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May 23, 2025 - Lionel Nation
29:38
MAGA Investors Are Cashing In Big — Insider Strategies No One Is Talking About
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All right, my friends, it's that time again to talk with our great friend Bob Kudla from Trade Genius and also TradeWithLionel.com.
Remember, TradeWithLionel.com, that's the URL you are to use to both find yourself as an ignition, switch the HOV lane to riches and fame and glory, and where we get the credit.
Bob Kudla, welcome, my friend.
Let's get down to brass tacks.
What should we know regarding this minefield of investing today?
We're in a really weird situation.
So you notice the long bond, the 10 to 20 to 30, those auctions are essentially failing, meaning that they can't fail per se because somebody has to always buy the treasury bonds, but they're requiring higher and higher interest rates to attract borrowers.
Not just the United States, but the Japanese bond market is also failing.
Now, the Japanese bond market can fail because they're not the reserve currency.
But the United States, we can just print whatever we need to satisfy the debt obligation.
It just causes inflation.
So it's a really weird situation because we had a balanced budget.
I mean, a surplus.
In April, we're going to probably have a surplus in May as well.
And now we have a situation where they're trying to push the rates higher.
And I think a lot of this is personally, I think mostly it's political.
How's that?
Well, they're trying to push Trump off the tariff.
They're trying to push Trump off his budget.
And then part of it is the $9 trillion refinancing that Janet Yellen...
That landmine that Janet Yellen went ahead and put on Trump by just having short-term borrowing all of last year and just piled up massive amounts of refinancing requirements.
On top of that, we have private refinancing coming to this year as well.
So it's going to cause a lot of issues.
And I'm looking at the market now.
It could cause some shakeups here.
The market looks like it's flat now, but yesterday it took a big hit on that failed auction.
I don't know if there's another auction again today, but when interest rates keep rising up, it causes people to pull away from risk assets.
And so the second part of the sell-off that we've been waiting for might be upon us.
Now, I know, Bob, that we don't normally look at this as a...
But your political commentary is, I think, priceless.
Let me give you a hypothetical.
Assume that this president, not President Trump per se, but this president, enlists your help, calls you and says, Bob, what am I doing right?
What am I doing wrong?
What am I doing in view of the investor?
And then we'll blend into what the investor should do using tradewithlionel.com.
But also...
Using your oversight.
Because that's what people really love.
Because you take what's going on in the news and you merge it with what's going on in the investment world.
Because let's face it, most people hear about Janet Yellen and the Fed.
They don't really understand it.
But you explain it, as you did right now, perfectly.
What would you advise the president, sir?
The president?
I would...
Well, he's kind of trapped here a little bit because...
You know, Congress is the one who's actually putting this budget together right now.
But I would probably hold firm on making sure the doge cuts get put in there.
Apparently, they're not in there at the moment.
And so he's just going to run into a problem next year.
But from an economic standpoint, I think what Trump needs to continue to do, you know, just purely from a political point of view, is that...
You know, he shifted money from illegal benefits to veteran benefits.
And then he needs to, you know, again, do some shifting around by creating economic, you know, incentive zones in the states in which that he needs to shore up that are kind of purple, you know.
And then he needs to just keep defunding.
You know, the left, because a lot of people here are really not realizing how much money was spent.
Probably 70-80% of our debt was stolen from us through these NGOs, wherever this money went.
Right.
Probably the biggest theft in mankind.
And so he needs to keep pressing on that, and then he needs to start pressing on the Federal Reserve.
And keep shaming them and maybe just even threaten that, hey, look, you know, if I can't refinance this debt, if you're going to make me pay through the nose, I'm just going to go to the Treasury and I'm going to conjure up $9 trillion of dollars and I'm going to pay this debt off.
And, you know, let everybody start clamoring around whether it's legal for...
The United States president to do that versus some private banking organization.
And I don't think they want that visibility.
So that's kind of things I would take.
But, you know, but look, we're in a no-win situation anymore.
The debt now is becoming unmanageable around the world.
So, you know, back to trading is then, you know, Bitcoin, oil, gold, anything that has hard assets is where you want your money.
And you want to be then paying off the financial assets, like any debt that you have.
