All Roads Lead TO INFLATION!!!

[@jayceh]

Don't worry guys, the very trustworthy bureau of economics will make some amendments to the inflation calculation methodology to make sure it doesn't get too high

[@fivesecondrule]

Today the DEX in By-bit is lagging!! I just done video to show that When you are exchanging it's giving you like 9x;

[@Sunday4444-u2n]

This is a very thorough explanation of the U.S. economic situation. It is sad that the uneducated ones who need to know this will not understand and will say, “what are you talking about??”

[@miscellaneous714]

I am increasing my position in gold to hedge against inflation.

[@tsonez]

Probably a mistake. Stocks are a better inflation hedge than gold over the long term.

[@AlexTheReturn]

Sven Carlin, this is one of the best videos i watched in 2024! Thanks to share!

[@Value-Investing]

Wow, thanks!

[@stevezaiser6885]

I've been hearing these warnings my entire life. In 1966, the 10 year yield was 4.7% and debt to GDP was 40%. We've tripled debt to GDP and the 10 year is now lower. Nobody ever discusses the demand side for treasuries. As long as the dollar (the Eurodollar) is the global reserve currency there will always be demand. Government spending is out of control, but there's no evidence this will cause any problems in the market.

[@מאור-י1ב]

Sven, what do you think?

[@ziksy6460]

As you say, it hinges on the dollar continuing to be the global reserve currency. Ray Dalio says in his book that all empires will eventually fall when the economy weakens for one reason or another, and they experience massive inflation. Then, their currency stops being the reserve currency. Who knows when this will happen. No one can time it, but I agree with Dalio that it will eventually happen. Because it literally always ends up happening historically speaking. The US has been remarkably resilient, but the cracks are showing.

[@jonathanemontgomery]

It seems stablecoins have given USD a second lease on life.

[@PavolKosik-b3u]

Greece had 40% debt to GDP in late 90s and than populists took it well above 100%. Than one black swan event took them down in 2009. You maybe have been hearing all these warnings all your life but util 2008 debt was low and offset by 30 years of decreasing rates. Government debt grows twice as fast than GDP since 1971 when gold standard was temporarily abandoned. Anyone who knows how exponencial growth and componding woks know that its just a matter of time and not if.

[@cnmike1988]

@@PavolKosik-b3u I didn’t know Greece had global reserve currency lmfao

[@wernerschonenberger3038]

Interesting point(s) ... what's your position on the effect of this on REITs? Especially equity REITs like Agree Realty, Realty Income, W.P. Carey, ... or does it just hinge on the rent escalation method (fixed OR variable/adjusted to inflation or rate moves)?

[@pavelprochazka3963]

In my opinion the U.S. stock market can work pretty well even despite what´s happenning with the U.S. debt. It is the most liquid market in the world and any internatinal company going public goes or try to list in New York instead of London, Frankfurt or Paris. The most valuable companies listed in the U.S. actually generate their income globallx and the USA is only a part of their income. I believe that as long as the US keeps their financial markets important, the dollar will stay strong no matter what happens with the US debt.

[@NHL_Stats]

Hi Mr.Carlin. Could you make a video about how to invest like Druckenmiller to actually profit from this situation? Thank you very much for your insightful information in this video.

[@PonderDuke]

Luckily Elon Musk is going to fix government spending and reduce the debt pile. 🤔

[@Robert-fx3ng]

Maybe he will eliminate a fraction for the waste and corruption. I doubt it can be fixed in one presidential term. For me the question is, do you believe the government is wasteful, inefficient, and corrupt? Both Reagan and Clinton said so. Our debt was decreasing, but since then it has only grown. I believe admitting there is a problem is the first step. We can instead mock and insult this attempt to address the problems.

