Bond Market Warning: Interest Rates About To Surge | Peter Boockvar

[@GregWilliams-et3nj]

No doubt a 50 basis point rate cut is in order, inflation is a killer for the middle and lower class. Monetary policy decisions should prioritize economic stability for the working class, not cater to wall street’s big boys and politics.

[@jennykatie123]

My concern is where we will begin to see the effect of these cuts, is housing going to follow suit? I missed out on my dream home during the pandemic, I am now all eyes and ears for a further decline in mortgage rates.

[@simone_maya]

That will be in 2025, the mortgage market already anticipated this as early as May.

[@GregWilliams-et3nj]

Further decline? This is the reason I had wanted to refinance in the 1st quarter according to our budget but my spouse likes the space and the pool. If I go ahead with the plan, I will have over 200k to put in a HYSA as I had initially intended, seeing stocks are very volatile these days and the bond market (10Y) is pricing in the effect of rate cuts by ticking upwards, is it a good time for an average joe to get into the financial markets?

[@AnkurYo]

Consider consulting a financial advisor to protect your retirement savings from inflation. I personally saw my portfolio grow from $750,000 to $1.2 million in 3 years, saving $23,000 in taxes and earning $45,000 in dividends, despite 2.5% annual inflation. A financial advisor can help you rebalance your portfolio, optimize retirement income, and develop a tax-efficient strategy to safeguard your future.

[@GregWilliams-et3nj]

Who's your financial advisor? how do I get in touch ?

[@ColoGamerpro]

You spoil us Dave! I've digested a plethora of macroeconomic/markets oriented channels here on KZbin over the years and the only two that I can still stomach are you and Adam Taggart. You get the very best and spot on facts and ask thought provoking and unbiased questions that help listeners like myself better understand the complex forces driving our world today. More importantly, thank you for recommending Stephanie Janis Stiefel my investment portfolio with her has been quite sustaining

[@SehunEscobar]

Dave really is something special. Please think of supporting him (if you don't already, which maybe you do).

[@FradAnner]

I know this FA, Stephanie Janis Stiefel but only by her reputation at Goldman Sachs; even though she's now involved in managing portfolios and providing investmnt guidance to clients. I have been trying to get in contact since l watched her interview on WSJ last month

[@ColoGamerpro]

@@FradAnnerWell her name is 'STEPHANIE JANIS STIEFEL'. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

[@MosheerElly]

I went from no money to Invest with to busting my A** off on Uber eats for four months to raise about $20k to start trading with Stephanie Janis Stiefel. I am at $128k right now and LOVING that you have to bring this up here

[@JessieeAlmar]

Thanks to Dave. Following his recommendation, I started researching into Stephanie Janis Stiefel. Thankfully it was a little over a year ago now, I started an Investment with Stephanie’s Services and that allowed me to be on much MUCH more stable ground in the face of global financial upheaval. For what it's worth, it made a difference for me and my little family.

[@auboisdaline]

With the turbulence in the market, rising inflation, and recent bank collapses, it's tough to know where to invest safely. Rapid rate hikes might create opportunities in undervalued stocks, but I'm wondering if it's smarter to stay away for now. Also, with Bitcoin rising, is it a safer alternative in this climate?

[@muizdh]

I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.

[@gurb6901]

Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.

[@RebelMusic666]

Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.

[@gurb6901]

Her name is “Kenia Giordani Borges”, and her information is readily available.

[@RebelMusic666]

Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.

[@Benjamin-t9f5b]

Market highs can sometimes be followed by corrections, but predicting the timing and extent of it is challenging. I've heard some analysts talk about a 'massive' correction. It makes me wonder if it's time to adjust my $2M portfolios or maybe even consider some defensive investments.

[@АллаМаклак]

Consider diversifying your portfolio with a mix of stocks and stable assets. Seeking professional advice now could provide valuable insights and strategies to navigate market uncertainties and protect your investments.

[@CodieSanchez-d6x]

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

[@SiaukemLam]

I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advis0r? I'll be happy to use some help.

[@CodieSanchez-d6x]

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..

[@SiaukemLam]

Thank you for saving me hours of back and forth investigation into the markets. I simply copied and pasted her full name into my browser, and her website came up first in search results. She looks flawless.

[@Evelyn32423]

Market trends can shift rapidly, with indexes often transitioning from a bear market to a bull market precisely when news is most negative and investor sentiment is at its lowest . Keep investing regularly and you'll be blown away how much it can change in a few short years. Here's to $1 million and to FIRE!

[@Thomas43211]

Safest approach i feel to go about it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert

[@Theodore3241]

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

[@Annie56427]

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

[@Theodore3241]

Aileen Gertrude Tippy is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

[@Annie56427]

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

[@flair0626]

The idea of investing a significant sum of money may be both thrilling and intimidating. There is potential for considerable wealth increase with the correct strategy. How can one take advantage of compound interest and potentially grow your retirement savings to about $1M over time?

[@hkgenzou]

I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.

[@Linda-pr]

Having an lnvestment adviser is the best way to go about the market right now, especially for near retirees, I've been in touch with a coach for awhile now mostly cause I lack the depth knowledge and mental fortitude to deal with these recurring market conditions, I nettd over $220K so far, that made it clear there's more to the market that we avg joes don't know

[@cherry810803]

Hey, I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?

[@Linda-pr]

Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Eleanor Bonnici Deskin’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

[@cherry810803]

Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé

[@georgeacostaii6073]

He’s lying, Jerome Powell is expecting everyone to drink the Kool Aid.

