Big rate cuts by the Fed might mean 'a real slowdown and recession', warns Wharton's Jeremy Siegel

แชร์
ฝัง
  • เผยแพร่เมื่อ 18 พ.ย. 2024

ความคิดเห็น • 98

  • @EverlyndPerez
    @EverlyndPerez 10 หลายเดือนก่อน +84

    A better course of action this year would be to just have a well-diversified portfolio that is ready for any scenario rather than attempting to forecast and prognosticate whether or not we are entering a recession. According to Bloomberg, some people have been doing this by averaging 15% every seven weeks.

    • @BenTodd-fl8nv
      @BenTodd-fl8nv 10 หลายเดือนก่อน +5

      Predicting short-term market movements is extremely difficult in reality. It requires the investor to be right twice: Essentially why individuals engage service of experts who provide proper strategies to navigate the markets

    • @RickWatson-xu6gw
      @RickWatson-xu6gw 10 หลายเดือนก่อน +4

      I would encourage you to seek advice from a qualified investment adviser in order to be safe and avoid second-guessing your market judgements. They have a better understanding of market trends and can change a portfolio to align with them.

    • @judynewsom1902
      @judynewsom1902 10 หลายเดือนก่อน +4

      It appears that you understand the market well. Who is the trusted and recommended advisor?

    • @RickWatson-xu6gw
      @RickWatson-xu6gw 10 หลายเดือนก่อน +1

      *Kaitlin Rose Sternberg* . She really is a portfolio diversification genius. Since she is subject to SEC regulation, you can research her online.

    • @RickWatson-xu6gw
      @RickWatson-xu6gw 10 หลายเดือนก่อน +3

      Special thanks to one of the best portfolio managers in the industry,
      *Kaitlin Rose Sternberg* . She is well known; you ought to look at her work.

  • @spinchange
    @spinchange 10 หลายเดือนก่อน +8

    Jeremy Siegel is my favorite stock market bull. Love the guy.

    • @lugia8888
      @lugia8888 10 หลายเดือนก่อน +1

      hes been so right lately

    • @firstlast8258
      @firstlast8258 10 หลายเดือนก่อน

      ​@@lugia8888wrong 🤓🖕

    • @Ubbs24
      @Ubbs24 10 หลายเดือนก่อน

      Lol lately? Completely wrong furring 33percnt drop

  • @Hi_Chew
    @Hi_Chew 10 หลายเดือนก่อน +10

    Key takeaway: The willingness to cut is more important than the actual cuts.

  • @erwmlw
    @erwmlw 10 หลายเดือนก่อน +14

    Two people i listen to Jeremy Siegel and Tom Lee!

    • @patrickmccarthy5617
      @patrickmccarthy5617 10 หลายเดือนก่อน

      Settle down, AI

    • @keto6789
      @keto6789 10 หลายเดือนก่อน

      ... and Dan Ives!

    • @Ubbs24
      @Ubbs24 10 หลายเดือนก่อน

      Lol

  • @lawerencemiller9720
    @lawerencemiller9720 10 หลายเดือนก่อน +60

    In these uncertain times, it's more important than ever to have a solid understanding of how to manage your finances, invest wisely and navigate economic downturns. But my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains, sure I'm all in on the long term game, but with my savings are lying waste to inflation and my portfolio losing gains everyday, I need a remedy.

    • @bobbymainz1160
      @bobbymainz1160 10 หลายเดือนก่อน +3

      If you need advice, consider speaking with a financial advisor. Don't get me wrong, you can do it on your own, but financial advisors have a lot more knowledge and expertise in this area.

    • @jameswood9772
      @jameswood9772 10 หลายเดือนก่อน +1

      you are completely right, Advisors have information and paths that are not disclosed to the public.. I profited £560k in 2022 under the tutelage of my Fiduciary-counselor. Am I selling? Absolutely not.. I am going to sit back and observe how this all plays out.

    • @johnlennon232
      @johnlennon232 10 หลายเดือนก่อน +1

      That's impressive! I could really use the expertise of this manager for my dwindling portfolio. Who’s the professional guiding you?

    • @jameswood9772
      @jameswood9772 10 หลายเดือนก่อน +7

      Natalie Marie Tuttle 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.

    • @johnlennon232
      @johnlennon232 10 หลายเดือนก่อน +2

      I'll look Natalie up and send her a message. You've truly motivated me. God's blessings on you.

