BWB - Business With Brian

The video reveals the hidden Manhattan vault that still houses paper stock certificates and explains how the SEC’s 2025 green light will force the DTCC to replace this centuries‑old paper system with digital tokenization by the second half of 2026. It then outlines a 70‑20‑10 allocation strategy—70% into banks building the token‑infrastructure, 20% into pure‑play tokenization firms like Securitize, and 10% into speculative protocols such as Ethereum—highlighting why early positioning could capture the trillion‑dollar efficiency boost.

.In this video the creator breaks down a full AI industrial stack—from nuclear energy and data‑center infrastructure to semiconductor, quantum, and autonomous‑robotics ETFs—showing how each layer performed in 2023 (e.g., 70% YTD for URA, 46% for SMH) and explaining his selection criteria. He then outlines a concrete $100 allocation strategy, weighting 40% to engine‑room chip ETFs, 30% to energy‑grid plays, 20% to application‑layer robotics, and 10% to quantum as a moonshot, while emphasizing the educational, non‑advisory nature of the advice.

In this video, the host explores the critical energy demands of rapidly growing data centers and the underappreciated role of nuclear energy in meeting this challenge, detailing a four-tier nuclear investment framework. Through an analysis of various nuclear ETFs, viewers will learn how to navigate these investments effectively and understand their potential for long-term growth in the context of increasing energy needs driven by AI technology.

In this video, we analyze the investment portfolios of four legendary investors, backtesting their strategies over the past five years to reveal dramatic differences in performance. Discover which billionaire’s approach led to an astonishing 556% return, while another barely doubled their investment, and learn what this means for your own portfolio strategy.

In this video, the host discusses strategic stock picks to consider before the Federal Reserve cuts rates in December, highlighting data centers, AI infrastructure, and power production as key growth areas. The analysis includes a scoring model based on valuation, financial strength, technical momentum, and trend direction, focusing on companies like Nebus Group, Kamico, and Apploven for their promising fundamentals and potential upside.

In this video, the speaker outlines the immense investment opportunities in the data center infrastructure driven by AI, expected to reach $7 trillion over the next five years. They emphasize the distinction between the rapidly growing compute layer, which includes AI chips and servers, and the steadier facilities layer that supports these technologies, providing crucial insights for investors looking to capitalize on this massive technological shift.

In this video, the speaker addresses the ongoing debate around whether the current AI market represents a stock bubble similar to the dot-com era, sharing insights from personal experience during that time. While acknowledging potential risks, they argue that the fundamentals of today's leading tech companies—often referred to as the "Magnificent 7"—indicate a solid foundation driven by substantial earnings growth, contrasting with the speculative nature of the past.

In this eye-opening video, we explore the transformative impact of robotics and AI on various industries, emphasizing the strategic significance of data and intelligence over sheer robot count. Discover the four tiers of the robotic stack, from the builders of motion to the AI orchestrators, and learn why capturing the value in automation is crucial for future investments.

In this video, the host shares insights on four hot stocks for November sourced from viewer requests, assessing their potential based on a unique scoring system that evaluates both fundamental and technical factors. Viewers will gain valuable information on stock ratings and specific entry points, along with commentary on market trends influencing November's performance for the S&P 500.

In this video, we explore the significant $782 billion reduction in China's US Treasury holdings and what this indicates for global investors amidst a broader trend of capital shifting away from the US dollar. Discover how central banks and pensions are increasingly turning to gold and Bitcoin as alternative hedges, and learn strategies to effectively position your portfolio in response to this ongoing erosion of dollar dominance.

In this insightful video, the speaker explores the critical role of nuclear energy in supporting the growing demand for AI infrastructure, highlighting four interconnected investment tiers from uranium mining to reactor operations. As data centers face an insatiable energy demand, the video reveals potentially undervalued nuclear stocks that could see significant returns by 2035, emphasizing the importance of investment strategies that balance risk and stability.

In this video, the host reveals five undervalued tech stocks that analysts predict significant upside potential, emphasizing a unique investment strategy focused on value and long-term growth. The analysis includes detailed evaluations of the stocks' fundamentals and technical indicators, along with a comparison table to aid viewers in making informed investment decisions.

In this video, the host discusses the promising future of quantum computing and highlights key quantum stocks that could potentially 10x in value by 2030, based on expert projections of a $1 trillion market. With insights into the infrastructure and pure-play companies leading the charge, viewers are encouraged to consider their investment strategies as quantum technologies approach commercial viability.

In this video, we explore how Apple's influence has dramatically reshaped the landscape of dividend investing, leading to a significant decline in S&P 500 dividend payouts over the last three decades. Join us as we analyze this seismic shift, the strategic replacement of dividends with stock buybacks, and the potential for major tech companies like Meta and Alphabet to emerge as future dividend powerhouses.

In this video, the presenter reveals the eight best stocks to buy before October, emphasizing a blend of high growth potential and value. Highlighting notable companies like Vertiv, Arista Networks, and MongoDB, the discussion focuses on their strong financial performance and positioning within the evolving tech landscape.

In this video, we explore the implications of a recent MIT study revealing that 95% of corporate AI projects fail, emphasizing that this failure highlights the winners in the market, particularly Palantir. With its innovative solutions and strong integration into major cloud platforms, Palantir is positioned as a key player in transforming AI from a fleeting trend into a crucial part of enterprise infrastructure.

In this video, the host outlines a barbell investment strategy that balances mega-cap stocks with small-cap stocks in anticipation of potential upcoming rate cuts by the Federal Reserve. Highlighting companies like Nvidia, Amazon, and Credo, the analysis emphasizes the importance of selecting stocks that can thrive in both high inflation and easing interest rate environments.

In this urgent video, we explore the implications of potential Fed rate cuts and how they can reshape market dynamics, emphasizing that the first 90 days post-cut are critical for setting the investment tone for the year. The discussion highlights the importance of small caps as a potential undervalued opportunity and maps out strategies for navigating the market landscape in the wake of these financial shifts.