Love you Ken ! Thanks for coming back ….single moment with boys . You give me peace of mind good or back News ! Sitting on a lot of cash , waiting to jump in ! Very patiently.
Agree with you my friend, the Fed has changed their way 180 degrees after making big mistakes in injecting too much liquidity into the system and keep the rate too low for too long. Now that inflation roared highest since 40 years, they have to do whatever it need to push inflation down defying any kind of recession.
@@meklavier4664 but during Greenspan, the idea of QE was not invented yet. With QE, Fed can keep government bond yield too low so that government can issue its new bond to stimulate the problematic economy without push yield higher and higher.
I suggest watching Emil Kalinowski channel and Steven Van Metre. They explain the Paul Volcker myth and how QE isn't cash injection. It's not money printing but rather a reserve swap. This has two effects: it prevents bonds from being sold on the markets as they moved from banks balance sheet to the feds (but the bank didn't get cache but a new kind of asset that they can use as a reserve against deposits). It has the psychological effect, that people believe the fed can manipulate things, so it becomes a self fulfilling prophecy. That last part is damn scary because it's not only the retail but hardcore trained financial professionals as well. Lastly even Raul Pal refers to the actions of the fed as "changing the optics".
We don't have inflation caused by money (which is what the true meaning of the word is) we're dealing with post COVID & war repercussions. The problem is we're trying to treat it like we would treat money inflation. The consumer isn't strong. I many ways our economies (sic! Plural) never returned to pre COVID levels. They're killing the consumer while the truth is that nothing that they do to rates can influence the true cause of these price instabilities.
Nice to see you around! I completely agree with you, but just remember that politics gets on the way more often that we all like. And just as they affirm one thing today, they might change course tomorrow... Its a crazy world!
DAMN WHY NO GURLS?! Love your perspective Ken. Thanks for all you do. This bear market rally makes no sense, oil back up over 100/barrel and a more hawkish fed.
The Fed said we are on our own? That was implied since the November/December notes… a bit late now. Retail and the news are always late to catch up. That’s why retail keeps losing.
PLEASE ANSWER THIS .... can u tell me which is best brooker to trade in when it comes to chinese stocks (HK), because i dont wanna get affected by delisting issues ( PLEASE HELP )
@@ChickenGeniusSingapore Hey Ken but if the stocks rise up, won't you have to sell all your tesla stocks at a lesser price and the money you used to buy puts will be zero too?
But his direction is that the market will continue to be bearish. So why should he worry about it going up. Plus if his avg price is still lower than his sell call atm, he could protect his profit
Hi Ken. I agree with you fundamentally. But I have a question, why do you think the FED is really different this time, since technically speaking we are under the same management by Powell. In the 2020 covid crash Powell was pretty quick in turning the printing press on.
@@ChickenGeniusSingapore maybe because the boss is different? Powell used to be a lawyer. I guess he is still being a good lawyer, respecting the client (president) wishes.
Thanks for the breakdown, Ken! Question--wouldn't there be a point at which the FED can no longer raise interest rates, due to the 30T debt the US owes? Unless I'm mistaken, the interest on the debt goes up with the increasing interest rates. A 1980s-style increase rate hike would be financial suicide. Just wanted to get your thoughts on this!
@@harmhoeks5996 Changing interest rates and quantitative easing/tightening are two different tools the FED can deploy. My question was for changing interest rates vs current level of national debt, regardless of additional QE/QT. Higher interest rates = higher interest payments on debt. Means less money left over used to fund everything else. Possibly even increasing taxes to keep the country afloat. Imagine telling people "we need to raise taxes to pay our interest payments"--wont sit well with people
But as we have seen the 30 year doesn’t always go up with the Fed funds rate. They may be counting on a recession to kill inflation at which point they will have an excuse to cut rates again.
I thought you quit but you're somehow still making videos and I love it. You're one of the chillest dudes on finance youtube. Just keeping it real and light hearted. how's the animal rescue thing going? On a slightly related note, there's a high chance I'll be getting chickens coming year!!! whooo
I miss how you are always attaching your mic to various objects/tools. But nevertheless, great content as always! Short, precise, fun, no one does it better 🤓👍
60% of pension funds are invested in the market, how can the fed allow the market to go down? also how do higher interest rates work out when the deficit is so high, 120%?
