DoubleLine Capital CEO: The long end of bond market doesn't want the Fed to be easing aggressively

แชร์
ฝัง
  • เผยแพร่เมื่อ 30 พ.ย. 2024

ความคิดเห็น • 104

  • @BlockchainRWA
    @BlockchainRWA 2 หลายเดือนก่อน +25

    Jeffrey the only expert worth listening to on rates. Well done

  • @HuguetteCroley
    @HuguetteCroley หลายเดือนก่อน +118

    aistockadvisor AI fixes this. Long end bond market cautions Fed

  • @BarbaraMercer-t4u
    @BarbaraMercer-t4u 2 หลายเดือนก่อน +112

    Sounds like a skeptical outlook on things then. With the rate cuts do you think it's best for us who are not conservative investors to focus on bonds or dividend stocks? I want to reallocate my 7-figure portfolio and I preferably want the assets with the best ROI.

    • @ErinWarner-zc9jy
      @ErinWarner-zc9jy 2 หลายเดือนก่อน

      dividend stocks could make you a fortune if you know how to go about it. But it's always a good idea to work with a CFA for a streamlined strategy and help profit a lot.

    • @LejlaGöransson
      @LejlaGöransson 2 หลายเดือนก่อน

      No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my Financial advisor are working on a 7 figure ballpark goal, tho this could take till Q3 2024.

    • @MagnusLarson-l1o
      @MagnusLarson-l1o 2 หลายเดือนก่อน

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation

    • @LejlaGöransson
      @LejlaGöransson 2 หลายเดือนก่อน

      “Viviana Marisa Coelho” 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

    • @Robbertskypes
      @Robbertskypes 2 หลายเดือนก่อน

      She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

  • @fhowland
    @fhowland 2 หลายเดือนก่อน +11

    Jeff is the man

  • @johanwesthuyzen7422
    @johanwesthuyzen7422 2 หลายเดือนก่อน +2

    this is one of the few people worth listening to - thank you

  • @rebeccaartgallary
    @rebeccaartgallary 2 หลายเดือนก่อน +5

    I've been through the 'bonds are beating stocks' periods since the 90s with no bonds and with all aggressive stock mutual funds.

    • @Bobhenry-c7z
      @Bobhenry-c7z 2 หลายเดือนก่อน +1

      At 66, my IRA and cash accounts are far more than I expected for my retirement. I can easily handle a worst-case 80% stock crash, Thanks to my advisor.

    • @purplebliss6875
      @purplebliss6875 2 หลายเดือนก่อน

      Oh I've heard similar things about hiring an advisor. It's hard to choose one that's very good though. Could you make some useful recommendations?

    • @Bobhenry-c7z
      @Bobhenry-c7z 2 หลายเดือนก่อน

      I work with the popular Sharon Crump Cline , Who happens to be a is a hot topic among financial elitist in Texas. Especially for her works during Covid. All the information you need to set up an appointment is on her web page.

    • @purplebliss6875
      @purplebliss6875 2 หลายเดือนก่อน

      I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you

    • @Stoneface_
      @Stoneface_ 2 หลายเดือนก่อน +3

      Scammers here smh

  • @gmil2573
    @gmil2573 2 หลายเดือนก่อน +3

    I want 100 year treasury bonds issued before the fed returns to zirp. Please!

  • @RZawistoski
    @RZawistoski 2 หลายเดือนก่อน

    Always has a great perspective.
    Curious his thoughts on resi real estate inflation/OER etc.. Lots of folks who already owned prior to 2020, now have even more equity to invest. I suspect rate cut will help other places but add fuel to the fire on housing inflation as they buy additional property.
    Mr Gundlach, thoughts?

  • @trentpetersen3072
    @trentpetersen3072 2 หลายเดือนก่อน +4

    We’re in a recession headed towards depression.

    • @erichvonmolder9310
      @erichvonmolder9310 2 หลายเดือนก่อน

      I've heard that before. I love people who immediately say we are in a recession and then going into a Depression. It is so boring and trite.

