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June 21, 2025 - Lionel Nation
28:27
The TRUTH About Trump’s Plan for Global Prosperity (Media Won’t Show This)
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All right, dear friends, joining us again is Bob Kudlow from Trade Genius, also TradeWithLionel.com, TradeWithLionel.com, 1-800-949-1408.
And in addition to his expertise and his genius regarding the world of investment and the like, right now, Bob, we need you more than ever to make sense of what's going on.
What can you tell us?
What should we know, sir?
Well, we start with non.
No, I'm just kidding.
You know, it's really interesting what's happening.
So let's set aside the geopolitics for a second, okay?
It looks like the big, beautiful bill is really going to be down now towards the committees to synchronize between the House and Senate.
So I think he's going to get that done.
I think what's going to happen is he's going to give up on some of the spending cuts to – And then he'll probably use pressure of the next election primary season to cut a better bill for the next 2026 to 2027 budget.
But it's all good because what he's doing, he's locking down his base with this one, right?
You know, the true believers like us are annoyed that there's not more spending cuts, but the base that really is going to support him, you know, to keep the Democrats at bay are going to be happy.
You know, no tax on tips, no tax on overtime, no tax on retirement spending, you know, and so on and so forth.
So that's going to be good here.
What about Social Security?
Any word on that?
Yeah, yeah, yeah.
That's what I meant when I said retirement and Social Security.
Right.
Yeah.
Which would, you know, eventually help you and I, you know, once we take it.
And because right now it's kind of messing us up.
And, you know, and it's interesting, if they got rid of that, you know, more people would probably, because, you know, you're short workers, you know, the over-65 crowd, a lot of people wouldn't mind working part-time, but you can work yourself part-time and not get your Social Security, because it's not only just tax, there's limitations on working, you know, so that you would, you know, you get denied coverage.
The other thing that was really interesting to me is that the knock-on effect on the immigration, and I think they need to keep pressing it, is the real wages have gone up.
I don't know if you saw that.
first time since Nixon has blue-collared workers seen their wages increase faster than the inflation rate.
That is huge.
And primarily because, you know, you're cutting the cheap labor, the undocumented labor is coming out of the system.
Yeah.
You know, a big thing that I hear, everybody says, oh, nobody's going to want to work in a factory.
You pay people enough, they'll work in a factory.
Okay.
And it's not your father's factory anymore either.
Right.
You know, work isn't nearly as boring and burdensome.
Right.
And dangerous.
As dangerous as it once was.
And, you know, when I laugh, I said, I'd rather work in a factory than a Starbucks any day of the week.
How degrading is that?
You get a college degree and what do you do?
You sit there and you're making coffee for people.
All day long.
You know, I don't, I think that what they call, I call it the Modela life as, you know, the Democrats paint the world as this urban oasis, right?
You know, you're living the, I call it the Modelo life, right?
You know, you get up, you have your coffee, you know, you work at a bar, you know, at a restaurant.
It's fun.
You know, you're hanging out with your friends.
You're wearing clothes that are expensive.
The world is nothing like that.
If you live in a city, you can't afford those clothes.
You're working like a dog and you're drinking at home.
I think people are now sweet to that.
This sucks.
It's kind of fun doing that when you're 23. Try doing it with 30. You're in dead-end jobs because your degree was a mess versus It was interesting.
I'm jumping all over the place, but it ties.
There was a neighbor of mine who became an engineer on a boat.
He was a maritime engineer.
He has an engineering degree.
So when you first start, you know, he goes, you get your hands greasy, you know, and so you're down there in the – You know, the balls of the ship, right?
And, you know, it's considered blue-collar work.
But after five or seven years, guess what you get to be?
You go to a supervisor, then you get to become the chief engineer.
And I think a lot of people don't quite get that.
Even if you work in a factory, you know, you're not always, you know, if you have ambitions beyond just, like, thankful for a job.
You know, you can work your way up and out of the grind and into something more tangible.
Because a lot of times those companies want to hire within because you know the industry, you know?
And I think you'll start seeing, you know, more and more of that.
And the other thing I think you're going to see is we're going to see the great migration inward.
So, you know, you're old enough to remember there was an implosion.
The oil and gas industry in Colorado went bust.
I don't know if this was the early 90s.
Well, basically, everybody picked up and moved to Houston.
And I think what you're going to see happening here is that people are going to leave California because it's impossible to make a living here.
And you're going to start seeing that migration in because the jobs are, if you want to be in high tech, you're going to be moving to Phoenix, right?
you know, that's where all the fabs are going, Mexico or Texas.
And you're gonna see a lot of the dust you are coming back I'm sorry.
That's okay.
You're going to see a lot of industrial jobs coming back into that Midwest old Rust Belt.
And so people are going to find out it was, well, this doesn't really suck.
