Felix Nikolas Prehn's Podcast

Felix Nikolas Prehn
  • 4.8 (15)
  • Investing
  • Daily

Felix Nikolas Prehn is an economist and former investment banker. Felix — alongside his golden retriever Winston — interprets the economy and markets.

  1. 20h ago

    Bretton Woods Reset: What A Weaker Dollar Means For You

    The Bretton Woods monetary order is being actively restructured by the people who run it, according to Treasury Secretary Scott Bessent, who has called for a fundamental reset of the global financial system. Felix Nikolas Prehn traces the arc from the 1944 agreement through the Nixon shock of 1971 to the present day, where the dollar's share of global reserves has fallen from 71 per cent to under 58 per cent and central banks are buying gold at record pace. He outlines three policy moves: a managed dollar devaluation of 20 to 40 per cent under the so called Mar a Lago Accord, bank deregulation to unwind post 2008 rules, and tariff driven reshoring guided by a 3-3-3 framework of 3 per cent GDP growth, 3 per cent deficit and 3 million extra barrels of energy per day. He concludes that holding only cash or only US equities carries concentrated risk, and that diversification into hard assets and geographic exposure is prudent preparation. In this episode: 00:00 Bessent announces a Bretton Woods realignment 02:18 How the original 1944 Bretton Woods system worked 04:02 Nixon ends the gold standard and fiat money begins 07:07 Three policy moves: weaker dollar, deregulation, trade restructuring 12:19 BRICS de-dollarisation and central bank gold buying 14:13 Two scenarios: soft landing versus crisis driven change 15:01 Three risks: cash trap, dollar concentration, timing trap 17:37 Opportunities in hard assets, US manufacturing and diversification Sources mentioned: Scott Bessent, US Treasury Secretary, https://home.treasury.gov Stephen Miran, Council of Economic Advisers, https://www.whitehouse.gov/cea/ International Monetary Fund, https://www.imf.org World Bank, https://www.worldbank.org Plaza Accord (1985) CIPS (Cross-Border Interbank Payment System) Felix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. The Prehn Institute gives no financial advice, and neither does this podcast. Newsletter: Winston Daily, https://winstondaily.com Research: https://prehninstitute.com Author site: https://felixprehn.com Support the show 👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks

    Bretton Woods Reset: What A Weaker Dollar Means For You

  2. 20h ago

    Petrodollar Decline: How Cuba And Reshoring Reshape Markets

    The petrodollar system, established in 1974 when Saudi Arabia agreed to price oil exclusively in US dollars, is gradually losing its grip as BRICS nations trade in local currencies and demand for US Treasury bonds weakens. Felix Nikolas Prehn, an economist and former investment banker, traces the consequences: falling bond prices, rising interest rates and downward pressure on stock valuations. He argues the United States is pivoting toward friendshoring, securing energy access through Venezuela and eyeing Cuba, which holds some of the world's largest untapped deposits of cobalt, nickel and rare earth elements essential for batteries, defence and artificial intelligence. Prehn contends the smart money is watching the Caribbean rather than the Middle East, and that a weaker dollar favours hard assets such as gold and critical minerals. He advises reviewing dollar dependent holdings and long term bonds, and considering exposure to mining, infrastructure and supply chain firms in the western hemisphere. In this episode: 00:00 Why the petrodollar shift matters for portfolios 03:29 Gold and silver miner trades from the past year 05:29 How the 1974 petrodollar agreement worked 07:14 Bond prices, interest rates and stock valuations 09:19 US friendshoring strategy and Venezuela energy access 11:49 Cuba's untapped cobalt, nickel and rare earth deposits 15:01 Mining, infrastructure and supply chain positioning 17:08 Weaker dollar outlook and the case for hard assets Sources mentioned: BRICS nations local currency trade arrangements JP Morgan quarterly earnings reports, https://www.jpmorganchase.com IAMGOLD Corporation (IAG), https://www.iamgold.com US Geological Survey (cobalt and nickel data), https://www.usgs.gov Felix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. The Prehn Institute gives no financial advice, and neither does this podcast. Newsletter: Winston Daily, https://winstondaily.com Research: https://prehninstitute.com Author site: https://felixprehn.com Support the show 👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks

    Petrodollar Decline: How Cuba And Reshoring Reshape Markets

  3. 21h ago

    Felix Nikolas Prehn: When Banks Go Dark

    Banks can fail you without “losing” your money, because access is the first thing that disappears when systems break or regulators step in. We map the pattern behind recent lockouts and hacks, then lay out a practical plan to protect cash flow and spot opportunity without trading headlines.  • Japan’s shared banking backend and why one failure can hit many banks  • Paraguay’s bank shutdown and how deposit insurance limits create real pain  • the myth of steady 10% stock market returns and why decades matter  • the common pattern across hacks: third-party vendors and invisible plumbing  • why the IMF and G7-style drills signal rising systemwide cyber risk  • what “digital dollars” can mean when money includes a freeze function  • five-step checklist: cash buffer, second bank, insurance limits, paper backup, scam defense  • why cybersecurity stocks can drop during peak fear and how we watch for a better entry  Support the show 👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks

