Mohamed El-Erian Previews Powell's Jackson Hole Speech

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  • Опубликовано: 16 ноя 2024

Комментарии • 360

  • @jamesmarcus4105
    @jamesmarcus4105 2 года назад +106

    The cost of living crisis appears to be a global problem, although here in the UK it has been made worse by the increase in the prices of many goods. I believe that the government has the ability to reduce the cost of electricity, but for some reason, don't think they are concerned about how the common person would do in these strangely challenging times.

    • @craigpotter1262
      @craigpotter1262 2 года назад

      Things are getting dicey, and the sad part is that a lot of people won't realize how bad things are until it's too late.

    • @matthewhuo6543
      @matthewhuo6543 2 года назад

      @@craigpotter1262The cost of living has gone up and the economy is in tatters.

    • @williamadams2361
      @williamadams2361 2 года назад

      Most times it amazes me greatly the way I move from an average lifestyle to earning over 63k per month, utter shock is the word. have understood a lot in the past few years to doubt that opportunities abound in the financial markets, The only thing is to know where to focus.

    • @craigpotter1262
      @craigpotter1262 2 года назад

      @@williamadams2361 Wow buddy, that's more than a mouthful of profits you're making. How do you achieve this feat consistently? You must be a genius in trading.

    • @williamadams2361
      @williamadams2361 2 года назад

      @@craigpotter1262 Anyways not actually, what I know about trading almost borders on zilch lol. I make huge profits on my investment since I started trading with Mrs Debbie Ramirez, her trading strategies are top notch coupled with the little commission she charges on her trade.

  • @chrisj8764
    @chrisj8764 2 года назад +22

    The best macro-economic commentator out there - kudos Dr El-Erian!

  • @user-bc9tp6tu4b
    @user-bc9tp6tu4b 2 года назад +36

    He gets it he’s flawless with his answers

    • @omm5960
      @omm5960 2 года назад +2

      Agree. And he's doing it in low English. Fr'instance: "He's gotta deal with" "He's gotta figure out" and my construction-worker favorite, "And let's not forget, we have a framework that's not fit for purpose."

    • @jasonr1150gs
      @jasonr1150gs 2 года назад

      @@omm5960 😂

    • @DKK
      @DKK 2 года назад

      Lol he’s always wrong

    • @GoredrinkerRS
      @GoredrinkerRS 2 года назад +1

      @@DKK He's really not though.

  • @thinkpod4543
    @thinkpod4543 2 года назад +20

    his the only person I am willing to listen to on Bloomberg

    • @amenbrother8818
      @amenbrother8818 2 года назад

      Don't miss out on Larry Summers, he has been marginally better than Mohammad El Erian and both of them have been warning us about clown Powell for over a year.

  • @NoobgotpwnedMc
    @NoobgotpwnedMc 2 года назад +18

    Mohamed el erian is a shining light of rational in a very irrational market

  • @treaty8631
    @treaty8631 2 года назад +1

    I really like El Erian.....he speaks simply...doesnt use all types of unnecessary terms to twist his words...he says what he needs to say....simply precisely.

  • @Rachelschneider03
    @Rachelschneider03 Год назад +174

    There are lots of mixed opinions about stocks and there projection in the next coming years, I aim for short term solid gains from market correction and I'd definitely jump on the boat if I knew a thing or two about day-trading, but then again what do I really know? I'm just looking for the right moves to grow and hedge my stagnant reserve of $370k from inflation.

    • @AshtonGrace
      @AshtonGrace Год назад +2

      it's all hype! best to ignore the trend at the moment whether bullish or bearish, and stick to a proper trading plan preferably with expertise assistance.

    • @ReidCoffman1
      @ReidCoffman1 Год назад +2

      @@AshtonGrace

    • @MariusNatt
      @MariusNatt Год назад +2

      @@ReidCoffman1 talking about coaching, do u consider anyone worthy for recommendations? I have about 80k to taste the waters now that large cap stocks are at a discount... thanks

    • @ReidCoffman1
      @ReidCoffman1 Год назад +1

      @@MariusNatt I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, "Maria Teresa Tyler" turned out to be better and smarter than all the advisors I ever worked with till date

  • @Karkkuss
    @Karkkuss 2 года назад +12

    Love Mohammad El Erian. Guy is so on it.

  • @jackbills
    @jackbills 2 года назад +114

    Stocks are falling and bond yields are rising, but markets still don’t seem convinced the Federal Reserve will pursue plans to keep increasing interest rates until inflation is under control. I'm still at a crossroads deciding if to liquidate my $117k stocck portfolio, what’s the best way to take advantage of this bear market?

    • @rt.judgejones6839
      @rt.judgejones6839 2 года назад

      I wonder how a lot of folks are making huge 6figure killings in this downtrend, only just that such technique are mostly successfully executed by folks with in-depth market knowledge.

    • @starcar23
      @starcar23 2 года назад

      It all relies on your strategy and your willingness to stick with it, and the stock may fall further, but if you are a pro, making significant profits on this downtrend should not be a problem.

