As a bonus, i'm going to start this video off with my top 10 stocks going forward out of this market disaster. We're going to talk a lot about stuff in this video from life to real estate in stocks. But i want to give you some really strong value right out of the gate for big companies that i really think are destined for for greatness going forward. So i'm going to give you as many that i can sort of rattle off here by myself.

Thinking on the go based on all the research that i've been doing over the last bit here, so the first one is trade desk dude folks, trade disk is gon na blow up. I think trade desk is pretty much primed to get into a partnership with disney for their ad revenue and with netflix, that's huge if they get the disney plus account because they already have hulu, which guess what they already have hulu and the disney channel both both Of which are owned by disney like like that's that's awesome, you already have that connection and trade desk already does the ads for them. Next netflix, the cfo of netflix now works over or the ex-cfo of netflix now works at trade desk. These are huge potential partnerships that are going to put trade desk on the mega map, i'm so excited about trade disc, going forward.

I've been talking about them. The last few weeks, uh i've i've talked about how i sold my position to buy more tesla uh. After the because i did not want to play the earnings call, that was a correct decision, short term, because i hate playing earnings calls i've been kind of like dipping out before earnings, because everything goes red with earnings these days and then getting back in and so Trade desk is one where i'm like. I've got to have a position in this company because that earnings call after i've completely gone through it.

Oh my gosh, it is so good. It is so good, i'm so reinvigorated uh for trade desk, and for me this is a fundamental play. This is not some uh, some random uh. You know.

Okay, let's play a trade here, let's uh buy it for this and sell it for that or whatever. For me, fundamental play my uh favorite fundamental play of last year and the year before, one of them other than, of course, tesla has been enfaced now and faces one along with like the likes of home depot and others i'm a little nervous about, mostly because i Do think the real estate market is heading, you know, potentially towards the downside, but i'll tell you so far. The earnings are still killing it. We're not seeing people stopping spending money on their homes yet, and i got to thinking about a little bit if people are buying enphase and sun power systems, do they have higher net worths? I don't know it depends, maybe at end phase, because it's a little bit of a higher quality product, but you look at the sun power agreement and the lisa.

You know the power purchase agreements they're doing those are not necessarily high net worth individuals. But what are you getting you're getting substantially more sales than expected, as people are still going crazy for solar, and so it's wild both of the earnings calls are saying: oh yeah, both sunpower from last week and then end phase before that they're still killing it on Sales, this one, i think you have to be a little bit more trade aware, though in this sector, because if we do start seeing declines in real estate, prices and people start getting nervous, they're going to stop spending money on on these improvements, and that's why? I think home depot and phase sunpower these stocks could face some headwinds as real estate takes time to adjust. It usually takes about six months for real estate prices to adjust right, okay, so trade desk top priority uh. You know really got to build out this position.

I'm figuring out how okay, how do i want to diversify this, my portfolio, but that's more of my problem. Obviously, those of you in the stocks in psychology money group with that amazing coupon code, expiring tomorrow for all of the programs, i'm building your wealth uh, which again expires tomorrow. You should take advantage of that link down below email me if you have questions for a bundle. Coupon kevin meetkevin.com check it out, but anyway, you'll find how i rebalanced my portfolio, because i've gone very concentrated into uh, very few positions, but i'm going to rediversify this very very soon so stay tuned for exactly how i do this and the allocations i provide.

But anyway, trade desk, huge enface sun power home depot interested, but probably not ready to go large here disney after the earnings numbers and them getting a beat on their customer base, exciting very exciting, especially when the uh you know disney shanghai re opens up disney still Exciting here so trade desk disney exciting, very much so tesla is obvious. We don't even have to you know, talk more about tesla, because we do so many standalone videos on tesla. I don't want to sound redundant at this point, but i'll tell you. I met some folks from the fsd team yesterday in person shout out to you seriously uh.

