This guy is really intelligent. Like, tip of the tongue, he has tons of information on every subject. Fascinating frankly....
@joshcassigham9800 Жыл бұрын
Inflation is far more harmful to individuals than a collapsing stock or property market because it directly affects people's cost of living, which they immediately feel. It is not surprising that the current market sentiment is extremely pessimistic. In today's economy, assistance is critical if we are to survive.
@CarolineSpeak Жыл бұрын
In this moment, when you can use a capable portfolio advisor to passively learn about and experience a fully varied market, it has never been easier to understand how to increase your money. The implications of a rising or declining dollar on assets, in my opinion, are difficult.
@conradwyatt Жыл бұрын
@@CarolineSpeak If you lack market knowledge, your best bet is to seek advice or support from a consultant or investing coach. Contacting a consultant may sound simple, but it's how I've managed to stay afloat in the market and increase my portfolio to roughly 65% since January. It is, in my opinion, the best way to get started in the industry right now.
@sheliaswelttk2535 Жыл бұрын
@@conradwyatt Where may one locate an experienced FA? I like the notion of employing their services, but it's terrible that recent stock market tragedies have started to happen more frequently.
@conradwyatt Жыл бұрын
@@sheliaswelttk2535 I encountered Juliet Eve Downey through a CNBC interview, and I emailed her. She is guiding me. Since then, she has given me chances to buy and sell the stocks in which I'm interested. You can hunt her up online if you require care supervision.
@sheliaswelttk2535 Жыл бұрын
@@conradwyatt Insightful... I was curious after reading what you shared, so I Googled her name. I came across her webpage.
@sohailsiddiqui1923 Жыл бұрын
Wonderful discussion. Bring him back regularly
@timnitz2654 Жыл бұрын
Fantastic guest, such clear thinking!
@felipesilvapinheiro56 Жыл бұрын
I am from Brazil and I love this channel and in my opinion, Louis is the best guy to talk about emerging markets. Thanks Wealthion for this interview.
@EMan-cu5zo Жыл бұрын
How is the economy in Brazil? I am very interested in investing in many of the companies there. I think Brazil will prosper in the future with the brick nations.
@wixalm Жыл бұрын
@@EMan-cu5zo In Brazil we have a interest rate of 13,7% while inflation is like 5%, it means that we have one of the best Real yields out there for treasury and bonds …BUT… the political challenges are huge, we had until last year a pro market populism and now we have a socialism populism party that is aiming to spend more and declared war against your own central bank. Worth to mention that in Brazil presidents concentrate way more power than in US where you have a solid federalism. In summary, Brazil is a political mess but is paying well at the moment, but suddenly everything can change overnight. Here in US things are more stable.
@felipesilvapinheiro56 Жыл бұрын
@@EMan-cu5zo we are facing the middle income trap. Unfortunately, we have structural problems in our economy, as weak currency and high interest rate. However, we have good oportunities, mainly in commodities companies due to reopening in China. If you want an advise, try companies as Vale and Klabin (WEG perhaps). Besides that, our banks are really profitable, Itau is the largest bank in latin america and Bradesco is cheap right now. However, forget state-owned companies like Petrobras (left wing in power). I think that our future could be bright with brics and our leadership in the region, but, before, we need to improve our educational level and consequently our producitivity.
@EMan-cu5zo Жыл бұрын
@@felipesilvapinheiro56 thanks for the reply. America isn’t doing to well either. We have total idiots and hypocrites running the country.
@ChrisGenXer Жыл бұрын
You have the most incredible guests on here! It was a pleasure listening to this discussion and hearing a different perspective. One things for sure, we just can NOT continue this type of fiscal spending and irresponsibility. In my opinion, I think a major part of our government’s spending problem is due to the average American voter having little to do understanding of how damaging our spending habits are for a healthy productive economy and how this impacts their everyday life. As your guest stated, they got so used to stimulus checks, and now the government has almost made them dependent on them. That said, Americans now look to vote for the person who will give them the most stimulus handouts, instead of the person who will bring stability and strength to our country. It’s just sad.
@EMan-cu5zo Жыл бұрын
Won’t last long because we are already bankrupt. Just a matter of time.
@mohammediqbal123 Жыл бұрын
Adam I can’t thank you enough for the fantastic guests you have and the amazing education you provide for people like me who have a science background rather than Finance
@jonathanlee5185 Жыл бұрын
👍It is refreshing to hear a western commentator who has a historical, non-sensationalist and calm understanding of China-Taiwan relations. 👍
@vioreliachim5646 Жыл бұрын
Adam, your guests and interviews are pure financial enlightenment!
@barneygoogle4003 Жыл бұрын
This was an exceptional segment. Definitely looking forward to hearing the rest of the interview with Louis Gave.