Hi Ken! Finally, the first time that i was able to catch your video so soon after its release. I am hoping being able to comment so quickly would at least allow you to see this quickly too. Just wanna say that I was very fortunate to learn about you in Dec 21 while i only started investing in Oct 21. It has been a mini roller coaster for me since there was a period of you being absent (though i am glad you took the break for yourself). All in all, really grateful for the advises and updates you have been providing to all of your followers. I definitely learned quite a bit thanks to you. Now that you are back, i very much look forward to my learning journey with the chicken genius. THANK YOU AND THANK YOU FOR EVERYTHING YOU HAVE DONE FOR ALL US! 🙆♂😁 Side note: HAHA love that funny bit at the end this time, was resisting to skip to the end to see how would it be this time and it did not disappoint 😂👍
Boo… no girls.. hahaha thanks for the advice. Gonna be a real sticky issue, guessing what’s their next move or what’s their next excuse on the next move.
Thanks Ken for your guidance. I understand don’t buy now. But one question. Do I sell my losses now to accumulate cash to buy later nearer to the bottom?
Some commodities might have peaked, but inflation hasn’t yet. Oil and gas are the main commodities to watch. Look at what happened after WW2. That’s essentially where we are. COVID killed demand like the war did. Vets returning home created huge demand like the reopening of borders and easing restrictions are. Things take time to catch up, the Fed will tighten hard. Eventually they’ll overshoot the mark and we may have deflation, but for the months ahead every spare penny that you and everyone else has is going to get squeezed until demand is dead ☠️ it doesn’t matter when inflation peaks, it only matters when it has dropped another 6% from where it currently is. That’s going to take a while due to the lag factor. 2 of the biggest economic factors is construction and travel, they both contribute considerably to oil demand and are often locked in up to 6 months ahead. It’ll take at least that long before things even look like cooling down
Serious question but what makes you think all of this is not yet priced in? Fed already make it clear in their last meeting they would take inflation serious yet markets seem to start rebouding?
Hi Ken , what do you think With falling commodity prices won’t inflation be coming down thus fed will at least reduce the increase in interest rates as planned = market will cheer ?
Yes, but, the more important question now is why are commodity prices falling. If its due to demand destruction that means the economy is about to or has already gone into recession. Stock markets do not "cheer" for recessions. The next thing to watch is the unemployment rate. The unemployment rate starting to go up signals the start of the bottoming process. Not the bottom. Only the start of the bottoming process. We have not seen that yet.
@@free-qe6wx Ken said in his video , fed has two mandates 1. Employment 2. Keeping price Low . then more so that the fed will need to reverse their intended interest hikes if inflation % drops and unemployment goes up.
Caught me off guard by saying “no girls” hahahaha. Awesome nuggets of updates Ken!!
I think 🤔 he did it on purpose, 1 time 2 time girl, 3rd time no girl, he's telling us something, don't assume the ending would be the same.
Was looking for any girl at the end too hahaha
Oh man! Thought another chiobu will crash in!
I thought he was saying “you know how it goes”
You look happy again man. Keeping it short and sweet might have mental health benefits!
Thanks for coming back to educate us!!!
Thank you so much for your videos! They’ve been so helpful. Please continue your voice is needed during these scary times.
Thanks Ken, really appreciate all your updates and knowledge sharing. Thanks 🙏
Thanks again Ken for your priceless insight! ✌️
Love you Ken ! Thanks for coming back ….single moment with boys . You give me peace of mind good or back News ! Sitting on a lot of cash , waiting to jump in ! Very patiently.
Ken, you're mega appreciated
Lost my chance to DCA I was hoping that crash u were talking about was coming that falling knife looks good right now
So glad to see your smile again Ken. Thanks for the valuable sharing ! =D
Thanks ken! Informative news as always!
Thanking Fate you're Back! Thank you for your insights! Always great seeing your view of things!!
Great to have you back Ken ! Thanks for the translation and it all make sense reading it now 😆
Good on you for clearly defining the Fed written words. Thanks!
Thx for your help man, nice advice without bs
So great that you came back now that people need your insight more than ever. Thanks Ken!
Ken, you are the BEST. You say more useful information in under two minutes than most say in two weeks. Glad to see you happy my friend.
