Protecting your capital is much more important than making money. Basically because if you lose your capital, making money is much harder. ''Missing the train'' vs. ''losing your money''. There are a lot of trains, but if your money is gone, it's over. This is for stock holders.
Unfortunately, most people don't get this, the majority is after chasing tops/bottoms where they fail & get out of the game. Therefore, in the current bear market, we should pay more attention to the risk rate of the market. We must control the risk to a minimum and improve earnings. It is best not to blindly enter the market.
You can't really know the full risk rate except you are a professional. Reason I settled for advisory and guide from a stock. Never been the same again with my holdings
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?
“Rebecca Nassar Dunne” is who i work with and she is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.
Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
I'm convinced that investing 50k-100k in the right company before it goes big is more important than buying the dip, however picking the right company can be hard. My question is, what are the best opportunities to accrue profits now, amid market crash?
I would recommend little healthy companies with great growth forecast and that are undervalued like ocuphire pharma or Ardelyx, however "expert solutions require expert providers" - my mantra
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are the reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since covid-19 outbreak to date.
Truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Thanks for the lead, just searched Lina by her full name and easily spotted her profile, very professional.. already sent her an email and hoping she gets back to me soon.
In light of this warning, what is the best approach to profit from the present market? I'm still debating diversifying my $400k stock portfolio to obtain some profits while minimizing risk.
Considering diversification is excellent. Now might be a good time to consult a financial advis0r for expert advice and seize opportunities in this volatile market.
Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
Just pretend that you are preparing to have a career in creative fraud finance. If you study it, like you are getting a degree, you will understand it. Just remember, our deregulated finance system is technically (from a historical perspective) fraud. When you are hedging (betting against), which used to be illegal (because of what happened in the 1920’s), you are competing with large institutions algorithms, trading in micro-seconds. Almost all “investors” don’t really invest. It’s like saying private equity buys to invest, they don’t, they buy to leverage the assets. They asset strip through non-recourse loans. Our current model is extremely parasitic, ethical people will lose their ethics if they participate in these processes. Try getting into finance, you will see. Notice, original corporate raider, Buffet, is selling off massive amounts of stocks. Assets are horribly over leveraged, and default is being slow walked. BTW, your 401Ks, pension funds and retirement funds are being loaded down with toxic commercial asset debts that are underwater and non-performing.
The more you listen the more you will slowly learn. To save you some time, GOLD AND MORE GOLD!!!!! I’m about 10% Silver due to weight. Enough to barter but not so much that I can’t bug with the amount I have.
The continuously changing economic conditions in our society have made it necessary for thousands of peopleto find additional sources of income. Personally, I am looking at the stock market to fuel my retirement goal of $2m, my concern is the recent market crash.
buying the dip has proven to be profitable although for majority, the solution to their problem can be found only in specialized knowledge hence they seek guidance from well experienced advisors
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are the reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since covid-19 outbreak to date.
truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
excellent share, curiously inputted Katherine Nance Dietz on the internet, spotted her consulting page ranked top and was able to schedule a call session. Ive seen commentaries about advisors but not one looks this phenomenal>
The reason why I think markets are disconnected from the economy is what percentage of the United States population is actually in the stock market and out of those how many of those people are rich. So when you're talking about the stock market going up it's going up for a Selected Few who have large cash flows
Also, retirement funds and pensions of common folk are managed by BlackRock and other firms. These fund managers are extremely disconnected from the working class, whose funds they manage.
Almost everyone’s retirement is invested in stocks. Both pensions and 401ks and possibly IRAs are backed by stock. The extent to which I don’t know but it is def the case. Has been for at least 20 years. The problem is that a lot of those retirement plans (defined benefits aka pensions) are not fully funded so need to be invested to stay afloat. The other problem is that there is no other place to put those investments except the stock market because the stock market outperforms all other investments strategies. This is because of the low interest rate environment we’ve been in for the past 20 years.
the decline in the stock market in 2022 didnt hit the consumer because they still had large excess savings from the stimulus cheques checks and they also had a boost in business earnings during 2020-2021 allowing them to pay down credits cards etc. now we are seeing consumers with little to no savings and huge amounts of credit card and other debts such as BNPL.