@rubysadie27 Жыл бұрын
Very knowledgeable guest, Adam! Really enjoyed this one
@lllfff3359 Жыл бұрын
Mr Gave is genius, thanks Adam
@stevenreddick903 Жыл бұрын
Adam, really enjoyed Loius and your very good interviewing skills. Keep up the great work !
@advocate1563 Жыл бұрын
J'adore Louis Vincent. Il connait les marches et comprend bien la perspective geo-politique.
@MikeVeracity Жыл бұрын
D'accord
@florianhladik1093 Жыл бұрын
One of the best interviews recently!
@fredbell4803 Жыл бұрын
I like this guest very much. Very insightful.
@MAMP Жыл бұрын
This guest is a BOSS!!!!
@mattanderson6672 Жыл бұрын
Brilliant interview! Thank you
@exothermic2054 Жыл бұрын
Fantastic interview; he gives a perspective that is educated and enlightening to an American investor.
@keirenle Жыл бұрын
What Gave discussed here about Taiwan gives me a lot of hope even though I was here for economic analysis.
@josehawking5293 Жыл бұрын
The budget deficit is simply how many dollars there are in the global economy.
@vioreliachim5646 Жыл бұрын
Great guest and content! Thank you Adam for your hard work!
@charlesbrown9213 Жыл бұрын
Adam looks tired.
@laurentiudaniel5112 Жыл бұрын
P
@jeanpopsugar6563 Жыл бұрын
Very intelligent and informative. Great conversation!
@douglasx6915 Жыл бұрын
Interesting conversation. But Louis is wrong about the Chinese population being angry about the CCPs Covid policy. All of these people understand that 30 years ago, most of them were living in absolute poverty. 36 months of Covid isn’t going to erase that memory.
@1is7ener65 Жыл бұрын
The young people won’t remember tho
@tahtahbangbang Жыл бұрын
Another great guest - keep them coming, please and 🙏!
@patrickshanghai2064 Жыл бұрын
Louis makes a lot of sense. thx for the comments. not clear why would oil at $150 break the bond market?
@josehawkins4276 Жыл бұрын
Servicing the debt? You mean the National debt where the government pays interest on Treasury securities via discretionary spending.
@jverderber Жыл бұрын
I am someone who follows this closely and this is just the beginning. Credit crisis is next which the FED will go full QE thus resulting in a currency crisis. We are living in historic times.
@4000angels Жыл бұрын
This was an awesome interview, which I have come to expect from Welthion. Thank you.
@janiceeiler782 Жыл бұрын
One of my most favorite interviews so far! Besides clearly expressed financial related opinions, I learned some very interesting historical facts, like why the US chose Okinawa instead of Taiwan.
@angry-white-men Жыл бұрын
It's just a matter of time before the US invades Taiwan. Never in history has a country stated "please don't send us your military" has the US ever replied ok no problem.
@tekipaf Жыл бұрын
Great to see less US centric content from time to time. Johan, from London
@fredfrond6148 Жыл бұрын
What a wonderful guest.
@dw6263 Жыл бұрын
Nice to see someone with a global perspective, instead of just telling the american audience what they want to hear
@briancousins3101 Жыл бұрын
Excellent. Waiting for part 2.
@EMan-cu5zo Жыл бұрын
This channel should have well over two million subscribers but most are not interested in what is really going on in the world. Some of the most ridiculous channels have so many subscribers and views. If more would watch this channel and others like this we would have a much better chance of changing what is going on in this country.
@AB-zf8lz Жыл бұрын
Australia checking in! Would love to see you interview an Australian.
@knightybee Жыл бұрын
Love this guy! Great guest. He rambles like an insane madman genius. Every word is a gem.
@secretariatgirl4249 Жыл бұрын
Not really
@thach0x0 Жыл бұрын
Can not agree more .Asset allocation will stay away from the USD assets in many years to come.
@josehawking5293 Жыл бұрын
Recessions are cyclical and inevitable.
@REASONFORTRUTH Жыл бұрын
Mr. Gave I believe is SPOT on in almost every category.
@bp5662 Жыл бұрын
Adam, there's SO MUCH talk about deglobalization, onshoring, friendshoring, and the inevitable increased costs and economic stress. In my experience, Chinese manufacturing has been increasing in price relentlessly. Other Asian countries have been chipping away at China's monopoly on all things manufacturing. Can you get a manufacturing expert on to talk numbers: How expensive has Chinese manufacturing gotten? Maybe Chinese manufacturing was going down regardless. How much had they lost even before covid exposed the frailty of global supply chains? How inflationary is this really, and how likely is the US to actually rebuild domestic manufacturing, especially considering Triffin's Paradox?