I i'm like honored by the work. Y'All do and uh respect, y'all so much i i'm just blown away and uh. I mean that's like tesla's tesla's, amazing uh, and i don't want to just sound like a bull, although clearly i'm pretty bullish, it's it's ridiculous, but again it's more on that in separate videos. We have to talk about other stocks, folks, if trade desk kills it with these advertising partnerships, netflix and disney and they're sort of this undiscovered gem i and we get through this potential recessionary period.

What's next folks, google is going to move because people are going to say: dang trade desk is expensive. Now, okay, well, what other advertising stock? Can we get that's on a discount that also has a stock split coming up, uh google big opportunity there. In my opinion, uh totally under appreciated uh right now, although the youtube ad revenue growth has slowed down a little bit - and this is one of the big reasons people have been getting into. Google is obviously for youtube, so you've got trade desk.

You've got uh disney, uh, google and uh, obviously tesla. We already knew that one. What else do we want to talk about? Well, there are companies like a firm that are now all of a sudden projecting profitability for next year and companies like matterport that have now gone profitable, uh that are starting to make me a little curious. Now i really dislike the matterport access that came out.

I've got to do my full review video on this, but it's a stock that might be worth some exposure because it's gotten so oversold just like a firm which swung like 85 in the day last week, which was wild, but personally, i'm probably gon na allocate less Than together less than six percent of my portfolio to these two combined, because even though we could have a bull session, if we get another, one of these violent bear rips these guys just gon na get tattered again now. Robin hood, i think, is a very interesting play because, yes, they are trading near their book value, but they are also one of the easiest stock trading platforms. For folks and here's the thing we know this is a crappy stock market and people don't want to get into stocks right now. We know that hands down.

We know that and in my opinion honestly, that's the best time to buy a stock brokerage, because the next time we have a bull run coming out of this. Those robin hood numbers are gon na flip they're gon na flip, so good they're gon na be so delicious. It's gon na be freaking, amazing, uh and especially if ftx partners with them to bring stocks and options to ftx, uh and and then ftx, obviously, which is our sponsor for this video to uh for crypto boy. Oh boy, there's money to be made there.

There's money be made there another one, folks, twitter, the arbitrage is actually getting juicy on this, even with the potential risk that elon musk asks for a price reduction. I would guess if he asked for a 10 to 20 price reduction, really anything even 45 and under looks somewhat desirable and uh. We've uh we're we're kind of there. So keep an eye on twitter.

There's been a lot of fun. That's been coming in uh, based on elon's latest tweets here and quite frankly, if you, if you're putting in a 20 margin of safety there off of 5420 uh or even more, i don't know, i mean no guarantees but uh. I'm getting excited about potentially investing in twitter as well, and i'm making this video because really again, i've heavily concentrated my portfolio and i need to diversify it again. And so i'm not i'm going to do that overnight.

But i'm going to do that with proper planning and over time, i'm not trying to make a trade here. I'm just trying to make sure i have the proper diversification for when we get into that sort of more bullish season which who knows? Maybe it's this upcoming week or uh. It's it's in three months from now, but either way bull season is going to be coming. Okay, any other stocks that i can think of adobe.

I wasn't too impressed with amazon - maybe apple apple, i think buying them after this. Next quarter absolutely deserves a reallocation. Let them have their massive destructionary hit from the supply chain crises in this next earnings. Let's get apple back in there, adobe yeah i'd rather have trade desk.

Who also incorporates a lot of that advertising sector that uh that uh adobe has uh has started uh building out uh a trade desk uses theirs and i'm like oh, i can kind of get some adobe exposure through trade desk, which is my preferred play anyway, but Trade disk has that really high p e ratio uh compared to a lot of these other companies that i'm talking about now. Their peg is pretty solid, it's closer to tesla's, but it's still a little bit of a pricey company right because it's smaller with a lot of growth ahead of it on the table. So you really want to balance that out, maybe with some some other place, and i i can't help myself, but i am getting a little bit infatuated again with the idea, just as sort of a peg diversifier of dave and buster's helping out the reits. This is something i talked about very early, but dave and buster is helping out the mall reits by opening up smaller dave busters in more malls, and if they really start getting into that more, i i might be game for reopening in dave and buster's position, which Is wild because you know i was in dave and buster's substantially lower between like the 10 range and 15 range i sold uh and because i mean they were stupid on the earnings calls talking about making a radio station and stuff like that, so much risk.

