Wall Street's Addiction to Debt (w/ William Cohan)

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  • Опубликовано: 3 янв 2025

Комментарии • 166

  • @RealVisionFinance
    @RealVisionFinance  5 лет назад +2

    Get Real Vision Premium for only $1 for 30 days here: rvtv.io/Dollar30YT
    No more waiting for the content to make it here weeks or even months after it was shot and no missing out on insights and information that move markets. Better yet.... No advertisements! Join today!

  • @sawtoothbygeorge
    @sawtoothbygeorge 5 лет назад +39

    It appears to me, financially responsible people are punished the most. Do you understand what I mean?

    • @andybunn6096
      @andybunn6096 5 лет назад +6

      Yes. Personally understood.

    • @sawtoothbygeorge
      @sawtoothbygeorge 5 лет назад +3

      @@andybunn6096 At least I know there is one person out there who understands. thanks

    • @jeffmensch
      @jeffmensch 4 года назад +2

      @sawtooth bygeorge Make that two people. The responsible ones are taxed to provide handouts to the irresponsible. Governments get voted in by pandering to the uninformed majority.

    • @nslcap
      @nslcap 4 года назад +1

      so you're saying the people buying tesla here at 780 aren't financially responsible, even when 250K cars arent being made in Shanghai? LOL... Truth

    • @Erikpdx
      @Erikpdx 4 года назад +1

      During the boom and bubble years yes, but during the busts they weather the storm and come out ahead

  • @donaldtrumpuncensored6728
    @donaldtrumpuncensored6728 4 года назад +22

    I talk like this to my friends and they all think that I am insane...

    • @tibsyy895
      @tibsyy895 4 года назад +3

      Me too! And they say am a permabear! 🤣 🤣

    • @oliverfujimori4625
      @oliverfujimori4625 4 года назад

      Probably the reason is that you are in a university. It blinds them to understand the real game behind so the system can keep running well.

    • @donaldtrumpuncensored6728
      @donaldtrumpuncensored6728 4 года назад

      @@oliverfujimori4625 Nope, some of my friends are Trump supporters and just believe everything he says about the US being the greatest economy in the world...

  • @adama7752
    @adama7752 4 года назад +13

    I like the ones without rants, and with data

  • @ruicmota
    @ruicmota 5 лет назад +16

    Our monetary system is based on debt. This wont end well

    • @Michael-qy1jz
      @Michael-qy1jz 4 года назад

      A debt based monetary system always has more debt than currency to pay it back and debt always compounds faster than income.

    • @GardenerEarthGuy
      @GardenerEarthGuy 4 года назад

      The herd will be given some type of incentive to never actually own anything, it's gone on as long as I've been on the planet.

  • @jessem8928
    @jessem8928 5 лет назад +18

    I blame the criminals at The Fed.

    • @bundleofperceptions1397
      @bundleofperceptions1397 5 лет назад

      And what do the criminals at the Fed do? They continue to overfeed the oligarchs by feeding Wall Street. When the Fed prints money, who do you think gets that money? Wall Street. Who is the Federal Reserve Bank of New York in partnership with? Wall Street. How can you blame one, but not the other?

    • @Erikpdx
      @Erikpdx 4 года назад

      Don't call them criminals unless you actually have some evidence to support it. Otherwise you're a bigger liar than they are

    • @Erikpdx
      @Erikpdx 4 года назад

      @@bundleofperceptions1397 the Fed isn't giving the money away. They exchange it for assets like treasury bonds or mortgage backed securities. The banks have to give up things of equal value, so they don't come out ahead. The value to the economy of this is now the banks are holding cash instead of bonds and loan obligations that they can lend back out again, which allows more people to take out lines of credit, buy homes, etc - which is how the economy grows and probably why you have a job

    • @jessem8928
      @jessem8928 4 года назад

      @@Erikpdx Why do I have to work for money when banks can "borrow" money at real negative rates?