@SweetDannyChitlin Жыл бұрын
Interesting conversation. I like his perspective however disagree on multiple items. I will be watching the next vid. Thanks
@hill2750 Жыл бұрын
When he says the casualty of war is bonds, does he mean rates going down or price going down, and is that for all bonds or Gov or Corporate?
@paul_devos Жыл бұрын
When Louis and other guests mention oil price, which ticker are they referring to? 35:30 "Oil has to go to $150..." Light Crude Oil Futures? Brent Oil Futures? Other?
@robertyoung3960 Жыл бұрын
Excellent.
@detectiveofmoneypolitics Жыл бұрын
Economic investigator Frank G Melbourne Australia 🇦🇺 still watching this very informative content cheers Frank
@JudgeMatty Жыл бұрын
Sounds spammy
@cng2009 Жыл бұрын
This was fascinating! LVG always gives great big picture insights and can drill down to actionable intel as well
@gabrielw7773 Жыл бұрын
I won't be about energy it will be in the Financials. The financials alone today erased a 192 point green day. I mean it was alone. If there is problems with liquidity, credit and Margin accounts then there will be no market.
@jenniferzhang4958 Жыл бұрын
Really great interview! Like the guest very much (very intelligent insights) and please have him come on more in the future!
One of the most interesting interviews in a while (and I watch most).
@josehawkins4276 Жыл бұрын
Taxes don’t raise money, taxes eliminate money, in dollars of coarse. When he speaks of Clinton and Gingrich, he’s speaking about the yearly deficit because if he was talking about the overall deficit, the economy would not only have no liquidity, but zero dollars! Taxes simply remove and destroy dollars out of the economy, and give the dollar its validity so long as only dollars can be used to pay taxes.
@josehawking5293 Жыл бұрын
And hopefully restrain concentrations of wealth (power).
@nauy Жыл бұрын
Wrong. Taxes don’t destroy money. Taxes transfer money from the taxpayers to gov’t bureaucrats salaries and gov’t projects and spending.
@tactileslut Жыл бұрын
@nauy "Taxes transfer money..." Yup, and to those wealthy enough that the pitiful return on bonds felt like a better idea for excess capital than anything else they could have done with it.
@Delfafach Жыл бұрын
What does a breakdown in the bond market mean? What does it look like?
@chuckles2040 Жыл бұрын
He has a bunch of good books, lately he has started to focus on researching Europe/Russia/Asia.
@alirezashirazifard8990 Жыл бұрын
This awesome video, with knowledgeable guest brought a complete new perspective for us , proven one more time to see both side of the picture and make a decision. You made this complicated issue , simple and enjoyable. Thank you
@George-jm4rn Жыл бұрын
For someone who didn't think Russia would invade Ukraine, he seems pretty certain what's going to happen elsewhere. His geopolitical hubris is remarkable.
@secretariatgirl4249 Жыл бұрын
Rather cavalier about Covid, too.. Instant turn-off...arrogant, life is cheap attitude...
@SaveNature701 Жыл бұрын
Can you invite Martin Armstrong, the international forecaster, to your show. I don't think you ever had him. He would be a very good guest.
@BenBass00 Жыл бұрын
🇦🇺 🙋♂️ at 29:47 - here in Australia, we don't even have 30 year fixed mortgages as an option - most banks max. at 5 years - we have approximately 800,000 loans (population 25M) that will come off fixed between now and end of next year.
@adamabissi5067 Жыл бұрын
Same in Canada, about 500,000 of the 5 years fixed mortgages have to be renewed in 2023. Not to mention the ones with variable rate
@BenBass00 Жыл бұрын
@@adamabissi5067 the fixed rate loans we have here are also limited - they can't have offset accounts to reduce the interest and there are limits to how much you can repay so you can't reduce the principle (without penalty fees)
@jonEmontana Жыл бұрын
Well done Adam
@scholzilla4188 Жыл бұрын
Nice discussion, but I wish this program (and virtually all others) would offer a more nuanced discussion of debt. There are big differences between types of US debt. Some of it is intergovernmental, much is owned by the Fed itself, some is actively deployed to generate economic growth (e.g. debt to build infrastructure), some is owned by domestic investors whose returns will cycle back through the economy, some is foreign owned, etc. I suspect each of these buckets yield different macroeconomic implications, yet we gloss over those by branding all of it with the single word "debt". I wonder whether we can elevate the discussion to Wealthion's typical high standards? Thanks.
@davidglaser1030 Жыл бұрын
Why can’t government roll short term debt to long term?
@civilguardk9llc551 Жыл бұрын
“US consumer sitting pretty “ 🧐 Hmmm!
@davidglaser1030 Жыл бұрын
Fascinating interview Adam. If you’d interview Louis every month, we’d still barely scratch the surface of his insights.
@Jeff__M Жыл бұрын
Love this channel! 🇺🇸💙
@artkidolee2162 Жыл бұрын
He’s good!
