Why the Economy Hasn t Crashed Yet

#finance
#financement

The content in this video is for informational and educational purposes only. It does not constitute and should not be construed as financial or investment advice or an offer to purchase or sell securities. The content is not personalized or tailored to a specific person or group of persons, nor to their personal investment or financial needs. You should consult a financial adviser or other investment professional authorized to provide investment advice. Investing comes with risks, including the risk of loss. Presentations of trades made by Felix Prehn or Goat Academy Ltd or its personnel are not a guarantee that any investment decision made by a student will be successful. Past performance is not a guarantee of future performance.

Timestamps:
00:00 Intro
01:31 The 3 Forces Keeping the Economy from Crashing
02:33 Felix Prehn: Why Institutional Data Beats CNBC "Noise"
03:09 Pillar 1: The AI Infrastructure Tsunami ($600B+ Shift)
05:01 The 90s Telecom Parallel: Generational Opportunity or Overspending?
06:22 40% of GDP: How Tech is Propping Up the S&P 500
07:24 The Trade: Long Semiconductors / Short Software (35% YTD)
08:23 Saturday Training: Mastering Wall Street’s Rulebook
09:01 Pillar 2: The Wealth Effect – The Top 10% Spending Power
10:38 Capitalism’s "Unfair" Reality: Assets vs. Inflated Incomes
11:43 Pillar 3: The "Back-Off" Button – Political Market Support"
13:07 Psychological Floors: The 2025 Tariff Pause Lesson
14:16 The JP Morgan List: Buying the AI "Obsolescence" Dip
16:31 The $7-Figure Bonus: Why Bank Logic is Often Contrarian
17:47 The "Mispriced" Basket: Cybersecurity & Financial Infrastructure
19:19 Why Microsoft is " Insulated": The Hyperscaler Advantage
20:34 The Contrarian Bet: Freight Brokerage & C.H. Robinson (CHRW)
21:57 How to Find the List in the Free Community
23:01 Outro