Markets are prepared for the worst. You need to know why.

[@st.morits]

Bear markets are marked by sustained drops in stock prices, about 20%. We're now down 25%, and looking like we have further to go. This bubble will be one for the history books.

[@holdthedoor3331]

The market is now more volatile than I have ever witnessed before and no one knows the best financial move to be made at the situation. I'm willing to make consultations to improve my portfolio.

[@Dreekwalton]

Having an investment 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 netted over $220K during this dip, that made it clear there's more to the market that we average just don't know.

[@Dreekwalton]

@Darius_halamadrid I am being guided by "Kimberly Jean Heavner" who I found on a CNBC interview where she was featured and reached out to her. She has since provided entry and exit points on the securities I focus on. You can look her up online if you care supervision.

[@norsefalconer]

I think a critical mistake many make is thinking the Fed has two mandates, employment and controling inflation. The reality is, it has only one mandate; wealth transfer. In that, it's been highly successful.

[@tabbott429]

The pLandemic was a psy-op to distracte from the imploding financial system allowing FEDs massive DEBT increases without consequences. Until now. They cause cycles worse than the free market ever would.

[@sophrapsune]

They have one mandate: preserve the solvency of the US government. Their official objectives are just proxies for their real purpose.

[@justzankz7621]

Could you explain how? Ty

[@three_two_one5127]

You are delusional. Fed has two mandates: control inflation and employment xd

[@upside721]

@@justzankz7621 Quite a few steps: 30+ years to setup the illusion of CB control. That is, CB messaging to the peasants and setup the robot trading "machine" to dominate trading and based on CB messaging. Lay the debt trap: Easy money for 10+ years dependent upon continuing growth to afford the debt. Debt saturation when creditors and debtors don't like the risk levels, so growth slows. Post covid stimulus for one final deluded debt binge, to maximize the future pain. Supply destruction via rules for covid and climate and war sanctions, plus continuous fear campaigns and loss of trust (in everything), means growth slows even further, which is the trigger for the trap. Billions go into financial hardship. Need help to survive. Help comes in two forms. a. UBI if they agree to their control conditions. eg1. medical treatments. eg2. living location. b. Property handover: You can keep living in your real-estate property, but the central bank will take ownership of it. Also research central banks "Going Direct". The economies are designed to fail.

[@geedoubleu641]

More volume 🙏

[@Saltatory_]

Love your channel. I miss Emil though. My friend and I have been discussing. We are interested but otherwise amateur observers of monetary policy. The question I have is ... What if anything restricts the amount of Eurodollars in circulation? My hypothesis: though Eurodollars exist in off shore ledgers and are therefore hidden from US based regulators, counter parties are willing to transaction in Eurodollars because they believe they will eventually be able to settle either in USD or in USD denominated assets. If this were true, Eurodollars would be limited in supply in much the same way that M2 is limited, as a finite multiplier of Fed bank reserves. The alternative hypothesis and what it sounds like you are saying: though Eurodollars are denominated in USD, they are completely separate from USD in every way. The only thing limiting the expansion of Eurodollar supply is agreements between the large counter parties in this system. If that latter hypothesis is what you are saying, I have a hard time understanding why any parties would trade in this system because it seems like the system would be prone to chaotic and large swings in the supply of Eurodollars and this the value of the Eurodollar. My friend and I have been trying to figure out for many months what you are actually saying. We would be delighted to get some clarification. If you're ever in orange county, there could be libations waiting as a reward. Otherwise you will have to be content with the acclaim of a small but devoted subset of your fan base.

[@lautaroparada950]

Thank you, Jeff. I'm all this noise; you are a rational voice, but please increase the volume or get closer to the microphone!

[@tomaszantosiewicz5132]

The only prices that went down is oil and lumber. Core CPI is clearly on track to be at 4% and not easing at all in the last 6 months.

[@Pangora2]

When oil turns around they'll be exclaiming "why could we not see this coming!?" and/or "It'll be temporary, again."

[@danieltan9034]

You have to increase your volume to align with the youtube ads. Once the ads pop up, the volumes go boom.

