We are having an "unadvertised" sales so you can take advantage of our best offer packaging the DDA and a membership together while also including our Daily Briefing, too. All the details here: www.eurodollar.university/sales-page-1
Jeff, you really impressed me this time with your astute summary of all this 💩 ... Stay off the esoterics, and keep getting to the point. Like Hemingway, cut until all you have is the truth.
Given the persisting global economic crisis, it's essential for individuals to focus on diversifying their income streams independent of governmental reliance. This involves exploring options such as stocks, gold, silver, and digital currencies. Despite the adversity in the economy, now is an opportune moment to contemplate these investment avenues.
The pathway to substantial returns doesn't solely rely on stocks with significant movements. Instead, it revolves around effectively managing risk relative to reward. By appropriately sizing your positions and capitalizing on your advantage repeatedly, you can progressively work towards achieving your financial goals. This principle applies across various investment approaches, whether it be long-term investing or day trading.
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Finding financial advisors like Natalie Noel Burns who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look Natalie Noel Burns up and send her a message. You've truly motivated me. God's blessings on you.
Back in the 80's, Reagan announced the idea of a FIRE economy (financial, insurance and real estate). 40 years later, here we are. Btw, Hugh's a bright guy. Thanks for sharing this Jeff.
FIRE industry is fundamentally unproductive. This is eminently obvious to anyone with half a brain. The only purpose for FIRE sector is to grease the wheels, so to speak, for the parts of the economy that are actually productive. If FIRE is growing larger as a proportion of the overall economy, then the economy is inherently becoming less efficient.
Neo conservatives love blaming today’s problems on the actions of some dead guy from 40 years ago. I’d take economics of the 80s any day over the last 30 years.
In these uncertain times, it's more important than ever to have a solid understanding of how to manage your finances, invest wisely and navigate economic downturns. But my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains, sure I'm all in on the long term game, but with my savings are lying waste to inflation and my portfolio losing gains everyday, I need a remedy.
If you need advice, consider speaking with a financial advisor. Don't get me wrong, you can do it on your own, but financial advisors have a lot more knowledge and expertise in this area.
Investing in the stock market has HISTORICALLY provided higher returns than other forms of investment. According to Morningstar, the average annual return for the S&P 500 index, which measures the performance of 500 large-cap stocks, was approximately 10% from 1926 to 2020.
Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over $610k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look.
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
Fiduciary counselors have access to exclusive information and data sources that aren't available to the broader public. By heeding the guidance of my fiduciary counselor ,Aileen Gertrude Tippy I managed to generate earnings exceeding $820,000 during the third and fourth quarters of 2022. I have high expectations for continued success.
I just looked up Aileen online and researched her accreditation. She seem very proficient, I wrote her detailing my Fin-market goals and scheduled a call.
Wow Jeff mentions financialization. Will he ever speak about rentier activity again? I recall ages ago he mentioned Henry George. He's finally spot on, financialization is CANCER
I recognize the hardships that come with economic struggles like unemployment, job loss, inflation, housing market instability, political uncertainties, and the global impact of conflicts and wars. Making ends meet during such times can be incredibly challenging. To navigate this difficult period, considering alternative job prospects, enhancing skills through online courses, and expanding your network can heighten the chances of securing employment. Moreover, prudent budgeting, exploring available financial aid programs, and seeking assistance from community organizations can offer some relief. How are you currently tackling these challenges? Have you implemented any specific strategies to cope?
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
My CFA ’Margaret Johnson Arndt’ , 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.
Always love to listen to Hugh. Thank you, Jeff. Spot on, but no one seems to be willing to receive the message. Great analogy: The arrogance of ‘being in control’ of the complex events unraveling in Chernobyl back in 1986. There is also a famous poem by Goethe: The sorcerers apprentice. Time to be on high alert.
Boron was the coolant. Graphite was the tip of the boron rod. Graphite accelerated reactivity. When they initiated the boron rod, the reactor was already blown and to hot. As soon as the rods were sent down, the graphite tips instantly reacted, water evaporated instantly and kaboom.
