NokiMo
The Maverick Of Wall Street
The Maverick Of Wall Street

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THE STAGFLATION PORTFOLIO

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Market Recap:

0:00 Intro

2:00 What Happened On Friday?

6:35 The Stagflation Portfolio

24:00 Market Performance: Stock Picking vs. ETF's

26:25 Heat Map Analysis: Recession Theme

34:27 Commodities: The New 3 Amigos

38:23 Options: +$21m Against The IWM

44:00 Charts: TSLA Is About To Flush

59:15 Outlook

Outro Music:

Run Through The Jungle - Creedence Clearwater Revival

THE STAGFLATION PORTFOLIO

Comments

Mav, the G in Gilead is pronounced like the G in "green" not like the G in "George".

Ajay Ryerson

Gotta remember that you've got a large cohort of boomers retiring. On average they outnumber genZ and millennials 6:1. They're predominantly the reason wages were suppressed when they joined the workforce in their adolescents. That large workforce capacity is unwinding. Thus you may not actually see high unemployment... this recession is more of a debt problem.

Megadove

Hope you had a great weekend Maverick, keep up the great work brother. Have a blessed and awesome week. Happy and profitable trading you all.

Ryan Botiller

It's kindof ironic that after warning of stagflation for 4 years you suddenly change the definition and say "yeah here it is". Reminds me of Powell

Mara

Thanks Mav

Longrun

Will the tariffs affect spices?

Megadove

MAV, or anybody else, can you share the discord link again. I’m new to discord and it keeps asking me for a link to join your community.

Gramor

Some of these consumer staple names will benefit from if sanctions on Russia get removed so that US companies get to reopen again...like PM for example (which is exploding), coke etc.

Jd

No stagflation has not changed, you are the one changing it. It requires high unemployment and that hasnt changed. You can say we have stagflation like properties but we are technically not in stagflation

Jd

Thank you, Maverick, love the ending music

DirtyDan1961

I've been hoping for a video on portfolio choices. Thank you Maverick

MPH


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