The U.S. Interest Rate Problem Just Flipped (Jerome Powell Changes Stance)

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  • čas přidán 31. 05. 2024
  • Jerome Powell has recently admitted that The Federal Reserve is not satisfied with current levels of inflation and is thus changing their plan for monetary policy. Instead of three rate cuts, the Fed will now hold rates as they are until they see improvements in inflation.
    ★ ★ LEARN TO INVEST ★ ★
    Get started investing on the right foot with our step-by-step investing courses:
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    ★ ★ CONTENTS ★ ★
    0:00 The Fed Flips on Monetary Policy
    2:30 Berkshire Bonanza Announcement!
    3:25 Was It Really a Shock?
    5:00 The Fed's Dual Mandate
    6:30 Is it the Fed's Fault?
    8:50 Howard Marks' Prediction is Coming True
    10:20 Does this all matter?
    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.
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Komentáře • 370

  • @NewMoneyYouTube
    @NewMoneyYouTube  Před měsícem +7

    Hopefully things don’t get too hectic in Omaha. Do any of you guys live close? How are conditions looking? Hoping you and all of your families are safe!

    • @Noah211Gaming
      @Noah211Gaming Před měsícem

      I'm landing in Omaha Thursday night and will be there the whole weekend, I'd love to say hi while I'm there!

    • @denysdorokhov6355
      @denysdorokhov6355 Před měsícem

      Looks like most of the popular comments under this video is from bots

    • @Wary_Of_Extremes
      @Wary_Of_Extremes Před měsícem

      +86.43 (1.72%)past 5 days

  • @KristinPMosher
    @KristinPMosher Před měsícem +909

    In these uncertain times, it's more important than ever to have a solid understanding of how to manage your finances, invest wisely and navigate economic downturns. But my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains, sure I'm all in on the long term game, but with my savings are lying waste to inflation and my portfolio losing gains everyday, I need a remedy.

    • @mikegarvey17
      @mikegarvey17 Před měsícem +4

      I think this is a time where financial advisors may come in handy for everyone, not just newbies

    • @ThomasChai05
      @ThomasChai05 Před měsícem +3

      you are completely right, Advisors have information and paths that are not disclosed to the public.. I profited £560k in 2022 under the tutelage of my Fiduciary-counselor. Am I selling? Absolutely not.. I am going to sit back and observe how this all plays out.

    • @mariaguerrero08
      @mariaguerrero08 Před měsícem +3

      @@ThomasChai05That's impressive! I could really use the expertise of this manager for my dwindling portfolio. Who’s the professional guiding you?

    • @ThomasChai05
      @ThomasChai05 Před měsícem +2

      My CFA ’Gertrude Margaret Quinto’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

    • @Grace.milburn
      @Grace.milburn Před měsícem +1

      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 email shortly.

  • @Patriciabanks5
    @Patriciabanks5 Před 7 dny +1011

    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.

    • @geofferymichelle340
      @geofferymichelle340 Před 7 dny +4

      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

    • @KevinClarke9
      @KevinClarke9 Před 7 dny +3

      I wholeheartedly concur; I'm 60 years old, just retired, and have about $1,250,000 in non-retirement assets. Compared to the whole value of my portfolio during the last three years, I have no debt and a very little amount of money in retirement accounts. To be completely honest, the information provided by invt-advisors can only be ignored but not neglected. Simply undertake research to choose a trustworthy one.

    • @ScottArmstrong12
      @ScottArmstrong12 Před 7 dny +3

      Impressive can you share more info?

    • @KevinClarke9
      @KevinClarke9 Před 7 dny +3

      Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’CAROL VIVIAN CONSTABLE” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.

    • @ScottArmstrong12
      @ScottArmstrong12 Před 7 dny +2

      Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.

  • @KarenLavia
    @KarenLavia Před měsícem +631

    I see the rising interest rate as a very big problem, as more investors will definitely pull out more money from the Stock market. This might have worked when I was still invest-ing with a couple thousand dollars, but it is more difficult now to decide whether to pull out more than $365k from my port-folio. I know some inves-tors still make that despite the strong bear market. In wish I could pull that feat

    • @SandraDave.
      @SandraDave. Před měsícem +2

      I think the whole thing about holding stocks for long term will always apply. So I think you should get a quality broker who is able to analyze and pick stocks that will do well in the long term, else you will be in a long bear ride.

    • @PaulKatrina.
      @PaulKatrina. Před měsícem +2

      You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a broker, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.

    • @ScottKindle-bk3hx
      @ScottKindle-bk3hx Před měsícem +2

      This sound interesting. I’m not really one to use pro analysts, but I guess it would not hurt to try one. My portfolio is in the red waters right now

    • @PaulKatrina.
      @PaulKatrina. Před měsícem +2

      Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.

    • @EddyAgnes-vy4kp
      @EddyAgnes-vy4kp Před měsícem +2

      Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.

  • @_EduardoAzevedo
    @_EduardoAzevedo Před 26 dny +726

    I'm no longer confident in my investment strategy due to the impending recession. I aim to reallocate my $250K portfolio. What's the most effective strategy to invest right now?