[@bpb5541]

Powell? Powell is the only adult in the room. and while I am not a fan of the FED, in fact, I think they should be disbanded... I think the real people passing out the Kool Aid is not any of these clowns... its the rich that own our politicians. And folks have been drinking that Kool Aid in ever and ever great amounts and hell they have even started drinking new flavors. What you are talking about is the bond yields going up, not down after QE (a FED Cut). they aren't buying it. They are not going to let the rich (ed fatcto through our politicians) drive our dollar to zero without a fight. should those yields keep going higher, it might rip everyone's face off.

[@Aarrenrhonda3]

The looming recession and the Fed's rhetoric of raising interest rates have investors extremely concerned. I'm not sure what to do with my $600,000 portfolio yet. because we may not enter a recession, and even if the Fed is hawkish, interest rates may not be raised further.

[@derrickholfman2]

Everyone is uneasy due to the continuous wars in the Middle East. To get assistance with your portfolio, you ought to speak with an FA.

[@Dantursi1]

True, A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for license advisors and came across someone of due diligence, helped a lot to grow my reserve notwithstanding inflation, from $275k to approx. $850k so far

[@Olsontim21]

in times like these, it's crucial to be cautious and not rush into the market , Who is this your FA , my portfolio needs urgent attention , been a lot of loss.

[@Dantursi1]

Annette Christine Conte is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

[@Olsontim21]

@@Dantursi1 She appears to be a true authority in her profession with over two decades of experience. I looked her up on the internet and skimmed through her site, very professional. already sent her an inquiry hoping for a response soon.

[@Mark-ph5nh]

If I had listened to these guy on channel for the last two years, I would be homeless😢😢😢😢

[@roegoleg]

Mr. Boockvar has described the current economic situation perfectly. The wealthy are fine, the working class are not.

[@nathanmurphy1295]

That is not just the current economic situation. That is all economic situations

[@l.c.3150]

The wealthy became much richer after covid

[@scott7521]

Wow, there seems to be such a strange dichotomy between the inflation/deflation camps. I'm hearing so many mixed predictions.

[@bpb5541]

hahaha that is because they are both correct. We are about to go into a hyperinflationary depression. or more to the point... STAGFLATON like the world has never seen. So prices go up (inflation) while production goes down (deflation). they are both correct. This is why it looks so strange. This hasn't happened since the great inflation of 1968-1982. and lets me honest folks can't remember what they had for dinner last night. 😂 All the things that made that period happen are here, with the exception of an energy crisis. Should we get one of those ... all bets are off and I feel really bad for almost everyone. They are going to get their faces ripped off... all markets will crash... prices will be going up, folks will be losing their jobs, their houses, cars... etc. Let's pray I am wrong. I have a $50k bet on that I am not. Be careful, stack food and water. Be kind.

[@rubicon3416]

​@@bpb5541- True. How many even remember that 14 year period? Investors didn't get back to even until 1982. Then again, how few were even invested?

[@bpb5541]

@@rubicon3416 Great point. that makes it even scarier. Everyone is tied up to the stock market now (almost). pensions 401ks / IRAs ... if we carsh and burn.. all those folks are screwed. They have no idea what the hell a stop loss order is, or risk / money management is... in fact they are all in on not timing the market but time in the market. I mean think of someone who is 64 years old. Has 1 million in the 401k / IRA and loses more than half of that... with prices going up not down. They are going to half to work until the day they die. I think 401ks and IRA are actually part of the problem. Not everyone should be "required" to take risk to be able to retire. Pensions from companies should still be a thing. All this is terrifying especially with the amount of debt everyone is carrying and the valuations of everything also be sky high. Yet everyone is cheering on all time highs that the market hits, day after day, week after week. I think over 80 percent of finaical advisors lose their jobs, and 90% of all hedge funds go under. At least 3/4 of all banks.... etc. and not to be too doom and gloom, I think folks should STOP buying (going long) stocks and start stacking food and water and I have never wanted to be more wrong my entire life. Best of luck.

[@TexasRiverRat31254]

@@rubicon3416 I do, and I survived. Even thrived BUT! Back then we actually had well paying manufacturing until 82-84 started the off shoring trend. After that it was back in construction which is feast and famine but paid well before the cheap labor took a lot of the lesser skilled jobs there. They may bring some back but it won't ever pay well because you'll have to compete with cheaper labor.

[@bradw2k]

​@@bpb5541Close. Deflationary recession like 2008 is first (next year?), followed by massive printing press causing double-digit inflation spiral for years.

[@Wildboy789789]

The argument of gold vs bonds is simple... do you think the us defaults on its debt? Bonds are the clear winner if we get spending cuts... memes aside, the usa is not going to stop it's bond payments, it may cut entitlements... gold is also a bet against us corporate growth long term... bonds can grow with gdp, its just a matter of cheaper rates to spur growth... my bet is people will cut rates to -1% if it means preserving their gdp growth

[@Margarita33-r7v]

Thank you Lord Jesus for the gift of life and blessings to me and my family $14,120.47 weekly profit Our lord Jesus has lifted up my Life!!! 🙏🏽❤️❤️

[@Margarita33-r7v]

INVEST IN BITCOIN & STOCK 🔥

[@Margarita33-r7v]

This must be an investment with Mrs Geraldine Ann Philip

[@PhinazeeHann]

Wow! Kind of in shock you mentioned expert, Geraldine Ann Philips. What a coincidence!!