And anything that's a financialized instrument is going to get crushed in a higher interest rate environment.
Now, right now, when someone goes to tradewithlinel.com and they want to be a part of this, because the thing that you can reiterate...
Irrespective, Bob, of the situation, the climate, the news, Wall Street, you react to everything.
Good, bad, up, down, you have a strategy.
Explain that particular theory.
Yes, though we really don't care what the market does per se.
We only care that it moves enough for us to be able to take a profit.
So what I mean by that, the market operates like a sine wave.
And so the more volatile the market is, the bigger the sine wave is, and the tighter the frequency of that sine wave.
You know, basically you're getting a lot of rate of change.
And so we're what's called outside-in traders, so we're looking to trade on those edges of the linear regression channels and with our momentum indicators.
That's easy for you to say.
We take those trades and then take a quick profit, holding it for one to five days, and then look for the next opportunity.
The good news for our listeners and our clients is that they don't know any of what I just said.
We literally spell it out for you.
We have an algorithm called the Super Histogram, and we basically say, see trade, take trade.
We keep it that simple.
And you just apply your normal risk management to it, how aggressive you want to be.
And I put trades out there every day anyway.
So no matter what level you buy our service, you're going to get access to that histogram.
And then I also put trades out every day that you can follow along as you're trying to learn how to independently trade the system.
You know, do you find yourself...
Let me...
Do you find sometimes people understand that your political orientation tendency has nothing to do with your trading strategy?
It doesn't really matter what you wish to be true, what you want to be true.
You can be a left-wing, right-wing.
This has nothing to do with what you're doing.
This is not a Republican or a Democratic investment service.
I think people are so partisan.
Everything is partisan.
This is neutral.
This is bare bones.
These are metrics.
This is like reading an x-ray.
You're just looking at the results.
You don't really know why it's like this.
You don't care.
You just want to know what to do now.
I don't think that might be made enough.
Actually, you know, stock markets do better under Democratic administration because they tend to spend the most money.
And then they tend to suffer more in the Republican administrations because that's when the reins get pulled back.
So, you know, if you just trade your political affiliation, you might as well become a Democrat, right?
But, yeah, I don't care.
I mean, look, that philosophy is just in general in life, right?
You know, many things that...
First of all...
Your opinion is meaningless to 99% of the world anyways.
Thank you.
Thank you very much.
It's your opinion.
And so, you know, people that tend to agree with you gravitate to you.
People that tend to not agree with you, you know, basically don't.
So I don't worry too much about that.
And the more I get, the less my opinion I share.
What I do share, though, is probabilities.
And so...
I, you know, is Trump good or Trump bad?
All I know is that the policies he's putting forward, high probability of success, in fact, the only probably high probability of success that we have, whether you like the guy or hate the guy, the medicine he's performing, you know, pushing forward with is the only medicine you could take.
I think the world was proffering.
So anyway, you know, and...
But that's kind of where we are with that.
You know, I mean, obviously, you know, unless they're ready to come up with a new monetary system and wipe the world of debt away, which, you know, there's some possibility out there, you know, you still want to hold hard assets because they're going to have a harder time confiscating those than they will if you have money in your bank account.
Tell us something also, another observation that only you, Bob Kudlow, would understand that maybe you think is not...
Being grasped in the investment world because I don't want to say this enough.
And this is my opinion, maybe not yours.
But if you really are serious about what you're doing, watching CNBC or watching, quote, financial shows is probably the worst thing you could possibly do.
It's not a good idea because their agenda, their intent is completely different.
But what are some of the things that are going on right now that you think are interesting that most people don't know?
For example, and work it into how it affects your trading strategy.
Well, I think the one thing that people are underestimating is the notion that Trump can reprice gold and take that repricing delta and put that into the treasury for paying government bills or paying off debt or creating a sovereign wealth fund.
I think that's totally been underestimated.
And I think people are thinking that the bond market is hopelessly broken now.
You're starting to see bond market failures everywhere.
But the Federal Reserve can come in at any point and buy up every bond that's in existence.
People don't kind of grasp that.
That's UE, which will then drive down the cost of borrowing.
So it's just sitting out there waiting.
But people, they get this notion.
