'Deadline' To Cut Rates Is September; Businesses Won't Survive Much Longer | Ophir Gottlieb

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David Lin

David Lin

Күн бұрын

Пікірлер: 369
@TheDavidLinReport
@TheDavidLinReport Ай бұрын
How much longer can the economy withstand higher rates for longer? Comment below and don't forget to subscribe! Sign up for an IRA with iTrust today using this link: itrust.capital/David Subscribe to my upcoming newsletter, launching this month: davidlinreport.substack.com/ FOLLOW OPHIR GOTTLIEB: CML Pro: pro.cmlviz.com/login/ Twitter (@OphirGottlieb): x.com/home?lang=en
@______638
@______638 Ай бұрын
@@TheDavidLinReport the market is soaring during this current time of "high rates."
@AllGoldEverything7
@AllGoldEverything7 Ай бұрын
We’re already in recession dude
@revo1974
@revo1974 Ай бұрын
Markets going to rally one more time before big crash im thinking.
@5600hp
@5600hp Ай бұрын
Too many people and gurus are bearish the market, don’t think we’ll see big crashes.
@frankyhonnolus5528
@frankyhonnolus5528 Ай бұрын
@@revo1974with no reason to back up
@frankyhonnolus5528
@frankyhonnolus5528 Ай бұрын
@@5600hpthat’s because those too many gurus are the only gurus you listen to. Overall not many people are bearish.
@bobbobertson7568
@bobbobertson7568 Ай бұрын
Need two quarters of negative GDP. Maybe after the fact we will learn this, but as of now answer is no.
@BillAdamson-bp9ff
@BillAdamson-bp9ff Ай бұрын
I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated.
@AndrianWiener
@AndrianWiener Ай бұрын
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert
@Erinmills98
@Erinmills98 Ай бұрын
I have greatly grown more than 45% this year already, though my FA has advised we diversify going forward. But safe to say a growing market does not always mean that the economy is smooth-sailing, but yeah, we can as well enjoy while it lasts.
@aigajenkinson2495
@aigajenkinson2495 Ай бұрын
Please, who is the advisor that assists you with your investments?
@Erinmills98
@Erinmills98 Ай бұрын
I work with " KRISTIN AMY ROSE" as my fiduciary advisor. Simply look up the name. You would discover the information you needed to schedule an appointment.
@Erinmills98
@Erinmills98 Ай бұрын
Kristin Amy Rose is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
@owthattickles8738
@owthattickles8738 Ай бұрын
Imagine thinking the fed can save this…..
@cjb8993
@cjb8993 Ай бұрын
Exactly! The fed has been responsible for not some, but every single recession since 1913. Why in the world would anyone mature, intellectually honest adult believe these charlatans could orchestrate a "soft landing" let alone a landing period in this environment? It could be laughable if not so freaking dangerous. The short answer is this doesn't end well. And the Pavlovian response will be the same, more cow bell, until they can't come up with anymore cow bell. Buckle up!
@Acemanveryspecial
@Acemanveryspecial Ай бұрын
This guy is either delusional or a liar. Fucking wild that he thinks things will be fine with the debt situation.
@cc-RUtt45
@cc-RUtt45 Ай бұрын
After investing from my salary of 350k for 4 years, I've only made about 8% total, or 2% per year, which my friends say is very low. My employer 401k of $220K returns about 4%. What would you advice to do with my portfolio for improved returns?
@ChrisTison224
@ChrisTison224 Ай бұрын
I don.t really know your risk tolerance or asset allocation, sounds like just bad stock picking. Also unclear if you have an advisor providing value via financial planning or other decision making. But likely scenario is just bad stock picks. Index funds, Etfs and chill.
@Marthas-r4c
@Marthas-r4c Ай бұрын
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 330% since covid-outbreak to date, summing up nearly $1m.
@makeamericagreatagain-d8g
@makeamericagreatagain-d8g Ай бұрын
i've been considering getting one, but haven't been proactive about it. Can you recommend your advisor? I could really use some assistance.