[@method341]

What ads? Oh I got Premium for only $10 a month. Why don't you do that?

[@JohnDobbertin]

Pay the price for premium. It's soooo worth it.

[@dalejames486]

Or if he could just remove some of the damn ads. Skip an ad and then there's another 15 seconds later. You're scaring me away Jeff

[@milansimic2879]

Always great value in your vids..... Thank you. Please increase mic volume... It's always quite low.

[@alexbuilds706]

Sounds great on my end

[@danielhutchinson6604]

The FED can not dictate Trade with World Trade, I agree. The US State Department sanctions appear to be influencing Gas Prices. The Ukraine situation that has been a policy decision that extends back to at least the Obama Administration, but Victoria Nuland was involved in Clinton as well as Bush Administrations. The common thread of applying pressure on Russia, appears to be the cause of the current association of Asian Producer Nations? The Brits lived in fear of such an alliance that involved India and Russia, and they lost millions of Troops in efforts to overcome such an alignment of Trade producers. The US apparently is overextending the CIA Budget as the Bail Fund for Kurds in Iran appears to be increasing? Brazil, Bolivia and Peru seem to be acting with less respect for the US than they did shortly after The Condor Project was employed to provide a docile and respectful Colonial Latin America. The CIA budget does need to be extended to provide all of the support to keep Cheap Bananas and Coffee appearing in the US? The Crop Reports indicate rising Corn and Bean prices after the dry spell and storms in the Midwest, lowered crop production. The ability to limit cost of fuel in Europe with price caps and quiet rebates that will appear as Producers complain about profits, will be increasing costs as the markets become limited by the competing products from the BRICS areas. The New Producer Group, does have a large reserve of Minerals, and food products, that will avoid US and European Sanctions. It should be an interesting Year......

[@Lawliet734]

I don't understand this video (or any video from this channel). Should I be bullish or bearish, i.e. risk-on or risk-off?

[@gregorysagegreene]

I understand everything you are saying, Jeff, and concur. But for me, the shit is really about the extensive damage and destruction on the ground to people ordinary and to businesses small generally from the past three years, and whether the costs to live - especially shelter - are gonna' get permanently baked in. Regardless of all the shocked externalities, and inept political agencies' interventions - of which there were many and much, the real question I see is whether anything - such as the purported 'Deflation' to come - can ever bring this back out of whack, or if a 'Great Reset' in assets and prices will satisfactorily mean an improvement in the prospects in terms of an ordinary person ever again having a job that would cover their costs of just having to live. ??? So far the locomotive has been far bigger, and crashing way more slowly, than in 2008. And I'm unconvinced that the World we now reside in is not perennially worse.

[@skyspam]

Dude you gotta turn up the mic volume. Thanks for the updates though

[@skyspam]

@jbar518 dude relax it’s just a KZbin comment

[@nirvaanmeharchand5896]

Jeff - great show! These last two episodes have really hammered it home for me…..supply shock, not inflation…..and global recession here/coming. I have a couple of question for you - as follows: With the FED and other CB's have misunderstood the economic environment, and hiked fast and hard into this slowdown, how much worse will their actions make the recession? When do you expect employment data to start showing clear evidence of recession? Do you expect the FED to go back to have to go back to a ZIRP policy eventually? Thanks again, Nirvaan

[@klauskarpfen9039]

3:52 "... what happens in consumer prices was going to be transitory..." - that's right on the money, Jeff, as transitorily elevated consumer prices in short order get replaced by even higher prices. Very transitory indeed.

[@Willhart802]

Thanks Jeff. Not sure if anything changed. But the volume seems quieter today. I turned up the volume to full just to hear you, but the KZbin ads come on blasting loud.

[@virgilmicknet4346]

Jeff, PLEASE record at a higher volume...the commercials blow out the speakers. Really appreciate the content.

[@waltermartinelli8384]

Good video, I think the world is taking a huge turn and the worst part is it's not for the better. The economy is crazy right now, but I keep hearing people say that they are making a lot of money from the investments they make. Some say investing in stocks, others say cryptocurrency is the way to real estate, etc. I am currently working two jobs and looking for good investments to make. Anyone with substantial information should respond please.