The middle and lower classes have been in recession every quarter since 1974 lol. My entire life has been one long recession. My purchasing power has gone down every single year of my life, despite 5x'ing my income over the past 10 yrs
This is a weird video, he's kind of saying, yeah its all going to crash, but don't worry, it's not going to be that bad, but yeah, it's going to be pretty bad, but yeah don't worry about it.
The VIX print at 60 was caused by a trade on S&P options in the pre-market where bid offers were very wide and somebody traded at the wrong price. The Vix collapsed very quickly from 60.
U.S. t bills are the same as junk bonds. In order to get buyers you need to keep raising yields as the national debt keeps going higher. things are not improving.
I'm looking at high-yield dividend stocks. Selling 200k worth of equities is stupid without reinvesting it. I might turn to cash soon if I don't invest it. Any particulars? (Buying bonds or CDs is not for me)
I empathize with those struggling to understand digital marketing, especially during these uncertain economic times. With the dollar's volatility and cryptocurrency's growing prominence as a universal currency, it's essential to stay adaptable and informed
What ive learned over the years is to listen more to my gut feeling. My gut feeling is an accumulation of everything I know about the markets. We have war all over, we have China/Taiwan/US waiting to explode, there are trade wars, far right and far left, AI driven markets, still high inflation, fast uptick in unemployment, bank busts (how tf can anyone forget that?), new derivatives looking quite similar to the the ones in the financial crisis, bond market telling us to get out of stocks, high debt etc
Technical, but well worth the listen. A slightly different perspective on the long forecast for the global economy than mine, but worth putting in my strategy. TY
Whoever thought this market will continue upwards and beyond has their head in their rear. There is a correction coming since the Russell and the Dow are showing signs of weakness. Depending on the correction may determine if the market rallies once more in the summer for a final blow off top and slightly newer high. After that, watch out. Cycle Analysis predicts a hard drop in the late summer early Fall. Also, we are now 190% Market Cap to GDP ratio. That is very extreme......currently I've been engaged in active trading, which is generally safer, allowing investors to weather market volatility and also managed to grow a nest egg of around 2.3Bitcoin to a decent 24Bitcoin....I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Francine goes deeper than just looking at surface-level trends. she explores technical, fundamental, and sentiment analysis, offering a comprehensive perspective on the market..
Some solid points here. Among the best is that the US is less unbalanced than certain other economies, including Canada and (I would add) Australia. That said, we'll still see US capital asset markets crumble and by amounts exceeding those of 2008-2009. One of the big confusions is that this market/economy is more stable and sober than was the case in 2007-2009. We seem to forget that the way in which imbalances built in the pre GFC period were not well known until during/after the event. The only reason people are not seeing the underlying risks at the moment is because the risks being taken have yet to be exposed. The alternative is that this time, yeah just this time, like never before, the markets have not gravitated towards elevated risk to increase profits. So, in a market in which a baboon-like drawing of a dinosaur, as an NFT, sold for $1.9 million, where bankrupt companies gained huge value, where mall sellers of video games went from $40 to $400 a share, in this of all markets in which interest rates were held at the lowest possible levels for a decade, no one would play fast and loose to gain yield. Does any of that make any sense at all?
If George is buying calls and doesn’t know what a leap is, he should probably read a book on options before he starts buying them. This man obviously knows nothing about options.
George / Josh - please have Mike Green on, and ask him specifically about NVIDIA but also about the influence of AI and automated investing in modern markets. I think the passive "beast" is bigger than many realise...and it can go even higher still by a wide margin. Thank you.
This is an insightful conversation about the current market conditions. The discussion about the potential for a significant market downturn and the role of the yen carry trade is particularly interesting. I'm curious to hear your thoughts on the potential impact of a recession on different sectors of the economy. Which industries do you think will be most affected, and which ones might be more resilient? Additionally, I'd like to know your perspective on the effectiveness of the Federal Reserve's monetary policy in addressing both inflation and economic growth. Overall, this video provides a valuable starting point for understanding the current economic landscape.
Many people are still getting fantastic returns on their investments during this time. Simply maintain a strong sense of reality or ask for professional assistance.
