Bill Ackman: How to Get RICH During Inflation (RARE New Interview)
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- เผยแพร่เมื่อ 15 ต.ค. 2023
- Billionaire investor Bill Ackman just issued a warning about the future of inflation. But don’t worry, it’s not all bad news, and you will see why during this video. For background, Ackman recently gave a rare, full length, sit down interview. While this interview touched on a wide range of topics, it was Ackman’s comments around inflation that really caught my attention. You are going to want to hear what he had to say. In this video, we are going to cover Ackman’s thoughts on the economy, why inflation is here to stay, and arguably most importantly, how you can protect your money from the devastating impacts of high inflation. Let’s get into it.
In order to prevent the US from slipping into deflation, the US federal reserve established a target annual inflation rate of 2% in the year 2012. For much of the next 8 years, the Fed struggled to get inflation up to that 2% target. As a result, many economists believed that inflation would never again be a problem in the United States. Oh boy how things can change and they definitely changed in a major way in 2020.
To understand why Ackman thinks inflation is here to stay, you have to understand why inflation occurs. In simple terms, inflation happens when the demand for goods or services outstrips supply. While that may sound like a complicated concept, trust me, it’s actually very simple. Here, we have a supply and demand graph. This line here represents the demand for a particular good or service
In this example, let’s say we are talking about used cars. The demand line represents the number of people looking to purchase a used car, and importantly, how much those buyers are willing and able to pay. Here, we have the supply line. This supply line represents the number of used cars available to be purchased at any given time. The point at which our two lines here cross represents the price for that good or service. So in our example, the average price of a used vehicle.
In 2020 and 2021, the US government and Federal reserve took drastic steps to prevent a widespread economic collapse. This involved sending cash directly to households, boosting unemployment benefits, and pausing required payments on certain types of debt. At the same time that all of this cash was getting pumped into the economy, the Federal reserve slashed interest rates to historically low levels. These lower interest rates made it less expensive for people and businesses to borrow money to make purchases.
Going back to our example with used cars, these actions resulted in an increase in demand for used cars. People had more money in their bank accounts to be able to spend to make the purchase. Additionally, the lower rates made it less expensive to purchase a car using a loan. These factors led to an increase in demand, illustrated by our demand line here getting pushed to the right
At the same time, automotive manufacturers were suffering through supply chain issues that limited their ability to produce new cars. Since there were less new cars available, people held on to their current car longer, resulting in less supply of used vehicles available for sale. Less supply means our supply line gets pushed to the left. Notice how now the two lines cross at a much higher price pointy
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I received advice to diversify my portfolio among various assets, including stocks and bonds, as a means to protect my inherited $2.5 million portfolio. While I typically prefer buying and holding assets, this strategy doesn't seem suitable for the current market, which feels like a rollercoaster ride. Additionally, I'm concerned about the impact of inflation on my portfolio and my financial security in retirement.
The strategies can be quite demanding for the average individual. In reality, they are predominantly executed successfully by professionals who possess a significant level of skill and expertise to execute such trades effectively.
I concur. Drawing from personal experience collaborating with an investment advisor, I presently manage a $1 million well-diversified portfolio that has seen remarkable growth. It's not solely about having the funds to invest in stocks; one must also possess knowledge, persistence, and the resilience to withstand market fluctuations.
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?.
Sonya lee Mitchell 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.
I searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
The market has been a turmoil since covid, the brief relief rallied for only a year and now the devastating effects of pumping trillions into the economy is here and will be for a while.
The stock market will go down further and goodluck on the fed pausing rate hikes w/ all the hawkishness that has failed to keep up with inflation.
I have seen a lot about FAs and actually want to consult some pro. How did you go about it? Is yours any good?
Impressive, I took a look at your advisr. I set up an appointment. I’m looking forward to her reply, I hope she sees my message.
SCAMMERS ABOVE 👆 ❗️
Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $560K for sometime now, my major challenge is not knowing the best entry and exit strategie;s ... I would greatly appreciate any suggestions.
Thank you! I checked out Alicia Ann Jordan's credentials on her website and it seems quite good! Hopefully, she's taking in fresh applicants because I sent her an email
Hire a quant.
Check out books by William J. O’Niell and Mark Minervini and make sure every component of your system is mechanical. Letting emotion be involved in trading decisions will wreck your portfolio, quickly.
All three indexes have recorded declines in recent weeks, adding to the market's woes during the past month. I've heard of people getting up to 750K within a few months, and I want to know their strategies, so how can one benefit from the current market with an efficient entrance and exit strategy?
Find stocks with market-beating yields and shares that at least keep pace with the market for a long term. For a successful long-term strategy I recommend you seek the guidance a broker or financial advisor.
Very true , I diversified my $400K portfolio across multiple market with the aid of an investment advisor, I have been able to generate over $900k in net profit across high dividend yield stocks, ETF and bonds in few months.
