Overheated Stock Market To Sell-off Before Continuing Rally, Warns Market Veteran | Le Shrub
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- čas přidán 11. 06. 2024
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Timestamps:
00:00 Introduction
00:33 Shrub's Background In Shorting Credit During Great Financial Crisis
05:28 Short Credit Spreads Trade
08:43 Commercial Real Estate (CRE)
12:14 The Challenges of Shorting An Index
15:26 Have We Seen "Max Stupid" Yet?
21:08 Shrub's Short-Term Call That Stocks Will Correct Mildly
23:58 VanEck Ad
25:33 Why Shrub Thinks Stocks End Up On The Year
28:51 This Is Not 2000, This Is Not 2021, Argues Shrub
34:25 Shrub's Investing Approach: Value, Thematic, Coal, and Digimarc
40:40 Tesla and Google
51:02 Treasury Secretary Yellen Tamagotchi
52:12 Two Types of Inflation: Wealthflation and Plebflation
55:44 How Much Does Market Plumbing Matter?
01:01:29 Is U.S. Treasury Sterilizing QT?
01:07:05 Economic Outlook in U.S. And Europe
01:09:42 How Systemic Are Commercial Real Estate (CRE) Issues?
01:14:48 Banking & CLO Systems
01:17:57 Views on Fed's Interest Rate Policy
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. - Zábava
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit vaneck.com/HODLFG to learn more.
I am 53 and retired at 50. 1 thing I did do to retire early was to get out of the 401K and IRA programs. Bought rental real-estate and I am now a Limited Partner in about 3500+ units. I do not work.
I only contribute 5% to get full company match, that’s it. The 401K plan is designed for you to work until you are about dead. Also, the government does not have their hands on it yet either.
My wife and I live off of our 401K. We don't work. I recommend highly to everyone to build your 401K or Roth IRA's as an alternate revenue stream in retirement to your Social Security. An observation on 401K's is when it gets over 300K it starts to accelerate. When you get over 500K it can really accelerate as the stock market grows.
If I may ask, as in withdrew all of the money from the 401K and IRA programs? If so, what was your strategy behind that decision? Thank you.
I learned about govt actions from cfp in ny by name MonicaMaryStrigle. whom I now use for my money management. exactly mid 2021 Ms. Strigle explained the benefits of long-term Treasuries and alternative investments including digital assets. which the govt doesn't disclose. Lately they been investing in solid start ups, bonds, digital currencies, precious metals with real backing, while manipulating the stock market decisions as influenced by congress, driven by year round events and consumer sentiment in the past half decade.
I learned about govt actions from cfp in ny by name Monicamary Strigle. whom I now use for my money management. Mid 2021 Strigle explained the benefits of long-term Treasuries and alternative investments, which the govt doesn't disclose. e.
We are very grateful to Sir Shrub for making his vast experience and knowledge available to us free of charge. His accuracy is very high and he has a great sense of humor, so I look forward to seeing his posts every day. Also, many of his friends who he often talks to on Twitter are wonderful people, and there is no doubt that following them will greatly reduce your risk. I don't have to suffer any major losses anymore.
I am a big fan of Le Shrub.
I’ve been hearing about “one more correction before we go up” all the way to a new ATH by the S&P 😂
It's a handy way of covering both bases - whatever happens, you can fit your prediction to it.
It seems to take just one or two unicorns to support the index.
Fair point, pretty sure Shrub has been bullish (i.e. not expecting a correction) for a while though.
-Jack
Recently, I've been pondering retirement, unsure if my 401(k) and IRA will provide a stable future. I've also put $800K into the stock market, encountering fluctuations with limited gains. i need an approach that will align with my risk tolerance and financial goals
Using a 401(k) or IRA is a valuable strategy for retirement planning, providing potential savings growth and tax advantages. While the stock market is promising, expert guidance is essential for effective portfolio management
Opting for an inves-tment advisr is currently the optimal approach for navigating the stock market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advis0r? I'll be happy to use some help.
’Marisol Cordova’ is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip.
It took me awhile to warm up to this program, but you've grown on me Jack. You have solid knowledge, pertinent questions and you're a good person. This was my most favorite interview to date, incredible insight from Le Shrub. Wish he'd come out of hiding.
