A crash and bullish market provides equal high-yield potential, it's all about information and strategy application, I've seen folks make huge 7figure profit in a crashing market and pull it off much easily in a bull market Unequivocally the crash/recession is getting somebody somewhere rich.
On occasion you can beat the market with blind luck, but I wouldn't depend on it. Having a science background there is a saying, 'Luck favors the informed', I've found it to be true, allowed me in great part to retire early.
Well politicians for certain are gaining off the crash, and true the average individual could profit off a crash but such high-grade investing come with equal risk which can only be managed by a proper pro or expert..
@@selenajack2036 Who is your coach if this is not too much i'm asking? I've been looking into advisors lately myself, my retirement plans are going down the drain, my 401k has particularly lost everything gained since 2019.
@@evitasmith6218 My financial-coach is “ELEANOR ANNETTE ECKHAUS“, this lady knows what the heck she's doing. In terms of portfolio diversity, she's a genius. You can glance her name up on the internet and verify her yourself. and as well to connect with her.
Powell said in the last meeting and interview the Fed will continue to clear their books for “a couple of years”. He also said that the pause after the rate hikes will last throughout 2023.
I’m only a few mins in but I already like this guy: Sounds like he made a lot of money last year but he’s rocking a $200 couch off Craigslist and still has what might have been a crappy Christmas tree up. Dude prolly knows how to handle money lol
Great episode. @MacroAlf should watch this haha. Alf argues that he is right and the market is wrong 😂. What a rookie. The market is always right Alfie. This interviewee gets it. Is nimble, is ready to be proven wrong. Is not stubborn. Great guy.
Last week definitely didn't go Alfs way, but I think it's too early to say who's right and who's wrong. 🤔 especially with the markets doing what they did today. Let's see what happens after Tuesday, markets might agree with him after all. And if positive data keeps lining up, I'm sure Alf will adjust.
@@konstantinkostakiev7808 this is exactly the issue with him. He tries to be right. The market is not about being right or wrong, it's about making money or not. Alf has been discounting any positive data point or information as "rigged" "wrong" "deceiving" etc. instead of keeping an open mind and being nimble. He is extremely stubborn and wants his doctrine views to come true. Yes, it might happen, but there are only two outcomes here, and at some point every broken record will be right. He is not in the game of making money, he is in the game of wanting to be right. Very bad attributes for an investor. Basically gambling.
Jack, unless I missed it, I didn't hear Neal didn't mention the Treasury's drawdown of the TGA to deal with the debt limit and how that is impacting overall liquidity. Seems to me that might be relevant to his thesis, to the extent it may be neutralizing Quantitative Tightening by the Fed.
If he’d been in the business in 81/82 like I was he would have missed the beginning of the biggest bond bull market in history. Money markets paid nearly 20% while 10 year treasuries peaked at about 14%. The play was to buy the 10 year which absolutely soared in value while money fund yields plunged. He wouldn’t have gone into long term debt because it wouldn’t have appeared rational. But he’s probably right about the liquidity drain. Unfortunately so much depends on Powell and he’s no Volcker. I can say that with certainty. Just no comparison.
“I’m not in the being right business” is such a brutally stale cliché. You make money by being right, but whatever. Even if I grant it, it’s certainly not worth spending several segments incessantly repeating.
I guess I'm looking at inflation wrong. Month over month the inflation rate is low. So "at the moment" new 2 yr Treasury Notes don't seem to have real negative interest rates.
good interview but Neal trusts the data too much, employment numbers aren't a good data point due to participation rate and other ways the numbers can be skewed, don't just trust data
Your ad where you apologize for that ad for most of the ad, is funny. I got nothing against crypto; other than it not making any real sense to me as an investment.... Good luck to those who think it does :)
He probably sold put options on the ponzi sector, not on the defense contractors, healthcare and energy sectors, and he probably kept his oil futures and physical uranium. For the "shorting bonds" aspect, how do ordinary investors do that? It's not like I can borrow one of those negative-yielding german bonds and just sell it, hoping its price drops, to buy it back later, who pays the negative interest rate to who in that scenario? It's too confusing.
He didn’t get lucky. Actually, his simple and successful approach shows just how dangerous the unintended repercussions of MMT. This time, when the market continues to drop, when fraud continues to be exposed, when the zombie catch a bullet to the head…they will step away and whisper “no”.