[@joellekassulkev47]

I agree with you and believe the secret to financial stability is having the right investments to make in life. All of the things you mentioned above about investing in real estate, crypto, and stocks are actually good options to consider. We know that we live in uncertain times, however, these difficult times are also opportunities for those who know how to take advantage of them.

[@jkpellegrino378]

Sometimes it's a headache to find the right investments to make or how to make more money, most of us have been there and still are. Personally, I have been in stocks and also in cryptocurrencies, which I only started investing in after being referred to a professional, Mrs. Brianna Megan, who was in charge of helping people in their transactions and obtain better returns on investment.

[@jkpellegrino378]

The rule of identifying the right time to buy and knowing the ground rule of knowing when to sell is where the job is and it's more complex than it looks so I had to consult Ms Brianna Megan and I have made very good profits in recent months.

[@IVRollemberg8608]

@@jkpellegrino378 I think I need some guidance too, I haven't been doing very well lately, who is that person guiding you... how can I contact them please?

[@TinaRanieriA]

@@jkpellegrino378 I think I've heard my colleague at work mention that name once or twice before, she says she's been trading with the help of the lady for a while, I really can't say for sure what the l experience with the lady. But according to my colleague, she says it was very good.

[@omtulsi]

Thank you Jeff! Great and clear content, have a great day.

[@jasondziak5537]

incredible content as always

[@sporegnosis]

Volume levels are horribly low.

[@BluegrassStoic]

I can't believe I just found your channel recently... Thank you so much

[@deanswartz5812]

Very helpful

[@Mama-pt7lm]

Thanks Jeff for those insights

[@tryolegend]

"Even though they haven't done much to get the windfall" Problem? The pandemic caused countries all over the world put restriction trucks, shippers. The truckers and shippers could not get their stuff delivered... Food stuff were damaged.. Deliveryman weren't able to travel because vaxx status, got non approved vaccines, quarantine, testing waiting for results until their goods went stale, weren't allowed to docked. Flights were constantly being cancelled and airlines were not allowed to fly. Their customers got shutdown(aka restaurants, catering, etc).. The supply chain was screwed up because of them. Not to mention thailand just tried changing the restriction with visitors over covid restrictions not long ago... As long as the govts keep disrupting with the system... the supply chain has to assume the risk that things can change anytime and factor in costs associated with such risks

[@gregb2]

turn up your audio please. It is very low for me

[@bigbadgjn]

The RBA is Australia blindly follows the Fed interest rate movements and has done for over 15 years. Rates are hurting people in Australia

[@mcjose5907]

Hi Jeff, will you have a look at your sound levels, in your videos I have to increase my PC core sound level in order to hear you and then reduce them again after your video is finished. Keep up the excellent work.

[@johnwilbourne9224]

Jeff is the only valid economist out there

[@ipeteagles]

thank you Jeff

[@elitara77]

Wouldn't falling dollar prompt inflation back up? If that's the case is there a possibility that the FED is trying to take that into account?

[@jerrymoriarty3319]

The export numbers dropped 2.6% in December because the Dollar has dropped from stratospheric levels on the FX Market as of late.

[@mrgreen1633]

Thanks Jeff .Enjoyed the research you played out for us.

[@AndrewLale]

You are so good at this stuff. Never thought I’d find economics interesting or understandable.

[@Guron90]

Stocks go up anyway.

[@HuiChyr]

Volume is kinda soft.

[@dumbcat]

here's a theory. in general, entities that sell products never lower their prices, unless they have to. once they figure out they can charge significantly more for their product they will keep prices high. perhaps the Fed is forcing demand destruction in order to force prices to come down, because it knows that even after supply problems have improved prices will not come down this time unless they are forced to come down

[@danielhutchinson6604]

Notice the Export pries decrease? The Producers appear to respond to economic incentives that drive overall prices down. Gas producers are counting on at least a $200 billion revenue gain from extorting European Consumers with LNG. The ability to sell some Loss Leaders that improves their prospects while it diminishes the suspicion that there is collusion between Producers and the US State Department? The Iraq invasion seemed to demonstrate a bit of an odor of another Gas War? They seem to be working on eliminating any image of Victoria Nuland as an Ambassador from Wall Street to the State Department......