    • @BeverleeR.Ziegler
      @BeverleeR.Ziegler Před 26 dny

      Considering diversification is excellent. Now might be a good time to consult a financial advis0r for expert advice and seize opportunities in this volatile market.

    • @DeannaMurray-zv
      @DeannaMurray-zv Před 26 dny

      Yes, I've been in constant touch with a Financial Analyst for approximately 8 months. You know, these days it's really easy to buy into trending stocks, but the task is determining when to sell or keep. That's where my manager comes in, to help me with entry and exit points in the industries I'm engaged in. Can’t say I regret it, I’m 40% up in profits just in 5months with my initial capital of $160k.

    • @Erickruiz562
      @Erickruiz562 Před 26 dny

      That's impressive, have you always had guidance?

    • @Erickruiz562
      @Erickruiz562 Před 26 dny

      How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?

    • @DeannaMurray-zv
      @DeannaMurray-zv Před 26 dny

      I've had majority of my holdings in ETFs, tech stocks and I've had 45% increase in my portfolio, especially with Nvidia P/E (price to earnings ratio) adding few others, personally, coach Jennifer Lea Jenson take good care of my holdings.

  • @BrettaANordsiek
    @BrettaANordsiek Před 27 dny +837

    I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $150k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?

    • @Jadechurch-ql3do
      @Jadechurch-ql3do Před 27 dny

      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.

    • @Tonyham198
      @Tonyham198 Před 27 dny

      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.

    • @yeslahykcim
      @yeslahykcim Před 27 dny

      Mind if I ask you to recommend this particular coach you using their service?

    • @Tonyham198
      @Tonyham198 Před 27 dny

      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

    • @BerryRyan-gl3sm
      @BerryRyan-gl3sm Před 27 dny

      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.

  • @user-fn1kg6tx9l
    @user-fn1kg6tx9l Před měsícem +41

    This seems like the worst period.
    Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!

    • @chinyerejoseph8004
      @chinyerejoseph8004 Před měsícem

      Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to Adriana catherine
      ....

    • @WilliamAMilley
      @WilliamAMilley Před měsícem

      I agree just reached my goal of $500k monthly trade earnings. Setting realistic goals is an essential part of trading

    • @user-fn1kg6tx9l
      @user-fn1kg6tx9l Před měsícem

      Please educate me, i'm willing to make consultations to improve my situation,

    • @chinyerejoseph8004
      @chinyerejoseph8004 Před měsícem

      Yeah, I used the FIRE movement to put my finances in order. Then, I invested in stock, cryptocurrency, and real estate, though the assistance of my discretionary fund manager, adriana Catherine, who helped me make it big...

    • @user-fn1kg6tx9l
      @user-fn1kg6tx9l Před měsícem

      Please how do I find this financial counselor?

  • @EmanuelAmbriz-ml4nk
    @EmanuelAmbriz-ml4nk Před měsícem +118

    From my observation and historical market pattern, there might be a bit of turbulence in the market coming up, but here's the deal: Trying to guess what's going to happen next is less important than spreading your bets when trading and thinking long term. It's not about guessing the market's next move; it's about playing it smart and steady...managed to grow a nest egg of around 100k to a decent 732k in the space of a few months... I'm especially grateful to Kerrie Farrell, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape...

    • @swayhulio
      @swayhulio Před měsícem

      As a beginner, it's essential for you to have a mentor to keep you accountable..

    • @JasonGavino-dj6ze
      @JasonGavino-dj6ze Před měsícem

      I appreciate the professionalism and dedication of the team behind Kerrie’s trade signal service..

    • @rogercav40
      @rogercav40 Před měsícem

      I agree with you and i believe that the secret to financial stability is having the right investment ideas to enable you earn more.

    • @Jovenoli
      @Jovenoli Před měsícem

      Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades...

    • @KellarHalen
      @KellarHalen Před měsícem

      She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing..

  • @simone_maya
    @simone_maya Před měsícem +190

    my husband for past 30 years has always been self managed and owns 3 shares of Berkshire Hathaway Class A stock (BRK:A) which he bought in at about $17,000 during the mid 90s, we are currently liquidating some of these positions to incoporate new Gen. Stocks, but am we better off re-investing into Gold as it seems stocks are a little too unstable right now.

    • @clintscott3300
      @clintscott3300 Před měsícem +3

      Invest in real estate, ETfs and high-yield savings account.

    • @benalfredo
      @benalfredo Před měsícem +4

      Just buy Gold and protect your assets, the stock market is a rollercoaster.

    • @_davidturner
      @_davidturner Před měsícem +2

      The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on Etfs and actively managed funds. I am up by 418% in 1 year under guidance.

    • @FranciszekPawal
      @FranciszekPawal Před měsícem

      I fired mine 17yrs ago. now I am beginning to see the benefits, how do I get one? Considering your point I won’t want to get into a bubble. Can you recommend any?

    • @_davidturner
      @_davidturner Před měsícem

      monica mary strigle is hot topic even among finance elites in lower manhattan. browse, you’d find necessary details.

