People aren't worried about inflation anymore, says Piper Sandler's Michael Kantrowitz

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  • Опубликовано: 22 окт 2024

Комментарии • 36

  • @KacieLehman
    @KacieLehman 3 месяца назад +62

    With around $120k invested in Palantir stocks, any suggestions for additional stocks to diversify across various markets? Looking for a well-rounded portfolio that balances risk aversion with returns meeting yearly inflation concerns.

    • @MelindaMatsuda
      @MelindaMatsuda 3 месяца назад

      Prioritize two goals: strategically buy stocks to limit losses and maximize gains, and be prepared to capitalize on market shifts. Consult a financial advisor or professional for personalized guidance.

    • @ShellyHuerta
      @ShellyHuerta 3 месяца назад

      @@MelindaMatsuda Certainly, I've been consulting with a Certified Financial Planner (CFP) since the outbreak. Beginning with an initial fund of $80k, my advisor makes decisions on when to enter and exit positions in my portfolio, which has now expanded to around $350k.

    • @KacieLehman
      @KacieLehman 3 месяца назад

      @@ShellyHuerta Please can you leave the info of your investment advisor here? I’m in dire need of one.

    • @ShellyHuerta
      @ShellyHuerta 3 месяца назад

      @@KacieLehman Victoria Carmen Santaella is the licensed advisor I use. Just search the name. You’ll find the necessary details to work with to set up an appointment.

    • @KacieLehman
      @KacieLehman 3 месяца назад

      @@ShellyHuerta I will give this a look, thanks a bunch for sharing.

  • @shawnsdrumcave
    @shawnsdrumcave 3 месяца назад +9

    Inflation may be coming down but costs of goods remains and will stay high... and people are worried about that, maybe not "investors" but average people.

    • @rknow78229
      @rknow78229 3 месяца назад +1

      Spoken with common sense and I agree.

    • @Hasanaljadid
      @Hasanaljadid 3 месяца назад +1

      But Wage can increase right?

    • @Dhejdjskd
      @Dhejdjskd 3 месяца назад

      ​@@Hasanaljadidit won't. Over the last four years real wage growth has averaged 0.3 percent per year. The middle class is f'd.

    • @Hasanaljadid
      @Hasanaljadid 3 месяца назад

      @@DhejdjskdSo.It's still increasing?

  • @2023gainer
    @2023gainer 3 месяца назад

    People waiting for Rents and Insurance to decrease while vehicle sales stay strong. Rivian up 52 % month..Xos Trucks.. Archer Evtol Jets..Joby Evtol Jets up 17 % today.. FSRNQ.. Fisker and more.

    • @shawnsdrumcave
      @shawnsdrumcave 3 месяца назад

      @@2023gainer insurance and rent is never decreasing.

  • @darrenhere5856
    @darrenhere5856 3 месяца назад +2

    totally agree with small cap thesis..

  • @---md1zr
    @---md1zr 3 месяца назад

    Food still expensive, shelter goin up 5%, utitilies still going up, Costco raised membership fee, Tmobile raised price on old plans, heath insurance goin up about 15%. Sure not conecerned at all.

    • @Hasanaljadid
      @Hasanaljadid 3 месяца назад +1

      Health insurance didn’t gone up that much

  • @NoSauceNoSauce
    @NoSauceNoSauce 2 месяца назад

    Here he says that the rise in unemployment is not a problem (July 11). Yesterday (Aug 1), after the market crashed and after bad data was released, he said that 3 months ago unemployment data had already indicated that we're in a recession (on Yahoo Finance). Way to fit your narrative retroactively. To his credit(???) a day later data indicated a rise in unemployment.

  • @twyscape
    @twyscape 3 месяца назад

    The difference between the rich and poor is shown right here. Inflation is just a word for the rich and it’s a life issue for the poor.

  • @Tinfoiledhat
    @Tinfoiledhat 3 месяца назад

    Anyone who spends money right now knows this is BS.

  • @William1866
    @William1866 3 месяца назад +3

    "I don't think people are worried about inflation so much anymore, and part of that is because the unemployment rate is going up." His idea of "people" = The 10% investment class.

  • @99cya
    @99cya 3 месяца назад +4

    And tomorrow large tech gets bought again. Typical shake out.

    • @kosta1987
      @kosta1987 3 месяца назад

      We will revisit this comment tomorrow

    • @weho_brian
      @weho_brian 3 месяца назад

      this will prove to be small pullback. I dont think it will be the "big one" that people expect until September when they actually cut rates

    • @wadej769
      @wadej769 3 месяца назад +1

      A lot of tech stocks went up today. Just not the Mag 7 😅

    • @99cya
      @99cya 3 месяца назад

      @@kosta1987 have you revisited?

    • @kosta1987
      @kosta1987 3 месяца назад +1

      @@wadej769 Hahaha I was so busy with my kid yesterday. The guy was right haha. Real nostradamus right here

  • @BuildTheWall1989
    @BuildTheWall1989 3 месяца назад +1

    This guy doesn’t know what he is talking about. He literally said people don’t care anymore about the high cost of good and services?????!!???? What are you a democrat propagandist ???

  • @johnnyguitar2929
    @johnnyguitar2929 3 месяца назад

    Ha ha!! Is inflation really going down? Should we be worried about deflation now??? Oh no!! Financial journalists are the biggest contributors to noise in the markets.

  • @RonaldMcDonald-o5z
    @RonaldMcDonald-o5z 3 месяца назад +1

    This is a false statement lol

  • @chrischoir3594
    @chrischoir3594 3 месяца назад

    they are definitely worried

  • @ibrahimseth8646
    @ibrahimseth8646 3 месяца назад

    Loan(30 Year)=130,000B
    Loan=? Yield=5% Year=30
    Loan=130,000B/1.05^30
    Loan=30,000B
    Premium=? Yield=8% Year=30
    Premium=130,000B/1.08^30
    Premium=13,000B
    Loan=30,000B
    {
    Premium=13,000B
    Extra=17,000B
    }
    Debt=36,000B Yield=5% Year=30
    Debt(30 Year)=36,000B*1.05^30
    Debt(30 Year)=155,600B
    If Premium