Is 2025 the year of rotation from overvalued growth to undervalued value stocks? AIA Weekly 1.11.25

Great insights! Excited to see how this trend unfolds in 2025.

You make a few claims in this video that I struggle with
1. "I knew about the rape gangs in Britian"
2. "The level of violenece that will be required to fix this..."

Idk John. Reign it in sometimes. Still great analysis, but I could probably do without your borderline racism.

Why's investing in Poland so unpopular?

To think that Trump is going to make everything warm and fuzzy between the U.S.A., Europe and Russia is delusional. The reality is that for the last fifty years the deep state in the United States wanted to break up Russia and loot it. Europe can write off cheap energy and healthy trade relations with Russia permanently. Over the last twenty years collectively the United States and Europe spent trillions of dollars on military to destroy Russia.

I appreciate John’s financial and political analysis. I agree that globalization hurt the US middle class. But his apparent support of Russia’s Genocide and Invasion of Ukraine has always confused me. I think one can agree that globalist politics hurt American middle class and that United States will defend it interests (sanction Russia) and not have to root for Russian Imperialism.

Most U.K. large Cap stocks make the majority of their money outside of the U.K. this is especially true for the commodity and consumer staples businesses and many of the financials. Rio, Shell, Glencore, Standard Chartered, Reckitt, Unilever, British American Tobacco, Experian…

I'd love to see John on the Joe Rogan Experience with Doomberg.

Lol. “IN-CREM-EN-TUM”
Anyway, I feel good about the future of Argentina. Added a couple names as a result. Have a good week John 🤜🏻🤛🏼

Thanks!

I like Ecopetrol in Colombia with their phat dividend. With a change in political environment and bullish oil price, it would do well

John, TPL has fascinating history.

Si-28 manufacturers (won’t mention names) will be big heros to big tech.

Latin America is just on the edge of exploding economically. Always has been; always will be.

Great info JP. Those patient with Uranium should be rewarded big time this year.

I don't see how the fires in California don't affect the electricity business.

Trumps last deal w China was a disaster. Farmers on welfare. They screwed America out of 200Billion. Hopefully his team can use strong dollar as a bargaining chip and curb the tariff war BS

!I am at the beginning of my "investment journey", planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good stock recommendation on great performing stocks or Crypto will be appreciated

Good podcast.

Wonderful political analysis. Wish more people understood exactly this. Well done, sir! The same people run both sides 💯

we need to go back to pencils and paper.. good one John.

No worries, after we take over Canada we'll have access to all the Uranium we need. If not that Trump and Putin are pals and will end the embargo in 3 days 😅

No

Thanks John, I'm grateful that you delve into geopolitics, it's how I filter out all the talking heads. It's important to me when it comes to money that the person I'm listening to coincides with what I see and expands upon it.

They like to PUMP it, so they can DUMP it...
IWM was 245 on 11/25/24, 10yr was @ 4.28%
IWM is only down 11% at 217, 10 yr @ 4.77%
was162, in Oct-2023, 10 yr was 4.85%
162 would be a drop of 1/3 from its Nov-24 high
10yr has not been at 5% since 2007
IWM was under 90 in 2007

We like to combine two hype subjects in one headline. This increaces engagement per article. Accuracy is secondary for us.

Everything is politics. Politics determines who gets WHAT.... and WHEN!!!

First