You know, I laugh.
You know, you live in New York.
I live in California.
But I live three miles from the ocean.
If I lived 10 miles from the ocean, I wouldn't live in California.
It's too hot.
It's too dry.
It's too dirty.
It's too great.
And so you have a situation where people are living in what I call the Inland Empire.
It takes you an hour to get to work.
It's hot.
And you might as well live somewhere else where it's cheaper.
And I think a lot of people are making that decision.
Somebody came to my door, so I'm sorry about that.
That's okay.
Now, I've got to ask you something.
I'm not trying to...
And I know from a geopolitical point, that's one thing.
From an investment point, I don't want to sound crass.
I'm not like I'm being crass, but is there an upside to nuclear conflagration?
Can we short weapons stocks?
I mean, how do you, as expert as you are, respond to Something this potentially cataclysmic as it appears to be.
Well, I don't think it's cataclysmic at all.
You know, they're going to remove the MOAs out of Iran.
Can we do this?
I mean, again, we don't have to do it.
The Iranian people do it.
I live in little Tehran, okay?
You know, there's a million Persians that live in Southern California, okay?
So I'm tapped.
I'm into this thing pretty good.
I have five or six neighbors around me that are people from this diaspora out of Iran.
So they're just waiting.
They're cheering the Jews on right now.
They're like, "Finish the job." And so I think they're going to do that.
And what's going to happen out of that, that's where the real peace dividend is going to come into play.
You're going to see the price of oil plummet.
Because look, there's a war premium on oil for decades now because the uncertainty around the moas, right?
The other thing that's going to happen is that once this is done, there's no military power in the Middle East, okay, that opposes what I would say.
And I think people, if you want to see shock and awe campaign, this is the third or fourth time these people have seen the power of American technology and Israeli ingenuity and grit.
Who's going to fight in that area?
So you're going to see probably a wind down of defense capability and Interest by the United States, and they're going to shift all those resources into the Pacific.
Okay?
So now China is going to be constantly be facing four or five, you know, carrier battle groups, right, versus two or three that you currently have.
And then, you know, we're not investing in.
So now you have Saudi Arabia and Israel and the United States.
You know, between the three of us, you know, you have, I don't know, 2,500 high-tech aircraft in the area.
So, you know, that area is good to go.
Russia is too distracted to do any kind of help at all.
They couldn't even save Syria, so they're not going to be able to save Iran, right?
And the Iranian people are going to rise up.
Remember, it was a secular country before the Shah fell.
and it'll go back to being a secular country.
And this time, those people aren't going to allow a small group of people to hijack the country.
I think you'll see the Second Amendment will probably be in full force in that country for decades to come.
People are going to be well-armed and they're not going to allow those people to come back May I tell you that I hope to God you are 10% correct.
Just 10% correct.
It would be because I, and I, we have different, remember yours, you have a vast Wealth of perspective, not just from investment and financial point of view, but as a world observer.
I don't see any of that happening, but I want to be wrong.
I so want to be wrong.
I do not like what I'm seeing.
I do not like, I don't understand President Trump.
One minute he says this, and he says this.
I don't understand.
I do not like the idea of anybody coming to our country.
Telling our president, this is what you're going to do, and you're going to do this.
And by the way, I can say things about a country, and I'm not anti-Semitic in the least.
I don't care if it's, I don't care who it is.
There's a lot here that I don't, this is not the President Trump I thought, but I hope I am the wrongest I've ever been.
This is Israel This is America's self-interest.
You've got to remember, Trump wants cheaper oil.
He's going to get cheaper oil.
Trump wants to focus on China.
He gets to focus on China.
This is what's called aligned interests right now.
And so he can wind down his attention in that area.
And look, it's personal for me.
My unit rotated back from Lebanon two weeks before the barracks blew up.
I was in the Marine Corps.
So it's personal for me.
So I don't care if they have a hand up Trump's back moving them around.
I want the mullets gone, okay?
And I think people need to understand you can't allow a death cult country to have access to nuclear weapons.
The blackmail would just be...
My biggest worry, always have been, is that Iran could drop a dirty bomb into New York City.
The United States is gone.
So I don't want that threat.
I don't care who helps us or who's guiding us or whatever.
The interests are aligned at this point.
And so I think people really need to understand that.
And isolationist thinking, you know, I'm not really going to get into that.
I'm Machiavellian.
My interests are aligned on this one.
And so I think the Mullahs are going to be gone.
The Iranians are secular.
At the very worst, you'll have civil war there, right?
But I don't think so.
You're talking about 3 or 4% of the population controlled that population.
You know, those people are losing their ability to wage war, and they're going to be hunted down like dogs in the street once that happens.
You should be on Fox News.
You missed your calling.
This is one thing.
I mean, you put it this way.
You make Hannity sound like Ramsey Clark.