@Marthas-r4c
@Marthas-r4c Ай бұрын
Amber Kay Wright is the licensed advisor I use. Just research the name. You’ll find necessary details to work with to set up an appointment.
@martun-n1x
@martun-n1x Ай бұрын
Thank you for the recommendation. I'll send her an email and I hope I'm able to connect with her.
@HRMColoniallifeinsurance
@HRMColoniallifeinsurance Ай бұрын
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
@WhitneyRoss-dj4rf
@WhitneyRoss-dj4rf Ай бұрын
The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have a great deal of skill and knowledge to pull such trades off.
@OliverLiam-px3vx
@OliverLiam-px3vx Ай бұрын
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from Desiree Ruth Hoffman, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
@AshleyKeith-vw7ws
@AshleyKeith-vw7ws Ай бұрын
That's incredible! How can I connect with the person who helps you with investments, if you don't mind sharing? I could use some guidance at the moment.
@OliverLiam-px3vx
@OliverLiam-px3vx Ай бұрын
Desiree Ruth Hoffman is the licensed advisor I use. Just research the name. You’ll find necessary details to work with her correspondence to set up an appointment.
@AshleyKeith-vw7ws
@AshleyKeith-vw7ws Ай бұрын
Thank you for this pointer. It was easy to find your advisor; she seems very proficient and flexible. I booked a call session wit
@Jaymilnere
@Jaymilnere Ай бұрын
I diversify my portfolio among several assets such as stocks and bonds since this can protect my 750k portfolio. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?
@Angelavaldess
@Angelavaldess Ай бұрын
If you want to grow your monthly income over time then look into stocks that pay monthly dividends. Closed end funds are a great way to accomplish this.
@Aurierserge50
@Aurierserge50 Ай бұрын
@@Angelavaldess Perhaps seeking help from financial experts would be very helpful.
@hullbruce
@hullbruce Ай бұрын
​@@Aurierserge50I agree cos i use one and I’m grateful my advisor's moment by moment changes in the market are lightening quick, cos who know how much losses I would’ve had by now.
@Jaymilnere
@Jaymilnere Ай бұрын
@@hullbruce Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
@hullbruce
@hullbruce Ай бұрын
@@Aurierserge50 Sure, the likes of the popular lady Alicia Estela Cabouli does a good job. Just look up the name, you’d find details on the web to set up an appointment as she offers free consultations from first timers.
@Davey954
@Davey954 Ай бұрын
This guy is probably over leveraged in the markets so he wants to blame Jerome Powell
@MikhailFromUSA
@MikhailFromUSA Ай бұрын
He has a chance to sell now at the top
@revo1974
@revo1974 Ай бұрын
Most of the people calling for doom the past two years missed the bottom in october of 2022.
@MikhailFromUSA
@MikhailFromUSA Ай бұрын
@@revo1974 the market went up right after Powel started his lies about rate cuts which we still have not had! so the market should be even lower than in 2022!
@owthattickles8738
@owthattickles8738 Ай бұрын
@@revo1974that was absolutely not a bottom..
@revo1974
@revo1974 Ай бұрын
@@MikhailFromUSAThe market went down as Powell was increasing rates, they needed to be priced in. The last .75 rate cut was November 2nd, 2022. There were enough bulls to recognize the rate hiking cycle was easing and coming to an end so they started buying.
@billthelion6102
@billthelion6102 Ай бұрын
You know what is always in common before a major crash of like 70% , people arguing if market will go up or down. Small business closing in record pace, credit debt at ath, inflation out of hand, container freight rates almost back in covid highs, inability to go out for dinner or pay your bills, global debt surpassing 350 trillion, war expanding, debt expanding, banks sitting on toxic debt and bonds, commercial real estate being 70 percent of exposure in banks investments and lending with vacancy rates reaching 20-30-40%, mergers after mergers for the last 4 years shrinking diversity of ownership and choice, reserve rates Usa 0%, Switzerland reserve rates 3-4% as Norway too, Eu reserve rates 0% , Japan reserve rates %0 , Uk like4-% reserve rates. Yeah i dont think we are in trouble because we are just existential trouble. Economies do not just revive after closing them down for 3 years . Its all going down to a scale never seen before.
