Debt Crisis, Inflation's Steal, & Bitcoin's Promise:
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- Опубликовано: 23 июл 2024
- #macros #Bitcoin #Inflation #DebtCrisis #SilentThief #WinnerTakesMost $NVDA #Housing
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DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions.
0:00 Introduction
1:49 New Debt Creation is Staggering - Want FIAT?
3:42 Post C19 - Debt to GDP into High Gear
4:32 More Bills, More Money… Make it Rain!
35% of Taxes Pay Debt - Why Bother Charge!!!
5:38 Danger of Stagflation & Extreme Household Debt
6:39 US Housing Most Expensive in History
7:41 Crisis Time w Fiscal Stimulus
8:31 Record 10T Maturing in 1 Year at 5%
9:08 Copper Mooning Illustrates Dollar Debasing
10:06 US Govt is Buying GDP…. Window Dressing
10:53 Like Labor #’s = GDP #’s - Downward Revisions
12:07 PCE Drops Stalling Out - PCE YOY Yellow
12:34 PCE 6 Mth Alarm Bells
13:11 Eurozone Inflation in May - Not Making the Cut
13:59 Most of Eurozone Above 2% Target
14:25 3 Companies - $10 TRILLION
15:43 Enormous 8 Take All
16:24 PS Ratios - Tesla 2nd Best
16:45 Lowest Ever Investment Grade Spread
17:35 Chip vs Chip - NVDA vs INTC - Winner Takes All!
18:16 NVDA Revenue Growth Slowing
18:55 Elon Still Not Paid - 7 yrs In
19:04 Median CEO Comp on the Rise
19:35 Market Share of QR Code Payments
20:19 Paypal Payments Moving to Blockchain
20:53 Vietnam Top Dog for China
21:18 US Oil Exports Helping Dollar
22:02 How Inflation Steals Your Life’s Work - Literally!
24:50 BTC Fixes This Issue 
Наука
Great video, the how inflation steals your life's work was incredibly insightful. Thank you James
Glad you enjoyed it!
@@InvestAnswers hey what would you suggest for someone with $32K to maximize profits? am I too late? wasted time in matic sadly
You are a machine.!! Thanks for all the great content, learning so much, bless you.
So nice of you. Bless you too
No hate but the more vids, the greater the YT revenue so there is a strong incentive to pump out content. That said, I am not taking away the quality of the content 👍🏼
2 topics I love the most from your channel. 1) Sol and Sol Alts 2) Macro Economy 😊
Great info...I need to send this to my 86 yr old mom. She is a whole coiner thanks to me and you!
"This is a chart of federal toilet paper". Lol, well done sir 👏
Awe good I need some paper
it is agonizing to see that over here in Europe most people are still unaware of the FIAT disaster which is not much different from the situation in the US....the numbers are there for everyone to see, but the news are full of other stuff
Enjoyed your spot on Rauls podcast. Thank you for the insights, as always.
Where can I hear the episode?
This is why we BTC - thank you for the stark reminder, James. Think I need to buy some more actually…
Brutal update James! If only...more people would be aware of the macro situation....
BTW...last week you mentioned that retail is still not 'in' (btc).
I think retail won't get in at all this cycle. Due to the simple fact that retail is getting poorer every single day, and just can't afford investing anymore.
In the words of Private Frazer from Dad’s Army….”We’re doomed!”. 😂
things have to change, that is a certainty
Really enjoying Patreon and your shows but I need to pick a hole in your Big Mac price increases illustrating rampant inflation. For the past 24 years the annual average has been ~4.25% and since 2020 ~4.6%. Still high but it has been consistently high for decades. Bored waiting for a train. Keep up the great work 💪
1000% it’s intentional James.
Thank you James for the much-loved much needed enlightening entertainment from NV usa, great to be in patron with all the Uber alpha chasers
Our pleasure!
Thanks James...Brilliant as always. I love how you shed light on what's really going on..
Patreon member here. Thank you for the relentless alpha! Presenting financial truth in data format is a service!
Where are you from?
$387,000 for an average house sounds dirt cheap compared to what it is in Canada. We must be at least double that. It’s out of control.
In Ontario it's even worse. And if u wanna work within the city it's at least 6 to 700k. They call 2 garage homes over 1m affordable which is crazy.
Just hold onto that bitcoin and wait for the system to implode, which will likely happen much soon than you think.
