man, lucky the banks could not take risks... very interesting interview in all. glad i listened to it late. Roger has very clear thinking. thx for the video.
Super stoked to see this uploaded on the same day it was recorded. Sometimes previously recorded interviews can be a little stale due to the timeliness of information covered. Not this time!! Great show Jack!
I’m a bit confused re equity markets. So I think your guest was saying, if there’s a recession, the market sees that as a positive and stocks will reprice higher due to lower interest rates. Then the market sees a soft landing as a positive and will/are repricing stocks higher. If this is the case, it sounds like regardless of whether we have a recession or things keep going as they are, equities will go higher… so, buy stocks as there’s not a scenario where they will reprice down? I’m not an Economist so might have misunderstood but this sounds quite strange to me.
Except in this video he looked at the camera the entire time instead of looking off-camera at the ceiling half the video because it’s the cool new thing to do 🙄🤦🏻♂️
I like this guy. Used to listen to his Refinitiv videos on Real Vision. His method of sticking to the data rather than cherry picking to support a pre-chosen narrative provides a good macro framework for investors. Now I'm going to slightly disagree with him on long term commodity positions. I think people should have a core position rather than going to cash and waiting to buy the dip. What if the dip never comes and you miss out on some monster move to the upside? Trade around the edges, but keep a core position. That's my philosophy.
I really appreciate his focus on a "framework" (1:15:11) it's often a neglected perspective because it's unavoidably blurry and easy to psychologically avoid the complexity (too many open ended event models to contemplate) but ultimately if you don't know where you're going then obviously any step is one in the wrong direction
The markets are still unsure if the Federal Reserve will continue to its plan to raise interest rates until inflation is under control, despite the fact that bond yields are rising while stock prices are falling. What is the greatest strategy to take advantage of the current bear market while I'm still deciding whether to sell my $401k worth of stocks?
Even though there will probably be more pain in the future, without a doubt, the Fed is to blame for the exceptional catch-up measures currently in place since they were initially too slow to control inflation. Many people do, in fact, downplay the value of financial professionals until they are experiencing emotional turmoil. I definitely remember needing encouragement to continue running my business.
You're not doing anything wrong; you simply lack the expertise necessary to make money in a bear market. Only highly knowledgeable professionals who had to witness the 2008 financial crisis could expect to make a sizable income in these turbulent times.
@@thomaslewis514 I've been looking into the potential of speaking with consultants lately. I require direction because I am an adult, but I wonder how really beneficial their services might be.
@@AnthonyHart34 They are truly top-notch in their profession; I had the pleasure of working with one and it proved to be immensely advantageous as they helped me restructure my entire portfolio. My advisor is none other than ''sharon lee casey'' , a renowned figure in her line of work whom you may be familiar with.
@@thomaslewis514 Thank you for this tip , I must say, Sharon' appears to be quite knowledgeable. After coming across her online page, I thoroughly went through her resume, educational background, and qualifications, and I must say, it was quite impressive. I reached out to her, and I have booked a session with her.
Even with the current dip in crypto currency’s, I’m still glad I can smile 😊 back at my portfolio of $86,700 built from my weekly trade, I’m having my fourth withdrawal in 10 business days😊
Mr Alex Jones has been such a blessing to me, my colleague got me involved in this and I can’t thank him enough, my first placement was a little amount of Ethereum and my investment has been growing so well even with the current dip.
Hirst does not want to take any firm stand either the market will crash or the bull market will go on. He just tells that if everything goes smoothly, soft landing, otherwise hard landing...Do you need economy degree to tell this?
SOFR curve is largely meaningless: SOFR futures do not have real duration; there's a qualitative difference between "I'll loan you $100 for 30 days at 3.5% interest" and "I'll loan you $100 overnight at 3.5% interest in 30 days, and I'll charge a 0.1% premium for the convenience of the option".
Did my eyes deceive me, or did I really see a plug for buying T-bills midway through this video? We have really done a 180° in the financial world because 6 months ago, that would have been an FTX ad.
I love you have ads within the video...like there are not enough ads on this youtube channel to begin with.
man, lucky the banks could not take risks... very interesting interview in all. glad i listened to it late. Roger has very clear thinking. thx for the video.
Super stoked to see this uploaded on the same day it was recorded. Sometimes previously recorded interviews can be a little stale due to the timeliness of information covered. Not this time!! Great show Jack!
I’m so l😊
Jack, followed you on RV in the past, such a coo to get Roger the rock star on FG . Well done!
I’m a bit confused re equity markets. So I think your guest was saying, if there’s a recession, the market sees that as a positive and stocks will reprice higher due to lower interest rates. Then the market sees a soft landing as a positive and will/are repricing stocks higher. If this is the case, it sounds like regardless of whether we have a recession or things keep going as they are, equities will go higher… so, buy stocks as there’s not a scenario where they will reprice down? I’m not an Economist so might have misunderstood but this sounds quite strange to me.
good seeing Hirst again after so long
Brilliant stuff as always. Jack crushed it with this guy. Exactly the kind of content we need at this time.
Love your show man. Great work
This was a great guwst Jack. Clear, fast, congruent analysis
I always thought Roger rehearses the refinitiv clips because he talks so smooth, and whaddya know, he rehearsed this podcast conversation too
Just that good smh
we should all inspire to be like roger
Except in this video he looked at the camera the entire time instead of looking off-camera at the ceiling half the video because it’s the cool new thing to do 🙄🤦🏻♂️
I like this guy. Used to listen to his Refinitiv videos on Real Vision. His method of sticking to the data rather than cherry picking to support a pre-chosen narrative provides a good macro framework for investors.