@@ElizabethGalvin1 Mind if I ask you recommend this particular coach you use their service? I have trouble knowing when to buy or sell.
You can do your research and be on the lookout for one with intelligent strategies who'll help your portfolio maintain an unwavering and a progressive growth. Laura Marie Ray is my advisor. She has the Flexibility & Expertise to Meet Your Needs. Verify her yourself
@@ElizabethGalvin1 Thank you for this tip. it was easy to find your investment advisor. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
Inflation, bank collapse, severe drought in the agricultural belt, recession, food shortages, diesel fuel and heating oil shortages, baby formula shortages, available automobile shortages and prices, the price of living place.
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
I agree. I have pulled in more than $435k since 2020 through my advisor. It pays off more in the long run to just pick quality stocks and ride with those stocks.
@@maryHenokNft Mind if I ask you recommend this particular professional you use their service? i have quite a lot of marketing problems.
I'd like to give significant credit to *Camille Alicia Garcia* who maintains a strong online presence. You can easily find her through a web search. While there are some other individuals worth considering, it may be more challenging to locate them. In addition, Julia has provided excellent guidance throughout the year.
Upon conducting an online search of her name, her website promptly came to my attention, sparking my interest. The initial impression is favorable, and I plan to schedule a conversation with her. I'll be sure to keep you informed about how it unfolds. Thank you.
Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve of $250k.
It's really hard to beat the market as a mere investor. It's just better if you invest with the help of a professional understands the market dynamics better.
Picking stocks is a risky thing to do, particularly for non-professionals. I learnt that in 2020, when I lost almost everything. But I switched to using a financial advisor and I've been returning at least $38k every month so I’ve been sticking to investing via an Advisor.
VALERIE JEAN ZWOSTA
That’s my licesed Financial advisor you can easily look her up, Thank me later!
It’s important to choose stocks that are expected to hold up in inflationary environments, combat the negative effect of inflation. is it a good idea to diversify your portfolio across different asset classes. I have seen folks making up to $50k in a month during high inflation
I have been in the market for more than 3 years before I realized I was just dumb to hold. When everything started to tank, I lost more than $37,800.. Managing money is different from accumulating wealth. I'm happy to have discovered this and a way to get my money back at approximately $8,600 per week in profits working with an expert Linda Renae Allman. Even while I still have responsibility for my decisions, I now consider myself to be a better investor because I am more aware of the potential pitfalls.
Oh wow, Linda Allman? I actually read about her in a recent issue of 'Finance Today.' She was profiled as one of the top financial minds to follow. It's great to hear firsthand experience about her effectiveness. Thanks for the insight!
Engaging in an individual option is fair but its performance level can’t generate high dividends. Diversification is the secret to optimal performance, that’s why I have my interest set on options based on projected growth and performance.
To create high dividends, it’s wrong to engage in a single option rather than diversify into various options with high performance coupled with the aid of a Pro will generate higher dividends
Do not lay your eggs in one basket.” I engage on various options with the aid of my pro, *JENNY PAMOGAS CANAYA* and so far have acquired so-much
I just searched *JENNY PAMOGAS CANAYA* out of curiosity, her profound dexterity looks too ideal for everyone on board!
I am amazed by this, it has rekindled the fire of my goal
I used to think every investor lose out during recession, meanwhile some make millions. I also thought everybody went out of business during the Great Depression, but some went into business. Bottom line, there's always depression for some, and profit for others, it all starts from having the right mindset. That said, I've set asides $250k to invest for future, unfortunately I'm a complete noob.
I don't have a full-time job; instead, I'm self-employed with a variety of sources of income. Regardless of how much money I generate each month, I maintain the same budget and adhere to my means-tested lifestyle.
I thought about investing in the financial market, I heard that people make millions if you know the tricks of the trade, but I lack good knowledge and a strategy to outperform the market and generate good yields. I have $160,000 but it's hard to bite the bullet and do it.
Ironically, these are the conditions in which life-changing money is made by those who remain calm, patient, and take controlled risks. Volatility goes both ways. The banks are in a big crisis. The market looks very shaky. The bigger the red candles, the bigger the green ones. I have made over $280k in the last 4 months by investing through my FA.
Fantastic! can u share more details?
Having an investment advisor is the best way to go. Based on a direct encounter with a CFP named Kate Elizabeth Amdall, I can say with certainty that their skills are excellent. She helped raise over $580,000 in 18 months from an initially stagnant portfolio of $150,000
My primary concern is how to grow my reserve of $300k which has been sitting duck since forever with zero to no gains, sure I know the risks of short term gains are much greater but if well managed one'd make a killing, am I wrong?.
A colleague once proposed the idea of diversification to me, hopefully for positive results to offset any negative performance. At once, I backed it up using an advisor in order to avoid any fiasco. As of today, my portfolio has yielded over $450k in profits, from an initial $180k this year alone.
