All assets are overvalued and subject to a "shock", says Hugh Hendry. What happens when the Fed is forced to respond to this sustained shock? This video is distributed on behalf of Metalla Royalty (NYSE: MTA | TSX-V: MTA). Watch the interview with CEO Brett Heath: ruclips.net/video/srT36HXSw0I/видео.htmlsi=WPYj3E8lU2t_Uv5d Subscribe to my free newsletter: davidlinreport.substack.com/ FOLLOW HUGH HENDRY: Website: hughhendry.com/ Twitter (@hendry_hugh): twitter.com/hendry_hugh RUclips: www.youtube.com/@HughHendryOfficial
The Fed's talk of interest rate cut leaves me pondering what stocks to buy now and when do I sell? I'm unsure how to properly allocate my money to achieve an optimal portfolio in this present economy, my goal is huge for retirement.
Yes, gold is a great investment and a good bet against the devaluating dollar, been holding some for awhile now, I’m grateful my adviser’s moment by moment changes in the market are lightening quick, cos who know how much losses I would’ve had by now.
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Annette Marie Holt for years and highly recommend her. Look her up to see if she meets your criteria
The belief that the Federal Reserve would stop raising interest rates was the driving force behind the entire economic chaos. What should we do now that we have a situation where interest rates are crashing? At this point, how would you suggest that I safely allocate $300k?
Although the market is currently volatile, aren't the current valuations a result of the Federal Reserve's monetary policy and low interest rates? Therefore, my recommendation is that you consult a financial advisor who can give you entry and exit points for the shares that you are interested in.
Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my CFP are working on a 7 figure ballpark goal, tho this could take another year. IMO, financial advisors are the most sought-after professionals after doctors.
How can I participate in this? I aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Jessica Lee Horst’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
One of the most impressive aspects of Michael Hugh Terpin trading prowess is his keen understanding of market dynamics. He possesses a deep knowledge of various cryptocurrencies, their underlying technologies, and the broader economic factors influencing their value. This comprehensive understanding enables him to make well-informed investment decisions that consistently yield positive returns.
Michael Hugh Terpin’s trading strategy is marked by a disciplined approach and a focus on risk management. He employs a diverse range of analytical tools and techniques to identify lucrative trading opportunities while mitigating potential risks. This meticulous approach has not only safeguarded my investments but has also generated substantial profits over time.
It's a miracle and I would testify, $110,000 every 4 weeks! I now have a big mansion and can now afford anything and also support God's work and the church
The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
I believe A.I. will be the next major breakthrough. To achieve sustained growth similar to META, it's crucial to resist making hasty decisions based on short-term market changes. Focus on patience and a long-term outlook, and above all, seek financial advice to make informed decisions when buying or selling.
Agreed, the role of advisors can only be overlooked but not denied. I was shocked that I made more money with investing than hard work, not even my CEO income. Earning ''return on investment'' fetched me millions within a space of 5 yrs.(But I still enjoy working)
i've never utilized a financial advisor but enthused about making money from the stock market, could you be kind enough with info of the advisor guiding you please? I could really use some guidance
Personally, I've stuck with Vivian Jean Wilhelm and her performance has been consistently impressive. You can confirm her basic info on the internet, she's quite known in her field with over 15yrs of experience.
As recession fears mount on Wall Street and inflation remains well above the Fed's 2% target, some of the top commentators in markets, business, and economics have been sounding off on just how bad they think the next downturn might be - and how far stocks may have to fall. I need ideas and advice on what investments to make to set myself up for retirement, my goal is to have a portfolio of at least $850k at the age of 60.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.
Lucinda Margaret Crist is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
David, well managed interview. In my opinion, you are the only one able to manage to get HH on topic. Keeping HH on topic means that we get his unusual brilliance and a refreshing worldview, without having to tolerate his usual self-indulgent fluff to get there, which is great.
David is among the best in the business, he can tame the most extravagant guests and make them deliver their goods 😄👏 all while staying perfectly polite and professional.
I just want my money to keep outgrowing the inflation rate. That’s why i've been looking for the right companies now to invest about 150k i have packed in the bank, i hope NVDIA is the right choice. Just don't know strategies to employ to make significant gains.
Chose quality stocks and follow them up. If you're not one for such complexities, hire a financial advisor to grow your money. I use the latter. Pulled in more than $46k in the last quarter.
