Turn this damn thing around. All right.

[00:03:28]So, the divas probably aren't doing great with with Bitcoin down a point and a half, but but not always because uh let's check blocks, but I don't have a lot of high hopes for Yeah, it's 1.2%.

[00:03:43]That's good. Even though Bitcoin itself is down, Blocks has Bitcoin stocks and the stock portfolio is probably holding that up. Now, ULTI doesn't even have any Bitcoin directly, but they have those types of they have some the similar type of stocks, the high beta stocks. And boy, that's really working out well for them today. They're plus 3.6. Look, ulti is almost almost going to take back its high for the year. Now, a lot of the other divas we followed have already done that a long time ago, like ulty. Hell yeah, uly.

[00:04:21]Hell yeah. Good job, ulty. And also, Top W is diva adjacent, and it long ago took back its high for the year.

[00:04:32]Yep, it's about ready to take back its December high, but Top W and ulty are both doing a great job and took back their high for the year. K yield was lagging a little bit, but I mean, but not anymore. K yield is looking Much better. K yield. Great job. Great job. Kield took back its high for the year last Monday. So it was lagging behind ulty and Top W, which were the first ones to get or the first one to get its high for the year was QLDY.

[00:05:03]This thing's a monster.

[00:05:06]That's a monster.

[00:05:09]That's I'm so glad I got that one.

[00:05:13]I am so glad I got that one. Big believer in the lightning spread. still need the market to go up. A lot of people were say telling me it sucked whenever, but yeah, it sucked because the market was going down. It's just a it's just you're just betting on the market. I mean, it's not, you know, but back here um you know, it was going down at a little faster rate than the market. Well, that's how lightning spreads work. So, speaking of lightning spreads, let's look at other uncapped um other uncapped investments. Meanwhile is uncapped just plus 3.15% today.

[00:05:51]That is great. Now it hasn't taken back its high for the year year yet. It anyway. Um we're working on it though.

[00:05:59]Come on Meanwh.

[00:06:02]Come on Meanwh. Let's check out old Mago.

[00:06:06]Hell yeah Mago.

[00:06:08]Hell yeah.

[00:06:10]That's a good look. They took back their high for the year last Tuesday or something. They were also lagging ulty and Top W and QLDY, which were kind of the first ones to take back their high for the year.

[00:06:25]Um, but they're catching up fast. Um, oh, I always forget about ISSB and ISBG.

[00:06:35]So, I got ISSB the day it came out and uh it took some pain in. But anyway, it looks like I'm about to or I may bought it the day after it came out, but looks like I'm back about to even on ISSB.

[00:06:52]It's a good one though. It has uncapped exposure to Bitcoin. Um so, and stocks at the same time. stocks and Bitcoin have been doing much better than ISBG I got probably three four weeks ago now and boy that was a good that was a good that was a good buy. Now ISBG has not taken back its side for the year yet.

[00:07:18]Um unfortunately but we'll keep an eye on that one. What are some other divas?

[00:07:23]What are some What are some other divas?

[00:07:26]I'm trying to think if we have any other divas.

[00:07:29]Um well that covers that covers the core group of these uh of these funds I really like to talk about. Um let's see how YAX is doing. We always look at Top W, but we never give Yax any love. Um now YAX is it looks like today they took back their high for the year or they're right there. So YMAX has been lagging a little bit. They dropped so far. Um, and then they changed their formula and they're doing a little better, but basically if you look at their volume profile, they just got they just reverted to mean of where they've been trading. All right, so let's see how that looks compared to GIF GIF, which is a Rex shares growth and income fund. Now, we don't know if these guys took back their high for the year because they just came out in I mean, they just came out in March, but they're they're on their high for the year, but if they would have been out in January, they may not be. But good job, GIF.

[00:08:37]All right.

[00:08:39]I was emailing with um emailing with Sunny Wong this morning.

[00:08:45]We have an interview set up for Wednesday at 10 my time, 11 Eastern.

[00:08:55]So, I'm really looking forward to that.

[00:08:57]I think that's going to be a good time.

[00:09:02]Let's take a look at Stock Tools. I'm getting it set up right now over here on the other screen.

[00:09:26]Anyway, I want you guys to be here uh and ask Sunny questions.

[00:09:32]I'm going to ask him why in the hell he switched the strategy. That strategy switch was not a not a good idea in my opinion.

[00:09:39]Um, I mean it's all right. I mean it just anyway it you know it the fund will be not quite as good as it was before in my opinion. Um but it'll still be good. Uh all right Marcus. What is Marcus talking about? But I've already given Sunny a hard time about changes.

[00:10:00]We've already talked in our pre-in about it. I'm not really going to give him hard time. Um I understand why he did it. Um, anyway, uh, in case you all missed RVI, DRAM, or IMRAMM, watch, uh, USP. What in the heck is USP? It's a private IPO like RVI, but uncorrelated to Robin Hood. So, it's it's a way to play that but not be in the Robin Hood ecosystem. Huh. Well, Finnbiz, huh? Let's check out USP. What did I spell fin just doesn't SEO very well up?

[00:10:48]Let's see.

[00:10:50]Um, USP, US private equity, right? That's probably what that means. Well, USP well it's it's a private IPO, so it's not out. It's maybe not trading yet.

[00:11:10]Maybe you have to get an allocation to it or whatever. Anyway, let's check out RVI.

[00:11:20]Nice, Marcus. That's what young guys should be investing in. guys in their 30s and 40s shouldn't shouldn't mess with high yield funds. High yield funds kill your upside. Yeah, some of them get upside also as a side effect, but it's just because the underlying going up so much. Um, a young guy that has a job ought to buy stuff like this. You know, take moonshots buy AI companies, buy I mean, you know, um, growth pure growth stuff. Don't worry about the Don't worry about the high yield.

[00:11:53]High yield is great for older guys, but for younger guys, I think these kinds of things. H how about this? Don't for what an old guy gets. Meme. Why? All right. Here's what a young guy gets.

[00:12:08]Meme.

[00:12:10]All right. Because young guy doesn't need the income. Meme does better. Same stocks or you know, same types of stocks. These are the moonshot stocks like uh applied optoctrics, SanDisk, uh Bloom Energy, Ollo. These are great uh for young guys. This is the way you build wealth, not with high yield. Now, you can build you wealth in high yield.

[00:12:33]I mean, the people do it, you know, if they they go all in on Chippy or something, but the high yield's not really building your wealth. It's the it's the microchip sector that's building your wealth. you have to, you know, you have to pick the right sector.