@Jadechurch-ql3do impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
My advisor is .LEILA SIMOES PINTO. You can easily look her up, she has years of financial market experience.
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.
Invest in Sweetgreen! this is a longer term trade.
Managing money is different from accumulating wealth, and the lack of investment education in schools may explain why people struggle to maintain their financial gains. The examples you provided are relevant, and I personally benefited from the market crisis, as I embrace challenging times while others tend to avoid them. Well, at least my advisor does too, jokingly|
Investors should exercise caution with their exposure and exercise caution when considering new investments, particularly during periods of inflation. It is advisable to seek guidance from a professional or trusted advisor in order to navigate this recession and achieve potential high yields.
Whichever firm you select, make sure you get your insurance from a reputable financial adviser, such as *Jenny Pamogas Canaya,* who has dedicated her career to financial planning. Because they will assist you in escalating, navigating better, and completing the task in a safer manner.|
I've come across several positive endorsements of Jenny Pamogas Canaya on various platforms, including TH-cam channels, seminars, and more..
Thanks to these recommendations, I successfully located her online profile and have already reached out to her with a message|
Buying an individual stock is a fair investment but its performance level can’t generate high dividends. Diversification is the secret to optimal performance, that’s why I have my interest set on options based on projected growth and performance.
Good approach; diversifying is really key to finance growth. can you explain in full the lnvestment options you’re into, I’m curious•
I'm struggling in this market. Stocks that I have held for months and made profits from are not behaving the way I'm used to so I’m quite indecisive on how to tackle this market, any advice would be grateful.
@@markphilips9148 That sounds great and what signal do you invest with ?.
@@markphilips9148 That's awesome and please how do I connect with this broker lady?
@@markphilips9148 I'm currently on her webpage now, her reviews are very impressive and I left a message for her. thanks, a lot.
Inflation has eased from 9% to 3.7% due to the Federal Reserve's interest rate hikes, but it's still well above their 2% target.The Fed recently paused rate hikes for a few months. My $270k portfolio is made up of 35 percent of falling stocks impacted by the uncertain economy. Still chasing after precautions to guard against this, but stuck for what to do?
As with most investing-related questions, the answer is: it depends. It's a delicate season now, there is little or nothing you can do on your own. My best suggestion is to consider advisory management.
Agreed. When it comes to investing, the stock market can be a fantastic opportunity, but it is not without risk. My advisor taught me that diversification is important to balance potential opportunities and risks and to consider a combination of stocks, bonds and other assets. It's a good idea to consult a financial advisor who can help you tailor your financial plan to your specific goals and circumstances. This is why I have a portfolio worth $2 million.
We've been with the same money manager for almost a decade, and she has been part of launching IPOs. We initially invested a modest sum early on, and it grew substantially, thanks to GameStop earnings in 2020/2021. Inflation has eroded some of the gains, but we're fortunate to have "Theresa Dana Peek", who has been diligently managing our wealth for the past eight years.
Inflation and recession in our world today has brought so many tears to many poor homes, but government never helps matter, until then I realize that (foreign exchange market) (dividends ), (real estate), (stocks), (bonds )(Cryptocurrency) is the key to our financial freedom, despite the fluctuations, we will become victorious
The market will continue to evolve, its fluctuation will continue up and down and always know that the financial market is for the wise and not for fun, it really involves a patient, determined and focused server to conquer victoriously.
A mind stretched by a new experience can never return to its old dimensions, a few years ago I was clouded in darkness when the cryptocurrency market was on everyone's doorstep so cheap, this error won't happen in my time now 💪
@@susanbaxtron8422 The financial market took care of me and made me lose funds while trading alone, luckily my sister who introduced me to Larry Kent Burton has done wonders with my 0.9 BTC, returns he gave me makes me smile
I believe so much that the only way to live is to grow, the only way to grow is to change, the only way to change is to learn. The only way to learn is to be exposed and welcome the opportunities
Fluctuations can't threaten me at all and I can't be afraid like when I was skeptical starting a €27000 account in 2019 with courage now I'm showing off some €€€ my sister who encouraged the good work of Mr. Kent convinced of my skepticism, I can now smile proudly at a good wallet
I'm glad I got into crypto when I did because it’s been a turning point for me financially, been my best decision so far.
As an independent woman I started my first investment plan with just a $1000 and now earning weekly income of $4830 in cryptocurrency exchange with my personal broker.
Bitcoin has been falling for a while now and could fall further or close to rise again. The truth is that no one knows, I believe it's the right time to buy and also get a pro's assistant
I will recommend my current trader Mrs Katherine Flores, she is from USA and her strategies are earning a lot profit for me..
Isn't that the same Mrs. Katherine Flores that my neighbours are talking about, she has to be a perfect expert for people to talk about her so well
she often interacts on Telegrams, using the user below.