  • @asharhakim1
    @asharhakim1 Před měsícem +79

    Labor market is strong because everyone gotta work two jobs to keep up with inflation, it’s a circular argument

    • @sociolocomtsac
      @sociolocomtsac Před měsícem +4

      Then people wouldn't spend so much, increasing inflation, but consumption is doing fine. A lot of re-shoring, retirements, plenty of jobs. Those with no assets, no skills, and fixed income are hurting, but the rest are doing better than ever.

    • @newyear8961
      @newyear8961 Před měsícem +5

      If you look at the data most new jobs are from the Government (77,000) and service(72000) which is not good.

    • @epotnwarlock
      @epotnwarlock Před měsícem +2

      @sociolocomtsac hows la la land, never been

    • @rogerstarkey5390
      @rogerstarkey5390 Před měsícem +1

      ​@@sociolocomtsac
      So the people who need it most are screwed, but those who have spare capital over and above their earnings potential are "laughing"?
      .
      That's a recipe for.... Let's call it social divide?

    • @jeanpaulkassdale
      @jeanpaulkassdale Před měsícem +1

      No, it means businesses can afford to pay that many employees.

  • @AUstinnesc
    @AUstinnesc Před měsícem +95

    While this provide an actual strategy on investing and how to value stocks. After buying stocks for just over 3 years, i'm struggling to make gains. How do i adjust or revamp my 250k portfolio? Should i consider some defensive investments?

    • @maddysys
      @maddysys Před měsícem +2

      In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. looking at the worth of your portfolio, you should consider financial advisory

    • @richiesteve1250
      @richiesteve1250 Před měsícem +1

      Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. All thanks to my advisr. We are currently working on a 7 figure ballpark goal, tho this could take another year. IMO, financial advisors are the most sought-after professionals after doctors.

    • @corrySledd
      @corrySledd Před měsícem +2

      That's truly remarkable. I hope you don't mind pointing me towards their direction.

    • @richiesteve1250
      @richiesteve1250 Před měsícem +5

      AMBER KAY WRIGHT is who i work with and she is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.

    • @corrySledd
      @corrySledd Před měsícem

      I looked up her full name online and found her page. I emailed and made an appointment to talk with her; hopefully, she gets back to me.

  • @jonathantaylor6926
    @jonathantaylor6926 Před měsícem +29

    No way the FED can cut. My dogs bag of dog food just went up by 19.2%. That sort of price hike would be unheard of several years ago. The more I thought about it dog food is actually a good indicator for inflation. It has several inputs of different grains and proteins (meats) has to be manufactured (usually domestically) and it's heavy and bulky to ship. So it takes into account several different commodities, labor and shipping/distribution cost.

    • @justgeneric2876
      @justgeneric2876 Před měsícem +1

      That’s greedflation, the commodity price didn’t rise that much

    • @Wary_Of_Extremes
      @Wary_Of_Extremes Před měsícem

      why do I get this for s&p 500:
      +86.43 (1.72%)past 5 days
      ??

    • @mugnuz
      @mugnuz Před měsícem

      a totally new approach to the big mac index. but maybe source more data on ingredient prices and not just for one dog food brand...

    • @moabman6803
      @moabman6803 Před 29 dny +1

      Greedflation isn't a thing. If you raise costs, someone else will undercut you and you lose business.

    • @mugnuz
      @mugnuz Před 29 dny

      @@moabman6803 well sure if they dont do a deal with each other. in europe it was totally a thing. you could watch the production and ressource prices and food fould still be much more expensive

  • @benitabussell5053
    @benitabussell5053 Před měsícem +230

    Investor skepticism surrounds the Fed's plan to maintain interest rates until inflation stabilizes. Personally, I'm unsure about investing $150k in my stock portfolio. I seek advice on the optimal strategy for navigating this market.

    • @A_francis
      @A_francis Před měsícem +3

      The issue is most people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt, no offense. In general, Financial Consultants are ideal reps for investing jobs, and at firsthand encounter, since Jan.2020, amidst covid outbreak, my portfolio has yielded massively in ROI, summing up to 7-figures as of today.

    • @Debbie.Burton
      @Debbie.Burton Před měsícem +2

      That's truly remarkable. I hope you don't mind pointing me towards their direction.

    • @A_francis
      @A_francis Před měsícem +1

      She goes by ‘’Sharon Lynne Hart” 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.

    • @denysdorokhov6355
      @denysdorokhov6355 Před měsícem +4

      Wow, haven't seen a bot having so many likes before

  • @siksik7346
    @siksik7346 Před měsícem +6

    They keep printing and sending it abroad by the billions but certainly that doesn't influence inflation.

  • @cleveranwitty811
    @cleveranwitty811 Před měsícem +46

    It's difficult to understand why the Fed was considering cutting. When a gallon of milk is almost $10, doesn't take a genius to know inflation is spiraling out of control.

    • @sauercrowder
      @sauercrowder Před měsícem

      People don't want deflation either, so the prices are here to stay.

    • @eslnoob191
      @eslnoob191 Před měsícem +12

      They know that their words have a huge influence on the hordes of day traders out there. They want to get inflation under control but they don't want the market to crash in the process. So they have to "drunken boxer" their way through the news cycle.