So much bankruptcy risk at dave and busters and they increased the amount of times they were talking about bankruptcy like 15x back uh back during the pandemic. It was very close of uh dave and buster's going bankrupt, but now they just got bailed out by a ton of debt, and so what i would pay attention to with dave and busters is: are they going to be able to get more locations? Those smaller scale ones are going to be the ones that make big money in my opinion, so it's another stock, i'm paying attention to probably not ready to jump in on that one if i got it for like 29 bucks, i'd probably be in it right now. So i wanted to get started with some of these stocks, but folks now i want to get to the part of the video that i actually recorded before this and it's some really good, in my opinion, an insight that you've just got ta watch alright, let's get Into it now, hey everyone meet kevin here, welcome to an episode of a real talk and no a let's get into many different topics, including life, real estate and stocks and truth. But first reminder folks that course coupon code expires tomorrow.

You could bundle up if you've got questions send us an email, kevin kevin.com folks, the largest price increase ever is coming to the courses. So if you want to learn how to build your wealth, whether it's through long-term real estate, investing long-term investing in the stock market, we've got a wealth path course, if you're trying to figure out how to even get on the path to wealth. This is really good, especially if you're trying to level up your income at the job that you're working you want to do. Do-It-Yourself property management, rental renovations.

You want to save money at lowe's through a lowe's partnership. You want to learn how to make youtube videos, or at least the way i make them make sure to check out those programs linked down below okay. Folks, look at this. The first thing we're going to talk about is a little message from kevin on life.

This is absolutely insane. I mean look at this first of all, not only is this sunset gorgeous and beautiful, but this home is beautiful. It's not my home, it is ben wallace home is on this beautiful beach with warm water. The sand is super smooth and really the the last few days here.

Uh have uh really highlighted to me the importance of having some form of balance in life. Now you don't have to go, buy a 16 million home but having some sort of balance where we do prioritize and take for a moment just that moment to think to yourself. How can you carve out that time to actually maybe just sit down and relax and do nothing for an hour or hang out with the family an extra hour this week? You know that incremental benefit. I just wanted.

I'm not going to spend a lot of time on this, but one day something real terrible is going to happen to all of us and we ain't going to be here anymore and that's just the way. It is, and it's kind of sad to think that sometimes we focus so much on working that we forget about friends, family and natural beauty, so uh keep that in mind really really important uh any of you watching this right now are you know: you're not dead. You're not in prison, although i mean if prisoners were watching, they probably learn a lot of things. You know you, you uh.

Your circumstances are much better, probably than than uh many people who don't have this privilege, especially those exposed to the uh, terrible atrocities of war or whatever. Okay, now we got ta give you an update on a couple things first of all, the real estate market. So the real estate market continues its slowdown and it's frustrating the way i'm noticing this is. I am now having and i'm seeing this as well, multiple price reductions on not only the leftover properties that i'm trying to sell, but i'm seeing them on the market as well.

So our expectation that we had in january that real estate was going to get whacked is exactly the opposite of what we had in march of 2020. In march of 2020, everybody's, like oh, no real, estate's gon na they're gon na go bankrupt. Everybody's gon na go into foreclosure and real estate. It's gon na be a disaster.

Oh no, it's absolutely terrible and what happened was the opposite? Well, let me tell you and remind you what the signals were. This is really important. What were the signals that real estate was going to do very well in march, and i made videos in march and april: you could go back and see those videos they're still there. What were the signals, because we analyzed the market every single week.

