Top Fund Manager's "Cloudy" Outlook For 2025 | Jan van Eck

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  • เผยแพร่เมื่อ 9 ม.ค. 2025

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  • @adam.taggart
    @adam.taggart  25 วันที่ผ่านมา +5

    GET THOUGHTFUL MONEY'S FREE NEWSLETTER at thoughtfulmoney.substack.com/

    • @Jalleur14325
      @Jalleur14325 24 วันที่ผ่านมา

      Adam, further thoughts on content. Could you get someone on to talk through stop loss and limit orders. I haven't found a way for this to work for me, I wonder whether it's rigged for insiders....for example if you set a stop loss at 10, it often drops to 6 before the sale is triggered. So basically I'm saying how can retail investors not get left out in the cold.

  • @Freeh-l6u
    @Freeh-l6u 24 วันที่ผ่านมา +127

    Most rich people stay rich by spending like the poor and investing without stopping then most poor people stay poor by spending like the rich yet not investing like the rich but impressing them. People prefer to spend money on liabilities, Rather than investing in assets and be very profitable

    • @สงวนจันทเนตร
      @สงวนจันทเนตร 24 วันที่ผ่านมา

      You work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires

    • @petyquekuia6896
      @petyquekuia6896 24 วันที่ผ่านมา

      You work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires

    • @blazebeecher
      @blazebeecher 24 วันที่ผ่านมา

      *I really appreciate your clear and simple breakdown on financial pitfalls! I lost so much money on stook market but now making around $18k to $21k every week trading different stocks and cryptos*

    • @YogeshSharma-um4zx
      @YogeshSharma-um4zx 24 วันที่ผ่านมา

      Hello how do you make such??? I'm a born Christian and sometimes I feel so down 🤦‍♀️of myself because of low finance but I still believe in God

    • @blazebeecher
      @blazebeecher 23 วันที่ผ่านมา

      I'm guided by Josh Olfert. A widely known consultant

  • @ParkSloper
    @ParkSloper 25 วันที่ผ่านมา +33

    Always appreciate Jan as a guest. The opinion of someone overseeing a firm that has an ACTUAL $70B AUM is always valuable. Thanks Jan and Adam.

    • @bigvic950
      @bigvic950 25 วันที่ผ่านมา +2

      I think it’s like 120 billion

    • @ParkSloper
      @ParkSloper 25 วันที่ผ่านมา

      @@bigvic950I did make a purchase last week, they must had added an extra couple of zeros!

    • @simrans3675
      @simrans3675 25 วันที่ผ่านมา +1

      Bring Jan back in Jan?

  • @Nicole-zv7ee
    @Nicole-zv7ee 22 วันที่ผ่านมา

    Jan Van Eck is one of my favorite guests that you have on the show. Please have him on regularly. He is great!! Thank you.

  • @ocox8659
    @ocox8659 25 วันที่ผ่านมา +9

    Jan is one of my most favorite guests

    • @carisalex
      @carisalex 24 วันที่ผ่านมา

      He is the best! His communication is crystal clear, he has slides, doesnt over complicate things.

  • @charu1404
    @charu1404 25 วันที่ผ่านมา +3

    Adam I love how you are always taking your audience along by clarifying points with your guests to whom those things might be obvious. Thank you great session

    • @Jalleur14325
      @Jalleur14325 24 วันที่ผ่านมา +1

      Yes..this is excellent 👌🏻

  • @Home123-zj9bb
    @Home123-zj9bb 23 วันที่ผ่านมา

    Jan is just right to the point. Excellent

  • @argoskier
    @argoskier 23 วันที่ผ่านมา +1

    Love this guy. Top 3 guests.

  • @whodidit99
    @whodidit99 25 วันที่ผ่านมา +2

    I really like this guest. He clarifies complex information into a form that the average investor can understand.

  • @Boomer28
    @Boomer28 24 วันที่ผ่านมา

    I watch a number of these financial podcasts, and this one is by far the best. Great job Adam.