THIS used to be one of my most watched YT channels... sadly, it's been a while since i visited it has been a very rough year... i am experiencing one of the toughest phases of my life... Lost a fortune lnvesting in emerging companies. Hopeful, for a turnaround.
It's the market if you don't leave during the bear, you will be fine. You should have opted for a suitable Ai platform or traded with Gary Joe Wilde, or any other regulated advisor. As a beginner investor myself, I have made over 45K profit in a few months of coping Gary's investing positions.
Hi Mike. Any ideas how to reach Gary Joe Wilde? I love the testimonies I have seen about him he seems not to own a video channel here.
Having earned thousands of dollars in the trading market, I dare not doubt the profitability of the cryptocurrency market. Get a weekly income of 7600 euros even in this time of recession and high inflation. Bridget is doing a great job, She is the right woman to lead the investment business.
Although the potential profitability of the cryptocurrency market is recognized, having a certain level of experience is essential for success. After trading for 2 months on Binance with consistent losses, it may be beneficial to improve your trading strategy with research, analysis, and risk management techniques. Seeking the advice of experienced traders or using educational resources can also provide valuable information for developing a more effective approach.
Working with Bridget Root really changed my financial situation. There came a time when I almost gave up trading due to several losses, but she gave me the opportunity to continue trading. After investing with her the profits keep coming. Thanks to her experience and strategy
What a coincidence !! . I started working with her a few weeks ago when a friend introduced me to her. The rates she charges are fair in relation to her weekly earning efforts. I appreciate Bridget's services from her.
I did some research. Cryptocurrency is one of the best and fastest investments right now, is she accepting new students? I am interested, how can I contact her please?
INSTAGRAM
🔔Make sure to hit that subscribe button because it’s my goal to make you a better investor but studying the world’s greatest investors
Can you use a different voice or an actual human? Sounds so fake.
The US economy is grappling with uncertainties, global fluctuations, and pandemic aftermath, causing instability. Rising inflation, sluggish growth, and trade disruptions need urgent attention from all sectors to restore stability and stimulate growth
Things are strange right now. The US dollar is becoming less valuable because of inflation, but it's getting stronger compared to other currencies and things like gold and property. People are turning to the dollar because they think it's safer. I'm worried about my retirement savings of about $420,000 losing value because of high inflation. Where else can we keep our money?
Well I recommend you make a diversification plan because it's been harder to build a good stocksportfolio since COVID. My colleague suggested I hire a brokerage Adviser, and I've actually made over $150K with their help during last market upheavel. They used defensive strategies to protect my portfolio and make profits despite the ups and downs.
@@dogmom-pt5we I find this intriguing. Could you please provide me with the means to get in touch with your Adviser? I am concerned about my dwindling portfolio.
I personally work with Monica Amanda McClure. She covers fields such as: investing, insurance, making sure retirement is well funded, going over tax benefits, ways to have a volatility buffer for inveestment risk. Just take a look at her page on the internet. She is well known so it shouldn't be hard to find her. `
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.
You cannot print this much money globally and not have prices go up. It’s really just simple economics. What’s funny is we are printing money to pay the higher interest on the higher debt which is being added to the debt. We are now in a negative loop.
The reason the labor market is so strong is not due to the FEDS it is due to necessity as the cost of living is so damn high, stocks are falling and bond yields are rising, but markets still don't seem convinced the Federal Reserve will pursue plans to keep increasing interest rates until inflation is under control. I'm still at a crossroads deciding if to liquidate my $100,000 stock portfolio, curious on the most productive means to take advantage of the current situation...I am open to ideas
Strategising might be quite rigorous for the regular. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset, I’ve been on both end of the spectrum investing on my own for about years, did my own study and analysis before actually buying, things became rather difficult not until a colleague introduced me to my current financial analyst. She has helped me convert my $150k portfolio into $500k
That's impressive! I could really use the expertise of this advisor, my portfolio has been stagnant....who's the person guiding you?
I made a thorough research on Lisa Michelle Pacillas, years of financial market experience, intelligent strategies and she has helped my portfolio maintain an unwavering and a progressive growth.
easy to discover online, look her up
Thanks so much by the way for the tip. Your analyst was simple to discover online. I verified her credentials before I scheduled my application. she appears knowledgeable based on online resume...
My heart goes to the entire community for LVRCH CAPITAL building up something even my grandpa can understand. This is so smart by them to launch it to shatter the doubts and fears of the common folk which is not even correct to begin with. Everyone knows the state of inflation and recession now and the way out is already in progress. Now it's just about catching the big fish
It is always good to have a financial plan. I work with a portfolio manager and fixed income planner in the USA. The fixed income portion of your portfolio won’t simply serve as a buffer to the volatility of the equity portion but will provide legitimate income.
