Risk Assets Have Front-Run Reality (w/ Tian Yang) | Expert View

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  • เผยแพร่เมื่อ 7 พ.ย. 2024

ความคิดเห็น • 75

  • @groundedinfirstprinciples383
    @groundedinfirstprinciples383 5 ปีที่แล้ว +14

    A well spoken thesis on the bear argument for the future of U.S. markets. I also enjoyed the insights into China. I agree, I would be interested in a repeat interview in 6 months time.

    • @conduit242
      @conduit242 5 ปีที่แล้ว +1

      Bot

    • @groundedinfirstprinciples383
      @groundedinfirstprinciples383 5 ปีที่แล้ว +2

      @@conduit242 I am not a BOT, in the literal or figurative sense. I have beat the market year to date though. Feel free to dig into the numerous playlists I've saved. There's some great stuff in there, much more mechanical than this theoretical/intellectual content. Or not.

    • @conduit242
      @conduit242 5 ปีที่แล้ว +1

      Paul McGhee I stand corrected, give this gem (and its second part) a view, you’ll find it very interesting. Starts about 1 minute in:
      th-cam.com/video/6-Yf0lTmLKQ/w-d-xo.html

  • @aspant4814
    @aspant4814 5 ปีที่แล้ว +20

    Very talented young man. Speaks clearly and articulates well. Very little prompting or stopping to reflect on his thoughts. Genuine knowledge. Thanks for sharing.

  • @tom970091
    @tom970091 5 ปีที่แล้ว +2

    this channel is amazing....
    seems that the rosier side of Tian's predictions came through, dec 2018 was the bottom for the S&P, and V-shaped dips corrected up pretty quickly through Q3 2019.

  • @pvillaluna1
    @pvillaluna1 5 ปีที่แล้ว +2

    Hands-down best financial interview ever

  • @pavanpati
    @pavanpati 5 ปีที่แล้ว +10

    So much info to digest, thanks for sharing !

  • @benndanny12
    @benndanny12 5 ปีที่แล้ว +9

    Very intelligent guy with real depth of knowledge. The delivery is sober and understated. The thing is, given the scale of debt in the UK (£1.6 tr.), Japan, Europe, China ($10 tr.) and the US ($22 tr.), a bear market will create a disaster of biblical proportions, maybe not experienced since the bronze age collapse of 1200 BCE.

    • @SGspecial84
      @SGspecial84 5 ปีที่แล้ว +1

      Count your blessings for a bear market buying opportunity.

  • @rahulchahal5360
    @rahulchahal5360 5 ปีที่แล้ว +3

    Excellent analysis and presentation. Like other comments have him on in 3-6 months. Very informative

  • @brucewilliams2106
    @brucewilliams2106 5 ปีที่แล้ว +3

    An insider's highly technical view. I understood about ten percent of it.

  • @andrewnall2408
    @andrewnall2408 5 ปีที่แล้ว +3

    Great informative interview! Keep it up!

  • @oddping1
    @oddping1 5 ปีที่แล้ว +1

    Yes, the market spoke the same in the middle of March, but not now (4-8-2019).

  • @vernefits1953
    @vernefits1953 5 ปีที่แล้ว +5

    Superb high quality content

  • @liyexiang666
    @liyexiang666 5 ปีที่แล้ว

    first, such a good channel with only 70 k subscribers? wtf. second, this bro is very smart and knows what he is saying, absolutly no bs, all real. only thing inperfect about him is that he does not yet seem to have ability to translate his knowledge into sample phrases. I wish someone could do the job for me, i cannot follow all the technical details

  • @dunnoking
    @dunnoking 5 ปีที่แล้ว

    Brilliant. Coming back to this in June and he absolutely nailed the bear market prediction. Leading indicators don’t lie.

  • @whateverbothered
    @whateverbothered 5 ปีที่แล้ว +1

    A very insightful interview. Great content!

  • @greeneyes7392
    @greeneyes7392 5 ปีที่แล้ว +3

    Excellent- fresh too ! ! 👍🏼👍🏼

  • @carlosmonte9597
    @carlosmonte9597 5 ปีที่แล้ว +7

    Wow what a talent

  • @nunoalexandre6408
    @nunoalexandre6408 5 ปีที่แล้ว +2

    Very Nice InterView

  • @libertysprings2244
    @libertysprings2244 5 ปีที่แล้ว +1

    Probably the best I've seen on here. Great! I love that he wouldnt tell if there is something that would make us so much money we would quit our other jobs.

  • @gen-X-trader
    @gen-X-trader 5 ปีที่แล้ว +2

    excellent interview!

  • @threedogsandacamper503
    @threedogsandacamper503 5 ปีที่แล้ว +1

    Excellent, very informative.

  • @abovemike
    @abovemike 5 ปีที่แล้ว

    this guy is actually smart. please more interviews with him

  • @FRANTAJE1
    @FRANTAJE1 5 ปีที่แล้ว +3

    LOVE THAT GUY. Humble, inteligent and very persuasive. This guy could sell me my own death and I would buy.

  • @fallenangel2123
    @fallenangel2123 5 ปีที่แล้ว +1

    👍 interview ! This 👦 is much smarter than me, but I don't have the balls to buy put options right now (even if the vol is low etc). And the idea of hedging with futures is too complicated for a retail investor like me. My strategy is to use triple leveraged etf only, no hedge. What do you think about this ?

  • @cabomac1
    @cabomac1 5 ปีที่แล้ว +1

    This well spoken young man is the Shiznik........

  • @mainemceachern1521
    @mainemceachern1521 5 ปีที่แล้ว +2

    Tians’ clearly very smart and knowledgeable. I just wish he’d use less jargon.