*Amazing video despite the economy disaster and political war in the country, investment remains best for earnings. Imagine 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*
Earnings issues generally drive fluctuations in allocations within the equity asset class... Broader risk (to equities) is driven by capital flows out of equities into other asset classes, into debt repayment, or into cash flow (living expense) burn Earnings contracting en masse is a reflection of the economic dynamics driving the first order actions and effects of a slowdown in that real people (and businesses) Sell real assets for real reasons
We learned zero from 2008: too much leverage is dangerous. We don't give two year olds a bottle of nitro to play with, but institutions somehow feel secure in 100:1 contraptions? Amazing.
You mean like trying to find coverage of the marauding Religion of Peace gangs in the UK… Because the few who wish to control ANY narrative have their functionaries in all the key positions and organisations - apart from X (which is why calls for it being banned in the UK). Simples…
I dun think US consumer are going to have a mild recession. You dun see people playing the song "Fuck this job" and "Rich man North of Richmond" getting so viral in a mild recession. This guy severely underestimating how much US consumer and working class are facing now. Inflation is killing everyone.
@@landerhendrickx3522 Apples and oranges comparison. The U.S. has far more land and has less building costs and regulations. In the end, it all depends on the business cycle. So many Americans live paycheck to paycheck that they’re one job loss or income reduction from disaster. The price to income ratio reached its zenith in 2007 prior to the last major downturn. The price to income ratio in the current cycle is far worse.
With all due respect, this gentleman is the first person I’ve ever come across who understands what a rate cut is, knows that central banks are about to cut rates, and still decides to go long bonds and short the stock market! 🥴🤣
Options Futures markets are too opaque to trade in. Like this expert says some markets will be made and others won't unless they make ridiculous spreads part of them to make them profitable for the market makers. How would a trader know what companies and markets are available or liquid at any one time or day?
Defensive posture = defense stocks given the current geopolitical situation. If Trump gets in that’ll be a dampener on that side, but can’t see Lockheed dropping to pre-Ukraine levels. Long term it’s gotta be oil & gas. RE keeping up with energy demand is a complete pipe dream for foreseeable future.
Protecting your capital is much more important than making money. Basically because if you lose your capital, making money is much harder. ''Missing the train'' vs. ''losing your money''. There are a lot of trains, but if your money is gone, it's over. This is for stock holders.
Unfortunately, most people don't get this, the majority is after chasing tops/bottoms where they fail & get out of the game. Therefore, in the current bear market, we should pay more attention to the risk rate of the market. We must control the risk to a minimum and improve earnings. It is best not to blindly enter the market.
You can't really know the full risk rate except you are a professional. Reason I settled for advisory and guide from a stock. Never been the same again with my holdings
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?
“Rebecca Nassar Dunne” is who i work with and she is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.
Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
I'm convinced that investing 50k-100k in the right company before it goes big is more important than buying the dip, however picking the right company can be hard. My question is, what are the best opportunities to accrue profits now, amid market crash?
I would recommend little healthy companies with great growth forecast and that are undervalued like ocuphire pharma or Ardelyx, however "expert solutions require expert providers" - my mantra
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are the reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since covid-19 outbreak to date.
Truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Lina Dineikiene is the licensed advisor I use. Just research the name. You’d find necessary details to work with and set up an appointment.
Thanks for the lead, just searched Lina by her full name and easily spotted her profile, very professional.. already sent her an email and hoping she gets back to me soon.
In light of this warning, what is the best approach to profit from the present market? I'm still debating diversifying my $400k stock portfolio to obtain some profits while minimizing risk.
Considering diversification is excellent. Now might be a good time to consult a financial advis0r for expert advice and seize opportunities in this volatile market.
Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
pls how can I reach this expert, there's bloodbath on my porfolio and I need someone to help me with it
*Marissa Lynn Babula* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
Wow, her track record looks really good from what I found online.i just searched her name and messaged her and I also scheduled a call with her
1.35 trillion in consumer credit card debt. Never forget that number
I wish I was intelligent enough to understand these gentlemen.