    • @jessem8928
      @jessem8928 4 года назад

      @@Erikpdx There is an entire school of thought about the curroption of the Fed and hundreds of books detailing the scam, you should try reading one.

  • @LearnWithMike
    @LearnWithMike 5 лет назад +6

    Problem of Consumer debt is small comparing to crazy level of Debt of Corporations - another bubble like the one in 2008 is going to burst soon...

    • @LearnWithMike
      @LearnWithMike 4 года назад +1

      SpaghettiandSauce NO one know when it will burst but with any bubble they will eventually and if you think Corporate junk bond market is not a problem wake up buddy do your research

    • @marsmotion
      @marsmotion 4 года назад +1

      @@LearnWithMike half of all corps bbb and heading to junk....yes

    • @LearnWithMike
      @LearnWithMike 4 года назад +1

      marsmotion so true rating agencies have lowered their criteria allowing insurance and pension funds have more opportunities / choices to invest in

  • @davep6192
    @davep6192 5 лет назад +3

    Thumbs up right away. Saw this on the channel during debt week.

  • @jeffreybaker5407
    @jeffreybaker5407 5 лет назад +1

    Zero inflation, what????? Sickening, food prices up every year, smaller package sizes, etccc... but no inflation!!!! FU!!!!

  • @rd9102
    @rd9102 5 лет назад +6

    Best video i have seen on your channel yet. This guy is spot on in almost every way and i appreciate you publishing this video. The bubble is MASSIVE in the stock market, you need look no further then P/E's of the stock market both the market as a whole and individual stocks, ALMOST EVERYTHING is overpriced. There is no sanity.

  • @mthomann123
    @mthomann123 5 лет назад +4

    Spot on!!💞. Seems so obvious...but Nobody wants to acknowledge!

  • @ryanshaeffer103
    @ryanshaeffer103 5 лет назад +6

    In a room full of debters i will be the gold & bitcoin holder, no debt for me!

  • @fredflamer8191
    @fredflamer8191 4 года назад +2

    Things will remain status quo in America until other countries quit the U.S dollar en masse. When that will happen, I wish I knew!

    • @kirstinstrand6292
      @kirstinstrand6292 4 года назад

      Its alresdy happening; watch the EU, Germany, etc - all part of Western Civilization. No one trusts Trump. Who can blame them.

  • @dastardlyman
    @dastardlyman 4 года назад +2

    i like this guest. thank you real vision and thank you Ed Harrison for your time creating this video

  • @nicosmind3
    @nicosmind3 4 года назад +3

    Imagine praising Bernanke for buying up debt and pushing interest rates down, then lamenting the many debt bubbles and low interest rates, and saying "its not sustainable". Well shouldnt that praise be scorn? Replacing one crisis with another crisis doesnt sound great to me
    "and it never ends well"
    Well that just makes his praise of Bernanke even more confusing

    • @Erikpdx
      @Erikpdx 4 года назад

      Context matters

    • @nicosmind3
      @nicosmind3 4 года назад

      @@Erikpdx The debt bubble caused by low interest rates from Ben's low interest rates and open market operations do matter, thanks

    • @Erikpdx
      @Erikpdx 4 года назад

      @@nicosmind3 one was in a crisis. The response to the financial meltdown in 2008 wasn't a "debt bubble"
      "Open market manipulation"....lol, you're just smashing words together

  • @denmarkfidelio2962
    @denmarkfidelio2962 4 года назад +2

    BEST INTERVIEW IVE SEEN THIS YEAR!!!

  • @soedeshbechan55
    @soedeshbechan55 4 года назад +2

    Truth is ALWAYS best medicines. Even when it hurts.
    It prepares damages recovery. While lies tries to make damage chronic. Decadence get. Fed by LIES. Than negative spiraling.
    While aim is opposite.
    Respect causes RESPECT. Truth is expression of RESPECT.

  • @jasonjohnson6216
    @jasonjohnson6216 4 года назад +6

    This channel is starting to get on my nerves

  • @christopherbuckley7544
    @christopherbuckley7544 4 года назад

    FOR ALL YOUR VIDEOS : PUT THE COFFEE CUPS ON THE UPSTAGE SIDE!!!!! LOL!