    • @gotseoul123
      @gotseoul123 Před měsícem +4

      Where are you paying that for milk? I've been paying like $3 for a while.

    • @miv366
      @miv366 Před měsícem +5

      where are you buying your milk?

    • @cleveranwitty811
      @cleveranwitty811 Před měsícem +4

      @@gotseoul123 In California Milk is over $8 a gallon. If you want to buy organic it's $10.

  • @koset
    @koset Před měsícem +9

    Your analysis is very useful to me. Your channel is one of my favorites. Thanks.
    😊

    • @Wary_Of_Extremes
      @Wary_Of_Extremes Před měsícem

      why do I get this for s&p 500:
      +86.43 (1.72%)past 5 days
      ??

  • @user-jy4xc3ou1z
    @user-jy4xc3ou1z Před měsícem +74

    Good no rate cuts. I need the market to crash.

    • @Captain_Cinnamon
      @Captain_Cinnamon Před měsícem +8

      Even the market needs the market to crash, as do the rich. Thats why they advocate no rate cuts

    • @giovannifrrri5495
      @giovannifrrri5495 Před měsícem +4

      Without rate increases it's not going to much...

    • @danielskate117
      @danielskate117 Před měsícem +1

      GL with that, you don't know or understand much.

    • @PeterParker-wj3cr
      @PeterParker-wj3cr Před měsícem

      @@Captain_Cinnamon Yup! The wealthy are sitting on a pile of cash. They want the market to crash. So they can go shopping. I also want a significant crash. But obviously i don't have a lot of dry powder to make a life changing difference...ugh

    • @user-jy4xc3ou1z
      @user-jy4xc3ou1z Před měsícem +4

      @@danielskate117 yea you the type of dude to buy high sell low.

  • @misterbeach8826
    @misterbeach8826 Před měsícem +4

    Isn't the Fed's decision based on the experience in the 1970s? The Fed cut interest rates back then too soon, multiple times. Inflation went up again; they reacted with even higher interest rates, with interest rates skyrocketing eventually up to 20 %, if I recall correctly.

  • @jaimekatz6645
    @jaimekatz6645 Před měsícem +5

    Great video, as always. 😊

  • @austinbar
    @austinbar Před dnem +5

    Increasing interest rates will probably result in an increase in bank failures as their treasuries and commercial paper lose value. An interest rate freeze must be put in place to stop a serious economic downturn. In order to reduce fuel prices, the White House should also aid the industry in increasing petrol and oil output. The anti-oil stance just drives up energy prices, which causes inflation across the economy. The economy will prosper and inflation will decline if interest rates are lowered, the money supply is constrained, government spending is decreased, and more affordable fuel is made available. Unfortunately, a number of competing agendas make it unlikely that all of these steps will be put into action, which will cause a recession and ongoing inflation.

    • @rogerwheelers4322
      @rogerwheelers4322 Před dnem +5

      It is critical for everyone to prioritise investing in a variety of income streams that are independent of the government in light of the ongoing global economic crisis. Investigating stock, gold, silver, and digital currency opportunities is part of this. Despite the difficult economic climate, now is still a good time to think about making these investments.

    • @joshbarney114
      @joshbarney114 Před dnem +5

      This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over half a million dollars.

    • @FabioOdelega876
      @FabioOdelega876 Před dnem +4

      I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.

    • @joshbarney114
      @joshbarney114 Před dnem +5

      I definitely share your sentiment about these firms. Finding financial advisors like Marisa Breton Dollard who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

    • @FabioOdelega876
      @FabioOdelega876 Před dnem +3

      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.

  • @dennisb7930
    @dennisb7930 Před měsícem

    Great video plane n simple approach to getting interest rates n inflation rates at a comfortable level

  • @lancewig
    @lancewig Před měsícem

    Some great articulations on this video. I always enjoy the content.

  • @bertblue9683
    @bertblue9683 Před měsícem +74

    We are in stagflation. Until the government stops runaway spending, rates won't fix a damn thing.

    • @ace9840
      @ace9840 Před měsícem +3

      Agree. They can’t fix it. That ship sailed long ago.

    • @yldrmcs
      @yldrmcs Před měsícem

      Yet the government spends the budget like there’s no tomorrow

    • @typeviic1
      @typeviic1 Před měsícem +8

      They never will stop runaway spending. One of the worst outcomes of capitalism is the invention of Modern Monetary Theory (quantitative easing). Print fiat currency forever. Sad.

    • @sauercrowder
      @sauercrowder Před měsícem +6

      We do not have high unemployment or slow growth. The situation is not that complicated. People are pushing the fed to lower rates for their own financial gain, but right now everything is working as designed for the soft landing. I don't think anything is really wrong, there was just a speculative bubble forming in the market around rates being lowered.

    • @ace9840
      @ace9840 Před měsícem

      @@typeviic1 Capitalism didn’t create that. And there’s nothing modern about other because its been happening since theres been currencies. MMT = Currency Debasement.