[00:12:46]But I say just stick with stick with things like this, things like RVI.

[00:12:51]Um, what's some other growth? There's some other good growth ETFs out there. Um, I'm just trying to blank on some of their names right now, but yeah, these are great ETFs for people that have a job. Um, all right. So, let's see if this is ready yet. over here. We want to get one a little one day.

[00:13:21]Want to get a little one day. Look. Um, selling for $12.50. It's an IPO. Okay.

[00:13:28]All right. All right. All right. I figured that out. Uh, Claude said it's a super high expense ratio of 3.31%.

[00:13:38]Wow.

[00:13:42]Yeah.

[00:13:43]Um, but it's under 13. It should easily three to 4x given enough time. All right, Marcus. Hopefully more than that.

[00:13:55]Um, all right. Yeah, Kob is killing it today.

[00:14:00]I'm so glad I bought half of my position back. I should have bought the whole position back, but I got some other stuff, too. But yeah. Um, all right. Yeah, day one usually tanks.

[00:14:14]RVI was the same, but it recovered in a month. Mayor's in the house. There's Mayor. We got Allan Lewis in the house.

[00:14:21]Okay. Buzz. Buzz is a great one for young guy. Yeah. So, you know, I've always done all right in covered calls, but it's because I had Eli Liy stock that doubled four times in in 10 years. I mean, that split four times in the in 10 years. So, yeah, I'm selling I'm selling options. Am I an option genius? know that I'm selling options on an asset that keeps appreciating, you know, I mean, um, you know, or that that or even if I do get capped out on a couple hundred shares, I'm up so much it's it's anyway that that the stock is what makes you wealthy, not the cover call. Um, anyway, okay. Uh, Van Social Sediment ETF. So, another meme type thing. Yeah, there's another one. I believe in a big um well, let's see who's in here. Okay, Intel, Micron, Iron. Iron is a very popular meme stock.

[00:15:23]Um Applied Digital. Look at that thing breaking out to new all-time highs. Of course, everything is Nebius Group, Tesla, Nvidia. Yeah, this is a great young guy holding no dividend. You don't need a dividend. Your job's your dividend. You grow your wealth anyway.

[00:15:41]Yeah, I like that. There's one um there's a theory I always like from investors business daily from William O'Neal and it's called the can he wrote a book on it but anyway it's a way to pick growth stocks and there's a fund that does that it's the IBD like the investors business daily like um 50 or something.

[00:16:07]Yeah. FFTY. Okay. This is a this a different method, but these guys this is a growth stock cap. Okay, cap force. I I looked I haven't looked at this in a while. This may not be what I was thinking it was, but these guys have micron also. What is that one? A&ab.

[00:16:25]Hell yeah. Lmentum. Lmentum's on all of these type of things. These are young guy stocks right there. Young guy ETFs.

[00:16:32]Hell yeah. Bloom Energy. Bloom Energy.

[00:16:36]Bloom Energy is amazing.

[00:16:39]Um, you got a little AMD on there, too.

[00:16:44]Um, yeah, this is where wealth is created in the markets. The, you know, is is is buying and holding good growth stocks for the long term. Now, having looked at that, this fund's only up 80% in three years, which actually isn't bad. 10-year performance 105%.

[00:17:03]Um, I can't believe it's been around for 10 years. kept force IBD.

[00:17:11]Uh oh. Uh okay. There's also something called bout which is breakout opportunities. I've never heard of that.

[00:17:20]Um so the innovator breakout bout and the innovator 50 have approved reorganization of each fund into a corresponding newly created capital force ETF trust. Is that like a closed in fund or something?

[00:17:40]Um, well, I love Innovator. I mean, Innovator is known for their option stuff with their with their um, you know, they sell calls to buy puts and they they they do all kinds of buffer stuff.

[00:17:56]Um, so I like innovator. What about this? We never really talk about this Q hedge when we're looking at ways to hedge. Um, we always talk about triple Q and K by, but I always forget about this Q hedge. Anyway, all right, I'm getting off track. Let's look at about I don't think I've ever heard about breakout opportunities. Cap force IBD breakout opportunities. Heck yeah.

[00:18:25]37% year to date. What do these guys have in here? SanDisk, Intel, stuff that's breaking out.

[00:18:33]Um, BHP group, so sv group, Janice Living, you know what would be would be be cool, and it's not the business that David Nicholas is in, but blocks is such an amazing, you know, they blocks is Bloxs is incredible. Well, so are a lot of them. So is ULTI.

[00:18:57]Okay. So, I wonder if they've ever thought about making a version, a non-yielding version for young guys, blocks without a yield. And probably not because that's probably not, but I'm saying, could you imagine how well that would do if it didn't have to pay a 30% yield?

[00:19:13]I mean, or something like a ulti, ulti with no yield.

[00:19:19]I mean, anyway, I guess there's other ETFs for that and you can get something like Bout or something like 50. Um, or something like Buzz. Thanks for Buzz.

[00:19:28]Buzz is a good one, Allan. Thank you for pointing that out.

[00:19:32]Um, I'm surprised no one likes your eye although it looks pretty good.

[00:19:51]I think it's safe to say it's doing pretty well.

[00:19:56]um 7% for the quarter. It doesn't Here's an example, though. Yes. Great Young Guy fund. No yield. No yield. So, it's just a growth fund.

[00:20:15]Well, it's not really and and it's a it looks like it's longshore commodities maybe because it has a derivatives offset and it has some credit default swaps and some I guess Euro dollars, some T bills.

[00:20:32]15% is in S&P minis. So that's a futures contract.

[00:20:38]Then a lot in T bills.

[00:20:41]Then they also have a what is that? SP S S&P TSC60 index um June 26. So a a futures contract.

[00:21:05]Yeah. No, that's a that's a good looking one. The reason no one liked it because it doesn't pay 197% yield. People only like stuff that pays 400% yield. Um, but no, it's a good example to what we're talking about. Uh, Mayor 95% owned by Black Rockck or they're holding a bunch of it.

[00:21:29]Well, it's eyeshares of of course it's eye shares. That's Black Rockck. But then there's some wealth advisor people that have it.

[00:21:37]and some other some other um Jane Street and some what are those called? Market makers. Anyway, yeah, I know that's it's it's it's an impressive looking chart.

[00:21:54]It's an impressive looking chart. Hey, good morning Dane Quesadas.