  • @danielscott1409
    @danielscott1409 10 หลายเดือนก่อน +10

    You can also get rate cuts because the oil prices went down and it's an election year (not only because economy is weak)

  • @trusty099
    @trusty099 10 หลายเดือนก่อน +4

    The good professor.

  • @RaniVeluNachar-kx4lu
    @RaniVeluNachar-kx4lu 10 หลายเดือนก่อน

    My two favorite finance speakers are: Warren Buffet and Jeremy Siegel. You get the straight talk.

  • @erichvonmolder9310
    @erichvonmolder9310 10 หลายเดือนก่อน +6

    The Federal Reserve has a lot of wiggle room to work with. He is correct, big rate cuts means the economy is suffering. Give it to me slowly and easily.

    • @aweaduetr-mj-o7fBn
      @aweaduetr-mj-o7fBn 10 หลายเดือนก่อน +1

      Omg! FED and Janet are wondering. Wondering why labor unemployment do not rising? Janet and Congress rising limit of budget deficit. Rising and rising debt of USA budget. Means they are creating new jobs in government sector. Creating and creating. And??? And are wondering with Powell FED why labor market so resilience!
      Inflation will never stop till rising limit of debt USA. USA will go with rate 5% to the 2025 believe me....

    • @erichvonmolder9310
      @erichvonmolder9310 10 หลายเดือนก่อน

      @@aweaduetr-mj-o7fBn , We have always had inflation and if there were times we didn't, we would be in trouble. The powers at be determined that 2% inflation for the US is optimal. Inflation isn't "bad", just too much or too little is problematic. No 5% inflation, unless things are not good. I disagree with your belief.

  • @jimbojimbo6873
    @jimbojimbo6873 10 หลายเดือนก่อน +7

    Reducing rates now would be insane, atleast wait to see if inflation is low

    • @888strummer
      @888strummer 10 หลายเดือนก่อน +2

      Rates need to be reduced ASAP or tens of billions of commercial real estate loans will not be refinanced and a new financial crisis will begin. To be more clear; tens of billions of commercial real estate loans must be refinanced in 2024 and most are in the 3 to 4% range. They cannot refinance at the current 7 to 8% rate and needs rates to be lowered by at least 30%. The same goes for 1,000+ small banks who still have tons of 2% treasuries on their books

    • @weho_brian
      @weho_brian 10 หลายเดือนก่อน +2

      Don't understand why people think rate cutes/hikes are binary events. Just because you cut rates, it doesn't mean that you have to cut them dramatically. The fed can cut three times, 25 basis points each and bring FFR to 4.75 at the end of 2024. This keeps inflation in check and restores other areas of the credit market, real estate, etc. You also need to cut rates to be forward looking because of the lag effect it has on the economy

    • @The-Capitalist
      @The-Capitalist 10 หลายเดือนก่อน

      @@weho_brian Pay attention to the 2 year yield. That is what the FED has always used to determine fed funds. They do not look forward! They only follow!

    • @ca6360
      @ca6360 10 หลายเดือนก่อน

      Yeah don't want to cause reverse crash and drive up housing that is in low supply now

  • @Jeff-hn8iy
    @Jeff-hn8iy 10 หลายเดือนก่อน +2

    I see a Siegel interview, I click

  • @TehDeeBjorn
    @TehDeeBjorn 10 หลายเดือนก่อน +2

    Kinda scary when I hear almost everybody on CNBC talking bullish while the real market "on the street" is still struggling. Staying 85-90% on short terms.

  • @detectiveofmoneypolitics
    @detectiveofmoneypolitics 10 หลายเดือนก่อน +2

    Economic investigator Frank G Melbourne Australia is following this informative content cheers Frank 😊

  • @hymansahak181
    @hymansahak181 10 หลายเดือนก่อน +4

    Follow the 2-year T versus Fed Funds rate. Fed has work to do. Fed always follows the free markets by about 6 months. Let’s see what happens by May.

  • @citizendan6390
    @citizendan6390 10 หลายเดือนก่อน +2

    Looking good professor!

  • @robbrown4621
    @robbrown4621 10 หลายเดือนก่อน +5

    This guy looks like MR. MaGoo...

  • @GregRyanFitness
    @GregRyanFitness 10 หลายเดือนก่อน +3

    Duh!!!! Rasie the rates people say then they wonder why the market tanks EVERY time!