[@jasonalexander7089]

Elon only became rich because the Tesla stock bubble

[@George-f8h]

Under Trump's first presidency, he added $7.8 TRILLIONS to the national debt by cutting taxes, sending out covid stimulus checks, and increased military and discretionary spending. He already said that he will cut more taxes and increase military spending again, which will add trillions more to the national debt. How can anyone take him seriously when he talks about reducing the national debt? It's like someone who goes to an all-you-can-eat buffet and say he's trying to lose weight by ordering diet Coke. The largest mandatory federal programs are Medicare, Medicaid, Social Security and discretionary spending like Defense, paying interest on the national debt, and Education, Health, and infrastructure spending. Exactly where will be cut come from? Do you know why the national debt doesn't get solved? Because politicians know that promising tax cuts will get them elected and promising to raise taxes and cutting Social Security, Medicare, and other programs will get them booted from their jobs. Do you know how to solve the spending program? Warren Buffett said: “I could end the deficit in 5 minutes. You just pass a law that says that anytime there is a deficit of more than 3% of GDP, all sitting members of Congress are ineligible for re-election.” Unfortunately, this law will never get passed.

[@pietropasotti4418]

With the demographic collapse, in 20 years we are gonna pray to have inflation.

[@donkalzone6671]

Ever looked into Japans or South Koreas situation?

[@jsedge2473]

Where do you live? In the United States, there is no demographic collapse. We've imported so many people that population is supposed to keep growing this entire century (which is a good thing and a bad thing at the same time...) And personally, I do not think the fertility rate is irreparable (in the United States at least). Places like Japan or South Koreas fertility are cooked, they simply have too little land and resources to grow population any more, and will not import a billion immigrants like the US has. The US on the other hand is massive - and the ruling class could easily drum up baby making if they wanted to.

[@jackbigbug]

​​​Give a look to the real wages​@@jsedge2473and the effect that all this "imported" people have had on them

[@VilleHyytiainenInvesting]

I believe too much focus is on government debt or central bank owned debt but too little on total debt growth, including corporate, personal and municipalities. Would be interesting to see more statistics about that.

[@zeroeum5323]

They dont care about increasing debt if they already decided to never completely pay it. This is just a future generation problem.

[@GiovanniMarcantelli-b3u]

Very tough life for bearish people and all the ones following this way .. unfortunately stock markets are very often overvalued and the costs are huge waiting to invest because it's too expensive ...

[@willnitschke]

Stagflation is a reasonable base case for the long run, but nobody should rule out bouts of deflation in-between. If you're positioned for the one but didn't consider the possibility of the other, that's a great way to loose money.

[@sjoerdgeerling]

Hi Sven, Thanks for the educational video. According to prof. Steve Hanke we should focus on the M2 money supply for predicting inflation and he concludes that the US M2 growth is below the gordon growth rate so the expectation is that inflation will come down under the FED’s target number as it did all other times when M2 was contracted or show just modest growth. How does this fit into your content and reasoning? Trying to understand both sides:) Thanks for your reaction!

[@tsonez]

Good points, and thanks for the video. Makes me think. 3:38 however begs the question, who would want to flee this US boat if they depend on it? Great many depend on this from major governments to individuals. The incentive to flee must be very great.

[@bestillsounds1210]

Great video, could you do another S&P 500 high level review of each stock, I recall you doing this a couple of years ago but can’t find it? maybe you can add to a separate play list, thanks for considering

[@sivi9741]

U can buy bonds , just buy bonds at a lower price of the debt you owe . In other words by bonds at higher yields then what yield u pay on your own debts .

[@peterbedford2610]

What will be the mechanism to raise inflation? Lower interest rates while the ten year treasury is rising? A bigger government debt level? It seems like the Fed will need to start some kind of purchasing scheme

[@ATLJB86]

Trump wants lower rates. That means more lending from banks, which leads to more inflation. Let’s go!!

[@the_DOS]

It's funny that some people think inflation was due to Biden. If one was in the stock market, they would have known it was the companies that raised their profit margins and increased their prices due to demand and purchasing power. Now those same companies would rather layoff workers than lower their prices.

[@dilpickel22]

Hell ya Sven good to have you back pumping out the content! Grab his research platform y’all worth it! He will give you your money back if you don’t think it’s worth it no downside here only up ;)

[@Value-Investing]

thanks!