The economy and stocks are two different things these days, but i agree, I think it's brilliant to have a portfolio advisor for investing! The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. I've turned 330k into $25k in quarterly dividends using a fiduciary, a major milestone.
This caught my interest. I worry that I have a couple more months before retirement, and I want to switch to using a financial advisor, but I don’t really know how to find one.
There are many independent advisors to choose from. But I work with "Melissa Elise Robinson" i and we've been working together for almost four years and she's fantastic. You could pursue her if she meets your requirements. I agree with her.
Investors are being skeptical because of the Fed's plan with interest rate but for me, I'm at a crossroad, unsure whether to invest $150K into my stock portfolio and what strategy is best to capitalize on the current market.
Working with a financial advisor has been a game-changer. Their tailored strategies aligned with my risk tolerance and goals, leading to significant investment growth and greater confidence in my financial future.
How can we protect ourselves from the anticipated financial reset in 2024? What are the best strategies to make our portfolios resilient against this potential reset? I'm particularly concerned about my $110k stock portfolio.
Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions.
The issue is most people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt, no offense. In general, Financial Consultants are ideal reps for investing jobs, and at firsthand encounter, since Jan.2020, amidst covid outbreak, my portfolio has yielded massively in ROI, summing up to 7-figures as of today.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
My CFA Carol Vivian Constable, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
no bs! curiously copied and pasted her name on the web, her site came up at once, she seems highly professional and well matched for the job.. thanks for putting this out
Thanks David and Hugh. I never miss an opportunity to hear discussions with Hugh. The relationship between Treasuries, Japan and China was very revealing.
Lots of gems in here. Hugh is brilliant and probably the best guest on David's show along with Saylor. People should listen to Hugh. Warren Buffet appears to be listening.
First of all, this whole economic chaos was powered by optimism that the FED is done with hiking interest rates. Now that interest rate crash is the situation, where do we go from here? How would you advise I safely allocate $250k funds at this point?
The market is volatile at this time, But doesn't the Federal Reserve's monetary policy and low interest rates contribute to the current valuations? hence I will advice you get yourself a financial advisor that can provide you with entry and exit points on the share/ETF you focus on.
Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my CFP are working on a 7 figure ballpark goal, tho this could take another year. IMO, financial advisors are the most sought-after professionals after doctors
I appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Annette Christine Conte is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you for the information. I conducted my own research and your advisor appears to be highly skilled and knowledgeable. I've sent her an email and arranged a phone call. Her expertise is impressive, and I'm eagerly anticipating our conversation.
@@Juoa794 I said we are heading towards deflation , from disinflation ,inflation Is coming to an end in the short term. Hence Bonds do best in a deflationary environment
This guy says alot without saying anything.. I hope David doesnt waste anymore time with these types. I love hearing different views but Hendry tries to sound intelligent at the expense of actually saying anything... If I wanted to see that I could watch CPAC all day
@@markmcguire7261 Great, and if he was broke no one would listen to his explanation of monetary theory or macroeconomics. You know how many macroeconomists who are on opposing sides of every economic theory? Economics is not a science and never will be.
I've heard that some experts are pointing to factors like rising inflation and this possibility of interest rate getting higher as potential triggers for Treasury market instability. It's making me rethink my investment strategy, especially with my stocks portfolio of $400k
I'm also thinking about keeping an eye on economic indicators and staying informed on any policy changes that could impact the market. It's essential to be proactive in managing our portfolios
The issue is most people have the "I want to do it myself mentality" but not equipped enough hence get burnt, no offense. In general, Financial Consultants are ideal reps for investing jobs, and at firsthand encounter, since Jan.2020, amidst covid outbreak, my portfolio has yielded massively in ROI, summing up to 7-figures as of today.
Could you share how I can reach out to them? I've recently sold my condo in Alabama and I'm interested in investing in stocks, I'm just seeking proper guidance.
She goes by ‘“Jessica Lee Horst” I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
There is No such thing as death of Money. There is death of Fiat paper. currencies 650 different ones through the History. Only Gold and Silver are Money 🥇🥈
@@TheRazzaManazzaSome people do, even if it's not many. What the precious metals fans ignore is that using physical gold or silver to buy anything is even less practical. First of all, how do you prove that what you have is genuine gold or silver and how would you slice off the right amount to buy $45 of groceries for instance? BTW, I invest in crypto, physical precious metals and paper precious metals.
