Big Short Investor's Warning About Interest Rates in 2024
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- čas přidán 13. 06. 2024
- Steve Eisman (of The Big Short) has recently taken to CNBC to warn investors about the state of the stock market in 2024, including why he believes interest rates are likely going to stay higher for longer. He also discusses the AI hype in the market and whether investors should consider the magnificent 7 stocks in 2024.
Introduction to Stock Analysis can be found here:
newmoney.education/
(use code 'SAVE50' for $50 off!)
★ ★ CONTENTS ★ ★
0:00 Eisman's Thoughts On Interest Rates
5:10 A Repeat of the 1970s
6:43 Why The Fed Won't Lower Rates
7:42 The U.S. Debt Problem
9:52 Ray Dalio vs Steve Eisman
12:00 Will AI Power Stock Returns in 2024?
14:50 Steve's Opinion on the Magnificent 7
My Podcast: / theyounginvestorspodcast
Brandon van der Kolk is authorised to provide general financial product advice in Australia and is an Authorised Representative (Number 1305795) of Guideway Financial Services Pty Ltd, AFSL Number 420367. Any advice is general & does not consider your financial situation, needs or objectives so consider whether it's appropriate for you. Read Brandon's Financial Services Guide available from guideway.com.au/NewMoney.pdf. Past performance is not a reliable indicator of future investment returns.
Contact email: hello@newmoney.contact
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Thanks for watching guys! I appreciate the support :)
The fed wont cut or cut little so stop posting same bs. Give real evidence or stop bothering edi.
keep up the good work 👍 greetings from germany
Great DD.
Good job! But these doom sayers never got it right.😂
Do you have Nvidia in your portfolio?
It's a common misconception that when a stock you buy skyrockets, the smart thing to do is sell it (or at least sell some of it) to lock in your profits. But the context matters. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation.
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
This real estate market collapse might end up being a part of us for a very long time. With inflation currently at about 9%, my primary concern is how to maximize my savings/retirement fund of about "$300k" which has been sitting duck since forever with zero to no gains.
The share market is a way to hedge against inflation. Most striking amidst recession, investors need to understand where and how to allocate funds to hedge against inflation and still make profits.
That is so amazing, I’m trying to get up ladder at 40. I wish at 55 I will be testifying to similar success. How can I reach this manager of yours? because I'm seeking for a more effective approach on my savings
She looks to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Scam.
If you are under 55, stick it in 1-3 year risk free government Treasuries and 10-15% precious metals, then sleep like a baby at night. Equities will be much more attractive after the bubble bursts and valuations get back to sane levels, like 12-15x earnings for growth companies.
It's quite simple why rates are climbing with rising imports and falling exports, the FED is obviously to be blamed for banking crisis. Something will eventually break if they keep the quantitative tightening and higher interest rates. Is this really a good time to have some savings in stocks?
Government stimulus payments and curbed spending allowed Americans to save more money than they typically do. Annual household income surged in the past 4 years post pandemic, I don’t expect it to continue so
Yup excess savings families gathered during the pandemic appears to have run out among middle-income and low-income households. Holidays are coming, which usually means heavy spending for households. I could use a lottery win or a sudden pump from one of my holdings. My trading skills are inadequate.
Most youtubers said the market would be fine few months back, but it's been a major downturn. Luckily, since the rona-outbreak in 2020, I've avoided the drawback of trial and error by simply following professional guidance. I'm semi-retd and work only 7.5 hours weekly, with nearly $1m ROI after subsequent investments to date.
Who is this strategist Monica you talk about? I and my spouse have been looking for something like this especially in this quarter to help us organize our finances going into next year.
The bearish sentiment gives way to a bullish indicator, you however must plan properly or consult with a professional who has lived through two recessions at least and has a great track record with her clients and no disclosures in the past.
Man the bots on financial channels are annoying
It’s insane
Easy to recognize though…same scenario every time, just different names.
