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No Matter What by Patrick Bet Bavid

No matter what

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100% found this document useful (1 vote)
446 views29 pages

No Matter What by Patrick Bet Bavid

No matter what

Uploaded by

pahomeproperties
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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THREE TYPES OF PEOPLE

DELUSIONAL INDIFFERENT ENLIGHTENED

RECAP OF 2024

Several Union Strikes: Longshoremen, Boeing, Hollywood, UPS, Kaiser Permanente


Fraudulent Crime and Employment Data from the U.S. Government
Trump Assassination Attempts
NFIB Small Business Optimism Index: Rose 0.3 points to 91.5 in September, marking
the 33rd month below the 50-year average of 98.
Uncertainty Index: Increased by 11 points to 103, the highest recorded level.

2
OUTCOME OF THIS WEBINAR

• Great companies have failed during great economies ​


• New / Struggling companies have thrived in bad economies​
• Great business operators thrive NO MATTER WHAT

RECAP OF 2024

Several Union Strikes: Longshoremen, Boeing, Hollywood, ​UPS, Kaiser Permanente​


Fraudulent Crime and Employment Data from the U.S. Government
Trump Assassination Attempts
NFIB Small Business Optimism Index: 33 consecutive months below the 50-year average
of 98, as of September 2024.
Uncertainty Index: Increased by 11 points to 103, the highest ​recorded level.

3
SMALL BUSINESS OPTIMISM INDEX

WALL STREET THRIVING VS. MAIN STREET


STRUGGLING: PANDEMIC-ERA RECOVERY (2020–2024)​

PANDEMIC-DRIVEN INEQUALITY (2020–2022):​


Job Losses: Millions of workers in retail, hospitality, and small businesses lost jobs due to
pandemic closures, with many not regaining stable employment for years.
Small Business Closures: By late 2021, an estimated 200,000 small businesses in the U.S.
had permanently shut down, unable to compete with large, well-capitalized companies.
Rising Consumer Debt: Main Street households turned to credit cards and loans to manage
bills, leading to a record high of $1 trillion in credit card debt by 2023.

4
WALL STREET THRIVING VS. MAIN STREET STRUGGLING

HOUSING MARKET BOOM AND RENT CRISIS:


Skyrocketing Prices: While Wall Street enjoyed booming corporate earnings, Main Street
struggled with inflation hitting 40-year highs, driving up food, gas, and housing costs.​
Wage Stagnation: Although wages rose, they often failed to keep pace with inflation, eroding
purchasing power for everyday consumers.

INFLATION SURGE (2022–2023):


Investors Profit, Renters Struggle: Wall Street firms like Blackstone and Invitation Homes
purchased single-family homes en masse, driving up property values and rent prices, making
housing unaffordable for many on Main Street.​
Eviction Wave: After eviction moratoriums ended in 2022, Main Street faced a wave of
displacements as rents skyrocketed.​

WALL STREET THRIVING


STOCK MARKET BOOM (2020–2021):​
S&P 500 and NASDAQ Record Highs: Driven by tech giants like Apple, Amazon, and
Microsoft, Wall Street surged, with the S&P 500 growing by over 70% from its pandemic low
in March 2020 to its peak in 2021.​
Massive Corporate Profits: Companies leveraged low-interest rates and government stimulus
to buy back stocks, improve balance sheets, and expand profit margins.​
Venture Capital and IPO Frenzy: The boom in SPACs (Special Purpose Acquisition
Companies) and tech IPOs created enormous wealth, with billions flowing into speculative
investments.

GOVERNMENT STIMULUS BOOST:​


While Main Street received stimulus checks, Wall Street benefited more through Federal
Reserve policies like low interest rates and quantitative easing, driving asset prices higher.​
Corporate Debt: Cheap borrowing allowed large corporations to refinance debt, while small
businesses struggled to access similar credit.

5
MAIN STREET THRIVE
MAIN STREET'S FINANCIAL STRUGGLES 2023-2024:​
Credit Card Debt: Americans' total credit card balance reached $1.166 trillion in the third
quarter of 2024, marking the highest level since tracking began in 1999. This represents an
increase from $1.142 trillion in the second quarter of 2024. ​
Buy Now, Pay Later (BNPL) Usage: The BNPL market continued to grow, with over 360
million users worldwide in 2024. This figure is expected to reach 900 million by 2027,
indicating a 157% increase. In the U.S., BNPL services accounted for a significant portion of
e-commerce transactions, reflecting consumers' reliance on alternative financing options.​

WALL STREET THRIVES 2023-2024​


"MAGNIFICENT SEVEN" STOCKS:
The "Magnificent Seven"—Apple, Microsoft, Alphabet (Google), Amazon, Tesla, Nvidia, and
Meta Platforms— dominated the market. By the end of 2023, these companies accounted for
about 33% of the S&P 500's market capitalization.​
In 2020: Mag 7 Market Cap was $6.8 trillion combined.​
By late 2024: Grew to approximately $11.9 trillion, reflecting a 75% total increase in market
capitalization over four years.