@JoesIceCreamCone
@JoesIceCreamCone Ай бұрын
Dude, we are, like already in a recession.
@AntiTheismForever
@AntiTheismForever Ай бұрын
Actual inflation data is far higher than official (manipulated) inflation data. The issue is debt levels are too high now and loan resets are causing enormous economic stress.
@ryannestor8563
@ryannestor8563 Ай бұрын
💯
@timvarelalagos875
@timvarelalagos875 Ай бұрын
😂😂😂😂😂😂 No rate cuts!!! Rate increases!!!!
@emilioramirez1745
@emilioramirez1745 Ай бұрын
That would be the smartest move from JP ... I would rather have the banks go 💥 than inflation, which turns into a more aggressive form ... I mean, Yellen did say expect consolidation on the banking side. I wonder if people remembered that BS, lol.
@shadowknight7976
@shadowknight7976 Ай бұрын
This guy is crazy to think that the amount or supply of money out there has nothing to do with inflation...........where do these people come from and how are they so high paid being so wrong???
@josephdeutsch
@josephdeutsch Ай бұрын
To be fair, he didn't say that. What he said was there is a relationship between the two, but it's not causal
@kenthughes4396
@kenthughes4396 Ай бұрын
This guy is an idiot. Ronald Reagan did not have Arthur Burns just fed chair. What an idiot Jimmy Carter appointed Paul Volker Ronald Reagan’s first fed chair was Paul Volker. This guy should be off of David show. What an idiot.
@mikhelBrown
@mikhelBrown Ай бұрын
@showdowknight7976 What the hell are you watching? The man is right about JPow being a knucklehead *'behaving like he's the new Paul Volcker'.*
@______638
@______638 Ай бұрын
​@mikhelBrown volcker? where are the 21% rates?
@brianmedina4143
@brianmedina4143 Ай бұрын
His portfolio is taking a hit
@MikhailFromUSA
@MikhailFromUSA Ай бұрын
How? The market all time high and he want a cut
@frankyhonnolus5528
@frankyhonnolus5528 Ай бұрын
@@MikhailFromUSAI think overall hand picked stocks aren’t doing well. Couple that with no rate cut. He’s finished. Panicking.
@curtissnow9546
@curtissnow9546 Ай бұрын
The cope is hard with this one, your debt ious are worthless it’s not his fault people are realizing it. The fed has no option but to cut rates unless they want to trigger a deflationary death spiral full of unemployment and bankruptcy. They will choose hyperinflation over that every time
@vallmak
@vallmak Ай бұрын
David Lin putting out multiple bangers a day. The Lil Wayne of financial podcasts.
@user-lb8bg6kj9m
@user-lb8bg6kj9m Ай бұрын
multiple bangers = gang banger.
@mikhelBrown
@mikhelBrown Ай бұрын
David *'da multiple gang banger'* Lin 💯
@djsabri58
@djsabri58 Ай бұрын
The key is risk analysis. The markets are and has always been unpredictable. Thus the important point is not how much one might make but what one could lose. trading and holding on speculative stocks/Crypto and even great stocks can test ones ability in the arena of our ability to control ones loss aversion bias…buy high sell low…The market is overvalued by almost all measures like the CAPE and Buffett indicator. Speculation is high with things like meme stocks (are they dead yet?), our kitty dude, Ai dreaming and all.... It is all about how much one can lose during times like these. Does that mean don't invest, of course not but one must access the risk and have a way out if the tide goes out.....I've been engaged in active trading and managed to grow a nest egg of around 2.6B'tc to a decent 24B'tc....I'm especially grateful to Sandy Barclays, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape..