[@MargaretWhite-r5t]

Great analysis, thank you! Just a quick off-topic question: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?

[@davidedeltoro4117]

Sven, i wouldn't understimate the chance of the real alternative of inflation, which is a steep recession. I know there are no sign of that at the moment, but companies cannot withstand > 5% rates. The only reason why high rates did not have a tangible impact so far, is the big amounts of Covid loans at 1%. When they expire, the castle will fall hard...

[@pauls.3515]

how does a recession solve the US debt problem?

[@saneb5955]

If the government and FED allow a recession to hit they would have to default on the debt which would then cause a depression the likes of which the world has never seen. The Government pays back debt by lowering interest rates to stimulate economic growth and generate more tax revenue. If the government had to choose between a depression or more inflation, they will choose inflation every time. Inflation is how the government pays its debt. Also, 5.42% is the average historical FED rate. Rates are already dropping below the average. We will certainly see a slowdown in growth, but it will be hard to cause a steep recession unless they really try to.

[@billybillson9831]

I think anything can happen. If there is deflation, the government will need to up their spending to get us out of it which can cause inflation. The big issues, imo, is that these issues have been brewing for so long that I view there being a risk of "market instability" rather than a definite hyperinflationary or deflationary environment. The goal of money is to lubricate transactions so we don't need to bargin by trading goats for corn... it's a very ineffucient way of trading. But as a worst case scenario if you own businesses that are good enough to even thrive under that hypothetically (im saying this as a worst case stress test) then your business will likely withstand most unstable markets. But the difficulty is finding good businesses selling for good prices.

[@benjaminbritsch1749]

What do you think of Bayer - they are at a 20 year low. Yearly FCF per share of 5-7 € in the next few years and 15 of the last 22 law suits were won.

[@mwoxo]

I'm long BAYN since double the current price based on more or less the same fundamentals.

[@benjaminbritsch1749]

@mwoxo really I wouldn't buy above 25€... But I guess everybody has a different need regarding risk/reward

[@SMASHsmus]

Sven how can you not buy DBX? PE of 11 , sticky buisness, growth stock!

[@JackRehand]

Thank you for your videos.. . Crypto education is what the world needs the most right now. I don’t think that buy and hold is a valid investment strategy anymore. Not too diluted and to a degree, follow Sophia’s trading ideas and signal tips for your portfolio growth and aggressiveness. She is a woman who has not only taught me what the cryptocurrency trading world looks like but a secret to uplift my finance. Buying crypto and waiting for the price to shoot up is not the best way to invest in the market but buying and trading is. Sophia Haney’s trade signaIs does the heavy lifting, generating competitive returns for crypto traders and investors in the form of money and peace of mind. Time in the market vs. timing the market. If you keep that mentality as an investor, you will stay calm during the storm! Within some months I was making a lot more money and have continued on that same path...

[@JackRehand]

Can't share much here, I take guidance from ‘Sophia E Haney’ a renowned figure in her industry with over two decades of work experience. I'd suggest you research her further on the web.

[@JackRehand]

Use her name to quickly conduct an internet search.

[@JackRehand]

SHE’S MOSTLY ON TELEGRAMS APPS WITH HER NAME.

[@JackRehand]

Sophiahaney she’s verified

[@jeffbox1torres]

I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience…

[@raananh-w2j]

INFLATION IS EASILY and INSTANTLY ELIMINATED by a market crash.

[@Value-Investing]

could be, could be!

[@22raaf]

Inflation means - s&p tech & emerging markets.

[@jurgentock4735]

Also, why is Buffett full in bonds while bond owners will be the main culprit of a high inflation?

[@Ben-q4z]

Can you do a video about Danaos Corp? The company has lease contracts for their container ships which imply that the company will earn their market cap in the next three years. Very little net debt and Pabrai bought a small stake.