The government currently lacks concrete strategies to address inflation. Inflationary pressures are impacting various sectors, including stocks, housing, and commodities, causing their prices to rise. It is not advisable to keep your money idle and wait for a market crash. Instead, it is prudent to put your money to work by starting with cautious investments and gradually increasing your pace as prices decline further. Withdrawing a significant amount of money, exceeding $500K, from my account at this time presents a challenging decision.
Nevertheless, there are certain investors who are still managing to generate substantial returns despite the unfavorable market conditions. Achieving similar results requires skill and expertise.
Honestly I stopped listening and taking financial advise from these RUclipsrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, In reality, all I needed was professional advice.
I’ve actually been looking into advisors lately, the news I've been seeing in the market hasn't been so encouraging. If you don't mind me asking who's the person guiding you?
Wendy Birkett 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.
Unbelievable Really there is no better feeling than coming across a similar name who has helped change ones family life financially, Yes i know her and honestly i can testify her strategy is amazing and truly worth giving the shot.
Some time back, I distinctly remember Hugh advocating for the FED to lower rates to 0% or to go negative ("why not???") At that time, we were already at very low rates. No joke.
This reminds me of Bruce Cockburn's lyric, from "When You Give It Away": "And in the other corner (wearing the white trunks), today's tourists already sweating.".
Given the uncertain economic conditions and heightened global tensions, I'm considering investing over $800k in stocks. However, I'm uncertain about how to minimize potential risks.
Consider hiring financial advisors, estate planners or tax experts. They can provide specialized knowledge and help you navigate complex financial decisions.
Having an investment advisor is the best way to go about the stock market right now. I was going solo, but it wasn't working. I’ve been in touch with an advisor for a while now, and just last year, I made over 80% capital growth minus dividends.
I take guidance from ‘Nicole Desiree Simon‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
I work with "Nicole Desiree Simon" as my fiduciary advisor. Simply look up the name. You would discover the information you needed to schedule an appointment.
This is a great economic discussion between two very smart and informed individuals. One happens to look like a really rough looking Angelina Jolie and another who looks like Taylor Swift after a big night out.
They intend to use this as a means of seizing control of your assets. Thousands of dollars are already missing from my 401(k). Where to invest the $449k I have left without taking any chances is my main concern. Ideas are welcome 🙏
Dont think here is the place for personalized investment guidance. However, I suggest consulting with a reliable advisor to ensure appropriate investment planning.
Agreed, I’ve been investing in the stock market for 11 years now, last 5 years with the help of a financial planner apparently due to the covid-19 pandemic crash. Throughout these years of guidance alone, I've been fortunate enough to 10x my return as a DIY investor, summing up nearly $1m roi as of today.
I was in London when Hugh was talking about this back in the day. I just don't think we understood how much they could print: and yes they did in fact print. Full stop.
This video is so good, in terms of it's discussion of engineered 'Metanomics' 'models' that sit in an illusory veiled reality above regular Economics, that I sent it to my ex mainstream Professor.
The day after Biden took office President Biden cancelled the Keystone pipeline. Two days later Saudi Arabia raised the price of oil 42%. Within two weeks my grocery bill doubled. It was wild to see everything double.
The issue I have with the 'Silent Depression' reference is that the trend line they reference is the biggest bubble period in history for financial assets, and you would expect performance to organically deteriorate at some point. It doesn't necessarily mean that we are facing financial armageddon.
Wow , didnt know that about the reactors. Hugh does a lot of us do -gobble up knowledge from history of society to attempt to predict for hedging and yield.
I like his metaphor likening the Fed to the facility's operators in that fictional movie. Twiddling knobs and spewing acronyms while nuclear chaos rages uncontrolled in our economy deep below.