You've got a real take here.
And like I said, I want you to understand something.
I want to win.
Look, we're on a plane together.
And there's this pilot.
And I may not like him.
And I may not have picked him.
And I may not like JetBlue over Southwest.
But damn it, he's my pilot.
And I want to land safely.
And I want nothing but the best.
So that's it.
As the great Cam Fong, as Chin Ho said on Hawaii Five-0, we're all in this together, brother.
This has nothing to do with left versus right and that sort of thing.
So I want you to be one.
100% correct.
Absolutely.
We're on the same page.
Yeah, and I think I will be.
They can't afford to not finish the job this time.
But you have to think about it.
You know, we have the Fifth Fleet headquartered in Bahrain.
You know, we can wind that thing down by half and move more resources into Guam, you know, into Singapore.
You know, even Vietnam has offered us port.
Naval port access.
You know, we could put the part of the Fifth Fleet there.
I mean, talk about old enemies becoming friends.
You know, the United States is very unique in that regard.
We can turn old enemies into friends, right?
Germany, Japan.
Right.
Vietnam.
We have that ability.
And so, you know, the real – So China's really hurting.
This morning, iron ore prices are collapsing.
And the only reason why iron ore prices are collapsing, everybody said inflation, inflation, inflation, is that, look, the Chinese absorb a lot of the production around the world, copper, iron ore, and such, and lifts the prices up.
And they keep some of that stuff off the market for collateral internally, you know, for loans.
That's a harbinger of their economic activity.
And so, you know, by putting these tariffs on, people think tariffs are inflationary.
Tariffs are very deflationary because you and I only have so much money and have access to so much credit, okay?
If somebody gets to be too expensive, what do you do?
You don't buy it, okay?
Supply and demand will take back over.
China now, they can't dump their iron ore onto the world anymore.
So they simply won't be buying the iron ore from Australia.
Prices are going to fall.
Well, that reverberates throughout.
So Trump may have tariffs on all the people making steel, but the iron ore prices have fallen.
So it might be mox nix.
And then we still pick up a bunch of tariff revenue.
So, you know, with Trump, you have to understand with Trump, Trump says things.
You can't take Trump literally.
Trump says things to get a rise on people.
He does psychological warfare all the time on people.
You know, the mullahs are pissed because they thought they were having a negotiating deal with Trump.
They let their guard down and they got smacked, right, on a preemptive, right?
And, you know, so Trump's one day saying, well, I'm going to do this.
You know, the next day, I'm not going to do that.
The next day, good luck to them.
and the next day, hey, they're coming to the White House.
You know, you can't put, you know, a knife in this guy because he's He's all over the place.
And that's the negotiating tactic.
He's using Eastern negotiating tactics back on these same people.
He walks in one day, he goes, hey, we're really close.
The next day, he goes, you know what?
I don't want to do this deal anymore.
And what it does, it's like, you know those things, those zip ties?
Every time you zip ties, you're closer and closer and closer.
That's Trump.
People just get all wrapped up in this rhetoric.
You know, I'm watching what he's trying to accomplish.
And it's working.
You know, the other thing that was really interesting to me is yesterday, for the first time in 60 years, and if I already said this, dementia's kicking in.
2% real interest.
I was talking to somebody else earlier about this.
2% real wage growth for blue-collar workers.
And the reason why?
Immigration.
Because it's sucking so many people out of the system right now, okay, that people have to pay a higher wage now to keep and attract American, or I would say legal, immigration.
And then rents are falling for the same reason.
So I have a neighbor of mine that does a lot of work up in L.A., fix and flips, owns rental properties, blah, blah, blah.
He's also a Hispanic guy, legal.
U.S. citizen, you know, and he was telling me that that's putting pressure on the rents because you had, you know, tens of thousands of people leaving.
Well, they just abandoned the apartments, right?
Because they don't live there anymore.
They don't even live in the United States anymore.
They're gone.
And so the rents have to...
So we're getting what he wants to get out of this thing.
You're going to get deflation from tariffs.
You're going to get deflation from immigrants leaving.
You're going to get real wage growth for people to pay more to attract the labor.
It's just that this thing's just a grind and it just needs to go.
And what he needs to do is just keep pounding.
On that message.
And I'll give you a real-life scenario.
Last night I went out to dinner with my wife and a person on the waitstaff that we've known for years, okay, a Hispanic guy.
He's like the head waiter, you know, well-spoken in English, never thought he was first generation in America, okay?
And he said, he goes, he came to me, he really, he was forlorn.
And I said, what's up?
He goes, well, my family made a decision today, my wife and I. That we're going to leave and we're going to go back to Mexico.
I'm like, are you retiring?
He goes, no, I'm not retiring.
And basically, he probably got caught up in the dragnet.