The reason why they're getting that is because the big money, once they get in on those instruments as cheaply as they can, so they're trying to hustle everybody out of them so they can get the best price.
So those are two things I think people don't quite understand.
And I think which would have a very high impact in terms of your portfolio of your position correctly.
Now, a couple of things we always, you've always been spot on, Bob, about predicting things that are going to happen, things, benchmarks that are going to be happening in the future, things that are happening, like six months, you know, egg futures will collapse in August, or whatever.
By the way, eggs, have you noticed how, this has nothing to do with you, but one day was eggs, eggs, eggs, eggs, eggs, and then we just forgot about it.
And then tariffs.
Tariffs are wrong.
Tariffs are crazy.
And then we don't talk about it anymore.
It just kind of goes away.
So if you're trying to coordinate investment strategies with what you're reading in the news, you're an idiot because the issues that project and fortify and propel information factors in the media have nothing to do with hard currency, real-world investment.
Does that make any sense?
That is here, too.
Yeah, I'm sorry.
How you threw your voice like that.
It's a talent.
Many people have.
You're a ventriloquist on the side, and sometimes he will do that.
So please do not be alarmed.
I do not adjust your set.
I won't even do this 12 years.
We'll still just walk right in front of the camera.
Well, that's like, have you seen those YouTube pieces where the guy's talking and the wife came in with the kids and they're screaming?
It's part of the, it's part of the team.
Anyway.
My dog's barking too.
So I think the more, the more shrill news you hear on, the more shrill the topic of the news is, the more likely it is that, that, that, that storm has passed.
And you got to remember these TV shows are really entertainment shows with, with commercials.
And CNBC is a commercial.
Whatever those guys are on selling you is that they're selling it to you.
So if they're telling you something is great, what they're really saying is that I need to push this to you and you're going to be the sucker.
And the same thing, if they tell you to sell something, it's because they want to buy it.
Right.
That's the thing you have to really be aware of when you are watching those shows is that the person on the other end of that mic is just like I'm selling To you right now, I want you to use Trade Genius, right?
But at least I am transparent about it.
Of course.
And by the way, it's called tradewithlionel.com, which is the best way.
I'm just going to say.
Yeah, yeah.
Do the landing page.
You understand that point.
I understand that.
But they're not transparent about it.
They're coming across as professorial.
And the same with all the editorials you get on Look, they're pushing narratives, constantly pushing narratives to you.
Right.
So they're trying to mope you, right?
What is that?
Perception economics, right?
They're trying to manage your thinking.
And that's why all the shows are echo chambers.
They're like, well, everybody's talking about it.
It must be true.
But I think, you know, people are getting smarter and smarter about it now.
And so I think it has less of an effect.
There's a really interesting thing, you know, that I have observed that actually I learned it first from watching the trends.
In California, there's a lot of wineries out here.
A lot of them are going to go under in the next couple years.
Why?
Wait, wait, wait.
Why?
Interesting.
Why?
Oh, because younger people aren't drinking wine.
Ah!
So they switch to these malt beverages, right?
You know, I don't even know that I don't drink them.
But yeah, so I have a 24-year-old daughter.
She hardly drinks wine, but she'll drink whatever those, you get them in a can, right?
So, you know, you buy a bottle of wine, it's $20.
You get a six-pack of these things.
They're like eight, right, or six.
And so they'd rather have that than drink wine.
And so you have a situation where the younger people are already starting to have an impact on economics.
The other area, too, is that their hedge of choice isn't gold.
Their hedge of choice is crypto.
And the other thing young people do, the young people do not consume television.
They consume social media.
Yes.
And TikTok and Instagram are their...
Are there a fuel?
And so, you know, you have to get your point across in seconds to those people.
Because they're just, you know, they're all thumbs, right?
Right.
Active.
And so I think that that is underestimated in terms of impact.
I think it's going to have more of impact four or five years down the line when the baby boomers are drawing out the most money out of the system.
When the young people are saying, hey, I'm the one suffering from this stuff.
How would you vote?
And by the way, don't adjust here.
This is that Star Wars sound effect, which always gives me the illusion.
All my alerts going off.
Sorry.
You hear that?