[@Charlotte334-s5m]

⠀ She helped me recover what I lost trying to trade myself

[@Charlotte334-s5m]

Geraldine Ann Philip understanding the market indicators is impressive. She knows exactly when to enter and exit trades for maximum profits. her siignals are top notch

[@enriquemoralcervantes5075]

I'm favored financially,, with Bitcoin ETFs approval, Thank you buddy.$34,000 weekly profit regardless of how bad it gets on the economy…

[@fashionlooveur76]

Same here, I believe the Bitcoin ETFs approval will be life changing opportunity for us, with my current portfolio of $108,000 from my investments with my personal financial advisor i totally agree with you

[@XinFrancis]

YES!!! That's exactly her name (Margaret Emily) so many people have recommended highly about her and am just starting with her, Kairangi from Brisbane Australia..🇦🇺

[@kiko-x5y]

people are ignorant of profitability in bitcoin investment and that has been the major issues limiting their investment

[@PenDevito]

She is my family' personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.🇺🇸

[@StephanieVanscoyk]

@@fashionlooveur76 This sounds so good and I would like to be a party to this, is there any way I can speak with her?

[@Steve0foru]

So basically all these guys are going to fight the Fed on the long bond. 😂😂.

[@aja05]

The stock market and economy at large over the last 15 years was a result of 8+ trillion dollars in FED Quantitative Easing. I find it highly and mathematically unlikely the FED will do that again. When QE was launched en masse back in 2008 inflation was not a problem. There was actually some minor deflation occurring at the time. If the FED were to restart QE again under current conditions, and drive real yields on bonds deeply negative once again, the FED will quickly find itself the exclusive buyer of all government bonds. The Federal deficit is around 2T a year but the Federal government is rolling over maturing debt meaning there are 7+ trillion dollars worth of UST sales per year. There is zero way the FED can print and buy 7 trillion dollars worth of government debt every year without causing double digit inflation.... ... I have managed to grow a nest egg of around 210k to a decent 732k in the space of a few months... I'm especially grateful to Sandy Barclay’s, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

[@aja05]

Sandy Barclays program is widely available online..

[@bowmansbump]

Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Sandy insights. It's akin to finding a diamond in a coal mine.

[@baucha52]

Due to the recent fall in the market, I don't think it's advisable selling, it would be more beneficial and yield more profit...

[@Codyjoestone]

Sandy goes deeper than just looking at surface-level trends. she explores technical, fundamental, and sentiment analysis, offering a comprehensive perspective on the market..

[@likeandshare7359]

Found her! googled her name, thank you.

[@DonaldMark-ne7se]

I see the rising interest rate as a very big problem, as more investors will definitely pull out more money from the Stock market. This might have worked when I was still invest-ing with a couple thousand dollars, but it is more difficult now to decide whether to pull out more than $365k from my port-folio. I know some inves-tors still make that despite the strong bear market. In wish I could pull that feat

[@JacquelinePerrira]

I think the whole thing about holding stocks for long term will always apply. So I think you should get a quality broker who is able to analyze and pick stocks that will do well in the long term, else you will be in a long bear ride.

[@kevinmarten]

You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a broker, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.

[@Jamessmith-12]

This sound interesting. I’m not really one to use pro analysts, but I guess it would not hurt to try one. My portfolio is in the red waters right now

[@kevinmarten]

Just wanted to say, ‘Carol Vivian Constable’, my CFA, is the real deal in his field. Dig deeper into her background; she's got years of experience and is a goldmine for anyone diving into the financial jungle!

[@Jamessmith-12]

I just Googled her name and her website came up right away. It looks interesting so far. I'm going to book a call with her and let you know how it goes.Thanks

[@bbot21]

Powell needs to learn that choosing the inappropriate vocabulary is called lying.

[@GoldTau-o6f]

Transitory 🤷‍♂️

[@paulcoenen7918]

@@bbot21 ☺️👍

[@SuperREJV]

War is an economic phenomenon. Buying gold for geopolitical reasons is the same as buying it for economic reasons. Your reason for buying gold is the same.

[@ritzenhauf]

Yeah half my colleagues out of work and the economy is raging

[@Timothy_Pitt]

Which sectors have they been working, please?

[@scott7521]

A lot of my colleagues too. TECH

[@SimpMcSimpy]

In my case as well. IT sector. Last year we dumped 30 people, month ago 80, and from I hear after New Year there will be one more even bigger wave. This is the first time my company is dumping so many engineers. First time in 12 years, which is how long I've been with the company. Most of our big costumers are canceling pending contracts and cutting down workforce as well. But yeah... strongest economy ever.

[@Ryan-wx1bi]

​@@SimpMcSimpyI'd chalk that up to most things moving to the cloud and they no longer need the support outside of basic service desk needs and networking (though it seems Cisco is moving to cloud management as well)

[@ritzenhauf]

@@Timothy_Pitt entertainment, tech. Layered, rolling recession?

[@KW-gs2gp]

Short term rise in bond yields. I’m staying long in bonds with the GFC 2.0 coming next year.

[@KW-gs2gp]

…this crash will rival 1929.

[@David-s6e4q]

This was the purposeful setup of the pandemic. Spend 13 trillion in 12 months. That’s 40% of every dollar put into circulation over the last 100 years in just 12 months. It’s definitely coming.

[@bpb5541]

I think both the long end and the short end go up not down. The sweet spot is going to be the 5 and 7 year.

[@KW-gs2gp]

@@Vin-pd7mh I’m 75 pct short term 25 pct a longer bond fund. IMO, we are going to crash hard in 2025 and by 2026 we may see NIRP.