Wait, Maria Escobar Chavez isn't a world renowned financial planner who can get my 250k from the sale of my house up 100%, if I'm only willing to wait until q1 2024?!?!?
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Safest approach is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Marina Carolina Nice is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Your feelings don’t matter
Market highs can sometimes be followed by corrections, but predicting the timing and extent of it is challenging. I've heard some analysts talk about a 'massive' correction. It makes me wonder if it's time to adjust my $2M portfolios or maybe even consider some defensive investments.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
Mind if I ask you to recommend this particular coach you using their service?
Laila artine kassardjian' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
Great video, I have always wanted to invest and start my retirement plans early enough, but I never did. I hope it is not too late for me? I will like good advice on how I can start up my retirement and put up some investments as well. This world in getting more difficult to live in everyday. One needs to prepare for the future and kids inheritance.
Like I always tell people it is easy to invest and begin your retirement plans even if you have no idea, all you need is get the services of a good financial manager or an expert in that very field.
I total agree, get the assistance of an expert and save yourself the troubles that comes with investing or trading. As for me, I am very busy with work, I do not have time to monitor my investment, but I still make so much profit every time. That is because I have someone doing all the work on my behalf.
Tenley Megan Amerson, is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
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SCAMMERS
In the middle of 2024, I think we'll start to see more market diversification. I'm hoping to invest about $300,000 from a recent home sale into the financial markets, but I'm still not sure how rates will effect the market just yet, which worries me a lot. Like how long will the bull rally last before the reset?.
You see in the stock market, bigger risk begets bigger results that can work in the bulls' favor. I think investors who are wary of the changing market trends should seek out bear/bull mrkt directions from certified strategists.
You're right mate! I’ve been using a fin-market expert for two years now and I own a 7figure diversified portfolio from investing in stocks. Currently, my portfolio is worth over $1m.
thats really massive!How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
Viviana Marisa Coelho’’ is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call.
Rate cuts commence in June 2024, taking 6-8 months to complete. A potential crash, if any, might occur by March 2025. The soft landing narrative is gaining traction, making this big recession everyone is calling for less likely. With $1 million from a business sale, I'm seeking profitable investment opportunities for the next 3 years.
The financial market is a reliable choice. Diversify your portfolio with I-bonds, stocks (ETFs, REITs, dividend-paying stocks), and bitcoin. Given your budget, I recommend hiring a fiduciary to ensure you receive professional insights for a fee.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
Who’s your CFP ??
Her name is “Natalie Marie Tuttle” can't divulge much. Most likely, the internet should have her basic info, you can research if you like
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
We're in Financial Uncharted Territory! Every day, we encounter challenges that have become the new normal. Although it was once regarded as a crisis, we now accept it as the new normal and must adapt accordingly. How can we boost our revenues during this period of adjustment, given the country's current economic difficulties in 2023? I cannot let my $800k funds vanish after putting in so much effort to accumulate them.
In general, you should maintain some of your gold holdings. Given the current economic and financial conditions, it would be prudent to avoid stocks for the time being, and it may even be prudent to seek expert counsel.
I stopped following and listening to the financial advice of these CZcamsrs since I ended up with a lot of complicated stocks and no idea when to sell them for a profit.
I'm new to this and have heard that now is an excellent time to buy. However, I currently have cash sitting in my bank account that I would really like to put to good use because inflation is at an all-time high. Who is this coach that you mention, and do you mind if I look them up?
Indeed, my mentor Stacey Laura Alviani is well-versed in the financial sector and has received substantial training in it. She is recognized as an expert in the sector and is well-versed in the benefits of diversifying one's investment holdings. I suggest researching her credentials more. Because of her broad knowledge, she is a terrific resource for anyone trying to comprehend the financial market.