  • @Dub5673
    @Dub5673 25 วันที่ผ่านมา +8

    At this point of market valuations and after the monumental run-up we’ve seen, IMO if you don’t have your dry powder ready in a big way, you are gambling heavy. I’ve booked profits and have some nat gas and oil stocks still in the game, but I’ve learned from previous downturns about not having cash ready to deploy. I might miss out on some up-side in the market if things continue but I sleep better knowing I won’t lose my shirt and I’m still making about 4.5 percent in the money market at the moment. As many have said before, it’s all about risk tolerance and I’m more a conservative in many ways. The next 3-6 months should be very interesting. Thanks to Adam and Jan for their time and efforts in bringing us this interview.

    • @ironmantooltime
      @ironmantooltime 24 วันที่ผ่านมา +1

      Buy the crashes not the dips

  • @kedarmukherjee5007
    @kedarmukherjee5007 25 วันที่ผ่านมา +2

    Absolutely enjoyed Jan’s session. Loved to see him back.

  • @mikedevere
    @mikedevere 24 วันที่ผ่านมา +1

    Great deal of wisdom in one hour 👍

  • @bullguy3287
    @bullguy3287 25 วันที่ผ่านมา +8

    Thank you Adam, and thank you for not spending energy on bitcoin.

    • @AMD-dx6yz
      @AMD-dx6yz 25 วันที่ผ่านมา +2

      Not everyone can be saved.

    • @friendlychat34
      @friendlychat34 24 วันที่ผ่านมา +1

      If he had spent some time on it over recent months, maybe his viewers would have actually made some money.
      Instead of being constantly scared by 'fearful money'

  • @mattanderson6672
    @mattanderson6672 24 วันที่ผ่านมา

    Fantastic discussion
    Excellent analysis from Jan
    Thank you Sir
    Thank you to Mike and John too
    I always love listening to you Adam
    Merry Christmas to you all !
    Thank You Gentlemen

  • @jimdou4617
    @jimdou4617 25 วันที่ผ่านมา +2

    Jan is an awesome guest, very informative!

    • @adam.taggart
      @adam.taggart  25 วันที่ผ่านมา

      Glad you enjoyed it!

  • @dawnblack7957
    @dawnblack7957 23 วันที่ผ่านมา

    Thanks, Adam.

  • @thomasgarcia6344
    @thomasgarcia6344 25 วันที่ผ่านมา

    Great, great interview with Yan. He provided so much great info! Thank you!!

  • @daveschmarder-US1950
    @daveschmarder-US1950 25 วันที่ผ่านมา +15

    After seeing Elon Musk's masterful purchase of Twitter, I am assured.

    • @Poochie1
      @Poochie1 24 วันที่ผ่านมา +2

      🤣

  • @davidchulak2410
    @davidchulak2410 25 วันที่ผ่านมา +3

    Not sure how i missed Jan's last two visits with you. Shame on me! Really enjoyed this video. Thanks to both

    • @adam.taggart
      @adam.taggart  25 วันที่ผ่านมา

      Glad you enjoyed it

  • @10tenman10
    @10tenman10 25 วันที่ผ่านมา +1

    Another great interview. Thanks!

  • @P37RU5
    @P37RU5 24 วันที่ผ่านมา

    Amazing interview! What a great guest!

  • @joycekoch5746
    @joycekoch5746 25 วันที่ผ่านมา +4

    The future is uncertain...imagine that!

  • @thesurvivalistfarmer
    @thesurvivalistfarmer 25 วันที่ผ่านมา +2

    Excellent information!

    • @adam.taggart
      @adam.taggart  25 วันที่ผ่านมา

      Glad it was helpful!