What are derivatives 😂 i thought that was a calculus term
@@blueknightcraze6766 derivatives are options
You are just takes getting familiar with the terms 1st
Just pretend that you are preparing to have a career in creative fraud finance. If you study it, like you are getting a degree, you will understand it. Just remember, our deregulated finance system is technically (from a historical perspective) fraud. When you are hedging (betting against), which used to be illegal (because of what happened in the 1920’s), you are competing with large institutions algorithms, trading in micro-seconds. Almost all “investors” don’t really invest. It’s like saying private equity buys to invest, they don’t, they buy to leverage the assets. They asset strip through non-recourse loans. Our current model is extremely parasitic, ethical people will lose their ethics if they participate in these processes. Try getting into finance, you will see. Notice, original corporate raider, Buffet, is selling off massive amounts of stocks. Assets are horribly over leveraged, and default is being slow walked.
BTW, your 401Ks, pension funds and retirement funds are being loaded down with toxic commercial asset debts that are underwater and non-performing.
The more you listen the more you will slowly learn. To save you some time, GOLD AND MORE GOLD!!!!! I’m about 10% Silver due to weight. Enough to barter but not so much that I can’t bug with the amount I have.
The continuously changing economic conditions in our society have made it necessary for thousands of peopleto find additional sources of income. Personally, I am looking at the stock market to fuel my retirement goal of $2m, my concern is the recent market crash.
buying the dip has proven to be profitable although for majority, the solution to their problem can be found only in specialized knowledge hence they seek guidance from well experienced advisors
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are the reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since covid-19 outbreak to date.
truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Katherine Nance Dietz is the licensed advisor I use. Just research the name. You’d find necessary details to work with and set up an appointment.
excellent share, curiously inputted Katherine Nance Dietz on the internet, spotted her consulting page ranked top and was able to schedule a call session. Ive seen commentaries about advisors but not one looks this phenomenal>
The reason why I think markets are disconnected from the economy is what percentage of the United States population is actually in the stock market and out of those how many of those people are rich. So when you're talking about the stock market going up it's going up for a Selected Few who have large cash flows
Over the short term, yes.
Also, retirement funds and pensions of common folk are managed by BlackRock and other firms. These fund managers are extremely disconnected from the working class, whose funds they manage.
No shit 😂
Copy that driver 90 percent of market own by 10 percent…..
Almost everyone’s retirement is invested in stocks. Both pensions and 401ks and possibly IRAs are backed by stock. The extent to which I don’t know but it is def the case. Has been for at least 20 years. The problem is that a lot of those retirement plans (defined benefits aka pensions) are not fully funded so need to be invested to stay afloat. The other problem is that there is no other place to put those investments except the stock market because the stock market outperforms all other investments strategies. This is because of the low interest rate environment we’ve been in for the past 20 years.
I like this dude; George and Josh surrounds themselves with winners
No the winners pity George.
I think they have him carry their bags when they go to conferences.
Agreed Patrick is an awesome trader
I had no idea that Michael Malice knew so much about trading.
@@jcgoogle1808Lol
the decline in the stock market in 2022 didnt hit the consumer because they still had large excess savings from the stimulus cheques checks and they also had a boost in business earnings during 2020-2021 allowing them to pay down credits cards etc. now we are seeing consumers with little to no savings and huge amounts of credit card and other debts such as BNPL.
Yeh. Really surprised George let him off the hook on that one.
Excess savings from stimmie checks? Good one...
This point is important and under-appreciated.
Does a recession mean cheaper concrete? I need a driveway.
We are currently in a depression. The recession was in 2022.
The middle and lower classes have been in recession every quarter since 1974 lol. My entire life has been one long recession. My purchasing power has gone down every single year of my life, despite 5x'ing my income over the past 10 yrs
I agree
This is a weird video, he's kind of saying, yeah its all going to crash, but don't worry, it's not going to be that bad, but yeah, it's going to be pretty bad, but yeah don't worry about it.
You know why? Because the stock market is a direct reflection of human behavior. Of which is totally unpredictable. 😅
@@craptacular8282 straight clown he shouldn’t have had this guy in his show doesn’t want to acknowledged reality
Agree really weird … I don’t like it.