@djsabri58
@djsabri58 Ай бұрын
Sandy Barclays program is widely available online..
@tarastruck
@tarastruck Ай бұрын
The market is not necessarily a rollercoaster if you know your way around it, but If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. Took my own advice and as of today, my cash reserve has yielded from $350k to nearly $1m in months.
@jchall12
@jchall12 Ай бұрын
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.
@JavierJumbo-jn6jg
@JavierJumbo-jn6jg Ай бұрын
Indeed, the recent market downturn serves as evidence that a vast majority of individuals lacked a sufficient understanding of the underlying financial dynamics at play.
@Birdman5902
@Birdman5902 Ай бұрын
Sandy gave me the autonomy I need to learn at my own pace and ask questions when I need to she’s so accommodating.
@luckyskivvy6077
@luckyskivvy6077 Ай бұрын
What's the real world benefits to cutting a few basis points? The S&P 500 is held up 5-6 stocks. Inflation is sky high. The pooch is screwed. Can't unscrew it with a cut.
@Jay-be2le
@Jay-be2le Ай бұрын
It’s not sky high what are you talking about
@luckyskivvy6077
@luckyskivvy6077 Ай бұрын
@@Jay-be2le "U.S. Inflation Rate by President: From Eisenhower to Biden" - Investopedia website Trump managed to inflation to 1.9% at the end of his term. Biden and Bidenomics has spiked inflation as high as 9%. 🤣 FK are you talking about??? Americans are making life decisions at the grocery stores and gas stations. 1) Do I pay rent or do I skip a meal? 2) Do I eat or do I buy my medicine? 3) Do I get gas or do I skip this credit card payment?
@Userhfdryjjgddf
@Userhfdryjjgddf Ай бұрын
​@@Jay-be2leeverything keeps costing more. Inflation is brutal for the poor
@Jay-be2le
@Jay-be2le Ай бұрын
@@Userhfdryjjgddf it’s in the 2-3% range now. So pretty normal. The damage is already done. Prices will never go back down if that’s what you’re hoping. These rates are just killing companies, putting pressure on the labour market so your pay won’t increase
@donmarek7001
@donmarek7001 Ай бұрын
@@Jay-be2le Inflation is at least double that. What planet are you living on?
@fromthebirchwood
@fromthebirchwood Ай бұрын
The Fed's talk of interest rate cut leaves me pondering what stocks to buy now and when do I sell? I'm unsure how to properly allocate my money to achieve an optimal portfolio in this present economy, my goal is $3m for retirement.
@arlenehill4ril
@arlenehill4ril Ай бұрын
navigating market volatility can be challenging, it might be beneficial consulting with an advisor to provide personalized insights based on your specific situation and financial position
@Charlesman_T
@Charlesman_T Ай бұрын
True, I always emphasize the significance of having an advisor. This has kept me afloat since the covid-19 outbreak and as of today, I'm just about 10% shy of my first million dollar after subsequent investments.
@okaydamian
@okaydamian Ай бұрын
@@Charlesman_T nice one! who is the professional that guides you please? enthused about investing for my eventual retirement but dont know how to go about it, for now I only invest in my 401k through my employer and gains are quite slow
@Charlesman_T
@Charlesman_T Ай бұрын
Karen Lynne Chess is the licensed FA I use. Just google the name. You’d find necessary details to work with and set up an appointment. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
@pluto1of1
@pluto1of1 Ай бұрын
insightful comments, curiously searched Karen Lynne Chess on the web and at once found her page, no bs! she seems impeccable..