    • @henrech
      @henrech 2 года назад

      Nobody can become financially successful overnight. They put in background work but we tend to see the finished part. Fear is a dangerous component, hindering us from taking bold steps we need in other to reach our goals. you have to contend with inflation, recession, decisions from the Feds and all. I was able to increase my portfolio by $289k in months. You have to seek for help in the right places.

    • @louizb123
      @louizb123 2 года назад

      @@henrech .I need guidance so i can salvage my port-folio due to the massive dips and come up with better strategies. How can one reach this advisor?

    • @henrech
      @henrech 2 года назад

      @@louizb123 I am being guided by "Kimberly Jean Heavner" who I found on a CNBC interview where she was featured and reached out to her. She has since provided entry and exit points on the securities I focus on. You can look her up online if you care supervision.

  • @vampireslayer1989
    @vampireslayer1989 2 года назад +16

    What Mohamed is saying, is that the Fed Meeting belongs in Kansas City at the Motel 6, and NOT Jackson Hole at the Jackson Lake Lodge. They don't have a clue.

  • @LadonPat
    @LadonPat 2 года назад +7

    Has El-Erian taken over Bloomberg already? Glad that there is a bit of light and no rain for those sitting outside.

  • @philipholt8413
    @philipholt8413 2 года назад +10

    Brilliant he is so on the Money. I always listen to his remarks because he is right.

  • @cris471
    @cris471 2 года назад +3

    All my respect for this man !

  • @mand1009
    @mand1009 2 года назад

    Well the truth is always with Mohd.

  • @ronsmith5601
    @ronsmith5601 2 года назад +33

    ‘Fed’s communication hasn’t been consistent’ most important comment.

    • @thebear4880
      @thebear4880 2 года назад

      Youre a shill. Stop spreading fud

    • @nothingnew....9341
      @nothingnew....9341 2 года назад

      you said it - and the fed is supposed to be nonpartisan. Most of it's swagger is from what it says, not what it does. it's the illusion they want to maintain

    • @JMusar795
      @JMusar795 2 года назад +2

      That's because he's in Blackrock's pocket!!!

    • @marshallman9412
      @marshallman9412 2 года назад

      @@thebear4880 lol you're the shill. one year ago at this very meeting, "transitory" inflation was born and markets meltup and look at us now. blind blind blind

    • @thebear4880
      @thebear4880 2 года назад

      @@marshallman9412 no faucci said covid was transitory. Jerome said inflation was transmissible. These are facts

  • @NuttyCookie333
    @NuttyCookie333 2 года назад +27

    The market isn't feeling it because they keep propping it up with more money printing which creates more inflation. Crazy.

    • @stephenbatton3933
      @stephenbatton3933 2 года назад +3

      Inflation is gonna get insane with every bill he keeps passing and aid delivering

    • @browsedeweb8834
      @browsedeweb8834 2 года назад +2

      There is NO fiscal discipline anywhere in our system. This has to change.

  • @dodgerblue7381
    @dodgerblue7381 2 года назад +1

    I may not always like what Dr. El Erian has to say but by and large he has a very good track record of being spot on correct. He also explains things in a non condescending way which I appreciate. I believe that he is right we are not out of the woods. Build yourself an Emergency Fund if you don't have on and hold on.

  • @benthungin8949
    @benthungin8949 2 года назад +3

    Al Erian is the only economist I listen too.

    • @DKK
      @DKK 2 года назад

      Lol

    • @benthungin8949
      @benthungin8949 2 года назад +1

      @@DKK Yeah while Jimmy chill and everyone on CNBC said inflation is transitory, Al Erian called it in MARCH 2020. Im not an economist but even I know printing money has consequences, LOL

    • @DKK
      @DKK 2 года назад +1

      @@benthungin8949 he’s said the same bs since 08

  • @adamday2067
    @adamday2067 2 года назад

    Excellent analysis

  • @introvertedcasey6830
    @introvertedcasey6830 2 года назад +184

    A crash and bullish market provides equal high-yield potential, it's all about information and strategy application, I've seen folks make huge 7figure profit in a crashing market and pull it off much easily in a bull market , Unequivocally the crash/recession is getting somebody somewhere rich.

    • @snipergrimly8972
      @snipergrimly8972 2 года назад

      well politicians for certain are gaining off the crash, and true the average individual could profit off a crash but such high-grade investing come with equal risk which can only be managed by a proper pro or expert.

    • @wherethemagichappens6695
      @wherethemagichappens6695 2 года назад

      True, the idea of a portfolio-coach used to sound generic, but new study by investopedia actually found that demand for portfolio-coaches sky-rocketed by over 41.8% since the pandemic and based on firsthand encounter, I can say for certain their skillsets are topnotch, I've raised over $700k from an initially stagnant reserve of $150K all within 14months.

    • @wherethemagichappens6695
      @wherethemagichappens6695 2 года назад

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    • @guz_gus24
      @guz_gus24 2 года назад

      Thank you so much! Found her webpage and left a message. Hopefully, she responds.