Something tells me that bitcoin holders will be offered tremendous discounts when paying in bitcoin.
Cheap compared to the Netherlands as well. That’s the price of an apartment here. Not a house. At least in the populous areas.
Ditto for australia. UK is nuts too
Greed + paper money = poverty, slavery, war.
Thanks for all you do James.. Top man 👍🏼
No problem 👍 Cheers
Thank you, James! Amazing content as always!
Much appreciated James and IA community!
Thank you James and team ❤
I’ve been saying for 30+ years we are living in an unstable world , and you’re absolutely right nobody cares about inflation, it’s just what we can have now the big C was a perfect example it was everyone for themselves stacking goods like no tomorrow no matter the cost, we’re playing into WEF and government plans everyday. Let’s all get smarter 🌟
More macro! this thoughtful study is the basis of where we are headed. thank you
Thanks James. Enjoy some of the weekend. I know you work daily. 😊
Don’t even look at the median house price in Australia. Your jaw will hit the ground 😂
i saw, i saw Data from Sydney... HOLY CRAP most exp RE on EARTH
Same in NZ
Australia is farked, it's so depressing.
Fun fact looking at a bloke of land in Perth north next release up $40k on last release 😮
And that’s just the land then put the builder’s margin on that
Thank you so much James - appreciate you!
👍🏻Thank you very much James! Enough to think about .. 👍🏻
Excellent
i totally ignore any government data since I know its all complete baloney! Thank you for pointing this out once again! Your videos are the best. I look forward to my daily dose of Invest Answers!
Thanks for this video!
Thanks James.
Thanks James ❤
James, thank you very much.
Thank you for your high quality content
Love these video James! Keep these coming weeklu
Great show my friend ! Thank you !!
Thanks James ☝️
So interesting, thankyou for another great video!
Thanks james for all the nuggets of information you get for usl
My pleasure!
Hi James, Absolutely love your vids! You and Raoul Pal are my fav macro guys. Thanks for sharing your knowledge.
awesome, thanks for sharing
That’s a whole lot of knowledge. Thanks
Appreciate the info, James.
Thank you Sir!!
I lost money in ARKK a couple years ago when markets took a huge dip. Tech didn’t do well in these kind of markets So, I did own individual Tesla stocks but sold it when I realized consumers were hurting. I will get back in eventually because it is more than cars. But for right now, people see it as a car company and perception plays a big role.
Simply The Best ❤
Good work James 🤙
Thank you James
I only watch James and Camel Finance for total TA across the board .
Thanks again 👍🏻
No problem 👍
Just brilliant thank you James
Inflation is a crime
It is the fundamental injustice of our society and the reason Bitcoin was invented.
Then understand how to remove yourself from the CONTRACT that involves Government.
Thanks james
Thx James
Thanks Bloke !!
James is giving us a gift that will change our lives.
I especially enjoy the macro vids - Charts showing the effects of modern monetary policy can be so depressing lol
Been waiting all day to watch this 😍
What hopes can a young family with a child have to buy a castle under current macro circumstances 😢 I make just over 6 figures a year and still struggle to get approved because of how Fucken expensive houses are 😡. Not too mention this market manipulation by institutions I’m so fed up… I just want this bull run to be over to sell all my BTC SOL and TESLA
Your videos have been extremely helpful Ben!
Thank you so much for your time and help understanding the cryptoverse
i am not ben
@@InvestAnswers I apologize James 🙏
As I was typing my comment to Ben while watching his video it ended and went right to your latest video which I watch daily. Thank you for your time and valued info as I know you put so much into it. You put me on to countless gems like microstrategy and crypto miners which have been some of my best investments to date! Without people like you I would have given up on investing in my future.
@@caseyjones5704 awesome stuff. Well done, my friend. Thank you for the kind note.
Excellent like no other channel
Thanks James, nearly spat out my coffee when I seen the inflation rate!! This is why we bitcoin 🙏
Boom! 💥
3:26 so great imitation 😆
thanks JAmes
Thank You...
You're welcome
Thank you for all the great charts
Glad you like them!
Great informative video as usual. Out of interest, I am here in France and the Government is constantly saying how well we are doing in Europe, leading the pack, with inflation at apparently 4-5 percent. In reality, it is probably closer to 20 percent.