Thanks again Ken! What's your insight on the falling oil and commodity prices?
Thank you Chicken Genius! Your videos help remind me its gonna get worse before it gets better.
You are indeed a blessing... thanks Ken. ❤
Agree with you my friend, the Fed has changed their way 180 degrees after making big mistakes in injecting too much liquidity into the system and keep the rate too low for too long. Now that inflation roared highest since 40 years, they have to do whatever it need to push inflation down defying any kind of recession.
@@meklavier4664 but during Greenspan, the idea of QE was not invented yet. With QE, Fed can keep government bond yield too low so that government can issue its new bond to stimulate the problematic economy without push yield higher and higher.
Yeah, and Putin took advantage of it, either let him take Ukraine and whatever else or risk inflation run-off and a freezing Europe.
Just image if they inject that much cash. How many more will be jobless..
I suggest watching Emil Kalinowski channel and Steven Van Metre. They explain the Paul Volcker myth and how QE isn't cash injection. It's not money printing but rather a reserve swap. This has two effects: it prevents bonds from being sold on the markets as they moved from banks balance sheet to the feds (but the bank didn't get cache but a new kind of asset that they can use as a reserve against deposits). It has the psychological effect, that people believe the fed can manipulate things, so it becomes a self fulfilling prophecy. That last part is damn scary because it's not only the retail but hardcore trained financial professionals as well. Lastly even Raul Pal refers to the actions of the fed as "changing the optics".
We don't have inflation caused by money (which is what the true meaning of the word is) we're dealing with post COVID & war repercussions. The problem is we're trying to treat it like we would treat money inflation. The consumer isn't strong. I many ways our economies (sic! Plural) never returned to pre COVID levels. They're killing the consumer while the truth is that nothing that they do to rates can influence the true cause of these price instabilities.
Love these short and concise videos! Keep it coming!
Thanks for the content Ken, great to see you smiling again :)
Thanks Ken for the short & simple explanation. 😀
Nice to see you around! I completely agree with you, but just remember that politics gets on the way more often that we all like. And just as they affirm one thing today, they might change course tomorrow... Its a crazy world!
Thank you for being an amazing teacher ken love from morrocco 🙏
Glad to see you’re back and looking happy, Ken! Would you recommend crystallizing some losses right now and holding more cash?
Speakin Facts Ken! Glad to see you back 🤔🙏
Great to see you back, Ken. curious of you are seeing a bottom in growth as many are pointing to.
Aw dang was waiting for a girl to pop out. Love you Ken ❤️ thanks for coming back!
Love your humor!!🤣 So theyre gona push till things stablize, just make money and hold cash is what Im getting. Thanks
Thank you for your insight Ken
Thanks for the translation!! Also what are you thoughts on how the housing market will be..?
Thank you my brother... Respect to you sir..👍
DAMN WHY NO GURLS?!
Love your perspective Ken. Thanks for all you do. This bear market rally makes no sense, oil back up over 100/barrel and a more hawkish fed.
Thanks Ken, when do you think it’s time to buy more Tesla? As they just had a record production month in June 22
Great one as always! Looking forward to the next video already 😀
Thanks for simplifying it for us Ken. You are the best. And I mean that.
Thanks for explaining it so simply! Really appreciate you for that!!!
Ken, great video and info as usual. Would the Fed bail out the banks or are they too big to fail? No choi bu means no bail out?
Complicated still to digest but roughly get the idea. Thanks for the breakdown CGS 🙏😘
Keeping it simple, for even a nuthead like me to understand. Thanks CGS!!
Yesssssiirrrr, appreciate you sharing...as always. 🍻🤙
Glad you came back. Palantir still hasn't hit my 5 target.
It will, maybe even 2
Can’t tell you how much the info you provide is appreciated
Is this mean no TSLA in 1500 at the end of this year as you predicted on January?
Hope u doin ok ken, u seem happy and radiant
Great works 🎉 As always, pls keep your investment community invest safely. ❤
I like this and the comeback!! Good to see new uploads from this channel!!