Fundamentally we have reached the limits of economic growth. China's growth spurt is the last hurrah. From now on the inequality that prevailed before industrial capitalism increased material wealth will return with many more have-nots than haves.
The control rods in Chernobyl were installed in the ground, coming from down and not up. So you had a big platform that was design to move it up, wopuld take a long time to do so if succesful. All the centrals changed designed after that to come from the top and let gravity do the work.
nations could levy 20% tariff on all imports to pay debt / Treasury bonds, provide liquidity to businesses, Federal Reserve / central bank raise interest rates to reduce inflation, earn interest on Treasury bills and bonds; while keeping same tariff rates around world for trade
The video discusses the financial market's complexity, likening the current situation to the 2007 crisis with underlying issues not obvious in the stock market. It focuses on global macro hedge funds and diversification in unpredictable markets, emphasizing long-term treasury markets and China's economic and real estate influence. It highlights China's internal financing's impact on global economics and potential major deflationary events. The video concludes with concerns about financial market sustainability amid global economic imbalances. On a lighter note, considering how complex and unpredictable the markets are, maybe we should all just invest in time machines instead!
In this discussion, the focus is on the perplexing state of global financial markets, drawing parallels between the current situation and the 2007 financial crisis. There's an exploration of the dichotomy between the stock market's performance and the underlying economic reality, especially considering the impact of China's economic policies and the role of the Federal Reserve. The conversation delves into the complexities of financial markets, addressing issues like the bond market's insights versus the stock market's optimism, and the potential repercussions of China's property market bubble. At the end of all this serious financial talk, one might quip, "So, in the world of finance, when things look too good to be true, they probably are... unless you're a cat with nine lives and a golden parachute!"
A very thought-provoking episode. I just think you're both underestimating the levers that China has at its disposal, including the ability to impose massive losses on Chinese plutocrats i.e. "bail-ins" rather than "bail-outs". So it doesn't need to print money to inflate away its debts.
He’s blaming China for trade imbalances? It’s the fiat system that is to blame. Nothing stops a country from simply pegging its currency to usd. (Under a goal standard, that isn’t possible.)
China's currency is not as strong as it should be possibly because prior to 2016 China would devalue their currency periodically to engender more favorable trade balances for China. That stopped in 2017 when the US forced a trade balance change.
Fwiw imo Diego parilla nailed it couple years ago . Real estate in China is like 70% of wealth so u devalue the yuan to reboots real estate and u have huge amount of US treasuries to do w.e else u need to do in the economy to prop it up ! And like Diego said , once u see China devaluing its currency , all goods imported from China u taxe it by the equivalent % of China devalued currency . China is check mate !
“It all went into banking, it all went into balance sheet capacity, it all went into financialism.” This quote is an example of the technical gibberish that makes this 35 minute conversation unintelligible for the common viewer. Please do a better job defining your terms.
Financial economy took over due to too low taxes compare to the real economy … U get tax more when u produce something (income) compare when u make money with money (rentiers)
Sodium not Graphite but otherwise an interesting discussion. How can you not have a silent depression with falling populations and parasite central banks sucking up liquidity. The boot of the state is on the neck of business all over the world.
We are having an "unadvertised" sales so you can take advantage of our best offer packaging the DDA and a membership together while also including our Daily Briefing, too. All the details here:
www.eurodollar.university/sales-page-1
Jeff, you really impressed me this time with your astute summary of all this 💩
... Stay off the esoterics, and keep getting to the point. Like Hemingway, cut until all you have is the truth.
Given the persisting global economic crisis, it's essential for individuals to focus on diversifying their income streams independent of governmental reliance. This involves exploring options such as stocks, gold, silver, and digital currencies. Despite the adversity in the economy, now is an opportune moment to contemplate these investment avenues.
The pathway to substantial returns doesn't solely rely on stocks with significant movements. Instead, it revolves around effectively managing risk relative to reward. By appropriately sizing your positions and capitalizing on your advantage repeatedly, you can progressively work towards achieving your financial goals. This principle applies across various investment approaches, whether it be long-term investing or day trading.