@lotfyken2759 Жыл бұрын
Can't wait for part 2
@MattMatusiak Жыл бұрын
The federal government must cut 20% of the budget!
@kingdang855 Жыл бұрын
I really enjoyed this. Great content
@binocular5950 Жыл бұрын
Lovely, easy going interview.
@BatmanBoss Жыл бұрын
Wealthion 🏆
@ianharley1726 Жыл бұрын
Excellent
@jamesgeorge8915 Жыл бұрын
Great interview
@florianhladik1093 Жыл бұрын
Dang, just reached the end of part 1. Looking forward to part 2!
@stickySituations415 Жыл бұрын
If time is money this guys owes me alot !
@chrisgeorgoussopoulos9517 Жыл бұрын
That was really good
@Zt3v3 Жыл бұрын
A flat tax is silly for many reasons. Simplifying the tax code would be a welcome change though.
@shadahampton2528 Жыл бұрын
love this interview pretty smart guest today.
@无畏无知者-i5o Жыл бұрын
Keep dreaming buddy. China 6% GDP. 😂😂😂😂😂😂
@davidahmadi996 Жыл бұрын
Thanks!
@andreaswinsnes6944 Жыл бұрын
Very interesting!
@jdkimpga Жыл бұрын
Just very French thinking. Same as French gov
@carisalex Жыл бұрын
Great to have non American guests!!
@josehawking5293 Жыл бұрын
He’s complaining about the US deficit but speaks glowingly about the Chinese deficit which has been ballooning out of control while a portion of their deficit is debt that is in other currencies unlike the US.
@linz1327 Жыл бұрын
Well rounded and researched views. Kudos
@linz1327 Жыл бұрын
Eloquent as well.
@Idrissi_Mas Жыл бұрын
French tax payers pay much much much more taxes.
@MattMatusiak Жыл бұрын
Short term government debt = monetized debt = more inflation
@mackakiwinz4353 Жыл бұрын
Louis IQ is at another level. Really fantastic interview thank you guys nice to hear a wider perspective from such a sharp and articulate mind and again Adam your interviewing skills are the best I believe I have ever seen and listened to. Thank you to the both of you. I hope neither of you will not need to flee to the bunkers being built by billionaires here on the quiet.
@climateroulette3178 Жыл бұрын
I can tell you why the Treasury won’t issue long dated debt, because nobody other than the Fed would be dumb enough to buy it.
@davidcollins8150 Жыл бұрын
Please interview Prof Steve Keen - you will get a different perspective regarding public debt. Here is the deal - Public debt does not need to be repaid. Private debt does. I argue for continued deficit spending to keep us going. If we can diminish the Rentier class we will be better off
@terryllee7706 Жыл бұрын
What's the difference between France, Spain and USA economics in two years ?
@markmarkhitton9824 Жыл бұрын
No
@Chawaonga Жыл бұрын
I have 25% of my 401k in India, 25% in China, 10% in gold, and the rest in the US.
@brianclapham3421 Жыл бұрын
Higher for Longer until they need to rescue by cutting! It might be their plan to cause a crash to get the reset. Interest rates at these levels just wont last with the current debt levels, the idea they will is just not feasible.
@jfuite Жыл бұрын
00:05:45 "The big thing internationally is China reopening . . . . 6% GDP growth this year" 00:39:00 "I don't buy the recession story . . . . ISMs below 50, inverted yield curves . . . . I don't believe are valuable signals" Welp, these two opinions dramatically distinguish him from Jeff Snider, who describes China's reopening a flop and considers USA dollar yield curves as a direct measure of liquidity in the international monetary system (Eurodollar). I suppose by the end of 2024, Adam will know who to invite back.
@rrr8945 Жыл бұрын
also forgot to mentioned trhat house price will not drop and raise and will have no recession,i think this guest is off to pasteur i disagree with him alot! i prefer peter schiff ,gerald celente and so mant others
@jfuite Жыл бұрын
@@rrr8945 I kinda agree, but, I won't use the term "prefer", because what's most important is what IS and what WILL BE, not what I want.
@fubarbrandon1345 Жыл бұрын
Great guest and interview. Thank you.
@cosmothewonderdog8602 Жыл бұрын
Looks like the trouble in the bond markets is here.
@kevinsmith-uw4mj Жыл бұрын
How is the 10yr bond staying subdued? I am struggling with that one!
@rickferyok2462 Жыл бұрын
Louie doesn't understand monetary systems, of course Austria and Italy issued extremely long term government bonds at extremely low coupon rates, they don't have sovereign currencies. They are users of the Euro. In the US, the federal government is NOT a currency user, THE US IS A CURRENCY ISSUER, as such it need never borrow dollars.