  • @MostlyPeacfulRiots
    @MostlyPeacfulRiots Před měsícem +20

    'Consumer spending is still growing and healthy'
    Also ' Consumer debt continues to reach record #s'
    'Job growth is healthy and consistant'
    Also 'More Americans working 2 or 3 jobs than any point in history'

    • @will4417
      @will4417 Před měsícem +1

      Consumer spending hasn't been healthy in decades. It's driven by debt and protectionism to prevent more competitive products from foreign nations.

    • @MostlyPeacfulRiots
      @MostlyPeacfulRiots Před měsícem +1

      @will4417 just because consumer spending has sustained and even grown through QT, doesn't mean it's organic or healthy. That was the entire premise of the comment 😉 .

  • @ellinorpettersson
    @ellinorpettersson Před měsícem

    Great video as always!

  • @FinanceCrystal99
    @FinanceCrystal99 Před měsícem

    thanks!

  • @ace9840
    @ace9840 Před měsícem +8

    In the past GDP use to be made up from capital expenditures, production and savings. Now 70% or more of the GDP is made up of consumer spending. And if the majority of people financially strapped or worse not hard to see how this ends.

    • @serena-yu
      @serena-yu Před měsícem

      Capital expenditures, production and savings have moved to China 🤣

    • @ace9840
      @ace9840 Před měsícem

      @@serena-yu Yup thanks to Clinton passing NAFTA and pushing For China to be allowed to join the WTO.

    • @rogerstarkey5390
      @rogerstarkey5390 Před měsícem +1

      ​@@serena-yu
      Someone "Sold the family Silver"

  • @paulking5199
    @paulking5199 Před měsícem +1

    The ironic thing is that the fact they're saying inflation is too high and cuts are unlikely may reduce spending and lower inflation, which increases the odds of cuts. This is why it's so ridiculously hard to predict interest rates. Whatever the Fed says will have an impact on inflation and change rate projections.

  • @womp6338
    @womp6338 Před měsícem +2

    10:56 "if you spend 13 minutes a year on economics, you've wasted 10 minutes"
    video is 13 mins long lol

  • @tilman9084
    @tilman9084 Před měsícem +5

    love your videos 👍🏻

  • @psychoplayz8973
    @psychoplayz8973 Před měsícem

    Very nice video!

  • @dixter1652
    @dixter1652 Před měsícem +4

    we need to see the 10yr bonds go to at least 6% or higher....

  • @MC-gj8fg
    @MC-gj8fg Před měsícem +11

    Rates to the moon! Can we get some 1980's 16% action? My money wouldn't mind locking into a safe position with double the return of the S&P. That should make for a cozy retirement.

    • @Jokibinary
      @Jokibinary Před měsícem

      It will chaos u ned to adapte in 3% inflation

  • @Raymondcraw1967RaymondCrawley

    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.

    • @FaithAndrada-xo9ou
      @FaithAndrada-xo9ou Před 14 dny

      Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks

    • @BrewerVera
      @BrewerVera Před 14 dny

      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.

    • @AndersonFair-cy2bb
      @AndersonFair-cy2bb Před 14 dny

      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.

    • @AndersonFair-cy2bb
      @AndersonFair-cy2bb Před 14 dny

      She appears to be well-educated and well-read. I ran a Google search for her name and came across her website; thank you for sharing.

  • @gonebymidnight2881
    @gonebymidnight2881 Před měsícem +2

    I don’t think the market is pricing in rate cuts at this point.

  • @azizpunja6538
    @azizpunja6538 Před měsícem

    Love your videos and thinking
    I am a BIG fan

  • @calboy2
    @calboy2 Před měsícem

    would you pay 35 price to earnings for MSFT?

  • @faithpeace5093
    @faithpeace5093 Před měsícem +1

    A new subscriber 😅

  • @willgale7187
    @willgale7187 Před měsícem

    Love to see it, that peter lynch quote is great

  • @Vandalistt_
    @Vandalistt_ Před měsícem

    I appreciate and often enjoy watching your content. Your production quality is second to none and I love your coverage on 13F filings etc. However I just wanted to point out that albeit your style of investment largely aligns to value investing, it is just that, a strategy based on identifying if the market has missed price intrinsic value. However when you emphasis the idea that spending 13 minutes on macro is a waste of time, I disagree, as macro economic investing is just a different strategy and I would argue just as effective considering it’s hands off passive nature.

