Rising Volatility To Give Stocks "A Lot Harder Ride" Ahead | Simon White, Bloomberg
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- Опубликовано: 8 июн 2024
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Stubbornly sticky inflation looks to be turning the Federal Reserve's campaign of Higher For Longer interest rates into "Higher For Even Longer"
Today's guest warns that "Markets are unprepared for price growth that is becoming entrenched".
Nor do they appear prepared for bond yields to remain at today's rates, let alone march higher from here.
Remember, it was only a few short months ago that the markets were pricing in 7 rate cuts in 2024. Now it's appearing they'll be lucky to get only 2 or 3. And who knows? They may not get any.
Does this mean financial asset prices need to adjust downward in some material way? And will the economy slow faster than expected from here?
Perhaps the recent weakness we've saw in stocks in April was Wall Street finally awakening to these potential ramifications.
For an analyst's perspective on the matter, we turn to Simon White, Macro Strategist at Bloomberg and co-founder of the investment-advisory firm Variant Perception.
#volatility #bullmarket #interestrates
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I am premium but never receive any notes? How does one get them?
Money is not meant to control people, rather it is meant to be put to work producing more money for you. You cannot build wealth without putting money in its rightful place.
People dont understand that the prices of things are never going back down. This inflation is deeper than we think. Those buying groceries are well aware that the real inflation is much over 10%. The increments dont match our income, yet certain investors still earn over $365,000 in stocks and assets. Wish I could accomplish that.
Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.
Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian.
Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things
Brian demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit
The talk about life at the end of session is the best part of the program - an inspiration for all.
Simon seem to be super intelligent and knowledgeable and humble!
Yes, please have Simon back in the 3rd quarter.
Comparing yourself to others is a fool’s errand and will make you unhappy in my experience. We’re all different and therefore we will all end up with different results.
I have a lot of family working in restaurants, retail, other parts of the private sector, in Florida and Texas. I don’t see any wage increases. I do see a lot of small businesses struggling. Very smart gentleman. Seems he’s being fed some lagging data. Anyone seeing the opposite?
I agree. I’m looking for some high price tickets items and both industries are struggling. they think we’re in a recession now.
perhaps, also lagging but I remember that BLS had real wage increase rate as a negative. (simply inflation was higher than wage increase).
I've watched as quite a few small businesses are closing their doors.
Tank you so much , brilliant interview, really enjoyed listening to Simon
Thank you bot, I really appreciate you both
Love the life advice at the end. Appreciate what you do Adam.
Maybe the government should stop spending like drunken sailors. The American dream is gone.
Amen. The tree of liberty.....
Great final thoughts, Simon and Adam.
Adam, love the new show! It would be nice to see someone compare today’s stock market to Weimar Germany.
I miss the "non monetary thing to invest in" question!
They've been saying this years yet here we are with stocks near all time highs!
It's easy for stock nominal values to be at all time highs when the currency is constantly devaluing 😂 ffs
depends on what stocks you are interested in
well, 40+% of stock market consists of tech & comm service stocks. big tech stocks is ATH. But Utility, health care, REIT stocks are still highly discounted
Appreciate this well spoken guest, but I got lost with the breadth discussion. At first I thought he was saying 🍞, and maybe something to do with commodities... then I thought maybe it was Brent 😅.
But anyway, Adam maybe you can do a show on how retail investors can hedge? Lance briefly mentioned I think a gold "short" etf but is there anything else?
Great guest. Thanks for making it more than just a money show, final thoughts i really agree ...expecting a lot all the time only disappoints
Adam, Simon and some of your other interviewees as well as Lance and the New Harbor gentlemen speak of hedging and it being “relatively cheap” currently. Can you give me one or more examples of what would be a relatively cheap hedge currently? I would not mind hearing more about how portfolio managers develop hedging strategies and specifically how they determine how much premium should be paid and how they assess the probability of benefit in relation to that premium.
Good question
Thank you very much...
I am premium paid subscriber but never receive any notes? How does one get them?
how does one know when most recent interview is live on RUclips?
Since I joined as paid I have not received any instructions of where to look ie RUclips,Substack etc etc
That Hindenburg count is wrong for sure, what does adapted parameters mean?
He looks like he's in a Star Trek transporter. "Beam me up Scotty . . . wait, I am Scotty!"
Let's go!.
I hope these guys keep pumping out this doom and gloom. I will be rich, as the stock market keep on it's red hot trend. . haha
4000th Kabillion interview about inflation interest rates and the fed.
Never an interview about cars, rvs, vacations, college costs, the art market and other economic issues that people actually deal with on a day to day basis.
That's not what this channel focuses on. Go to Lucky Lopez for cars.
I understand that reshoring & other factors will drive up prices on certain goods, but it defies all logic to say that inflation will persist. A lot of people didn't see wage increases & have already lost +30% of purchasing power since 2019. Why does nobody even mention the possibility that corporations will simply need to lower their profit margins to historical norms? We've seen the charts of corporate profits... something has got to give & the vast majority of the country is already bled dry.
Thank you Adam.
I’m betting you hit 100k subs (again) by
the 4th of July.
🇺🇸🎆
fertilizers are tied to oil - i learned this recently. a lot of them are like oil-derived
I think Lance Robert and Michael will be right on the treasuries .I have heard exactly the same argument with this gentleman from many others .Want to hear something new on the bear views on the U.S. treasuries
Economic investigator Frank G Melbourne Australia is following this informative content cheers Frank 😊
Hi Adam, could you at some point interview Jeff Snider? I think your interviewing style makes it a lot easier for people to understand Jeff's message. He can be a bit overwhelming in his monologues and a bit too boring and repetitive with steve, I think with you it would be the goldi locks situation and juuuuuusstt right.
If you follow Jeff and Steven, you must be a glutton for punishment!
@@kealgu just jeff but he has steve on once a week and that guy is just annoying
I have to disagree that there's no link to inflation 4 Gold when they've been trying to debase the currency by 2% per year. The currency is going through a death by a Thousand Cuts slowly so nobody can see it but yet gold ever since it's been detached from the dollar has been going up which means it actually has an immediate correlation to the strength of the dollar just look at the history of gold chart
1st, 6 May 2024
Still so many bearish investors .Most of your guests are very bearish with the stock market ,which is the best indicator for a bull market .
Market will go up between 1/2 to 1% per day until the year end ;) not financial advice lol
Please explain
I guess the S&P500 will be $10,000 in a couple years. At this rate it’s all a game to see how quickly we can hyper inflate.
Why is Adam so obsessed with the job numbers?!
The vast majority of your guests must have misunderstood something important to have missed the current bull market .
Biden has no clue, Trump has no clue. We are all screwed.
How about we just hold the government more accountable for giving us correct dating quit cherry picking the data to make it look good people want to know the worst case scenario you plan for the worst and hope for the best
1970😂
If we don’t receive any consequences this time around for the irresponsible fiscal and monetary policy then this nonsense will continue. At some point there will no longer be any control. Let recession happen!
NVDA🚀🚀🚀🌙
Don't be so sure. I thought the same about zoom and Spotify. They go up until they crash badly!
@@Jalleur14325yeah everything about how the rich is acting is telling me that this correction is going to be nasty I don’t want my money in there right now it is best to wait until the crash
Bonds are dead money buy gold
he is too vague, not clearly expressing himself, hard to understand his accent