  4. 1d ago

    Felix Nikolas Prehn: Insider Buys In A Market Crash

    We track insider buying during a brutal market drop and explain why a CEO putting millions of personal cash into their own stock can be one of the most honest signals Wall Street offers. We also show how we use SEC Form 4 filings and congressional disclosures to spot big buys, cluster buying, and behavior shifts without blindly copying anyone’s trades.  • Intel CEO buying nearly $10 million after a 28% drop  • MGM Resorts board member purchase and what big checks imply  • Berkshire Hathaway adding to Sirius XM and what repeated buys can signal  • Why we largely ignore insider selling and focus on insider purchases  • How SEC Form 4 reporting works and why timing matters  • Cluster buying at Upbound Group and why multiple buyers can be stronger  • Additional examples like Matador Resources and Galaxy Digital insider buys  • Congressional stock trading under the STOCK Act and how to track it  • Using alerts and watchlists to follow stocks you own without chasing noise  Support the show 👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks

  5. 4d ago

    Felix Nikolas Prehn: Why Stocks Rose After A Democratic Sweep

    We lay out why a feared election outcome sparks a stock market rally and why divided government often turns into a tailwind for the S&P 500. We also show how sector rotation can punish energy and semiconductors even when the index looks fine, then map the risks and opportunities around AI, data centers, oil, and gold.  • the gap between the index and what your sector does  • why fear selling into cash creates a painful buy-back decision  • semiconductors breaking below the 200-day moving average as a key line pros watch  • historical midterm data showing strong average gains after similar elections  • why government gridlock can be bullish because rules stay steady  • oil dropping fast and dragging energy stocks with it  • overconcentration in the AI trade and what “too much risk” feels like in real life  • why Microsoft, Amazon, and Google benefit from data center constraints  • “zombie” balance sheets in AI infrastructure and why debt matters  • gold selloffs, margin calls, and why forced selling can create a cleaner setup  Support the show 👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks

  6. 6d ago

    Felix Nikolas Prehn: A Divided Washington Can Lift Markets But It Can Still Hurt First

    We break down why trillions can vanish from AI stocks while the S&P 500 barely budges, and why that gap can trick long term investors into feeling safe right up until it hurts. We map a simple plan to check concentration risk, understand the midterm election pattern, and use alerts and rotation signals instead of panic selling.  • AI stock sell-off versus broader market resilience  • How index weighting masks concentrated tech losses  • Why “correction” levels change investor behavior  • The real cost of a 10% to 20% drawdown for retirement  • Checking holdings for concentrated risk in crowded winners  • Why expensive valuations and huge AI capex get punished  • How interest rates and oil prices shift the risk backdrop  • Midterm elections, divided government, and why gridlock can support stocks  • The 1974 lookalike risk and the 2011 debt ceiling shock  • Building a plan with alerts, insider activity, and sector rotation awareness  Support the show 👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks

  7. Nov 1

    How A Possible Iran Peace Deal Could Hit Oil And Your Portfolio

    War headlines scream chaos while markets quietly price the exit, and we walk through why stocks can rise even as oil spikes and households feel the squeeze. We lay out a clear, two-scenario plan so you can protect your portfolio if talks fail and still benefit if a peace deal lands.  • the market’s forward-looking logic and why wars can stop moving prices before they stop on the ground  • how oil feeds headline inflation, Fed decisions, Treasury yields, and mortgage rates  • why panic selling, sitting in cash, and buying gold “for safety” can all backfire at once  • what sector rotation looks like when leadership shifts out of last cycle’s winners  • the June “rehearsal” that shows how peace hits oil, energy stocks, and risk appetite  • a practical framework for positioning around cheap-oil versus expensive-oil outcomes  • why gold can fall in wartime and how central bank flows and the dollar matter  Support the show 👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks

  8. Oct 29

    Felix Nikolas Prehn: The Hidden Bear Market

    We break down why the US stock market can look calm at the index level while most stocks are already deep in a bear market. We also lay out the three forces we see lining up around the midterms and how skilled money tends to position before the headlines change.  • Market breadth showing most stocks down 20% plus while the S&P 500 holds up  • How index concentration turns “diversified” funds into a handful of mega cap bets  • Why a broad washout can be closer to opportunity than a bubble top  • Midterm elections as a trigger that clears uncertainty and historically coincides with strong returns  • The three drivers lining up: AI spending digestion, uncertainty lifting, money supply and liquidity turning  • How skilled money follows flows instead of marrying stocks  • Investor sentiment extremes as a contrarian signal when sellers are already exhausted  • Why the stock market is not a real time health check for the economy  • Practical mindset shifts: don’t hide in cash without a plan, track liquidity and positioning over news  Support the show 👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks

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Ratings & Reviews

4.8
out of 5
15 Ratings

About

Felix Nikolas Prehn is an economist and former investment banker. Felix — alongside his golden retriever Winston — interprets the economy and markets.

Information

  • Creator
    Felix Nikolas Prehn
  • Years Active
    2023 - 2026
  • Episodes
    630
  • Rating
    Clean
  • Copyright
    © 2026 Goat Academy Ltd
  • Show Website
    Felix Nikolas Prehn's Podcast

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