  • @PedestrianPony
    @PedestrianPony 2 года назад +6

    You can clip Mohamed El-Erian saying "It's huge John, and good morning" for a gif in this video and nobody can stop you. Do what you want with that information.

    • @BaileyMxX
      @BaileyMxX 2 года назад

      Mix in some "it's sticky"

  • @MrKnobs5
    @MrKnobs5 2 года назад +27

    If I were Jerome Powell I would just call in sick

    • @curtgomes
      @curtgomes 2 года назад +1

      He was one of the main causes of this debacle. He should have called in sick two years ago.

  • @Manny123-y3j
    @Manny123-y3j 2 года назад

    El-Erian words always seem to make sense to me.

  • @stevepedersenhoike4399
    @stevepedersenhoike4399 2 года назад +69

    Thanks

    • @pattersonthomas9927
      @pattersonthomas9927 2 года назад

      Got a chance to benefit from her services a few weeks ago and it has been a very smooth experience.

    • @DavidLee-ms7dh
      @DavidLee-ms7dh 2 года назад

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    • @donaldmarshall584
      @donaldmarshall584 2 года назад

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    • @elainevalentina9928
      @elainevalentina9928 2 года назад

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    • @kelvinedwin1288
      @kelvinedwin1288 2 года назад

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  • @TrondJohannessen
    @TrondJohannessen 2 года назад +3

    Great discussion about protection of purchasing power.

  • @nothingnew....9341
    @nothingnew....9341 2 года назад +11

    is it me or is the panel consistently pushing a bullish narrative which El-Erian keeps deflecting with each "real" answer.

  • @dirtlump
    @dirtlump 2 года назад +6

    Never once does El-Erian mention the "D" word as the root problem ?
    After decades of money printing ...... we have a Currency DEBASEMENT "based" cpi inflation.
    Rates MUST be maintained high no matter for an extremely long time or you won't have a currency nor economy !

  • @pauloalex975
    @pauloalex975 2 года назад

    Make Mohammed the new Chairman of the Fed ! 👏

  • @gee1777
    @gee1777 2 года назад +5

    From a communication stand point the Fed should shut up and talk much less and let actions talk, I would have 4 meetings max per year and gag all the governors

  • @sunshineandhappiness6014
    @sunshineandhappiness6014 2 года назад +3

    This guy is on the ball! Exactly…everything seems to wishy washy with the fed. Hence nothing is changing.

  • @Jdw6848
    @Jdw6848 2 года назад +4

    I like Mohamed El-Erian he speaks the truth

  • @giuseppedaponte5262
    @giuseppedaponte5262 2 года назад

    John Lisa and Tom are the best 👌 ❤

  • @michaelparker3188
    @michaelparker3188 2 года назад +11

    Inflation comes from one place. The federal reserve! Aka milion Freeman. Stop printing money!😎just saying.

    • @micmccond7
      @micmccond7 2 года назад

      Pah if only it were so simple...you forget there a big world out there...featuring interlinked economies with their own monetary policies. It might do you some good to travel outside the US. And actually see the " world". Too many people rationalize the world into black and white...childish.

  • @AldiTVFan
    @AldiTVFan 2 года назад

    i think we closer then ever

  • @rondrake3720
    @rondrake3720 2 года назад +1

    He finally said it. The Fed has failed US.

  • @Vladkazenski7777
    @Vladkazenski7777 2 года назад +8

    Mohamed has an eye on Fed Chair. He has been trashing him for some time now

    • @barryfleming8488
      @barryfleming8488 2 года назад

      Would you prefer?

    • @roberi5189
      @roberi5189 2 года назад

      Deservingly so, the fed has been so wrong

    • @Vladkazenski7777
      @Vladkazenski7777 2 года назад

      @@roberi5189 no doubt this chair is one the weak ones. Lets see where we land

  • @pauloalex975
    @pauloalex975 2 года назад

    Wow Tom is a CFA ! 69 years old and still working 👏

  • @akashpaul6891
    @akashpaul6891 2 года назад

    He knows where neutral is

  • @sn3aky_pants593
    @sn3aky_pants593 2 года назад +2

    At the end of the day, the Fed will be forced to pivot to prevent the sovereign debt bubble from popping. That’s the one thing worse than runaway inflation many seem to overlook. I don’t see any scenario where we avoid pivoting long before inflation is normalized