  • @petergozinya6122
    @petergozinya6122 25 วันที่ผ่านมา +2

    Thank you Adam

  • @CaptainCaveman1170
    @CaptainCaveman1170 25 วันที่ผ่านมา +6

    He scoffed at the idea of a 25% correction and sees a 10% correction max. He also doesn't believe Bitcoin is in a bubble and isn't scared to invest in India now, after a gargantuan rally that resembles the one the US had in the 1920's. Basically, he believes it IS all different this time. and to be honest, it probably is at this point. Even though it's never been different before. I really don't envy conservative, history-minded money managers like Mike and John at a time like this! No one will ever accuse them of not having convictions.

    • @thetjt
      @thetjt 24 วันที่ผ่านมา

      He also thinks A.I. gains will spread across the market. What gains... there are no gains apart from selling chips & infrastructure . AI itself doesn't really produce much if anything.
      China is probably only nation which uses AI for something productive.

  • @quixomega
    @quixomega 25 วันที่ผ่านมา +7

    The Whole "DOGE" thing sounds like a meaningless marketing exercise. I'm not sure why so many "experts" don't seem to see the obvious. Musk is an extremely successful salesman, he's not a process optimizer.

    • @honestyfirst3994
      @honestyfirst3994 25 วันที่ผ่านมา +3

      Musk has a conflict of Interest with MIC, he should be disqualify and if honest to disqualify himself from DOGE.

    • @CaptainCaveman1170
      @CaptainCaveman1170 25 วันที่ผ่านมา +2

      @@honestyfirst3994 AND a huge conflict of interest with Tesla too. I've never had such mixed feelings for a high-profile individual as I have for Elon Musk (and I have A LOT of mixed feelings about Trump, who I will never regret voting for three times!)

    • @Jalleur14325
      @Jalleur14325 24 วันที่ผ่านมา +1

      Listen to Ron Paul and he thinks they will quickly get stopped by the powerful interest groups.

  • @ironmantooltime
    @ironmantooltime 24 วันที่ผ่านมา +1

    Intellectual property, what we used to call Goodwill 😎😉 39:49 AOL Time Warner, $54bn writedown, just sayin. Great when the stocks rising, when it turns will force a recalc of the goodwill, which should be discounted probably 75%. So on goodwill alone the S&P should drop 40%. Given some overshooting, 50-60% off seems reasonable.

    • @Jalleur14325
      @Jalleur14325 24 วันที่ผ่านมา

      That even reaches to seeds - not allowing farmers to save their own seed. It's nuts.

  • @awwfishsticks
    @awwfishsticks 25 วันที่ผ่านมา +3

    I’m all cash rn, but still riding the market up by selling puts on earnings. Up 10% in the last month. This market is stupid.

  • @margrietlaan8020
    @margrietlaan8020 25 วันที่ผ่านมา +2

    LIKED!! 😊👍

  • @martinithechobit
    @martinithechobit 22 วันที่ผ่านมา

    INDIAN NUMBER 1.

  • @davidpatterson4024
    @davidpatterson4024 25 วันที่ผ่านมา +1

    We will have inflation and high for longer…. We will cut spending and employment is strong…. We are over valued but stay with stocks not long bonds, the crypto bubble will go way up, but it can go down 25 to 50 percent easily…..😊 got it!!!

  • @fionahenderson3352
    @fionahenderson3352 24 วันที่ผ่านมา

    Thankyou !

  • @thetjt
    @thetjt 25 วันที่ผ่านมา +2

    Very interesting analysis on markets in general.
    I disagree with Jan on investing anything at Bitcoin, and also wouldn't bet on inflation coming back, but rather think bonds are good investment currently. Granted that my bond portfolio is only around 20% US. Also, a great point on MSCI world indexes - they *ARE* broken….
    Expensive US way overweight on World indexes. MSCI also reduced China on their EM ASIA index exactly when China was at its cheapest this year, China up 30%+ since then. Luckily I invested most directly at China index… and recently a bit on Korea index (which is at its cheapest now AND meanwhile having its smallest allocation in recent histoy in EM Asia Index).