@@TheRazzaManazza You could educate yourself about the 'route' money takes to actually become money. Bitcoin is on the correct path to be USED, eventually. May I suggest reading Michael Hudson on historical evidence about the usage of money. 'The Collapse of Antiquity' is a dumbed down version that you might be able to understand. You could also take in 'Broken Money' from Lyn Alden or even expand your horizon with 'The price of Tomorrow' from Jeff Booth
Great interview. Hugh always adds ‘crazy’ perspectives, which over time are quite suitable for describing the ‘craziness’ of the global monetary system.
Hugh and David thank you for such a delightful observation into the mechanics. In the last few weeks this Yen carry tade unwinding made zero sense to me, yet the media kept repeating it. Yes bigger problems are arising. Gee golly...
I would point out to Hugh that the Biden administration has already drastically increased tariffs. Despite the disdain that the administration and much of media showed for Trump’s tariffs, they have doubled down (and in some cases quadrupled down) on tariffs to very little fanfare. It has not caused the reaction that “experts” predicted when Trump started raising agricultural tariffs during his administration. Couple this with many “experts” telling us that the economy is very strong and things are getting better while people are experiencing very real and personal economic difficulties, and you may begin to question whether the models and assumptions that the “experts” make have a notable correlation to reality or not. Hugh is obviously brilliant, but that does not make him correct. With that said, I do truly appreciate his perspective. The ‘correctness’ of most of his observations are subject to the timeframe in which they are considered. Apparently, Hugh is working on a timeline that most of us may not be prepared to wait for. He seems to be considering decades, not just years.
David , Boil a cup of PH balanced water , add to it some fresh organic Ginger Root juice , add some fresh Green lemon juice and finally mix it with some CLOVER Honey ( it MUST be a Clover One ) . That cocktail WILL fix your laryngitis symptoms within 24 hour . Drink that cocktail 3-4 times daily ( 1 Cup Q6hr PRN ) .Also , you MUST rest your vocal voice too bro ! ...hope you feel better
Thanks for the continuous updates! All we need is the right advice on how to invest properly and we will be set for life, I made 38k from my little invested 11k regardless of how bad it gets on the economy. Thanks so much Keira Watson for keeping me ahead of the market.
invite Danielle Di Martino Booth. This guy thinks he is clever because he made 50% return in October 2008. Most big short speculators made between 200-1000% during the 08 downturn. Since then Hugh has been consistently wrong and below average, even he himself admits this.
It’s not hard to go 10x into a crash, the hard part is not giving it back by staying in too long. Being in bonds means you’re in something with longer duration and even if it’s less gain it gives you time to buy lows that will in turn deliver much more than 10x
@joshuarasmussen641 even his bitcoin call is wrong. Bitcoin over the long term has to compete with countless other coins. Gold cannot be replaced with other metals in the same way that bitcoin can be replaced by other coins.
Hugh Hendry is a god. Why are there so few ppl in the world that understand the economy? I'd like to introduce him to my pals in the FED - maybe he can slap them into understanding.
Most enjoyable, even if I did spend too much of the interview trying to place his accent. I'm leaning toward Moray Coast. The waters are muddied by the California-style upward intonation he's acquired over the years.
The market's direction can swiftly change, with indexes frequently transitioning from a bear market to a bull market precisely when the news is most negative and investor sentiment reaches its lowest point.
David’s guests are typically hit or miss. This is closer to a hit than a miss, but I’ll use these meh guests as ASMR videos to fall asleep too. goodnight
1987 I can tell you the exact reason. Greenspan made a statement the market was seeing, "irrational exuberance." The next two trading days saw nothing but selling. All of you young people don 't know shit.
great discussion, one counterpoint on the "money dying/China" part: don't let the FX rate fool you, 7.1 Yuan can buy a lot more in CN than 1 dollar in US; eg: 10-15 Yuan can buy a full meal (rice more than you can eat + 2 or 3 courses depending on location/establishment), no chance you can do that with $2... on the other hand, his point is valid for Germany, I'm seeing my euro losing purchasing power as fast as, if not faster than, the dollar... one reason I can think of (there're certainly others) for this difference: DE/EU uses their surplus for welfare/entitlement while CN invests their surplus in "overproduction" ie making everything cheap... anyway I remember vividly the western news outlets hyping about Chinese deflation awhile back as proof of economic "collapse", I really had to chuckle with my pretzel & schnitzel as I can't even buy a full meal with €5 while I can even go to a restaurant with 40 Yuan...
Cmon Lin, not these types again. I'm still waiting on a new Danielle Dimartino Booth interview. I was certain we would get 1 after the jobs revision she has been correct on.
