– TIMESTAMPS –
0:00 Intro
0:45 Fed Recap
7:14 Jerome’s Speech
10:44 Inflation Expectations
14:38 Rate Cut Roadmap
18:50 What It Means For The Markets
22:37 Outro
~~~~~
📜 Disclaimer 📜
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
Juliette Declercq thinks the world’s largest economy can avoid recession.
When Juliette Declercq and Raoul Pal last spoke, Juliette, said the U.S. could avoid a deep recession.
That was back in May, and a lot’s changed. But she’s doubling down on her assessment of the American economy and her contrarian case in favor of a soft landing.
The U.S. economy is weaker but still not invalid. Rising real rates and historically rapid tightening of financial conditions have exacted a toll, but Juliette thinks that will rebalance when the Federal Reserve makes its pivot.
That means pausing the rate-hiking cycle, and Juliette sees it happening next quarter. She also identifies the assets that will benefit in the short term as her thesis plays out and explains why she’s always looking out for no more than two to three months.
TIMESTAMPS
1 Juliette’s Big Picture View 02:24
2 Still Looking for a Soft Landing in the U.S. 0:12:50
3 Juliette’s View on China & Currencies 0:23:33
4 What Happens in Europe? 0:30:34
5 Playing the Fed Pivot 0:40:03
6 The Takeaways 0:45:12
It’s a can’t-miss conversation. Recorded on November 11, 2022.
👉 Do you want even more content like this? And to see this video before we release it here? Become a member of Real Vision — get started here: https://rvtv.io/membership
Thanks for watching Real Vision Finance!
#recession #federalreserve #fed
About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
**It’s best of year week here at Real Vision. Until 2023 we won’t be uploading new/updated pieces of content**
👉 Do you want even more content like this? And to see this video before we release it here? Become a member of Real Vision — get started here: https://rvtv.io/membership
There’s no going back to 2019, according to Jim Bianco, and the sooner we accept reality the better we’ll be able to see new opportunities. The post-pandemic global economy is fundamentally different, and the “easy money” era is over.
That’s why the next three months will be such a crucial time for investors. And, at Real Vision, we want to make sure you’re prepared. Our new “Make or Break” series focuses on four key market drivers that could make or break the economy: Inflation, Energy, China, and Geopolitics.
In the first episode, Raoul Pal welcomes the founder of Bianco Research for a talk about inflation and the longer-term implications of soaring consumer prices. Raoul and Jim agree on many issues – that the U.S. is already in recession, for one. But they also disagree on other big points, such as inflation.
As Jim sees it, the Federal Reserve is going to crush inflation, but consumer prices are still going to settle at a higher level. This is a can’t-miss conversation between two great macro minds on a critical “Make or Break” issue. Recorded on Wednesday, September 21, 2022.
TIMESTAMPS:
1 Introducing ‘Make or Break: Inflation’ 00:00
2 We’re Going to Break Inflation 01:48
3 This Era of Inflation Can Best Be Compared to the 1940s 06:22
4 Examining Yield Curve Control 0:13:43
5 Solutions for Europe 0:23:51
6 Bianco’s View on the U.S. Economy For the Next 24 Months 0:29:49
7 Are we in a Recession? Yes. Next Question 0:39:31
8 What Should Baby Boomers Do? 0:49:11
9 What is Going to Break? 0:54:00
10 What Happens With the Dollar? 01:03:21
11 The Takeaways 01:13:38
👉 Do you want even more content like this? And to see this video before we release it here? Become a member of Real Vision — get started here: https://rvtv.io/membership
Thanks for watching Real Vision Finance!
#realvision #raoulpal #bestof2022
About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer:
This is obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future versions. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
Here are my top 10 takeaways from the 99 page debt ceiling agreement. Rather than just raising the debt ceiling, they took it away for the next 2 years.
The Fiscal Responsibility Act of 2023 has just passed as a collaborative effort between both Democrats and Republicans, and I’m going to break it down for you. In this video I’m going to break down the top 10 takeaways from this act and how they affect crypto, the dept ceiling, funding and more!
Join The BitBoy & BitSqud August 24-26th in Denver, CO! Receive 10% off your tickets by clicking on this link, creating an account & using code BITBOY10: ➡️ https://rareevo.io/
All of our videos are strictly personal opinions. Please make sure to do your own research. Never take one person’s opinion for financial guidance. There are multiple strategies and not all strategies fit all people. Our videos ARE NOT financial advice. Digital Assets are highly volatile and carry a considerable amount of risk. Only use exchanges for trading digital assets. Never keep your entire portfolio on an exchange.
The Nano S Plus + and Nano X offer the safest and easiest way to manage and maintain full control over your crypto and NFTs. Visit https://bit.ly/ledger_pomp to put your self-custody first with Ledger
Pomp writes a daily letter to over 200,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/
– TIMESTAMPS –
0:00 Intro
1:11 The Rise of The Dollar
6:12 Post-War Onwards
8:40 Petrodollars
10:12 Enter The Dragon
13:04 The BRICS
14:38 “The Dollar Is Our Currency, But It Is Your Problem.”
17:01 The End?
22:42 Final Thoughts
~~~~~
📜 Disclaimer 📜
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
– TIMESTAMPS –
0:00 Intro
0:38 Opening Statements, Senate Testimony
4:25 Crypto Banking, Rate Hikes
7:30 Inflation, Stablecoins
11:30 Opening Statements, House Testimony
13:49 Interest Rates, FedNow
17:16 CBDC, CFPB
21:35 What It Means For Markets
~~~~~
📜 Disclaimer 📜
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
Juliette Declercq thinks the world’s largest economy can avoid recession.
When Juliette Declercq and Raoul Pal last spoke, Juliette, said the U.S. could avoid a deep recession.
That was back in May, and a lot’s changed. But she’s doubling down on her assessment of the American economy and her contrarian case in favor of a soft landing.
The U.S. economy is weaker but still not invalid. Rising real rates and historically rapid tightening of financial conditions have exacted a toll, but Juliette thinks that will rebalance when the Federal Reserve makes its pivot.
That means pausing the rate-hiking cycle, and Juliette sees it happening next quarter. She also identifies the assets that will benefit in the short term as her thesis plays out and explains why she’s always looking out for no more than two to three months.
It’s a can’t-miss conversation. Recorded on November 11, 2022.
👉 Do you want even more content like this? And to see this video before we release it here? Become a member of Real Vision — get started here: https://rvtv.io/membership
Thanks for watching Real Vision Finance!
#recession #federalreserve #fed
About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
– TIMESTAMPS –
0:00 Intro
0:45 The 2008 Financial Crisis
4:24 Bank Bail Ins Explained
8:04 Which Banks Will Bail In?
11:55 Bank Bail In Simulation
16:12 How To Protect Your Assets
~~~~~
📜 Disclaimer 📜
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
– TIMESTAMPS –
0:00 Intro
0:35 Bonds and Interest Rates
4:11 Before Default, Japan Crisis
8:25 After Default, US Debt Ceiling
12:05 Debt Ceiling Market Effects
15:48 What Comes Next?
~~~~~
📜 Disclaimer 📜
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