The signals were obvious: the signals were number one, decreasing inventory number, two decreasing interest rates and number three not only was inventory decreasing and interest rates were decreasing, but more people were not selling their homes because they were stuck in them and they didn't want to move Because of covet, so less inventory, more of the existing inventory was being snatched up by buyers and rates were declining right, so you're getting a lower replenishment rate, lower inventory and lower rates. All three of those things meant we were going to see a bull market. I bought eight properties that year when i bought eight properties that year, every single one of those has made a substantial amount of money, and i've recently sold a lot of them. Why? Because all three of those signals have u-turned, we are now seeing increasing inventory.

We are seeing less buyers, which is a problem because they're getting priced out and we're seeing increasing interest rates. These are three terrible things right. So do keep that in mind, i'm not suggesting that you try to perfectly time the market. You remember if you sell you're, probably gon na, spend somewhere between seven to ten percent selling and fees and closing costs and everything it's a disaster right, but folks, what do you have to remember about real estate? Ultimately, it is a long-term investment and i think that there's a huge opportunity for us to get into real estate - that's coming, but be very patient.

It's going to take six to 12 months for us to really see that adjustment. Then next stocks look, even though we had a rally on friday. I want you to remember something very important. We have seen a lot of rallies in this market only to go substantially lower.

We have rallied off of the zero percent fibonacci multiple times and now we're 10 below the fibonacci, and we had a rally on friday and everybody thinks it's the. U term. I hope it is because company fundamentals are actually quite strong. Inflation expectations are anchored.

The bond market's inflation expectations are going down the yield curve. Uninverted. There are signs that we are peaking in inflation, although it's not coming down as quickly as we'd like folks, we have an opportunity in this market. I i can't promise.

I can't guarantee, but i want to to say that i so strongly believe we're going to look back at 2022 and go damn. We should have bought more stocks, so do keep that in mind as well. However, i want you to remember this as well, and this is a warning when we get the pop, when we actually get the run a lot of highly risk on stocks penny stocks, little stocks are probably going to get doubles. Three x's four x's be careful.

Those runs could be very, very transitory, so if you get those, i would write. This post-it note on your computer right now. Take profits on risky stocks. Next run write that down super super important all right, so we talked a little bit of life.

We talked a little bit about real estate. We talked a little bit about stocks, but folks, i seriously want to leave you with the message of right now. Call your family tell them your love! Think about your children. If you have them, go hug them play with them and think about that life is really more than just our investments and our portfolios, and i say this because this is a very painful time.

A lot of people's portfolios are down substantially. The average retail buyer is out of the money 27 to 35 right now. That's huge people. People put a thousand dollars in the stock market on average, are now down uh 270 to 350.

That's crazy! That's a huge decline, but just like we have excessive euphoria like what we saw in november, we can have excessive fear, which is what we're seeing now in november, when we had excessive euphoria - and this is also very important to remember it. It was very tempting not only for me, but for many people to spend more to upgrade your lifestyle to buy a bigger boat or a bigger car or buy a jet or whatever resist the urge to upgrade your lifestyle when your investments are doing well. During a euphoric time, because you do that and then you go into margin when the dip starts coming because you're trying to you know, preserve your your base or whatever, and then the dip keeps going and going and going for five months, then you end up getting Margin called, and then you really get screwed so be careful. Don't upgrade your lifestyle too early be patient with upgrading your lifestyle, i'm still in the same 2200 square foot home.

Would i love this yeah, but am i going to put myself at risk of bankruptcy to live in something like this right now i look. I could buy this home 16 million home. We could buy this cash. Am i gon na do that and give away almost all the money that i have no no way i mean i've got more money, but am i really gon na? You know that, for example, i'll be like my tesla position right? Am i gon na get rid of my entire tesla position to buy this? No that'd be crazy right because that's like getting rid of the goose.

That's gon na lay gold for us in the future. So anyway, thanks so much for watching, let's hope, every investment that we're all making goes to the moon soon. But let's also be careful in those next runs to make sure we're minimizing our debt and preventing euphoria from getting to our head. That euphoria can last forever because it doesn't, but do remember this.

Every euphoric time is followed by a pessimistic time. Every pessimistic time can often be followed by a euphoric time and we're in a pretty pessimistic time right now, which means i'm pretty optimistic.