Oh I agree-stocks are entirely over valued. As are houses and as are cars. The disconnect between what people can afford and what things cost have never been higher. Gold and bitcoin are amongst the few investments that can be reasonably expected to go up-and it’s likely to be a bumpy ride.
Half of the above ground gold is in jewelry which is not really investable. A lot of the remaining stock is held by central banks who are price insensitive and usually sell only at bottoms like the SNB and the BOE. Better to look at the percentage of gold as of investment portfolios. It's near record lows of 0.5%.
Hugh - I hope you're right. BOJ may not be bluffing this time we'll see. DL - see if u can get Richard Koo at Nomura on and see if he thinks the BOJ is bluffing. Thx u!
All assets are overvalued and subject to a "shock", says Hugh Hendry. What happens when the Fed is forced to respond to this sustained shock?
This video is distributed on behalf of Metalla Royalty (NYSE: MTA | TSX-V: MTA). Watch the interview with CEO Brett Heath: ruclips.net/video/srT36HXSw0I/видео.htmlsi=WPYj3E8lU2t_Uv5d
Subscribe to my free newsletter: davidlinreport.substack.com/
FOLLOW HUGH HENDRY:
Website: hughhendry.com/
Twitter (@hendry_hugh): twitter.com/hendry_hugh
RUclips: www.youtube.com/@HughHendryOfficial
Never trust your memory. 1996 is correct.
Why don’t you make him debate a monetarist like Hanke, David?
The Fed's talk of interest rate cut leaves me pondering what stocks to buy now and when do I sell? I'm unsure how to properly allocate my money to achieve an optimal portfolio in this present economy, my goal is huge for retirement.
Safest approach I feel to go about it is to diversify investments or Just buy Gold, the government has failed us.
Yes, gold is a great investment and a good bet against the devaluating dollar, been holding some for awhile now, I’m grateful my adviser’s moment by moment changes in the market are lightening quick, cos who know how much losses I would’ve had by now.
I've been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Annette Marie Holt for years and highly recommend her. Look her up to see if she meets your criteria
I just googled her now and I'm really impressed with her credentials. I reached out to her since I need all the assistance I can get.
Hugh Hendry has some great insights regarding currencies and tariffs. Thank you for inviting him, David.
The belief that the Federal Reserve would stop raising interest rates was the driving force behind the entire economic chaos. What should we do now that we have a situation where interest rates are crashing? At this point, how would you suggest that I safely allocate $300k?
Although the market is currently volatile, aren't the current valuations a result of the Federal Reserve's monetary policy and low interest rates? Therefore, my recommendation is that you consult a financial advisor who can give you entry and exit points for the shares that you are interested in.
Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my CFP are working on a 7 figure ballpark goal, tho this could take another year. IMO, financial advisors are the most sought-after professionals after doctors.
How can I participate in this? I aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Jessica Lee Horst’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
One of the most impressive aspects of Michael Hugh Terpin trading prowess is his keen understanding of market dynamics. He possesses a deep knowledge of various cryptocurrencies, their underlying technologies, and the broader economic factors influencing their value. This comprehensive understanding enables him to make well-informed investment decisions that consistently yield positive returns.
Michael Hugh Terpin’s trading strategy is marked by a disciplined approach and a focus on risk management. He employs a diverse range of analytical tools and techniques to identify lucrative trading opportunities while mitigating potential risks. This meticulous approach has not only safeguarded my investments but has also generated substantial profits over time.
*HE'S ALWAYS ACTIVE ON TELEGRAMS*
*@michaeltpin*
It's a miracle and I would testify, $110,000 every 4 weeks! I now have a big mansion and can now afford anything and also support God's work and the church
*what s a p*
The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
I believe A.I. will be the next major breakthrough. To achieve sustained growth similar to META, it's crucial to resist making hasty decisions based on short-term market changes. Focus on patience and a long-term outlook, and above all, seek financial advice to make informed decisions when buying or selling.
Agreed, the role of advisors can only be overlooked but not denied. I was shocked that I made more money with investing than hard work, not even my CEO income. Earning ''return on investment'' fetched me millions within a space of 5 yrs.(But I still enjoy working)
i've never utilized a financial advisor but enthused about making money from the stock market, could you be kind enough with info of the advisor guiding you please? I could really use some guidance
Personally, I've stuck with Vivian Jean Wilhelm and her performance has been consistently impressive. You can confirm her basic info on the internet, she's quite known in her field with over 15yrs of experience.