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Finding financial advisors like Natalie Noel Burns who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look Natalie Noel Burns up and send her a message. You've truly motivated me. God's blessings on you.
Hugh and Jeff. Much respect to you both.
@wagashimanju do you not like them as human beings or do you disagree with their thesis?
With an Emil shout out, yeah, I like these guys
@@wagashimanjuBingo
@@AllNighterHeiderBoth
Back in the 80's, Reagan announced the idea of a FIRE economy (financial, insurance and real estate). 40 years later, here we are.
Btw, Hugh's a bright guy. Thanks for sharing this Jeff.
FIRE industry is fundamentally unproductive. This is eminently obvious to anyone with half a brain. The only purpose for FIRE sector is to grease the wheels, so to speak, for the parts of the economy that are actually productive. If FIRE is growing larger as a proportion of the overall economy, then the economy is inherently becoming less efficient.
Neo conservatives love blaming today’s problems on the actions of some dead guy from 40 years ago. I’d take economics of the 80s any day over the last 30 years.
In these uncertain times, it's more important than ever to have a solid understanding of how to manage your finances, invest wisely and navigate economic downturns. But my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains, sure I'm all in on the long term game, but with my savings are lying waste to inflation and my portfolio losing gains everyday, I need a remedy.
If you need advice, consider speaking with a financial advisor. Don't get me wrong, you can do it on your own, but financial advisors have a lot more knowledge and expertise in this area.
That's impressive! I could really use the expertise of this manager for my dwindling portfolio. Who’s the professional guiding you?
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Investing in the stock market has HISTORICALLY provided higher returns than other forms of investment. According to Morningstar, the average annual return for the S&P 500 index, which measures the performance of 500 large-cap stocks, was approximately 10% from 1926 to 2020.
Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over $610k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look.
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with them?
Fiduciary counselors have access to exclusive information and data sources that aren't available to the broader public. By heeding the guidance of my fiduciary counselor ,Aileen Gertrude Tippy I managed to generate earnings exceeding $820,000 during the third and fourth quarters of 2022. I have high expectations for continued success.
I just looked up Aileen online and researched her accreditation. She seem very proficient, I wrote her detailing my Fin-market goals and scheduled a call.
Wow Jeff mentions financialization.
Will he ever speak about rentier activity again? I recall ages ago he mentioned Henry George.
He's finally spot on, financialization is CANCER
Do we know if Jeff is working for anyone. Is he just this bad?
@@hill2750 I'm afraid he's genuine :-/
Sir, you are no fool.. Thanks for the RUclips presence
I recognize the hardships that come with economic struggles like unemployment, job loss, inflation, housing market instability, political uncertainties, and the global impact of conflicts and wars. Making ends meet during such times can be incredibly challenging. To navigate this difficult period, considering alternative job prospects, enhancing skills through online courses, and expanding your network can heighten the chances of securing employment. Moreover, prudent budgeting, exploring available financial aid programs, and seeking assistance from community organizations can offer some relief. How are you currently tackling these challenges? Have you implemented any specific strategies to cope?
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
My CFA ’Margaret Johnson Arndt’ , 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.
Thanks for sharing, I just liquidated some of my funds to invest in the stock market, I will need every help I can get.
this is a great combo - love Hugh Hendry and you are a great team up!
Another infomercial.
jeff talks about the bond market predicting hell - but spreads on corporate debt to treasuries is super low
There is a collateral shortage right now.
Always love to listen to Hugh. Thank you, Jeff. Spot on, but no one seems to be willing to receive the message. Great analogy: The arrogance of ‘being in control’ of the complex events unraveling in Chernobyl back in 1986. There is also a famous poem by Goethe: The sorcerers apprentice. Time to be on high alert.
Boron was the coolant. Graphite was the tip of the boron rod. Graphite accelerated reactivity. When they initiated the boron rod, the reactor was already blown and to hot. As soon as the rods were sent down, the graphite tips instantly reacted, water evaporated instantly and kaboom.
