Brace Yourself.

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Күн бұрын

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@bravosresearch Ай бұрын

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@jakubrpawlowski Ай бұрын

In the last 4 years, the dollar has lost far more than 20% of its purchasing power. I'm an almost 40-year-old engineer in Phoenix, Arizona, married with kids. Since 2021 my spending habits did not change one bit. I still live in the same modest house, and drive a 2012 Toyota. Despite a few job promotions and salary increases since 2021, everything else has skyrocketed: my home value went up 2.5x, but so did prices at McDonald's, grocery stores, my health insurance, HOA fees, phone and internet bills. Inflation has erased the benefits of hard work. A coworker told me he'd never afford his home if he bought it today. That hit hard. This Saturday, I went to Starbucks for the first time in months, and my usual venti chai and bacon gouda sandwich-once under $10-cost me $22.09 before tip. Who can afford this? What happened?

@samweirich5973 Ай бұрын

Everyday I'm seeing articles like "ABC Company just announced 1,500 layoffs with more possibly on the horizon".... Something bad is around the corner.

@robertshegil Ай бұрын

Govt is hiring a lot. Lot of people I know switched to govt or govt funded jobs in last 2 years.

@one2drei Ай бұрын

@@robertshegil have u sleeping under a rock for the last couple of weeks, what do u think is going to happen to gov job if trump runs the whitehouse?

@ren7sp25 Ай бұрын

Yes this is the missing ingredient for a crisis. It's daily now, but numbers are still kind of low.

@Czeslaw_cn4tv Ай бұрын

Unsustainable growth based on debt. Money is loosing so much value anyone who has any invests it. Companies use it for growth which isn't based on actual income, just someone coming along and buying it for more (Uber is a good example). I can't imagine this is sustainable but perhaps it is? Time will tell.

@LIBERTYTREE_CHANNEL Ай бұрын

@@robertshegilidk how much the govt will be hiring with the new DOGE

@PatamaGomutbutra Ай бұрын

Overpriced houses are manipulated by both investors and some realtors media. It will not end well.

@jimigoodmojo Ай бұрын

Your graphics person needs an inflation in their salary. It's really good and illustrative.

@OGshmo Ай бұрын

Me watching from Canada as our Monopoly money is worth a fraction of this.

@Dan16673 Ай бұрын

You guys are f7cked pretty good for a developed country

@nicoruppert4207 Ай бұрын

Also a major real estate bubble. This is looking like a rocky road for y'all.

@redcriket Ай бұрын

The problem is that companies constantly need to show growth for stock investors and the higher ups are constantly raising their own personal wealth so employee wealth % is lower now plus companies are raising prices and automating jobs to increase profits. In turn we have to keep printing money to keep up with population growth so the value of money keeps decreasing while the people who control it keep hoarding it.

@georgev4898 Ай бұрын

I really appreciate how this channel avoids mentioning the politics, wars and other global situations that cause these changes and strictly only comments on the economical consequences of these events

@tomtom-kv7pd Ай бұрын

so what is coming first ? Recession or high-inflation???

@KeanuReeves-c8r Ай бұрын

I still tend to believe that the 10yr minus 2yr yield curve and the unemployment rate chart are predicting a major economic downturn next year. The charts themselves predict recessions.

@Dan16673 Ай бұрын

100%

@sameroulis Ай бұрын

True! however recessions rarely happen when you expect them and i think everyone is expecting one to happen

@jonathantaylor6926 Ай бұрын

The long end going up everytime the FED cuts is an ominous sign. The bond market is starting to call BS.

@SomeUserNameBlahBlah Ай бұрын

People have been predicting a recession since 2022. No one can time these things, it will happen when it happens.

@PlagueGuy Ай бұрын

People used to think sickness was an act of God until we developed more in science, reason, and logic. Updated and accurate information gives us a lot more clarity to the coming realities that a lot of us are seeing.