    • @Fgji230
      @Fgji230 10 หลายเดือนก่อน

      Near all time highs

    • @lI0OIl00OO00llII
      @lI0OIl00OO00llII 10 หลายเดือนก่อน

      @@Fgji230 Respectfully, check out yield curve, lei, sahm rule, fed funds rate, mean reversion, green street cppi, etc. See when the moves downward begin, what people are saying and how long it takes. You will see we are sitting right on the edge once you look at this stuff..dont get caught buying overpriced goods, good luck to you, I hope you check this stuff out

  • @R4dr1ar
    @R4dr1ar 10 หลายเดือนก่อน

    CNBC, please buy him a HD webcam. Thank you.

  • @douglash.8862
    @douglash.8862 10 หลายเดือนก่อน +1

    Rate Cuts = HIGHER Stock and Fixed Income, Prices,.. "Take it, to the Bank" !!!
    I've SEEN this Movie,.. before and, I really,.. LIKED,..IT !
    I'll go with, Jeremy Siegel and Tom Lee,.. for the Big,.."Win" !
    NOTE; TNX has already "Dropped" ONE Full, Percent and,.. MORE to, Come !!!

  • @MainMan7012
    @MainMan7012 10 หลายเดือนก่อน +1

    Oh how terrible! Dow 37,000!

  • @goneviral8814
    @goneviral8814 10 หลายเดือนก่อน +2

    Theree are no rate cuts coming in the 1st quarter

    • @hymansahak181
      @hymansahak181 10 หลายเดือนก่อน

      Watch the 2-year T. Fed Funds rate will follow that 6 months out. They are already behind. So you might see a cut in April or May. Just in time for the Presidential reality show to begin.

  • @YosemiteScubaDiver
    @YosemiteScubaDiver 10 หลายเดือนก่อน

    They aren't cutting with inflation above 3 percent. That would push inflation right back up

  • @rickhayes-oh2zm
    @rickhayes-oh2zm 10 หลายเดือนก่อน +2

    Counting food and energy economy sucks.

  • @ibrahimseth8646
    @ibrahimseth8646 10 หลายเดือนก่อน

    Dont forget to mine more gold if you want to rise more rates for well balance. Gold support the rates.

  • @patrickmccarthy5617
    @patrickmccarthy5617 10 หลายเดือนก่อน +2

    A "journalist" asking "why arent we talking about" is hilarious to me lol

  • @KungPowEnterFist
    @KungPowEnterFist 10 หลายเดือนก่อน +2

    The Fed did not raise the funds rate high enough given the war time level deficit spending spree that is ongoing. Get ready for the next wave of inflation.

  • @BlaiseOnowhosa
    @BlaiseOnowhosa 10 หลายเดือนก่อน +1

    I'm really between the devil and the deep blue sea, is this really a good time to buy? Folks are screaming "Dead cat bounce" Do I just wait and buy after continuation after rally when things go back down? My reserve of $450K is laying waste to inflation and I don't know what to do at this point tbh, I need solid data on market trajectory.

    • @officialMiaJackson
      @officialMiaJackson 10 หลายเดือนก่อน

      Strategic investment is important. My ideal investment is a varied portfolio that includes stocks, bonds, and ETFs. It gives excellent long-term return and has performed admirably thus far, with the assistance of an advisor on the side. 10xing my portfolio in a few years does not seem too far-fetched to me.

    • @BlaiseOnowhosa
      @BlaiseOnowhosa 10 หลายเดือนก่อน

      Talking about advisor, do u consider anyone worthy of recommendations? I have about 100k to taste the water now that large cap stocks are at a discount... Thanks.

    • @officialMiaJackson
      @officialMiaJackson 10 หลายเดือนก่อน +1

      All credits goes to Lisa Ann Moberly, one of the best advisors out there. She’s well known, you should look her up.

    • @BlaiseOnowhosa
      @BlaiseOnowhosa 10 หลายเดือนก่อน

      Thank you so much! I found her webpage and left a message. Hopefully, she responds

  • @Jake-pf4kv
    @Jake-pf4kv 10 หลายเดือนก่อน +3

    what about the soft landing? 😆😆😆

  • @keto6789
    @keto6789 10 หลายเดือนก่อน +2

    My man!