[@optionfinder3663]

Businesses can't wait. Rate cuts need to happen so that the debt roll can be digested. Don't forget that it was the most aggressive rate hike in history. The economy has been strong because government spending counteracted this.

[@GoldTau-o6f]

Tariffs + rate cuts + tax cuts = inflation 🔥

[@JustinHatfield-pj8rf]

none of that causes inflation, according to Steve Hanke

[@Alfonsosilva6]

I just have to applaud your content man, well done. Long term investors know that the market and economy will recover eventually, and investors should be positioned for such a rebound. I gained $180k from bitcoin in 2021 before the market crash and now I'm buying again, adding more at a time. Having a good financial advisor like Veronica Hoy, it will add to your success in the crypto market.

[@Camillalambertilee2123]

I'm surprised that this name is being mentioned here, I stumbled upon one of Veronica Hoy clients testimonies on CNBC news last week...

[@ChristophAdino12w2]

Veronica Hoy strategy has normalised winning trades for me also and it's a huge milestone for me looking back to how it all started

[@hansonhughes684]

Really you people know Veronica Hoy? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading

[@HannahWhite-r]

As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.

[@ThomasGuirgio1]

The first time we had tried, we invested $1400 and after a week we received $5,230. That really helped us a lot to pay our bills.

[@eh7599]

great guest! great show!

[@justinchapman5876]

The stock market had priced in 6 rate cuts this year alone and still went up. They have another hundred priced in for next year?

[@gwendymolly5953]

I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

[@joynerberth7864]

Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert.

[@user-nt-k91]

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K.

[@CrystalJoy-32]

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.

[@user-nt-k91]

Amy Lea Kohlert is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

[@WilliamsJoy-t7q]

Thank you for the lead. I searched her site up and filled the form. I hope she gets back to me soon.

[@jacobfurnish7450]

There are so many financial advisor scammers on this channels comments its insane XD

[@bostonfrank6739]

He says oil is a good buy at $70. I heard other economists say oil is going much lower

[@quixomega]

And the fossil fuel pumpers like Doomberg say it's going to the moon.

[@nicholas6823]

He says at best the corporate tax rate will remain at 21%. Trump and others have said they want to drop it to 15%. Would have liked some mention of that in the discussion, as it seems relevant.

[@seymorefact4333]

✅✅NEED TRUMP NEGATIVE INTEREST RATES from his prior term! and ZERO ZERO TAXES ON INCOME, CAPITAL GAINS, SOCIAL SECURITY, TIPS, etc! this will jump start the ECONOMY with more hiring and buying! ✅✅

[@niceguy8305]

Stupid comment

[@nonexistent5030]

A forecast like this ignores the possibility of a collapse in risk sentiment as investors chase the bond market to a trough in yields closer to 2%, especially as inflationary concerns subside in a transitory fashion.

[@JM-gu3tx]

Nike on a piece of clothing. People are still wearing Nike clothing after the stain of forced labor revelations? Wow. Is it ignorance or apathy? Shocking.

[@andrewestbrook4473]

Vanity.

[@relaxgood5214]

I seldom hear conversation about possible political instability which can affect the markets.

[@DSD7733]

Strong economy 😂😂 yes for the top 1 percent

[@i_like_beer-o2f]

More like the top 20%

[@SuperREJV]

Stocks are doing well because purchasing power is fleeing from the dollars weakening purchasing power. Prices are still going up.

[@bdek68]

GDP would be negative of not for deficit and government spending! Complete joke.

[@devonsmith4764]

Contrarian here, bond rates will fall. Everybody and their dog is calling higher rates.

[@bpb5541]

Love it... lets have the conversation because maybe I am missing something. The FED cut ... twice. Bond yields are going up not down. The way I look at it is that the Bond market is very much staying this is a mistake and that inflation is still very much a problem (which I agree with inflation rate has slowed but it is still going up). Prices are so high that much of the middle class is being squeezed. The saving amount (and rate) went negative last month. Which means folks, if they are spending, are putting that on credit. How much longer can they do that... epecially when the 10 year yield which controls credit card rates and all other buisness, mortgages, car debt rates, is going up? That means that those consumers are going to hit a brick wall and have to completely stop spending on everything but essentials for living. No discretionary... no houses, no cars, no computers, or IPhones or any of that stuff. So the economy stalls. What the Govt has done for the last 40 years is to inject money (QE) in one form or another to restart the economy back up. But this time the debts are so high (for everyone) that the Govt can't take on more debt without the risk of default or driving the dollar's purchasing power to zero, or worse both. They are stuck. Now to add to all this Trump has promised Tarffis, Tax cuts (which only make the rich richer) and deportation ... all of these things are highly inflationary and will cause growth to slow. So STAGFLATION like the world has never seen. Everything I just said the bond market is sniffing out. This is why it is sending yields higher. It is going to make EVERYONE including the US Govt do austerity, whether they want too or not. Should this play out... dollar losing more purchasing power with growth slowing... the E in the P/E ration will need to be refigured. The math will need to be redone. And with stocks at all time highs ... and valuations at all time highs ... it will cause the stock market to crash. But not just that.. the bond market crashes too, because the risk of default is going up not down. Then boomers and investor sell their assets (2nd and 3rd homes, gold, BTC ... whatever) and we get the everything bubble popping. All markets crash. There would be no safe haven... except maybe commodities. Commodities are real everything else is fake. This is what I think happens and why it happens. Why do you think bond rates will fall? Do you think the FED and US Govt have room to put another 7.6 trillion dollars on the debt, like Trump has promised... or the 2.3 trillion that Harris promised if she had won? No one is talking austerity. NO ONE. I think we are at the end game fiat currency economic system. I also think if my dumb ass can figure this out.. that 400 phds at the FED and Powell know this too. They are terrified. They should be. All the our political leaders that are owned by the ruling elites are part of the problem.... all of them. Some are just worse than others. The next president will not be republican or democrat.. they will be independent because we will be in the midst of a really nasty recession or depression. And just supposing for a moment Trump does perform some miracle. That miracle is only stalling for time. The only thing that saves us is some MASSIVE breakthrough in energy. And when I mean massive I mean massive. Free or almost free. Which we probably have had for over 50 years anyway so they will just release it. Now we watch that 10 year yield and we wait. We also watch for an energy break through. I have $50k and a really nice stocked pantry that says I am correct. I would love to hear your view on this.

