The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman
ฝัง
- เผยแพร่เมื่อ 15 พ.ค. 2024
- This week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024. Expecting bonds to continue selling off, will equity markets crumble or continue to melt up as fiscal dominance takes the reigns?
Harris then shares his thoughts on some of the best opportunities he is seeing in markets such as oil, gold miners, uranium & more. Enjoy!
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Timestamps:
00:00 Introduction
01:14 Nobody's Ready For Higher Inflation
02:59 Will The Fed Cut Rates In 2024?
05:26 Gold
09:25 Oil
17:04 VanEck Ad
18:07 The Uranium Trade
30:37 Gaining Gold Exposure vs Owning The Miners
37:06 The A.I Trade & Investing In Your Circle Of Competence
39:59 Bitcoin
42:58 The Bond Market Sell-Off Can Continue
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. - บันเทิง
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I see Kuppy is also doing VanEck's bidding for GDX @7:00😄📈💹💰💸
🤣
A ponsi ETF
Given the current inflation signals, what are the best additions for a $500K portfolio to enhance the overall performance this year
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire
True, some folks employ hedging strategies or devote a portion of their portfolio to defensive assets that perform well during market downturns and such pointers are provided by engaging the services of market experts just like i did in 2019, amid rona-outbreak, and as of today, i can boost of a 45% enhancement on my $1m portfolio after acquiring assets recommended by my advisor.
Mind if I ask you to recommend this particular coach you using their service ?
*Sharon Lynne Hart* is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
As a nurse and part-time real estate agent with $330k saved, I'm keen to invest in the stock market to combat low bank returns and guard against inflation. How can I build a solid portfolio?
I believe every Investor should start with ETFs for a solid foundation, then diversify across asset classes and maintain disciplined, regular investing to minimize risks and maximize growth.
A healthy portfolio has 3 things, at the bare minimum: Exposure to ETFs for increased diversification, Exposure to assets that generate cash flow like dividend stocks, Exposure to market-leading tech.
You don't need to find the next NVDA to succeed in investing. Just choose top-notch ETFs and partner with a financial advisor like I did. I turned $260k into 40,000 in quarterly dividends-a significant milestone for me today.
I'm scared about retirement as I turn 60 on my next birthday. I need to ensure I have enough money to survive on. How can I consult your advisor? My retirement account isn't performing well.
I'm cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "JENNIFER LEIGH HICKMAN" I've worked with her for 9 years and highly recommend her. Check if she meets your criteria.
Hit 200k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started with 14k in last month 2024
Wow that's huge, how do you make that much monthly?
I'm 37 and have been looking for ways to be successful, please how??
Sincerely speaking. I will continue to trade and stick to Michelle Stewart daily signals and guides as long as it works well for me.
Woah for real? I'm so excited. Michelle Stewart strategy has normalised winning trades for me also. and it's a huge milestone for me looking back to how it all started
I'm new at this, please how can I reach her?
This worries me and has left me feeling unsettled, especially with the prospect of a potential depression rather than just a recession. I'm uncertain about my $130K account strategy, given the overall uncertainty surrounding this economic downturn.
If you lack knowledge about market investing tactics, get advice from a financial counselor.
Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advsor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.
I could really use the expertise of this advsors.
Her name is 'Michele Katherine Singh’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks
Noteworthy video. I need suggestions for stocks to spread across the market that can aid in achieving my 7figure ballpark portfolio goal this year. I have about $230k in TSLA only and I know times are uncertain now.
nasdaq & sp500 exist for a reason, but its okay to consult a portfolio coach if you consider yourself a rookie
Well agreed, for 5 years now, I've had a license professional actively restructuring my portfolio, cos my job doesn't permit me the time to analyze stocks myself and in return, I've realized nearly $1m after subsequent investments to date. Quite straightforward
i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help build wealth over time, mind sharing info of the professional guiding you please?
@@ChristopherHoward-kf7yk i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help build wealth over time, mind sharing info of the professional guiding you please?
@@benjaminsmith3469 *Monica Shawn Marti* is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment
So refreshing to listen to a no BS money manager. Thank you.
Absolutely.
Very few who do not spew the same narrative. Independent thinking in this presentation.
He's all bs
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Kimberly Smith
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much.
she's mostly on Telegrams, with the user name.
Smith207 💯...that's it
SCAAAMMMMM
The markets are uncertain about the Federal Reserve's plan to raise interest rates until inflation stabilizes. What's the best strategy to capitalize on the current market conditions? I'm contemplating diversifying my $400k portfolio.
keep yourself safe by knowing when to sell stocks in order to limit losses. I advise consulting a CFP or other professional for advice.