A better metaphore for the monetary system.
Too late to cool the reactor, deflation followed by massive inflation imo.
The government currently lacks concrete strategies to address inflation. Inflationary pressures are impacting various sectors, including stocks, housing, and commodities, causing their prices to rise. It is not advisable to keep your money idle and wait for a market crash. Instead, it is prudent to put your money to work by starting with cautious investments and gradually increasing your pace as prices decline further. Withdrawing a significant amount of money, exceeding $500K, from my account at this time presents a challenging decision.
Nevertheless, there are certain investors who are still managing to generate substantial returns despite the unfavorable market conditions. Achieving similar results requires skill and expertise.
Honestly I stopped listening and taking financial advise from these RUclipsrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, In reality, all I needed was professional advice.
I’ve actually been looking into advisors lately, the news I've been seeing in the market hasn't been so encouraging. If you don't mind me asking who's the person guiding you?
Wendy Birkett 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.
Unbelievable Really there is no better feeling than coming across a similar name who has helped change ones family life financially, Yes i know her and honestly i can testify her strategy is amazing and truly worth giving the shot.
Some time back, I distinctly remember Hugh advocating for the FED to lower rates to 0% or to go negative ("why not???")
At that time, we were already at very low rates.
No joke.
Great discussion Jeff, I could listen for two more hours, easy.
@@wagashimanjuhe does that quite candidly with other FI managers and it is quite impressive who the money flowed to.
What’s blowing up a 1.2b fund between friends.
" we are going to press this button, and send you another acronym." Fantastic stuff.
This reminds me of Bruce Cockburn's lyric, from "When You Give It Away":
"And in the other corner (wearing the white trunks), today's tourists already sweating.".
Any updates on what Emil is up to? I kinda miss him
Hugh is a king. Absolute King for doing this. I could listen to him 24/7.
Given the uncertain economic conditions and heightened global tensions, I'm considering investing over $800k in stocks. However, I'm uncertain about how to minimize potential risks.
Consider hiring financial advisors, estate planners or tax experts. They can provide specialized knowledge and help you navigate complex financial decisions.
Having an investment advisor is the best way to go about the stock market right now. I was going solo, but it wasn't working. I’ve been in touch with an advisor for a while now, and just last year, I made over 80% capital growth minus dividends.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
I take guidance from ‘Nicole Desiree Simon‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
I work with "Nicole Desiree Simon" as my fiduciary advisor. Simply look up the name. You would discover the information you needed to schedule an appointment.
This is a great economic discussion between two very smart and informed individuals. One happens to look like a really rough looking Angelina Jolie and another who looks like Taylor Swift after a big night out.
Awesome content!!
Nice to listen to two very knowledgeable people
Yeah, learning from failures is the best knowledge
They intend to use this as a means of seizing control of your assets. Thousands of dollars are already missing from my 401(k). Where to invest the $449k I have left without taking any chances is my main concern. Ideas are welcome 🙏
Dont think here is the place for personalized investment guidance. However, I suggest consulting with a reliable advisor to ensure appropriate investment planning.
Agreed, I’ve been investing in the stock market for 11 years now, last 5 years with the help of a financial planner apparently due to the covid-19 pandemic crash. Throughout these years of guidance alone, I've been fortunate enough to 10x my return as a DIY investor, summing up nearly $1m roi as of today.
@georgeh mind if I ask you to recommend this particular planner you use their service?
She's known as a 'HEATHER LEE LARIONI'. So easy and compassionate Lady. You should take a look at her work.
Thanks a lot man. Quite helpful
It's Groundhog Day here at eurodollar university
Still stuck in TLT thanks to these two and losing 500k
06-2005 to end of 2007 TLT bounces up and down at constant rates similar to today's. End of 2023 was a top for me and I sold after 6% gain.
Moron?
