Stock Rally to Accelerate Before Next Great Recession This Year with Henrik Zeberg

[@WTFinancepodcast]

Happy New Year Everyone! Hope you were able to have some time off with loved ones over the past few weeks. Welcome back to the channel and thanks for trusting us with your time. As you may have already noticed (and will continue to notice), we have made a few changes to the channel in order to try and continue to incrementally improve and provide as great a Finance podcast as possible. There may be a few slight teething issues, so please bear with us during this process! A few changes we plan on making/have made - - New recording platform to increase quality of video (Streamyard symbol will be gone next week) - Only 1 interview a week to focus on making sure each interview is the highest quality - New thumbnails with my lovely face on it (no feedback needed on my face please) - New logo in the works - Consistent shorts & clips from podcast (shorts on this channel, clips on WTFinance Snippets) - More things I forgot… (please remind me) I am very much looking for any feedback or constructive criticism, so please share below in the comments about your thoughts on the most recent changes and what else we could do to improve. Thank you so much and I very much appreciate all of the support throughout 2023 and prior. It was our best year yet and I hope we can continue to be one of the shows you choose to watch. Anthony

[@HectorYague]

What business cycle? The pandemic and endless fiscal support broke any type of organic cyclicality in the business "cycle". We continue juicing up the economy at a bipartisan 7% deficit to GDP in times of prosperity. That will go 10%+ if we smell any hint of recession. Forget about all your cycles and leading indicators... this is not an organic market with organic price discovery anymore.

[@koltoncrane3099]

Hector Yes, this isn’t an organic market with price discovery. Even the 1920s wasn’t a real organic market as there was a private fed and banks doing large credit creation. Clearly today is different but even a century ago it wasn’t an organic market. Yes they can continue to spend but listen to lacy hunt. Because government spending is debt created for deficit spending it’s deflationary in the long run so the government must spend more to over come the deflationary effects of large debts. Once debt to gdp is over 80% or whatever eventually every dollar the government spends leads to less then a dollar in gdp. So it doesn’t seem sustainable long term to continue to get more in debt forever especially if the BRICs etc start to slowly dedollarize or do major economic deals in local currencies. The only way out is for them to switch to actual modern monetary theory like Abraham Lincoln did and just print money without debt. I think lacy hunt talked about that if they change the system and print money without debt having to be paid back then we really could have inflation and not worry about deflation. But ya it sounds like either we’re going to eventually get deflation or the U.S. will get in so much debt other countries will stop storing savings in US bonds. Or they could switch to actual MMT.

[@HectorYague]

@@koltoncrane3099 Actually, Lacy Hunt says that debt is deflationary ONLY if it absorved by the private/foreign sector, meaning that it s not monetized by the central bank in which case it is very much inflationary via currency devaluation. Again, I encourage you to revisit Mr. Hunt's conclusions on the effects of central bank monetized debt. To be honest, I dont see any endgame out of this mess other than full financial repression as described by Russel Nappier.

[@DJRS2178]

Hector, get back to your tomato patch.

[@marksnyder4102]

Yes indeed

[@DissonantCat]

So he's saying: 1. Melt up over the spring 2. Deflationary bust in the summer 3. Stagflation to follow Is that right?

[@dazedhavoc]

You can’t use logic and reasoning with a managed market.

[@user-nu9zv9bq3n]

I get your reasoning. But maybe they managed it so 'poorly' that people like Henrick Zeberg & Simon Hunt know exactly how it will unfold because the numbers speak for themselves. Idk maybe.

[@gianfrancobergagna4024]

Especially when central banks are in charge for the mass we’re in!!!😅

[@writetravis]

Love to hear his earlier forecasts just to compare. Also everyone I s saying recession in or around June so there is no way that time-line works.

[@boombustinvest]

Fundamentally though... in short... if we see stock earnings start to trend down + unemployment trend up... this is when we could see a recession and associated decline in stock markets. We need to see both of these things before a recession is possible.

[@WTFinancepodcast]

It does seem to be starting, but they normally go hand-in-hand (companies lay off people to try and pick up earnings after a bad quarter)

[@RaulNair]

So per my understanding, there can be a strong move upside around april may...and then the recession starts ! So for the crypto market will this move be called as the big bull run that everyones talking about? Also what happens next after recession....when do we recover?

