Why the $35 Trillion Federal Debt Could Wreck the Economy | Jim Bianco
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- เผยแพร่เมื่อ 28 มิ.ย. 2024
- Jim Bianco joins to discuss inflation, rising interest rates, and the concentrated tech rally, providing critical perspectives on managing investment risks in a volatile market.
Jim Bianco, President and Macro Strategist of Bianco Research, joins James Connor to discuss the unprecedented challenges facing today's markets. With inflation rates sticking and bond yields soaring, Bianco breaks down why investors need to brace for a volatile second half of the year. Are the market’s biggest tech giants driving an unsustainable rally?
Timestamps:
00:00 - Introduction
01:17 - Nvidia’s market impact
05:19 - Rising interest rates impact
10:00 - Concentration in tech stocks
12:05 - Economic slowdown analysis
18:48 - Inflation and stagflation concerns
25:00 - Inflation’s economic impact
27:28 - Government spending concerns
30:00 - Consequences of massive spending
32:39 - Interest expense and federal debt
35:00 - Fed’s interest rate dilemma
40:00 - ECB’s rate cuts vs Fed
43:14 - Global economic trends
45:00 - Rise of speculative investments
48:55 - Conclusion
Inflation erodes the value of money over time, so investing is crucial to stay ahead of it
Ignoring inflation is like letting your savings slowly melt away. Investing helps preserve and grow your wealth
Investing in assets like stocks, real estate, or commodities can provide a hedge against inflation
With inflation, what costs $100 today might cost $110 or more in a few years. Investing can help offset that loss. Even conservative investments like bonds or dividend-paying stocks can help combat the effects of inflation
The earlier you start investing, the better equipped you'll be to handle inflation's impact on your savings
Don't let inflation eat away at your purchasing power. Invest wisely and reap the rewards. Being proactive about investing is like building a shield against the erosive effects of inflation.
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!.
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 kiana rachel
I agree just reached my goal of $500k monthly trade earnings. Setting realistic goals is an essential part of trading.
How can someone know a professional broker when legit once are hard to find this days
She's recognized as 'Mrs Kiana rachel . One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
I agree. Based on personal experience working with an investment advisor, I currently have $1m in a well diversified portfolio, that has experienced exponential growth. It is not about having money to invest in stocks,but also you need to be knowledgeable, persistent, and have strong hands to back it up.
Our economy is struggling with uncertainties, housing issues, foreclosures, global fluctuations, and the pandemic aftermath, causing instability. Rising inflation, sluggish growth, and trade disruptions need urgent attention from all sectors to restore stability and stimulate growth.
With the US dollar losing value to inflation and other currencies gaining traction, uncertainty looms. Yet, many still trust in the dollar's perceived safety. Worried about my $420,000 retirement savings losing value, I seek alternative security for my money.
With my demanding job, I lack time for investment analysis. For seven years, a fiduciary has managed my portfolio, adapting to market conditions, enabling successful navigation and informed decisions. Consider a similar approach.
@@BrianAlbert-hh3pi This is definitely considerable! Do you think you could suggest any professionals or advisors I can get on the phone with? I'm in dire need of proper portfolio allocation.
@@OliverLiam-px3vx Just research the name Desiree Ruth Hoffman. You’d find necessary details to work with a correspondence to set up an appointment.
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
Jim is one of my favorites! He should take over for JaPo.
Jim is smart, logical and articulate!
Great interview with one of the brightest these days!
Bianco Je apprecie the objective perspectives on global economics
Economic investigator Frank G Melbourne Australia is following this informative content cheers Frank 😊
Jim is second to none. Brilliant. Thanks for the interview 🙏
Damn brilliant discussion. Way to go guys
Excellent Observation!
Thank you for sharing. Financial education is crucial today to show incredible resilience and discipline in the volatile market, masterfully balancing strategy and insight for success. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Thanks for keeping it light and real at the same time. Much needed for us traders in times like these!
I appreciate the professionalism and dedication of the team behind Francine’s trade signal service.
The internet is filled with so many useful information about Francine Duguay crypto….
This is why it is advisable to connect with a true market strategist in order to avoid missing such opportunity and maintain steady gains.
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.
Another metric that supports Jim Bianca’s “strong economy” thesis are Federal government tax receipts. These are up significantly… 10% compared to the previous fiscal year YTD.
Good talk
When you say Nvidia has outperformed Buffett over the last 60 years is that adjusting buffett's returns for inflation?
Jim...what happens after a blow off top?
For the record on 6/14 the 10 year yield is 4.2% not 4.5% ?
You want to know what inflation does to an economy? Ask to any Brasizilian who lived through 1980´s and early 1990´s. I got so out of hand that prices where marked up a few times per day in the supermarkets.
Well we have a regulation to tackle that. We are not a 3rd world still 😊
I think Jim is little biased towards bonds. 5% risk free rate still erodes purchasing power of currency.
It says this was recored 1 hour ago.....10-yr is not 4.5 but 4.2 6/14/24?????????
What are you talking about they are at 4.2 5 year is
Yahoo Finance was the Reddit, X, ... of the late 90s.
Now that Bitcoin etf is approved,
What is the best strategy to enter crypto trading for someone with more or less than $5,000 to invest?
As a beginner, it's essential for you to have a mentor to keep you accountable.
I'm guided by a widely known crypto consultant
She's Stephanie Aaron Trentham
This is correct, Stephanie strategy has normalized winning trades for me also, and it's a huge milestone for me looking back to how it all started..
Yes, I agree with you. Her platform is wonderful, and her strategies are exceptional
It doesn't matter if you are a current hodler or a newbie. You can capitalize on the fluctuation of Bitcoin by trading with good strategy/signals
Inflate the nation.
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The idea that economic expansions are only murdered is just wrong. If it were true then economies could only go into recession from external shocks and recessions could not come about endogenously. This is clearly wrong. The economy is endogenously cyclical to begin with. You would be repealing all of real business cycle theory with this kind of thinking.
Roaring Kitty posting a picture is market manipulation? But all the cheerleaders from different investing firms on the TV isn't?
The Feds has unleashed chaos! every day we encounter novel challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2023, how can we enhance our earnings during this period of adjustment? I cannot let my $680,000 savings vanish after putting in so much effort to accumulate them.
I'll suggest you find a mentor or someone with experience guide you especially in this recession. for your and portfolio diversification.
Very true, a huge part of my portfolio growth has come during this bear market. I've been able to scale from $180K to $372K in a short period of time. I basically was just following the steps and guideline from my financial advisor. as long as you've professional help, you're good to go
@@BernardFrederick-tk7un I'm intrigued by your experience. Could you possibly recommend a trustworthy advisor you've consulted with?
@@BernardFrederick-tk7un Could you kindly elaborate on the advisor's background and qualifications?
The advisor that guides me is Sharon Ann Meny, most likely the internet is where to find her basic info, just search her name. She's established.
All this Nvidia talk and copper dropping. This AI fantasy is just that: fantasy without copper
So.... we're never going to have
a recession again? You sound like Janet yellen
Like your work.
The fed guy said the opposite of you on inflation
Basically 2.8 is same as 2 percent
Dude - you need to understand french political aystem. Macron is safe for next two plus years even if his party loose the election badly (which is predicted).