  • @mrzack888
    @mrzack888 4 года назад

    forgive student loans. dont always rely on the central bank. It's fiscal spending and social safety nets that helps society.

  • @chrissalley9468
    @chrissalley9468 4 года назад

    The pain of this one crash will wipe away the 12 years of joy from watching the markets run up. It will be 25 years before America recovers whenever this happens

  • @davewilson3258
    @davewilson3258 5 лет назад +1

    That was one fabulous interview! Although I was a little disappointed Mr. Cohan wouldn't commit one way or another concerning precious metals.

  • @vlada881
    @vlada881 4 года назад

    You cant simply stop this policy of low interest rates. Credit is the growth driver, so without it world would have severe depression for decades and no one wants the pain and death.

  • @Nystromj1
    @Nystromj1 4 года назад +1

    We realize that Wall Street is addicted to debt! The real question is how long can they continue to pump the markets? My take is that this can go on awhile longer, because there is no plan B! They haven't figured out how to turn off the spigot, how to write off all that debt, or how to transition to 'real money'! I think they keep this going until they have a plan B, at least for themselves ...

  • @sujitroy8437
    @sujitroy8437 4 года назад +1

    Nice discussion. Honest, candid, simple and realistic. Liked Williams quote, 'no one is going to ring a bell announcing it's all downhill from here'.

  • @victorsperandeo3609
    @victorsperandeo3609 5 лет назад +1

    Well stated but the crash will be so bad that postponing this depression is the goal -no one wants to be at the helm when it occurs-hello Powell

  • @SaveManWoman
    @SaveManWoman 5 лет назад +4

    I have been listening to Real Vision I finally have to voice my opinion. Our family has lost on the markets due to the constant gloom. Yes at some point Real vision will have sheep’s to follow when the market tins to the down side. Overall Real Vision has unfortunately made me bearish in psyche. You have hurt me more than help me because of the bearish outlooks. Having said that. I might be the very indicator for market top. I’ll be skipping most economists with their views and simply let the market talk to me.

    • @kirstinstrand6292
      @kirstinstrand6292 4 года назад

      You are foolish to listen to only one channel. Learn to think for yourself and don't blame others. Take some responsibility for your laziness. If nothing else, Hedge and be prepared. Life is NEVER a one way street that constantly goes UP. Hopefully profits will exceed losses. This is a Challenging Market! Grow Up.

    • @SaveManWoman
      @SaveManWoman 4 года назад +1

      Kirstin Strand thank you, I agree. Please share some other channels I can look into. My point was exactly that I been too bearish.

  • @braden6992
    @braden6992 4 года назад +2

    Best interview ever!!!!

  • @mtjoeng
    @mtjoeng 5 лет назад +3

    Anyone from Wall Street gone to jail yet? Oh but wait, that is the actual problem.

    • @Erikpdx
      @Erikpdx 4 года назад

      For what, again?

  • @libertysprings2244
    @libertysprings2244 5 лет назад +1

    Fed will bail out the junk bond holders by buying them when market freezes. I dont bet on that personally as I own none, but just guessing.

  • @RealLifeFinance
    @RealLifeFinance 5 лет назад +1

    Love This Interview!!! So lets say their is a $1,000 high risk bond paying 5% or $50 a year. And all of a sudden 10% of these start defaulting. Well investors are gonna demand 15%...That Bond is now worth $330. So the bond market could see a 50%-70% slam. And since its a tens of trillion $$$ market....EVERYTHING CRASHES!

  • @tibsyy895
    @tibsyy895 4 года назад

    Millenials, we are Generation Rent! Rented home, rented car(fancy words: share economy...we don't need those things, right? ). The only thing we own is : student loans and credit card debt!

  • @Mondknall
    @Mondknall 5 лет назад +6

    In the years that those guys have preached the end of the world, I made enough gains in the stock market that the market could crash 80% and I still would not have lost money compared to when I got into the markets. That's what those guys fail to see. You stay outside, you won't earn any money and have to hope for a crash of which you never know when and if it comes.