@ChickenWZKing Ай бұрын

what loaf of bread are you buying for only $2? not even walmart brand is $2 anymore, and no one wants that stale crap

@jasr5014 Ай бұрын

Stagflation looks like the most likely path for the next 2-3 years before anything cracks. Not really seeing any earnings recessions at the minute

@ryaj2356 Ай бұрын

Cooling sale yes. Prices? Nope. Prices keep going up, interest rates keep going up, sales are happening often enough to keep prices there. Wages staying the same, less free money borrowed, housing marking is frozen as people are staying put for longer. There aren’t jobs paying better than their current job nor does it make sense to move to another for $5,000 a year raise but chew an interest rate triple what your current is.

@nishensemble Ай бұрын

I just stumbled upon this channel. I was an economics major and very close to doing an economics PhD in my past. You guys are incredible with your presentation.

@vosdraug4628 Ай бұрын

You're forgetting something, the dollar is only losing its purchasing powerIN THE USA. In the rest of the world its the most sought after currency.

@monikapuppylove7396 Ай бұрын

😂I haven't seen a loaf of bread for two dollars since before Covid hit... it's $5.50 to $8.50 a loaf here in California. Lately the market is stocking half loaves😢

@SocialismForAll Ай бұрын

10:00 Fracking is only "good news" from a purely short-term economic context. The environmental impact of fracking is devastating, polluting groundwater and raising risks of disease.

@wayneo7220 Ай бұрын

Take everything out of Core Inflation and that line will be REAL stable.

@jon34153 Ай бұрын

The graphics and charts are doing incredibly well. It makes the information come across so much better. Well done Bravos team!

@Everydayboy01 Ай бұрын

5:59 if shelter CPI is lagging then the line should be shown later and not to the left side

@AlistairWright-p7m Ай бұрын

We may as well be paid in chocolate coins. The good times are over. The middle class is over. It was nice while it lasted.

@rob136916 Ай бұрын

The price of gold may be going up but isn't worth if going down, that was a time in history when an ounce of gold was worth 1 year pay

@felipeneto4203 Ай бұрын

Don't simply retire from something; have something to retire to. Start saving, keep saving, and stick to investments.

@Rhummie1 Ай бұрын

You guys have been spot on for a long time. Great work, thank you and please keep helping us.

@salto1994 Ай бұрын

remember tariffs coming into effect and that 60% of oil for the US comes from Canada

@nealoglesby1059 Ай бұрын

The inflation in the 70s and 80s were caused by a US government default when we defaulted on our gold exchange rate. What is going to cause that now. We are in a global financial crisis. All Governments (overspent) and banks (unrealized loss on bond) are practically bankrupt. What breaks first? There is more debt than dollars to repay it. Dollars are rare when you consider debt. Inflation was caused by massive government stimulus in the middle of a supply shortage.

@xsonority Ай бұрын

I like your videos, good graphics, but the title's and thumbnails are very confusing. I completely understand why they are that way, but I would still appreciate, at least in the Description, of what the Video is actually about. Many thanks, take care!

@mmredfs361 Ай бұрын

Home prices only up 30% since 2020?? Haha rookie numbers you should come see australia.

@broken_casper Ай бұрын

Stocks are overvalued it gotta cool off

@KingAztec010 Ай бұрын

Can I ask where you get most of your economic information? What websites and how do you create charts out of it?

@titolovely8237 Ай бұрын

We’re in for a longterm inflationary period. It isn’t transitory. It’s here to stay and likely staying for decades. Tariffs and deglobalization are a huge factor here but it’s also being driven by an economy that’s addicted to cheap money. We’re going to need decades to deleverage from the stupendous amounts of debt we’ve accumulated. Population decline is also a driver, as workers become more scarce wages are forced to rise. This means prices will rise, especially if we deport millions of people. In short, the low interest high debt environment we’ve been living through for the last 15 years is over, and we’re in for a 20-39 year period of high interests and lowering debt levels

@ponpokofamily Ай бұрын

Eron is planning cutting gov expense which will impact gov employment as well as GDP. Gov employment is major player in labor market hence impact will be phenomenal.

@JeepLeader Ай бұрын

How do you find all these non-Nasdaq reports about the economy? What are some ways to view this? Can I import this into Google Finance?

@Bahamasailor54 Ай бұрын

All I heard is we are speculators. Speculating is gambling what you need to do is value invest. Invest based on the numbers not speculation.