  • @frankTrades10
    @frankTrades10 2 года назад +3

    He speaks facts always

    • @DKK
      @DKK 2 года назад

      Lol

  • @yonayehezkel3150
    @yonayehezkel3150 2 года назад

    صلاة
    العالم الروحيُّ هوعالم رغبات. في الوجود يوجد رغبتان إثنتان:
    ١ - رغبةُ الخالقِ في إِغداقِ البهجةِ والمسراتِ الكاملةِ على خلِيقتهِ.
    ٢ - الرغبةُ في تلقيِ الملذَّات والسرور الكامل للذات وهي “الإِرادة في التقبل” التيِ خلقها الخالقُ والتيِ تدعى الخلِيقة أَي”المادةُ” أو جوهر الإِنسان.
    لا يُوجد أي شيءٍ في الوجود بجانب هاتيِن القُوتين! فكلُّ ما بإِمكاننا إِدراكه وحتى تصوره ناتِج عن هاتين القوَتين الروحيتينِ. رغبةُ الإِنسان تدعى “صلاَة”. فالرغبةُ في داخل الإِنسانِ دائماً تستغيث وتناشد الخالق.
    فالروحيَّاتُ هي ما يُنميه الإنسان بالتوافق مع صلاته. ولكن صلاة الإِنسان الحقَّة هي سؤلهُ وطلبتهُ في أن يصَحح الخالق رغباتهُ الأنانيَّة ليكتسب عليهِ سمة المحبَّة والعطَاء، السماتُ التي يتحلى بها الخالقِ.
    صلاةٌ
    النفسُ ليستْ إلاَّ رغبةُ الإنسان المُصححة والتي هي بارتْزُوفَهُ الروحيِّ ورغبتهُ بقبول نور الخالقِ بنيَّةٍ صافيةٍ على أَنَّه يتلقى منْ أجل الخالق وليس لنفسه.
    صلاة الملك داود بن يسي
    ارحمني يا رب حسب رحمتك.حسب كثرة رافتك امح معاصي.
    اغسلني كثيرا من اثمي ومن خطيتي طهرني. لاني عارف بمعاصي
    وخطيتي امامي دائما.
    اليك وحدك اخطات والشر قدام عينيك صنعت لكي تتبرر في اقوالك وتزكو في قضائك.
    هانذا بالاثم صورت وبالخطية حبلت بي امي ها قد سررت بالحق في الباطن ففي السريرة تعرفني حكمة.
    طهرني بالزوفا فاطهر.اغسلني فابيض اكثر من الثلج.اسمعني سرورا وفرحا.
    فتبتهج عظام سحقتها. استر وجهك عن خطاياي وامح كل اثامي قلبا نقيا اخلق
    في يا رب وروحا مستقيما جدد في داخلي. لا تطرحني من قدام وجهك وروحك القدوس لا تنزعه مني.
    رد لي بهجة خلاصك وبروح منتدبة اعضدني

  • @Cfass1
    @Cfass1 2 года назад +6

    Damn looks like after seven years of listening to the doom and gloom channels, they’re finally going to be right

  • @alexprivacy2
    @alexprivacy2 2 года назад +5

    Love this guy

  • @ianr5690
    @ianr5690 2 года назад +3

    We gotta put inflation down
    - More out of work
    - Crush house prices
    BUT with US Debt to GDP % > 120%, inflation is required to deflate the debt away. Either this way or deep austerity and misery.

  • @AABB-xq2ur
    @AABB-xq2ur 2 года назад +5

    I am just disgusted by Powell's consistent deliberation of contradicting remarks: aim to bring down inflation close to 2% and suggest getting close to neutral fed funds rate. When the current fed funds rate is half of the core PCE inflation rate how can he even bring up the subject of neutral rate? Aren't we miles away from being restrictive?

    • @AjitMD
      @AjitMD 2 года назад

      Powell main goal has been to stay in office so he has created all the money demanded by the Treasury. Even before Covid he tried QT. Markets crashed, Yellen and Bernanke read him the riot act and he reversed. With Covid, he went nuts supplying huge amount of money… $4.5T. More than needed for longer than needed. We got huge asset inflation.

    • @AjitMD
      @AjitMD 2 года назад

      The Federal Reserve has been corrupt in their quest to stay in power. This money creating madness started a long time ago, especially in 2008. Got worse after Covid with Fed supplying $4.5T way more than needed, longer than needed. Too much money related huge demand for goods & services plus asset inflation in stocks, crypto, bonds, real estate. Government is “misleading” about CPI in their quest to stay in power, especially the Fed. Powell tried a little QT, markets trembled. He had to back down on TV with Yellen, Bernanke “guiding” him. “Good Boy” got re-elected to the Chair.
      Inflation is a monetary phenomenon. Don’t blame just on Putin. Fed balance sheet has $9T. $4.5T was added since Mar-2020. We will need real price and asset deflation so people, can eat, pay for gasoline, utilities, buy necessities. Most important, afford rent or buy a house. Powell is the second co invade of Arthur Burns. Interest need to go above the real inflation which is above 10%. Anybody has been around and remember the early 1970-1980s? This is is worse because back then US debt was on $1T, now it is $30T plus.

    • @AABB-xq2ur
      @AABB-xq2ur 2 года назад +1

      @@AjitMD Thank you for the insightful comments and I couldn't agree more with you. After Powell's speech, I see lots of replies comparing him to Arthur Burns like yourself. I couldn't find much information about what he did/caused. Can you help me understand what he is known for and why he is brought up now after Powell's speech?