[@vasimpatel8454]

Inflation means no recession.. buy the stocks with pricing power

[@billybillson9831]

Inflation could mean recession. There is a possibility of stagflation or a forced recession to bring markets down. I think we are in a time where it is almost impossible to tell and the best hedges imo are: Commodity companies, companies with pricing power, and real estate. Contingent on a low enough valuation (minimum of 10% return but more inclined to go with 15% if you want a cushion) The biggest issue is the uncertainty. If we are in stagflation, how many assets will tank at current valuations? If we are in a pure depression, how many companies would have enough non discretionary demand to remain solvent? It's hard to tell. But I agree woth you on the pricing power part as long as we don't forget about the "valuation with a margin of safety" part

[@vasimpatel8454]

@@billybillson9831 I mean inflation and recession cannot co-exist.. inflation can lead to recession..

[@billybillson9831]

@@vasimpatel8454 1970s stagflation was basically a recession with inflation. Many economists at the time believed as well that inflation and recessions couldn't co exist. Look at Turkey and Vemezuela as well for what happens when the currency starts death spiraling. Market instability gets so bad that no economic progress is made

[@destroya3303]

@@vasimpatel8454 That is ignoring stagflation.

[@billybillson9831]

​@@vasimpatel8454stagflation in the 1970s, Turkey, and Aregntina are examples of inflation and very little real economic growth market

[@hawtwax]

It’s either inflation or default

[@enginz7624]

This estimation depends on normal moneys. Dollar is different. Dollar inflation decraese foreign debt and tranfer wealth from abroad to US. So inflation make america richer. And you exclude inflation from stock market valuation however last three years bring big inflation. When you put it in market valuation. There is a huge room to go up stock market.

[@yogathan1]

Strange I am the opposite all roads lead to deflation when speculation gets to this point in the cycle.

[@billybillson9831]

I think at this point I'd be open minded to anything. Deflation can occur, but also hyperinflation. Demand might die down due to the ecessive leverage, but also if demand dies down, the only organization that can deleverage the system is the FED... which may have to print tons of money. I think it's best for investors to buy good quality assets with pricing power and non discretionary demand with at least a 10% minimum return to hedge against almost all detrimental market conditions.

[@destroya3303]

There can be assets that crash in an otherwise inflationary environment.

[@GHIBaal]

Looooooong 🚀

[@azulsimmons1040]

They have to inflate out of it. They don't have a choice. Not sure what they do if they don't cut spending while inflating out of it. It will increase asset values, push everyone into stocks, and make fix income assets not so great.

[@PavolKosik-b3u]

Just one country in human history managed to grow out of debt. Its basically imposible. Inflation is inflating money supply. All money are borrowed to existence. Nobody ever got out of debt by having even more debt. US government will never grow out of debt. That would require fixing all government spending at today level and let private sector to take so much debt that it will outpace debt of US. Thats not going ever to happen as it would create big depression and big public unrest.

[@jonathankr]

3 years ago, sven said the rate of return would be flat. That nominal growth would be 2 to 4 percent. We would be sideways for a decade. What happened to that?

[@alexshad2476]

Market consensus is inflation? Than deflation is what we get. Long tlt?))

[@jackbigbug]

Top

[@Value-Investing]

anything happen!

[@nonexistent5030]

As we inflate the debt/gdp ratio down our politicians will just spend it right back up. It's not going to solve the problem, just sustain it.

[@SomeGuy-ws5zj]

Short term may be not. But long term I believe it will. Ralio say: First happen slow and then quick. Liquefying debt is the correct political exit. Inflation double bottom at 2 and USINTR at 0. And investors protect buying whatever have any value. SPX goes bananas 🍌.

[@PavolKosik-b3u]

Every compounding work that way. Slow at first and than boom.

[@arandmorgan]

Surely decreasing inflation and increasing tax is the way to go?

[@destroya3303]

No cuts to government spending?

[@brendansmith7842]

Isnt japan in a much worse situation though? Somehow investors there dont care about a much bigger deficit ane lower yields. I find that so confusing.

[@A_francis]

Given the potential debt crisis and market volatility, how can I protect my $600K stock portfolio from a downturn?