  • @bobthebuilderhecanbuildit
    @bobthebuilderhecanbuildit Před měsícem

    I’m an “always be buying” kinda guy, and I use seeking alpha’s quant system to choose
    I look at macro because when things look a bit more bleak (like now), I invest in more Value stocks, while when things are looking good, I invest in more Growth stocks. I dont change my strategy very much, but a decent amount.
    Curious of New Money’s opinion on that

    • @SuperLari1234
      @SuperLari1234 Před měsícem

      There’s no such thing as a “Growth” or “Value” stock. They’re both parts of the same equation

    • @bobthebuilderhecanbuildit
      @bobthebuilderhecanbuildit Před měsícem

      @@SuperLari1234 some companies are attractive because of their valuation while others because of their growth prospects

  • @isaacl6402
    @isaacl6402 Před měsícem +1

    My thoughts.
    Is the fed gonna risk raising rates and sending the economy into recession over being 1% off their inflation target? No
    Are they going to keep rates where they are long enough to send the economy into recession over being 1% off their inflation target? No.
    We may not see many cuts this year but I don’t think we’ll see any hikes
    All in all. As people get scared and equities drop. You should be buying in to set yourself up for when they do finally lower rates

  • @matejsvec4451
    @matejsvec4451 Před měsícem

    They should impact your position sizing, not how you pick stocks.
    Lower bets on riskier stocks

  • @SocialWarriorClub
    @SocialWarriorClub Před měsícem +5

    Another Bank collapsed last Friday!
    Great start for 2024!
    More to follow…

  • @A.N.N.E.X
    @A.N.N.E.X Před měsícem +1

    Shout out Nas 100 anything could still happen but inflation has been super sticky I wouldn’t get my hopes up for rate cuts this year but it shouldn’t be anything too drastic as long as inflation doesn’t rise or maintains.

  • @arto1313
    @arto1313 Před měsícem +3

    they may even rise interest rates

  • @EnesKaraboga
    @EnesKaraboga Před měsícem +2

    I loved the graphh at 12:04. Awesome visual work man!

    • @will4417
      @will4417 Před měsícem +2

      It needs to be adjusted for inflation. Nominal amounts in a high inflationary period are pointless.

  • @richardjackson9725
    @richardjackson9725 Před měsícem +1

    Always surprised how wrong the market gets interest rate predictions. Anyway if we can get offered better prices in good stocks in the coming weeks I’m good with that. Government debt however is a major concern.

    • @Wary_Of_Extremes
      @Wary_Of_Extremes Před měsícem

      They only have a few tools, and maybe they want to keep things a bit secretive so they don't 'self fulfilling prophecy' themselves into a bad spot

  • @ljkmEG
    @ljkmEG Před měsícem

    Hey Brandon!, bumped into you this morning (30/04) at the lobby of Holiday Inn hotel Sydney 😂. Big fan !!

  • @LucaPainOfficial
    @LucaPainOfficial Před měsícem +1

    If the commercial lending estate problem is a real thing I think it’s the only reason the could possibly lower interest rates

  • @jeffreycheng5984
    @jeffreycheng5984 Před měsícem +10

    "The Federal Reserve System is not Federal; it has no reserves, and is not even a system at all. But rather an international criminal syndicate."- Eustace Mullins.

  • @Ermz
    @Ermz Před měsícem

    10:20 this is very wise advice. People get caught up in the macro hysteria and miss the gold nugget sitting right in front of them. Just pick it up and wait.

  • @Wary_Of_Extremes
    @Wary_Of_Extremes Před měsícem +1

    why do I get this for s&p 500:
    +86.43 (1.72%)past 5 days
    ??

  • @jfresh2054
    @jfresh2054 Před měsícem

    Will the prices of houses keep increasing? For example, 20 years?

    • @moabman6803
      @moabman6803 Před 29 dny

      Yes. Housing demand is high, supply is low. Millions are moving to America causing Housing demand to increase.

  • @roberthutchins9246
    @roberthutchins9246 Před měsícem +1

    Baghdad Bob

  • @invierteconyael
    @invierteconyael Před měsícem +1

    This 5% down is not because of Powell, the market can’t go just up it goes down a little and then it continue going up,on the 2020-2021 rally the market went down a lot of times more than 5% and that was a bull run like few others, even if rate cuts were done the market would have loose some value to take force.

  • @AutumnGracy
    @AutumnGracy Před měsícem

    Me, watching a bunch of US economic inflation issue videos, after having just watched yet another Disco Elysium playthrough: Oh god, I'm the Sunday Friend

  • @henkbotha3649
    @henkbotha3649 Před 5 dny

    Your story about the Fed and the greatest business minds of America makes me think of a You tube story that I watch some time ago. Not sure who told the joke, but it is. A Native American Indian chief bought himself a house next to a Meteorologists.
    Planning for the winter and gathering wood and not knowing the climate and local weather he was wondering if he had enough wood. So, without introducing himself he phones his neighbor meteorologist and ask him how cold the winter is going to be. The meteorologist told him he thinks it's going to be colder than the last winter and again the Chief goes and gather more wood and stack it away.
    Again, the chief still wondering if he had enough wood phone his neighbor the meteorologist and ask him again how much colder the winter is going to be, and the meteorologist told him he thinks it's going to be the worst winter they ever saw.
    How do you know that the chief asked him. Well said the meteorologist, an Indian chief had move into the house right next to me and the way he gather wood for the winter is no joke.

  • @ianmackenzie8831
    @ianmackenzie8831 Před měsícem

    As Peter Lynch says "If you've spent 13 minutes thinking about macro economics, you've wasted 10 minutes."

  • @ottokirk2325
    @ottokirk2325 Před měsícem +1

    Job gains numbers always receives dramatic revision. Every time.