Having an adviser is the smartest approach in today's market, especially for those nearing retirement. I personally gained over $270K during this market downturn, which highlighted that there's valuable insight the average individual may not be aware of.
Having an adviser is the smartest approach in today's market, especially for those nearing retirement. I personally gained over $270K during this market downturn, which highlighted that there's valuable insight the average individual may not be aware of.
a good number of people discredit the effectiveness of financial advisors/experts, but over the past 6years, I’ve had one consistently restructure and diversify my portfolio/expenses and I’ve made over $3million in gains… might not be a lot but my portfolio can stand the test of time
Having an investment advisor is the best way to go about the stock market right now. I was going solo, but it wasn't working. I’ve been in touch with an advisor for a while now, and just last year, I made over 80% capital growth minus dividends.
I watch LOTS of this type of content... I think you are my favorite interviewer. You ask good questions... you dont give speeches. You even ask dumb questions for clarification.
From my observation and historical market pattern, there might be a bit of turbulence in the market coming up, but here's the deal: Trying to guess what's going to happen next is less important than spreading your bets when trading and thinking long term. It's not about guessing the market's next move; it's about playing it smart and steady...managed to grow a nest egg of around 100k to a decent 732k in the space of a few months... I'm especially grateful to Kerrie Farrell, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape......
As a beginner, it's essential for you to have a mentor to keep you accountable..
I appreciate the professionalism and dedication of the team behind Kerrie’s trade signal service...
Kerrie Farrell program is widely available online....
The fact that i got to learn and earn from her program is everything to me think about it, it's a win win for both ways..
On the grand scheme of things, once you understand the potential of trad!ng, you can bet on it but I think people need the education to fully understand..
Blockworks plus Kuppy is a great combo
This seems like the worst period.
Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!
Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to Devion Jane
I agree just reached my goal of $500k yearly trade earnings. Setting realistic goals is an essential part of trading..
Please educate me, i'm willing to make consultations to improve my situation,
Her technical analysis is excellent and her interpretation/projections of the market are so accurate I sometimes ask myself if she is a human The point she is the perfect trader to follow for advice and guidance
Wait is this the same lady? That helps me with 17k investment “wow" such a small world..
Great timing for interview with Kup 🎉
Kuppy mentioned that Valaris was selling at roughly 10% of replacement cost.
I tried to validate this and found in the 2023 annual report that Valaris owns 13 drill ships as well as 40 semisubmersibles and jackups. Taking his estimate of $250M for a drill ship and $30M for a semisubmersible or jackup (average of online finds) takes me to a replacement cost of $4.45B, which is roughly the market capitalization.
Hence our estimates disagree roughly by a factor 10. Where am I wrong?
10% doesn't sound right but buying a drillship for 250m is not possible. 1b more like. So 25% replacement value.
"This man owns more than a million pounds of uranium" is quite a unique sentence in human history.
Fed wants 3-5% inflation despite rhetoric. Like post WWII to handle debt. Also bigger world picture means bond buying gets cranking.
Lol you're delusional buddy. The US wasn't 34 trillion in debt like post-WW2. If the fed wants 3-5% inflation, bond buyers will demand an even higher premium from the Treasury. This country is cooked.
Great guest and interview...Thanks Jack.
Expertise in Action. Good to see. THANKS 🎉🎉🎉
*YT Quick Survey:* For your shared investing ideas, what do you think will be the next Apple/Microsoft in terms of growth?
None!!!! considering the present unpredictable market volatility there are over a thousand reasons why the market is a no go especially now.
Not true at all... Although the market isn't so stable at the moment, it isn't as sick as some people have made it look... In all honesty, as a beginner who knows next to nothing, I have made over $12k net-profit just in a couple of months... I'm a retiree, and I am using these extra resources to help pay for odds and ends that I want.
NO I have never used a spreadsheet.. It's of no relevance to me... For my top holdings, I follow Kelly Marie Matwick's trading positions automatically... Look her up, she's good.
GME
Do your own research
Thank you so much!!
Loved this interview. Calling the bond maker a ponzu scheme - he was so real for this
Right now, we stand at a crossroad of possibilities in the market where the boundaries on what we can achieve is not just dictated by the Fed, or the world around us(war, inflation). There's always going to be recession for some people while others amass wealth, think about it.
I think this is a time where financial advisors may come in handy for everyone, not just newbies
IMO, financial advisors are the most sought-after professionals after doctors. My portfolio is well-matched for every market season and just yielded 85% from early last year to date. I and my advisor are working on a 7 figure ballpark goal, tho this could take another year.