@@chaigtin259 He probably *bought* puts on the ponzi sector you mean. To short bonds you could buy puts on something like TLT, and I'm sure there are more sophisticated ways of doing it involving futures contracts that are above my head.
Calling it a suckers rally could be right on an undefined time-frame. Bear markets are shorter than bull markets. 10 yr liquidity = asset bubble and now illiquidity will just do the opposite, is a whim. You are discounting all the productivity gains, New participants, new income etc, that drive forward PEs. This is armchair talk and there doesn't seem to be real money behind this thesis.
do you discount lost buying power, inflation, shift to storing commodities, high oil prices being new normal, productivity wasn't shared with workers since 1970 and era of outsourcing own ppl work to 3rd world will end because it was never sustainable they try to virtualize world put people in their gettoes and connect everything mobile by controlled data streams but reality is falling liquidity, lack of dollars, struggling of developing world, destabilisation growing everywhere in the world just to prop up artificially American Titanic or better to say Olympic.
@@szymonbaranowski8184 I am forcing myself to re-engage. What loss of buying power? What abiut the free checks ? What about the massive amount of money saved in commute? What about the new skills earned while "working from home"? All that excess has caused the prices to be up along with supply issues. Where do you see signs of recession?
I love the energy and efforts you always put in your videos. The crypto/stock market can be very tricky especially for newbies. If it hadn’t been with the help of my broker Mrs. Julia David, whom I can’t thank enough. I had already given up on crypto/stock after losing so much money.
The stock market has been a really tough one this past year, but I watched an interview on CNBC where the anchor kept mentioning " FLORENCE YAGODA ". This prompted me to get in touch with her, and from August 2022 till now we have been working together, and I can now boast of $540,000 in my trading portfolio.
@@szymonbaranowski8184 punk!...I don't do leverage trading,I hodl,but I can bet you suckers that we are not in a sucker rally just wait for the market to reverse in some few days.
@@szymonbaranowski8184 they just tell themselves they're DCA Investors once the trade goes against them enough. Trader - - - DCA - - - HODL - - - Rekt... "Markets are manipulated"
![ALLY - OH MY! [ REACTION ] 'Amarin Nitibhon' #ALLY_OHMY #ALLY #allynitibhon #แอลลี่](http://i.ytimg.com/vi/nX9qpHjVfbQ/mqdefault.jpg)
Rationality is a very rare commodity when a financial education is equally as rare. Thanks dudes
A crash and bullish market provides equal high-yield potential, it's all about information and strategy application, I've seen folks make huge 7figure profit in a crashing market and pull it off much easily in a bull market Unequivocally the crash/recession is getting somebody somewhere rich.
On occasion you can beat the market with blind luck, but I wouldn't depend on it. Having a science background there is a saying, 'Luck favors the informed', I've found it to be true, allowed me in great part to retire early.
Well politicians for certain are gaining off the crash, and true the average
individual could profit off a crash but such high-grade investing come with equal risk which can only be managed by a proper pro or expert..
@@selenajack2036 Who is your coach if this is not too much i'm asking? I've been looking into advisors lately myself, my retirement plans are going down the drain, my 401k has particularly lost everything gained since 2019.
@@evitasmith6218 My financial-coach is “ELEANOR ANNETTE ECKHAUS“, this lady knows what the heck she's doing. In terms of portfolio diversity, she's a genius. You can glance her name up on the internet and verify her yourself. and as well to connect with her.
Powell said in the last meeting and interview the Fed will continue to clear their books for “a couple of years”. He also said that the pause after the rate hikes will last throughout 2023.
As treasuries mature
I’m only a few mins in but I already like this guy:
Sounds like he made a lot of money last year but he’s rocking a $200 couch off Craigslist and still has what might have been a crappy Christmas tree up. Dude prolly knows how to handle money lol
Great episode. @MacroAlf should watch this haha. Alf argues that he is right and the market is wrong 😂. What a rookie. The market is always right Alfie. This interviewee gets it. Is nimble, is ready to be proven wrong. Is not stubborn. Great guy.