[00:22:06]Um, it's long, short, every imaginable thing. Yeah. Well, whatever they're doing, alternative is a buzz word that whenever I hear alternative or enhanced or um systematic, you know, if this was the eyeshare systematic alternative, you know, uh covered call or, you know, or premium premium income, that's another one. the eyes share systematic alternative premium income ETF. I'd be those are because that hits every buzzword that I like to talk about. But yeah, alternatives just mean a way from what I understand. I don't know if this is a uh you guys probably know more what it means, but to me an alternative is an ETF that gets its alpha from something other than stocks and bonds. So that'd be like option income or or long short futures or I think that goes into a broad class of ETFs called alts. There's even a there's even a um there's a conference of Miami that I watch on YouTube. It's in January called I think it's called the systematic alt or the Miami alt cons. Let's go look at this.

[00:23:26]I'm obsessed with this kind of stuff.

[00:23:32]And there was a um a lot of hedge fund replication guys there. Um a few years ago there was a uh panel and uh Jay was there and anyway it was a good panel but they now they aren't going alts on ETFs.

[00:23:52]They're talking about alternative lifestyles. Now just a second guys I'm not into all that kind of stuff. This is I'm from Texas. Uh they're they're talking about something else there. Um simplify is known for their alternative strategies. That's and so it's all this futures like I'll give you an alt is esphalt. SV is a huge alt. Um simplify uh equity plus bit. Yeah.

[00:24:20]All of these are alts. The Oh yeah. Uh autocallables is an alt. Hey, speaking of all callables, the one from uh Vegas Shares comes out Tuesday and we're going to have Sunny on the show Wednesday. So, I expect you guys to have some um have some auto callable questions for him. Um yeah, on Liquid, let's look Well, we can't really look at it because it doesn't come out till Wednesday. I mean, I like anything that uh that Howard does. Has he ever put out a bad fund?

[00:24:50]And I don't mean one where they he chose the wrong stock and the stock went down or something, but I've I mean you've I guess bad funds a matter of opinion, but I've never really heard too much bad buzz about Howard. So I'm sure he'll do a great job. He just wanted something I think to compete with an escov or you know the one of those types of of funds.

[00:25:13]But if he manages it like he does his other ones. Um, yeah, alternative just means non-equity.

[00:25:21]I said not stocks or bonds, but I also said I wasn't really sure what it meant.

[00:25:25]I mean, that's my definition of it. So Marcus' definition is non-equities.

[00:25:29]Yeah.

[00:25:31]Um, or non-traditional equity. No, no buy and hold. None of this BS. Just buy a stock and forget about it. That's boring. That's boring. We don't want to do that. We only want stuff that pays either 184% a quarter or a month or No, I'm just joking. Um, okay. Uh, if you chart Ialt against SPY or FTGC, you'll see it stays course. Well, it doesn't look like I's ever gone down. I mean, say the time on the chart I was looking at, I mean, it only goes up.

[00:26:11]The thing is these charts can be a little deceiving it because it's 28.

[00:26:15]It's gone up like even though that looks great, it's like 7% over six months or something which is f or well yeah which is fine but it it you know it's it's not up as much as you know it's just that you lose scale on these charts. Um but um yeah, 11% year to date. No, it's doing great.

[00:26:49]But yeah, I would say Simplify is kind of one of the leaders uh of alts. Um so it's managed by Black. I just love systematic because it means they're they're following a a a methodology.

[00:27:06]They they don't just have a guy in there saying, you know, and that's like the guys at YieldMax or whatever. Nothing wrong with those guys, but they have an investment committee and they decide which stocks to put in ulty. Same thing with uh same thing with X funds. Uh David has an investment. So, and that's fine. It has human, you know, Tuttle does it. That and that's fine. you're placing your faith in the human whereas um you know a systematic strategy will be humans that built the strategy but they'll sit around and make a list of criteria even like SCD is a systematic strategy they make a they make a list and they and based on that list they mechanically change the stocks every quarter no right or wrong way to do it these guys that are um good managers I mean Tom Lee with Granny I don't think that's systematic I think that's discretionary. So anyway, um I was going to see if they gave us any more clues, if they had any ad copy here, here and gave us any clues as to what they're doing, but but um not really.

[00:28:20]Not really. Anyway, yeah, that's a good one. Seriously Mad's here. What is up, Seriously Mad? Um, oh, really? Curve isn't universally loved. Well, what happened when the market went down? People decided they sucked or something. I I mean, uh, I I don't know. Anyway, um, yeah, seriously, Matt is in the house.

[00:28:47]Well, um I mean I I get there's probably people out there that think Curve doesn't pay a high enough yield or something. I mean there's probably people that want curb to be more aggressive, but anyway there I think they have some of the better um reputation. Remember when Bitcoin was going down people I mean it's just the way people are. People were saying that David Nicholas is scamming. remember that Marcus kid was saying he was he was over hedged or some you know what I'm saying it the market was going down or anyway so yeah people get on and off the train whenever the market goes down now everybody loves them again so I don't pay much attention to when somebody says oh this fund sucks but it but the market's getting crushed I mean um does exactly what it yeah I agree No, remember when they first came out, no one wanted their funds. Oh, okay.

[00:29:46]Yes, when they first came out. Correct.

[00:29:49]Correct. I mean, yes, I do remember that. Well, when they brought out Kleq and and K yield and and really Kold and K and Howard. Yes, that is true. Howard kind of had a rebirth at that fund starting last September October you know um as as he brought out KO but that's to my point and then people you know the market went down and then some people were saying Kil sucks but I mean it you know it still needs the market to go up um anyway um yeah that's true once people realize or know it's not only why my you know my theory the thing I've always said I've never said Don't get Yelmax, you know, don't get curve. I just said don't get any income fund, you know, to grow wealth. Use them, use them for tools to get income, small parts of your portfolio, whatever. But yeah, it's it's not just it's not just YMAX, it's round.

[00:30:45]It's anything that pays a yield is not going to be great or created growth unless it happens accidentally like it has in Chippy's case. So, but yeah, no, I got you. Then once people realized you couldn't you remember there was a thing when they went to weekly said yeah but I'm going to compound weekly and I you know that compounding weekly doesn't make any difference. I debunk that right off the it's less than a percent a year not even that much. So that's that's not a thing. Um yes but once people realize that yes you're right. People started becoming more interested in the curve.

