Keeping it Simple | Ep.34: Have the Martians Landed?

Рет қаралды 13,756

4 ай бұрын

Industry legend, Jim Grant of Grant's Interest Rate Observer, joins Mike and Harley to discuss the soft landing, the Fed pivot, and other stories you might have been tempted to believe!
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Пікірлер: 56

@sesh8863 4 ай бұрын

u dorks deserve more views

@soundsnags2001 4 ай бұрын

Outside of Jim they're such twats, but this was a good pod.

@emmanuelananda6551 4 ай бұрын

Truly valuable conversation. Thank you all for your insights. It is incredible to hear the humility and civility on display here. What a brilliant discussion. Thank you.

@trevordowney6425 4 ай бұрын

Thank you all!

@henrypadilla7571 4 ай бұрын

Wow, three heavy weights! Nice catch!

@mattbrandt9796 4 ай бұрын

Wow, what a great conversation.

@alanmrsic893 4 ай бұрын

Great lessons, thanks again!

@nickkacures2304 4 ай бұрын

What 10,000 view’s on this video and you only have 10,000 subscribers kinda makes you think that you should keep getting this caliber of guests. I am definitely going to follow you now because of this !!!!!😊

@richardkut3976 4 ай бұрын

Excellent, thank you.

@theinflationsituation8870 4 ай бұрын

According to the academic studies, the optimal number of jelly donuts that can be consumed without getting sick is approximately 2.25. 😉

@bruceaulabaugh 4 ай бұрын

Go Harley Go! Nice shirt color!

@prestondavis9587 4 ай бұрын

Is it Electric Vino Verde?

@SeniorSnomad 4 ай бұрын

I would appreciate it if you would have Lyn Alden and Jim Grant on at the same time to discuss Bitcoin. Both are very smart, respectful people with a different point of view. It should lead to a very interesting and informative discussion.

@Investmentguy 4 ай бұрын

I’ll discuss it for him… feeding of risk appetite has caused appetite for garbage

@goldismoney5899 4 ай бұрын

Bitcoin is a psyop. Many smart people have been fooled.

@sivi9741 4 ай бұрын

Great episode . Question, wouldn’t the real natural interest rates could never be found as long the fed balance sheet isn’t near 0 on treasuries holding ?

@issenvan1050 4 ай бұрын

Why no timestamps?

@casamurphy 4 ай бұрын

My long-term portfolio at 60% bitcoin and 40% fiat investments means I enjoy steady deflation (run the Kelly Criterion numbers on BTC's power law and you will see what I mean). Deflation seems like the good natural state of a sound money economy. What's there not to love about falling prices and the masses enjoying a decent store of value?

@4803heights 3 ай бұрын

Good 4 u! Must have huge Kahuna's 2 b allocated like that.

@sirluciussquigglesworthlll6503 4 ай бұрын

🔥

@jdedad 4 ай бұрын

This is keeping it simple 😳

@A812380 4 ай бұрын

Mike, Harley, what impact to housing is the result of institutional buyers who bought high with sub 1% rates? The rumor is they own 25-28% of single family houseswhich are for rent, not ownership.

@richdilorenzo8145 3 ай бұрын

We are only 13 minutes or so but I have yet to hear any financial "expert" speak about the risk of war in several areas and the reaction of money around the world to that possibility. It is almost as if we in the states don't even consider war as a factor in what could happen to all these issues. i.e. rate cuts/hikes?

@pistolen87 4 ай бұрын

What about the risk of deflation under a gold standard? Wouldn't investments decrease, since it's better to just keep the gold?

@capitalist4life 3 ай бұрын

Gold won’t beat stocks over the long term.

@rockyzhang3483 4 ай бұрын

57:30ish, you guys are talking about speculative activity and no IPOs - I wonder, does the ability to create tokens in minutes (based on animals, memes, narratives) in crypto count as “IPO” ? IMO, it does. Maybe there aren’t many IPOs occurring through equities but in crypto there are projects/“businesses”/ideas being conceived daily reaching hundred of million/billions in marketcap

@Erikpdx 4 ай бұрын

Jim tracking liverwurst inflation says a lot

@tomkarnes69 4 ай бұрын

Stability & inflation, 2020 "Going direct reset" pumped $3.9 Trillion into the retail money supply and sucking $40 Billion in one day through the Fed Now system brought SVB to its knees with the help of the regulators, Houston we got a problem

@hellwolf4liberty 4 ай бұрын

martians... that kept things simple

@brianborse3555 4 ай бұрын

46:15 "Shut down global trade"? You're referring to July 2020, when our seaports were backlogged for months with fully-laden cargo ships lined up as far as the eye can see? Or the ensuing months of record-shattering trade deficits, culminating in a blow-off month of over $100,000,000,000 in March 2022? Sometimes I don't know what reality you're living in

@cayjunl8039 4 ай бұрын

Bifurcation inflation/ disinflation. Boomers retiring and spending money on Millennial adults having there Grandchildren. Middle to lower class frozen out of housing market, credit card delinquencies rising, small business bankruptcies rising. To top it off government in US and Canada holding up the GDP because of green infrastructure spending. Ultimately ends in credit event.

@Sergio_21M 4 ай бұрын

Whats the use case of buying properties and just having them sit there without occupancy? Property is an increasing asset, highly illiquid. Bitcoin is digital property, highly liquid.

@MarkMark-ji6ts 4 ай бұрын

Bitcoin is an open source algorithm that anyone can copy and paste. It can do around 7 transactions per minute. It's volatile. Great for speculative gambling.

@george6977 4 ай бұрын

Property exists and can be used.

@danielw.4049 4 ай бұрын

He described it very well, "the only usecase of BTC is it's price going up".

@goldismoney5899 4 ай бұрын

Bitcoin is a valueless digital fiat token. A psyop to fool people like yourself.

@jaygatsby1 4 ай бұрын

@@danielw.4049what he described very well is the value of open mindedness and that “nobody knows anything about anything”. What he actually said about Bitcoin after his reflexive “tulips” comment was that it “doesn’t understand me and I don’t understand it”.

@missunique65 4 ай бұрын

not simple

@MarkMark-ji6ts 4 ай бұрын

Bitcoin is an open source computer algorithm. That's why you have over 20,000 cryptos out there. That's why there are at least four forks of the Bitcoin ledger. It's nothing unique at the functional level. Sure the brand pretending to be digital gold by depicting itself as a gold coin that's kind of unique (when excluding the forks)

@capitalist4life 3 ай бұрын

It’s originality is a feature. There have been 20,000 failed attempts to permanently displace bitcoin’s market share. Altcoins come and go

@MarkMark-ji6ts 3 ай бұрын

@@capitalist4life speculate have an exit strategy don't come to me in 10 years time as the bag holder. You have been warned. Good luck!