This is very true! A lot of people downplay the role of a financial planner until burnt by their mistakes. After my last job layoff, I had to stay afloat, hence researched for licensed fiduciary advisors. Thankfully, I came across someone of practical knowledge and experience. My reserve fund of $225k has yielded nearly $1.3 million after subsequent investments so far.
I completely agree with you.
It is challenging to create a strong financial portfolio therefore it would be wise to get much needed assistance from a real finance professional so as to receive strategies that are specifically suited to your long term objectives and financial goals.
Insightful. I need some advice on how to rebuild my portfolio and develop successful market tactics. Where can I find this professional portfolio manager?
Reading, research, patience and seeking guidance is the best way to approach or break into the market system. I have been inclined with CHRIS RYAN STEWART, a CFA whose experience and expertise speak for itself. I saw his take on risk management a couple of years back and I was amazed.
Same guy that said the world was ending during the covid lockdown and hotels were finished while secretly buying up all the hotel stocks 🐍
With markets tumbling, inflation soaring, the Fed imposing large interest-rate hike, while treasury yields are rising rapidly-which means more red ink for portfolios this quarter. How can I profit from the current volatile market, I'm still at a crossroads deciding if to liquidate my $125k bond/stocck portfolio.
The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.
very true, I started investing before the pandemic and that same year I pulled a profit of about $600k with no prior investing experience, basically all I was doing was seeking guidance to make a from a financial-advisorr, you can be passively involved with the aid of a professional.
wow ,that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio.
LINDA PEREZ LEWIS
That’s my licesed Financial advisor you can easily look her up, Thank me later!
Thanks, I merely looked her up on Google and was highly impressed by her credentials; I got in touch with her because I need all the help I can get. I just set up a phone call.
Printing excess currency above the GDP growth rate is the major cause of inflation. Expanded printing of excess currency during an economic slowdown (Covid), creates excessive inflation. Too many dollars are chasing fewer goods.
Irrational fear and regulations caused inflation via central banks....
Dude, you nailed it. I can't believe people don't realize this, and they blame Joe Biden. It's China's fault.
with the ongoing effects of high inflation, lower forecasted stock market returns, and stagnant wages, achieving a secure early retirement could be more challenging than ever before.
After 20 years, retiring? You might require more than $2.6 million to maintain your current standard of living due to inflation. You should locate a financial advisor to assist you in getting back on track if you're not.
The 1% of rich Americans think of how to invest their money to increase their wealth during the recession. While the 99% of struggling hard-luck Americans think of how to survive without food and daily necessities in the recession and the coming hyperinflation
@Watkinsgorge great info if i don't have to send her my money. I'm bombarded with the don't sit on it during the inflation, I wanted to jump in 8/22 and did nothing. So far this year I think I need to get my feet wet
I started saving and investing in 1989 at the age of 20... my father forced me to start. I love that man today!!!
I am 54 today and have 2.2 million in my retirement account, 135k liquid and I trade securities with 50-55k
@@dspethschneider You were blessed with a good father. Mine didn't care about me because he is a misogynist.. I was a good and loyal daughter and never brought shame to him.. he never loved me and was cheap with us as kids. I cut him off when I woke up and so much happier. I started investing March of 2020. I made up for lost time. I had a bunch of money on the side line waiting. Now I’m addicted to investing. Most of my salary goes into the markets
Yes it’s time to blow up everything and start all over😂
Wait until we start funding arms to Israel (in addition to Ukraine) and possibly Taiwan too.
We’ll be buying bread with wheel barrows of cash real soon.
Although inflation IS reflected in the price of goods, it is caused by a growth in the amount of money circulating in an economy. It is a monetary phenomenon not a supply or demand problem. The confusion arises from the distortion of the normal free market pricing mechanisms. More money circulating does increase demand, but strictly speaking is not the cause. The increase in the amount of money circulating can be caused by both total money supply and velocity.
It’s exact and that’s what she said in the video. I think the goal was to put it simply for most people. Increased money supply = more demand vs supply = inflation (simply put). You can say that everything has a cause, and one is the cause of another.
Awesome work putting all this insight together and blending it all together with analytics, commentary, explanation and examples.
Thank you for those kind words :)
How did they not mention printing money when describing inflation?
I notice that Ackman incorporates ideals from the Buffet/Munger school of thought.
He mentions discounting back stock values at 9 or 10 percent.
That's an element of the Margin of Safety Mental model from your episode on 2023-08-03 "Charlie Munger: 'I got rich when I understood this' (Mental Models)"
He also runs $PSHZF on a concentrated portfolio which tells me he has similar mindset that guides Berkshire. That could be an effect of actually running the Opportunity Cost mental model or simply being confident and smart enough to increase existing stakes rather than mindlessly hedging with his "30th or 40th ranked business".
You've taught me a lot.