[@dannieduplessis2432]

I have lost count in the last 3 years of doom & gloom and crashes like no other in the history of man blah blah blah and yet it keeps on going...beit kicking the can down the road or other wise... The fed will never allow a crash in the US / Global or in any other way as they can digitally print their way out of it now by mandate. What scares me is that i felt the same way as i do now just before the GFC.

[@johnriad5184]

Eventually it will happen once the FOMO tops. Once we hit all time highs again and again it will be time to do the opposite.

[@dannieduplessis2432]

@@johnriad5184 Im 60 and i thought i saw it all before the GFC...its still in the back of my mind when i place a trade...there are approximately 40% of traders now that never experienced the GFC... The EU & Americas have finished its organic growth period lets say around 2006, now both areas of the world are like the mobile phone market, saturated & will always be in deficit...South East Asia is where the EU & the Americas were within the industrialised era...so they have another 200 years lets say of growth to go...nobody apart from Druckenmiller is smart enough to talk about the Debt which is secondary to "DEMOGRAPHICS"...that i believe is the slow swimming BLACK SWAN.

[@sabanazeer926]

Yass! Was waiting for this one. Henrik does very few interviews and always love his analysis on Twitter

[@larrytilley604]

Need to put some links in the comments.. Thanks

[@randolphr5074]

The only person wrong more then Harvey Dent

[@WTFinancepodcast]

Thanks for the comment. What do you think will happen in the markets this year?

[@G_Ellis606]

@@WTFinancepodcast Stagflation...

[@sebastianburnaz6760]

Thank you!

[@WTFinancepodcast]

Thank you very much for your support!

[@John-qu7ij]

Thank you, this guy is awesome Love his research results and predictions with timeline

[@WTFinancepodcast]

Thank you, appreciate the kind words. We will watch and see whether Henrik is correct in the coming months

[@John-qu7ij]

@@WTFinancepodcast yes of course no one has crystal ball or anything but I am also leaning in same direction with him. We will see. Best of luck to you and happy new year!

[@jamescole3152]

Yeah I think you are right.

[@nailz4325]

Henrik, nice living room bro

[@vidsrk]

Everything is in his model... where's the model. You sound like Dave Hunter, identical wording also lol.

[@dialy1]

Such an obvious copy cat. The interviewer has to know. Why does he not confront him?

[@ディアラン]

The interviewer could have asked: What drives the coming melt up? What drives the coming bust? It’s important to steer the conversation, otherwise too much repetition and blabla.

[@WTFinancepodcast]

Thanks for the feedback, will make sure to focus on the why in future.

[@kirilgotzkov2654]

The “ crash ( stock ) market” is grossly distorted. Negative growth is placated as 1% growth and so on. This time, it is going to be monstrous tsunami. Roman Empire 380 AD - 462 AD ending , except these 82 years lag period are compressed due to the technological development to 10-15 years maximum.

[@yinzburgher]

Maybe i missed it....but for next time it might be a good idea to ask him what is the likelihood that he and his mystery models and indicators are incorrect.

[@michaelb4546]

That would be a hell of a blow off top

[@gianfrancobergagna4024]

Sogna amico!

[@nickkacures2304]

New jobs numbers are disagreeing with your Narrative 😮or at least your timing ( maybe)😊

[@istvanpraha]

How, in which way? High original # even though they have gotten revised hard down for 12 months in the past 12 months? Or the loss in full time jobs?

[@nickkacures2304]

@@istvanpraha Yeah I know the saying is 15 million jobs were created and I got seven of them 🤣😂🤣but in all fairness there were so many age 60 plus baby boomers retiring during Covid (10,000) a day that we do have a skilled worker shortage of epic proportions. I work in construction and every contractor large and small is looking for skilled workers and the medical field is also in great shortage so these numbers are quite Real and will keep growing

[@mark-204]

How can you believe the FED when they fudge all the numbers.

[@edricheson]

What will be sad is that all of you have been warned for years and you just wont believe it or you think you can outsmart it somehow. It will happen and if you do not start buying the things you really need, then you will be in a very desperate position. DAMIT MAN!!! RUN AND GET THAT STUFF THAT YOU CAN. Get ready to get out of town and find a place in the mountains or countryside. Look up three days of

[@TeslaEVolution]

ALL L E Is are screaming recession + so this is MADNESS.

[@WTFinancepodcast]

Do you believe there will be a recession soon?