@Dlord-100 Ай бұрын

And are the numbers saying anything different? Just asking

@bravosresearch Ай бұрын

The only true form of investing is value investing. Buy great businesses at cheap prices. The rest is speculation. Of course, there's many ways to make money through speculation. The key is in the management of risk.

@kingknight3579 Ай бұрын

Very informative and good graphical depiction. But I wonder if there is going to happen something in January that will suddenly make a lot of things far more expensive if it is imported into america...

@thomasbialzik3060 Ай бұрын

Raising taxes will both keep inflationary pressure down and help pay down national debt. Why are we giving huge tax breaks to top earners and corporations in our current situation? Don't answer. I know why. Greed.

@marijnstollenga1601 Ай бұрын

What do you use for animations?

@avernvrey7422 Ай бұрын

More importantly, the trajectory of core inflation tends to show where headline inflation is going.

@MikMoen Ай бұрын

I have a feeling I'm going to see the fall of the United States as a global power in my lifetime. The economy has a breaking point, eventually we're going to see too many layoffs, too high an inflation, too many homeless, and I sure as Hell don't know how to live without my Internet, easily accessible food, electricity etc.

@cirko4944 Ай бұрын

i could watch you all day brother

@carloespinosa5377 Ай бұрын

This is one of a kind information. So easy to follow.

@NoMoreVoxPops Ай бұрын

These are advanced signs of the collapse of an empire.

@growler5678 Ай бұрын

It would be useful if you guys did a video on you, i.e. who you are, professional experience, size of team etc etc.

@feedy303 Ай бұрын

Why would they do that? Let the content speak for itself

@olddog2706 Ай бұрын

Nice try you lil CIA. you ain’t slick

@vijaz5559 Ай бұрын

not useful at all. thats just your personal curioshitty

@xmuzel Ай бұрын

Thank God I'm not eating bread. Too poor for that

@benforrest8590 Ай бұрын

fantastic graphs and animations. well done

@Finanzen-y9m Ай бұрын

Extreme deflation is coming in 25/26. The global recession will lead to a liquidity crisis. The S&P 500, BTC, gold, silver, everything will crash massively. In the crisis, the central banks will then lower interest rates back to 0 and save banks. The extreme deflation will be followed by an even more extreme stagflation.

@Dan16673 Ай бұрын

Prolly

@fbdjwjflac Ай бұрын

What model Time Machine do you have? The BS3000?

@randysalerno6274 Ай бұрын

I'm hearing of market melt ups and inflation

@Dlord-100 Ай бұрын

@Dan16673 so what do you suggest doing with the money?

@SlimFatman Ай бұрын

Deflationary scenario is scary. Hyperinflation too, but deflationary worries me more.

@ryaj2356 Ай бұрын

The oil America pumps we can’t produce. We have no refinery capacity in America to refine our oil, we ship it out. Likewise we take oil from the Middle East to refine it. We can’t refine certain oils since it’s impossible to open a large refinery to make it cost effective.

@shilohtrowbridge6149 Ай бұрын

Bravos research is the modern day equivalent of when EF Hutton speaks people listen

@chavocanuck Ай бұрын

Inflation is only bad if you are on the wrong side of it. If you are the guy jacking your prices without commensurate cost increases, we call that pricing power. That's when inflation is nice. We need to be looking for those investments.

@MichaelEllisYT Ай бұрын

What people need to understand is that 2% inflation is NOT NORMAL. Any amount of inflation is not normal and is a sign of a failing monetary system.

@Curious-Mr.-Lee Ай бұрын

There is only 1 cause for Inflation: An increase in the currency supply. Who controls the currency supply?

@rickyal9810 Ай бұрын

You sir, are a nincompoop.

@JosephMasongsong-r7n Ай бұрын

TLDR: Brace yourself for nothing of significance. The dollar will continue to lose it's purchasing power at the normal rate.

@Halbgewachs Ай бұрын

Wage growth is a consequence of inflation, not the other way around.

@irsisgay Ай бұрын

Curious to see how Interest rates affect existing home sales. If the fed continues to drop rates and make money cheaper. You would think home sales would rise and with it bring CPI.