    • @dudewheresmyguitar21
      @dudewheresmyguitar21 25 วันที่ผ่านมา

      Bonds have been horrible and i dont see any reason why they will stop being horrible

    • @thetjt
      @thetjt 25 วันที่ผ่านมา

      @@dudewheresmyguitar21 Higher interest rates give better deals when buying bonds.

    • @dudewheresmyguitar21
      @dudewheresmyguitar21 25 วันที่ผ่านมา

      @@thetjt if youve held them the last 2 years waiting for lower rates so your bonds can appreciate in price the last thing you want now is higher rates

    • @thetjt
      @thetjt 25 วันที่ผ่านมา

      @@dudewheresmyguitar21 Yes if you want to sell them. I was talking about buying now... I can't afford to invest all my money on stocks and then watch them crash for several years, so happy to put some money in bonds for some gain & safety.

  • @sedonatvcom
    @sedonatvcom 25 วันที่ผ่านมา +4

    exactly, Adam. At the margin, and given high valuations, the impulse is very negative.

  • @AngryHegel
    @AngryHegel 25 วันที่ผ่านมา +2

    Reserve currency status means American deficits = growth (domestic and global).
    Stop spending and see how fast things unravel.
    The solution is to run it hot, negotiate Plaza Accord 2.0, and work with the world to grow our way out (perhaps by bringing a billion people in the global south or impoverished west into the global middle class). If we can't find a new source of massive growth, the crash is inevitable and austerity simply brings it forward in time.

  • @mattatuckmanful
    @mattatuckmanful 25 วันที่ผ่านมา +1

    It’s definitely a risky jurisdiction, but you should check out Brazil with the new port and railroad, which will open them up to Chinese markets.

  • @lmncsay
    @lmncsay 24 วันที่ผ่านมา

    I would like to ask your guest if he had created a China etf or would like to recommend one for a buy-and-hold investor? I think China's future is bright and will be wise for one to invest in.

  • @dudewheresmyguitar21
    @dudewheresmyguitar21 25 วันที่ผ่านมา +2

    Jan can talk for an hour about inflation coming back, yet 1 day ago you released lances answer to inflation coming back which was “it cant”

  • @MattMatusiak
    @MattMatusiak 24 วันที่ผ่านมา

    When was the last time the SPX traded at the 200 day moving average?

  • @lanaimam9483
    @lanaimam9483 24 วันที่ผ่านมา

    Adam can you make a video about the sudden booms in quantum computing stocks like QBTS and QUBT?

  • @magrinobini5542
    @magrinobini5542 24 วันที่ผ่านมา +1

    Great. But happy Christmas - not happy holidays please.

    • @Jalleur14325
      @Jalleur14325 24 วันที่ผ่านมา

      Agreed, I hate the term happy holidays. Although in European traditions Yule is also ok, it was the whole season of Christmas.

  • @vonAlec
    @vonAlec 24 วันที่ผ่านมา

    China is stimulating because it sees global growth slowing, and in particular they are seeing the US slipping into recession. This is the same play that they made in 2008 when they turned on stimulus when US demand for chinese exports was collapsing

  • @donknotts8958
    @donknotts8958 25 วันที่ผ่านมา +4

    Great discussion, only comment I have is the 5-6 years to make a nuclear facility. Not a chance in hell. 10 years at least.

    • @MorganBrown
      @MorganBrown 25 วันที่ผ่านมา +1

      yup, the odds of seeing a new nuclear plant about the same as seeing a new oil refinery. Zero. I'm amazed that we actually have had a few LNG plants come on stream in the last decade.

    • @Tn_jed001
      @Tn_jed001 25 วันที่ผ่านมา +3

      The first new nuclear plant in the U.S. opened in two phases in 2023 & 2024. It was years behind schedule and billions over budget. Some things never change. And small nuclear seems wildly over hyped, every project is …… drum roll ……. Behind schedule and over budget.