  • @fkoffytb
    @fkoffytb 2 หลายเดือนก่อน +5

    This rate cut is one of the biggest mistakes in the last 100 years by far.
    What we will see next is how inflation will start to grow to a point where working will not have any value anymore, so people will just go on gov assistance of any kind they can access, dont matter if is food stamps or panhandling on the streets, if people go to work for 8 to 10 hours and by the end of the month they are still short on rent, food and the rest of the bills, what is the purpose of working? and we will see this in no time.
    Worst part of this is that this old fart JP dont have an excuse about not knowing people will stop working if they can have free money from the goverment and what they make working is not enough, we all know very well this happen during Covid, is not a surprise, and people is still fresh and willing to go back and stop working, dont matter that this means, lose everything, bottom line, they dont really have nothing if the money they get is not enough due to inflation.
    But hey! economy is great and this desicion is not because we have elections in 47 days!!, I wonder how many times the fed cut rates around 1 month before elections during the past 50 years?

    • @bos9824
      @bos9824 2 หลายเดือนก่อน +1

      Did you get a PHD in Economics

    • @George-f8h
      @George-f8h 2 หลายเดือนก่อน +1

      Did you finish building your doomsday bunker yet?

    • @fkoffytb
      @fkoffytb 2 หลายเดือนก่อน

      @@bos9824 If you pay extra 50 cents on mcdonalds you get it for free🤣. "PHD on Economics" is basically just paying attention to history and how it repeats over and over. Do you think this guys get those jobs because of what they study? 🤣 I mean sure if you have their dady or family contacts you can have a phd in arts and you will still get the job. What a moron🤣🤣🤣.

    • @fkoffytb
      @fkoffytb 2 หลายเดือนก่อน

      @@George-f8h Is done and is not even in this country 🤣 that will not change the fact that inflation will eat your salary dear debt swallower

    • @Stoneface_
      @Stoneface_ 2 หลายเดือนก่อน

      @@George-f8h haha

  • @rickhayes-oh2zm
    @rickhayes-oh2zm 2 หลายเดือนก่อน +3

    why inflation the biggest problem is not defeated. now it will excellarate

  • @albacus2400BC
    @albacus2400BC 2 หลายเดือนก่อน +2

    With the rate cut, do you think it's best for us who are not institutional investors to focus on index funds or individual stocks? I want to redistribute my 60k portfolio and I preferably want the asset class with the best return on investment.

    • @NormanGhali
      @NormanGhali 2 หลายเดือนก่อน +2

      I would say index funds are a safer bet to start. They offer good diversification. But individual stocks could make you a fortune if you know how to go about it. Some people make upper six figures yearly from investing alone. But it's always a good idea to work with a financial advisor. It raises your chance of profit by a lot.

    • @hildeman9533
      @hildeman9533 2 หลายเดือนก่อน +1

      Sometimes I'm surprised most people don't even know they can do that. I've been making at least 200k every year from my investments by working with an FA. When you realise it, it feels like a life hack.

    • @cloudyblaze7916
      @cloudyblaze7916 2 หลายเดือนก่อน

      Wow, that's interesting . I've recently been exploring the option of working with an FA too. Any chance you could recommend who you work with?

    • @hildeman9533
      @hildeman9533 2 หลายเดือนก่อน

      *Marissa Lynn Babula* is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.

    • @bestofcountry7637
      @bestofcountry7637 2 หลายเดือนก่อน

      Thanks a lot for the recommendation. I'll send her an email and I hope I'm able to connect with her.

  • @TedMinnesota
    @TedMinnesota 2 หลายเดือนก่อน +2

    Guys in background are just buying and selling AGG. 😄

  • @LQVendorFP
    @LQVendorFP 2 หลายเดือนก่อน +1

    traders playing the long end for duration is countered by inflation risk over 30 years make the chance of a real return on this 30yr toilet paper negative

  • @syedarmaghanhassan4652
    @syedarmaghanhassan4652 2 หลายเดือนก่อน

    6:36 why Sept 24?