  • @rickhayes-oh2zm
    @rickhayes-oh2zm 10 หลายเดือนก่อน +2

    uranium went up. 20 to 90

  • @rickhayes-oh2zm
    @rickhayes-oh2zm 10 หลายเดือนก่อน +1

    election year money printing and rate cuts.

    • @firstlast8258
      @firstlast8258 10 หลายเดือนก่อน

      Muh money printing 🤓🖕

  • @vaneh6982
    @vaneh6982 10 หลายเดือนก่อน +1

    Based on data this man is out of his tree..no cuts in march..n market did price that in..so guess what happens when it dont get it? Timberr

  • @NealIRC
    @NealIRC 10 หลายเดือนก่อน +6

    I hope the interest rates continue to stay high. If you walk along the lakefront/beaches, plenty of women laying out in bikinis on a weekday. Clearly the economy is not hurting everyone.

    • @greghoward8889
      @greghoward8889 10 หลายเดือนก่อน +2

      Yep, we need DEflation....

    • @spenser6353
      @spenser6353 10 หลายเดือนก่อน

      You hope interest rates stay high so a whole generation of millenials and Gen. Z. can never own a home or build wealth?

    • @NealIRC
      @NealIRC 10 หลายเดือนก่อน

      @@spenser6353 we had much higher interest rates in the 1970s. Perhaps the interest rate today should be the norm? Consider what did near-0 interest rates do a few years ago, it made loans cheap, and made the housing market so expensive, knowing loans were cheap. This current interest rate will at least cause housing prices to go down.

    • @bplmedia
      @bplmedia 10 หลายเดือนก่อน

      @@spenser6353I’m Gen Z my opinion. Rates should stay high. This run up in asset prices is a result of over spending, and lack of having to be competitive with higher rates. There is a lot more care and due diligence when rates are higher and it leads to less financial mistakes and it’s a much more competitive and fair market. Also it’s nice putting money in the bank and getting 5%.

    • @AR-rn8ok
      @AR-rn8ok 10 หลายเดือนก่อน

      😂God forbid they have days off. How dare they. 🙄

  • @illegalsmirf
    @illegalsmirf 10 หลายเดือนก่อน

    Jezza has been taking the little blue pills again 🚀

  • @marko6657
    @marko6657 10 หลายเดือนก่อน

    Looks like Milton Friedman

  • @edgardoberlioz2168
    @edgardoberlioz2168 10 หลายเดือนก่อน +1

    There’s no rate cuts it’s pure manipulative tactic by the treasury and federal reserve that balance sheet still has whopping 8 trillion …grandpa

  • @eh7599
    @eh7599 10 หลายเดือนก่อน

    This guy is a whiner

  • @stevecohen11
    @stevecohen11 10 หลายเดือนก่อน +1

    The money supply is historically very low. Are you going to mention that?

    • @CzElite7
      @CzElite7 10 หลายเดือนก่อน +1

      Historically low in what context? As of November 2023, there are over $20.5 trillion dollars in circulation from a high of about $22.7 trillion. Hardly a "historically low" amount. Couple this with the fact that the word on the street is that the Fed is going to have to slow down their tapering of their balance sheet and you could have a recipe for nice market growth and, subsequently, a LOT of available dollars in circulation.

    • @jordanslingluff287
      @jordanslingluff287 10 หลายเดือนก่อน

      Well the $8.5 trillion in bonds being refinanced this year will increase the supply dramatically because of the interest rates paying out. That's the problem with this much debt. Once it gets so big the Fed no longer has control.

    • @CzElite7
      @CzElite7 10 หลายเดือนก่อน

      @@jordanslingluff287 I don't disagree but the bonds refinance is an apples to oranges comparison (monthly supply versus debt and interest rates).

    • @jordanslingluff287
      @jordanslingluff287 10 หลายเดือนก่อน

      @@CzElite7 It's gonna equal about $100-250 billion a month in new money.

  • @vevesubreddit8430
    @vevesubreddit8430 10 หลายเดือนก่อน

    The physical representation of snake oil this guy

    • @MasterRoss-sn7dl
      @MasterRoss-sn7dl 10 หลายเดือนก่อน

      It’s a commentary. Why don’t you just spit out what you’re really trying to say

  • @mmercato7174
    @mmercato7174 10 หลายเดือนก่อน

    The Fed will make many rate cuts but only 25 or 50 steps !