@eddiegill
@eddiegill Ай бұрын
Got news for you. Fed funds Interest rates will be 4.5% when cutting is finished. You need to give debt buyers a fair rate with all the debt government will be selling
@cvrart
@cvrart Ай бұрын
The reason we didn't see CPI inflation during the near ZIRP era is because all the inflation was being "dammed up" in asset bubbles. It took a shock to the status quo to get the attention of all that money and have it salivate at the prospect of speculative gains in commodities trading, which had been long neglected by the big money. This allowed some money to flow out of traditional asset bubbles of housing and equities and into areas where inflation would actually produce significant impacts to the common person, since the cost of commodities (that were being driven up by futures market speculation) feed into the cost of products and services that show up in CPI, PCE, PPI, etc. It is impossible for money supply to NOT affect inflation, even if it can be delayed by sequestering the created money in pockets of the financial system - eventually it will burst the walls of any dam, particularly if you fill to dam to breaking point, or if there is an external shock to the "dam".
@eh7599
@eh7599 Ай бұрын
WE don't need rate cuts! Rates are very low!!!!!!!!!!
@Jay-be2le
@Jay-be2le Ай бұрын
Highest in 30 years, when debt is at its highest level ever
@Userhfdryjjgddf
@Userhfdryjjgddf Ай бұрын
​@@Jay-be2legood. We need higher rates. We need deflation.
@frankyhonnolus5528
@frankyhonnolus5528 Ай бұрын
This dude is crazy. We have bubble everywhere and what? We need to revert to the mean. Recession is still necessary.
@Jake-pf4kv
@Jake-pf4kv Ай бұрын
Transitory warranted impeachment 😂
@OCShree00
@OCShree00 Ай бұрын
Hey David, what is this guy’s portfolio performance. How is he qualified?
@dja32780
@dja32780 Ай бұрын
Cutting rates by 25 or 50 basis points in September is not going to do squat except light the fire under inflation again. You guys always forget the downside of cutting interest rates. Where do you all learn economics? By the way, we are already in recession. This guy actually believes the cpi's numbers. You've got to be kidding me.
@Andrew-ft8vj
@Andrew-ft8vj Ай бұрын
Ophir is garbage he has been wrong for about 4 years on many stocks and the over all market. 🤡🤡
@kenthughes4396
@kenthughes4396 Ай бұрын
David don’t disappoint me and start bringing bullish guests.
@jamesb1559
@jamesb1559 Ай бұрын
I'm skeptical of people who talk fast and use an abundance of acronyms
@______638
@______638 Ай бұрын
THIS.
@joseeduardobtesh1651
@joseeduardobtesh1651 Ай бұрын
Restaurants should all close. The fact that a 20 dollars pasta ends costing clients 27 is a rip off. Japan and all over Europe is much more affordable.
@RevelationThree20
@RevelationThree20 Ай бұрын
One theory I’ve heard on why the Fed is waiting so long to cut rates, is that by doing so, they will raise the neutral interest rate thereby making their tools of cutting more effective in the event of future economic turmoil. Curious what your thoughts are on this David?
@Bigredbulldog401
@Bigredbulldog401 Ай бұрын
Been in a recession for about 2 years now but yes if they don’t cut I think it’ll be more like a depression
@vhateverlie
@vhateverlie Ай бұрын
Lol 🤣 if the fed cuts now the economy will still turn around and hit a depression. The fed has lost complete control because the bond market isn't putting up with that bullshit.
@kenthughes4396
@kenthughes4396 Ай бұрын
After Arthur Burns, it was Bill Miller then Paul Volcker
@toddsellars4694
@toddsellars4694 Ай бұрын
Inflations is still high. Layoffs are slowly rising. Powell is striving for a soft landing. We will see whose right by the end of year.
@mikhelBrown
@mikhelBrown Ай бұрын
Powell's playing a dangerous game at this point. He's not Paul Volcker and never will be.
@matthewprimbs6107
@matthewprimbs6107 Ай бұрын
Fed chair can't be impeached
@luisbarragan9555
@luisbarragan9555 Ай бұрын
Just buy NVDA calls and all your financial problems will go away 🍾🔥🚀
@randypaul5427
@randypaul5427 Ай бұрын
Author Burns wasn’t the Fed chair when Reagan was president. I know he misspoke. Great interview.
