The creator bought Weatherford stock in October 2025, profited from its rise before a war broke out, and then moved on.
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Iran Just Lit the Fuse on the Global Reset (Here's What Smart Money Is Doing)
Jul 20, 2026
The creator discusses how retail investors often react to geopolitical crises by panicking and selling or chasing rising assets, while institutional investors behave differently. The video aims to provide a framework for understanding market movements during conflicts and how to position oneself calmly, contrasting retail behavior with that of "smart money."
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Nvidia is used as an example of a stock with strong profit per share growth, showing an accelerating record quarter.
PepsiCo is mentioned as a classic example of a company with pricing power, though the creator notes this power has a ceiling.
Bank of America's research on oil shocks is mentioned as a data point for the energy tilt.
The creator mentions eBay as a stock they own amidst market volatility.
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