[@jamesharrigan7063]

Food and housing is still high 10 % . Oil and energy are deflating , that’s the only reason for the 6.5 % CPI. Inflation is still here as oil energy could spike at any time

[@houseboatin]

NEED BETTER RECORDING VOLUME

[@bengray4293]

Cheers Jeff :)

[@jackryan2135]

getting hard to hear

[@kludgedude]

The fed has one job and that's to keep it

[@jenniferhahn7806]

Thank you Jeff. I see people piling into international stocks and I have held back for this reason. Its a slow motion disaster.

[@amanzella6508]

Argentina is roaring...on the ground it's worse than ever.

[@fredrodriguez177]

Short those international stocks. Make some cash on the way down.

[@TF-Times]

Regardless of what I think about the economy, I wouldn’t touch foreign stocks with a 10 foot pole right now. US is the only possible safety.

[@hill2750]

Thoughts on Campbell Harvey's soft landing call?

[@vincentchen4435]

Please increase your voice volume. Better to equip with a microphone - to make it easier in keeping the same enough good voice volume. Thanks.

[@TheMasterhomaster]

Isn’t the falling dollar why export prices fell???

[@jimmyolsenblues]

I listen to Jeff and still I come away with. Is this good for my IRA or bad for my IRA.

[@adaylateacoinshort]

increase recording volume by 25%

[@peters972]

You guys being so aware of impending doom, how on earth did portfolio shield fail so badly in 2022 from what I heard. Is it true? Please explain what went wrong. Otherwise all this is a bit of a waste of time right?

[@dwcola]

Jeffrey... I love your video's brother, but the volume on this one is lacking... I'm maxed out on volume and am struggling to hear... Beef up the audio my man! ;)

[@JasbirSingh-zj1fg]

If you're using a laptop or desktop, this is for you- You have two separate volume controls available. One of them is on the computer, the other is on the youtube video screen/player itself. Make sure that both are raised enough.

[@dwcola]

@@JasbirSingh-zj1fg Thx... Already did that. Both Vokumes maxed out.

[@lynnroberts40]

Your volume seems to be a little/

[@blipblap614]

18:40 Four charts in twenty seconds is too dense. There's barely enough time to read the axes, much less digest your markup, without tuning out the script.

[@jmarie1959]

Thank you Jeff! Take care everybody!

[@heldenby]

Jeff - need a little bit more volume of your KZbin's (for the sake of my tiny little laptop speakers). Dial it up - we want to hear you! 🙂

[@torjusekkje6264]

It's funny how you think it has nothing to do about ratehikes and the fed. Because it has.

[@lukewhiffen2602]

Would you mind explaining deglobalisation? Why it’s here and what it means.

[@fredrodriguez177]

So shorting the global shippers is a feasible option it sounds like. Maybe around February through June.

[@jaywhoisit4863]

So where does the dollar go from here?

[@artkidolee2162]

So who r these ppl who still think trade is red hot?

[@bradkendrick6759]

The true wizard of money & all of the instruments that make what true money is!!!

[@bradkendrick6759]

@@wagashimanju if you listened to Jeff, he never recommends anything. If you are chasing stock picks you're not really investing. Learn how money works and you build your own thesis!!! Stop blaming other people and do more learning...

[@jameslovering9158]

Can someone please summarise what Jeff said ? and what is the implication going forward as I just lost track of it all....

[@ayy2193]

18:00

[@jameslovering9158]

@@ayy2193 Here is my take out, the recession coming\here was backed in long ago not because of rate hikes, global trade is sinking. Also we were scrapping a recession before covid so things not been good for a long time. Stimulus created a short distortion ? My views, this with the rate cuts indicates double trouble ?

[@NotABot007]

STRAWBERRIES- 300% Inflation Rate Tomorrow

[@sesh7357]

Jerome Powell is not alone- See what the Indian Central Bank has got to say "If war simmers, interest rates may stay high"

[@SimonKelly7836]

Thanks bud for keeping us financially educated. Regardless of how bad it gets on the economy, I still make over $22,000 every single week.