[00:31:17]That that's correct. I I do I guess I do remember that. But right now I would say as far as brand value goes of course Neos has great brand value. Um but I would say but Neos is low yield also but I would say in the higher yield group X funds and Curve I would think have some of the higher brand value right now out of the higher yield group. you know, where where people hate Yilmax and Granite shares, you know, not everybody, but you know, that they're more hated, but I would say X Funds and Curve has the highest brown brand value of the of the high yielders.

[00:31:54]Of course, Tap Alpha has good brand value and and Neos, but also part of that brand value comes from the fact they pay 14 or 15%. It's not that hard to do. Vegas sharers is trying to get into that ball game paying 14 or 15% which is a great that's a great ball game to be in. Um, no, you can't retire with Misti, but have you heard of this other one? It's called Chippy. Now, Chippy's a good one.

[00:32:21]Yeah, Yilmax is a scam, but I see this on Reddit all the time. Yeah, you I'm done with Yax is a scam, but but man, Chippy's good. I really like Chippy. and not realizing chippy is the same thing as any of the other ones. You know, next year it might be GPTY or ulty that might be the chippy of next year, but right now that's semiconductors. You guys know what I'm saying? Um or, you know, it could even be uh Yeah, but anyway. Yeah.

[00:32:48]No, that's true. You can't um you can't retire in any of these. The best way to retire is to go buy something that grows grow it for 20, 30, 40 years and then break off 10% of that or something and get you a little income. Take a little early retirement and yeah, you're golden and keep your other portfolio growing. Growth is the key. Growth is the key. All right, guys.

[00:33:16]Well, I'm just being I'm just ranting at this point. Um, you'd like to support the channel, please go to paypal.memaxconvexity.

[00:33:28]Um, remember it's not financial advice.

[00:33:32]All that kind of good stuff. We can talk about other stuff. I could talk. I got a good night's sleep. I could talk for another hour. Um, all right. Uh, I'm not trying to get rid of you guys, but um, anyway. Okay. Get into the high margin business like Well, yeah. Now, that's not financial advice there. Uh, not Let's take that one off the screen. Um, I'll tell you the high margin business.

[00:33:57]You go open a high yield ETF.

[00:34:00]Those guys, I mean, not all of them, but I mean, how many of these things have shut in the past two years? I know of Q up, Q down, and TR. You guys probably don't remember TR.

[00:34:13]I can think of three funds that shut.

[00:34:14]Well, MSTK, I think MSTK's shut. So, four funds out of the thousands of funds we talked about. Now, not every not all of those funds are making generational wealth for the owners of the funds, but some of them are. That's the that's the high margin business to be in is issuing high yield ETFs.

[00:34:38]Um, no, I did not see W Dig.

[00:34:50]Okay. Wisdom tree. Efficient rare earth.

[00:34:52]What does efficient rare earth mean? Um.

[00:35:10]Well, that's just their That's not for that's just wisdom tree site. Uh where does it say ETFs about us? Thought leadership investments uh US investors.

[00:35:28]All right. Uh what's that called? WT uh or W dig? Yeah, W Dig.

[00:35:41]Well, their website is better looking um than uh first trust, but um okay, seeks total return. It doesn't m income anywhere. So, this would probably this might be a good good thing for a young guy to get into.

[00:36:05]By young, I mean 30 or 40. When you're in your 40s, you ought to be in your prime earning years. I mean, you know, you hope and and you can really and if you had kids in your 20s, they're getting, you know, hopefully they're out of college and and that's the time to really sock some money away. All right.

[00:36:22]Um so Yade gains target exposure strategic metals and rare earth supply chains uh through combined equities and futures capturing rising demand driven by electrification AI infrastructure.

[00:36:38]Huh. Interesting. Let's see. You want to see what they have in the fund? Let's see what they're buying.

[00:36:44]um premium discount 22% United States uh holdings.

[00:36:53]Okay. 11% is their own fund, right? Wisdom wisdom tree rare earth plus strategic or it looks like their own fund. Then they have some companies um a rare earth company Alagany Technologies um materials processing corporation a little southern copper. Any of you guys have IOP? How's IOP and or KOP? The the um it's probably working out great if it's like the rest of the stuff Howard's doing. Um, yeah, make an active ETF out of the factor. Boy, that'd be that'd be my dream come true. Um, I have an idea for a systematic ETF that only pays you out of profits, but that's what I need to that's what I need to develop. Um, anyway, um, all right. It's using futures to stack metals and miners to gain exposure. W TIP is interesting.

[00:38:04]Supposed to be a large head. Well, let's go check out WTIP.

[00:38:18]Oh, wisdom tree inflation plus. When I hear inflation plus or whatever, that reminds me of something like a Pix or a riser. Although those are interest rate hedges but interest rate and inflation it kind of it you know the wisdom tree uh inflation plus is actively managed exchange trade fund that seeks total return by investing oh investing in uh t tips treasury inflation protected securities those are some kind of bonds that I don't really know that much about um but they've been around forever uh tips or since the 90s at least I think anyway Um, so this is just a portfolio of those. Uh, well, let's see how it's been doing.

[00:39:13]Well, been doing well lately, hasn't it?

[00:39:16]Let's look at it. Okay, it only came out recently, which is good because inflation's through the roof. They picked a They picked a good time to bring it out. Um, but yeah, I'm thinking this might be something that works similar to Pix, although PIX, you know, shorts interest rates or goes long interest rates somehow. So, as interest rates go down, they do poorly. And so I guess it's not exactly the same, but interest rates and inflation run are correlated also. Maybe this maybe it's more like a riser.

[00:40:07]Now riser has a little bit of history.

[00:40:10]Um they brought out riser right at the right time too because they brought it out in 2022 right rate right right before rates started rising.

[00:40:22]So um you know I hold it I hold XLUI also.

[00:40:29]Have I have you considered BUI instead?

[00:40:32]Um, it's in the factor. Um, BUI only pays 5.7%. That's not enough yield for me. I like XLUI because it pays a higher Y. I'm just joking. It does. It doesn't matter. It really doesn't matter. The the XLUI probably does a little bit worse on NAV other things being equal because it pays twice the yield. Um, but yeah, those Black Rockck those Black Rockck funds are hard to beat. So, this is an ETF. Now, BUI, is that an ETF or is that a is that a closed-end fund? It's a closedin fund.

[00:41:15]Boy, they really did well in the first year. Utility Infrastructure Power Opportunities Trust. Um, let's go see if they have if they they'll show us their holdings.