    • @faizanhaque2070
      @faizanhaque2070 2 หลายเดือนก่อน

      I means September 2024 is the start of recession

    • @drscopeify
      @drscopeify 2 หลายเดือนก่อน

      That's a rough call, the idea is that as Americans see rates coming down now, that People will stop buying and WAIT for cheaper rates = slow down = R word, but this is countered already by housing starts UP almost 10%, by the Dollar weakening = boost to manufacturing and exports - so it's a rough call. It can happen for sure but there is a lot of counter-action that could prevent that. We shall see. Will people buy less stuff in stores and online becasue the rate is coming down in to the future?? Seems odd. Most Americans are locked in with low rates on their mortgages and there is still in most of the country a chronic housing shortage. If homes flood the market and people hold back on buying then maybe we see some action but that will take months to play out if not years, by then the FED will be at a much lower rate, so eeeeh.

    • @syedarmaghanhassan4652
      @syedarmaghanhassan4652 2 หลายเดือนก่อน

      @@faizanhaque2070 I heard that, the question is why did he say Sept 24th?

    • @faizanhaque2070
      @faizanhaque2070 2 หลายเดือนก่อน

      @@syedarmaghanhassan4652 my typing messed up. What I’m saying is he said “September 24’ “ which means September 2024 might be the start of recession. He did not mean September 24th. Otherwise he would said “24th”

    • @syedarmaghanhassan4652
      @syedarmaghanhassan4652 2 หลายเดือนก่อน

      @@faizanhaque2070 aahhh! ohki.. thanks buddy! makes sense now!

  • @erbterb
    @erbterb 2 หลายเดือนก่อน

    All those terminals. Must look busy or the king will cut costs.
    Not enough screens, though. Every trader should have his own darth vader dome of screens.
    It is not the amount of art you collect that counts, but how many screens you had as a trader. Even the wood pulp industry have more screens per operator.
    Lot of noise for nothing. The FED follows the 2Y and that would suggest even more aggressive cuts. Just have to post rationalize why. Standard future press conference:
    "The 2Y says, we just follow. Good evening."

  • @natico-w812
    @natico-w812 2 หลายเดือนก่อน +1

    what a decision

  • @imtryinghere1
    @imtryinghere1 2 หลายเดือนก่อน

    Jeff has strong legs, especially at the knees.

  • @logosproclamation453
    @logosproclamation453 2 หลายเดือนก่อน +1

    J has navigated this whole thing well!!

  • @BillGates_Alex
    @BillGates_Alex 2 หลายเดือนก่อน +7

    Sep 24 is the start of a recession eh. Based on what, inflation and gdp? Administration can just change the definition of a recession 🤷‍♂️

    • @Bakanpoloco
      @Bakanpoloco 2 หลายเดือนก่อน +3

      Based on every time there has ever been a 50 bps cut. Historically, it's always started a recession

    • @tracksuit22
      @tracksuit22 2 หลายเดือนก่อน +2

      september 2007 50 bp cut...this time might be different

    • @Bakanpoloco
      @Bakanpoloco 2 หลายเดือนก่อน +1

      @@tracksuit22 Yeah - 2001, 2008, and 2020. Hopefully this time is different

    • @santhosh1893
      @santhosh1893 2 หลายเดือนก่อน

      @@Bakanpoloco its the US TECH STOCKS that fears. People have dumped money into it.

    • @George-f8h
      @George-f8h 2 หลายเดือนก่อน

      @@Bakanpoloco B.S. "Every time"?

  • @erichvonmolder9310
    @erichvonmolder9310 2 หลายเดือนก่อน

    All I care about is that the Fed is on it now.

  • @CrystalJoy-32
    @CrystalJoy-32 2 หลายเดือนก่อน +5

    Being too sluggish to manage inflation in the first place, the Fed is surely to blame for the current attempts at catch-up. An inflationary perfect storm is about to hit, with the pandemic and supply-chain problems being two of the main causes. I am still searching for businesses to add to my $700K portfolio in order to improve performance.

    • @LuvmeRos
      @LuvmeRos 2 หลายเดือนก่อน +4

      You must establish your own procedure, control risk, and adhere to the plan through thick and thin while also financial advisors have a lot more knowledge and expertise in this area and getting better because nobody knows anything.

    • @FrankPatrick-no8zo
      @FrankPatrick-no8zo 2 หลายเดือนก่อน +4

      You're right! I diversified my $400K portfolio across various markets with the help of my financial advisor, and I've been able to generate over $1.2 million in net profit from high dividend yield stocks, ETFs, and bonds during this downturn.