[@pablosmith1747]

That’s awesome!!! I know nothing about investment and I’m keen on getting started. What are your strategies?

[@SimonKelly7836]

@@pablosmith1747 As a beginner investor, it’s essential for you to have a mentor to keep you accountable✍️. Myself I’m guided by Mrs Kristin Smith a widely known crypto consultant based in the US.

[@LisaRomero.]

I've never made 20% of my 15k worth of bit.coin once ever since I started hold from August.

[@Kokoben1]

investing with Mrs Kristin Smith is the best decision I made this year.

[@Tonyforeman659]

@@Kokoben1 Her concept is key in beating all odds to excel in this form of online commodity trading.

[@corncob_say]

y'all don't ever take into account in the spring things get busy.

[@svenkateswaran7516]

Meanwhile, Hang Seng only up 50% off the 52-week lows. Still avoiding buying the dips though, thanks Jeff. 😂

[@fel1979]

Those statistics are based on FOB value or CIF?

[@GiorgioHouse]

QUESTION: They say that the USA had around +3% (Yearly) GDP. If we consider a 6.5% Inflation does it means that for having a +3% real NET GDP the GDP should be around 9.5%?

[@philip1258]

With everything going on right now, the best decision to be on any creative man's heart is having a profitable investment strategy.

[@leither-truth4414]

Investing is the code for having a successful financial life, investing with the right expert would free you from modern financial slavery. Investing in crypto now is really cool especially with the current price in the market for now

[@damiansokratis6928]

Even with the current dip in the market I'm still glad can smile back at my portfolio of $32,500 built from my weekly trade, all thanks to my advisor fergus Waylen

[@roberternest4641]

I definitely agree this current DIP is a huge opportunity to buy the DIP and also high volatility to yield more profit for day traders

[@marshallbsanz2068]

@jo_se_ The fluctuations of the market only affect those that hodl coins, but traders makes money on both sides, when it's bearish they go short when it's bullish they go long... The best strategy to use in trading crypto is to trade with a professional, like Fergus waylen he understand the market quite well, that way maximum profits are guaranteed.

[@betheluktu7647]

I have also been trading with him and the profits are secured and over a 100% return on investment directly sent to your wallet. Lack of trade discipline is the primary reason for in day trade losses. It is estimated that nearly 80-85% of day traders end up losing money in the stock market

[@rookie7413]

We are preaching to the quire. We will never reach out to everyone.

[@Lawliet734]

"...preaching to the quire [choir]." That's one of the most surprising misspellings I've ever seen.

[@rookie7413]

​@@Lawliet734 no that is correct in US American English. And not the queens English.

[@Lawliet734]

@@rookie7413 According to Webster Dictionary, quire is the archaic spelling of choir, so it is an incorrect spelling today.

[@anefriend]

In the current circumstances, the video should have been titled "The markets are *un*prepared for the worst."

[@robertsteenholdt9152]

Louder please cant.hear you

[@markklatt1670]

Have they made enough of the working class poor yet so they can't benefit from the inflation they need?

[@First_Principals]

kzbin.info/www/bejne/emGxpZ6qpp2eoMU Does the WTO chart go further back than 2005?

[@davidanalyst671]

jeff says everything is about a recession at the end, but a recession caused by what? if global trade is going down then the recession is caused by political isolationism? so confused

[@Franklin-pc3xd]

So, my take is he's talking a bearish book as equities....one never really knows since he speaks forked tongue. Anyhow - it's all good, I'm bullish whatever he's bearish.

[@ayy2193]

That's the irony of it in markets , CPI down / rate cuts are supposed to be bullish for some reason. Even though it means spending is down, cycle is downsliding into economy being crushed , funny how it works

[@the1t49]

Thank you financial Jesus 🙏🙌 give that globe a spin 👍

[@how-am-i-not-myself]

Financial Miss Cleo.

[@jesperandersson889]

triflation

[@timm7128]

WOW look at that book on his table, the monetary history of the united states by Friedman...looks like he's using it as a bible or something lol

[@goldspan5666]

its the only book he has ever read