The 'carry trade' unwind has barely begun, investor says

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  • Опубликовано: 24 окт 2024

Комментарии • 39

  • @jennifer.d.alaine
    @jennifer.d.alaine 2 месяца назад +70

    Banks are becoming less reliable than in the past. The looming banking crisis is expected to be significant and devastating for those who are not ready. I recently withdrew $370k from my bank to invest in bonds and stocks of companies with strong cash flows. I think it's a great opportunity to seize the market for long-term profits. Any suggestions for promising stocks would be welcomed.

    • @christopher506
      @christopher506 2 месяца назад +8

      I dont think here is the place to ask such questions, looking at your budget. You should consider a financial planner.

    • @sheldongardner3150
      @sheldongardner3150 2 месяца назад +7

      True. My $400K portfolio was diversified across several markets with the help of a financial planner, and were able to achieve over a million in net profit among high dividend yield equities, ETFs, and bonds. It is vital that you have a variety of exposure, including in firms that are currently generating cash flows.

    • @jennifer.d.alaine
      @jennifer.d.alaine 2 месяца назад +8

      Who is the financial planner you're working with, and what's their strategy behind your investments?"

  • @HoneyBadger80886
    @HoneyBadger80886 2 месяца назад +11

    Big Recession Needed. Wash out the Zombies.

  • @illegalsmirf
    @illegalsmirf 2 месяца назад +6

    'They've been hostile to speculation and they've been hostile to inequality' he says as if those are bad things?!

    • @davidlai399
      @davidlai399 2 месяца назад +1

      He said those are intelligent policies

  • @mingdianli7802
    @mingdianli7802 2 месяца назад

    He says that the The 'carry trade' unwind has barely begun but doesn't really provide an argument for that view.

  • @derikuk2967
    @derikuk2967 2 месяца назад +4

    The hot potato debt is rotating from one hand to another. What is the "optimum" interest rate?

  • @eventtrading
    @eventtrading 2 месяца назад

    Good stuff. BOJ has been under fire for years and they are players now. A huge hammer was put in last week. From a purely quantitative view, the S&P (5500) will end the year at 6000, that's based on current Regression analysis. (Range 5600 - 6400),

    • @citizendc9
      @citizendc9 2 месяца назад

      While I don't necessarily agree, David Hunter, who has thus far predicted the current market tops has speculated that the meltup of stocks would spike right toward the end.

    • @eventtrading
      @eventtrading 2 месяца назад

      @@citizendc9 OK, but I wouldn't categorize it as a meltup. More like a grind, over and below it's regression line several times this year. At the moment, smack on rising regression line. Quite a recovery after the BOJ crash. So 6000 is a real possibility.

  • @ascendingpotato9221
    @ascendingpotato9221 2 месяца назад +2

    Well if it isn't peruvian bull's Dollar End Game theory coming about.

  • @rof8200
    @rof8200 2 месяца назад

    Therefore, central banks will need to keep a close eye to prevent a deflationary spiral from taking place

  • @jackhsiehhautecouture
    @jackhsiehhautecouture 2 месяца назад

    The end is just the beginning.

  • @jeffstrong4580
    @jeffstrong4580 2 месяца назад +2

    You should be shorting if you are willing to lose all with short covering going on for the last 5 hours.

  • @dewensun4332
    @dewensun4332 2 месяца назад

    There is one thing that I absolutely agree with, China is a great market just for how cheap it is! From equity to consumer and production pricing is just insanely cheap, which significantly reduces the cost and risk of investment. There is also no sign in productivity decline

    • @minutemaniii7062
      @minutemaniii7062 2 месяца назад

      Lol pls go invest in Communism , then see if u can take it any cash 😂😂😂😂

  • @LivingWithGout
    @LivingWithGout 2 месяца назад

    Debts debts the world is awash in debts.

  • @musiccreation1198
    @musiccreation1198 2 месяца назад

    This didn't age well ;)

  • @jrmayberry3536
    @jrmayberry3536 2 месяца назад +2

    I'm not sure a drunk aussie is who i am going to be listening to

  • @shamseddin---
    @shamseddin--- 2 месяца назад +2

    🧨🧨🧨

  • @minutemaniii7062
    @minutemaniii7062 2 месяца назад

    Japan will be exporting DEFLATION , over the next 30y now🎉🎉🎉

  • @norvikgrigorian4518
    @norvikgrigorian4518 2 месяца назад

    So China has a real economy?!
    Russia, South Africa, Brazil and India have Real Economy! 😂

  • @effa2985
    @effa2985 2 месяца назад +2

    Lol the interviewer has no idea what he is talking about

  • @jaym9846
    @jaym9846 2 месяца назад

    Funny money is best.

  • @scrubbwhite291
    @scrubbwhite291 2 месяца назад

    Buy CVX. Good cash flow, stable, good dividend. Hydrocarbons are forever.