[@KungPowEnterFist]

@@bpb5541 The savings rate always goes down when individuals perceive that economic times are good/optimistic. Credit usage always goes up when individuals perceive that economic times are good/optimistic. The red flag is when savings rate starts going flat/up and credit usage starts going flat/down. That only happens in and after recessions. How much longer can savings rate go down and credit usage go up? These episodes typically last 6-8 years and we are in year 3, so if history is a good indicator then it could be a while longer. What makes you think the middle class is being squeezed? The data says that is false, and the data is the data. They are no more lying now than they were lying before, so I would caution you to not go down that rabbit hole. On a more personal, anecdotal level, I see no one struggling out in the real world. Malls are packed, $2000/seat Taylor Swift concerts are selling out, cruises sold out, Disney World packed, line around the corner at restaurants, traffic all day worse than ever, and on and on. Literally everything I can observe in the real world tells me we are still very much in boom times. I think this will continue until the bond market says no mas, and we are far away from that right now. It's probably going to take a doubling of current interest rates across the curve to end this party, and even then I am not so sure that really, truly do it.

[@cdot_808]

He did not just say NuhVidEeeUhh right? Don’t cap on me. 🚫🧢

[@ballaratevil6048]

Hi from Australia and Thank God President Trump is back.

[@Timothy_Pitt]

Aussie pal tells me already becoming a Venezuela, if not already Is he right?

[@bpb5541]

I think the whole world is getting ready to experience a massive STAGLATIONARY event and you might want to hold of on that congrats that Trump is back. I think he makes it come faster and be much worse. And while it is going to be bad for America it is going to devistating for the rest of the world. Be safe, be kind. Stack food and water the more the better.

[@ScottRuark-q8x]

What happens when the 10 year trades up to 5% or higher. I’m no expert but the folks controlling the printing press will force the fed funds rate down and engage in yield curve control-the treasury bond market is effectively nationalized at this point-if they let it trade on the free market it goes up and we go broke that much faster. 5% is the highest they will let it go

[@ClearGlassStudios281]

Governments will do whatever at citizens expense. And in the famous words of Connor McGregor.."shut eyyy mouths" "youll do nothing.

[@MrMatisse22]

Enormously useful, a seasoned and rationale take on the status quo.

[@bpb5541]

Got to get the ruling elite out of politics if we want to survive.

[@BenMaclung]

The FED knows they aren't committed to attacking inflation. They are going to continue to inflate, stocks and commodities will continue to go up with everything else. You can't just sit on cash waiting for a crash, get your money working for you, start buying in slowly and then gradually increase the pace of buying as the prices continue to drop.

[@LindamartIin]

IMO all you can do is make sure you're prepared and plan accordingly. Making similar higher passive income as inflation goes higher I graduated into a recession (2009). So I can say i felt the impact of the inflation first hand

[@alex-Yolan]

I've been in touch with a financial analyst ever since I started my business. 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.

[@FrankCoric]

How did you achieve it? I been trying to stick with index funds. I feel this new interest rates hikes could crash this economy. I'm looking out for a better investing strategy, I have a lump sum that inflation is steady eating up.

[@alex-Yolan]

My CFA ‘Grace Adams Cook’ , 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.

[@FrankCoric]

Thank you for this amazing tip. I just looked the name up and wrote her.

[@siripornatsawathanaphaisan789]

Thanks for your depth knowledge ❤😊

[@JM-gu3tx]

What is it with Americans that people can't grasp subject-verb agreement?

[@cryptoricardo]

''At the end of the day Tesla needs to sell more cars''. How to tell the world you are clueless about what Tesla does.

[@KungPowEnterFist]

You are right. What Tesla needs is more government bailouts of the EV and solar/storage industry.

[@tygorton]

I think the tariffs are a negotiation tactic. You can't negotiate with an adversary if you have no leverage. Will there be some tariffs implemented? Yes, that is likely. Will they be anywhere near as extreme as Trump has suggested? Highly unlikely, because the tariffs aren't the goal, they are the leverage.

[@actualfacts1055]

Ukraine spending has ended.

[@SimpMcSimpy]

Actually it's not. It's still ongoing as we speak. But don't think Trump won't support Israel. You will still see billions going to some of those countries.

[@GoldTau-o6f]

Just in time for the China and Israel spending to kick in

[@TimMendez-w9o]

Hello I wish to start investing but I don't know where to begin, any advice or contact for help?

[@WalterWillis-b5z]

It is wise to seek professional guidance when building a strong financial portfolio due to its complexity

[@Mark-t6t]

Talking to expert like Christine Peters to reshape your portfolio is a very smart move

[@MichaelSpencer-b4k]

Certainly! I diversified my $35,000 portfolio across different markets.