Ice wouldn't come to this place because it's too small.
You know what I mean?
And anyway, if they talked to him, he had hardly any accent.
So they wouldn't even think about it.
But he's from Belize, Mexican citizen, and he sent him back.
And it was left unsaid, but, you know, we picked up on the fact is that.
Do we benefit?
Yeah, you have to hire somebody else, and you probably have to pay that person more.
Hire an American?
You have to hire an American, or somebody who were to work visa.
I don't think people realize there's tens of thousands of people that go back and forth from Mexico to San Diego every single day.
They have a day work visa pass.
They live in Chihuahua.
They come over and work in San Diego or Chula Vista or Bonita or wherever, and they go home that night, back to Mexico.
So it's not like these things aren't available to people.
I had an investment in a Mexican grocery store down in Chula Vista.
His father had one.
His father didn't always use it.
But when he needed extra help, his father would come across the border, you know, would work and go home.
Can I also say something just gratuitous?
You are the only person I've ever spoken to in my entire life.
An American who pronounced Tijuana correctly.
Not Tijuana.
Thank you.
You have no idea how that drives me crazy.
I'm priggish.
I'm punctilious.
It's a problem.
But it drives me.
Herb Albert in the Tijuana brass drives me crazy.
But I digress.
Bob, I can't believe this.
I was feeling depressed before I spoke with you.
I'm serious.
I'm thinking of myself, we are on the verge of a conflagration, the likes of which we've never seen.
And now either one thing, either I'm wrong or you're delusional.
I'd rather go for me being wrong.
Now, if somebody right now says, okay, all right, Kudla, let's get something straight here.
I want to make some money on this.
Are there investment opportunities?
What should I do?
What can trade with Lionel.com do for me?
What looks good now?
What should I know about?
Well, you know, it's interesting.
There's always something that looks good.
Put it this way.
There's always a bull market somewhere in the market, right?
So, but from a macro standpoint, and look, the way we trade is, you know, here's my pitch time is that we have very effective algorithms that, that, And I'm not talking about momentum stocks.
I'm talking about stocks that have been, they cycle.
The stock market cycles.
Stocks go up and down in price.
our algorithm looks for those buy orders.
And we win two out of every three trades, which is, And we have what's called a positive profit factor.
So that means that you make more money in the trades you trade versus lose money on the trades you lose.
So we teach you how to use that system.
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But unlike a lot of other people, we also put trades out every day, too, so that you can just, you know, copy and paste if you want.
You know, so, you know, we educate you.
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You know, we also throw you some fish, too, every day.
And then we record those trades so that we have a track record that you can see whether or not I'm full of crap or not.
And so we've been doing this for a long time.
The system works.
It's very consistent, you know, and nothing changes in this world.
The styles may change, but momentum and human nature and psychology remains the same.
It's just different sectors go up and down over time.
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So that's that.
And like I said, tomorrow, if you sign up today, tomorrow just trade's coming out.
Well, you have...
Which you have to take into account to do what you're doing.
You can't just live in a vacuum and there is nobody like you.
And people who have signed up with you thank me for having directed me or them towards you.
And that's why if people go to TradeWithLionel.com or call 800-949-4208 make sure you tell whoever answers that Lionel sent you to get all of the deals.
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So tradewithlionel.com or call 800-949-1408.
And final words, Bob Kudla.
Final words.
Final words are, They're just pushing you around for a narrative.
You know, look at the end goal.
If Trump wins, we win.
So lower oil prices, a redirection on our true economic competitor, China, and you're going to see deflationary pricing, even though there's tariffs.
Now, we'll probably go into a bit of a recession next year.
You just can't go forever.
We're not having some sort of economic contraction.
It's going to happen, and it needs to happen to drive the interest rates down.
So I think they may even try to force the issue.
So just don't be one of the casualties of it, and then it won't feel like a recession to you.
And then coming out the other end of this thing, I think there's a chance for a renaissance in this country if we can maintain these policies.
I'm optimistic by nature because if there's a wall, there's always a way around up or over or through.
And I think too many people at the wall stopped them.
But with that...
You know, that says it all.
Because remember...
You always deal with it.
That's the beauty of what you do.
And that's why you've been so successful.
And that's why anybody who's even remotely interested in becoming a part of this incredible juggernaut, join TradeWithLionel.com, TradeWithLionel.com, or call 800-949-4208.
But make sure you saw Lionel with Bob Kudla.
And that will get you.
That's the ignition switch to untold wealth and power.
And Bob Kudla, as we say, God bless you on behalf of a grateful nation.
You made me feel better because believe me, my friend, I needed it.
I needed you this morning.
Well, the beautiful thing about it, next time we talk, one of us will be very right.
I like that.
Very good.
Bob Kudla, thank you so much, my friend.
Thank you.
Have a good one.
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