I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
As recession fears mount on Wall Street and inflation remains well above the Fed's 2% target, some of the top commentators in markets, business, and economics have been sounding off on just how bad they think the next downturn might be - and how far stocks may have to fall. I need ideas and advice on what investments to make to set myself up for retirement, my goal is to have a portfolio of at least $850k at the age of 60.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
Lucinda Margaret Crist is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
David, well managed interview. In my opinion, you are the only one able to manage to get HH on topic. Keeping HH on topic means that we get his unusual brilliance and a refreshing worldview, without having to tolerate his usual self-indulgent fluff to get there, which is great.
so fluff HH--you're right this was tolerable for HH thanks DAvid
@@bourn9the fluff aka his flights of fancy, is where the gems lie.
What exactly is his "brilliance"? He's been a bear since at least two years, so fatally wrong for his clients.
David is among the best in the business, he can tame the most extravagant guests and make them deliver their goods 😄👏 all while staying perfectly polite and professional.
Indeed. A way of asking questions that allows Hugh shine as he deserves.
I just want my money to keep outgrowing the inflation rate. That’s why i've been looking for the right companies now to invest about 150k i have packed in the bank, i hope NVDIA is the right choice. Just don't know strategies to employ to make significant gains.
QCOM, AMD, NVDA are all good buys.
Chose quality stocks and follow them up. If you're not one for such complexities, hire a financial advisor to grow your money. I use the latter. Pulled in more than $46k in the last quarter.
The economy and stocks are two different things these days, but i agree, I think it's brilliant to have a portfolio advisor for investing! The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. I've turned 330k into $25k in quarterly dividends using a fiduciary, a major milestone.
This caught my interest. I worry that I have a couple more months before retirement, and I want to switch to using a financial advisor, but I don’t really know how to find one.
There are many independent advisors to choose from. But I work with "Melissa Elise Robinson" i and we've been working together for almost four years and she's fantastic. You could pursue her if she meets your requirements. I agree with her.
Investors are being skeptical because of the Fed's plan with interest rate but for me, I'm at a crossroad, unsure whether to invest $150K into my stock portfolio and what strategy is best to capitalize on the current market.
I think the best thing to do when unsure about how to invest a huge sum in the market is to seek the help of an advisor.
Working with a financial advisor has been a game-changer. Their tailored strategies aligned with my risk tolerance and goals, leading to significant investment growth and greater confidence in my financial future.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
*Merissa Lynn Babula* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
I searched for her name on the internet, found her page, and reached out via email to schedule a conversation. Thank you.
How can we protect ourselves from the anticipated financial reset in 2024? What are the best strategies to make our portfolios resilient against this potential reset? I'm particularly concerned about my $110k stock portfolio.
Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions.
The issue is most people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt, no offense. In general, Financial Consultants are ideal reps for investing jobs, and at firsthand encounter, since Jan.2020, amidst covid outbreak, my portfolio has yielded massively in ROI, summing up to 7-figures as of today.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
My CFA Carol Vivian Constable, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
no bs! curiously copied and pasted her name on the web, her site came up at once, she seems highly professional and well matched for the job.. thanks for putting this out
Hugh has been my best fade since 2023. Always buy when he's peak bearish.
Thanks David and Hugh. I never miss an opportunity to hear discussions with Hugh. The relationship between Treasuries, Japan and China was very revealing.
Hugh is brilliant! What a great explanation about the market and the future of economic.
Excellent interview!
David, I would really like to see a show where Hugh reviews charts. That would be a great show. Please schedule it.
I watch a lot of your content David. This is the best interview of the year imo
Hugh Hendry is very generous with his time and knowledge.
great to hear Hugh Hendry, Hugh you look great and are appreciated!
Lots of gems in here. Hugh is brilliant and probably the best guest on David's show along with Saylor. People should listen to Hugh. Warren Buffet appears to be listening.
First of all, this whole economic chaos was powered by optimism that the FED is done with hiking interest rates. Now that interest rate crash is the situation, where do we go from here? How would you advise I safely allocate $250k funds at this point?
The market is volatile at this time, But doesn't the Federal Reserve's monetary policy and low interest rates contribute to the current valuations? hence I will advice you get yourself a financial advisor that can provide you with entry and exit points on the share/ETF you focus on.
Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my CFP are working on a 7 figure ballpark goal, tho this could take another year. IMO, financial advisors are the most sought-after professionals after doctors
I appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Annette Christine Conte is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you for the information. I conducted my own research and your advisor appears to be highly skilled and knowledgeable. I've sent her an email and arranged a phone call. Her expertise is impressive, and I'm eagerly anticipating our conversation.
I watched a Hugh interview a year ago. He said we were going to have a huge deflation, and he was really high. I guess that didn't happen
We are on the precipice of deflation in my opinion
Is 100 usd buying you more or less stuff than a year ago? Is case more, where do you live?
@@Juoa794 I said we are heading towards deflation , from disinflation ,inflation Is coming to an end in the short term. Hence Bonds do best in a deflationary environment
I followed Hugh back in the day. Unfortunately, those expectations did not work out: they just kept printing and there were no bond vigilantes,
This guy says alot without saying anything.. I hope David doesnt waste anymore time with these types. I love hearing different views but Hendry tries to sound intelligent at the expense of actually saying anything... If I wanted to see that I could watch CPAC all day
He is a cool guy though.
@@markmcguire7261But if he were destitute and homeless would anyone listen to him?😂
@@Resmith18SRhe understands the monetary system.
@@markmcguire7261👎 no
@@markmcguire7261 Great, and if he was broke no one would listen to his explanation of monetary theory or macroeconomics. You know how many macroeconomists who are on opposing sides of every economic theory? Economics is not a science and never will be.
DEATH OF CURRENCY.
NOT MONEY
😂😂😂😂
Kaspa fixes this
Well, this is a worldly man - we can tell by the way he says vis-avis 50x per sentence.
Hugh Hendry analysis rocks!
thanks!
Very interesting - Hugh always has a different take on events and can back it up with some well reasoned arguments - this was an excellent interview
This is a guy who wanders in the world of ideas. Lets get the chart show asap!!
If you try being John the Baptist, you end up with your head on a plate.
Chart show with HUGH would be SICK!
What a great and funny at the same time interview. I loved it.
Excellent interview. HH can be hard work to listen to, but this interview was better (well done).
pretty interesting guests you have David Lin - amazing there aren’t way way more views - some real gems in that conversation. Thanks!
I agree bitcoin seems good asymetrical risk. Dollar cost average into bitcoin long term. thanks for the great content!
It's good to see Hugh looking so well!
Excellent content from Hugh, thanks to you both! 👍🏻💙🏴
I've heard that some experts are pointing to factors like rising inflation and this possibility of interest rate getting higher as potential triggers for Treasury market instability. It's making me rethink my investment strategy, especially with my stocks portfolio of $400k
I'm also thinking about keeping an eye on economic indicators and staying informed on any policy changes that could impact the market. It's essential to be proactive in managing our portfolios
The issue is most people have the "I want to do it myself mentality" but not equipped enough hence get burnt, no offense. In general, Financial Consultants are ideal reps for investing jobs, and at firsthand encounter, since Jan.2020, amidst covid outbreak, my portfolio has yielded massively in ROI, summing up to 7-figures as of today.
Could you share how I can reach out to them? I've recently sold my condo in Alabama and I'm interested in investing in stocks, I'm just seeking proper guidance.
She goes by ‘“Jessica Lee Horst” I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
thank you.
it was very interesting to listen/watch this invertview.
Thank you Hugh for sharing your thoughts.
Very informative talk with Mitch Hedberg!
I find this guest always so interesting. Very intelligent.
Great show David! Hugh is excellent as always!
There is No such thing as death of Money. There is death of Fiat paper. currencies 650 different ones through the History. Only Gold and Silver are Money 🥇🥈
Bitcoin is the hardest money mankind has ever seen .. better than gold better than silver
@lifeisgood5410 I'm curious, do you use bitcoin to make purchases, ever? I don't know anyone that's ever actually *USED* bitcoin, but I'm sheltered
@@TheRazzaManazzaSome people do, even if it's not many. What the precious metals fans ignore is that using physical gold or silver to buy anything is even less practical. First of all, how do you prove that what you have is genuine gold or silver and how would you slice off the right amount to buy $45 of groceries for instance?
BTW, I invest in crypto, physical precious metals and paper precious metals.
