{"id":12828900,"date":"2025-07-11T01:10:16","date_gmt":"2025-07-11T05:10:16","guid":{"rendered":"https:\/\/www.philstockworld.com\/?p=12828900"},"modified":"2025-07-11T17:40:45","modified_gmt":"2025-07-11T21:40:45","slug":"psws-weekly-webinar-jubal-money-talk-portfolio","status":"publish","type":"post","link":"https:\/\/www.philstockworld.com\/2025\/07\/11\/psws-weekly-webinar-jubal-money-talk-portfolio\/","title":{"rendered":"PSW&#8217;s Weekly Webinar: Jubal &#038; Money Talk Portfolio"},"content":{"rendered":"<h2><a href=\"https:\/\/www.youtube.com\/watch?v=ifg4Jo6M4B4\" target=\"_blank\" rel=\"noopener\">Jubal &amp; Money Talk Portfolio (7\/9\/2025)<\/a><\/h2>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/ifg4Jo6M4B4?si=xUl_60u6Us-QRU9z\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p><strong>Timeline\u00a0<\/strong><\/p>\n<p>0:00 \u2013 Treasury auction and bond market dynamics<br \/>\n2:15 \u2013 VIX and market sentiment<br \/>\n2:23 \u2013 Introduction to Jubal and Money Talk Portfolio<br \/>\n2:43 \u2013 Anticipation of Fed minutes release<br \/>\n3:03 \u2013 EIA oil inventory report and implications<br \/>\n5:40 \u2013 U.S. oil exports and electric vehicle policy<br \/>\n8:06 \u2013 Gas tax on electric vehicles and VAT tax proposal<br \/>\n9:54 \u2013 National debt clock and fiscal misrepresentation<br \/>\n12:19 \u2013 Tariff revenue exaggeration<br \/>\n14:02 \u2013 GDP manipulation and debt-to-GDP ratio<br \/>\n15:20 \u2013 VAT as a solution to deficit<br \/>\n17:23 \u2013 Butterfly portfolio overview<br \/>\n26:04 \u2013 Money Talk Portfolio performance and strategy<br \/>\n30:43 \u2013 AT&amp;T short puts example<br \/>\n33:25 \u2013 Lockheed Martin and other trade adjustments<br \/>\n35:00 \u2013 New trades: Ozark, Foot Locker, Whirlpool, ARCB<br \/>\n39:39 \u2013 Portfolio value jump and trade recap<br \/>\n43:59 \u2013 Foot Locker buyout and value investing validation<br \/>\n44:33 \u2013 Position updates on Pfizer, SYF, Target, Whirlpool<br \/>\n51:03 \u2013 Whirlpool and tariffs misperception<br \/>\n53:30 \u2013 Role of AI models in portfolio management<br \/>\n54:06 \u2013 Fed minutes and economic projections<br \/>\n1:00:18 \u2013 Warren\u2019s Fed summary and Powell\/Trump conflict<br \/>\n1:17:08 \u2013 Trump\u2019s demand for 3% rate cut<br \/>\n1:20:14 \u2013 Current inflation analysis<br \/>\n1:23:56 \u2013 Bank of New York custody of XRP stablecoin<br \/>\n1:26:09 \u2013 Sovereign legitimacy risk from stablecoins<br \/>\n1:29:00 \u2013 Trump\u2019s personal monetary interests<br \/>\n1:32:56 \u2013 How to profit from insider manipulation<br \/>\n1:34:36 \u2013 Digital money inflating equity markets<br \/>\n1:36:40 \u2013 $600 billion AI bubble<br \/>\n1:37:58 \u2013 Redundant AI spending and voice assistants<br \/>\n1:42:17 \u2013 Identifying the losers in AI overspending<br \/>\n1:44:10 \u2013 Google\u2019s AI threats and search revenue<br \/>\n1:46:26 \u2013 What Google should do instead<br \/>\n1:48:21 \u2013 Debate on Waymo and restructuring<br \/>\n1:49:30 \u2013 Tesla\u2019s radar-free strategy critique<br \/>\n1:51:58 \u2013 Final thoughts and market advice for the week ahead<\/p>\n<p>&nbsp;<\/p>\n<p><em><a href=\"https:\/\/www.philstockworld.com\/amember\/signup\" target=\"_blank\" rel=\"noopener\">P.S. Subscribe to Trend Watchers and join us for Phil&#8217;s LIVE weekly webinars here &gt;<\/a><\/em><\/p>\n<p><em><a href=\"https:\/\/www.youtube.com\/c\/Philstockworld\/videos\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.youtube.com\/c\/Philstockworld\/videos&amp;source=gmail&amp;ust=1614357595527000&amp;usg=AFQjCNFYqMLCLryontJKNA2_zPqFOeKskA\">You can also check out Phil\u2019s previous weekly webinars on YouTube &gt;<\/a><\/em><\/p>\n<hr \/>\n<p>[ctct form=&#8221;12730731&#8243; show_title=&#8221;false&#8221;]<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Jubal &amp; Money Talk Portfolio (7\/9\/2025) Timeline\u00a0 0:00 \u2013 Treasury auction and bond market dynamics 2:15 \u2013 VIX and market sentiment 2:23 \u2013 Introduction to Jubal and Money Talk Portfolio 2:43 \u2013 Anticipation of Fed minutes release 3:03 \u2013 EIA oil inventory report and implications 5:40 \u2013 U.S. oil exports and electric vehicle policy 8:06 [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":12786330,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25411,19951,45,26922,21,1,12,26306],"tags":[25441,26918,969,22131,26919],"class_list":{"0":"post-12828900","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-moneytalk","8":"category-chart-school","9":"category-appears-on-main-page","10":"category-market-news","11":"category-available","12":"category-uncategorized","13":"category-phils-favorites","14":"category-webinars","15":"tag-bnn-money-talk","16":"tag-bnn-moneytalk","17":"tag-charts","18":"tag-webinar","19":"tag-webinars"},"_links":{"self":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12828900","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/comments?post=12828900"}],"version-history":[{"count":4,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12828900\/revisions"}],"predecessor-version":[{"id":12828910,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12828900\/revisions\/12828910"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/media\/12786330"}],"wp:attachment":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/media?parent=12828900"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/categories?post=12828900"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/tags?post=12828900"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}