Buying Opportunities, U.S. Economy, Trade Ideas | Lloyd Financial President & CEO, Luke Lloyd - video Dailymotion

Benzinga

After years of navigating the financial world—working alongside Wall Street’s top minds, advising high-net-worth clients, and sharing his insights on national media — Luke Lloyd knew it was time to take the next step. With a deep-rooted passion for capitalism, free markets, and small business, he set out to create something of his own: Lloyd Financial Group. Luke built Lloyd Financial Group on the foundation of independence, integrity, and innovation — principles that are often lost in traditional financial firms.

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00:00we did have a wild move here on friday and i'm just going to cut through all of this i want to

00:09get right to it you asked me how my weekend was uh was really good we saw a move back in the

00:14futures market as trump kind of threw some cold water on some of the scares that got the market

00:19down on friday with the wild day on friday first of all what do you make of it what do you make of

00:23trump's weekend post and perhaps most importantly where do we go from here so the most interesting

00:30thing that i kind of thought about coming out of this uh from the uh volatility we saw on friday

00:36compared to today and compared to last time the tariff situation kind of tariff tip i'll call it

00:41back in march and april the biggest difference is that inflation expectations actually went down

00:48this time on friday you saw long duration treasuries rocking higher like 1.6 on tlt

00:53you saw the 10-year bond go up yields go down um last time if you remember back in march and april

01:01yeah the risk off trade happened but inflation expectations actually went up on the tariffs

01:05kind of like you were talking about the automobile side of the equation right before we got on right

01:10so it looks like the market was trying to digest and kind of allude to that tariffs might no longer

01:16be inflationary if we kind of get that going forward it's going to be more of an economic slowdown

01:21is kind of what the market's saying now what you kind of alluded to also was the tweet over the

01:26weekend i think the biggest thing that we can kind of realize about this administration because

01:31the fact that we sold off so quickly back in march and april and then it kind of all kind of got

01:35figured out and all the investors kind of came back in bought the market it looks like any pull

01:40down uh is going to be short-lived probably in the foreseeable future so i think a lot of this is a

01:45buying opportunity liquidity remains strong whether inflation expectations went up a little bit on

01:51friday they're coming back down today uh we look at three things at lfg we look at liquidity growth

01:55and inflation growth remains pretty strong inflation expectations have come down a lot over the past

02:01you know year or two and then you take a look at liquidity liquidity is extremely strong so we

02:07actually lfg about a month ago and they've been rocking in our portfolios uh we are thinking about

02:13maybe selling maybe the next month or two depending on market conditions but we bought

02:18asts which is um ast space mobile we bought it around 40 it's at 87 i wish i was on your show a

02:25month ago i talked about on a couple other shows uh git lab uh we bought which is actually down from

02:30our cost basis of where we bought it from so i still think that's a phenomenal buy and then you take

02:34a look at another area like bullish bls blsh which is up a little bit from where we bought it

02:40but we bought those three really kind of like really unique kind of fun names uh they're newish kind

02:47of even to the market in some sort of capacities uh but uh the liquidity remaining strong should be

02:52very bullish for some of those higher tech uh growth areas you have to be very kind of careful with

02:57where you pick you just want don't want to throw money at the wall anywhere but we think those three

03:01stocks are good enough with a balance sheet perspective and demand perspective in the market

03:05to really benefit from the liquidity remaining strong but again asts uh is up 130 since when

03:12we bought it so i'm not recommending new buyers maybe put money into it although it would help the

03:17short squeeze going on the 25 short yeah no that that was a great call actually the last time that

03:22we were on here we did speak about space as a theme i believe we also talked about rocket lab which

03:27has been doing phenomenal since we spoke last you've made a lot of great calls you and your firm

03:32have made a lot of great calls here you mentioned some of them they're bullish circle git lab asts

03:36um a lot of them have ripped now for the ones that have sold back here you just talked a little bit

03:42about we kind of feel like we're in buy the dip mode here some of these names that maybe have made

03:46some of these outsized moves and come back in is it okay to maybe add back to those maybe for another

03:51trade or you just kind of put it on the back burner until we kind of reset

03:55great question as long as liquidity remains strong and i don't see any kind of environment

04:01where it doesn't continue to remain strong with all the deficit spending with the pathway of interest

04:05rates going lower uh coming on the horizon so you take a look at both of those factors as long as

04:11liquidity remains strong pullbacks in a lot of those areas remain again viable so circle i think is

04:17still a really good spot to add git lab again a really good spot to add um we actually on our

04:23portfolio is the way we treat ours is we actually have kind of a bifurcated portfolio just kind of

04:27like we feels like we have a bifurcated almost economy right we're middle class is getting squeezed

04:32uh those that own assets are doing very well with stock market near all-time highs

04:36real estate at all-time highs all that fun stuff so we like to kind of bifurcate our portfolio what i

04:41mean by that is i would say about 80 to 90 percent of our portfolio is what we call you know growth

04:46at a reasonable price like very quality good balance sheet not a lot of debt not a lot of