@Nelson-v7x
@Nelson-v7x Ай бұрын
Newbie here. If the Fed cuts rates, how does that impact the situation with the Yen?
@SimpleFluorescence
@SimpleFluorescence Ай бұрын
"I haven't seen evidence that monetary policy caused inflation." 😂😂😂 All you need to know about this guy right there.
@gringadoor5385
@gringadoor5385 Ай бұрын
Jerome needs to raise rates
@kenthughes4396
@kenthughes4396 Ай бұрын
Ronald Reagan’s first fed chair was Paul Volker. This guy said it was Arthur Burns give me a break. Does he know nothing?
@Ultrajamz
@Ultrajamz Ай бұрын
I only disagree on the irritant point, its not just covid, govt hiring has been huge. Govt needs to reduce payrolls or else we will never see 2% again without massive private layoffs.
@eskoven
@eskoven Ай бұрын
Couldn't help noticing the historical inaccuracy about Arthur Burns (at around 12:55 ) who served as Fed Chairman from February 1970 until the end of January 1978. He was appointed by Richard Nixon (1969-1974), and then served under Gerald Ford (1974-1977). Then came Jimmy Carter (1977-1981) and finally Regan (1981-1989). At no point did Arthur Burns serve under Reagan. Paul Volker was nominated by Jimmy Carter as the FED Chairman and also served under the Reagan administration. Volker is credited with ending the high inflation seen in the 1970s and early 80s.
@wayneketaru6408
@wayneketaru6408 Ай бұрын
It would be interesting for David to ask these portfolio managers/investment advisors/investors who are not officially in BTC about what they think of BTC. That would be very interesting to listen to and more value-added (in a way) than what they want to talk about and what they (try to) do well/better.
@wihanvanzyl4564
@wihanvanzyl4564 Ай бұрын
The fed is terified of lowering short term rates only for long term rates to remain high or go even higher...?
@pnice494
@pnice494 Ай бұрын
He probably thinks Powell deserved a noble prize for keeping rates low to long. Time to take from those saving to make it, to save those who need the saving.
@mbanderson83
@mbanderson83 Ай бұрын
When Fed cuts rate what usually happens right after? Rate cuts lag too even with cuts to zero and stumulus.
@Venkatmohan2000
@Venkatmohan2000 Ай бұрын
Excellent guest! 👏
@CrashBr0
@CrashBr0 Ай бұрын
The monetary policy isn't overly tight. historically, rates are normal. You are just used to historically low rates.
@5dc61
@5dc61 Ай бұрын
👆🏻this guy gets it.
@gaming5615
@gaming5615 Ай бұрын
guest is objective and nuance
@RandDom-pn7mt
@RandDom-pn7mt Ай бұрын
Reason Fed cannot cut rates is because Dollar is a reserved currency and also no one is buying US bonds, so they have to entice with higher rate to sell bonds and maintain Dollars reserve status.
@jshatfield115
@jshatfield115 Ай бұрын
This guy seems sharp but he's overestimating AI
@vhateverlie
@vhateverlie Ай бұрын
Lol inflation is back down to normal. Unless you used the 1980-1990 methods that we keep referencing because then we're still at about 10% according to shadow statistics...
@omaramassa
@omaramassa Ай бұрын
Jerome Powell impeached?!? lol I love the different opinions Dave has on his show. Love TDLR
@OwenBrookeld
@OwenBrookeld Ай бұрын
Just increased my holdings in Vematum. Feeling confident about this one!
@rubicon3416
@rubicon3416 Ай бұрын
The FED raised 5 full points. Is a quarter point lower really going to save small business?
@dilatedtime
@dilatedtime Ай бұрын
Guess your guest doesn’t know that the Fed has more than just two mandates; "promote the goals of maximum employment, stable prices, and moderate long-term interest rates.”
@tonyariley1166
@tonyariley1166 Ай бұрын
Inflation is a countries problem and can be a global problem, but not caused by other countries all the time. Some countries can have inflation without others having any inflation. It’s not always contagious.