Alf is literally a one hit wonder who got the inflation going down call right. That’s it. Nothing more.
what did macro alf say he is right about that the market is disproving? haven't been keeping up
Last week definitely didn't go Alfs way, but I think it's too early to say who's right and who's wrong. 🤔 especially with the markets doing what they did today. Let's see what happens after Tuesday, markets might agree with him after all. And if positive data keeps lining up, I'm sure Alf will adjust.
@@konstantinkostakiev7808 this is exactly the issue with him. He tries to be right. The market is not about being right or wrong, it's about making money or not. Alf has been discounting any positive data point or information as "rigged" "wrong" "deceiving" etc. instead of keeping an open mind and being nimble. He is extremely stubborn and wants his doctrine views to come true. Yes, it might happen, but there are only two outcomes here, and at some point every broken record will be right. He is not in the game of making money, he is in the game of wanting to be right. Very bad attributes for an investor. Basically gambling.
love hearing macro talk but nothing like a guy with skin in the game! good vid
Solid, systematic trendfollower...
Great interview. Please bring in more of these hedge fund guys
Jack, unless I missed it, I didn't hear Neal didn't mention the Treasury's drawdown of the TGA to deal with the debt limit and how that is impacting overall liquidity. Seems to me that might be relevant to his thesis, to the extent it may be neutralizing Quantitative Tightening by the Fed.
Economic investigator Frank G Melbourne Australia is still watching this very informative content cheers Frank
Thanks Jack. Keep in on point, you're rockin.
He sounds like a very consistent button clicker. No emotions, just risk management till technicals support.
Nice lesson & reminder of what Hubris looks like ... and what not to do.
Jack's got his hedge fund fleece on. Look out!
Decreasing liquidity is a fantasy. Debt is still rising and no central planner wants panic as there was in the UK last September.
Awesome interview many thanks !
@0:37 The news article shows a “Dani Burger” as the author with Neal Berger’s performance being written about 😉
Great guest and interview...thanks.
If he’d been in the business in 81/82 like I was he would have missed the beginning of the biggest bond bull market in history. Money markets paid nearly 20% while 10 year treasuries peaked at about 14%. The play was to buy the 10 year which absolutely soared in value while money fund yields plunged. He wouldn’t have gone into long term debt because it wouldn’t have appeared rational. But he’s probably right about the liquidity drain. Unfortunately so much depends on Powell and he’s no Volcker. I can say that with certainty. Just no comparison.
This guy is solid, kind of people you want out there managing peoples money.
“I’m not in the being right business” is such a brutally stale cliché. You make money by being right, but whatever. Even if I grant it, it’s certainly not worth spending several segments incessantly repeating.
The price action is the Bible 😂
A refreshing view
This isn't a rally, this is inflation....
What is currency
its a sucker rally before a pivot
@@szymonbaranowski8184 What pivot?
@@ipeteagles Is that a rhetorical question?
I guess I'm looking at inflation wrong. Month over month the inflation rate is low. So "at the moment" new 2 yr Treasury Notes don't seem to have real negative interest rates.
Thank you!!
There are bulls and bears that's what makes a market
Great guest!
Great interview !!!
good interview but Neal trusts the data too much, employment numbers aren't a good data point due to participation rate and other ways the numbers can be skewed, don't just trust data
Nice coffee table... who's the decorator Home Depot?
Amazing interview. Thank you!
SPX touching 2900-2700 would clear the air
Injections of liquidity to keep the zombies walk!
Your ad where you apologize for that ad for most of the ad, is funny. I got nothing against crypto; other than it not making any real sense to me as an investment.... Good luck to those who think it does :)
No I don't know!
Brother, I like your channel but the interruptions are very annoying!!! Can’t do it
The cup of this guy it’s to full! Nothing can enter! Bla bla and bla!
Snider would applaud him
Can we just call this the Tyler Wilson Rally
You know
It’s called the fucking terminal rate because it’s the terminus in the hiking cycle, jfc.
Fuck, I just realized that I am on the path to being and constantly sounding like this guy. Depressing...
i think this guy got lucky. he does not seem to have any novel insights. he just shorted when the fed raised rates
He probably sold put options on the ponzi sector, not on the defense contractors, healthcare and energy sectors, and he probably kept his oil futures and physical uranium.
For the "shorting bonds" aspect, how do ordinary investors do that? It's not like I can borrow one of those negative-yielding german bonds and just sell it, hoping its price drops, to buy it back later, who pays the negative interest rate to who in that scenario? It's too confusing.