Split it up in CDs and lock in a 5% return on 800k with zero risk of losing anything. 3 separate CDs with 250k and the last one 50k. FDIC will cover the CDs meaning unless society itself collapses, you will be fine. Across all CDs your return will be around 39k. Not bad at all. Reinvest the interest and do it all again. That’s enough to retire in and is the most conservative route. If you want more risk, diversify with ETFs and bonds
I've heard that some experts are pointing to factors like rising inflation and the possibility of interest rate hikes as potential triggers for Treasury market instability. It's making me rethink my investment strategy, especially with my stocks portfolio of $400k declining over 35%
I'm also thinking about keeping an eye on economic indicators and staying informed on any policy changes that could impact the market. It's essential to be proactive in managing our portfolios during these uncertain times.
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfolio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay financially secure for over five years, yielding nearly $1 million in returns on investments.
Hope you don't mind if I ask you to recommend this particular professional you use their service?
I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, Carol Vivian Constable turned out to be better and smarter than all the advisors I ever worked with till date, I’ve never met anyone with as much conviction.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
A minute looking at interest rate estimates is a minute wasted
Why does this guy always have such alarmist thumbnails
this is a 16 minute video
"If you spend 12 minutes learning economics you wasted 10 minutes of your life"- Peter Lynch
Depends on your profit in 60 seconds
Sometimes he gets it right but this time was not one of those time
I’m 45, $800K net worth. Been saving 50% of my salary, investing in stocks & living below my means. I'm trying to avoid new buys now in order not to get sucked into a bear trap. On the other hand, I’d love to know best possible areas and ways to invest amid downtrend. I’m worried with the numerous bank failures as of late or do I wait?
@sammyphon Please who is guiding you and how?
I'm scared but also excited to add to my positions as the market drops
Thanks for sharing. searched for her full name and her website popped
CRH.
You can get 9-12 month CDs at 5.5% which is a pretty good guarantee. I would rather take a guaranteed 5.5% than to try and speculate on which assets will do better in the likelihood of recession. There's also treasury bonds but you run the risk of yields continuing to rise.
*Steve is amazing. wealth is attainable, do this.*
Making money is action, keeping money is behavior and Growing money is knowledge.
Failure to take good actions on your finance, lncome will remain stable while expenditures rises. The rich acquire fortune cause they seek the aid of finance-pro(s) to achieve their financiaI goaIs
that’s an upright approach, I'm 51 and my financiaI Iife is in a mess. Any ldea would really go a long way in shaping my life.
I obtained massive growth in my finance by varying into a lot with the aid of my finance pro. hereby making my financiaI goals a reaIity.
sear ch the name below, lf you care
love these videos, appreciate your work buddy
New Money….. can you please make a note or disclaimer in your videos speaking to the bots in your comments recommending they google advisors?!
Reading the comments l was getting a feeling of a majority being bots with repeat information and scenarios being similar.
@@pjhosking4457 its like this on any video about finance
When timing is critical, being early is being wrong for sure. Good advice in general.
I enjoyed this video, great job as always. Keep'em coming mate!
Loved the video! thanks for the insights!
Honestly, this concerns me and has left me uneasy. Especially the potential inflation. I'm unsure about my $130K account strategy, considering the uncertainty of a recession mostly.
I completely understand your concerns, but you should first have a conversation with a the law, like a hedge fund manager or financial manager. For my part, I prefer the latter to the Yt opinions.
This is why having the right plan is invaluable, my $510k portfolio is well-matched for every season of the market and recently hit 100% rise fromm early last year. I and my CFP are working on a more figures ballpark goal this 2024
She goes by 'Heather Lee Larioni'. I choose to delegate my excesses to her because of her great expertise. I suggest you look her up. To be honest, almost didn't buy the idea of letting someone handle growing my finances, but so glad I did!!!
😂😂
scam bot scam bot scam bot!! haha
Excellent Presentation Thanks !
Shout out to the production team with the videos. The quality is great
Really well done man!! Thank you
Thanks for Your Share!
Great video mate!
That was really interesting. I watch many financial commentators on here, but that was well put together.
Great vid. Thanks!
Thanks a lot !
In 2021 Central Banks said they wouldn't raise rates until 2024.