[00:41:32]Let's Energy Next Terra, National Grid, Williams Companies, Union Pacific, Duke, The Southern Company, American Electric Power, Chener, Target.

[00:41:47]Yeah. No, that is a good alternative.

[00:41:49]Mayor, when you told me about that, I I put it in the factor or else it maybe it was already in the factor. Um, let's see where BUI ranks in the factor.

[00:42:03]No, I guess it wasn't in the Well, hang on. That's not it. Yeah. Okay, it is in the factor. 134th on the factor, max factor, 136 on yield safety. Um, the knock on it is it's not super stable. That's why it didn't rank a little higher. Um, you know, there's ones that that have the same yield and and the same nav return with more safety, but yield profit margins nearly 100%. So the yield they're giving you is is uh justified by the growth of the assets which I would hope so because those assets have been going I mean those those assets have been hot lately those types of assets but yeah let's see how it compares to XL UI. I need to build a comparison feature on here where I can pull up both of them together.

[00:42:58]Um anyway, XLUI is 127th on the max factor, but 74th on yield safety, but XLUI is 95% as stable as the market. So it it it stability now. Now XLUI didn't do quite as well on NAV. The other one was up 2% on NAV. This one's up 1%. Part of that's because the higher yield and part of that's because they aren't the same fund. I mean it, you know, they're they do different stuff. XLUI pays a little bit too much yield at least it has this quarter relative to the assets in the portfolio as the yield profit margins only 28%. Whereas uh BUI the the yield was fully covered and it had a little bit better NAV and a little bit lower yield. So yeah that was a good um that was a good one. That was a good one.

[00:43:51]Dial tone saying he's happy he bought Bloxs on and Bloxs is incredible. I mean Bloxs QLDY any lightning spread fund out there right now. Anything with uncapped upside is doing really well. It's not just lightning spreads that uncap the upside. Those guys that there's other ways to do it too. There's guy those guys that uh quantify funds have uncapped upside. I mean um the guys at Roundhill have uncapped upside. So, you know, there's there's other ways to do it. Um, but anything that has that lately and and has the right assets um is is looking good.

[00:44:33]Is looking really good.

[00:44:36]This SATA is amazing. I was I I thought that these things weren't supposed to get any upside or not a lot because they're limited to a hundred. They can it looks to me like they can only go down but they can't go up.

[00:44:54]So as far as as far as NAV goes, these are income plays. So, I guess the key on these is to buy the dip because um and that's why else this one looks so good is because what just kind of the path dependency what day is it? It's the 11th. So, the the show was based on the 8th. So, if you look at February 8th, it was pretty it was one day off the well it was two days off the bottom of the of the move. So, you know, as time goes by, the comparison's going to be a little bit harder for that, especially if it releases. I know it can get a little bit above 100, but that one has been a great that one's been a done great for some people, especially people that bought the dip in it. Um, now this one stretch looks like it does get a little upside. Let's look at stride. It looks like it is able to creep up over time.

[00:45:59]Stride's not on here. What about uh Strike?

[00:46:04]No. Um so the only one we can look at is uh stretch.

[00:46:20]Mayor BUI beats the XLUI parent. So you so you don't think the yield is the issue? Okay. Yeah, good call.

[00:46:32]Good call there. Yeah. When I remember I said it's yield plus they are different.

[00:46:37]Right after that I said plus there are different ETFs with different holdings or something like that. So yeah, XLU this is what they hold.

[00:46:45]Although Next Era, Southern Companies, Duke, those were both on all of these were on that other one. I mean, a lot of these were I saw Next Era on BUI, Southern Company, Duke was there. Don't remember. Constellation.

[00:47:00]I think this one was on was in both of them. But anyway, they have some similarities, but yes, they but they also have some differences. They are they are different um they are different funds.

[00:47:14]Um, DXYZ, you bought at 30 and now Hell yeah, what is up there, Randy? I haven't seen you around in a while. Uh, DX YZ or I don't know. It probably haven't been that long. All right. Well, here.

[00:47:33]Okay. Here's an example of a young guy's fund. I can just tell by the by the name of it, Destiny Tech 100. You know this these are moonshots is the the way I look at these as moonshots. So let let's see if I'm right though. We intend to mess the portfolio of the hundred top oh ventureback private well yeah I mean ventureback private companies. So these are yeah the idea is these things will either be zero or there'll be or they'll go way up. Um current portfolios 32 companies they're trying to build it up to 100. Okay. Heck yeah. This is an interesting one. Where did you uh hear about this one? They you got SpaceX.

[00:48:11]What the heck is Shield AI? Never heard of that. Of course, I've heard of Data Bricks. Beast sold invest in Mr. Beast.

[00:48:19]Um, that is Mr. Beast, right? Of course.

[00:48:23]X AI, that's a good one.

[00:48:26]The the Grand Slam's going to be I mean, in my opinion, is going to be um uh the people that make Claude, whatever that's called. Um but anyway the Yeah. Heck yes.

[00:48:43]Heck yes. They take a structure agnostic appro agnostic approach to port to port portfolio construction participating in prime primary rounds driven by the company as well as secondary purchases from existing shareholders.

[00:48:58]Um, they've got 50% of their capital deployed.

[00:49:10]Gain access. Do you have to be an accredited advisor to to get into this?

[00:49:16]Probably. So, or you probably have to they have to know who you are or something. Pronounce Destiny. Oh, yeah.

[00:49:23]DXYZ. Destiny. That's a good one. That is a good one. Oh, good. Good call on buying the dip at stretch.

[00:49:32]Um, yeah, 20% SpaceX. So, it's it's like an RVI or it's like a you know what does how much SpaceX does RVI have or there's another one that's been out for a long time that's basically SpaceX? It's I can't remember the name of it. It's been out for like a year and a half and it's it has SpaceX in it. Um, Destiny's based in Austin. I like it already. Um, they Okay, Max, look at the top OS page.

[00:50:06]They bought Anthropic in February. Okay.

[00:50:10]Um, yeah, there it is. Update. NAV up 210% year-over-year.

[00:50:28]127 million invested in Anthropic.

[00:50:31]Chaos. I haven't heard of Chaos.

[00:50:34]And what is that one?

[00:50:37]There is an ETF out there called uh or an ETF uh I've seen um an AI with the similar name. So uh uh they got a little Discord.

[00:51:06]They have a little Impossible Foods Bolt Financial.