Yesh, zero analysis
That's what I kept thinking!!!! It's throwing me off and kind of pissing me off.
The VIX print at 60 was caused by a trade on S&P options in the pre-market where bid offers were very wide and somebody traded at the wrong price. The Vix collapsed very quickly from 60.
Riot in UK GG shit has truly hit the fan tonight
GG?
Hey what's GG
Good game
@@stevethomas5209 George Gammon perhaps?
@@stevethomas5209good game go next. Pack it up, its over
U.S. t bills are the same as junk bonds. In order to get buyers you need to keep raising yields as the national debt keeps going higher.
things are not improving.
I'm looking at high-yield dividend stocks. Selling 200k worth of equities is stupid without reinvesting it. I might turn to cash soon if I don't invest it. Any particulars? (Buying bonds or CDs is not for me)
Don't get any such ideas. If I were you, I would bother less and buy gold
I agree, while higher interest rates increase bond yields, they also hurt long-term bondholders who can't wait for their bonds to mature
I think the commodities market is looking good, but consult with an Advsr like I do before putting your money into these markets.
I think the commodities market is looking good, but consult with an Advsr like I do.
Feed back loop= Ukraine/Russia , Israel/Iran
It will come as a shock to young traders who have built a career on buying the dip.
DCA gang, amirite? 😂
30 year cup & handle in Silver
Most shorted asset in history
Yep …. stack and sleep well
George, can you add links to his website?
I empathize with those struggling to understand digital marketing, especially during these uncertain economic times. With the dollar's volatility and cryptocurrency's growing prominence as a universal currency, it's essential to stay adaptable and informed
Hearing it last week got me scared so I agree with you! Investing puts money to work. The only reason to save money is to invest it
Getting Mendy Alissa to help me really helped me clear all my debts. I started with what I have left and it's been the best decision I've ever made
This is correct, Mendy Alissa strategy has normalized winning trades for me also and it's a huge milestone for me looking back to how it all started
I have been seeing lots of testimonies about her. She must be very good for people to talk so well about her
I remember giving her my first savings $4500 and she opened a brokerage account for me it turned out to be best thing that ever happened to me
i need a whiteboard to unpack this one
Thank you for making this disccussions publicly George!
What ive learned over the years is to listen more to my gut feeling. My gut feeling is an accumulation of everything I know about the markets. We have war all over, we have China/Taiwan/US waiting to explode, there are trade wars, far right and far left, AI driven markets, still high inflation, fast uptick in unemployment, bank busts (how tf can anyone forget that?), new derivatives looking quite similar to the the ones in the financial crisis, bond market telling us to get out of stocks, high debt etc
That's reasonable. ..we are at 20% cash, 15% bonds...dependable dividend stocks and growth stocks
Technical, but well worth the listen. A slightly different perspective on the long forecast for the global economy than mine, but worth putting in my strategy. TY
This guy must be great at cocktail parties. I like how he threw in the word ridonkulus. 😂😂😂
Realestate market is much more tame? It's just unaffordable for upper middle class people. Consumer won't be impacted? We already have with inflation.
Whoever thought this market will continue upwards and beyond has their head in their rear. There is a correction coming since the Russell and the Dow are showing signs of weakness. Depending on the correction may determine if the market rallies once more in the summer for a final blow off top and slightly newer high. After that, watch out. Cycle Analysis predicts a hard drop in the late summer early Fall. Also, we are now 190% Market Cap to GDP ratio. That is very extreme......currently I've been engaged in active trading, which is generally safer, allowing investors to weather market volatility and also managed to grow a nest egg of around 2.3Bitcoin to a decent 24Bitcoin....I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Francine duguay program is widely available online..
The market has gone berserk! whether you're a newbie or a veteran trader, everyone needs a sort of coach at some point to thrive forward.
I appreciate the professionalism and dedication of the team behind Francine's trade signal service.
Francine goes deeper than just looking at surface-level trends. she explores technical, fundamental, and sentiment analysis, offering a comprehensive perspective on the market..
The clarity and precision in Francine market predictions are astounding. I'm so grateful to have found her reviews here on TH-cam as well.