This man lives in a constant world of alerts, minds field, wives interrupting.
How he does this and not lose track, I have no idea.
I got multiple PCs and monitors up, too.
So, go ahead.
How would you rate the president's team, Bessens and others, and Navarro and Lutnick?
How are they doing, in your estimation?
I think this is probably the most qualified economics team we've probably had in a generation.
Really?
Really smart guys.
Yeah, I mean, look, Lutnick runs Cantor Fitzgerald.
You have Basant, who's running around.
With Soros when they were killing the game.
So they just got some really sharp people in place.
You look at Bobby Kennedy, he lives for this stuff.
Tulsi Gabbard, she's a wise woman.
And the ironic thing about all those, every one of those people are Democrats, by the way.
None of them are born and raised Republicans.
So I think the whole country shifted, too.
Does that matter anymore, do you think?
I mean, this is my stupid question.
Seriously, when it comes to what you're doing, because I always look at this as being a brutal black and white kind of a hard nose.
This is investment.
This is economics.
You have blinders on.
Does it really matter, Bob, what your social ideology is versus this?
I think the label matters less than what you believe in.
Pro-free speech, pro-Second Amendment, pro-United States, pro-citizenship.
That sounds like my father's Democratic generation.
The Republican Party and the Democratic Party have both gone off the rails.
They basically say that...
The Republicans used to be, you know, the Rockefeller guys, right?
And the Democrats were the Union guys.
Now the Democrats are, I don't even know how to even describe them, I guess, really nihilist communists, right?
And the Republican Party became the, you know, the war party, not the war party, you know, I forget that name they give those guys.
Neocons.
Neocons.
And people don't realize Neocons is not really Republican.
Those were Democrats that took the Republican Party.
And then they became spendthrifts, you know.
And so now we have this situation where Trump, you know, he's in the Republican Party because he couldn't get anywhere with the Democratic Party.
But he basically is...
You're the MAGA Party or you're the...
Neocon party, or you're progressive now.
By the way, let me stop right now.
What you just said is so brilliant.
This is the idea.
People love to change the, not the etymology, but the names for things.
We do it in diets all the time, right?
Are you a vegetarian?
I'm keto.
I'm paleo.
People love to take basically something very simple.
But you were so correct.
What people forget to understand is that last time...
When 81 million people voted for President Trump, they voted not for the Republicans, they voted for MAGA, if you will, for a shorthand.
It was for him.
Whether he can translate that later, whether the Republican Party picks up, I don't know.
But this is a new world right now.
That wine thing you said right now absolutely just floors me because of how...
Because when you look at young people, this is tomorrow.
They're also not driving as much.
The idea of buying homes and the American dream.
It's a different world with different foci and different objectives.
See, this is, to me, so interesting because you're always redirecting names and labels and the like.
I find it the most interesting.
Well, yeah.
I mean, look, kids are into more experiences than things, too.
You know, like, my daughter went...
To Vegas, they went to four days of what's called camping concerts.
That's more important to her than buying a new couch.
That experience, they can talk about forever.
You don't talk about the couch.
She works for experiences.
She's fortunate in the fact that she's building assets.
She has her father helping her, but the other kids around her don't, and they don't seem to care.
I think they've reached a point in their life that knowing now that it's going to be impossible for them to own an asset.
And so unless we get a significant deflationary class, which is going to come, you know, because who's going to buy my house?
Who's going to buy your house, right?
I mean, those people aren't laying around just waiting for us to go because they can't afford it.
So these houses are going to take massive haircuts.
And the other thing, too, the capital stock is these homes are up in rural New York or rural North Dakota or rural North Carolina.
I just drove through North Carolina last week, and unless you're in a big city, these homes are being abandoned.
So you're already starting to see...
Isn't that something?
Yeah.
But I also see the fact that we'll decentralize again with AI.
Oh!
I know this work from home, work in the office thing has become kind of a bit of a meme here, but you're going to be able to actually move your factory to a small town and operate.
You know, quite effectively with some of the tools that are coming out.
Absolutely.
Absolutely.
I am telling you right now, there is this, there is not going to be any level of our societal input.
