#2437 - Rand Paul

Bullish:

• $HEMP - Hemp industry is a $25 billion market facing regulatory headwinds that could be reversed, with strong consumer demand and bipartisan support for reform.

  • “This is a $25,000,000,000 industry. This is not a small industry. And there's a lot of jobs. There's a lot of people using it.”

    Rand·1:04:16

  • “It's your grandmother Your mother. It's people who have difficulty sleeping.”

    Rand·1:04:27

  • “I have several bills that we're working on, going to introduce in the near future to either try to extend the deadline and or change it.”

    Rand·1:04:36
• $HVAC - HVAC industry offers exceptional career opportunities with guaranteed employment and potential for wealth creation through business ownership.

  • “if you do HVAC, you'll have one hell of a career. You go to a technical school in Louisville, all of the people in the class I went to one recently. There's a 100 people in the class for HVAC, fixing air conditioners. Every one of their tuition was paid for, and they had a job if they completed the course.”

    Rand·1:50:03

  • “HVAC if you're an HVAC worker, I'm guessing, I'll bet you could make 80 to $100,000 a year fixing air conditioners. But if you start your own HVAC company, you'll be the richest man or woman in town.”

    Rand·1:50:19

  • “They they're they're in my town, the people in the HVAC companies are some of the richest people in our town.”

    Rand·1:50:31
• $TRADES - Skilled trades will remain valuable and resistant to AI/automation disruption, with strong demand and high earning potential.

  • “trades, being a carpenter Right. Being a plumber, those are go always gonna be valuable.”

    Joe·1:50:58

  • “You're gonna have to carry things and install things.”

    Joe·1:51:14

  • “You have to get in and open up walls. I think it's still gonna exist”

    Rand·1:51:16

Bearish:

• $PHARMA - Pharmaceutical companies face increasing scrutiny over conflicts of interest, vaccine safety concerns, and potential regulatory reforms under new administration.

  • “I think if they were here, they would argue that it's it's it's science and it isn't for profit, but they argue vigorously against revealing if they're receiving money from big pharma.”

    Rand·25:12

  • “Bobby Kennedy has put you know, and the left wing people hate all the people he's put on there. I think he's doing a good job of getting the people out who were so pro vaccine that it was a religion for them”

    Rand·36:40

  • “I think it's actually malpractice to give children the COVID vaccine.”

    Rand·26:30
• $FOODSTAMPS - Food stamp and welfare programs face major audit and reform initiatives that could reduce spending and eliminate fraud.

  • “if I put forward a bill that says we're gonna audit all the welfare, not just the refugee program, we're gonna audit all the cash transfer programs for every state.”

    Rand·2:16:46

  • “I think it's going to be out and out fraud. It's not gonna be like just some mistakes on forums or something. It's going to be these learning centers that have nobody coming to them. They just don't even exist.”

    Rand·2:15:06

  • “California and New York, you know, are going to be enormous problems with the same kind of fraud.”

    Rand·2:08:15
• $SUGARBEV - Sugar beverage companies face regulatory pressure from both food stamp reform and RFK Jr's health initiatives targeting sugar consumption.

  • “why don't we just get rid of Coca Cola and Pepsi? No sugar, no sugar drinks on food stamps. That's 10% of food stamps.”

    Rand·1:34:45

  • “Bobby Kennedy is changing, and they hate him. Just hate him.”

    Rand·1:42:55

  • “if he only does one thing and one thing he's remembered for is treating sugar as a not a sin, as a as a bad food. Right. Sugar added to convince us that adding sugar to cereals and all these things that we add sugar to, that it's bad for your health, that will transform”

    Rand·1:43:07