Fuel prices have stabalised in the last 3/4 months, but food hasn't with prices going up each week. Electricity prices continue to go up. Last year the Government had to do two increases to the Minimum wage, instead of just one, and they also issued two energy cheques instead of the usual one to the low paid.
House prices are stable or continuing to rise, butthis is just because there is a lack of new properties coming onto the market, so prices are artificially kept higher.
I like that intro into the content....then the logo. You should go with that from now on.
Grazie
Thumbnails are getting better!
Wow.... not that anything in there is surprising....
Thank you James
Love the new thumbnail
Good channel i subscribed
Re copper, I do agree on the effect of the currency creation, but there's also increase in difficulty of extraction as the quality of accessible ores has Been falling and the increased industrial demand for copper due to electrification and other high tech industries
so true
Copper is the canary in the coal-mine.
Perfect storm of badness!!!😂
After seeing the inflation chart Im glad i never saved any money as a young person lol. Im even more glad I've found this channel and made it into the patreon! Thank you James for all your hard work and your help!
Welcome aboard!
Great show sir. Was the slide reg Vietnam not about which countries invest in Vietnam?
Its fine, everything is fine....
I'm a subcriber who watches you, AND I saw you on Journeyman with R.P... Thanks! This is probably one of the 3 most profound Crypto vids I've seen his year! I have one question: So I am very grateful to finally see discussion of the perpetual BTC bid idea! Relatedly then: if ALT Coin season starts with BTC dominance dropping to around 40%... How does BTC dominance get that low, even with massive retail FOMO into the space in a scenario where institutional and sovereign demand for BTC is both ongoing and has a huge head start ?
Like Michael Saylor says... "People; who hold fiat; as a store of value; we call them poor."
dude, you are scaring me with all the change of the world stuff
Great video James. Wondering, is that Chinese QR code a quiet way of implementing a CBDC?
James, where do we allocate our capital to when the current bull run is over, and we possibly enter a bear run.
Do we keep it as cash? Considering the fast debasement of the dollar. Do we buy real estate? Tsla stock? Btc?
This is awesome for rich folks!
Is there a way to know which months in 2020 was the 11 trillion in debt added?
How about showing the multi-family home deliquency rates compared to 2008/2009.
I really really wonder if btc will fix this if things collapse. Most people I know have no clue what’s going on and very limited financial education.
I would like to see an XL chart of a gross of DCA say like $10 a day and the percentages that each previous day has for a month on each of those $10 purchases that would be pretty cool. For bitcoin.
You do an incredible job, but make no mistake when all of these bubbles burst Bitcoin will get hammered along with practically every other asset. That's when I'll buy more.
Remember, perhaps they will be no bubble bursting. It’ll just be infinite money printing that’s what you have to be cognizant of.
If they cut rates would that uninvert the yield curve bringing a crash to markets like in 2000 and 2008???
Hi James
Hey 👋
It’s always easier to spend other people’s money.
“I don’t know what the reason is”…. Might have something to do with owning nothing and being so very happy.
Exactly 👍
according to your chart James, it looks like $22 T was added, not just $11T since line is three times as high
11T since 2020
Why are these videos always slightly blurry even on 1080p?
What about Switzerland?
I found this video disturbing, enlightening and awakening. Well done!
Glad you enjoyed it!
How would a reset work? I’ve always wondered how that would play out in real life. Seems extremely unlikely, but still interesting to ponder.
Same way it did with Bretton woods. The war and devastation comes first
This is a question I asked 2 years ago James, US debt and is the de-dollarisation escalating (no one believed it back then but they weren’t looking at the Russia sanctions, which escalated the demise of the US. So you’re saying, stay the course within crypto?
Regarding to energy inflation: in poland they r raising prices soon in summer. In all europe prices will go up very soon thx to esg.
I'd have thought some reason for not printing the tax burden is something to do with the fact that would effectively mean everyone "pays/not pays" the same tax and currently applying the tax burden to different demographics is used as a political tool. That and probably a lot of politicians just don't understand economics enough, and also because it would be a very hard sell, too good to be true etc so politically a huge risk.
Paranoic, to think that BTC is being played in the same way Gold has been played over the years by the US Banks, be interesting to see if we are still in this same range by October
Theoretically, BTC should do well when macros are bad, however, it seems to be highly correlated ie it goes down, probably more than other assets, whenever there’s bad news around macros. Over the longterm, it should however align with the theory.