@TangoBinAlsheed
@TangoBinAlsheed Ай бұрын
Recessions are No Longer Acceptable!!
@issenvan1050
@issenvan1050 Ай бұрын
Doesn’t monetary policy act w/ long & variable lags?
@littlebitmckee8234
@littlebitmckee8234 Ай бұрын
Great guest M
@toms7469
@toms7469 Ай бұрын
Incredible interview, incredible speaker👏🏻
@sachinbhaivasava
@sachinbhaivasava Ай бұрын
Thanks mate, can you do a review for XAI65K$?
@Fortefinancialmortgage
@Fortefinancialmortgage Ай бұрын
Great Podcast here David!
@issenvan1050
@issenvan1050 Ай бұрын
How about the money supply?
@walterhat1638
@walterhat1638 Ай бұрын
What is an SMB?
@SonnetGomes
@SonnetGomes Ай бұрын
Interest rates need to go higher...to make home prices affordable.
@jhinko
@jhinko Ай бұрын
He says money supply has no impact on inflation???? WTH? Get him off your channel.
@AlvesBaldery
@AlvesBaldery Ай бұрын
Vematum stands out in the crowded crypto space. A real gem!
@Chuck68ify
@Chuck68ify Ай бұрын
10 year is creeping up and the Fed is buying debt.
@bhagirathkumhar7903
@bhagirathkumhar7903 Ай бұрын
Why is XAI65K$ doing so well? That is concerning to me.
@jackwalsh1468
@jackwalsh1468 Ай бұрын
Sprays Ophir with a 10 second blast of ice cold seltzer water and claims he's all wet! In turn, hands Ophir a towel and reminds him to dry behind his ears. Note to David. Consider a better guest speaker???? Michael Gayed would be an excellent start. I lasted 11 seconds. Enough said!
@bhagwanpatel9612
@bhagwanpatel9612 Ай бұрын
Your predictions were correct! XAI65K$ will 100x once it is listed on Binance and OKX 🚀.
@cheninblanc8208
@cheninblanc8208 Ай бұрын
the FED needs to cut rates aggressively starting in July....... to wait longer invites a severe recession
@07.deepak.upillai64
@07.deepak.upillai64 Ай бұрын
Just swapped all of my last ETH and swapped it into XAI65K$. Already up a little bit. Unfortunately I have some other junk staked which won’t free up for a while. Still now I am on the train!
@grantgoldberg1663
@grantgoldberg1663 Ай бұрын
13-month leading to trailing edge (on average) for a recession to start once the Fed raises rates above 5%. I saw this coming well over a year ago. You don't need to be an economist. I'm not.
@TGR.LAKA.GMR-G
@TGR.LAKA.GMR-G Ай бұрын
I see XAI65K$ everywhere. Could someone help explain what XAI65K$ is?
@TwinBeavers
@TwinBeavers Ай бұрын
Inflation ain't at 2.75%. And it ain't stopping. In less than four months we will have the next budgets being put out by the spending governments. One word...UKRAINE!
@eskoven
@eskoven Ай бұрын
If the experts themselves don't know how AI is going to make money, then how can an investor figure out which companies will benefit from this AI boom (or is it AI hype?).
@matthewbialy212
@matthewbialy212 Ай бұрын
He sounds like he’s on the verge of collapse if he doesnt borrow money at a lower rate
@jayman3575
@jayman3575 Ай бұрын
Powell mentioned already he has different knobs for QE than he does for QT. Powell is not cutting just to raise rates again...
@jcgoogle1808
@jcgoogle1808 Ай бұрын
Great discussion. Smart guy. 14:02 Excellent question and great response. Sorry Hanke,.. but inflation is NOT always and only a monetary (money supply QTM) phenomena. This inflation is a result of fiscal abuse and other bad governmental policies. 19:40 Great question and discussion on the yen carry trade and the yen's impact on treasuries.