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Elizabeth Wesley.
She is my family's personal broker and also a personal broker in many families In United States, she's a licensed broker and a FINRA AGENT in United states
Really you people know her? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading.
I'm new at this, please how can I reach her?..
she's mostly on Telegrams, with the user name.
Wesley215 💯
Fabulous session - So rich, and Jack knows his questions!! These are my Saturday coffee staples !!!
Thank you. What a relief to find this channel. Love the insights.
Good to hear from Shrub! Thank you
Great conversation. Many thanks, Blockworks.
Thank you !!!
By far one of my favorite guests ever!
IMO, your best interview ever!
Good episode, Jack
Absolutely outstanding content
What is the ticker for "Coal"
Amazing podcast
Great guy
Good guest
im dead, tamagucci and tamagochi are too good! Great interview Jack!
Excellent
@ 1.04: Are Powel and Yellen like Volker and Burns or more like "good Cop - bad Cop"....?
I like this guy.
Jack 👏👏❤️
Jason Shapiro was saying a similar thing about the russsel
If you think this is NOT 2000 and Bitcoin 2021 you really should not be on a financial advice channel! Same pattern, same talking heads saying the same exact thing.
HYGH is a purer expression to credit spread albeit less convex
Shrub is definitely in my pantheon of anonymous Europoor fintwit bros. Great interview, though I hold an opposing view to his prescription for an adjustment loosening of US mon pol
The fact about AI will be, that at first the tech firms will benefit a lot, but after a little time interval, it will be normal companies, that get improved a lot as well.
It really seems very dangerous to short right before a potential „industrial revolution“, that can kick any economic sector into high gear.
The current time will offer some surprises in the near future.
He says things probably won't go south in an election year... see 2008 and 2020.
This is exactly how I've decided to trade recently
AMAZING episode 👏
I love that he actually tells you in detail trades he has on without been all: SUSCRIBE TO KNOW MORE! 🤣
I'm a piker, but Blockworks makes me feel like a playa :)
Anonymous scares me... I like facts that come from people who are willing to stand on them with their reputation.
Imagine 8% 10 year by the end of 2024 !
you mean to tell me CRE is a slow moving dumpster fire? thanks for the giga brain take!
Who better to tell you how to form a hedge than a shrub?
oh this episode made me laugh
hahah yeah XD is Jack trying not to snooze
Surely we are nowhere near even good and started in a bull market. If so, it'd be the shortest bull cycle ever lol wouldn't even be a bull market, it'd be a blip market. Hope it keeps going up the next 12-24 months 😊
👏👏👏👏
the spice will flow period
😅😅😅
Indeed, on her period, the spice does certainly flow.
No endless ads please
With AI, the next 3 years, but at most 5 years might go very well.
There is lots of real growth to be had.
lol
Bring me a shrubbery! > nek minute..........
HAHA TITANIC LOL
He is wrong, ECB cut rates in october 2008...
yeah, the correction has been eminent for the last 2 years. lol
I remain surprised podcast and CZcams hosts have anonymous guests. Why are these gurus afraid of identification? Why must they hide behind a screen? Bizarre.
This is Daljit Dhaliwal lol
Le sheubb =
doomberg???
We are headed to a hunter gatherer civilization perhaps private(emperors) public(plebs)
Does listening to the opinion of an anonymous shrub picture count as max stupid?
This guy sounds like Joesph Wang’s alter ego…😂
Buy silver
Jack, when're you getting the hair transplant? I just dropped 3k in turkey for mine. You can interview the new Turkish central bank chair while you're here
Jack don’t need hair , he’s a stud
Insightful video. For the average investor, the stock market is the best tool for long-term wealth creation. Still, many people can’t take advantage of it because they are trying to make quick money from the stock market. I put about $200k into the market and held good positions.
It's all gunna crash
I can’t listen to anonymous speakers. Just not for me
Please stop giving Taylor Swift air time.
2028 next shmita
Buy Bitcoin
.... when it hits 9k
its not moving up because of ai.. the world is falling apart
very bad advice from this guy... he needs to open his eyes
who cares ? You just have 5 subscribers.
who have 5 subs?
COAL ???