    • @AjitMD
      @AjitMD 2 года назад

      @@AABB-xq2ur Authur Burns was the 10th Chair of the Fed from 1970-78. USA ws already running a deficit with the Social Programs and Vietnam War. Then in the 1973 after Yom Kippur War, OPEC united and caused an embargo in oil and shortage. Price of oil went from $4/B or less to $13/B. Countries like Japan, Europe shut down. Froze in Winter of 1973. Most of the world had no money to pay for oil. So USA printed a lot of dollars which they lent to all these countries via banks like Chase Manhattan Bank by David Rockefeller. This caused the value to the dollar to go down and massive inflation by 1980 at 13%. Price of Gold which was $35/ounce in 1967, went up to $42/ounce and then to $800/ounce. Had to call Paul Volker to the Chair. He jacked up the interest rates to 20% short term. Country went into a sustained recession, unemployment, deflation. Entire industries got wiped out. NAFT and WTO did the rest. National debt was going past $1T. Now it is $31T plus huge public debt. Fed is scared of raising rates to real inflation. Let us see what happens next.

    • @AABB-xq2ur
      @AABB-xq2ur 2 года назад

      @@AjitMD Thank you very much for the detailed economic background of Author Burns. As you pointed out, I can see the similarity to 1973 in inflation spike even though the cause is slightly different(now it's more of supply shock due to Ukraine war even though oil is part of it). So it really comes down to which path Powell will take Burns or Volker. Based on your suggestion, I did a quick search on US national debt to GDP ratio and it was 0.33 in 1973 and 1.24 in 2022. I agree that printing more money now will lead to hyperinflation, but at the same time, increasing interest rate like Volker now will equally be disastrous tanking economy and spiking debt interest payment. Essentially, it all depends on how fast the current high inflation falls so that fed won't need to increase the interest too much. But since core inflation factors looks sticky at the moment, Powell would need to increase interest rate enough to tame aggregate demand if he plays it right, but historically, when push comes to shove fed always flinched with the only exception of Volker, but at the same time, interestingly the stock market didn't drop much and even moved higher in the midst of Volker's aggressive rate hikes. Will the stock market exhibit the same pattern during this Powell's interest rate hike cycle?

  • @JanRiffler
    @JanRiffler 2 года назад +1

    End the Fed.

  • @martingotz2906
    @martingotz2906 2 года назад +4

    stagflation for the rest of the decade

  • @Hopeful-passenger
    @Hopeful-passenger 2 года назад +1

    The largest investment mistake I've made was thinking the fed will do what was right rather than what was easy. I doubt they will change their stance now.

  • @simonpageau6925
    @simonpageau6925 2 года назад +3

    Tesla = resilience

  • @ssuwandi3240
    @ssuwandi3240 2 года назад +12

    Fed is protecting the housing market hence their talking point on neutral rate

    • @amenbrother8818
      @amenbrother8818 2 года назад

      Clown Powell is protecting his former Wall Street employers.

  • @waragainstavg
    @waragainstavg 2 года назад +7

    Fed Powell: whew, inflation might have just peaked...
    Government: *looks at student debt* hold my beer...

  • @frankyang5657
    @frankyang5657 2 года назад +11

    The Fed failed in forcasting, analysis, and communication, why? Because Powell was blinking, he was always swinging amoung policies and gave the market delusion. The most important is that he showed no determination fighting inflation. History will record him the worst chairman ever. A man majored in law seemed not suitable for that position.

    • @brandon62031
      @brandon62031 2 года назад +4

      We have to give Powell credit for the calls made in 2020.

    • @jia7833
      @jia7833 2 года назад +2

      @@brandon62031 Every fed chair would know what to do at that scenario.

    • @frankyang5657
      @frankyang5657 2 года назад +1

      @@brandon62031 Thanks for your opinion, the calls made in 2020, it's only limitless printing money more than really needed, and cause situations now. As to what I feel is that Powell has no picture what will happen whatever policy he made. He just follow the will of politician and trying to protect his position.

    • @browsedeweb8834
      @browsedeweb8834 2 года назад +5

      The Fed's primary but unstated objective is to make their rich friends richer. Their actions over the past 15 years validate this comment.

    • @gb8518
      @gb8518 2 года назад +1

      Calm down Powell will put the inflation inside the bottle.

  • @geniuspharmacist
    @geniuspharmacist 2 года назад

    Brandon! I'm sick of telling you let's go. Just stay. I'm leaving. 😂😂

  • @fturla
    @fturla 2 года назад

    If the Federal Reserve was competent, the Fed funds rate should be directed upwards and above 5% for an extended period beyond two years. Having a sustained interest rate close to zero means you got no bullets in the gun if trouble comes over the horizon for financial relief. Having interest rates at close to zero and in fact promoting negative rates will make banks interpret that with charging clients higher fees to use their services which will force more customers to use alternative capital storage, funding, and transfer solutions. Everyone's getting the gist that the people at the Federal Reserve aren't that skilled which means they can be bullied into the wrong decisions.