I ignored Central Banks in 2021 and fixed my rates for 5 years at 2.8%.
Moving forward...inflation will be much stickier than expected and thus rates won't be cut anytime soon.
Furthermore, the S&P will tank when the dumb money finally realises that the Fed ain't providing any stimulus this year.
well said
Unemployment isn’t low. Stop looking at the initial headline announcements, and look at all the revisions they’ve made quietly after the initial release.
In 2008 Leehan Brothers and Fannie Mae crashed the market.
And FEDs has been lowering the interest rates for the last 14 years until recently.
People around the World has made money from the low interest rates. Buy properties and stocks.
Now properties and stocks are out of reach for the normal guy in he's late 20 and later 30s.
If you starting lower interest rates again, history will repeat itself , and rich will get richer, and poor will be poorer
Agree with Eismann. I foresee 1 cut, 1/4 point. And don’t forget it’s an election year. The Fed tends not to act.
nah, he is dead wrong about the cut, recession and debt ceiling .. no cut before the crash ..
in addition to that, orange man is back in town ..
Very interesting!
Amazing video, great insight into history.
Your videos help.❤
Great video man!
Very nice presentation and graphical chart
I remember being at a wedding in Sept 2022 and a friend was prematurely predicting rate cuts... how far we've come
Nice video! Definitely, as it is said in the video, with no recession signs and inflation near the target, I also don't see why FED should rush into lowering interest rates. Which I see as a positive sign for 2024.
Any thoughts on the pros and co s of this being an election year?
Great video 👍🏻
I want to start investing but need guidance. Any advice or recommendations for assistance?
It's a smart move to get help from experts when you're starting to build your financial portfolio. It can be quite complex, so seeking professional guidance is a great idea.
Getting advice from financial advisors, like Della Martin, can be a smart move to reshape your portfolio. They have the expertise to help you make informed decisions.
Absolutely! I made sure to spread out my $25,000 portfolio across various markets to diversify my investments.👍
By investing in high dividend yield stocks, ETFs, and equity, I managed to make a net profit of around $115k. It's been quite a successful venture!
You really need someone like Della Martin, a reliable trader, to make it happen.
Great video.
This whole economic chaos was powered by optimism that the FED is done with hiking interest rates. But now that rate crash is the situation and times are uncertain, how would you advise I safely allocate $250k?
there are sure a few ways to hedge against inflation. Avoid rumors or hearsay, with that amount you can afford a certified financial planner strategize ways to do that.
Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my CFP are working on a 7 figure ballpark goal, tho this could take another year. IMO, financial advisors are the most sought-after professionals after doctors.
bought into NVIDIA around September because a FA recommended it, he said the company is selling shovels in a gold rush and it actually accounted for almost 80% of my market return last year. I could really use a help again
Personally, I delegate my excesses to someone of great expertise ''Heather Ann Christensen '' preferably you can look her up online, her qualifications speak for itself.
She goes by ‘Heather Ann Christensen’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
Thank you for this video, i was also thinking why is no one thinking about the US debt which was the biggest FUD before the rate cuts news
Awesome sauce
Love your analysis bro. And your charts!
The dubstep background tune opener was so refreshing 👌
it was drum and bass my guy, but you are right it was an interesting opening
@@armandorivas5154 realized that. After i commented. 😔
@@armandorivas5154 exactly haha, any chance somebody knows the name of that opener?
@@julianzagar2000i’m tryna find out too
Putting on size there, keep it up dude 💪
I noticed that too and suprised noone else has really commented. Dudes looking jacked!
Every year there’s a warning. Kinda hard to separate the wheat from the chaff.
I agree with samuel benner.
I’m saving cash to buy stock
Rates hikes will happen 3 times in 2024.
The real inflation rates are about to show themselves for the next 3 years.
We prob will have a decent market up to 2026 before another downturn in2027.
It’s gonna take 3 years for people to realize they can’t pay their mortgage, they can’t pay for their Tesla and it sucks anyways, and that everyone’s laziness and ego are going to crush them.