If we could get the EPA to back off auto, heavy equipment, hvac manufacturers etc in the US that alone would be greatly helpful.. They have single handedly driven up insane cost in these areas. Increasing agricultural, transportation and equipment cost. I don’t think so many people really understand how much regulatory cost burden is passed down. Or the fact that the new dump truck they pass driving down the road cost close to a quarter million dollars. 🤦♂️so many dots to connect…..
12:07 I also like how Ackman uses a 10% discounted rate when calculating back to the current value.
Well said and presented. Being asset heavy is not necessarily a problem but the coefficient of return against those assets are good and the cost of debt against those assets scale superlinier to return on investment.
I mainly see him in the news for spectacular losses on bad bets
typo on interest rate at 10:15
There was loads of inflation, but it went into property and other assets such as stocks and crypto.
First the rich people got more money, they bought stocks , property. Then children of the rich got more money, they bought crypto. Lastly the poor got more money and bought food. You can see where the new money flowed and when by what goes up in price and when.
I remember in 2012-2019 we all complained the inflation rate wasn’t accurately represented because everyones milk was still going up massively
I can see Ackman is looking forward to some elevated inflation. Good times ahead for equity and cash heavy guys like him.
Mmm not really because CBDC, war, hyperinflation and probably oil and energy insecurity will cause chaos. So property at risk of damage, shares volatile, banks and superannuation being hacked, gold and silver being compulsory acquired like in 1930s. Even if they park cash in defence companies, CBDC will come over top and put stops on withdrawals....So like junkies/gambling, they will be checked.
Cash in hand will be worthless in case hyperinflation, how silly is that?
@@Jfff-ugfgh That’s because Ackman wants idiots to worry about hyperinflation.
True but supply can be manipulated, just like they are doing right now with oil... decreasing production is NOT the same as having a low supply of it, it's kinda the same move as price "fixing" between concurrent companies...
Stocks are not the economy, I had 250k put aside waiting for the fed to stop raising rates. Now I want to get back into the markets, but the hike will continue and stocks are still climbing, I’m confused and open to discuss.
The market has been a turmoil since covid, the brief relief rallied for only a year and now the devastating effects of pumping trillions into the economy is here and will be for a while.
Stay in the mrkt and sell only if you need those funds. I got laid off and it has been difficult getting another source of income, glad I was investing when I did and of course with guidannce from a wealth-manager don’t listen to naysayers. I am making bank and the penalties for drawing from 401k to reinvest are nothing compared to the amount of wealth I now possess with my family.
I have seen a lot about FAs and actually want to consult some pro. How did you go about it? Is yours any good?
I have saved myself from all the hassle that the chaotic market causes. These days the best way to come into the market space is seeking guidance, due to side hustles i can’t handle my portfolio so i just work with LOREN LENA WALKER, a FA i came across via a recommendation from one of these TH-cam retirement coaches.
It’s been smooth since then. Cliche as it may I have made a mark up of 70% in profits investing 350k under her. It helps not to be worried about your portfolio every minute of the day.
how can i reach this person? I am actually thinking of going the route of an advisor, past 18 months rallies gave way to fresh lows, just as sentiment was starting to improve. I’m cautious.
I love your voice. I think you have a voice than can be used in the IA, such as the movie "Her" 🙏🏻
We have been on a recession since the beginning of 2022, but big media and governments all over the world didn’t want to admit it. We need to be wise and use our brains. Knowledge is power and I’d like all the family to be powerful! Just purchased some LVRCH CAPITAL Thanks for keeping us informed during this times of doubt?
great content ... very usuful .. keep it up pleeeeeez
Good work 👍
Thank you ❤️
Higher interest rates only slightly curtail demand in the short term so then it lowers inflation a little. Problem with higher rates, it actually slows supply too (longer term). So raising rates will reach a point of actually perpetuating higher rates. Playing with rates is not a catch all problem solver. so we got a problem since this is a supply side inflation disease. (before it was a demand side, this is a first). Switching gears: the stocks he owns , aint all that. I think Ackman says invest in inelastic industries and companies with monopolies..so he thinks thats what he bought. well for now, he is right but that can change fast. Inflation will be here as long as we have a supply problem. Only small businesses can dig us out with more productivity to end inflation.
Great interview, but so frustrating at 4:00, Bill is missing it. Yes, 4% is historically low, but like all things financial, they are in RELATIONSHIP to other asset and debt prices. 4% rate applied to current inflated asset prices is HIGH. Affordability of ANY asset or debt is based on two things; asset price and cost of debt. Asset prices and cost of debt have FAR outstripped wages. I am so frustrated that many of the guys like Bill as well as ALL the talking heads, are missing this connection and focusing almost solely on percentage rates. Come on guys!