Happy to see u feeling happy again 🥰😌
No matter u r feeling blue or feeling good, your content is always superb 👍🏼👍🏼👍🏼👍🏼
Thank you Ken
Another great video and only one min to explain the FED min, perfect. I see what you did.
yes agree! Don't fight the Fed. Don't do dca now. Protect portfolio with synthetic options
Morning,thank you for your daily updates. FC 🐔🙏💕
Thanks for the video as always:)
thx ken for educating us... Is PALANTIR one of your sniper bullets still?
Thanks for the info Ken!
Thank you for posting again. I missed your videos
Thanks for the breakdown Ken! 😊 Appreciate what you do 💯❤️
So Ken what do we buy to hedge??? Gold? Silver? TLT? Or just SQQQ??? Thanks
The Fed said we are on our own? That was implied since the November/December notes… a bit late now. Retail and the news are always late to catch up. That’s why retail keeps losing.
Ken, what's your read on the recent bounce from CPI 9.1%? Thanks.
PLEASE ANSWER THIS .... can u tell me which is best brooker to trade in when it comes to chinese stocks (HK), because i dont wanna get affected by delisting issues ( PLEASE HELP )
Thank u for sharing always!
Thanks for giving these breakdowns, keeps me up to date. Rock on Ken!
Thanks as always Ken! Can you do a video explaining synthetic shorting?
it's simple. sell atm calls and use the $ to buy puts for net credit. google it.. of course try to do it that resistance
@@ChickenGeniusSingapore Hey Ken but if the stocks rise up, won't you have to sell all your tesla stocks at a lesser price and the money you used to buy puts will be zero too?
@@ChickenGeniusSingapore or are you very certain that tesla stocks won't shoot to the moon for the time being?
@@REGINAwongXIAOyi which is why he mentioned “ try to do it when resistance”. Nothing is risk free
But his direction is that the market will continue to be bearish. So why should he worry about it going up. Plus if his avg price is still lower than his sell call atm, he could protect his profit
Keep the truthful videos coming Ken!
Hi Ken. I agree with you fundamentally. But I have a question, why do you think the FED is really different this time, since technically speaking we are under the same management by Powell. In the 2020 covid crash Powell was pretty quick in turning the printing press on.
it's a different Powell. At least to me, I'm pretty sure of that
@@ChickenGeniusSingapore maybe because the boss is different? Powell used to be a lawyer. I guess he is still being a good lawyer, respecting the client (president) wishes.
Thanks for the breakdown, Ken!
Question--wouldn't there be a point at which the FED can no longer raise interest rates, due to the 30T debt the US owes? Unless I'm mistaken, the interest on the debt goes up with the increasing interest rates. A 1980s-style increase rate hike would be financial suicide. Just wanted to get your thoughts on this!
Raising rates = not buying US govt debt
Stable rates = buying US govt debt
I think we are reasoning in circles?
@@harmhoeks5996 Changing interest rates and quantitative easing/tightening are two different tools the FED can deploy.
My question was for changing interest rates vs current level of national debt, regardless of additional QE/QT.
Higher interest rates = higher interest payments on debt. Means less money left over used to fund everything else. Possibly even increasing taxes to keep the country afloat.
Imagine telling people "we need to raise taxes to pay our interest payments"--wont sit well with people
But as we have seen the 30 year doesn’t always go up with the Fed funds rate. They may be counting on a recession to kill inflation at which point they will have an excuse to cut rates again.
The best financial content on TH-cam. Thank you for your input!
Listen to this guy if you are a trader. If you are a long term investor DO NOT listen to this guy.
I appreciate your videos. Keep it up!!
I thought you quit but you're somehow still making videos and I love it. You're one of the chillest dudes on finance youtube. Just keeping it real and light hearted. how's the animal rescue thing going?
On a slightly related note, there's a high chance I'll be getting chickens coming year!!! whooo
Thanks for sharing Ken
Do you think it’s a temporary rise in indexes now Ken? Awesome content and jealous to see those girls in your vids 🤣
I miss how you are always attaching your mic to various objects/tools. But nevertheless, great content as always! Short, precise, fun, no one does it better 🤓👍
that was 100% his thing indeed :P
What do you think about the euro/dollar? Wil the euro keeps tanking or comes a technical rebounce? Thanks in advance.
Thanks for the insight my man!
Thank you so much for coming back to us🙏
Thanks for the update Ken!
Nothing on Tesla's great Production numbers and Price Surge today?????????????