At least I hope.
Looking at the American public the greed and laziness makes me sick.
I think inflation in 1970s is more related to oil crisis in 1973 and 1979
Exactly.
How do you feel about SMCI?
I agree whole heartedly. If inflation even farts right now I see the fed raising rates not lowering them. My bet is that by the end of the year they will "raise" the interest rates. If not this year definitely next. GL GT.
We need higher rates.
S&P 500 hit intra day high 4,839.81 Jan 2022 over two years ago. This market will resemble the 1968-1982 market where the market traded in a range, so if you bought near the top you will have to hold on.
Ignore the macro. Instead, look for industry leading, wide moat companies that have no or limited debt, high FCF, high ROIC, and are trading at >50% of their intrinsic value. Hold the stock for ten plus years and get on with life.
The problem is that a video on this isn’t dramatic enough to get clicks.
You can also look at macro to find pond with fishes. Companies described by you can be found easier in other markets than US. Austria, Sweden or Poland or Vietnam markets can be better place for screening. To chose such market in top-down approach it is good to look at makro data and population stats of given region.
As an electric engineer I think somebody needs to step up the PID parameters game
Sticky inflation.... Loving the drum and base... Hands in the air
3:15 biggest AI gain will be for movie studios. That text to video AI that wowed everyone, imagine feeding it a book and movie comes out. Your entire production cost has come down to $10k worth of cloud computing cost.
It can be good to generate fake spam movies, or niche things like Blair Witch. There's lack of control for any serious production. If it ever reaches that level (fine grained control with predictable outcome), it will probably fall behind rendering animation in cost effectiveness, because of much bigger complexity. In 3d animation you got relatively low complexity, which is compensated by complexity of a human brain which bosses things around. To get that level in AI you need artificial general intelligence, which with current approach doesn't look achievable if you look at things with sober mind. Right now simplified models of connected neurons are trained from scratch. For biological general intelligence to develop from scratch it took a billion years in a gigantic parallel computation (you can look at each organism's life like a network training run). So to achieve that in digital form form scratch one may need a comparable undertaking. Things may be optimized here and there, but one may still end up with several thousands of years of training in a simulation on all available resources to come up with something of similar complexity to a human brain.
Sweet vid
1,2,3, fed cuts... of how many points? 3 of 0.25 is ok. people think they are going to make the cuts of 0.5 or 0.75?
Steve Eisman is really smart. I also like his clothing style ;) and the way he talks, his story telling
Feels like the people are misunderstanding the FED goals. It is not to fire up the stock markets, it is to keep the balance of everything. Completely right to keep the rates high at this point. But I understand Ray Dalio as well, he says you need to print a bit more money than the inflation rate to grow and in case you need to print higher and higher figures, you are starting a vicious cycle without any buyers at the end
I’m time traveling from the past. Do you think 1978 will be a good year?
I think China was buying up all of the US gold
It would be nice if Powell would watch this video!! Good job.
He was right once. His latest predictions have been way off.
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
If you lack market knowledge, your best bet is to seek advice or support from a consultant or investing coach. Contacting a consultant may sound simple, but it's how I've managed to stay afloat in the market and increase my portfolio to roughly 60% early this year. It is, in my opinion, the best way to get started in the industry right now.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
Whitney Kay Stacy is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
Did it bounce back 13% or 15.1%???
music on point
Raise interest rates another .25 point. 👍
It is so easy to understand. If the economy turns bad there will be pressure to cut rates. Once the rate cuts are over the market will react and it'll crash then we all get on with life.
The fact that the big 5 are responsible for 25% of all revenue on SP500 tells a lot
I agree with Eisman, Reinhart and Rogoff made that argument back in 2010 to justify austerity. It was wrong then and wrong now.
I think he is right. With decent economy grow, risk of high cost starting now. Fast rate cuts will danger.