[00:51:11]Heck yeah.

[00:51:20]Heck yeah. No, this is a good looking uh they even have some treasuries because they're holding on to cash. So, they're getting 3.68% on their cash free money. This is the same thing that a fund uh like this is what the way ODTE used to work. Um they they had like 40% cash so they're getting free money. Um but now they had to buy the stock. They don't get that free money anymore. So um interesting interesting uh okay DXYZ is the closest info that anyone can buy. Okay, good to know. and DGXX. All right. Well, let's check out DG DGXX Digip Power.

[00:52:19]You want to talk about Parabolic?

[00:52:25]That's a four bagger since April 1st, since the last earnings announcement. It was trading around two. Now it's, you know, it hit eight. Looks like it hit eight and now it's trading at 769.

[00:52:40]Hell yeah.

[00:52:44]So, it's listing their peers as NRG Energy's. This is the company that owns um SRV, right? I think that's the parent company of SRV.

[00:52:57]Constellation Energy. We see that one all over the place.

[00:53:01]um Talon Energy, Vistra Corp. You see Vista Corp is a perennial um meme stock, Digip Power. All right. Well, that's a good that's a good call. Also, introducing Neoclouds. What What the heck's Neoclouds?

[00:53:32]It's the consumer enterprise arm of Digip Power X on demand GPU and AI compute serve directly from our tier three infrastructures.

[00:53:44]The future is here guys.

[00:53:47]The future is here.

[00:53:50]And I wish I was a young guy. All I had was Eli Liy. In the 90s those it was biotech the the big the big things were made in especially the early 90s when I got started in the late 80s it was all about biotech and big pharma and that type of that's where the real innovation was happening and then once you know 9697 then a lot of the big innovation went in things like um you know.com and search and you know that kind of stuff grew up but um you're a you're you know you have to invest in whatever is hot in the time that you're in your growth phase. For me it was biotech and and big pharma. Um you got some AGIX and Warp this weekend.

[00:54:37]What in the heck is Warp?

[00:54:41]It's a cool ticker. Oh, okay. Everyone has to have a space ETF, you know. Yeah. Okay, cool. And then Agix, I've heard of that one. It's been a while. Oh, that's the one I was talking about. That's the one that has SpaceX. I think it's been around forever. No, no, that's it's something else. Um, it was on the far right of my buffer report. We haven't looked at the buffer report in a long time. XOVR. XOVR. That was the first one that kind of had SpaceX. Um, yeah. Now, here's a great This is a great young guy stock. No yield. You just get exposure to these kinds of companies. Now, it looks basically like Mag 7, but the AI's taken over the Mag 7. Um, but uh and but you get other stuff in there, too. It looks like Mag 10. That's the Mag 10 right there. Taiwan Semi, Tesla, Palunteer.

[00:55:35]That's the Mag 10. Speaking of Mag 10, I can't wait for the um Tap Alpha Mag 10 to come out. That's going to be that's that'll be awesome.

[00:55:49]Um, Digi Power signs up to two and a half billion AI data center deal with Sarah Brass.

[00:56:00]EOS is going to explode, too. It's an energy stock. It's already up 13. What?

[00:56:07]EOS is up 13% today.

[00:56:13]You got to be kidding me.

[00:56:15]It's up 44% on the week.

[00:56:19]Now, the quarterly performance is not is is not great, but that's the way these stocks this is the definition of a moonshot stock. I mean, you're either it's either going to go to zero or it's going to be at a thousand in in, you know, 10 years. Um, but or this is the way those types of stocks trade. EOS energy gigawatt scale high density energy storage architecture.

[00:56:46]H is there any um you guys are is there any earnings trades you guys are interested in this week?

[00:56:56]Destiny X I thought I had the earnings calendar up. Anyway, um yeah, I missed the boat on Dramal. I missed the boat on everything. You're thinking about uh FO I mean into DRAM.

[00:57:11]I'll just wait for the X funds to come out and add, you know, put make it 5% of my portfolio.

[00:57:17]Let David manage it that part for me. Um Dream is that was probably called DRMX, I would think. Um and they're getting a deal with Sarah Sarah Bruss um which hasn't even IPOed yet and it's blowing up. Um, AGIX has SpaceX and Anthropic. JD and Baba report earnings this week. Okay, let's look at um you guys remember this one. This is the first one I ever heard of that did that had SpaceX private public crossover ETF.

[00:57:54]Um, it's n 20% of the fund is SpaceX.

[00:57:57]That's right. But then other than that, it's basically an AI fund. Okay, I'll remember that now. But they're um XOVR.

[00:58:08]Let's see if they have a website that's worth a darn.

[00:58:12]Uh oh, apologies. Page can't be found.

[00:58:15]Um, okay. So, I had something else to show you guys.

[00:58:31]Ry's telling us that we have some Oh, yeah. Ollo reports this week also.

[00:58:36]Not that I have any, but that may that might affect there's Olo's in a lot of these um in a lot of ETF portfolios as it in HIMS reports after the bell today. ESTs is in a bunch of these high yield, you know, funds.

[00:58:55]Um, Regetti, I haven't seen it lately, but these are the types of ETFs that are in the QBT.

[00:59:03]Uh, as far as big ones goes, it looks like Cisco and Applied Materials, right? I mean, uh, Oh, yeah. And then, and like Randy was saying, JD and Baba report. JD reports before the bell tomorrow. Alibaba reports before the bell on Wednesday.

[00:59:35]SPCE Virgin, that's just their space company. I mean, everyone has to have a space company, right? I mean, you can't I mean, if you're especially if you're a billionaire, you're Branson, Elon, um, Bezos, I think the guys from Google's Google are invested in some type of space company, too. But you got to have a space company. Now, this one's been burning up uh, investor money.

[01:00:04]Three-year performance down 96%.

[01:00:07]Fiveyear performance down 99%. It sounds like a YieldMax fund. What the heck?

[01:00:12]Come on.

[01:00:14]Come on. It sounds like that damn uh AI Y.

[01:00:20]This is a dog.

[01:00:23]That is an absolute dog.

[01:00:29]And the reason is because they picked the wrong horse. This is what they're selling options on. You got to sell options on something that goes up. You I mean, come on.

[01:00:39]How did they how could you I mean you couldn't have found a worse AI stock to you know uh you know Yulmax also did GPTY is as an AI portfolio and look how this GPTY and look how well this one's doing.

[01:00:57]I mean that that AIY is just an absolute dog.