  • @danielakasmart2891
    @danielakasmart2891 5 ปีที่แล้ว

    I didnt think he could spit knowledge the whole video but he did!!!

  • @yoda1740
    @yoda1740 5 ปีที่แล้ว

    Great video

  • @Guron90
    @Guron90 5 ปีที่แล้ว

    Nice one finally!!

  • @blakebyerly7887
    @blakebyerly7887 5 ปีที่แล้ว

    What is the meaning of, "the probability that the bull run is over", and the point about a double bottom? Key trades depend on QE not being re-introduced, if it is everything goes opposite.

  • @nslcap
    @nslcap 5 ปีที่แล้ว +1

    wow... smart analysis... agree

  • @bradygantt9424
    @bradygantt9424 5 ปีที่แล้ว +4

    This guy knows what’s up

  • @octaviosagustuas2615
    @octaviosagustuas2615 5 ปีที่แล้ว +2

    I suppose more or less a useful explanation for discovering the measurement of the market....!!! But man... the jargon in the language he uses in his talk... jeez...! making sense of it all frustratingly challenging!!!

  • @WorldReserveCurrency
    @WorldReserveCurrency 5 ปีที่แล้ว +1

    wow great interview! the news on bloomberg is sounding a lot more like waiting room filler.

  • @thomaskauser8978
    @thomaskauser8978 5 ปีที่แล้ว

    There was a substantial change to the way things were done after interest on excess reserves was introduced to the economy? Liquidity expanded for the central bank to create SWAP instruments to deal out the benefit of TARP to ITS other owners and make a smooth profit in eurozone currency ? Equities have no defense against being used as a transitional currency to force de-risking? Expect a lot of goodwill on overextended balance sheets due to merger activity and artificial price inflation to add more consumer pain from mergers? Debt collection will replace the consumer as 65% of the economy? Bank lenders will scramble to keep their federal reserve accounts topped off at expense of consumer borrowing? T-bills and silver.

  • @jholid6y
    @jholid6y 5 ปีที่แล้ว

    Long story short, shit is about to hit the fan

  • @petersmith9621
    @petersmith9621 5 ปีที่แล้ว +1

    Can't even fasten his 3rd shirt button. Odd.

  • @dannyliang6730
    @dannyliang6730 5 ปีที่แล้ว +3

    Thoroughly enjoyed. Waiting for the fall.

    • @Jon-br8co
      @Jon-br8co 5 ปีที่แล้ว +1

      getting old waiting but still waiting. lol...

    • @uxpjsxu
      @uxpjsxu 5 ปีที่แล้ว

      @@Jon-br8co I fear there will be no fall. Markets have been socialized and govt. institutions / reserve banks now determine the price of everything. I think the only way a fall will be experienced will be not in markets but in social turmoil a la the 'Jillet Jaune'

    • @Jon-br8co
      @Jon-br8co 5 ปีที่แล้ว

      @@uxpjsxu So you're the guy betting against the yield curve inversion? Brave....

    • @uxpjsxu
      @uxpjsxu 5 ปีที่แล้ว

      @@Jon-br8co Only thing I'm betting against is the AUD (and not worked out well last 4 yrs). Can't bet on or against the whim of the Fed / CCP though. Like you said I'm getting old waiting. I would add also losing my mind. Never thought the Chinese could keep this charade going this long.

    • @Jon-br8co
      @Jon-br8co 5 ปีที่แล้ว

      @@uxpjsxu You don't think this is a Bull trap? Saw the exact same setup at the Dotcom reset as well as the last one in 08.

  • @tibsyy895
    @tibsyy895 5 ปีที่แล้ว +3

    He is pretty much right on everything. I can agree with everything he said.

  • @j3nny235
    @j3nny235 5 ปีที่แล้ว

    I'm in awe. Top class brain with C-pop movie star good look...Sigh...

  • @krasimirslaveykov4244
    @krasimirslaveykov4244 5 ปีที่แล้ว

    very smart guy

  • @nachannachle2706
    @nachannachle2706 5 ปีที่แล้ว

    While I appreciate this man's insights, he would be MUCH better off watering down his technotalk. Being able to pass on knowledge while using day-to-day language is a skill that, unfortunately, younger economists often lack. KISS.

  • @jefflovejoy2997
    @jefflovejoy2997 5 ปีที่แล้ว

    Yeah, but think of all the trillions to be made at minus negative 100, one-million, one-trillion. There's money to be made in debt and bankruptcy. [heavy sarcasm]

  • @nukelaloosh4795
    @nukelaloosh4795 5 ปีที่แล้ว

    and this one time, at uptalking bobblehead camp

  • @jmwSeattle
    @jmwSeattle 5 ปีที่แล้ว

    Austrian Economics doesn’t say that. This guy doesn’t know anything about “animal spirits.”

    • @fallenangel2123
      @fallenangel2123 5 ปีที่แล้ว +1

      But he knows enough about all the other "spirits" & some of the "ghosts" .

    • @fredfrond6148
      @fredfrond6148 5 ปีที่แล้ว +2

      Tell me what he doesn’t know?

    • @fallenangel2123
      @fallenangel2123 5 ปีที่แล้ว +3

      @@fredfrond6148 The exact date & time of the recession

    • @fredfrond6148
      @fredfrond6148 5 ปีที่แล้ว +1

      JmwSeattle explain animal spirits to me I want to know when the recession is going to come. Date please? Myself I have no idea🤷🏼‍♂️.

    • @jmwSeattle
      @jmwSeattle 5 ปีที่แล้ว

      Read “Ethics” and “Politics” by Aristotle