Lol both these guys look washed up
so happy to see the ACID CAPITALIST back on the circuit 🔥🔥🔥
I was in London when Hugh was talking about this back in the day. I just don't think we understood how much they could print: and yes they did in fact print. Full stop.
Graphite tips of the rods created the void counteracting the cooling that was necessary.
Babylon Bee needs to run with the headline "Federal Reserve Announces New Acronym to Address Banking Crisis" sometime
I want to live on a Caribbean island like Hugh. I've had enough.... 😔
the man is bored stiff (almost), retired 30 years too soon
Hugh came to mind as I reread “Fooled by randomness”! I’d follow him, but only out of morbid curiosity.
You 2 guys are my all time favourites
Thanks a million.
In the next crisis the fed will need to go to 5 letter acronyms
This video is so good, in terms of it's discussion of engineered 'Metanomics' 'models' that sit in an illusory veiled reality above regular Economics, that I sent it to my ex mainstream Professor.
Love the videos, a collaboration with Richard Werner would be crazy. He had a nice convo with Hugh as well. Cheers
Thank you both - always so eloquent Hugh! We all sit around and join the gambling how did we wind up here?
A beautiful conversation! Thoroughly enjoyed listening. Though it invokes a bit of fear for the near future.
strange, I usually dont like either Jeff or Hugh commentary.. but for some reason here together they manage to be really interesting.
The day after Biden took office President Biden cancelled the Keystone pipeline. Two days later Saudi Arabia raised the price of oil 42%. Within two weeks my grocery bill doubled. It was wild to see everything double.
😂 You hit the nail on the head financialism instead of mercantilism..
Great video, much better having a diverse set of interviews. Would be great if we came back to the same guys later.
The issue I have with the 'Silent Depression' reference is that the trend line they reference is the biggest bubble period in history for financial assets, and you would expect performance to organically deteriorate at some point. It doesn't necessarily mean that we are facing financial armageddon.
Everytime I am in st barths I hope I run into Hugh hendry, and I thought I saw him at Sella but it wasn't him.
When Hugh shows up, "it's not different this time".
One of your best videos.
I want to hear Dr Pettis with you two on this. And while you're at it, get Brent too.
We Gen Xr's lived through several maco-economic events so we are opinionated especially under the influence of a substance or a glass or two of wine.
Incredible interview!
I love the rope light. Of course Hugh has a rope light.
Best interview!
Wow , didnt know that about the reactors. Hugh does a lot of us do -gobble up knowledge from history of society to attempt to predict for hedging and yield.
I like his metaphor likening the Fed to the facility's operators in that fictional movie. Twiddling knobs and spewing acronyms while nuclear chaos rages uncontrolled in our economy deep below.
Priceless
Great insights, thank you.
excellent guest
This is just super 👏🏼👏🏼👏🏼👏🏼🤓
Actually I really do like Hugh!
Wow
Very cool stuff
Thank you
Jeff please do a meet up. I’ll take you to houstons! ❤
Fundamentally we have reached the limits of economic growth. China's growth spurt is the last hurrah. From now on the inequality that prevailed before industrial capitalism increased material wealth will return with many more have-nots than haves.
The control rods in Chernobyl were installed in the ground, coming from down and not up. So you had a big platform that was design to move it up, wopuld take a long time to do so if succesful. All the centrals changed designed after that to come from the top and let gravity do the work.
Where are interest rates going short term?
Hue it’s ok! The rods are graphite! But great analogy!
nations could levy 20% tariff on all imports to pay debt / Treasury bonds, provide liquidity to businesses, Federal Reserve / central bank raise interest rates to reduce inflation, earn interest on Treasury bills and bonds; while keeping same tariff rates around world for trade
love this YT #macroeconomics #depression #fed
The video discusses the financial market's complexity, likening the current situation to the 2007 crisis with underlying issues not obvious in the stock market. It focuses on global macro hedge funds and diversification in unpredictable markets, emphasizing long-term treasury markets and China's economic and real estate influence. It highlights China's internal financing's impact on global economics and potential major deflationary events. The video concludes with concerns about financial market sustainability amid global economic imbalances. On a lighter note, considering how complex and unpredictable the markets are, maybe we should all just invest in time machines instead!