[@HarrisRyan-oy8eo]

From what I've read, it seems to be a mix of factors. High government debt, corporate debt, and even personal debt are contributing factors. It's like a perfect storm. You should contact an expert to help you allocate stocks in your portfolio

[@benitabussell5053]

I talk a lot about how important it is to have an advisor.This kept me afloat and increased my $450,000 portfolio by 48% in just 4 months.They have strategies that are tailored to your long-term goals and your desired financial situation.

[@BenTodd-fl8nv]

I could really use the expertise of this advsors

[@benitabussell5053]

Her name is ‘Marissa Lynn Babula’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

[@judynewsom1902]

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

[@jonathankr]

So, will bitcoin be actually valuable?

[@Value-Investing]

nope :-)

[@rocking1313]

Thanks Sven Q: If Inflation is a certainty, why doesn't Berkshire keep its cash balances in TIPS instead of T-bills?

[@billybillson9831]

I believe the TIPS can only be bought at a max of $10 million per auction and they can't be redeemed for 12 months from what I've read. Either way, when Berkshire has cash, people view it as "Berkshire has cash" but in reality it should be view as "Berkshire has an option contract on something going wrong" and the premium they pay on that option is inflation in excess of the interest they earn. This is a special type of "option contract" in that it is one of the few ways left at Berkshire's size to have an edge- having huge LIQUIDITY when other people don't. If some event occurs 1 week from now, 9 months from now, or 9 years from now, where markets freeze up and banks don't want to lend, Buffett wants the ability to become the only bank available. This gives him huge negotiating power. If he is the only person in the world with $300 billion in cash and can commit this cash in under 48 hours to organizations in need, he gets to set the terms of the deal. Long story short: probably because TIPS are not liquid enough compared to treasuries

[@fabien7123]

better liquidity with t-bills and simplicity, with TIPS you have to have faith in the CPI

[@Value-Investing]

there isn't enough TIPS, but also the rate is higher on Treasuries

[@Hedgeflexlfz]

Inflation will boost the stock market

[@hklhkl21]

In the long term yes

[@davidd6660]

Certain corners for sure

[@retrogott-g7s]

So why do iconic Investors, like Warren Buffett, hold so many Tbills?

[@nikr8645]

Is this good or bad for tlt

[@jacksonsouster5116]

Hey Sven, please tell me how this idea is stupid. But insofar as the national debt is owned by the government, it MIGHT be the case that this debt not lead to inflation. This is to say that, insofar as the federal reserve holds the debt on its balance sheet, the created money is not entering the economy. And, thus, it is not leading to inflation. I don't necessarily believe this, but something has to account for why the money printing hasn't already caused WAY more inflation, as one might expect. Think of it this way, why didn't quantitative easing post 2009 lead to inflation of 30% per year??? Well, the standard explanation, which I think is right, alleges that the huge amounts of printed money did not cause inflation because the created money did not enter the spendy portion of the economy. (The newly created money just went onto bank balance sheets as a line and never existed as money for someone to spend). Something similar is surely happening with the national debt. Yes, QE did probably distort the equities market, and the housing market eventually. And, yes, the present government deficit spending is going to cause real distortions in the economy (i.e., redistribute money from working class America to retirees and Raytheon executives). But, I'm not quite sure that runaway inflation would result in such a way that rent, milk healthcare premiums etc. (which is to say, real costs to the average consumer) would rise inordinately fast. Then of course, there is the international trade aspect. If one country, internally, starts building a massive debt and deficit, their currency will be seen as less desirable, would go down in value, and would ultimately lead to inflation on imported goods. However, if every country is running huge deficits... well, that maybe offsets this form of inflation to some degree. Also, it is worth noting that the cheaper the USD gets in relation to other currencies, the more desirable the USD becomes for international trade, thus limiting the extent of inflation to the USD. On the flip side, the stronger the USD gets, the more purchasing power the US has, thereby driving down inflation (in the US). Oddly enough, the USD is very strong right now. Anyway, please criticize me. Maybe the government debt could be a de facto bottomless pit out of which no inflation will arise.