04:51high gross stocks but the 10 to 15 percent that we add like the circle bullish asts that are you

04:58know high beta stocks are trading back and forth maybe 10 percent each day like we saw yesterday with

05:04a lot of stocks down 10 percent um some of those up 10 to 15 percent earlier last week before the

05:10sell off on friday those like 15 percent weightings can actually really round out your portfolio without

05:16taking on an extreme amount of risk right so you can actually deliver alpha um while remaining pretty

05:21quality and balance sheet focus on the other 85 percent so utilities i talked i think last time

05:26about utilities if i'm not mistaken i didn't re-watch the the show about a month and a half ago

05:31we were on but utilities even though it's not you know a fun area to talk about utilities are still up

05:37i don't know 15 i think percent this year or something and it pumps off a four or five percent

05:41yield like i think utilities still remain to be a good spot um you're taking a look at even the

05:45simple stocks like craft hines we bought like which is something that again a lot of people wouldn't

05:49think about but uh with that warren buffett um uh mindset of i think they're he's upset with them

05:55uh divesting from and splitting up the company again we bought it after that news came out just

06:00because we think there's a lot of quality there and it pumps off a good dividend it's got a call

06:05option on dividends going lower so our overall yield our portfolio right now just to show you how

06:10quality focus it is outside of the 15 i'm kind of mentioning there um is about four percent so we own

06:16a lot of those high quality dividend paying names that aren't necessarily fun always to talk about

06:22but they've been actually performing pretty well yeah indeed and really quickly here uh we do that work

06:27here for you you're not going to be forced to remember that the last time we had you on we did speak

06:31about those utilities we also spoke about tlt we spoke about energy we spoke about ewy on the weak

06:38dollar we also spoke about to some defense stocks you had talked a lot about there some being some

06:42macro uncertainty obviously it looks like we have one of these wars over now but there's still some

06:47uncertainty out there europe has shown more of a propensity to kind of add to their own defense so i

06:51think that that's still in play here one more thing that i wanted to ask you regarding the space

06:56theme because that's been a popular one not only for uh guests that we've had on but our group as

07:01well we talked a lot about rocket we talked a lot about asts um do you have a long-term view on the

07:07industry are are you looking for more space-based plays do you think there's some more runway on this

07:12i know you know putting asts and rocket lab aside is there any more that you're looking at and then

07:19do you have any view on any of those topics we previously discussed like tlt korea or defense

07:26i i want to be completely clear here just so i'm not like um you know saying something to the viewers

07:33and trying to get them all excited about space just because i'm talking about it i want to be clear that

07:37i'm referencing referencing the higher tech growth names in the portfolio that we're looking to add

07:43because of purely because of liquidity and frankly these are trades so we do probably plan on being out of

07:48these probably in the next couple of months so space yes it's very interesting like i'm a nerd

07:53i'm a star wars north star track like i've watched all of that my dad forced me like at six years old

07:59to watch all the star tracks from like the 1970s so look i love space i love the final frontier i i

08:06it'd be awesome to be in a spaceship one day but um there has to be so much more innovation in that

08:12area a lot so much more capital flowing into that area um with interest rates coming lower

08:18that should benefit a lot of those higher growth areas uh you could take a look at some of the

08:23virgin areas you could take a look at some of the other kind of ancillary areas of space but um when

08:29it comes to that kind of side of the equation if we get any kind of you know recession or any kind of

08:36negative downturn in the next five to ten years which i would say there's going to be some slowdown

08:41in the next five to ten years uh you don't want to probably be a straight long-term investor just

08:45because of the capital needs of that industry unless you're elon musk and you can go fundraise

08:49billions and billions of dollars because you are known to be a winner that never loses so i i would

08:54not be in that high growth i have no idea what's happening i can't run by the way it's like this is

08:58really uh weird um anyway it's like a psychedelic light show or something like that i know i must have

09:05the right be in the spot by the window there you go but um yeah i would not be a long-term investor

09:10i would be looking to be more in a trade in that kind of space okay that that's that's really helpful

09:15and i'm glad we were separating that i'll tell you what it's made for a great trading environment

09:19recently so that makes a lot of sense okay you talked a little bit about by the dip there that

09:23kind of mentality and i just want to expand on that a little bit first of all and this is something

09:28that i'm kind of looking at does it feel to you like for this recent rally or some of these recent

09:33moves up that there are still some reluctant investors on the sideline and if you're if you're

09:39looking for a buy the dip opportunity do you think any of those reluctant investors end up buying the

09:44dip with you and maybe carry this to a new level the market to a new level i think that's very

09:48possible and that's one of the that's been one of the biggest bull thesis kind of on their on the

09:53out there it's like how many trillions of dollars sure is in money market accounts and i and i have two

09:58different philosophies here um scared money usually remains pretty scared there's a ton of fomo going

10:05on right now which is why the saying the mentality that stock markets at all-time highs continue to