    • @MorganBrown
      @MorganBrown 25 วันที่ผ่านมา

      @ thanks for that info, I was not aware. I find the miniaturization hype comical. We have had miniature reactors in nuclear subs for 60 years! A colleague pointed out that small land based reactors might make a convenient dirty bomb. 😂

    • @donknotts8958
      @donknotts8958 25 วันที่ผ่านมา

      ​@@MorganBrown ​@MorganBrown yeah it's counter-intuitive but what takes so long is the red tape and permitting. 4-5 years of just permitting and planning.

  • @OldAndWithered
    @OldAndWithered 25 วันที่ผ่านมา +3

    Everyone expects that $7 trillion on the sidelines to flow into the market. But what if those now up in the market, take their profits off the table and also sit on the sidelines? Everyday the layoffs pile up. NO, wages have not kept up for Main St. America.

    • @gentronseven
      @gentronseven 25 วันที่ผ่านมา

      Why would money come off the sidelines to get some 40 PE apple stock, it's not happening assuming it's smart money like Buffett's $325 billion

  • @janejohndoe348
    @janejohndoe348 25 วันที่ผ่านมา +4

    Mark my word, Trump and Musk won't reduce the deficit by a penny. They dump all the "savings" on their cronies.

    • @Jalleur14325
      @Jalleur14325 24 วันที่ผ่านมา

      Yep. I suspect they will make a lot of noise and make some trims, to save face but ultimately they gravy train will continue.

  • @edmundlively8137
    @edmundlively8137 25 วันที่ผ่านมา +1

    Easy to recognize the bottom. difficult at the top. Each of us knows when to start. Nobody knows when to stop. 😱😱😱😱

  • @bobthebuilderhecanbuildit
    @bobthebuilderhecanbuildit 25 วันที่ผ่านมา

    Get the likes up people!

  • @jeffsurfanderson
    @jeffsurfanderson 24 วันที่ผ่านมา

    I'd have to say this guy needs to debate Danielle dimartino booth in saying that the markets are hot or the economy is hot

  • @KaAa-cs6ns
    @KaAa-cs6ns 24 วันที่ผ่านมา +1

    "All credible sources say DOGE will do very little."
    Immediately, you should think, DOGE is going to do a good amount of cutting.
    lol

  • @nickzivs
    @nickzivs 25 วันที่ผ่านมา

    At this point it actually feels like the appropriate way to “get long” this market is with longer dated call options where time is on your side and thus theta decay isn’t bad. Reduce capital exposure with some leverage and then at least it we do get a correction, then you’ll have more powder available and take smaller losses. Plus it’s also still a viable source of tax loss.

    • @gentronseven
      @gentronseven 25 วันที่ผ่านมา

      That sounds like a way to throw your money away for no reason

    • @nickzivs
      @nickzivs 23 วันที่ผ่านมา

      @@gentronsevendepends if you’re investing or speculating

  • @Yetified_Mayhem
    @Yetified_Mayhem 25 วันที่ผ่านมา

    If you are interested in investing in India, besides $INDA etc, $INCO outperforms.

    • @CaptainCaveman1170
      @CaptainCaveman1170 25 วันที่ผ่านมา

      Demographically, India is a sure thing. But I would personally have to wait until after they get their first Western-style credit bust. I refuse to believe that they have perfected banking, credit, greed and markets and won't live the same "growing pains" the US markets did in the thirties, to at least some large degree.

  • @Rubenbox409
    @Rubenbox409 25 วันที่ผ่านมา

    Wages are kept high,because small businesses has to keep up with Government job pay scales to retain staff. Not exactly fair when Government doesn't have to make a profit.

  • @derekm6699
    @derekm6699 25 วันที่ผ่านมา +1

    Interesting to me when these financial guys comment about the cost of Social Security and Medicare in relation to ways to cut the deficit. Why do these financial pinheads never mention the defense budget as a way to cut with all its waste & unaccounted costs as well as the fact that our defense budget is bigger than the next 10 nations combined.

  • @tamermansour6860
    @tamermansour6860 23 วันที่ผ่านมา

    Why is service inflation continually going up when low wage workers are in abundance through immigration??