[@MichaelSpencer-b4k]

I made a net profit of around $117k by investing in high dividend yield stocks, ETFs, and equity.

[@Richard-t5h8s]

The reality is that you can't do it without a tried and true person like Christine.

[@smokehouse420-x9k]

Why would anyone let any state in the US borrow $ they aren't going to pay back

[@InfinityIsland2203]

They do pay bond interest. With printed money

[@smokehouse420-x9k]

@InfinityIsland2203 this country is still paying its WW2 debts

[@quixomega]

I've see good arguments either way on inflation, but if Mr. Boockvar is right here, the conventional wisdom on bonds is very wrong and going to be a major problem.

[@akzoc]

I got the impression that Powell thought that Yields on the long end of the curve would go back down, and that higher yields at the long end were temporary. However, it was notable that he would not even hardly respond to questions about steepening on the long end. I’m laddered out to about 7 years, except for some that are perpetual. Yields up to about 5% on the 10 year would not worry me too much. Maybe it would be a good thing because I could replace bonds at high yields as they matured. Am I thinking about this correctly ?

[@voucher2010]

Tesla just sells cars? 😂

[@Nightlife1969]

Super great info bto❤❤❤❤❤❤

[@Resmith18SR]

Powell should rename this "strong" economy The Trickle Up Economy. Wealth is trickling up to the wealthiest 15% in this New Gilded Age.😮

[@montyburnz]

Tech Robber Barons.

[@cvrart]

Trust me.... it's not trickling. It's gushing.

[@GoldTau-o6f]

Welcome to your oligarchy

[@JM-gu3tx]

The problem with this channel is that people don't explain things so that lay people can understand them.

[@juneack5848]

I like your channel. Thank you for all you do!

[@jdizzle6324]

Did gdp exceed inflation? Nope. GDP adjusted for inflation is down.

[@ericloh4871]

Peter is my man. He is the few who objectively calls out the Asia potential , driven by population growth, rising income and the desire to have a better life

[@BenardGibson]

Thanks for continuing updates I'd rather trade the stock market as it's more profitable. I make an average of $34,500 per week even though I barely trade myself.

[@AustinJohn-y2j]

Do you invest with a professional broker??I'd appreciate it if you show me how to go about it.

[@BenardGibson]

It's Elizabeth Regina Nelsen doing she's changed my life. A BROKER- like her is what you need.

[@JamesAnorld-l6k]

YES!!! that's exactly her name (Mrs Elizabeth Regina Nelsen) so many people have recommended highly about her and I'm just starting with her from Brisbane Australia🇦🇺

[@JessWilliam-e3v]

Wow! Kind of in shock you mentioned expert, Elizabeth Regina Nelsen. What a coincidence!!

[@Softtan-v9q]

No doubt she's very good, I started with 5k and cashed out 40k after 1 weeks. I still wonder how she got her analysis.

[@actualfacts1055]

All that I am seeing is layoffs.

[@bpb5541]

Prices are about to go even higher.... so staglfation.

[@Ryan-wx1bi]

Mass Layoffs usually happen at the bottom of market corrections.

[@GoldTau-o6f]

🤫

[@bostonfrank6739]

JP says the economy is strong. GDP Q2 3.1%, Q3 2.8%, Atlanta Fed Now says Q4 2.5%. It looks like the GDP is declining

[@bpb5541]

How do you feel? Better or worse? Is your money going father or less? Next we get tariffs, tax cuts (that make the rich richer) deportation (inflationary) and all of this is going to slow production and make prices go even higher. Also know as STAGFLATION. This happens regardless of who won. But one of the candidates makes it come much faster and be much worse. And America has voted.... don't threaten me with a good time. Let's go. 😂

[@boombustinvest]

We are only just in the early adopters stage on AI. AI is the worst case of tech herd psychology in history. Much worse than the DotCom bubble, in terms of its nature rather than financial fundamentals... because it is insidious. People think that because the tech herd are still buying chips from NVidia that that proves the profitability of the AI use case... but it doesn't. So we get some productivity gains and can generate a bunch of images and videos... so what? The ROI on trillions $ in AI is not going to materialise... Its an AI bubble for sure. there has never been a bubble in financial history that hasn't popped...

[@jasontysoe138]

Great show.

[@majesticf0x130]

Could Elon and Ron Paul nerf or dismantle the Fed? What would happen?

[@hkraytai]

The Fed exists to stabilize the US economy basically runs the nuts and bolts like interest rates. Who will do that if not the Fed?

[@frederickmuhlbauer9477]

Something more deadly and nefarious than 911 I’d think

[@akzoc]

Is 10 year Treasury at 5% necessarily a problem? I’m asking for a friend.

[@Timothy_Pitt]

Yes High cost for government to pay the interest

[@hubblebublumbubwub5215]

It would bring interest payments to 2 trillion in a few years

[@bpb5541]

Yes its a problem. The FED does not control anything. They just follow the 2 year yield on a lag. It is going up not down even after 2 cuts. The 10 year yield is surging. Should it go up past 5% and keep on going the cost to refi and the interest on all this massive debt gets even worse. That causes growth to slow. The bond market is tell us that infaltion is still very much a problem. So we get the worst of both worlds... inflation is high, while growth is slowing. Stagflation like the world has never seen. It could get intersting very quick.

[@DTrent-uy1wl]

Jerome! You’re fired!!