@charleswilson1500 Ай бұрын

It’s not going to help much. At most it will give people chance to refi. We are hitting a high water mark for income v home prices. I know in Nashville, lots of buyers are priced out of even the 3-5% loans.

@JKTaylor115 Ай бұрын

Since the Fed cut twice this fall, mortgage rates have risen significantly. The ‘market is always right’ axiom at play.

@nickcoul699 Ай бұрын

Thoughts on future inflation being caused by the government printing money to pay off national debt? Similar to how inflation was caused during Covid?

@DonSpeight Ай бұрын

Thanks Bravos another wonderful show.👍

@realforest Ай бұрын

6:04 Good things come to those that wait.

@desmomotodesmomoto2033 Ай бұрын

Not a major drop, unless something catastrophic happens. No 2007 episode in the picture at this point.

@realforest Ай бұрын

@@desmomotodesmomoto2033 that's what they want you to think.

@mehdikhosh8879 Ай бұрын

That is a great analysis, I appreciate it.

@yngvesognen1092 Ай бұрын

Jeff Snider agrees with you, it begins with hiring, not firings.

@tobiwan001 Ай бұрын

The US would need higher interest rates and lower fiscal spending. But it cannot afford higher interest rates because it has too much public and private debt. It also cannot reduce fiscal stimulus politically. Trump will raise tariffs, cut taxes and threaten Fed independence (or what’s left of it). This will drive up inflation. It might become the prelude to a massive crisis.

@JoopHbR Ай бұрын

The inflation in the 70's was driven twice by an oil crisis. Europe and North America were supporting Israel in the war of 1973 and after, which the OPEC-countries didn't like. The US has plenty of oil now and invests heavily in green alternatives, so oil won't be the problem in 2025. If you would have argued that life in the US would be more expensive because of all the tariffs that Trump is going to impose on the imports that the American public buys, yes then I would agree

@MarcAndredeLaRonde Ай бұрын

Excellent, as always.

@drewdavid9672 Ай бұрын

This guys voice sounds like Lars Ulrich

@after_midnight9592 Ай бұрын

Meaning everything physical and limited is staying the same and it's fiat currency value dwindling into obscurity.

@MarioCalzadaMusic Ай бұрын

One video on euros?

@b24vk Ай бұрын

I really enjoy your videos. Graphics, charts help a lot in understanding educational elements you provide us with. I learned a lot. Many thanks.

@yunghuztler1000 Ай бұрын

That pattern happened one fucking time acting like it'll occur again just because there's a chunk that's similar.

@ShahabMohammadBeyki Ай бұрын

I learned a lot, thanks!

@Calin8er Ай бұрын

Surprised no mention of tariffs. Very informative stuff though just started watching a couple of weeks ago.

@CoasterRanger Ай бұрын

This isn't a political channel 🙄

@rayzimmerman2242 Ай бұрын

Very good presentation'; pulls together a lot of data; narrator does good job of explaining the technical terms involved

@playmaker3324 Ай бұрын

So good. Well done Bravos as the quality of this video in all regards is top notch 🎉

@ElizabethMorgan-ld9yv Ай бұрын

AI stocks are set to dominate 2024. I prefer NVIDIA because they're well-positioned for long-term growth and support other AI companies. I know someone who made over 200% with NVIDIA. I'll also consider the other recommendations you made.

@elonmusknewsnetwork Ай бұрын

So your call is that real estate will stay depressed through 2025? As soon as interest rates come down housing prices will skyrocket again. I think CPI will also come back to haunt us second half of 2025 through Trump may be able to lessen problem.

@bradb2175 Ай бұрын

Sell tech, buy gold and oil and hold on tight.

@juancpt Ай бұрын

Are you professional risk managers who want to invest in the current stock market bubble? Anyway, disinflation won't create relief for consumers. The rate of increase is just slowing, but prices stay elevated. What is needed is a recession to create deflation. Still coming, just delayed. Furthermore, watch out for impact of Trump tariffs and their planned government cuts. The only reason umemployment looks great is because of the addition of government jobs during Biden period.