In this discussion, the focus is on the perplexing state of global financial markets, drawing parallels between the current situation and the 2007 financial crisis. There's an exploration of the dichotomy between the stock market's performance and the underlying economic reality, especially considering the impact of China's economic policies and the role of the Federal Reserve. The conversation delves into the complexities of financial markets, addressing issues like the bond market's insights versus the stock market's optimism, and the potential repercussions of China's property market bubble. At the end of all this serious financial talk, one might quip, "So, in the world of finance, when things look too good to be true, they probably are... unless you're a cat with nine lives and a golden parachute!"
"It all comes back to the Dragon's ass if you will" Whaaaaat? 😁
The snake eating its own tail?
Dude if you don’t cut your hair soon I’m unsubscribing. No joke
Just get the audio, why watch a screen. just play and listen
A very thought-provoking episode. I just think you're both underestimating the levers that China has at its disposal, including the ability to impose massive losses on Chinese plutocrats i.e. "bail-ins" rather than "bail-outs". So it doesn't need to print money to inflate away its debts.
The only premium collateral is human labor.
He’s blaming China for trade imbalances? It’s the fiat system that is to blame. Nothing stops a country from simply pegging its currency to usd. (Under a goal standard, that isn’t possible.)
@hugh where can i get some shades like you brother ? looking stylish mate!
WTF ! Is Robert Plant now a financial expert ?
You invested in 30 year treasuries since the end of 2022, what a horrible experience that must have been.
I have absolutely no clue what this guy said.
China's currency is not as strong as it should be possibly because prior to 2016 China would devalue their currency periodically to engender more favorable trade balances for China. That stopped in 2017 when the US forced a trade balance change.
A camel is a horse by a FED committee
Cut your hair Jeff. You're not the JC of Economics.
You are the Joan rivers of economics RUclips mktwatcher. Ty for your contributions!
You cut your hair.
Dem toofs doe 🪥
How shallow?
Fwiw imo Diego parilla nailed it couple years ago .
Real estate in China is like 70% of wealth so u devalue the yuan to reboots real estate and u have huge amount of US treasuries to do w.e else u need to do in the economy to prop it up !
And like Diego said , once u see China devaluing its currency , all goods imported from China u taxe it by the equivalent % of China devalued currency .
China is check mate !
“It all went into banking, it all went into balance sheet capacity, it all went into financialism.” This quote is an example of the technical gibberish that makes this 35 minute conversation unintelligible for the common viewer. Please do a better job defining your terms.
Despite all off disfunctional world and everything bubble who is long on the most expensive asset in the world ( tech stocks) is wining!! 🤷♂️
Financial economy took over due to too low taxes compare to the real economy …
U get tax more when u produce something (income) compare when u make money with money (rentiers)
Japanese Yuan? LOL
Hugh. Very over-rated investor.
Might be a good source of info on lsd😂.
Just buy btc
Thoughtful interview, but I don't remember Clinton telling anyone in Detroit or Cleveland that he was sacrificing them for a greater future.
Oh I can't afford anymore subscriptions. Just give me a bottom line of your recommended portfolio and why
its so insane fear!! omg panic!!!!
graphite isn't a coolant though
According to media the economy is doing great gdp is up and inflation is down nothing to see here
DropComment& ThumbUp 4AIgos
Thanks for resurfacing this miscreant. He's so PROFOUND
that toof is at an extreme
No one is hungry for bonds!?! Hahaha!😂
Sodium not Graphite but otherwise an interesting discussion. How can you not have a silent depression with falling populations and parasite central banks sucking up liquidity. The boot of the state is on the neck of business all over the world.
25% interest rates? not good not bad.😅