  • @imstevemcqueen
    @imstevemcqueen Před měsícem +1

    Counting gov't spending in GDP is fun

  • @serena-yu
    @serena-yu Před měsícem

    All the speculation is still there, waiting for an interest rate cut to rush back into the market. A rate cut cannot proceed without stagflation until something gives.

  • @sethuchiha22
    @sethuchiha22 Před měsícem +2

    😂 guess we aren't getting that soft landing they were promising

  • @LalaPala-ml2or
    @LalaPala-ml2or Před měsícem +2

    How can a non-economist run FED is beyond my mind

  • @Nikobaeus
    @Nikobaeus Před měsícem +3

    New Money is very informative, whilst being straight forward. I love this guy

  • @lindahoyt1368
    @lindahoyt1368 Před měsícem +1

    How can this guy quote Buffet so much when he doesn't get WHY the Fed funds rate matters? As someone that has attended courses at Columbia, when inflation is NUTS commodities do well. THAT is why people pay attention the inflation does well. Disappointing...

  • @Truthcanbeconfusing
    @Truthcanbeconfusing Před měsícem

    Drink every time this video says confidence. Don't die

  • @youtubesucks8024
    @youtubesucks8024 Před měsícem +7

    We need deflation to get back on track.

  • @EdisonOuyang
    @EdisonOuyang Před měsícem

    It's more complicated than Lych's time, due to the debt level. We all know US can't afford really that high rates any more.

  • @mrECisME
    @mrECisME Před měsícem

    He said "0-2%" is an emergency measure." In other words expect 0-2% interest rates in the next year.

  • @mikecole1664
    @mikecole1664 Před měsícem

    Great video as usual. Could do without sugar **** Mel 🤢

  • @jbell0243
    @jbell0243 Před měsícem

    Jerome Powell needs to express how difficult bringing inflation below 2% will be with trillions in deficit spending hitting the system.

  • @paulevans2246
    @paulevans2246 Před měsícem

    👍

  • @tronowolf
    @tronowolf Před měsícem

    The year of DCA value investing has begun.

  • @grzegorzmilanowski6782
    @grzegorzmilanowski6782 Před měsícem

    In the meantime, people from IT are going back to their previous professions since they can not find a job for months. How is it?

  • @starfalcon2
    @starfalcon2 Před měsícem +5

    Jerome Powell said we need more data...

  • @cssims1981
    @cssims1981 Před měsícem

    They didn’t flip, they were never going to to cut

  • @Scottweeier846
    @Scottweeier846 Před měsícem +36

    You work for a 40yrs to have $1m in your retirement, meanwhile some people are putting just $10k in a bitcion coin for just fe months and now they are multimillionaires thanks to Gloria Robinson

    • @Jessecote875
      @Jessecote875 Před měsícem

      Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.

    • @Nguyenvictory83
      @Nguyenvictory83 Před měsícem

      She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states

    • @Josephbasta827
      @Josephbasta827 Před měsícem

      You trade with Gloria Robinson too? Wow that woman has been a blessing to me and my family.

    • @Charlottehornets4
      @Charlottehornets4 Před měsícem

      I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills

    • @Scottweeier846
      @Scottweeier846 Před měsícem

      she's mostly on Telegrams, using the user name

  • @panamahub
    @panamahub Před měsícem +3

    Now that the economy is good Jerome should raise a bit more just to troll everyone 😂

  • @coldstone87
    @coldstone87 Před měsícem

    Govt spending has to stop. Thats the only way out

  • @andreaisonline
    @andreaisonline Před 29 dny

    Jamie Dimon discussing democracy is very ironic. He wields disproportionate power in democratic systems, leading to undermining the democratic process. Corporate lobbying, campaign financing, and the revolving door dynamics between government and Wall Street are just a few examples of how financial interests influence political decision-making to serve their own agendas, often at the expense of democratic ideals. He's the same guy advocating for causes that raise concerns: urging action on the conflict in Ukraine and pushing for an immediate transition to green energy, regardless of how it may impact people's livelihoods.

  • @LittUpClips
    @LittUpClips Před měsícem +1

    Time to buy cheap. Soon. :)

  • @cubiczirconiabeard5366
    @cubiczirconiabeard5366 Před měsícem

    5 minutes to say unemployment is historically low and inflation is high, so no rate cuts.......way to go JP ! you could figure that out when you bought groceries.! !

  • @LegendofDestinyV2
    @LegendofDestinyV2 Před měsícem +1

    Are your eyes okay?

    • @masterjointu
      @masterjointu Před měsícem +2

      Drinking and clubbing is difficult 😂

  • @venil82
    @venil82 Před měsícem +1

    No subtitles for external speakers this time?

  • @nikigeorgiev7942
    @nikigeorgiev7942 Před měsícem

    They are going to cut prepare for it

  • @nerdlord2411
    @nerdlord2411 Před měsícem

    Bro the S&P500 is up 2.26% over the past week (5days). Not sure which timeline you are in where it's down 5%.

    • @Wary_Of_Extremes
      @Wary_Of_Extremes Před měsícem

      Yeah, an etf I know/use for it is up, and s&p chart is up
      +86.43 (1.72%)past 5 days
      with a quick google search...