  • @larslarsen8837
    @larslarsen8837 2 года назад +1

    Fed is already stating Det flip flopers 😂😂😂😂🤡🤡🤡🤡⛽⛽⛽⛽

  • @erikbrown77
    @erikbrown77 2 года назад +13

    Watching / listening to Mohamed (and Peter Schiff) is like watching a weather reporter on the local TV channel. And whether it’s cloudy or sunny, they give the exact same report day after day, month after month after month, year after year: “It’s raining cats and dogs out there, and we’re about to get a hurricane.” Sure, eventually they’ll be correct, but are you going to be afraid to go outside until they finally are right?

    • @brandon62031
      @brandon62031 2 года назад +4

      Well i think Mohamed is pretty much spot on with his calls since q2 2021

    • @anilpe
      @anilpe 2 года назад +1

      @brandon Even a broken clock is correct twice a day.

    • @zhinan888
      @zhinan888 2 года назад +1

      I agree. Economists tend to be perfect looking backwards. 😉

    • @zhinan888
      @zhinan888 2 года назад +5

      At least they are better than Cramer, who give wrong advice 90% of the time

    • @erikbrown77
      @erikbrown77 2 года назад

      @@brandon62031 Mohamed steadfastly predicted a double dip in April - May - June, 2020. Those who trusted him missed out on the “V”. I listened to him until mid-May, then no more

  • @robertleewhitt6241
    @robertleewhitt6241 2 года назад +1

    Inflation is caused by the money supply increasing > MV=PY
    > M ; money supply > V ; velocity how many times dollar rolls over in an economy > P ; prices of goods and services & lastly Y > Real GDP
    The velocity of money and real GDP do not make gigantic changes to the formula they’re fairly constant
    So what does that leave us with >…..
    ( money supply = price of goods and services )
    Congress must stop spending money and increasing the money supply that’s causing US inflation ! The Fed chairman Powell should tell Congress to knock it off because you’re making my job harder stop spending foolishly !

  • @tioswift3676
    @tioswift3676 2 года назад +5

    What I got from this video: The inflation genie must go back into the bottle

    • @micmccond7
      @micmccond7 2 года назад +1

      How does that work when you've already started making wishes?

    • @gb8518
      @gb8518 2 года назад

      👏👏

    • @boboften9952
      @boboften9952 2 года назад

      They think its a Genie
      But it's a Ghost from Christmas pasts .
      Patient is still high on Dollars Deleruim .
      And the Peasant worker ants still have to work , eat , sleep .

  • @joefacca
    @joefacca 2 года назад

    End the FED

  • @hRt42kuo7jTtmk14
    @hRt42kuo7jTtmk14 2 года назад +1

    No rate cuts in 2023. Hike till you drop is the name of the game. 3 quarters of recession starting in Q4 2022.

  • @JulianBark
    @JulianBark 2 года назад +3

    Powell talks like Paul Volcker but acts like Arthur Burns who blew it on inflation decades ago.

    • @amenbrother8818
      @amenbrother8818 2 года назад +1

      You are spot on, I'm an ordinary guy and I have been screaming your comment on Twitter for the last 18 months. Powell is worse than Arthur Burns. Lawyer Powell seems to be serving his former employers the bond traders, hedge fund and private equity bankers and not the republic. He can't even pretend to be serious about squeezing inflation. He's pathetic, and shame on Sherrod Brown and the CBC for pushing him through the Senate. He's screwing over the people they purport to care about.

    • @frankyang5657
      @frankyang5657 2 года назад +2

      Yes ! you've got the point ! Well said. As a forengner I feel the same with you but cannot write as brief and strong words like you. You are really a genius.

  • @chavruta2000
    @chavruta2000 2 года назад

    El Erian never misses a chance to insult the Fed.

  • @bbalila
    @bbalila 2 года назад

    Now most inflation is due to oil prices, it’s a he problem from 1970s , now it’s time to shift to renewables as soon as possible so we never get in like this situation again.

  • @christianduval9067
    @christianduval9067 2 года назад +2

    Forget about the past.....inflation is there to stay......until drastic measure......a mix of 1970's and 2008......
    I expect 5% and more from the fed at the end of the year
    Here in Canada...5 years mortgage at 5%.......also deposit for (1) year 5,10%..........
    Savers turn

  • @gee1777
    @gee1777 2 года назад

    I was always against full on globalization and thought markets were making big mistake on key economic elements and supply chains

  • @YS-ys1us
    @YS-ys1us 2 года назад +9

    The patient has medium-stage cancer with pain. Chemo therapy will case more pain, but eventually cure the cancer. Morphine will help the pain and make patient feel better in short term, but delay the cancer to late stage. Which medication do you choose, FeD?

  • @durihye2405
    @durihye2405 2 года назад +95

    Always good to hear your thoughtful and logical analysis. I don't care about bullish or bearish market. Trade a small percentage of your portfolio rather than going in and out every couple weeks trying to time the market trading went smooth for me as I was able to raise over 8.4 BTC when I started at 3 BTC in just few weeks implementing Bryan Anderson and tips..

