Nice video - we live in interesting times that is for sure... system looks like it is near breaking point. Inflation will surely jump higher again with recent cuts...
The Federal Reserve seems to be using many lagging indicators to determine inflation. It seems that inflation in the US is a lot lower at the moment than the reported. I think they did well to cut rates.
Hi Sven, great video. I have a few questions: 1) Who is the USA borrowing the money from? 2) You show a correlation between inflation and FED policy, but others cite geopolitical factors as the reason for inflation (for example wars and protectionism, limiting access to cheap asian goods). Is that a factor or is it mostly monetary policy? 3) FED cites dual mandate of employment and price stability as guiding it's principle. Why are you not including the job market in your analysis?
What the Fed is doing has nothing to do with 'experimenting in MMT' , the whole point of MMT is the government doesn't need t obrrow or issue bonds to create money in the first place and that the arbitrary interest on the debt is itself inflationary and therefore counter productive whe nthe Fed tries to tackle inflation by raising rates.
Great economic video but there are non-strictly economic reasons why a country with a debt-to-GDP ratio of 120% might be in trouble while another isn't, and it is funny how to guarantee those non-economic reasons to keep debt sustainable might actually require further debt. It is a bet and it surely can go wrong but looking at Germany and other countries: it's better to win a war and have a lot of debt than vice versa.
So youtube deleted my previous comment. Wow. Anyway. Sven, how do we invest here? Real estate and gold outside USA? India? South east asia? Any safe haven't? Thank you.
Thank you very much. I gues the problem is more political than logical. By the way the core Inflation is excluding Food and Energy. So for me it is totaly worthless.
Well worthless I don’t know. They use a metric to make decisions it does not necessarily need to measure all inflation. As long as it works for decision making it is ok.
Evo te konacno natrag, falile su nam tvoje analize. Sjecas se kako ti je netko ukazao na KODT prije par godina 😜, vise nego ikad bi volio taj video ovdje iako znam da nema zanimanja za te dionice ovdje te da nece biti puno pregleda, ali bi ipak mogao 😊😊😊😊
Thanks for the video. I agree with this doomsday schenario. It's perhaps one of the worst schenarios. I hope it doesn't happen, but you never know. However, perhaps good to ask: is one investing in the US government's fiat money or in businesses?
@@Value-Investing then how do we invest, where do we put our money? How about offshore (legal) non dollar accounts like India or south east asia or outside US real estate and physical gold and/or Silver? This would be a good time to get out of market since this FED action has given us another mini rally in equities for now!!!
Didn't you project S&P 500 cumulative earnings for 2024 of 175$? You might check your own projections and assumptions in retrospect. For now, the exuberant Analysts that projected $260 earnings are way more accurate than you are
Trailing S&P500 Eps as of 3/31 were $193… Meanwhile analysts have been projecting $250 since 2021… Earnings are still roughly where they were 3 years ago.
Debt of USA gov is 35trillion dollars , the usa households hold a total net wealth/assets of 122 trillion. americans just dont like high taxes. but they can easely afford those debts if they increase taxes. But both partys prob will not do it
This is pure enternainment. Just buy the VOO and you we'll be fine. Never ever buy his research platform or waste your money on other stupid financial products.
I've missed your videos, thanks!
More to come!
Finally you are back 👍👍👍
:-)))
@@Value-Investing "Why You Can't Afford Anything!" - How The Economy Became One Big Ponzi Scheme | Raoul Pal
Worth a watch!
Nice to have you back 🙌
Hey Sven,
Thank you for coming back :)
I missed your reality check these last weeks ahah
Nice video - we live in interesting times that is for sure... system looks like it is near breaking point. Inflation will surely jump higher again with recent cuts...
Thank you Sven for all your work! 🔥
Where are you my fellow investor...? I missed you soοοοο much and your opening line that i listen to it on repeat ❤
The Federal Reserve seems to be using many lagging indicators to determine inflation. It seems that inflation in the US is a lot lower at the moment than the reported. I think they did well to cut rates.