10:10hit all-time highs more than stock markets near bottoms because you know there's a reason why it's

10:14at all-time highs compared to when it's at bottoms or near near going lower and hitting new lows um you

10:20want to buy the market more at all-time highs you do it new lows so or stocks even at all-time highs

10:25compared to new lows so um i think that money will come out as we kind of that fomo continues to

10:32increase but i do believe that a lot of that money is going to remain parked there because if you were

10:37in cash two years ago why would you buy the market at 100 higher even though there is that fomo kind

10:42of going on it kind of would be almost um uh you know a psychological barrier saying okay now i'm afraid

10:50missed out on the last 100 uh two years ago now i'm afraid there's gonna be a 50 correction i'll just

10:55get back in when it sells off that kind of mentality usually does not change as i start as i talk to

11:00people in this industry right so is that a bull thesis absolutely is it the only bull thesis you

11:05should use as an investment theme i think it's actually the opposite side that you should actually

11:09pay attention to more the fact that no one's selling the market really i mean friday yes but

11:15overall it doesn't it feels like investors are holding assets and as long as that money that

11:21money doesn't have to come out of money market accounts for the market to continue to hire

11:24we just need people to not get scared and nervous and it does feel like there is a sense of nervousness

11:29in this um market with you know quick reactions like we saw on friday and then we saw some uh you

11:35know gains over the weekend we'll see how we open today uh but what i would say is you want to be

11:39quick and nimble as a trader you want to probably use covered calls in a lot of ways for a lot of

11:44stocks you might own in your portfolios and then you also want to be um you do want to own maybe

11:49some bonds like we talked about tlt which i was probably early on in some ways with interest

11:53rates going lower you do want tlt to be a small portion of your portfolio i believe because it's

11:57a call option on any kind of hedge on any kind of sell-off and a call option on rates going lower

12:03okay so the last time i mean you talked about the market selling off there on friday we crashed all

12:08the way down to the 50-day moving average last time that we were at the 50-day moving average

12:12the market proceeded to run 21 and a half percent from that area so well well taken there all right

12:18just kind of looking ahead here do you anticipate a strong q4 and holiday season this year uh and if

12:24so what are some of your what are some of the things you're looking at for the rest of 2025

12:28and if nothing really fits that criteria what are you looking for in early 2026.

12:33great question yeah i think i think things are going to remain pretty strong i think consumers still

12:37are spending money job market still remains pretty strong and then you take a look at ai we haven't

12:43really seen true um ai replacement of the workforce and i think that will come i think that's probably

12:492026 mid 2026 late 2026 maybe even early 2027 story so um i am concerned about that because it is a

12:58kind of debt snowball as people get unemployed or get laid off they stop spending money and then snowballs

13:03they start defaulting on debt and with things you know uh like uh houses and um car loans and

13:11credit card delinquencies starting to take up bankruptcy starting to take up a little bit that

13:15does concern me but i don't think there's an immediate need a lot of companies don't really fire

13:20i don't think into the holiday season it's a bad look for their employees that want to buy gifts for

13:24their children i think they wait for the new year so i think we'll be continuing to be okay around that

13:28over the next couple months from a job market perspective but um i think you want to start

13:33looking at um again the ancillary ai stories accenture another stock that has been extremely

13:42unloved i think it's down like 40 or something from the highest uh about a couple years back maybe

13:48a year and a half two years back i think that stock continues to be a interesting area if it gets

13:54loved if the ceo can execute they don't execute they haven't executed so um we just added uh to

14:01that stock on some downward pressure there um but i want to play the ancillary ai stories i would maybe

14:08think about uh start thinking about some of the discretionary areas but i would not stay too long

14:13in some of the discretionary areas if we do get um some bullish trends in that but again right now

14:19uh we are rounding out our portfolios with basically those four tech stocks that have added

14:24alpha uh kept us kind of ahead of the mark in a lot of ways while the other um 85 or so protects

14:30us like the kraft times like the bristol myers like uh some of the non uh again sexy names okay

14:38luke lloyd lloyd financial group or lfg for short one of my favorites uh luke really appreciate it uh

14:45any you any you want to plug uh lloyd financial group at all before we take off for the day here

14:50i look guys i mean look i'm i'm a real person i i think a lot of this industry is stuck with a lot

14:56of uh you know chest out uh wall street uh sometimes and i'm just trying to be bring that

15:02main street to wall street because look i'm from small town martinsbury ohio uh coal mine steel mills

15:08uh went out of business my entire life maybe nuclear energy could be coming back in the area

15:11that's one area we did not talk about i'd still be playing a lot about it there's areas but you can

15:15contact me at lloyd fg.com okay amazing we'll have to bring you back and talk about that um as

15:21someone that also tries to kind of bridge the gap here between main street and wall street i really

15:26appreciate it luke really good stuff here this morning have a great rest of your week we'll catch

15:31up with you soon all right thanks brother

Buying Opportunities, U.S. Economy, Trade Ideas | Lloyd Financial President & CEO, Luke Lloyd

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