    • @lordofrodinia5033
      @lordofrodinia5033 2 года назад

      I have heard a lot about this guy on so many channels here on RUclips, some call him the crypto messiah! could he be the new wolf on crypto street

    • @jurgen7540
      @jurgen7540 2 года назад

      Bryan is one of the best in the crypto market… I was able to recover my loss with his strategy during the fall and his daily signals are 100% viable. It was very easy compared to other programs i have used in the past.

    • @leonardogustavo2929
      @leonardogustavo2929 2 года назад

      My story and experience with Bryan is not a regular story i mean it was not easy getting here even with his help but at the end of the day i was able to bounce out with awesome pr0fit

    • @godanddevil.5331
      @godanddevil.5331 2 года назад

      Crude oil should exchange only with gold and silver ALL dollars are fake rich dad Robert KYOSAKI said........

  • @richardwilson57
    @richardwilson57 2 года назад

    So true ……. These guys at the fed are the worst possible combination of poor analytics, poor communication and poor decision making……. Buy gold, BTC and silver and just forget about these Wallies

  • @firoze4308
    @firoze4308 2 года назад

    What's wrong on the starving globe.

  • @mikeflair6800
    @mikeflair6800 2 года назад

    El-Erian is a big talker. He says Powell is late, must get serious. OK with me...double the Feds Fund Rate today! El-Erian would be shocked and disagree too fast, he talks out of both sides of his mouth constantly. He says Powell problem and what about his fiscal spend spend spend democratic friends? We need BOTH strong Chairman Powell and a USA Government with the guts to cut spending. I am expecting 2 to 3 years of recessionary conditions, until the Fed can get back to 2% level.

  • @TargetMissLol
    @TargetMissLol 2 года назад +6

    El-Erian practically begging the markets to go down at this point. 😂

  • @harrychu650
    @harrychu650 2 года назад +4

    This guy is an establishment spokesman who says the administration's wild spending and tuition forgiveness aren't inflationary.

  • @romanmiles7403
    @romanmiles7403 2 года назад

    TRUSTED INFORMATION

  • @mhustc
    @mhustc 2 года назад

    mahommad for fed chairman

  • @brazilstreets7955
    @brazilstreets7955 2 года назад

    Why all the comments complimentig El Erian sound like a robot?

  • @BrisLS1
    @BrisLS1 2 года назад

    These people have a look for radio. Pause this at any point, you have Tom Keene, who thinks literally everything can be explained by a Calculus metaphor, typing into his phone, Jonathan talking and engaging the guest intelligently, Lisa, who wears the weirdest clothes, nodding and giving a puzzled look to somebody off screen.

  • @qualquan
    @qualquan 2 года назад

    El Arian has shorted the market and loves to drive it down.

  • @theheadlightfamily4720
    @theheadlightfamily4720 2 года назад +3

    Inequality in NOT a FED mandate. Powell has no business even talking about it. Stop the political influence with the FED it is independent.

  • @lochan8180
    @lochan8180 2 года назад +4

    "And I saw the dead, small and great, standing before God, and books were opened. And another book was opened, which is the Book of Life. And the dead were judged according to their works, by the things which were written in the books.
    The sea gave up the dead who were in it, and Death and Hades delivered up the dead who were in them. And they were judged, each one according to his works.
    Then Death and Hades were cast into the lake of fire. This is the second death. And anyone NOT FOUND written in the Book of Life was cast into the lake of fire." (REVELATION 20:12-15 NKJV)
    Today, while you are still alive and able, may you repent from your sins, believe in your heart and confess with your mouth that JESUS CHRIST is your Lord and Savior, so that through Him, your name will be written in the Book of Life.
    "For God so loved the world that He gave His only begotten Son, that whoever BELIEVES in Him
    should not perish but have everlasting life.
    For God did not send His Son into the world to condemn the world, but that the world through Him might be saved." (JOHN 3:16-17 NKJV)
    By God's GRACE, the gift of Salvation and Eternal Life is available to all. You can RECEIVE it. You can REJECT it. May you choose wisely. 💭

    • @cris471
      @cris471 2 года назад +1

      Your fucking religious beliefs…..
      keep them to yourself and stick them where the Sun don’t shine, you filthy religious Nazi bastard

  • @slum0523
    @slum0523 2 года назад +6

    Asleep at the Wheel consequence is accident. Failed Fed. Powell still keeping his job. Perhaps Mo needs to replace Powell! 😂

  • @theodorearaujo971
    @theodorearaujo971 2 года назад

    Neutral is 8.5%.