Inflation is a tax. And again, nice to see a new video!
Hi Sven, great video. I have a few questions:
1) Who is the USA borrowing the money from?
2) You show a correlation between inflation and FED policy, but others cite geopolitical factors as the reason for inflation (for example wars and protectionism, limiting access to cheap asian goods). Is that a factor or is it mostly monetary policy?
3) FED cites dual mandate of employment and price stability as guiding it's principle. Why are you not including the job market in your analysis?
watch this! - "Why You Can't Afford Anything!" - How The Economy Became One Big Ponzi Scheme | Raoul Pal
Professor Steve Hanke from Johns Hopkin's predicting inflation is done due to flattening of M2
Another dooms day video from Sven! Economists bark market goes up.
What the Fed is doing has nothing to do with 'experimenting in MMT' , the whole point of MMT is the government doesn't need t obrrow or issue bonds to create money in the first place and that the arbitrary interest on the debt is itself inflationary and therefore counter productive whe nthe Fed tries to tackle inflation by raising rates.
Great economic video but there are non-strictly economic reasons why a country with a debt-to-GDP ratio of 120% might be in trouble while another isn't, and it is funny how to guarantee those non-economic reasons to keep debt sustainable might actually require further debt. It is a bet and it surely can go wrong but looking at Germany and other countries: it's better to win a war and have a lot of debt than vice versa.
So youtube deleted my previous comment. Wow. Anyway. Sven, how do we invest here? Real estate and gold outside USA? India? South east asia? Any safe haven't? Thank you.
Thank you very much. I gues the problem is more political than logical. By the way the core Inflation is excluding Food and Energy. So for me it is totaly worthless.
real inflation is 200 basis points higher than what the GOVERNMENT's data says :-)))
@@Value-Investing 😅
Well worthless I don’t know. They use a metric to make decisions it does not necessarily need to measure all inflation. As long as it works for decision making it is ok.
Great video Sven but isn´t this done on purpose I mean name as long as the dollar is the world reserve currency you can´t not bypass it.
Evo te konacno natrag, falile su nam tvoje analize. Sjecas se kako ti je netko ukazao na KODT prije par godina 😜, vise nego ikad bi volio taj video ovdje iako znam da nema zanimanja za te dionice ovdje te da nece biti puno pregleda, ali bi ipak mogao 😊😊😊😊
Thanks for the video. I agree with this doomsday schenario. It's perhaps one of the worst schenarios. I hope it doesn't happen, but you never know. However, perhaps good to ask: is one investing in the US government's fiat money or in businesses?
some businesses will survive, but think Berkshire with 25% of market cap in cash
@@Value-Investing then how do we invest, where do we put our money? How about offshore (legal) non dollar accounts like India or south east asia or outside US real estate and physical gold and/or Silver? This would be a good time to get out of market since this FED action has given us another mini rally in equities for now!!!
You are so right. Per Ray Dalio this will end with a big war.
as said, I hope not :-(
@@Value-Investing having world wide wars has become PROBLEMATIC since The Manhattan Project...
He’s incentivized to say so
Didn't you project S&P 500 cumulative earnings for 2024 of 175$? You might check your own projections and assumptions in retrospect. For now, the exuberant Analysts that projected $260 earnings are way more accurate than you are
Trailing S&P500 Eps as of 3/31 were $193…
Meanwhile analysts have been projecting $250 since 2021…
Earnings are still roughly where they were 3 years ago.
EPS of the SP500 have been declining for the past 3 years...
BANK stock is going up?
Debt of USA gov is 35trillion dollars , the usa households hold a total net wealth/assets of 122 trillion. americans just dont like high taxes. but they can easely afford those debts if they increase taxes. But both partys prob will not do it
Buy Gold
This is pure enternainment. Just buy the VOO and you we'll be fine. Never ever buy his research platform or waste your money on other stupid financial products.
LOL, ok go ahead :D
"Why You Can't Afford Anything!" - How The Economy Became One Big Ponzi Scheme | Raoul Pal
All the doomers and gloomers are always wrong