[@Value-Investing]

the money is spend by the government, so it is entering the economy

[@ChengHao03]

What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.

[@BaozhaiDongmei]

There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist

[@JunlaiAiguo3c]

I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders

[@Friedrich-j3i]

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

[@JunlaiAiguo3c]

My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.. ..

[@Friedrich-j3i]

Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

[@drwillixs163]

Once you follow this trend of thought, everything you say about fundamental investment goes out of the window. The dinosaurs were once mighty creatures but an asteroid came and they became archeology….

[@theodoroseidler7072]

I'm taking the contrarian view here. I do have most of my cash in short term bond ETFs (SHV, TFLO), but I have a speculative position on TLT and IEF. My bet is that recession is already here, the FED will cut rates as fast as it hiked them and in the short term there is a good opportunity to be explored speculating on the curve. The Bond short position atm is HUGE. One of the highest in history. If rates do go down a short squeeze is imminent. Another wave of inflation is inevitable, so mid term I agree with you.

[@Fastcarsdriveslow]

I love you, man, but poor people don't make money in stocks.

[@MickeyMekhael]

so u think stock may be crash down alot ?

[@Value-Investing]

anything can happen!

[@daborahgermanstavolkmunte]

!I am at the beginning of my "investment journey", planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good recommendation on great performing stocks or Crypto will be appreciated.

[@OdessaYeva]

As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.

[@DivaHarrison]

I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market.

[@OdessaYeva]

I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $200k passively by just investing through an advisor, and I don't have to do much work. Inflation or no inflation, my finances remain secure. So I really don't blame people who panic.

[@DivaHarrison]

Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience..

[@daborahgermanstavolkmunte]

how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally.. What's your take on this approach? and How can i reach her, if you don't mind me asking??

[@jurgentock4735]

Is this not a reason why the ralley may continue? I mean high inflation means more profit leading to higher valuations. I know you believe sp500 may be too high as i believe as well; however with high inflation over the coming years the price may be legit.

[@cnmike1988]

Perm bear making people missing out on gains

[@billybillson9831]

I think he's still fully invested as a bear. The goal of this channel is to hedge against downside risks that other people aren't. "Be fearful when others are greedy and be greedy when others are fearful"

[@cnmike1988]

@lmfao yeah and keep missing out on gains

[@destroya3303]

@@cnmike1988 Enjoy the rollercoaster ride. Good luck getting off in time.

[@cnmike1988]

@ have u seen spy or qqq? Lmfao keep underperforming

[@מאור-י1ב]

How are bonds holders scrued?

[@billybillson9831]

By the faith in the stability and creditworthiness of the US government. As long as investors believe they will get an attractive return in USD by lending to the government, they will continue to do so... but who knows how investors will view things if the US needs to print money to service its debt 🤷‍♂️. Just own good assets at good valuations and you'll decrease your expose to tons of these risks. Good luck

[@Value-Investing]

returns are below real inflation!

[@MrParallelo]

What about TIPS? They are not skyrocketing yet...

[@Value-Investing]

those depends on reported inflation

[@jackgoldman1]

Too many people have become addicted to free IOUs on Wall Street. IOUs are not money. Gold is money. The IOU addiction, debt addiction, is a sad disease to watch as it destroys lives. Stay out of debt. Live below your means. Get a rich Uncle and inherit. Worked for me.

[@elrevesyelderecho]

4:06 mostly BRICS countries. The new Cold War II is a financial/debt war

[@josenunoteixeira7554]

If all roads lead to inflation, go off-road and take the Bitcoin route

[@Serge888]

War will be decision of all problems.

[@donkalzone6671]

There is another solution. Bitcoin as kind of rescue-boat. Everyone who likes to create conspiracy theories should try to make theories in favour of bitcoin as well as against it. I did it...and my theories in favour of bitcoin is better backed by what happened than my theories against it. Use as many facts as you can to back your theories. That I am currently in favour of BTC doesnt mean that my theory is right or that it will happen. Its more like a bet of which I think has a much better chance than 50/50 in favour for BTC.