[01:01:04]Look at these guys have not only recovered their high for the year, they've recovered their December high also.

[01:01:13]Um, yeah, XOVR is down 99%. Was that the one that was down 99%? Anyway, uh, shame there's no income version of the Chinese 300. Careful with Alo. It's BS. What's SMRF?

[01:01:29]SMRF.

[01:01:35]Okay. Uh Nuke, Nuke Power. And let's go see what it has. Well, it has Aqua in it. Okay. And it has uh BWX.

[01:01:49]This one's in Kield, I believe.

[01:01:52]Um, Centric Synergy, a little NextG.

[01:01:59]You're eyeing K Webb and Clip. Yeah, the covered call version of K Webb. Yeah.

[01:02:04]Um, Clip.

[01:02:10]Surely Clip's in the factor, right? Um, surely it is.

[01:02:21]No, it Oh, no. I didn't because I misspelled it. K L I P. Yes. 336th.

[01:02:29]Gosh darn it. Claude Claude says it's YieldMax, but it's not YieldMax.

[01:02:34]Who is Who does Clip? It's K Crane Chairs, right? It's Crane. Okay. Well, that's the first one he's messed up in a while. I think we have a lot of this stuff uh I think we have a lot of this stuff um worked out. Um, all right. Well, anyway, we we'll get that addressed. Um, but back to how it's doing. It looks like it's been um it's down 13% this quarter, yielding 28%.

[01:03:21]61 on stable decks. That's not too bad.

[01:03:26]That's not too bad. It's just been having a rough quarter. So, but I I bet you it's because KB's having a rough quarter.

[01:03:33]I bet you anything KB's down to. Yep.

[01:03:37]That's the way it works. Got to pick assets that go up. But anyway, yeah. You think this is at a low and gonna going to rally or just a way to get exposure to Alibaba 10 cent and if if they hit earnings and go up.

[01:03:51]Alibaba's 10% of the company. Yeah. Um clips Chinese cover call. Yes. Hey Eric, how are you doing bud? You like that GDXW? That GDXW probably looks pretty dang good today.

[01:04:04]Um Clip and K have definitely been doing terrible. I mean, clip does. That's why AI thought it was a YMax fund is because it that's AI just saw the chart and assumed it must be I guess.

[01:04:18]So, um, Eric, are you liking that GDXW?

[01:04:27]the the problem though the if it would have been for that sell off that March precious metals route you know can you even imagine um how well precious metals have been doing I mean they're starting to do better again they're they're they're coming back but I mean that was uh you know well forget about GDXW it's paying you a yield so of course it's going to go down but it it can only do what GDX is doing and that GDX went from 120 to 80. You I mean that company lost a third of its value in two weeks. And yes, it's gaining it back.

[01:05:04]So, um heck yeah, though. I I hope you like that one. Do you got any of this one? K Gold. It's a little different because it's based on gold and not gold miners.

[01:05:16]Same thing with this. Maybe the sell-off was in February. No, I think there was two precious metals sell off. No, the one that was in March was a serious one.

[01:05:24]As good as this is, the thing that people like about it is it has onetoone relationship with the market. But when the market when the underlying down 30% you know that onetoone relationship uh you know you know hurt you. So gold went from 490 to 400. So nine so 9827 36 about gold lost about 20% of its value.

[01:05:50]So I mean what's K gold supposed to do anyway? It's coming back though.

[01:05:57]Does anyone have any of this GDXJ little junior miners? I've heard of SLJ, SLIJ or whatever the silver junior miners, but I had heard about that one.

[01:06:10]Um, well, KB's a Chinese ETF that tracks the CSI overseas. So, it's basically Okay.

[01:06:19]So K web is um yeah it's tracking the index of so it's a way to get exposure to China.

[01:06:25]I got you. Yeah, China just hasn't been hot. Kweb's uh you know just hasn't been great lately. Uh CN XT CNXT Okay, another ch Yeah. Now this is Chinese innovators.

[01:06:45]So these are probably smaller companies.

[01:06:47]There's no BABA, no 10 cent. Heck yeah.

[01:06:52]Heck yeah. Um, and then look at ASHR.

[01:06:59]ASHR.

[01:07:05]So this is the Extractors Harvest CS300 China ETFs.

[01:07:22]Oh yeah, good pics here. Uh, good, Eric. So, I forgot what we were talking about, but I put on put on Oh, GDXW.

[01:07:35]Yes. Well, I mean, yeah. I mean, anything with a W next to it or W at the end of it, those are, you know, if you because they use leverage and they don't sell options, so they're theoretically uncapped.

[01:07:50]Um, so yeah, those are those are great when you pick the right asset. Like look at here's an example, AMDW.

[01:08:02]That's amazing.

[01:08:05]That is absolutely amazing.

[01:08:09]But I mean, you know, if you bought it at January 1 though at 47, it went all the way to 40. That's actually 15% down. I mean, you could have given up on it. I mean, it'd be easy to do, but I mean, um, man, it just it's that that one's incredible.

[01:08:28]Or I guess maybe this one's even more incredible. ARMW.

[01:08:35]Well, they're both they're both incredible.

[01:08:40]Just need the parent asset to go up. So, they this thing got killed. It lost like 60% of its value. But how did ARM do last year?

[01:08:52]arm lost 184 to a lost also about 40% of its value.

[01:09:04]The other one lost 60% of its value because that chart didn't factor in dividends and it was paying a dividend on something that dropped 40 50%. So, the high yield funds going to be down 60%. But yeah, um you're liking that K Sil and P. Now, Pil I I don't think I've heard of that one. Do we? Have we ever talked about Pil before?

[01:09:25]Oh, yeah. We have Sprat. I I know Sprat.

[01:09:28]I I know Sprat's a good one. We talk about Sprat's um funds all the time. But you know what though?

[01:09:38]I don't think Peace I don't think Pil's on the factor anyway. Um, and of course it's not open right now, but uh, it is open somewhere because it said switch to tab. I have another window open somewhere or another desktop or whatever. Anyway, we'll put Pil in there. If there's anything else you guys want me to add to the factor, now would be a good time to do it. Well, let's make sure it's PIL qualify, though. It may not pay a yield probably.

[01:10:23]Yeah, it doesn't pay yield. So, that's why it's not in the factor. You don't need a yield if you're up 317% in 10 years. That is your yield.

[01:10:33]That is your yield. Um, you have K Gold and K COP. Nice.

