The Fed's Dovish Hold & The 2024 Rally | Ben Laidler

In this episode, we dive deep into the complexities of the 2024 financial market with James Connor and Ben Laidler, Global Market Strategist at eToro, in this must-watch episode of Wealthion.
From the Federal Reserve's latest moves to the surging debate over Bitcoin vs. traditional gold, Ben provides unparalleled insights into what these developments mean for your investments. Discover the hidden drivers behind the US economy's surprising resilience, the role of interest rate cuts in fueling market rallies, and how digital currencies are reshaping investment portfolios. Whether you're an experienced investor or just starting, this episode will equip you with the knowledge to make informed decisions in an ever-changing economic landscape.
TIMESTAMPS:
0:00 Introduction
1:44 Market Worries and Concentration Risks
2:53 Fed's Decision and Impact on Markets
4:25 The Strength of the US Economy
6:27 Recession Predictions: Hard Landing or No Landing?
8:37 Europe and UK Economic Outlook
10:22 Real Estate and Inflation in the UK
12:17 Recession in Germany and Europe's Economic Challenges
14:35 China's Economic Slowdown and Global Impact
17:25 Bitcoin and Digital Assets Analysis
20:43 Gold as an Investment in the Current Economy
24:26 Diversification: Bitcoin vs. Gold
25:32 Risks to the Bull Market Thesis
27:21 Closing Thoughts
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At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance.
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There’s no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead?
Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis.
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
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[@Wealthion]

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[@nellosnook4454]

Great discussion! 👍

[@Wealthion]

Thanks for the feedback! What do you want to hear about in an upcoming episode?

[@joeysocks5718]

However, Gen-Z in China are buying gold beans, and central banks are buying record amounts. BTC is a string of digits on a ledger. No intrinsic value

[@BloorStreetCapital]

It's Jimmy Connor, thanks for the comment! Nothing better than gold in the hand!

[@jmd448]

Gold is just a rock, no intrinsic value. Bitcoin is a public ledger that allows public independent verification of transactions, so much functionality.

[@mattanderson6672]

Thank you

[@boggy7665]

China has made clear that foreigners aren't welcome. Equity valuations may be attractive, but consider the possibility the gov't will confiscate foreign shares.

[@BloorStreetCapital]

It's Jimmy Connor, thanks for the comment! I agree, too much political and economic risk.

[@richardklein9568]

It seems simple to me if BTC is predominately held by retail and who always ends up holding the bag? obviously retail. Who always wins? Banks. Who is buying Gold? Banks. Well there you have very simple indeed.

[@BloorStreetCapital]

It's Jimmy Connor, thanks for the comment Richard! I agree, retail investors always get screwed.

[@dionilopez3248]

Congrats. Nice info

[@jamesjarvis3095]

why would they cut rates if the economy is booming 😂

[@nellosnook4454]

1. Because Joe Biden wants to be re-elected. 2. Because two months before the 2024 presidential election, at the Democrat National Convention in August, Joe Biden wants to declare that both inflation & interest rates are coming down. 3. Because EVERYTHING is political now.

[@BloorStreetCapital]

It's Jimmy Connor, thanks for the comment James and great point! If they start cutting it's not a good sign.

[@mygoodnessorganics4302]

You heard it here first, from the guy who benefits most from continuing over-bought conditions "the yield curve may have lost, THIS ONE TIME, its unfailing ability to see recessions " (he even sniggers while saying it). Wealthion is scraping the barrel with this kat

[@scotthodor4292]

Totally agree.

[@BloorStreetCapital]

It's Jimmy Connor, thanks for the comment and for taking the time to view our content!

[@jamesjarvis3095]

weren't the US already in a recession? they just changed the definition. if thats the case there will never be a recession in the world ever. Welcome to newspeak 😂

[@nellosnook4454]

I agree with you. 👍

[@BloorStreetCapital]

It's Jimmy Connor, thanks for the comment James! Yes, governments always change the meaning or definition so it aligns with their narrative.