  • @shizzle5150
    @shizzle5150 4 года назад

    Wow, see a lot of folks that disagree with him putting words in his mouth. Frankly I think he is spot on on the bonds especially concerning the interest rates going up. I'm thinking the Fed started to see the exact thing that he explained... With so many bonds it doesn't take much of a rate increase to do a lot of damage.
    Also think he is fair to call out Trump that you can't have it both ways. A lot of folks don't seem to want to hear that but it doesn't make it any less a valid point.

  • @cv-edf1023
    @cv-edf1023 3 года назад

    So how does he like it now?

  • @victorsperandeo3609
    @victorsperandeo3609 5 лет назад +1

    Getting reelected is the way of the world

  • @TheJrole
    @TheJrole 4 года назад +3

    This guy is WAY too focused on Trump. Trump isn't relevant to this. The fed was going to stop hiking no matter what.

  • @Arthur-Silva
    @Arthur-Silva 4 года назад +2

    I didn’t know Willian Cohan was Brendan Schaub’s dad!

  • @vanveen8472
    @vanveen8472 5 лет назад +1

    mandate to keep interest rates low, I guess if you call 10% low, I don't

  • @bryanh8292
    @bryanh8292 4 года назад +2

    The “equity market isn’t over priced” are you for real HAHA?? It’s the same as the bond market or worse, record buybacks by corporations taking out debt to finance it has been the primary driver of these high prices

    • @keithsherri9096
      @keithsherri9096 4 года назад

      He didn't say the weren't over priced. He said they may be but they don't have debt.

  • @TheLastBabyBoomer
    @TheLastBabyBoomer 4 года назад

    What the Fed can do is continue QE but in a slightly different way. How about QE by paying off all the mortgages in the nation, making your general population instantly wealthy landowners, QE to pay off all student debt, instantly giving the next generation the ability to spend the money that they are no longer burdened with as student loan payments. It's a win win for the banks receiving the money and a win win for students and win win for their parents and all while improving the economy.

  • @AbuSous2000PR
    @AbuSous2000PR 4 года назад

    What a master piece... The devil always starts in the debt market

  • @guillemodred3938
    @guillemodred3938 5 лет назад +5

    I like this guy!

  • @Lb-dj7tc
    @Lb-dj7tc 5 лет назад +5

    Bernie 2020

  • @robertpaulson6388
    @robertpaulson6388 5 лет назад

    EROEI
    Energy returned on energy invested
    As EROEI decreases and it is we find ourselves in a death spiral. No amount of money can reverse it and there will be NO REPAYMENT OF DEBT.

  • @jon782
    @jon782 5 лет назад +1

    sounds like a mild case of trump derangement syndrome. Everyone knows trump talks up everything. No one would expect anyone in such a position to say anything negative or even neutral. And there was a boost in GDP growth in the first 2 years of him in office. The type of situation was in need to be slowly and gently eased out of. If i remember correctly trump was complaining about what Powell was doing from the beginning he kept going though until i think he got scared and felt like he went to far because there was a significant dip in the market.

    • @jen_nice2059
      @jen_nice2059 5 лет назад

      jon b yeah but real growth is slow. Businesses have slowed hiring, layoffs, not to mention the massive pile of corporate debt accumulating rapidly.

  • @jeffreybaker5407
    @jeffreybaker5407 5 лет назад +2

    And who got traders addicted to morphin? Bernanke fool!!!!

    • @SaveManWoman
      @SaveManWoman 5 лет назад

      jeffrey baker the whole banking system by design is to have full control of humanity as slaves.

  • @forrestolney6836
    @forrestolney6836 5 лет назад

    TSLA, COSTCO, SILVER, APPLE, 3M.

  • @lincbass9579
    @lincbass9579 4 года назад

    Peter Schiff agrees

  • @randyosborne310
    @randyosborne310 4 года назад

    He's no Dan Zwirn.