Now I'm going to slightly disagree with him on long term commodity positions. I think people should have a core position rather than going to cash and waiting to buy the dip. What if the dip never comes and you miss out on some monster move to the upside? Trade around the edges, but keep a core position. That's my philosophy.
Excellent guest
Roger, Best on RealVision.
This is prime TV time, thx
I listened carefully many times what Roger says. I have the impression that doesn't see recession in 2023.
I really appreciate his focus on a "framework" (1:15:11) it's often a neglected perspective because it's unavoidably blurry and easy to psychologically avoid the complexity (too many open ended event models to contemplate) but ultimately if you don't know where you're going then obviously any step is one in the wrong direction
Roger the great 💱
Great points! Agree, looking at a touch and go landing...circling around for the final touchdown. *May experience some turbulance
So many ads 😳
You need an ad blocker.
Best of the best
When I used to subscribe to RV the only person I used to listen to is Roger's segment , not that conman RP
The markets are still unsure if the Federal Reserve will continue to its plan to raise interest rates until inflation is under control, despite the fact that bond yields are rising while stock prices are falling. What is the greatest strategy to take advantage of the current bear market while I'm still deciding whether to sell my $401k worth of stocks?
Even though there will probably be more pain in the future, without a doubt, the Fed is to blame for the exceptional catch-up measures currently in place since they were initially too slow to control inflation. Many people do, in fact, downplay the value of financial professionals until they are experiencing emotional turmoil. I definitely remember needing encouragement to continue running my business.
You're not doing anything wrong; you simply lack the expertise necessary to make money in a bear market. Only highly knowledgeable professionals who had to witness the 2008 financial crisis could expect to make a sizable income in these turbulent times.
@@thomaslewis514 I've been looking into the potential of speaking with consultants lately. I require direction because I am an adult, but I wonder how really beneficial their services might be.
@@AnthonyHart34 They are truly top-notch in their profession; I had the pleasure of working with one and it proved to be immensely advantageous as they helped me restructure my entire portfolio. My advisor is none other than ''sharon lee casey'' , a renowned figure in her line of work whom you may be familiar with.
@@thomaslewis514 Thank you for this tip , I must say, Sharon' appears to be quite knowledgeable. After coming across her online page, I thoroughly went through her resume, educational background, and qualifications, and I must say, it was quite impressive. I reached out to her, and I have booked a session with her.
Couldn’t finish. Ads are way too frequent
Way too many ads
I don't know any other person like Roger that can talk so much and say so little
Great interview. Could you just go easy on the number of adds per episode?! It's unbearably annoying.
Thanks again.
Agreed
I was gonna say the same thing. Its like every 2 mins. Literally
Even with the current dip in crypto currency’s, I’m still glad I can smile 😊 back at my portfolio of $86,700 built from my weekly trade, I’m having my fourth withdrawal in 10 business days😊
This must be an investment with Mr Alex Jones
Wow I’m just shocked you mentioned expert Alex Jones ,though I’m the only one trading with him .
whatspp..👆
THANKS A LOT I HAVE CONTACTED HIM NOW AND HE RESPONDED I SEE THIS AS AN OPPORTUNITY TO ESCAPE MY FINANCIAL SITUATION ☺️.
Mr Alex Jones has been such a blessing to me, my colleague got me involved in this and I can’t thank him enough, my first placement was a little amount of Ethereum and my investment has been growing so well even with the current dip.
Roger hirst talks with his hands for real not as some cheesy technique . I hate when people fake it
Oh look it’s Captain Conundrum. The guy who does no real analysis but asks 1000 questions
RUclips didn’t like the first reply I guess.
Has no idea of wage rises in public sector in UK, all areas are getting below inflation rises. Inaccuracies like this undermine his analysis
This was awesome
Economic investigator Frank G Melbourne Australia 🇦🇺 still watching this informative content cheers Frank
Hirst does not want to take any firm stand either the market will crash or the bull market will go on. He just tells that if everything goes smoothly, soft landing, otherwise hard landing...Do you need economy degree to tell this?
Roger is going to be working for Jack soon.
I literally "butt" donated $2. 😂🤣😂 I need a grateful that my "butt" didn't put two or more zeros.
< What is the best way to make money from Crypto currency trading?
40% rent and don’t own assets. Pensioners under capitalised … these issues have not gone away.
Video has a large silent gap. No voice, frozen
Try again. It played through without trouble for me.
SOFR curve is largely meaningless: SOFR futures do not have real duration; there's a qualitative difference between "I'll loan you $100 for 30 days at 3.5% interest" and "I'll loan you $100 overnight at 3.5% interest in 30 days, and I'll charge a 0.1% premium for the convenience of the option".
in UK you can be paid forever to do nothing!? no consequences?
Please 🙏🏿What is the best way to make profitable investment on crypto currency as Crypto has become dominant ?🎉✔️✔️
Did my eyes deceive me, or did I really see a plug for buying T-bills midway through this video?
We have really done a 180° in the financial world because 6 months ago, that would have been an FTX ad.
"...ugh, God, I sound like a socialist" he says as he proceeds to say things that are demonstrably correct.
Wow .. I didn't realize Gordon Ramsay is good in trading too.
The next great investment opportunity in the EM is in Brazil India Mexico Indonesia (B.I.M.I is the new BRIC
The crypto scammers are big on this channel. Lol