[01:10:38]Peter Schiff must be frustrated probably.

[01:10:42]Um, pair I AU with Kold. Well, I mean IU is legit, too. I mean, a just I AU is going to be more of a typical covered call, but it's Neo, so they're going to do everything they can not to overpay you.

[01:11:00]But Howard does the same thing, too.

[01:11:03]Howard doesn't intentionally overpay. He sometimes it can happen by accident. But um Eric has a tiny position in Kold down 15% down six uh on GDXW, but your dividends outpace that. Glad you didn't go heavy near the top.

[01:11:20]Oh jeez. Now we're getting this is a deep cut. Playing Vietnam too. KP Ho and VN VNM being elevated from frontier market to merging markets. Okay. So, you're playing the they're jumping indexes to a better index.

[01:11:38]Heck yeah. That's some pretty good information. You How did you find out about that? Is that a you um there's the van Vietnam oneear returns 59%.

[01:12:03]Um November is when you got into it.

[01:12:06]December you went heavy. Okay. P silver is physical silver. Yeah. Good to know.

[01:12:11]Um they can deliver silver to the home.

[01:12:15]Um Anthropic announces complete claw platform launches today on Amazon.

[01:12:22]Really? All right. Well, that's that's some good information, Marcus. Um excuse me. All right. So sunny. We have sunny coming up Wednesday. Be here.

[01:12:43]It's exactly well. It's two days from now.

[01:12:50]Sunny Wong. I talked to the guys over at YieldMax and I'm getting uh Mike Co on I think the next week and I have a message in to the guys. I haven't got a response back yet. I'm trying to get the guys at overlay shares to stop by the office too and and and talk to us. I think that would be I'd like to have those guys on here, see what they have to say about the fact that I uncovered that they said they didn't change anything, but really they widened their spread out. And of course, I knew they widen their I mean that you can't not change anything and then pay more yield. It's just not the way it worked. Anyway, but I'm sure they'll uh those guys seem like thoughtful guys.

[01:13:29]They'll they'll come on and explain to us what they did. Um, it's still OVL's still going to be a badass fund. And just like just like ODT is still gonna be bad. They just weakened it a little bit by going away from the synthetics, but it'll still be a badass fund. OVL will be a badass fund, too. It it has been and it'll continue to be. Um, David Saxs predicted that Anthropic will be a monopoly on Yeah, I watch the All-In podcast every week, but I haven't got all the way through the Friday podcast.

[01:14:03]Um, I I haven't got all the way through the Friday podcast. They also they had a special All-In podcast. It was the All-In Network, but it was just uh I think it was just David Friedberg and he interviewed Spencer Pratt, the guy that's running for mayor in LA. And I watched that last night. I watched that whole thing. Uh that was interesting.

[01:14:28]That was interesting.

[01:14:32]Crazy how the market's still bullish.

[01:14:34]When's the rugpull? So maybe the rugpull.

[01:14:39]I have a theory.

[01:14:42]Um, it's an old theory. Buy the rumor, sell the news. The market's up on no news right now. The war's still on.

[01:14:48]Every time they say it's peace, it's not. Then something else blows up.

[01:14:51]Whatever.

[01:14:54]Maybe the market will go the other way.

[01:14:56]The second the real peace deal is announced. The market's up in anticipation of the peace deal. So then if Trump comes out today and we got a deal, we signed on the dotted line, everything's good, boom. then maybe the market will go the other way because it's run up so much in advance of the peace deal. What's it going to run up on once we have a peace deal? I don't know.

[01:15:16]Um but yeah, I I have no explanation for that. Um All right. Uh no, if not a I got you on that. I watch it every week anyway. I really uh of course I really like David Saxs and Well, I like all those guys. Um I even like Chamoth. Um, th all those guys are interesting. Um, I probably like Jay Cal the best because he's an Austin guy and I just I I get I like him a lot too. But anyway, that's that's just a great podcast. Should be required watching for for everybody. Like I say, I don't just watch that their weekly podcast.

[01:15:57]Anything else they have on their network during the week, I'll watch that also.

[01:16:01]Great way to keep up with the AI business.

[01:16:07]Uh Mark is saying you think we should invest and allocate accordingly. Oh yeah. Well just be cautious. The rugpool will happen at some point but I mean not I mean anyway yeah um I hear you on that Marcus. Um December 30th was the first dividend.

[01:16:31]All right Eric. Uh, no, that's awesome that you got I'm liking that you're liking that GDXW, those W funds. There's a, you know, I've heard some criticism of them or whatever, but as long as you pick an asset that's going up, you know, it's like anything else.

[01:16:49]People started to think GDXW sucked, you know, during February and March. Oh, this one sucks. It's no, it doesn't suck. The market's just going down and it has leverage. Um but yeah, those W funds can really uh be interesting.

[01:17:04]Those are those are Round Hill's best products. I think just like I think that YieldMax's best products are the funds like Chippy, GPTY, Alti. Um and there's another one too, LFGY that you know those that that's to me YieldMax's best product. Round's best product is those W funds. Um, Curve's best product in my opinion is K Gold and K Silv, but you know, it's a matter of opinion. Um, you know, Granite Shares, I don't know what their best if they have a best product. It's probably not their yielding products. It's probably just their their leverage products are probably their best product.

[01:17:46]Uh, all right. Yeah. No, that's that that's that discovery one, right? DXYZ. Yeah.

[01:17:54]No, that's heck yeah. Destination tech.

[01:18:04]Yeah. Heck yeah. Now that's a good one.

[01:18:07]That is a good one. I'll keep an eye on it. I will keep an eye on it. Um remember guys, uh you can always support the channel at PayPal. Remember, it's not financial advice. consult a licensed planner. I'll be back after the market closes and we'll see what's going on at that time. I'm going to go get something to eat.

[01:18:32]Um, when Canada sold mining rights to China was when silver and gold had March calling over leverage investors. Thanks, Canada. Oh, so was that what happened during March? I forgot what the March selloff was, but it was nasty.

[01:18:52]I just know that it just it it's hard to tell on this chart, but whatever that was, I guess maybe it was a February selloff. Maybe the March selloff was February selloff was war related. That was because oil went up.

[01:19:08]War broke out. Oil went up. People sold gold to buy oil. But then maybe the March one is what you were uh talking about. Probably is what it was. Um, anyway, that's good information, Eric.

[01:19:20]All right, guys. Well, hey, thank you so much for being here. I will talk to you guys soon.