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#Macro #markets #SPX #Crypto #RealEstate #Q4 #IGotChallenged #FedPivot
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00:00 Introduction
01:06 Patreon Member Challenges IA
01:26 1. Inflation is Still High…
01:41 I get it: Inflation and Fed Target
01:59 Elon Musk & Cathie Wood
03:07 Inflation Expectation
03:28 Inflation Swap Rate
4:04 2. What the Fed is Saying
05:04 Debt is the Problem
06:02 Okun’s Law
07:02 Agree: CBDC – The Great Reset Angle
08:17 3. Fed is guaranteed to pivot at some point because they have a dual mandate
09:11 Agreed – Demand Destruction in Play
09:43 4. Look at the charts from the perspective of the FED
10:16 Chart: Unemployment
10:26 JOLTS Data
12:55 Chart: Labor force
13:17 Beveridge Curve: Soft Landing Unlikely
15:40 Chart: Wage Growth
15:50 YoY Wage Growth Stalling
16:35 Chart: Labor Productivity
16:51 Labor Productivity Tanking
17:34 Why Productivity Matters Most
18:13 5. Inflation is #1 Issue
18:45 Inflation #1 issue – sort of!
19:00 Re Stocks 58% of Americans Own Stock
19:15 Where Wealth is Held
19:58 Real Estate Takes Biggest Hit Since 2008
20:55 6. Game Plan
22:18 Agreed
22:28 Biden Inflation Reduction Act and Inflation
23:00 Inflation Truth
23:37 Presidents Playbook – Stoke the Stocks!
24:42 Presidents Returns – Blue Dem Red GOP
25:17 7. Now You Might Argue…
26:28 Wrinkle: Oil News Today
27:25 Saudis Ignore Whitehouse
28:00 Re Pivot – Pivots Are Happening
28:44 Global Monetary Policy Tracker
29:09 Hike Schedule – Red Lining
30:40 Summary of Points
32:05 Why I believe Markets Will Be up in Q4
33:48 How To Challenge IA
26 Comments
⚠ WARNING: The following upload contains high levels of KPM which some viewers may find disturbing, graphic slides intended for mature audiences, and always for edutainment purposes only ⚠
Viewer discretion is advised.
Thank you very much for the detail! Not bad for a "Just a guy on the Internet"👌
The thing is due to the strong dollar currencys are down. So getting in now for instance if you're in the UK is at a premium.
Honestly the only Chanel I really listen to theses days 👍🏼
Why doesn't the fed just stop and let the markets fix the problem. Time will do this. The fed is wrecking the world.
Selling mstr puts and buying sds call options with that cash.
But elections! Can you imagine Congress allowing the market to remain low during November?!
S&P kiss of death. When hit usually rally for up to 2 months.
TIL “Trump wanted people to riot in DC”
Not what he said but okay boomer
Don't forget to add to unemployment the FACT that mortality rates of working age Americans have SKYROCKETED 40%, since Dec 2021, when employees were forced to choose between the jab or their job.
As always good stuff! Keep up great work! Thank You! Btw Fed target 2% is about PCE and not CPI but that does not change much..
Don’t we have to have month over month deflation in order to bring the year over year inflation down to their target 2%?
I like the fast Q&A better. But still i love ur vids 💥📈⬆️
very good content thanks for sharing
Thanks for sharing your amazing knowledge with us James, much appreciated 😊
We are the Eloi
“Elon Musk” is a character/actor/image. Created by the US government. To be a front for said government. Wake up ya dummies.
Wow! Fascinating show! Thank you James and co
The way you engage your audience is second to none! Proper education
The commoner – we know all about this in the UK. It’s the class system, which in turn puts ceilings in the way of those not born into money.
GREAT video!!!!!!!!!
KPM is on point,providing financial literacy to the masses=James A great human!!!
Great as always James. I have a theory I'd love to run by you one day… Too lengthy to do here.
The Fed returning to a ZIRP policy is a short term feel good that does not fix anything long term. What do we need to do for a long term strong fundamentally sound economy? Asset prices fluctuate, the weak panic. That is temporary. What is fundamental to a long lasting healthy economy? Ask Japan if decades of zero rates is the answer.
Makes you wonder how many more market cycles this monetary system can survive…
Making money is action. keeping money is behavior. Growing money is knowledge.