New Predictions
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[4:28] I think, uh, you know, oil prices were looking at higher for longer. If we use the sports phrase, if we look at the overunder, I'll take the over.
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[22:38] we have not repealed the business cycle. A recession is going to happen in our future. We are going to have a credit crisis.
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[8:16] The implications are the copper price is going to go a lot higher because you need a lot of copper for these data centers.
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[22:01] I have been a firm believer for quite some time that that inflation was going to be a problem. You and I have talked about that in the past and um that's still going to be an issue.
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[11:25] the central banks and the Fed in particular are going to have to expand the balance sheets, become dovish at some point to save the bond market because the government runs on those IUs and they'll sacrifice the currency to do that. Whether that happens this month, next month, or the end of the year is irrelevant to me. That's the endgame. That's the direction.
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[10:27] I think you faded here... if you want to make a market call, which I don't like making, I think I I'd sell out rather than buy it.
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[8:27] valuations in the general equities market now are quite overvalued in my view and I think you'll see a disconnect. you see a reconnection commodities versus the S&P as we probably get some of the air out of this bubble in the markets.
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[18:04] is gold going to 6,000, 8,000, 10,000. I think it is eventually... I think gold and the miners and silver and the miners are going much higher.
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[23:54] gold has now made a fool out of the dollar and it's it's going to make more of a fool of the dollar... We certainly didn't reach peak gold in 2025. We're in the very first innings because the fundamentals just haven't changed.
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[23:12] I'd buy Bitcoin uh or Bitcoin related stocks here. I know it's just recently come from a low and popped back up... to me that looks fairly bullish as it breaks out of consolidation.
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[6:22] I expect we'll be a net buyer of uh Bitcoin in every month and every quarter going on forever.
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Recently Settled
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[14:25] So I expect another surge in prices for oil at the at the end of this month just just due to that because there'll be a gap of of basically no deliveries
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
The prediction claimed oil prices would surge at the end of April due to delivery gaps; the period high reached $108.6 on April 29 (trading day 4), representing a 13.3% rise from the prediction date price of $95.85, confirming a significant surge occurred within the target window.
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[15:08] I think what's next is a massive air and missile campaign that begins sometime on Monday that is designed to destroy the Iranian state and cause the disintegration of the Iranian society.
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No massive air and missile campaign against Iran began on Monday, April 20, 2026. Instead, the US-Iran ceasefire (in effect since April 7-8) continued, with Trump stating it would end 'Wednesday evening Washington time' and VP Vance traveling to Pakistan for further negotiations. While tensions escalated with a US seizure of an Iranian ship, no new massive bombing campaign was launched that Monday. (https://edition.cnn.com/2026/04/20/world/live-news/iran-war-us-trump-israel)
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[2:24] the markets are threatening and pushing up to maybe hit all-time highs here in the um next couple of sessions.
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The S&P 500 hit a period high of $7147.52 on 2026-04-17, surpassing the all-time high of $7002.28 set on 2026-01-28, confirming the prediction that it would hit all-time highs within the next couple of sessions.
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[28:40] Fed meeting coming up end of April... What do you think? Do you think cuts are on the table or no or hope? No.
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The Fed held rates steady at 3.5%–3.75% at the April 29, 2026 FOMC meeting, making no cut. This was the third consecutive pause, with markets pricing in a 100% chance of no change. (https://www.federalreserve.gov/newsevents/pressreleases/monetary20260429a.htm)
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[39:03] I'm not talking about geopolitical tail risks. I'm not talking about that. I'm telling you probably in four weeks I'll turn extremely bullish on what's going to happen with the world. That's my own personal belief.
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As of May 8, 2026 (four weeks after the prediction), the Iran war has not favorably resolved. While a fragile ceasefire was agreed on April 8 and a one-page MOU is being negotiated, both sides continue to accuse each other of violations, the Strait of Hormuz remains disrupted, US gasoline costs 50%+ more than pre-war, and no final agreement has been reached. The situation is far from a favorable resolution. (https://en.wikipedia.org/wiki/2026_Iran_war_ceasefire)
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[28:34] since 1971 right after I was born US dollar versus commodities the dollar has fallen 99% versus gold 96% versus oil 89% versus copper... Paper money is failing... we're going to see more liquidity, more money printing, it's going to continue.
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[34:43] the dollar will still be reserve currency but if we want if we want to actually make things here again, then we need a much weaker dollar. I'm not talking about, you know, 97 on DXY. I'm talking about 60 on DXY over a span of, say, 3 years, 65, something like that, maybe even lower.
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[4:10] The inflation number you asked about, I think there's more where that came from.
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[22:01] I have been a firm believer for quite some time that that inflation was going to be a problem. You and I have talked about that in the past and um that's still going to be an issue.
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[19:08] I think they're both going to happen. We're going to exhaust ourselves and we're going to have a terrible financial crisis, much worse than 2008. That much I can say with certainty.
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[27:35] But I this being said, we're so close to the midterms. I I will boldly predict that there's going to be another postponement of forcing people onto harsher repayment plans for their student loans.
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