@1UchihaItachi
@1UchihaItachi Ай бұрын
This guy wants rates cut because he is ALL IN🤣🤣🤣 It is personal for him.
@AtlantaStachouse
@AtlantaStachouse Ай бұрын
Presale investments have been my go-to, and Vematum is my latest pick. Early birds catch the worm!
@karlbork6039
@karlbork6039 Ай бұрын
Did he say money supply growth didn't cause inflation?
@PaulbylPaulbyl
@PaulbylPaulbyl Ай бұрын
I think his AI expectations are way overblown. There are MANY bumps in the road for AI and once investors finally realize this there will be some serious correction in the fab 7 stock prices.
@graceamsterdam5404
@graceamsterdam5404 Ай бұрын
Excellent, thank you gentlemen. For what it is worth as I am a laymen: During the start of covid, in NL, I noticed something that I would call ‘’flee stocks’, the stocks that people apparently fly into when in stress/doubt. The ‘big’ tech stocks. The ones with good cash flows. I observed that the big tech stocks are the last ones feel crises. The untouchables. This is also why they are ridiculously overvalued. Like with real estate: the price can be ridiculously high (location, demand), but you are the last one to fall. This also aligns with the idea of cannibalism one will win at the costs of other loosing (disruptive technology). Also, it is interesting he mentioned the market was in a ‘pause’. No details here, but his thoughts and timing are aligned with my info found in astrological movements (the huge big once in a life time ones). Lets see what will happen. For now thanks David, I enjoy your interviews.
@astolevol5636
@astolevol5636 Ай бұрын
A rate cut will un-invert the yield curve -> recession ... just look at history - 100% of the time
@abrahamisabella8513
@abrahamisabella8513 Ай бұрын
Great interview 👍! But how about a little shaving before the interview?
@jasonruppert9693
@jasonruppert9693 Ай бұрын
A fund manager wanting a rate cut, what a surprise 😅
@Tucknroll
@Tucknroll Ай бұрын
Well...I'm impressed
@bobbobertson7568
@bobbobertson7568 Ай бұрын
Lot of interesting comments, good video, but even as a long bond holder I'd want Powell to err on the side of caution, crushing inflation, even at risk of recession. As David Lin more or less said, a recession might lead to a few million layoffs, but inflation makes EVERYONE poorer and there's still work to do. Not much work, but still some left.
@boombustinvest
@boombustinvest Ай бұрын
Tech sector AI bubble will pop regardless of rates when the mal-investment in AI being made by the tech utilities does not result in higher revenues and earnings.
@pa9121
@pa9121 Ай бұрын
This interview comes across as whiny about the situation rather than figuring out how to navigate the situation.
@SumitKushwah-bd3qx
@SumitKushwah-bd3qx Ай бұрын
buying and holding XAI65K$ IS the contrarian move...
@SukhdeenAyam
@SukhdeenAyam Ай бұрын
In my opinion XAI65K$ has great Potential to Pump due to all the ai craze...
@jksmithiii
@jksmithiii Ай бұрын
And how efficient they are at delivering. Best example: SpaceX. It's a good question if any competitor can ever catch up. All due to their ability and system for delivering value.
@Sj_ya_bro_official
@Sj_ya_bro_official Ай бұрын
Got in at XAI65K$ at $1 but will be holding it till $50. Even at that price market cap is reasonable for its tech.
@mktwatcher
@mktwatcher Ай бұрын
The Economy always Tanks after Fed Begins Cutting Cycle. Not enough SMBs will begin investing as soon as Fed begins cuts. A .25 Signal isn't gonna cut it!
@survive25_Churchill
@survive25_Churchill Ай бұрын
Inflation has been going up in Australia through all of 2024. So disinflation is not global, granted Australia is a very small sample size.
@Dr.8803
@Dr.8803 Ай бұрын
Deflation helps the poor and hurts the rich, inflation helps the rich and hurts the poor, why do you think they choose inflation over deflation.
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