저자: BillAckman인용/영상출연자:Valuetainment호스트 · 외국인
요약 보기
영상은 Bill Ackman의 발언을 인용하며 트럼프 행정부가 기업 친화적이라고 평가한다. 인프라법, 감세법(100% 감가상각), AI 인프라 투자, AI 생산성 효과, 금리 인하 기대를 긍정 요인으로 든다. 2026년을 큰 해로 전망하며 IPO 시장 개방을 언급한다. 후반부는 대선 비교와 12월 12일 비즈니스 플랜 워크숍 홍보가 주를 이룬다.
다듬은 글
So the thing is this is the first time you're seeing possibly ever. I mean it's been around for a long time but possibly ever where a businessman is coming in realizing all the leverages he has and doesn't have and is using them all in his benefit. Every one of them he's using and he's extremely patient with the way he's approaching it.
Okay? Extremely patient with the way he's approaching it to the point where Bill Ackman $9 billion guy comes out and says he is the best president we've ever had for business. Here's Bill Ackman. Go ahead, Rob. While we have you here, got to ask you about your take on just where we are in this economy and where we are in the markets.
What what do you think? We keep talking about you know we said there's there's a bubble in conversations around a bubble. Yeah. Uh I would say there's a lot of positive Let me be optimistic for a moment. Um I'm negative on New York if Ndomi's elected but I'm I'm positive on the country. Um you know clearly we have the most pro-business president we've had in a very long time.
Um and we also have a lot of uh you know very significant um things that have been announced but but the effects have not yet really uh taken effect. So one infrastructure bill from the past. Uh we have the more recent tax bill which gives 100% depreciation uh for investment. We have this massive AI um you know infrastructure investment that's like building the railroads uh of the you know the early part of the the 20th century.
Um we have the productivity effects of AI that are only just starting to uh you know have uh significant effect. We have interest rates coming down meaningfully. The 10-year is below Let's see what he's saying. Everything's 4%. We have a Fed that's accommodative uh likely to sort of cut uh interest rates.
Um you know so these are all I would say very uh positive uh for the economy and for markets. There's a term where I think you wouldn't have called it pause it right there. You It's funny when you're hearing a guy like this saying this. What's he telling you? 2026 is going to be a big year. Be ready for it.
Folks, if you're watching this sincerely, if you want to have a big 2026, if it's not ours goes to somebody's but you better go to 2026 with a clear written business plan in a way you've never written it before. I share mine on these business planning workshops that we do and I share key key words and I typically announce what I believe last year in 2024 I called 2025 the year of surprises and guess what?
A lot of surprises in 2025. So 2026, if you got big plans and you hear what Ackman's talking about, go to bpw.business bpw.bedavidconsulting.com bpw.bedavidconsulting.com, register for the December 12th. And Rob, can you put the link below as well in the description and in the comment section people can see it.
Uh we'll spend a whole day 12 hours talking about how to write out a business plan. Vinnie I'm just I'm just I just wanted to ask with everything that he's doing like I'm in awe and the way that you put it where he's with everything that's happening especially with the business stuff. What would like a Kamala Harris like where would we be right now if she had won?
This there's on it Remember this, when you hire somebody like that and you campaign for them, what are you campaigning for? When you vote for somebody, what are you saying? When when a when a good girl chooses a husband, what are they saying? When a guy is picking and choosing a wife, what are you saying?
What are you choosing a wife for? You choose a wife and you say I think she'll be a good mother for my kids. I think she'll take care of me when I'm older. I think we'll bring out the best of me etc. etc. right? When you marry somebody that you like I think this guy can be a great husband, great father, raise good kids, protect me, provide safety, fun, travel, all that stuff.
When you pick a president, what are you saying? You're saying the guy's going to negotiate on your behalf. Mhm. He's going to be in the room and you trust him in the room, right? You go negotiate on our behalf. I got you. You go do it, right? You go sell on our behalf. You go get the job done on our behalf.
He's been doing it. If you voted for Kamala, what do you think she's going to do? Do you really think she's she knows how to negotiate? Do you do you really like what what are you voting for? Like I can see Obama. I can see Clinton. What are you voting for? I I definitely didn't see it with Biden. Of course not.
And what do you do with Kamala? So so this is the part by the way. So when you go into 2028 and you see the the the Cal sheet in the poly market and the numbers that are coming up, where they're at, where you know the other day you pulled it up 2 weeks ago, Newsom JD are neck and neck. Yeah. Right? They're right there.
They're looking at 110 110 both of them. I don't know what the numbers are right now. Rob, if you want to pull it up. dead even as far as Republican or Democrat Republican Democrat president for 2028. president without a name. What are you voting for Newsom? To do what? Exactly. Turn everybody gay. To do what?
I'm excited for 2026. I think 2026 is going to be the greatest in my lifetime in America. You know America's turning 250. World Cup's coming here. President Trump's turning 80. We can have multiple times rates going lower. I think the IPO market's going to open up and Vinnie and I we were out there.
I was looking at Vinnie outside yesterday. I don't know what was going on. So I'm walking outside. Vinnie's looking at the sky. I'm like Vinnie, what are you doing? Obviously we're living or we have 11 acres of land we own right on the airport. So I was concerned. I walked up Watch what Vinnie was doing in this video.
Go ahead, Rob. Great pose. Come on. Come on. Come on. Hey, Vinnie. What's up, Pat? What are you doing? Waiting. Waiting for what? Business plan. Come from sky. Also people told me it works right? That's how it works. Worked for Newton. That's not how it works. On December 12th, I host an event called the business planning workshop where we go through this entire manual together on how to write a business plan based on 12 building blocks.
Okay. All you have to do is click on our link below. Okay. Get registered. December 12th we'll be together all day. All right. So can we go eat right now cuz I've been here for 4 hours waiting like an idiot. So if if if you're like Vinnie waiting for a business plan to fall from sky, don't do that. December 12th, come join myself and tens of thousands of people together that will be going through exactly the way I write the business plan based on 12 building blocks.
If you haven't yet registered, click on our link below. Rob, if you can give them the You can find out whatever ticket you want to go with. You can zoom in, not show your face. You can zoom in, be with everybody else, thousands of other people where we see your face and I'll be able to interact with you or you can be there live with us and call and find out more about that.
But at the lowest one, you can get registered for $297 full day and you'll get a 200-page workbook. Click on the link below. Get yourself, your wife, your friends, family, sales people, executive team, watch this business plan workshop together December 12th. Rob, let's please put the link below for that.
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