@@TheRazzaManazza You could educate yourself about the 'route' money takes to actually become money. Bitcoin is on the correct path to be USED, eventually. May I suggest reading Michael Hudson on historical evidence about the usage of money. 'The Collapse of Antiquity' is a dumbed down version that you might be able to understand. You could also take in 'Broken Money' from Lyn Alden or even expand your horizon with 'The price of Tomorrow' from Jeff Booth
I make all my purchases with silver shekels
This guy pontificates too much
No Kidding. It's not as if anyone would pay for this Droning Nonsense
Great interview. Hugh always adds ‘crazy’ perspectives, which over time are quite suitable for describing the ‘craziness’ of the global monetary system.
Gold isn't overbought. This is the kind of thing that happens when you rely too much on abstractions and lose touch with the physical.
True but short term we are probably in for a mild correction to buy more.
On the weekly RSI, it's overbought. Doesn't mean it can't keep going.
Would love to surf with Hugh….thats about it
Haha
Hugh and David thank you for such a delightful observation into the mechanics. In the last few weeks this Yen carry tade unwinding made zero sense to me, yet the media kept repeating it. Yes bigger problems are arising. Gee golly...
Bitcoin and gold.... done.
100%
I would point out to Hugh that the Biden administration has already drastically increased tariffs. Despite the disdain that the administration and much of media showed for Trump’s tariffs, they have doubled down (and in some cases quadrupled down) on tariffs to very little fanfare. It has not caused the reaction that “experts” predicted when Trump started raising agricultural tariffs during his administration.
Couple this with many “experts” telling us that the economy is very strong and things are getting better while people are experiencing very real and personal economic difficulties, and you may begin to question whether the models and assumptions that the “experts” make have a notable correlation to reality or not.
Hugh is obviously brilliant, but that does not make him correct.
With that said, I do truly appreciate his perspective. The ‘correctness’ of most of his observations are subject to the timeframe in which they are considered. Apparently, Hugh is working on a timeline that most of us may not be prepared to wait for. He seems to be considering decades, not just years.
Heal Yeah Acid Man
David , Boil a cup of PH balanced water , add to it some fresh organic Ginger Root juice , add some fresh Green lemon juice and finally mix it with some CLOVER Honey ( it MUST be a Clover One ) . That cocktail WILL fix your laryngitis symptoms within 24 hour . Drink that cocktail 3-4 times daily ( 1 Cup Q6hr PRN ) .Also , you MUST rest your vocal voice too bro ! ...hope you feel better
Does money printing and lies make an economy strong?
According to people who believe GDP matters, yes.
Thanks for the continuous updates! All we need is the right advice on how to invest properly and we will be set for life, I made 38k from my little invested 11k regardless of how bad it gets on the economy. Thanks so much Keira Watson for keeping me ahead of the market.
You're correct!! I make a lot of money without relying on the government. Investing in stocks and digital currencies is beneficial at this moment.
Same here me and two other friends of mine immediately tried it, we testified, she is a performance of Wonder.
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
please educate me, I've come across this name before, Now i'm interested
How can I get in touch with her?
Italian bonds, your joking right
invite Danielle Di Martino Booth. This guy thinks he is clever because he made 50% return in October 2008. Most big short speculators made between 200-1000% during the 08 downturn. Since then Hugh has been consistently wrong and below average, even he himself admits this.
1:07:13
It’s not hard to go 10x into a crash, the hard part is not giving it back by staying in too long. Being in bonds means you’re in something with longer duration and even if it’s less gain it gives you time to buy lows that will in turn deliver much more than 10x
Exactly. His fatally wrong bearish stance causes huge losses for his clients.
@@omrit2his problem is not the bearish stance, but the fact that he has been always bearish since 08.
@joshuarasmussen641 even his bitcoin call is wrong. Bitcoin over the long term has to compete with countless other coins. Gold cannot be replaced with other metals in the same way that bitcoin can be replaced by other coins.
Hugh Hendry is a god. Why are there so few ppl in the world that understand the economy? I'd like to introduce him to my pals in the FED - maybe he can slap them into understanding.
Good interview, thanks
1:14:40 Getting high on acid? Hell yeah! Count me in
Most enjoyable, even if I did spend too much of the interview trying to place his accent. I'm leaning toward Moray Coast. The waters are muddied by the California-style upward intonation he's acquired over the years.
What a great show again. Allways love when Hugh is on. ❤
Great interview David
If I still partied, this guy would be great to hang out with
Hey. What the tool is used for the chart?
Hugh Hendry has a succinct way of breaking everything down to it's constituent pieces and then building it back up so you understand how it was made.
Amazing content - thank you !