Even people in the betting world, betting apps and betting and gambling, in any event, I don't want to get, I find that the most fascinating and always talking to you.
Now, Bob Kudler, bottom line is simply this.
We have just awakened the sleeping giant and given it a terrible resolve, as Admiral Yamamoto would say, involving potential investors in the world.
They're listening right now, and they want to say, I love this guy, and this tradewithlinel.com sounds terrific.
Tell us very simply, one, two, and three, what do people do, how easy is it to get on board, and to take advantage of the special deals when using tradewithlinel or calling the particular number on your screen.
Yeah, it's a trade with Lionel.com or call the number you see right there, 1-800-949-1408.
And then you can, if you call us, let us know you came from Lionel so we can get you the proper program with the proper pricing.
And once you sign up, the very next day, you get access to our Discord room, we get access to our indicators, and you can take the trades I put out in the room every day.
As simple as that.
And then there's education videos associated with those indicators that you can then quickly get up to speed.
And I tell people, if you're an experienced trader, a couple days to a couple weeks to, you know, understand exactly what we're doing.
If you're an inexperienced trader, you know, you sit in a room and you listen to everybody in a couple months, you're up to speed.
But from day one, you're catching trades and you don't have to know everything to make money.
And also, you said that would be very interesting.
One of the best investments that I think a parent can give a kid now, rather than, remember the old days, a savings bond.
Buy your kid a savings.
It's nice.
Then it matured, and that was it.
But you're talking about building hard assets now, and maybe giving a teenager, a college student, maybe somebody...
A view of what's going on because this is not being taught in school.
Nobody even knows what you're talking about because you're able to merge everything from real estate to this, all into one huge package.
And that's why trade with Lionel is so critical.
So tradewithlionel.com, tradewithlionel.com or call 800-949-1408.
And the response whenever we talk, people love to hear what you say because it's not this, you know, Jim Cramer screaming and yelling.
It's always, Fact, plus a little bit of opinion, plus a little bit of political insight, which all meld together.
I find it absolutely fascinating.
We ought to do a show together on a regular basis.
Take it on the road.
Yeah, we should.
You know, it's interesting.
I love talking about this stuff, but you said that.
I did some training for customers in January, and one of my customers and also one of my friends actually owns the building, and he said, he goes, hey, if you want to...
Do conduct training.
Again, I like to invite all our kids to it.
And when he says kids, you know, you're ranging from 15 to 25, right?
He said, and to teach them all things finance.
My daughter said to me, half the crap I learned in high school, I wish they would have taught me how to open a bank account, pay my taxes, how to operate QuickBooks, you know, Quicken and stuff like that.
And I said, it's a great idea.
So we may put some people together.
You know, I could talk the basis of trading to people.
And, you know, we easily could call in.
You know, we have banker friends.
We have insurance friends.
You know, we have accounting friends.
And they'd be happy to, you know, to spend an hour showing the kids.
Obviously, their upside is to, you know, pitch their product, right?
But we could probably put that together and the kids would eat it up.
Eat it up.
Absolutely.
A day learning all this stuff.
And, you know, we make it interactive.
I make it fun.
And everybody said, absolutely.
And we had a couple kids came with their parents to my last two training classes.
I just did one in Nashville, too.
And the kids were wrapped.
They were just like, they didn't know this world existed.
And we have kids now that are trying to work overtime so they can buy more of these high-yield dividend products that are connected to Bitcoin out there because they see that as a path.
So, yeah, yeah, we should...
Well, it's brilliant.
It's brilliant because I'm telling you something.
This is the ultimate in entertainment.
Entertainment that benefits you after something is interesting versus not just some recondite subject that has nothing to do with the real world.
This is as important as possible.
Well, Bob Kudlow...
As always, my friend, thank you so much.
TradeWithLionel.com.
TradeWithLionel.com.
Go there.
Don't even hesitate or call 800-949-1408.
Make sure you tell them Lionel sent you.
I heard it on the Lionel Show with Bob and Lionel because you have special deals, special available products and benefits that only Lionel people get.
This is not just a song and dance.
It's the truth.
Bob Kudla, as usual, my friend, thank you so much.
We'll do it again.
Looking forward to our next venture, as we say.
Thank you.
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