That was a incredible valuable Video. Great content, great Guest and Host as well. Love it ❤
Some solid points here. Among the best is that the US is less unbalanced than certain other economies, including Canada and (I would add) Australia. That said, we'll still see US capital asset markets crumble and by amounts exceeding those of 2008-2009.
One of the big confusions is that this market/economy is more stable and sober than was the case in 2007-2009. We seem to forget that the way in which imbalances built in the pre GFC period were not well known until during/after the event. The only reason people are not seeing the underlying risks at the moment is because the risks being taken have yet to be exposed. The alternative is that this time, yeah just this time, like never before, the markets have not gravitated towards elevated risk to increase profits. So, in a market in which a baboon-like drawing of a dinosaur, as an NFT, sold for $1.9 million, where bankrupt companies gained huge value, where mall sellers of video games went from $40 to $400 a share, in this of all markets in which interest rates were held at the lowest possible levels for a decade, no one would play fast and loose to gain yield. Does any of that make any sense at all?
Consumer recession is going to be massive.
The straddle is when you own a put and call on the same stock for the same time frame.
And the same strike price
Patrick has so much knowledge- I need to learn more from him!
WOW! One of your best vids ever. When can we see Patrick again?
I would hope that you would have asked him about the numbers matching up between now and the Great Depression and how things played out
Thanks Patrick
If George is buying calls and doesn’t know what a leap is, he should probably read a book on options before he starts buying them. This man obviously knows nothing about options.
Love this George , Thank you :)
George, you should link his channel in the description. I couldn't find it on first look, how do you spell his last name?
Ceresna
George / Josh - please have Mike Green on, and ask him specifically about NVIDIA but also about the influence of AI and automated investing in modern markets. I think the passive "beast" is bigger than many realise...and it can go even higher still by a wide margin. Thank you.
Thanks guys!
Great discussion
Can you link us to this guys channel? I have not been able to find it. Thanks
Fantastic video. I want to see Patrick more. Please bring him back soon.
George I really enjoy all your shows. Keep up the good work!
Is there a link to the guests site and channel???
Macro voices podcast. Google it. You’ll get his website and his podcast.
This is an insightful conversation about the current market conditions. The discussion about the potential for a significant market downturn and the role of the yen carry trade is particularly interesting. I'm curious to hear your thoughts on the potential impact of a recession on different sectors of the economy. Which industries do you think will be most affected, and which ones might be more resilient? Additionally, I'd like to know your perspective on the effectiveness of the Federal Reserve's monetary policy in addressing both inflation and economic growth.
Overall, this video provides a valuable starting point for understanding the current economic landscape.
Many people are still getting fantastic returns on their investments during this time. Simply maintain a strong sense of reality or ask for professional assistance.
There’s some air to move higher for sure. The top is in for some indexes. I wouldn’t be short here. There will be a rally for a wave two.
How do you spell Patrick's last name??
*Amazing video despite the economy disaster and political war in the country, investment remains best for earnings. Imagine 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*
The Cobra Kai guy does stocks too?
That dude looks just like Zabka!
Great show!
Did anyone get the link to Patrick’s channel?
youtube.com/@patrick_ceresna?si=yl-oHSdwoQIPNp4_
youtube.com/@patrick_ceresna?si=OIGBCc9esGXU_1sU
youtube.com/@patrick_ceresna?si=iyxfBdBE_QuvPwET
If fed is forced to choose between deflation or inflation, they will inflate. Proceed cautiously.
Agreed. I guess QE infinity is coming.
It’s a crash up. People are having a tough time rationalize in the increase in price which is solely due to the evaluation of the currency.
It's just a blip on the radar, it just depends on how big the blip is.
Thanks guys. Good stuff
Is anyone else noticing the ads getting more numerous?
I think that the real problem was keeping rates so low for too long. This is what necessitated the sharp rise in interest rates.
Great guest. Did anyone find his channel name?
I’m pretty sure he’s a co-host on Macrovoices et Market Huddle.
Probably either Mitsubishi, softbank and than Mizuho in that order were the reason for everything exploding in carry yen trade
Good luck with that! Liquidity is coming bigly!
🥇GATHER GOLD🥇🥈STACK SILVER🥈
Why's the dollar crash not correlated with the stock market?