  • @jeffreybaker5407
    @jeffreybaker5407 5 лет назад +1

    Hypocrite, contradicts himself repeatedly!!!!

  • @kieronmckay4276
    @kieronmckay4276 4 года назад

    no foam on the runway hahah

  • @gl9139
    @gl9139 5 лет назад

    With a dysfunctional legislative body, there’s only so much money policy could support this economy. Of course, it doesn’t hurt the Fed to support their own elitists with low rates and repo.

  • @kendreamer6376
    @kendreamer6376 5 лет назад +2

    I've been waiting at the seat of my pants now for this thing to buckle and collapse. I want my crash and I want it now. I'm positioned for the crash. It needs to happen now.

  • @ggegguri
    @ggegguri 5 лет назад +3

    This has been a most uninformative rant against the credit market that even Ed could not salvage. RV should have discarded this interview.

  • @tg8603
    @tg8603 5 лет назад +1

    Time to get your finances in order and burst this bubble. Bernie 2020 to end the wars and get us through this crisis.

    • @artificiallyintelligent8309
      @artificiallyintelligent8309 5 лет назад +1

      Sure let’s quadruple down and drop an MMT bomb on a house on fire. Hooray for QE infinity.

    • @kirstinstrand6292
      @kirstinstrand6292 4 года назад

      I doubt that will allow Bernie to get the Nomination. (based on what I've heard and read).

  • @stephanmarcus448
    @stephanmarcus448 4 года назад

    An ever increasing fraction of income is going to the investor class, which lead to a savings glut, which drives down yields, which leads to excessive risk taking.
    An ever decreasing fraction of income is going to the working classes, which drives down consumer demand, which decreases the profitability of investment in the real economy, which leads to over-investment in arcane financial instruments and excessive risk taking.
    Near zero interest rates is not the problem, it's a symptom of a profoundly unbalanced economy which this guy cannot see, because he is blinded by ideology.

  • @cfoodsmella1041
    @cfoodsmella1041 5 лет назад +1

    It's kind of cute when the boomer just can't work out the best way too get out of the market. It's easy 1% of your portfolio in Bitcoin XD been that way since 2008

  • @todmann67
    @todmann67 4 года назад

    TDS is a boring analytic.

  • @tswierczek
    @tswierczek 4 года назад

    I love his disgust of Donald. I think Trump was picked to be the fall guy and he's far enough in now that it doesn't even matter if he wins again - he will end up being the fall guy.

    • @scottdorsey8220
      @scottdorsey8220 4 года назад

      Trump's bluster and distractions are illusions Americans want to believe. Sadly, we love hope to save the day.

  • @mtjoeng
    @mtjoeng 5 лет назад +1

    This conversation is so much lacking any of the considerations of present MMT (classic QTM really, so Bernanke commented) insights into monetary Policy, this is not even funny.
    And by the way I myself fell for the 'Bernanke clever easing policy' for a while also, until one comes to the better conclusion that Bernanke really has been pushing for an agenda that was aimed at a manufactured reality after this monetary easing, and this manufactured reality is dark, very dark indeed, and meant to be so,
    which resulted in the present era that is on par with 1929, a manufactured unattainable debt structure, and the usual suspects blocking the exit doors.

  • @Kid_Ikaris
    @Kid_Ikaris 4 года назад

    This guy is smug, I think he's more sure of himself than he should be. Still interesting.

  • @AnarchyEnsues
    @AnarchyEnsues 5 лет назад +1

    This Jew has an addiction to cupcakes

    • @andybunn6096
      @andybunn6096 5 лет назад +2

      The host has an addiction to sizurp purp drank.

    • @ashthegreat1
      @ashthegreat1 4 года назад

      The host is simultaneously channeling x3 SouthPark characters mmmkay. Token, Chef and Mr Mackey... mmmkay.

  • @thecryptoknight4433
    @thecryptoknight4433 4 года назад

    i am not an American but this guy is just a Trump basher ....boring