[@hklhkl21]

How can it solve the debt issue?

[@donkalzone6671]

@@hklhkl21 look up how much BTCs are currently worth. Imagine for example the US would only invest 1% percent or less of its GDP in BTC... Also, look into the private market. Its a lot of money in those paper assets. You might call it a bubble. Think, where could all this hot air of the assetmarket go without causing significant problems in the assetmarket? If the US decides to hold BTC big time. Maybe up to 10% of its gdp. It could profit from being a firstmover. It also could pull many other coutries and financial institutions into betting on BTC just by announcing a new target for Investments in BTC. I am sure governments dont like to have no control over their fiatmoney. But much less like they other countries to have such control. And here comes Bitcoins big advantage. No government has real control over Bitcoin. Which makes it an asset in a world where governments increasingly fight eachother. This strategy might not "solve" the whole debt issue, but it could reduce it a lot if it turns out to be right. But it just a theory, a bet....maybe just wishfull thinking of mine. But look, try to make a case against BTC. Do you see any signs that governments try to make BTC illigal? No. They legalized more and more and made it more available for people. Maybe they will change their in some day. But there is currently no sign that they are going to close that bet.

[@USASMR-o2c]

And based on this, btc will continue to go up...😅

[@BarsonlineOrg2013]

Nobody knows that, because BTC is a piece of sh***, that is completely speculative demand driven junk., But everything Else will Go also Up, so property, stocks, TIPS are better choice.

[@hklhkl21]

Everything will, also stocks, gold and even bred. You do not need BTC…

[@USASMR-o2c]

@hklhkl21 tell that to the 10 USA states that are planning to create a btc stategic reserve... lol

[@hklhkl21]

@@USASMR-o2c what shall I tell?

[@matteotardivo7010]

all roads leds to another sven gloom video i see plus new govt us will cut expensive by 2trl (that's the idea), even if they can cut 1 trilion and cuts fed rate, its all gone

[@jackbigbug]

😂😂😂come no?

[@IlhanAhmed-c2e]

I checked the value quadrant and went for Nvidia. Down 3% for now :)

[@samyhanna1094]

You are totally wrong. High inflation means higher interest, which means extra debts. The only solution is to tax ultra rich people significantly.

[@johnsmith-dm2tq]

Omg the reversible speak is almost nonsensable. I'm not sure I understand, bonds are a loan, so going short bonds means buying bonds now at lower interest so you pay less per bond and when the interest rises you get stuck with a bond no one wants and you become your own banking crisis....nope that's not it. You buy a bond now at lower interest thinking interest rates are going higher and get stuck with a low pay back rate?...nope I hate not it.....o man I get confused., I need a 20 second clip saying " we think interest rates are going to drop".

[@n1chr0me6]

Going short bonds means you sell them now to buy&close the position at a lower price, so that means you expect interest rates to go Higher.

[@urkodehoyos4286]

Bimgo

[@viiccd]

If you are able to modulate your voice more and speak a little less robotically, it will improve things. Thanks

[@Value-Investing]

thanks for suggesting!

[@viiccd]

@@Value-Investing I watch a lot of your videos and your content is excellent. I'm a bit confused why you have a name that sounds Swedish but you aren't Scandinavian.

[@judynewsom1902]

Given the potential debt crisis and market volatility, how can I protect my $600K stock portfolio from a downturn?

[@A_francis]

From what I've read, it seems to be a mix of factors. High government debt, corporate debt, and even personal debt are contributing factors. It's like a perfect storm. You should contact an expert to help you allocate stocks in your portfolio

[@benitabussell5053]

Absolutely. Its better to be prepared. Having a diversified portfolio can protect us from other risks. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends. Highly recommend!

[@Debbie.Burton]

pls how can I reach this expert, I need someone to help me manage my portfolio

[@benitabussell5053]

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

[@benitabussell5053]

Marissa Lynn Babula is the advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.