@@emmaarmando bravo! I 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?
'Gertrude Margaret Quinto' maintains an online presence. Just make a simple search for her name online.
I looked up her full name online and found her page. I emailed and made an appointment to talk with her; hopefully, she gets back to me.
Very insightful! Thank you!
Kuppy! I'm still trying to digest that tweeted conversation about the Yuan going to 5 before 9.
This guy is very good and interesting with micro topics like uranium. He needs to learn some macro though because he's applying EM principles to the US economy which doesn't fit
Great interview. This guy is sharp as a tack.
Excellent discussion. Really like the guest, honest, straightforward, and informative
never change, kuppy. please never change!! :)
interesting fellow. thx Blockworks to bring us these different points of views.
Thank you for bringing the most famous island Rancher around. His market knowledge is very impressive!
again, great interview
I love copy, his approach to life and investing is interesting. I wish I was as footloose and fancy-free
Thank you very much...
Oh EM, thought you were talking about the GWN 🇨🇦
Thanks!
Didn’t mention KEDM there at the end. I think he did but it was edited out? Why?
Uranium - catalyst for spot/SPUT to move higher??
43:11
"What other Ponzi scheme's do you see?"
"The whole bond market"
🤣
"Being an emerging market" is kind of a good thing in this case. Developed markets cannot grow at the rate needed to get out of the debt spiral the US is in.
whats the comapnies ticker he is talking about?
The one that is selling physical coins? amar?
AMRK
I think to expensive already.
I’m interested that Kuppy prefers gold miners to gold bullion but uranium metal to uranium miners. I guess it’s down to the small population of actually currently functioning uranium miners.
Hugh Hendry likes gold not miners.
@@hugohecht5997He has one Kilo 🏅 in Switzerland 🇨🇭 and he hates Silver 🥈 😃
Refreshing take from a Straight talker
Kuppy is a good guest
The USA is now like Zimbabwe, inflation is out of control, and the US will not cut spending leading into a higher rate spiral? Well that certainly escalated quickly...
Higher rates are the cure. Cut spending is the cure. The alcoholic believes more alcohol is the cure. We can't kick the addiction. It is a tragedy for the children.
An informative video.
Haven't seen Kuppy on YT in a minute. Nice Bloomberg terminal.
Hmm Kuppy says he don't own the uranium miners, but in his 13F I see NXE and UEC. Did he sell them?
this guy doesnt get it
Did bro just call the Burj Khalifa Pattern the Eiffel Tower?
Ice cubes on sidewalks don't seem like they would melt very slowly.
I’m not sold on this thesis.
Florida's housing market is cracking under the pressure of high mortgage rates and OVER supply. Builders had the mindset that Boomers would just keep coming and could afford to pay cash (yes if they've sold their New Jersey home, no if they're looking to buy a vacation property). It's the usual boom & bust places like Cape Coral that saw prices zoom up and are now facing a buyer's strike.
Just saying - I wouldn't be so cavalier about the economy's ability to keep absorbing higher interest rates.
Bond market is king. 7% on the 10 year will break a lot of things.
Top is in in the market. Commodities are running.
Great video, I have a quick question. I am an aspiring trader, I am looking study some traders and earn off their expertise rather than investing myself and lose money emotionally. Whats your take on copy trading? Do people really make money? Just looking for some reassurance.
Thank you!
Focus on long term investments in property, stocks, and bonds. Avoid copying, daytrading and 'chart astrology'. Diversify across different geographies, industries, and value chain stages - to reduce your risk. You can do this with ETFs, or by selecting different stocks yourself. This is the best way to invest for more than 90% of people
Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.
It is essential for you to have a mentor to keep you accountable
1. Limit your spending/cut off retail therapy
2.Put the extra cash towards investing in high yielding or steady investment.
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?