  • @martinithechobit
    @martinithechobit 25 วันที่ผ่านมา

    Yaaaa boy.

  • @green1way
    @green1way 25 วันที่ผ่านมา +1

    Workers? Adam still not done his homework.

  • @helenkessler6012
    @helenkessler6012 25 วันที่ผ่านมา

    Remember why Granny reused her aluminum foil. Always buy the heavy duty stuff.

  • @nealweeks6632
    @nealweeks6632 20 วันที่ผ่านมา

    Cut California minimum wage to $15 per hour. Wages will drop by 3%.

  • @rickferyok2462
    @rickferyok2462 25 วันที่ผ่านมา +3

    I could only take about 9 minutes of this. What should you expect from someone like this - HE'S GONNA SELL HIS WALLET. Everything this guys says, he's selling his financial and political positions. This country has big deficits because the wealthy don't pay their share. He's so sanguine. LOOK, STOCK VALUATIONS ARE THE HIGHEST EVER RECORDED - MOST EVERYONE SHOULD BE ON THE SIDELINES WAITING, PULLING THEIR MONEY OUT OF RISK - AND WE GOT THIS GUY SAYING IT MIGHT RAIN - WHAT GREAT ADVICE.

    • @gentronseven
      @gentronseven 25 วันที่ผ่านมา

      Every money manager comes on and says to keep giving them money

  • @billyv1206
    @billyv1206 25 วันที่ผ่านมา +1

    Unemployment rising, he had to cut

  • @MarkShinnick
    @MarkShinnick 19 วันที่ผ่านมา

    Jan doesn't seem to be taking the tone and structural nature of the proposed cuts and deportation quite seriously enough at a time of capital investment contraction already trending.

  • @jeffreygoss8109
    @jeffreygoss8109 25 วันที่ผ่านมา

    Any concerns of the government stealing Chinese stocks?

  • @vonAlec
    @vonAlec 24 วันที่ผ่านมา

    His comment about India being independent of the US economy is simply not true. India's growth is being driven by US companies outsourcing labor to India in GBS and GCC projects. US companies are now looking to automate all of that work and that will cause extreme pain for the Indian economy. Think about call centers and IT desks that have moved to India in the last 5-10 years, these will all be re-shored and automated over the next 10 years. So I actually believe automation in US companies is going to cause the Indian economy to stagnate between now and 2030. I would not be investing there.

  • @DEANMEERT
    @DEANMEERT 25 วันที่ผ่านมา

    Cost of goods is lower now than it was in 2021?????

  • @davewood8985
    @davewood8985 25 วันที่ผ่านมา

    Jan is an excellent guest. World experience. Incredible knowledge. I believe nuclear will be driven by small nuclear reactors. Much shorter time to complete and make operational.

  • @merlinwizard1000
    @merlinwizard1000 25 วันที่ผ่านมา +1

    2nd, 15 December 2024

  • @shelteredshaman5992
    @shelteredshaman5992 25 วันที่ผ่านมา +1

    Elon and DOGE isn't gonna do shit.

  • @SP-cx2qi
    @SP-cx2qi 25 วันที่ผ่านมา

    Adam was stunned at the potential Bitcoin price. I'm not sure why people can't get their head around Bitcoin. We are at the crossroads of a failing monetary system. Bitcoin is giving people a choice to opt into a system, which is counter to the current system. Not only that, Bitcoin is scarce, immutable, transportable, and ready for the new age of AI and technology. Great presentation Jan.

    • @Eric-m2f3d
      @Eric-m2f3d 24 วันที่ผ่านมา +2

      Bitcoin is not a medium of exchange or a store of value. Therefore, it can never be a replacement currency. It's a massively risky speculative asset, that's it!

    • @SP-cx2qi
      @SP-cx2qi 24 วันที่ผ่านมา

      @Eric-m2f3d it may surprise you. Lots of things are happening in the space on different layers. It's out in the wild and being used worldwide..