[@accqpqp2339]

21:00

[@losthighway4840]

What dumb analysis. “Poor people aren’t spending. It’s a 2 lane highway”

[@saedal-tamimi6053]

Everything on this channel is 100% accurate

[@accqpqp2339]

8:00

[@Slide61]

Can't throw predictions out for the long end of the curve without factoring in the potential for QE.

[@akzoc]

Sure. Yield curve control.

[@bpb5541]

Of course we can...the FED cut ... that is supposed to bring yields down. They are going up... which means QE is no longer working.. in fact the bond market is tell us that they think inflation is still very much an issue and with tarrifs, more tax cuts (that make the rich richer and the middle and poor class poorer), and deportation... all highly inflationary, the GOVT can do whatever they want... in this case inject trillions, cut rates whatever and that is just going to send the yields even higher. The bond market is not going to let the govt drive the dollars purchasing power to zero without a fight. The bond market controls everyting. Even the short end. The FED just follows the 2 year on a lag (which is why they are always late) the 2 year is going up too. Now if you think yield control happens.. meaning you think that the FED just comes in an buys all that debt up (montizies it... paying a credit card off with another credit card) at these crazy high debt levels that is just going to make the yields go even higher and the purchasing power of the dollar go even lower. The govt has really only one option and that is to require everyone to hold say 40% bonds in portfolios and make those bond yields tax free. But all that does is kick the can down the road one more time. After that they are out of options. Better that Powell just reverses and starts raising the FED funds rate again. But he can't the debts are too high... the interest payments are killing us. It is a no win situtation. We are screwed. Powell knows this. Anyone who thinks otherwise is living in la la land and they are at great risk. Should this play out like i think it does. We are going to have one of the most epic bond and stock market crashes in all of history. It might be so bad it causes a complete collapse of the entire system. And then the govt steals all the assets of the america people (including gold... just like FDR did during the new deal) and rolls out the CBDC... which will be ultimate control. That is what I think is coming and it is terrifying to think about. If you are rich you have options. Are you rich? If you are not ... at least stack food and water. The more the better. If I am wrong... no big deal, you will have a nicely stocked pantry. If I am correct you can thank me later. ❤

[@PeterGodek2]

Ai is real. Spending will rise. Oil and rates down. China down. Already in Deflation

[@thehungergames8918]

China 💶💵💳💰

[@cvrart]

30-year fixed mortgage rates track most closely to the 30-year treasury yield, which makes sense because lenders wouldn't take on the risk of lending to a home buyer at a rate that is lower than what they could get from a similar duration risk-free US treasury. So, these mortgage rates are basically the 30-year treasury yield plus a modest risk premium Thus, if long duration treasury yields remain high, mortgage rates will also remain high, even as the Fed cuts the overnight rate, and many home buyers who bought in around the pivot in the hopes that they could refinance at lower rates may find themselves in a bit of a pickle. Eventually, the sustained higher mortgage rates will initiate a recalibration of home prices.

[@andrewsisson476]

Recalibration of rates because we are a debt based society

[@Timothy_Pitt]

What level of fall are we to expect, in US residential?

[@aleaiactaest8354]

Mickey Mouse for President!?😂

[@paulcoenen7918]

Don't see any Trump Trades???? How about the fact that he will be advancing Bitcoin by 10 years minimum? 😊

[@Raniyanhunter]

I just turned 44 and awfully late to investing with barely any portfolio except my 401k, I have a decent amount of cash saved up and with inflation currently soaring AGAIN, I’m getting worried about retirement, my intention is to retire at 55. How best do I maximize my savings of over $170k

[@garnold-l5p]

Retirement is now more difficult than it was in the past. it's all about balancing your risk tolerance with your long-term goals. Maybe consider speaking to an advisor to help in diversifying your portfolio to spread out the risk.

[@Mlanderos-t9e]

Many people often underestimate the effectiveness of a financial adviser in planning for retirement. Over the past 5 years, my FA has consistently restructured and diversified my portfolio and expenses, resulting in over $1 million in gains. While it might not seem like a huge amount, retirement now feels within reach.

[@Anessa-gibson]

Hello, I'm interested in trying this out. Who is your FA, I'm gasping for breath. Have been doing things myself but it's clearly not working

[@Mlanderos-t9e]

Judith Lynn Staufer a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.

[@Anessa-gibson]

Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!

[@bostonfrank6739]

How does Trump being President benefit TSLA?

[@bpb5541]

It doesn't. Just like tariffs, tax cuts, and deportations (all highly inflationary) doesn't but hey American have voted. And regardless of who one America (and the world) is in serious trouble. Trump just makes the "come to Jesus" moment come faster and be much worse. Keep an eye on the 10 year yield. It just might rip everyone's face off, like it did during the great infaltion of 1968-1982. Be careful, stack food and water, the more the better. Be kind.

[@m.k.k.4931]

QNT HBAR ALGO AVAX FILECOIN ARKHAM COQ

[@garyglazer8923]

Need Professor Henke to work with Elon and lets gets with the program and get things fixed!

[@michaelholmes8848]

Elon doesn’t need henke

[@bpb5541]

Both of those guys while smart don't know how to fix the problems. The problems stem from the ruleing elite class that own everything including our polotics. Let's get real you can't have someone who is part of the problem be on the team that is trying to fix it. If anything they make things worse. 😂

[@michaelholmes8848]

@ you really think Elon doesn’t know how to fix the problems?