60% of pension funds are invested in the market, how can the fed allow the market to go down? also how do higher interest rates work out when the deficit is so high, 120%?
Hi Ken! Finally, the first time that i was able to catch your video so soon after its release. I am hoping being able to comment so quickly would at least allow you to see this quickly too. Just wanna say that I was very fortunate to learn about you in Dec 21 while i only started investing in Oct 21. It has been a mini roller coaster for me since there was a period of you being absent (though i am glad you took the break for yourself).
All in all, really grateful for the advises and updates you have been providing to all of your followers. I definitely learned quite a bit thanks to you. Now that you are back, i very much look forward to my learning journey with the chicken genius. THANK YOU AND THANK YOU FOR EVERYTHING YOU HAVE DONE FOR ALL US! 🙆♂😁
Side note: HAHA love that funny bit at the end this time, was resisting to skip to the end to see how would it be this time and it did not disappoint 😂👍
Thanks for the insight. Keeping powder dry... was waiting for you to get pulled out of your vid again but alas, surprise lol. Have a good one.
This cat is genius. Makes economics Interesting AND easy to understand.
Boo… no girls.. hahaha thanks for the advice. Gonna be a real sticky issue, guessing what’s their next move or what’s their next excuse on the next move.
Any thoughts on Voyager Digital going bust and EM’s destroy of Jeremy?
Remember when Kevin Helmit told you to go back where you came from if you don’t like it here 🤦🏻♂️
Thanks Ken for your guidance. I understand don’t buy now. But one question. Do I sell my losses now to accumulate cash to buy later nearer to the bottom?
dont buy, its your loss at the end of the day
Ken, do you believe they will push it down rather quickly or is this a multi year drag down?
bought puts on AAPL. earnings this month, cpi, inflation expectations, etc. we got so many catalysts and I think we will head down lower.
What are your thoughts on the rapidly falling commodity prices recently? Inflation peaking?
commodity is pricing in for recession
Some commodities might have peaked, but inflation hasn’t yet. Oil and gas are the main commodities to watch.
Look at what happened after WW2. That’s essentially where we are. COVID killed demand like the war did. Vets returning home created huge demand like the reopening of borders and easing restrictions are. Things take time to catch up, the Fed will tighten hard. Eventually they’ll overshoot the mark and we may have deflation, but for the months ahead every spare penny that you and everyone else has is going to get squeezed until demand is dead ☠️ it doesn’t matter when inflation peaks, it only matters when it has dropped another 6% from where it currently is. That’s going to take a while due to the lag factor. 2 of the biggest economic factors is construction and travel, they both contribute considerably to oil demand and are often locked in up to 6 months ahead. It’ll take at least that long before things even look like cooling down
Serious question but what makes you think all of this is not yet priced in? Fed already make it clear in their last meeting they would take inflation serious yet markets seem to start rebouding?
thank you for the videos, i bookmark most of the resources you provide.
Hi Ken , what do you think With falling commodity prices won’t inflation be coming down thus fed will at least reduce the increase in interest rates as planned = market will cheer ?
Yes, but, the more important question now is why are commodity prices falling. If its due to demand destruction that means the economy is about to or has already gone into recession. Stock markets do not "cheer" for recessions. The next thing to watch is the unemployment rate. The unemployment rate starting to go up signals the start of the bottoming process. Not the bottom. Only the start of the bottoming process. We have not seen that yet.
@@free-qe6wx Ken said in his video , fed has two mandates 1. Employment 2. Keeping price Low . then more so that the fed will need to reverse their intended interest hikes if inflation % drops and unemployment goes up.
@@markzhang01 Yes the FOMC minutes are a few weeks outdated so I wonder if markets are thinking inflation has peaked and Fed will pivot.
He’s got a I told you so face HAHAHA! Thank you Ken!!
So sqqq or tqqq? If the market always goes up why should I short the market? You said two videos ago everything was going down
🙏🏽❤️❤️ love you man
Thanks for this Chicken ❤
always highlighting the key points. 🔑 funny endings. Looking forward to more points and more funny endings. 😁
Stop posting because market is up. So oportunistic guy u r. Milkin those naive ppl
Glad you are back. The current greens are what you labeled as temp short bull rally right?
Thanks you for your wisdem and vision 🙏🙏