  • @omarpzk2479
    @omarpzk2479 Před měsícem

    Yes please. I would love a video that does a deep dive on the AMS91K project

  • @Dronzer9999
    @Dronzer9999 Před měsícem +1

    Worst case scenario is Fed decides to keep Interest rates at the same level till next year, the economy starts slacking downwards and Inflation comes around 2.5 level and the fed starts cutting the interest rates but the effect of the cuts takes longer and the economy goes into a downward spiral.

  • @HannesGarcia-qd4me
    @HannesGarcia-qd4me Před měsícem

    I’ve heard Amazon is killing it with AMS91K

  • @dianesullivan5338
    @dianesullivan5338 Před 28 dny

    America is currently plagued by the hydra-headed evil duo of inflation and recession. The worst part about this recession is that consumers are racking up credit card debt. In April alone, credit card debt went up 20% while rates have doubled in a year. Inflation is so high that consumers are literally taking debt for basic life necessities. Collapse has indeed begun...

    • @beafoster747
      @beafoster747 Před 28 dny

      Even in this whirlwind, there are chances to be had, thus an increase in volatility is not always a bad thing. You have an opportunity to rebalance thanks to volatility. In order to help you diversify your portfolio, you must hire a professional

    • @PennyBergeron-os4ch
      @PennyBergeron-os4ch Před 28 dny

      The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment..

    • @HildaBennet
      @HildaBennet Před 28 dny

      Hi Mate, please how can i reach this CFA of yours?

    • @PennyBergeron-os4ch
      @PennyBergeron-os4ch Před 28 dny

      SONYA LEE MITCHELL is the manager I use. Just research the name. You'd find necessary details to set up an appointment.

    • @HildaBennet
      @HildaBennet Před 28 dny

      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 email shortly

  • @Mr-sweeny
    @Mr-sweeny Před 5 dny

    The FED lowered its inflation objective to less than 2% in 2012. They changed the target to a long-term average of 2% inflation. Because long-term interest rates are set at inflation plus a profit margin, the implication is lower interest rates. I consider the current rising interest rate to be a very serious issue it will cause more investors to withdraw from the market. But then despite the severe bear market, I am aware of certain investors that continue to earn over $365,000. Wish I could accomplish that.

    • @PhilipDunk
      @PhilipDunk Před 5 dny

      Very possible! Particularly in this weak market. There are several opportunities to generate excellent returns, but such intricate transactions can only be carried out by seasoned market professionals.The FED lowered its inflation objective to less than 2% in 2012. They changed the target to a long-term average of 2% inflation. Because long-term interest rates are set at inflation plus a profit margin, the implication is lower interest rates. I consider the current rising interest rate to be a very serious issue it will cause more investors to withdraw from the market. But then despite the severe bear market, I am aware of certain investors that continue to earn over $365,000. Wish I could accomplish that.

    • @PatrickLloyd-
      @PatrickLloyd- Před 5 dny

      I totally agree, it's been three years and counting, and I've made over 1.7 million by simply following a coach's advice. I was on the sidelines for a while watching, trying to determine the best time to get in, before I came across a coach, recommended by my wife. I was reluctant at first but I went ahead and contacted the coach. As a small reward for my consistency, I went on a trip to the Bahamas in the late summer.

    • @mikeroper353
      @mikeroper353 Před 5 dny

      This sounds interesting. My portfolio is in the red. Can you recommend your analyst, please?

    • @PatrickLloyd-
      @PatrickLloyd- Před 5 dny

      Her name is Amber Dawn Brummit can't divulge much. Most likely, the internet should have her basic info, you can research if you like

    • @mikeroper353
      @mikeroper353 Před 5 dny

      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 email shortly.

  • @tylersarasin1980
    @tylersarasin1980 Před 2 dny

    They need to cut rates bc the us debt is going to roll over

  • @simonunion4657
    @simonunion4657 Před měsícem

    In a few months rents will come down in US which is a large part of CPI and all the talking heads will be we need cuts now 🤣

  • @Wazaaaaaaaa68
    @Wazaaaaaaaa68 Před měsícem

    I've been invested in AMS91K since 24hrs. So for me it's not a question of whether to buy.

  • @dakota.logantx30
    @dakota.logantx30 Před měsícem

    The labor market is strong because a lot of us have to get a second job to survive your B.S. with inflation. Our wages didn't increase that much. We need deflation at this point.
    The baby boomer generation is sitting nicely while every other generation is struggling.

  • @farcasmihai
    @farcasmihai Před měsícem +1

    ... this video is about 13 minutes, so did I just waste 10 minutes?

  • @rapatel1642
    @rapatel1642 Před měsícem

    Pump up supply of goods to deflate the economy.

  • @Michael_NV
    @Michael_NV Před měsícem

    Why did he announce rate cuts last year and caused this bull run!? Very unprofessional.

  • @verokitkat7142
    @verokitkat7142 Před měsícem

    no confidence 😂😂😂😂😂🥲😪😮‍💨😭😭😭😭