He didn’t get lucky. Actually, his simple and successful approach shows just how dangerous the unintended repercussions of MMT. This time, when the market continues to drop, when fraud continues to be exposed, when the zombie catch a bullet to the head…they will step away and whisper “no”.
Yep, people are right once and suddenly they're geniuses. He doesn't know the future any more than anyone else does
I made bank shorting 2018 and got destroyed in 2019 lol. Never trust someone who's made most of their money in the one short year
@@chaigtin259 He probably *bought* puts on the ponzi sector you mean. To short bonds you could buy puts on something like TLT, and I'm sure there are more sophisticated ways of doing it involving futures contracts that are above my head.
Amazon 3 cents of earnings on 89 P/E.
Claims hes not in the prediction business. Made all his money last year predicting a selloff of all asset classes. OK guy
Only Physical Gold Remains...
Next Cycle LOW Feb 10th cover shorts....Spec Longs...
the haters here just lost money and stuck being resentful 😂
was Neal sagt hat Hand und Fuß,
1 hour of saying nothing.
Casting couch bro
Not much said here. One hour of not revealing anything..
the fact that the S&P500 is at the same spot as last year means it has lost 6.50% yoy
Your gest is the guy in other channels presents it self as frog I think
Any rate cuts will come in the election year
Kriptocurrency Ponzi scheme will end to zero! Finally
Ok, T-Shirt, palms, picture from a beach, up 150%!! I think I hate this guy!!
Looks like an airbnb apartment
how much did he lose this year lol
Calling it a suckers rally could be right on an undefined time-frame. Bear markets are shorter than bull markets. 10 yr liquidity = asset bubble and now illiquidity will just do the opposite, is a whim. You are discounting all the productivity gains, New participants, new income etc, that drive forward PEs. This is armchair talk and there doesn't seem to be real money behind this thesis.
do you discount lost buying power, inflation, shift to storing commodities, high oil prices being new normal, productivity wasn't shared with workers since 1970 and era of outsourcing own ppl work to 3rd world will end because it was never sustainable
they try to virtualize world put people in their gettoes and connect everything mobile by controlled data streams
but reality is falling liquidity, lack of dollars, struggling of developing world, destabilisation growing everywhere in the world
just to prop up artificially American Titanic or better to say Olympic.
@@szymonbaranowski8184 🤯
@@szymonbaranowski8184 I am forcing myself to re-engage. What loss of buying power? What abiut the free checks ? What about the massive amount of money saved in commute? What about the new skills earned while "working from home"? All that excess has caused the prices to be up along with supply issues. Where do you see signs of recession?
I love the energy and efforts you always put in your videos. The crypto/stock market can be very tricky especially for newbies. If it hadn’t been with the help of my broker Mrs. Julia David, whom I can’t thank enough. I had already given up on crypto/stock after losing so much money.
I'm surprised you know her too. I've been making a lot of profits investing with her for a few months now.
Great to see you guys talking of Julia, Trading on your own can be very dangerous i can testify to that. This woman changed the game for me
Please any information on how i can get intouch with Mrs Julia?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much.
The stock market has been a really tough one this past year, but I watched an interview on CNBC where the anchor kept mentioning " FLORENCE YAGODA ". This prompted me to get in touch with her, and from August 2022 till now we have been working together, and I can now boast of $540,000 in my trading portfolio.
That's right, getting in touch with a consultant during the pandemic was how I was able to scale through the crazy stock downtrend.
That's massive. Can you please connect me with your personal broker, I would love to work with her
Like I said earlier , her name is FLORENCE YAGODA , and you can reach her via her website.
Just run a search on her name, and you would see all you need.
Thanks for the info . Found her website and it really impressive
What do you expect the clown to say,he just want to keep shorting just the way he made 160% in bear market of 2022.He is nothing but a perma bear!
Your Bull Bias is showing, kiddo
how much did you loose? 😂
@@szymonbaranowski8184 punk!...I don't do leverage trading,I hodl,but I can bet you suckers that we are not in a sucker rally just wait for the market to reverse in some few days.
@@szymonbaranowski8184 they just tell themselves they're DCA Investors once the trade goes against them enough.
Trader - - - DCA - - - HODL - - - Rekt...
"Markets are manipulated"
It’s a trap! 🪤