  • @MorganBrown
    @MorganBrown 25 วันที่ผ่านมา +2

    I found Van Eck disappointing. He started by shilling for Trump (ok, whatever). But I found his take on "AI" very "finance guy" and not "tech guy". Let's take his Salesforce example. Salesforce is presumably cannibalizing its user data and creating some type of AI model. Assume that their customers don't revolt and are willing to be upsold by this AI product. They are paying more to get more sales. Presumably the AI tool would give the salesforce customers more leads. But what happens when EVERYONE IS SELLING TO "MORE" LEADS? Will this trickle down to more revenue to the salesforce customers? In the long run, salesforce AI doesn't create more potential sales targets. Van Eck's "AI trickle down" is going to be a bust. And it's comical that Van Eck seems to conflate the much larger trends of automation with "AI" and TO THE MOON growth in NVDA and server farms. An oil company would benefit from automation technology to streamline field management. You can call this "AI" if you like, but why would oil company automation technology justify a giant server farm? It wouldn't.

  • @neilneil9089
    @neilneil9089 25 วันที่ผ่านมา

    What are you up to right now?

  • @nvr1618
    @nvr1618 24 วันที่ผ่านมา

    India, very expensive, earnings are missing, economic data missing, Adani corruption goes to the very top ...good luck

  • @WhaleEye-r4e
    @WhaleEye-r4e 24 วันที่ผ่านมา

    I wish dear friend Adam would just allow the guest to talk. It would be less work for him and better content.

  • @vdanger7669
    @vdanger7669 25 วันที่ผ่านมา +1

    Rich people don't care about 30% more for groceries. The rest of us are still outraged when we go through the checkout. Concern about inflation is still there, the current price jump that isn't going back down. Wait until the second spike happens.

  • @MaddieBr
    @MaddieBr 25 วันที่ผ่านมา

    Significant reduction of regulations will free up the economy, encourage business formation. Could be far greater impact than just the government cost cutting

  • @georgelien
    @georgelien 25 วันที่ผ่านมา

    His numbers are all wrong 😂WTF ? !!!

  • @INTERNETVID
    @INTERNETVID 25 วันที่ผ่านมา +4

    One hour 21 minute vid w/no time stamps hard pass.

  • @DDD-xg7pv
    @DDD-xg7pv 25 วันที่ผ่านมา +3

    If he think that india will be like europe it means he has never been there ..

  • @1941annemary
    @1941annemary 25 วันที่ผ่านมา +2

    You haven’t talked about Bush Tax cuts for the rich! How is this fair? Hardship for
    Workers but not billionaires!

    • @ToriZealot
      @ToriZealot 25 วันที่ผ่านมา

      it is never about the workers. Never!

  • @Eric-m2f3d
    @Eric-m2f3d 24 วันที่ผ่านมา

    This person manages $100+ billion in assets but doesn't understand how tariffs caused the prices of those goods to decline? WTF!

  • @bigvic950
    @bigvic950 25 วันที่ผ่านมา +1

    Finally a reasonable wall st fat cat instead of the 16 year doomsayers

    • @ToriZealot
      @ToriZealot 25 วันที่ผ่านมา

      the US became industrially dominant because the rest of the world destroyed their industry. But I guess you need a dream or something

    • @CaptainCaveman1170
      @CaptainCaveman1170 25 วันที่ผ่านมา

      His opinion, though right, is and has been UN-reasonable. The US has gone through a recession every 7-8 years and we're now overdue by a factor of 2. Longest run of American "prosperity" on record. The gamblers won this game of chicken big time and the history followers got head-faked and handed a bag of coal by the central banks (to put it kindly).

  • @viewlesswind
    @viewlesswind 24 วันที่ผ่านมา

    According to the guest, holding or even buying bitcoin at the all time level is good because it can go to $150K to $160K by the end of 2025 or early 2026. But, holding or even buying SPY is not so good because it's at all time high?