Earnings issues generally drive fluctuations in allocations within the equity asset class...
Broader risk (to equities) is driven by capital flows out of equities into other asset classes, into debt repayment, or into cash flow (living expense) burn
Earnings contracting en masse is a reflection of the economic dynamics driving the first order actions and effects of a slowdown in that real people (and businesses) Sell real assets for real reasons
Very good interview!!!
We learned zero from 2008: too much leverage is dangerous. We don't give two year olds a bottle of nitro to play with, but institutions somehow feel secure in 100:1 contraptions? Amazing.
As Search Engines rely more on AI, why do search results get worse?
You mean like trying to find coverage of the marauding Religion of Peace gangs in the UK…
Because the few who wish to control ANY narrative have their functionaries in all the key positions and organisations - apart from X (which is why calls for it being banned in the UK).
Simples…
This was very informative... Thanks for the video.
Why isnt patricks TH-cam channel in the caption? Or how to spell his name
We are going from Rebel Capitalist to Rubble Capitalist
What this show needs is a few more ads!
Liquidation happens both directions, market makers choose the direction. I don't think one liquidation cause this
How do you spell this guys name george?
Patrick Ceresna
@@raygermaine4234 www.youtube.com/@Patrick_Ceresna
How will the fed respond when inflation comes roaring back after the fed lowers rates?
where is the link to Patrick's new channel? Shoukd put these things in the description. At least out of respect for the interviewee.
Best video of the year.
2022 saw a technical recession did it not? Maybe I’m wrong
Typically I watch videos on 2x speed or 1.75x but Patrick’s speech is already like at 1.25x so playing this video at 2x speed was not possible 😂
Deriviatives is one of the 15 possible black swans I am tracking.
What is your guest's full name and affiliation, please? My hearing is not so good, and I'd appreciate if you wrote it down. Thanks
Great guest!
I dun think US consumer are going to have a mild recession. You dun see people playing the song "Fuck this job" and "Rich man North of Richmond" getting so viral in a mild recession.
This guy severely underestimating how much US consumer and working class are facing now. Inflation is killing everyone.
Amazing video! ❤
He is half right. It will be 2001 & 2008 combined.
when earnings fall layoffs (unemployment) will go up. Definite consumer recession
greg says only crash om rising rates.
thoughts?
Real estate is tame in the US ?
If you look at how many annual median household incomes it takes to buy a home in Paris, Londen, Berlin, Flanders, Switzerland… yes the US is tame.
@@landerhendrickx3522 Apples and oranges comparison. The U.S. has far more land and has less building costs and regulations. In the end, it all depends on the business cycle. So many Americans live paycheck to paycheck that they’re one job loss or income reduction from disaster. The price to income ratio reached its zenith in 2007 prior to the last major downturn. The price to income ratio in the current cycle is far worse.
@@toinengwyn3935 I was just trying to give an explanation why one would call US real estate tame. I agree with what you wrote here :)
With all due respect, this gentleman is the first person I’ve ever come across who understands what a rate cut is, knows that central banks are about to cut rates, and still decides to go long bonds and short the stock market! 🥴🤣
ItI might get worse but not before a strong rally to probably form double top, there no such thing as short and forget
How do you have a mild US recession when there’s a good chance the unemployment rate is going to double. 😮
what was his channel’s name?
who is this guy? how do you spell his name!
I'm ready to move to Colombia!
BPT Master students button ----->
Options Futures markets are too opaque to trade in. Like this expert says some markets will be made and others won't unless they make ridiculous spreads part of them to make them profitable for the market makers. How would a trader know what companies and markets are available or liquid at any one time or day?
George I hear that the coffee there comes with additional KICK!
Short sellers often get burned most of the time.
If Warren Buffet is selling - take note.
Is that a george gammon bobble head figure back there?
Defensive posture = defense stocks given the current geopolitical situation.
If Trump gets in that’ll be a dampener on that side, but can’t see Lockheed dropping to pre-Ukraine levels.
Long term it’s gotta be oil & gas. RE keeping up with energy demand is a complete pipe dream for foreseeable future.
Most people are living paycheck to paycheck.