  • @gee1777
    @gee1777 2 года назад

    The Fed is clueless and tired of hearing what they should do as they always disappoint, get rid of these PhD clowns and get some real world non economist types who know how to create jobs and value of money and support stable currencies and small amount of deflation

    • @amenbrother8818
      @amenbrother8818 2 года назад +1

      J. Powell's your man, he's a lawyer with absolutely no economics degree what so ever! How's that working out?

  • @mfmalik8939
    @mfmalik8939 2 года назад

    Am I missing something. Inflation is higher since there are tremendous amounts of money being printed . If you wan to slow inflation then slow down money printing. How increasing interest rate will help?? while money printing is going on like there is not tomorrow

  • @hRt42kuo7jTtmk14
    @hRt42kuo7jTtmk14 2 года назад +5

    200bps hike in September.

    • @Hotel_Chuck
      @Hotel_Chuck 2 года назад

      No way….
      Probably. 25bps hike

    • @ukrarex
      @ukrarex 2 года назад +2

      I wish, its not about being bearish or bullish. Its about being tired of uncertainty.

    • @julianschmahl8267
      @julianschmahl8267 2 года назад

      8000 bps hike

    • @FollowTheRabbitHole
      @FollowTheRabbitHole 2 года назад +1

      a 100bps hike would be a sufficient slap in the face to the markets, as well as the u.s. government to quit the excessive spending. there's still not enough capitulation, and this recent bear market 20% spike is evidence of it (not to mention the huge flow into memestocks and others)

  • @gilbertamthor5098
    @gilbertamthor5098 2 года назад

    Could they pick a more expensive place to meet? Jesus

  • @yourbettingassistant7985
    @yourbettingassistant7985 2 года назад +2

    Don't forget El Erian said "we were not out of the woods" late March 2020 when SPY was trading at $240. He's clueless

  • @upsanddowns157
    @upsanddowns157 2 года назад +1

    Jpow will pump the market. Big rally incoming.

    • @browsedeweb8834
      @browsedeweb8834 2 года назад +2

      This is all he knows how to do. Every single time he speaks, the PPT pumps the market. Every single time.

  • @DKK
    @DKK 2 года назад

    Mohamed, you’re always wrong but we keep bringing you back

  • @govindarajua431
    @govindarajua431 2 года назад

    Hi

  • @ladym1221
    @ladym1221 2 года назад

    I disagree with everything you said. You are being overly harsh for your own agenda and aggrandizement.

  • @joycekoch5746
    @joycekoch5746 2 года назад

    Until M2 comes down inflation will keep re-alighting.
    You can crush volacity but as long as the fuel is there...

  • @kevinarea
    @kevinarea 2 года назад

    I hope I’m wrong in saying this (because I really like El Erian) but it looks and sounds like he is reading from a teleprompter. His facial expressions seem different also.

  • @vahabarmenian5845
    @vahabarmenian5845 2 года назад +2

    el erian most overrated economist out there

    • @Hopkidnow
      @Hopkidnow 2 года назад +1

      Roubini: hold my beer

  • @jmcg5838
    @jmcg5838 2 года назад

    UNREDACATED
    By Donald J Trump
    My final stand , indictments, trials and prison. Believe me.
    If it is as bad as Jared's book and Trump's "motion" it will be comedic.

  • @pakpala1
    @pakpala1 2 года назад

    Billionaires have too much money, it is the reason we have inflation..

  • @patriciafitch2432
    @patriciafitch2432 2 года назад

    Stop printing money!!

  • @phils5650
    @phils5650 2 года назад +1

    A very poignant observation at 0.30 "deficient aggregate supply". The other side of the inflation problem is the supply side, not just dampening demand by rising rates. Reduce the costs of production, reduce and enhance energy cost and supply, cut redtape, mobilise underutilised labour, get people back to work by stop paying them to stay at home.

    • @micmccond7
      @micmccond7 2 года назад

      You do realize that it takes months to ship a product from Asia to the US precisely because ships travel thousands of miles at 15-18 Knott's an hour. There's a reason the gulf coast and east coast are struggling with a ship backlog while the Pacific coast is in a lull. Decisions made today don't see the effect until at least 3 months later. The US may need to start focusing on regionalized supply chain projects. Start releasing permits on shale oil extraction, open the keystone pipeline and drive down the cost of oil hopefully by the end of the year. With a key focus on oil export growth. There's no escaping the stallout...they need to focus on the recovery period afterwards.

  • @jaym9846
    @jaym9846 2 года назад +4

    I'm buying AMC, BBBY, and BTC with deferred student loans. Thanks President Biden.

    • @micmccond7
      @micmccond7 2 года назад +1

      You should thank Congress they wrote and passed it...the executive branch doesn't legislate it enforces...US history 101.

  • @edmundfong7288
    @edmundfong7288 2 года назад

    Does China's recent cut make it less or more likely our central bank will continue to increase Fed Fund Rate?

    • @amenbrother8818
      @amenbrother8818 2 года назад

      Interesting question. China's rate cuts seem a reaction to the shutdown's Xi Jinping has been mandating in response to Covid outbreaks.

  • @TheJoeMoneyShow
    @TheJoeMoneyShow 2 года назад

    Europe is fine yall trippingggg