Best show in ages #HughRules
Love Hugh
outstanding guest
Whatever insights HH has, he is a terrible communicator. Entertaining, but clear as mud.
Great video, enjoyed this one.
Hows that TLT working out, acid?
The market's direction can swiftly change, with indexes frequently transitioning from a bear market to a bull market precisely when the news is most negative and investor sentiment reaches its lowest point.
He is high as fuck..
David’s guests are typically hit or miss. This is closer to a hit than a miss, but I’ll use these meh guests as ASMR videos to fall asleep too. goodnight
1987 I can tell you the exact reason. Greenspan made a statement the market was seeing, "irrational exuberance." The next two trading days saw nothing but selling.
All of you young people don 't know shit.
@@sawtoothbygeorge go away boomer
It probably was. People don't just sell because they listen to a single man. They sell because they have no faith in their stock.
@@gezenews Maybe investors wanted to find a excuse to take profits on massive gains. Greenspan just gave them one.
@@aces4873 Yes, the youngsters are idiots.
@@aces4873 Yes, the youngsters are just idiots in training.
great discussion, one counterpoint on the "money dying/China" part:
don't let the FX rate fool you, 7.1 Yuan can buy a lot more in CN than 1 dollar in US;
eg: 10-15 Yuan can buy a full meal (rice more than you can eat + 2 or 3 courses depending on location/establishment), no chance you can do that with $2...
on the other hand, his point is valid for Germany, I'm seeing my euro losing purchasing power as fast as, if not faster than, the dollar...
one reason I can think of (there're certainly others) for this difference: DE/EU uses their surplus for welfare/entitlement while CN invests their surplus in "overproduction" ie making everything cheap...
anyway I remember vividly the western news outlets hyping about Chinese deflation awhile back as proof of economic "collapse", I really had to chuckle with my pretzel & schnitzel as I can't even buy a full meal with €5 while I can even go to a restaurant with 40 Yuan...
Cmon Lin, not these types again. I'm still waiting on a new Danielle Dimartino Booth interview. I was certain we would get 1 after the jobs revision she has been correct on.
Try Andy Schectman and Alastair Macleod and Peter Shiff podcast.
Did you watch last weeks Schiff pod? When he thought he lost power? SHIT!
@@JamesBlazen Cacala voter?
Financial media is not telling us about Japan's inability to service the national debt if they raise interest rates.
Good of you to interview the homeless
good interview
Haven't listed yet, but I bet I'm not going to understand $hit
WOW What a guest!
Plese do the chart show. Hugh is amazing!
George Gammon, Rebel Capitalist thinks very highly of Hugh.
Hugh probably throws the best parties the fintwit elites ever see.
Sorry, I just can't look at this guy without seeing a cult leader who preaches about riding the glass wave.
@@rockermarcotake some acid and “see the future” 😂
@@fernmoss-456 "All I need are some tasty waves, a cool buzz, and I'm fine!"
What has worked in the past 50-60, doesn’t always equate to what will work in the future
Can’t be bothered with this fella anymore - it’s exhausting
bo kidding
Love Hugh!
Need to get George gammon aka the rebel capitalist on
George is a fiat dollar bug.
Oh I agree-stocks are entirely over valued. As are houses and as are cars. The disconnect between what people can afford and what things cost have never been higher. Gold and bitcoin are amongst the few investments that can be reasonably expected to go up-and it’s likely to be a bumpy ride.
Your awesome, thanks....Dave
Lol David charts really spooked hugh
"You put your money down and pray to the almighty." Now THAT sums things up perfectly Hugh. How about "There ain't no guarantees!"
Why does anyone listen to this guy?
clown Hugh Hendry. Didnt that guy blow away lots of others peoples money a few decades ago? Asking a clown for advice is not a good idea
What is a nine strike one touch (on Chinese currency weakening)?
Half of the above ground gold is in jewelry which is not really investable. A lot of the remaining stock is held by central banks who are price insensitive and usually sell only at bottoms like the SNB and the BOE. Better to look at the percentage of gold as of investment portfolios. It's near record lows of 0.5%.
Still on acid
1987? I thought that was the amplifying effect of the widespread adoption of, as yet untested, portfolio insurance.
Hugh - I hope you're right. BOJ may not be bluffing this time we'll see. DL - see if u can get Richard Koo at Nomura on and see if he thinks the BOJ is bluffing. Thx u!
The crash happens when the yield goes back above 0 with conviction. Inversion is just the warning sign.
Dang, he is so smart!!!!!!!!!!!