That’s not true, people just spend more money on crap now. People used to eat out at nice a week, went camping not on expensive holidays, had no phones or iPads, didn’t buy Starbucks and brought lunch to work with them while buying a cheap car. Now people live in debt and buy expensive cars and iPhones while eating out constantly and whine about being poor. I went from poor to wealthy just by changing these things about my lifestyle and investing the extra cash. People forget that in the past life was a lot more simple and cheap. People hung out without spending money and saved money to buy things rather than using credit.
Amen, brother!
Per Ackman, companies with pricing power will do well. That's code that much of this inflation is largely due to corporate price gouging, both against the public as well as against each other.
These large companies have too much market share and need to be broken up. Antitrust, please.
The real problem is life after recession. People will never spend the same way. Economy will never be the same
Impressive video, I've been making passive income monthly from crypto for over a year tho' I prefer trading with the help of a professional broker Nora Hendrix because she saves me time and reduces the risk of losing funds in trading as we all know how volatile the market is.
Am trading with expert Nora Hendrix too, a regulated broker, Met her sometime early last year at a start up funding event. She has some interesting things to say about the state of algorithmic trading today. Obviously I'm seeing the results.
Expert Mrs Nora is legit and her success story is top notch, i just withdrew my profit past two days before now, glad i did invest with her and still reinvested and the trade is ongoing.
Working under her management setup has elevated my trading status to a pro level in less than three months.
@@mavisscott2057Please how can i contact her?
She is genuine, a lot of people who don't know her or those that haven't traded with her would say otherwise but the honest truth is that she has helped more people read than i can count and that has to stand for something.
If world trade has so many supply lines and it crashes, then the more connected we are makes us that amount vulnerable for our investments and what we need to live.
In a just in time world, consider the ramifications of disruptions. How can the risk in any of it be measured.
could you please time stamp your video footage ?
when did this interview happen?
Few weeks ago I believe
He was wrong about the Government shutdown - you're better off discounting most of his insight
They only put off the shut down, its looming again
@@jaylewis9876 won’t get shut down
CPKC should be also assed heavy company based on what you said about airlines. They need to have all these trains to operate
The difference with rails is the majority of the capital spend has already taken place. You don’t have to constantly upgraded the entire network every few years
@@InvestorCenter hm, need to look at their P&L to say that. I'm not an expert in this industry. This is just my impression that both need constant expenses on maintenance 😕
@@Journext I am an expert in investing in those industries actually
please what s/why data shutdown ?
why are we not also talking about the money supply being part of this?
It’s more about increased energy cost than it is being short supply against demand
What do you think makes energy cost increase? Supply and demand
Fantastic analysis on the current inflationary landscape! Your breakdown of the supply and demand dynamics, especially with the used car example, made the concept so much clearer.
Bill Ackman's insights, combined with your thorough research, paint a comprehensive picture of what we might expect in the coming years. It's a timely reminder for investors to be cautious and strategic, especially in these uncertain times. I particularly appreciated your emphasis on the importance of investing in businesses with pricing power.
This video is a must-watch for anyone looking to navigate the complexities of the current economic environment.
Thanks for the deep dive, and I'm eagerly awaiting your next piece of content!
Great to meet with you which country are you from how can you motivate me
What happens when the fed reaches its unemployment target among a populace which already has record credit card debt?
There is nothing wrong with deflation or no inflation, an inflation of 2% is a TAX of 2%, not a good deal.
Well, so much for your goal of "making people better investors" ...
You explain why RBI is a great pick by pulling out an ideal scenario out of your hat: (18:00). Yes, IF the franchises are able to charge 50% more across the board, RBI will make 50% more. But there are so many other scenarios, many of them far less optimistic. Care to discuss price elasticity, wages and unemployment forecasts, competitive pressure, etc.?
Buying any of the companies listed here would have terrible advice over the last several years. This Ackman guy's portfolio has done worse than a money market fund.
The first thing is you gotta to be rich.
A flailing U.S. economy and elevated global tensions reduce the likelihood of prolonged inflation or higher long-term Treasury yields. All my focus right now is how to safeguard and improve my $2m portfolio from market changes based on the conflict in the middle east.
investors are bracing for key data to shed light on the strength of the US economy. Readings on third quarter GDP and the Fed's preferred inflation gauge are expected later this week.
Remeber when Bill bought Netflix at 400 and sold at 200. 1 year later its over 400. Good luck everyone.
Now demand is higher than supply??? Nope.
Business people are greedy and they are not willing to cut down the prices even though demand is down. In their perspective, higher margin and lower orders means even higher profits😢
Inflation in things you need and deflation in things you want like luxury items , housing and cars and Gucci handbags
very good video thAnks
Great, thank you from europe
Welcome!!
This guy preaches one thing and does another, always do opposite of whatever he says.
Ackman speaks in a rare brodcast about inflation and how we should view things!?