Problem is that it is not clear that we have decent economy growth. GDP and GDI are telling totally different story. GDP and GDI both are measuring same thing in principle as you can't have spending (so GDP) without having income (so GDI). Just for the record credit and debt is included in models. Up to 2023 GDI and GDP were were nicely correlated for last 50 years with exception of 3 quarters in 2007.
So I'm not sure if there is decent growth. It is better to be cautious as data is messy.
Always be prepared for any potential circumstances. Thanks for sharing 👍🏻
Anyone got the first song name?
If you're a beginner investor, here's my advice: Speculating about interest rates is a complete waste of time because it's unknowable. The only interest rate worth considering is the current interest rate. All the great investors of the world know this, including Warren Buffett, Steve Eisman, Bill Ackman etc and they completely ignore any speculation about future interest rates when making investment decisions. The only reason Brandon is discussing this topic is because he knows people love speculating and it makes for easy content to generate ad revenue for himself.
Rates should be going up. Not so much just a little this year. And i think it should stay there for longer between 5,75% and 6% for the next 3 Years. I would say that if they cut rates they have to rise it up in the next wave of setting rates up. And than we go higher than 7% rates.
Exactly!!!
If there's more cash, it also means companies can scale and sell at volumne, often bringing down prices
Hmmm in your graphs, it's clear how the inflation rates preceded the Fed rates, especially when turning high again, so not a consequence of the "early" Fed rates cuts but obeying other factors.
This is a much more pro keynesian view than I have but interesting to hear there is still hope from the status quo economic position to keep rates up. Rates were too low and it will take time for the market to recover.
AMS590X and Bitcoin are the two top choices. I would start with them. I consider them must buys. The others I like and hold is Cardano and Gala. In time I feel they will go higher than they are. Probably 2025 when the next bull run happens. AMS590X real cheap to buy in right now so the future profit will be sweet. I also hold Shiba Inu but that's a risky investment and not something I would suggest to anyone new.
Scam. Please ignore.
Eisman is right, Dalio wont even be alive by the time US debt becomes a problem.
With December inflation coming in higher than expected, it makes me think if it’s still too early for the fed to cut.
Don't forget the infrastructure companies related to the AI buildout. Companies that build the server farms, lay the network cables, etc. AI will produce revenue for companies in the software and high-tech space, but the infrastructure needs to connect them with the hardware first.
Eisman isn't saying there's no dollar or debt risk. He's just saying the risk is not immediate. Dalio brings attention to these risks today because now is the time to do something about them so we're not in crisis 30 to 40 years from now. They're both agreeing actually.
30-40 years from now? lmfao we are talking a couple years max until total collapse. US spends more servicing its debt than on its military now.
The biggest factor for CB isn’t markets or consumers or real estate. It’s the national debt. That debt service is insane
Could you turn the music up please .
Thank goodness it's not Michael Burry again. Eisman is far better at providing solid reasoning for his theses. Well done video!
Rates aren't coming down. The fed is NOT in control. Inflation is. Rates are where they should be...if not higher. 0% rates for too long created all of these bubbles in every asset class and they're all going to collapse.
inflation doesn't need to ease, it has to reverse or the crash is guaranteed. Unemployment doesnt mean shit when the median income is at a poverty level when you factor the inflation.
Clearly the US is very important, but it'd be great to see some videos on Australian investment, monetary policy, and commentary.
I would like to see video about investing in Africa and India, so I understand your concerns. Why there is almost no CZcamsrs talking about African stocks?
US real estate is the best hedge here
The fact that most people fear high interest rates indicates why nothing grows. Once people will welcome high interest rates things will start progressing again.
The rush is the trillions of dollars of debt that is coming to maturity in 2024!! The government definitely does NOT want to refinance the debt at the higher rates.
Right Possibly It could happen suddenly and Dalio is more cognizant of that while there’s no obvious sign of a risk of collapsing but one might say as a student of history there never is much warning when your in a bubble
The market likes wishful thinking. I remember how in the summer of 2022 some hedge fund manager claimed "there is no way the fed will go up to 5%". And here we are.