I looked up her full name online and found her page. I emailed and made an appointment to talk with her; hopefully, she gets back to me.
how is it that jack here on youtube makes better content than a guy like michael bloomberg? yall guys dont need to do 6 hours of content a week, 3-4 videos is fine and it saves you energy. you have great content, and after watching for over a year, this channel feels ike thejoe rogan of finance, but without all the gym talk. he gets everyone to come on and open up about their portfolios. kupps description of uranium is something you cant find anywhere else on youtube. i thought businesses were all paying spot
Kuppy ❤
48:42 "Money supply is growing". Except it's not growing. It's been falling for quite some time now. If that's the level of his analysis, I fear for his other calls. If he thinks the rates are going up, cause money supply is growing, he's in for a huge surprise
Inflation/rates go down-"risk on time"
Inflation/rates steady-"risk assets can deal with a steady macro"
Inflation/rates go up-"melt up for risk assets"
Aka pumpers will always pump
A very likeable fellow.
fear a housing crash due to people buying homes above asking prices with little equity. If prices drop, affordability and potential foreclosures may arise, worsened by future layoffs and rising living costs. I want to invest more than $300k, but I'm not sure on how to mitigate risk
Consider reallocating from real estate to other reliable investments like stock, crypto or precious metals . Severe recessions offer market buying opportunities with caution, as volatility can yield short-term trading prospects. Not financial advice, but it may be wise to invest, as cash isn't ideal in this period.
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
nice! once you hit a big milestone, the next comes easier.. who is your advisor please, if you don't mind me asking?
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with "Whitney Kay Stacy" for the last five years or so, and her returns have been pretty much amazing.
I just looked her up on the internet and found her webpage with her credentials. I wrote her a outlining my financial objectives and planned a call with her.
Project Zimbabwe 😂. Well put. Watch out for cannibals. 😂
yes yes 6-7-8-9% yes yes.... lets see if we touch 5% again this time, or even 5.5%...
What ... what was that? He lived in Mongolia for a decade?
This dude needs to write a book!
KUPPY!!!!!!!!
KHÔNG THỂ CHỊU ĐỰNG ĐƯỢC😥.
No, They won't, Powell is just talking tough. 😊
How does inflation and high rates help the stock market? Did you see the 1970s and 80s???? What?
When "high rates" are lower than the real rate of inflation, it does.
Fund managers always hate on BTC lol... who knows, maybe it will turn out to have no utility, but you can GUARANTEE they don't like a commodity (BTC) they can't make money on!
Another market expert who doesn't know what the definition of Ponzi scheme is
The dollar has no actual use also, its just paper debt. This guy sounds like he knows nothing about bitcoin.
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?.
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000
Please will you be kind enough to share the details of the man that helped you?
“.MARY TERESE SINGH.’’ is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
Seeing first hand, the worldwide adoption of crypto, and coming to that conclusion lol
Economic investigator Frank G Melbourne Australia is following this informative content cheers Frank 😊
more bitcoin jack!
No it won’t
😂 Kups a billionaire & won't stfu about it. Keeping it klassy. Kuppy style.
Not going to happen
Nope, not printing, there is still a lot of money in poor investments like crypto
Study Bitcoin
Dude go with the Uber driver pumping shitcoin🤣
Too many bad decisions have been done and the conventional living method simply doesnt work anymore. If you really give it a thought then you might believe me on this one. Im not trying to force anybody its just my goal to bring change because even if I succeed for one person it is more worth than any money in this world, isnt it?
He lived in Mongolia for a decade?
Yap.
how do you go to an island, see people use cryptos because their fiat is garbage, and come to the conclusion that cryptos are a fad?
I don't listen to anyone who thinks Bitcoin is a ponzi scheme. Shows not only the lack of understanding of technology but also the lack of understanding of economy and finance in general.
His gold thesis is spot on, but doesn't get bitcoin nor understands monetary principles.
You're doing great, Harris Kupperman
/sarcasm
Too many gold and Bitcoin pumpers.
Man. No coiners are so intellectually lazy.
Bonds have bottomed here. This means your entire thesis based on this assumption will be wrong
Qe
So smug. But to his credit he admits he has made some pretty wrong calls.
He lives in fantasy land.
Bitcoin is 90 percent owned by 5 people
That is completely false. There is transparent on-chain data that proves you wrong.
He sounds like a Bitcoin bear...
its all a ponzi
Don’t trust this guy one bit on a few levels. No one I’d want to do business with
FIRM , SOLID , DENSE , RIGID , STIFF , RESISTANT , UNBREAKABLE , INFLEXIBLE , UNPLIABLE , IMPENETRABLE , UNYIELDING , SOLIDIFIED , HARDENED , COMPACT , COMPACTED , STEELY , TOUGH , STRONG , STONY , ROCKLIKE , FLINTY , CLOSE-PACKED , COMPRESSED , AS HARD AS IRON , AS HARD AS STONE ,😿.
Bitcoin is toast 🥪
"It's a ponzi scheme, we made money, we sold it" ~ this guy on Bitcoin
Another clueless 'Money Manager'....see you $300K+ by 2028 and $500K-$1M for Bitcoin in the coming decade