Excuse me while I put on my on sus glasses👓...... ok, lets party
Inflation has a greater impact on people's cost of living than a crashing stock or housing market,
resulting in an immediate and tangible effect. This explains the current high level of negative market
sentiment, and our need for assistance in surviving this challenging economy. The financial markets have
underperformed due to fears of inflation, causing stock and bond prices to plummet. Despite sounding basic,
consulting a financial advisor has enabled me to outperform the market and achieve a profit of $850,000
since June 2022, making it the ideal approach to enter the financial markets today.
Since the onset of the COVID-19 pandemic, constructing a solid financial portfolio has
become increasingly intricate. Therefore, I strongly advise anyone facing difficulties to
consider seeking professional assistance. By doing so, you can access tailored strategies that
specifically cater to your individual long-term goals and financial aspirations.
May I know the name of the financial advisor who has been helping you with your investments? If you're
comfortable sharing, could you also guide me on how to contact them?
The financial advisor I work with is *STEPHANIE KOPP MEEKS* . I discovered her during a CNBC interview and contacted her thereafter. She has been guiding me by providing entry and exit points for the specific securities I focus on. If you're interested, you can search for her online to learn more about her
expertise. I have been following her market strategies and have had no regrets thus far.
After conducting an online search, I came across *STEPHANIE KOPP MEEKS* and thoroughly examined her credentials. It appears that she possesses considerable expertise in the field. Consequently,
I reached out to her, providing a comprehensive description of my financial market objectives.
Thanks for the info , Found her website and it really impressive
So this channel doesn’t subscribe to Milton? Why no mention of money supply?
Is this video still valid? i mean he twitted a couple of days ago that he covered bond short.
How’s that Netflix position? Ouch
Inflation happens when you turn the printers on!
Are you telling me : you can buy AAL at 20cents to the dollar, and still it is not a good investment?
That’s not what the video said. AAL also has debt/liabilities that offset the plane assets
Get rich by doing the opposite of what he says... he's a well known liar
Haha, exactly. Hope he burns in hell.
So main takeaways are pricing power and light asset companies being two of the main things too look for when investing
he bought huge JC Penny back at $40 right before it went tits up. Id take what he says with a grain of salt.
RAILROADS ARE DEFINITELY NOT ASSET LIGHT,WAY WORSE THEN AIRLINES.
Inflation has nothing to do with the demand for goods and services
People should not speculate over the sort term economy with long contrat. But bill! Youve been shorting those since 2 years lol.
Ackman is spot on but your analysis when you picked some "resilient" businesses is too shallow. For example, what happens to RBI when franchisees run into problems due to high interest rates and dropping real wages causing customers to tighten up their spending on overpriced fast food in order to pay more essential bills?
biggest reason of inflation is printing money
Kinda weird to compare airlines to restaurants instead of railroad.
It’s to show the contrast between an asset intense industry to asset light and show how inflation impacts them differently
Inflation is not the result of higher demand. What you are talking about is price increase, which is a result of inflated money supply
I’m smart”
Do a video on how to get rich fast, i mean really fast within 3-5 years
Anyone who tells you that with a high degree of certainty is scamming you. Higher rewards require dramatically higher risk.
@@GetOutSmore age 20-28 is the age to take massive calculated risks
@@GetOutSmoreget rich fast is not a scam, get rich easy and fast is a scam
You can get rich during inflation by being able to see the future, or be silly lucky.
Investors are extremely alarmed by the impending recession and the Fed's rhetoric of raising interest rates. My $600,000 stock portfolio has lost 25% of it’s value. Whats the best way to hedge my portfolio to make profit in this recession.
Everyone is uneasy due to the continuous wars in the Middle East. To get assistance with your portfolio, you ought to speak with an FA.
It's really challenging to have a stable portfolio right now, so I always preach about the importance of having an advisor.This helped me stay afloat and improve my portfolio 0f $450k by 48% in just 3 months.They have strategies that are specifically suited to your long-term objectives and financial aspirations.
That's impressive! I could really use the expertise of this advisors.
Credits to Stacie Lynn Winson one of the best portfolio manager;s out there. she;s well known, you should check her out
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.
The video fails to include the biggest source of the inflation. MONEY PRINTING.
Money printing leads to increased demand. Another way to describe how inflation occurs: too much money chasing too few goods/services
You are conflating cause and effect. Money supply increase is the cause of demand increase.
change of M2 money supply/total population is the only real inflation measure.
The information in this video is great but the way the presenter ends the sentences is very annoying I have to say
hahahaha I am with you.
SweetGreen
This is the guy screaming sell at the pit while he is buying during the '08 crisis where he made $14B. Nice.
Own assets
Why is deflation bad?
Means there’s less demand because of lower consumer spending which is vital for economic growth. Also means that companies slow production which leads to other issues as well. Layoffs, salary reduction, bankruptcy, etc… Deflation, however could allow you to have more purchasing power overseas as the US dollar would increase because of deflation. Overall, a lot of variables.
If you are going to call the current inflation situation good, I’m shutting down.