[@bpb5541]

@ That is not what I said. What I said is govt problems are beyond his realm of expertise. For example say there is John... he is the best mechanic in the world. He can fix anything. Would you let him do open heart surgery on you if you needed it? Of course not. There are different types of genius and there is different types of experience. What I am saying is Elon knows nothing about Govt nor does he have any experience in govt. And I, working for the Govt for over 30 years and knowing how complex it is... if he goes in there and tries to do anything he is going to make things worse much worse. Just like the mechanic who can fix anything would kill you if he operated on your heart. That is what I am saying. I am not saying he is not smart. He might be one of the smartest people alive. He is not smart in regards to govt PERIOD. Thoughts?

[@michaelholmes8848]

@ Elon is well known for his ability to get companies FIT, so much so that major companies around the world have followed his model. Governments in terms of spending operate similarly to large companies. Elon more than any other person on the planet is perfectly suited to help solve this problem.

[@rd9102]

Trump or Harris it doesn't matter. Debt and deficit are going up and the value of the Dollar is going down. Act accordingly.

[@bpb5541]

Mostly agree ... Trump just makes it come much faster and be much worse. Stagflation is coming like the world has never seen.

[@BusyMan-er5gs]

It matters a lot, Democrats and Harris is a guaranteed fail for America - Trump has inherited a dog from Biden but Trump is the hope that American can be turned around.

[@bostonfrank6739]

I disagree with him that the yield on the 10 year is going higher. I think the economy is going into recession & the fed will keep cutting the FFR. Bond yields track the FFR

[@TheRealSanchez]

The trend is down on yields. With 7 trillion still in money market funds, a big chunk of that money will seek yields and safety as the fed cuts. 10:17 look, lower high, lower low...

[@bpb5541]

Please pull up a weekly chart of the the 10 year. The yield is going up not down. We broke out of a 40 year downtrend on the yield. And now its going up, which means money is no longer free. Should it keep going peole are about to get their faces ripped off. Be careful. Stack food and water, the more the better. Be kind.

[@paulcoenen7918]

At the end of the day Tesla is NOT! a car company? This Dude is blind.

[@mikesci91]

It's not. It's worth more than the biggest car manufacturers combined. Tesla is an information technology company and is priced like one.

[@bpb5541]

What is it then?

[@paulcoenen7918]

@bpb5541 It's an AI company and much much more. Tesla Robotaxi. Tesla Semi. Tesla battery packs. (Energy Storage) Tesla Optimas. Etc. Ect. Anyone of these business will dwarf the car portion of the business. Peeps are not bidding up Tesla shares because they sell a few cars even tho they are about the only EV manufacturer that can make a profit doing it.

[@bpb5541]

@ Thanks, i think in order for TSLA to be viable going forward we need a battery breakthrough. i think robo taxi is probably at least 15 years out. I think TSLA battery storage for green energy is not yet cost effective enough ... needs to be less than $100 kWHrs. and while I love the concept.. lets be honest America gets over 60% of its energy from carbon fuels... mostly Natural Gas. Now the more Ai we bring on line... I think we will need at least a doubling of electrical gereration Nat Gas is looking very cheap. Add EVs to the mix and a whole lot more Green Energy (wind, solar .. whatever) we are going to need storage. Lots of storage. With EVS and Ai we will need at least 4 times what we provide in energy right now. I don't think anything but carbon fuels gets us there.... Of course there are massive ramifications for this in regards to the environment. TLSA if it can make it through the massive recession or depression (stock price is probably worth around $50 a share) that is coming for all of us, and you can hold it for 20 to 25 years... probably a real good bet. short term not so much. I think Nat Gas, electric generation, electric distribution, and utilities is the play for the next 10 to 15 years. IMHO all of those things are going to surge. as much as we would like to think, Green energy, EVs, battery tech is not where it needs to be. what is going to fill the gap until we get there... all the stuff that I said. and just like everyone was 15 years early to the dot com (tech boom) I think Ai and EVs are in exactly the same spot. It is in a bubble that will get slaughtered and then the few companies that make it out (think AMZN in the dot com bubble) those wil become the next "false idols" that everyone worships.... The next high flyers that trade for over 1000 a share. This could be TSLA for sure. I just think it goes through a lot of pain before it gets there. Just like AMZN did. To put a number on it... I think TSLA goes below $50 before it to above $1000. So the real question is how old are you. 20s or 30s. good for sure. 50s or older maybe not so good. Mabyethere is a better, safer play? Like energy, distribution, and utilities. Thoughts?

[@mikesci91]

@@bpb5541 lol I ain't reading all that 🤣 wtf man

[@hart-coded]

how can jerome lie with such a straight face???

[@mechannel7046]

3:50 two lane econ now

[@protoplast.youtube]

thats the great WALL OF WORRY 🙃

[@zazafiaa]

Great discussion n couldn't agree more with his thoughts on all points discussed .. only addition is growth n demand of Nvda n other associated companies is India coming into the mktt as a buyer

[@Raymondcraw1967RaymondCrawley]

With the turbulence in the market, rising inflation, and recent bank collapses, it's tough to know where to invest safely. Rapid rate hikes might create opportunities in undervalued stocks, but I'm wondering if it's smarter to stay away for now. Also, with Bitcoin rising, is it a safer alternative in this climate?

[@FaithAndrada-xo9ou]

I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.

[@BrewerVera]

Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.

[@fredrickmcgraw9491]

Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.

[@BrewerVera]

Amy Desiree Irish is who I work with. Have worked with her for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

[@fredrickmcgraw9491]

Wow!! her track record looks really good from what I found online.i just filled the form and scheduled for a call. Thanks to you.