WALL STREET THRIVES 2023-2024​


The combined weighted average return of "Mag 7" stocks across the period exceeded 200%​
Nvidia (+783%) and Tesla (+829%).​
2020: Combined revenue stood at approximately $1.4 trillion.​
2024: Increased to over $2.3 trillion

6
STATE OF THE UNION​

Trump is President-elect
Stock market hits record high ​
Migrant caravan at our border dissolves ​
Hamas calls for end to war ​
Bitcoin hits record high ​
Putin ready to end Ukraine war ​
Qatar kicks out Hamas leaders ​
EU will buy U.S. gas not Russian gas ​
Putin will sell oil in U.S. dollars ​
Zelensky phones Trump & Elon ​
NYC Mayor ends vouchers for illegals ​
Mexico to stop migrants at U.S. border ​
China wants to work peacefully with us ​
Big U.S. company to move out of China​

7

BE FEARFUL WHEN OTHERS ​
ARE GREEDY AND GREEDY ​
WHEN OTHERS ARE FEARFUL. ​

- Warren Buffett​

8
WHAT DID VT DO WHEN BIDEN WON IN 2020?​

Saw People Worry / Panic​


Shadow Ban Concerns In The Market​
Decided To Improve Content ​
Moved To Florida ​
Sold PHP While Interest Rates Were Low ​
Hired C-Suite To Build Depth Chart ​

FAMILY​
Moved To Florida​
Kids (3 To 4)​
52 Shots Per Day​
1 Hour Of Reading​
School Too Woke,​Changed Schools​
Kids At Office Constantly​

PHP​
Strategy Meeting with Tom​
“Build A Bench”​
Hire 5 New C-Suite Execs​
Was At Office Everyday, 7 Days A Week, Including Sunday​
2021 Became Our Greatest Year Ever​
Sold In 6/2022 When Money Was Cheap​

9
DALLAS BOCA

5990 5100

1200

10
(10/7/2020-11/5/2020) ​
Channel Views: 488K ​
Subs: (11/5) 28.3K​
Adsense: (start 7/8/2020 to
11/5/2020) $2.8K​

(10/7/2024-11/5/2024) ​
Channel Views: 23.5 million ​
(10/7/2024-11/5/2024) ​
Subs: (11/12) 2.3 million​
Adsense: (all time) $2.5 million​

11
Election Night 2020 vs 2024

2020

2024

12
Channel Views: 9.9 million ​ Channel Views: 126.4 million
(10/7/2020-11/5/2020) ​ (10/7/2024-11/5/2024) ​
Subs: (11/5) 2.6 million​ Subs: (11/12) 6.2 million​
Adsense: (start to 11/5) $1.2 million​ Adsense: (all time) $6.4 million​

2012 to 2023 – 1 Billion Views / YTD 2024 – 1 Billion Views (108 Mo vs. 10 Mo.)​

13
2020 vs 2024​

2020: 1,200 Units​


2024: 72,000 Units​

14
Stay informed, stay
balanced, and take
control of your media
consumption.​

15
16
Did Not Exist in 2020 – NOW Has 55 Full Time Employees​

17
2020 - Canceled! VIRTUAL event took place.​
2021 - 500 attendees
2020 - 1.5K attendees
2023 - 3K attendees
2024 - 6K attendees​(Not including recordings)

Focus of The VAULT Conference:​


Growth: Finance, sales, leadership​

18
VAULT CONFERENCE
2020 vs 2024

2019 2020

2021 2022

2023 2024

19
PATRICK BET-DAVID BOOKS

Your Next Five Moves - August 18, 2020​


Choose Your Enemies Wisely - December 5, 2023​
The Academy - September 10, 2024​

20
Flywheel / Growth of the brands

How well have your integrated your businesses?

21
STEPS TO FOLLOW

Alliances​
Enable​
Sequencing​
Urgency​
Self-aware​
Ultra Proactive
New Way of Thinking
Wartime & Peacetime​​
Pivot + Adjustments​
Anticipate​
Risk​
Malleable / Learn from mistakes of others​
Eliminate Distractions & Dead Weight
Proper Life & Business Plans​

22
WHERE WILL YOU BE​
BY NOVEMBER 2028?​

23
24
25
26
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