    • @albacus2400BC
      @albacus2400BC 2 หลายเดือนก่อน +3

      Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.

    • @FrankPatrick-no8zo
      @FrankPatrick-no8zo 2 หลายเดือนก่อน +3

      There are many independent advisors to choose from. But I work with "Monica Shawn Marti" and we've been working together for almost four years and she's fantastic. You could pursue her if she meets your requirements. I agree with her.

    • @RonaldPaul-rs6kt
      @RonaldPaul-rs6kt 2 หลายเดือนก่อน +2

      I really appreciate your useful advice. I was able to set up a call with her and confirm her identity. She seems incredibly knowledgeable, and I appreciate your advice so much.

  • @Yomamaissoo
    @Yomamaissoo 2 หลายเดือนก่อน

    Where is that big recession that you were talking about in 2024 Jeff?😂😂 you laughed at Josh Brown and who is laughing now?😂😂

  • @tracksuit22
    @tracksuit22 2 หลายเดือนก่อน +5

    Fed must pump it for comrade camala

    • @speedrunner9907
      @speedrunner9907 2 หลายเดือนก่อน

      plz. the gop has literal communists in their ranks (neocons = soviet trotskyites its literal history). trump is the ideal example of a marxist leninist sloganeer.

    • @usazar
      @usazar 2 หลายเดือนก่อน +1

      Exactly, they should be helping the felon 😂

    • @rafaelmariscal9170
      @rafaelmariscal9170 2 หลายเดือนก่อน

      Comrade trump wanted the FED to go to negative rates when he was president. 1% wasn't low enough for him.

  • @requiem5179
    @requiem5179 2 หลายเดือนก่อน

    There will be a bond market crisis by 2026. Save this comment. Inflation will come back in 12 months stronger than ever. Rates will be lower. Helicopter money will be deployed and bonds will swan song.

  • @usazar
    @usazar 2 หลายเดือนก่อน +1

    Bowman's dissent seems political

  • @LQVendorFP
    @LQVendorFP 2 หลายเดือนก่อน

    data dependent hahahaha

  • @nancyconduelo4447
    @nancyconduelo4447 2 หลายเดือนก่อน +1

    Trading has been rather rewarding to me and I've learned that getting a good return is very much attainable if you know your way around it

    • @andrearoman9003
      @andrearoman9003 2 หลายเดือนก่อน

      How are you able to do it? Not everyone is as lucky as you

    • @nancyconduelo4447
      @nancyconduelo4447 2 หลายเดือนก่อน

      It’s far from luck to be honest. I had to learn the hard way. I started trading using just speculations and lost huge sums twice. I know that learning the in and out of the market isn't for everyone and that's why i use a professional advisor and Gabriel alberto william is the licensed advisor I use. He is an expert trade analyst who oversees my trades and make good returns.

    • @andrearoman9003
      @andrearoman9003 2 หลายเดือนก่อน

      Can he help me? I’d be happy to pay, 1 year and some months and I've barely recorded growth

    • @nancyconduelo4447
      @nancyconduelo4447 2 หลายเดือนก่อน

      Yes sure just search Gabriel alberto william online and You’d find necessary details to work with to set up an appointment.

    • @andrearoman9003
      @andrearoman9003 2 หลายเดือนก่อน

      Thank you very much for this beautiful information

  • @BrianHornak
    @BrianHornak 2 หลายเดือนก่อน

    This host is so full of himself ...

  • @keto6789
    @keto6789 2 หลายเดือนก่อน +1

    Gunlach is always wrong

  • @guruprasadnishad6057
    @guruprasadnishad6057 2 หลายเดือนก่อน

    This video is very informative, but it would be better if you talked about real money. Talk about Cryptonica; it's real money every day. What you're discussing doesn't seem as cool

    • @MrMountain707
      @MrMountain707 2 หลายเดือนก่อน +2

      This is a conversation about the US dollar. Its for adults

    • @speedrunner9907
      @speedrunner9907 2 หลายเดือนก่อน

      @@MrMountain707he’s a narcissist who hates the dollar. he owns crypto.