@shaunsprogress Ай бұрын

1970 to 1980 M2 was up 150%, 2014-2024 M2 up 82%. It's 54% of the 1970s gain. But I think we could see 40trillion easily by 2040, which would be the same.

@CheeKiatTeo Ай бұрын

Inflation WILL shoot up again, but, CPI will be manipulated to look low so that we can print more money. So, yes you are right but also the charts will be misleadingly wrong IMO

@nationsnumber1chump Ай бұрын

Yep I was quoted $450 for a 1/4 acre minimal leaf yard pickup. RIP wallet

@ILoveTinfoilHats Ай бұрын

Bro go pick them up yourself

@willaerley7140 Ай бұрын

$600 to power wash my house. Yikes! Not too long ago it was 275.

@rickyal9810 Ай бұрын

To both-are you going to pay it? Cause if you are instead of doing it yourself then welcome to the "Demand" side of supply and demand. The reason prices are high is because people keep paying them.

@mw01908 Ай бұрын

So why then are they cutting rates when inflation clearly is not going down. They should have raised rates - not cut! If the economy is that strong they do not need a rate cut! Idiotic FED

@kravvall4869 Ай бұрын

This all does not take not into account what happens if Trump gets into office and decides that the interest rate should be zero point something.

@jameslongwell5025 Ай бұрын

It’s really heartbreaking to see how inflation and recession impact low-income families. The cost of living keeps rising, and many struggle just to meet basic needs, let alone save or invest. It’s a reminder of the importance of finding ways to create financial opportunities. You've helped me a lot sir Ricky! Imagine i invested $50,000 and received $190,500 after 14 days

@superheroessavelives Ай бұрын

Did you make money when things crashed?

@2023gainer Ай бұрын

The EV Charging Up still in November. Nikola.. Rivian... Lucid and QS EV batteries and others up for the week. AI sector Dip-buying Growing. Nvidia.. Vocodia.. VHAI.. SoundHound and others. Thumbs Up video/ comments. Thanks

@Yuxiangrousimamaxiangguo Ай бұрын

you are literally a genius. All make sense to me

@martinmoeller1000 Ай бұрын

Unfortunately, Trump’s election throws all of these predictions off. His plans to impose tariffs and begin mass deportations, if implemented, will be wildly inflationary. Add to that the possibility that he will succeed in his desire to politicize the Fed, reducing its ability to make objective judgments about interest rates and the money supply, and you have a recipe for economic stagnation.

@mattleathen445 Ай бұрын

Tariffs gonna spike inflation hard.

@guru47pi Ай бұрын

This is a lot to do about nothing. Cpi has been 2.2-2.4% (down from 8-10% in 2021 after COVID) Core inflation is essentially back to normal; the real problem is housing and how people haven't caught up with crazy home prices. -'cool' home prices is wonderful news. A long steady price or decline would be awesome for most people. It would allow wages to catch up to housing costs

@LauraLlopBas Ай бұрын

Could it be the case that the US economy will experience DEFLATION at some point during 2025? Economist Steve Hanke says it will, he has said that there is a massive contraction in the money supply going on since a couple of years and hence the Us economy will experience deflation in 2025. What so you think about this?

@tuckerbugeater Ай бұрын

you're screewed! invest!

@thomasbialzik3060 Ай бұрын

The wildcard here is the proposed Trump trade war. We better brace ourselves.

@marcelorachevsky8944 Ай бұрын

Yes.

@broken_casper Ай бұрын

I stopped buying at highs I’m out lol

@clivemossmoon3611 Ай бұрын

Where's the analysis that factors in the next financial crisis? If you invest in the system you better have a crystal ball to tell you the day they will declare a bank holiday.

@terryhsiao1745 Ай бұрын

You are. What about when Donald Trump's tariff hit?. Wouldn't that lead to significantly elevated inflation

@rcarloz Ай бұрын

Thank your dear and beloved politicians from both parties and the FED for this mess. Sadly there are no signs of things changing any time soon. Inflation is coming down after the FED's epic mistake but Trump will make sure inflation goes up again, courtesy of his tariffs, deportations, and tax cutting.