Man, this was soo good, up until the last 30 seconds when it became a sales pitch. Analysts and firms love to pitch these kinds of growths to influence you to buy stocks, but they are based on raw data that doesn’t take into account many of the other important elements of a market, such as political influences. Think about it, they just said, inflation goes up, interest rates go up, economy slows… do you see inflation changing or getting worse with trump’s tariffs and general lack of understanding of basic economics…
I think their premise of inflation continuing its downward trend is absurd given the tariff conversation this administration is pursuing. They specifically acknowledged that the economy will get worse before it magically turns around.
Increasing tariffs on imports from our 3 largest trading partners will quite simply raise prices for everything across the board, as they did the first time the 25% tariffs were applied to Chinese imports. The key here is that corporate profits will remain where they are, so increased costs will be passed to consumers.
We are in store for a period of high inflation and increased political pressure on the Fed to lower interest rates.
That channel only posts FUD and they do it very convincingly. You can watch their older videos it’s all the same “signs the markets are about to crash” or “this time it’s different” with no real track record of success lol
Lots of channels like this btw.
So basically, he says inflation goes down, stocks go up. People who couldn’t afford to buy before will increase consumption just because of lower inflation? Where the fuck did this guy study monetary policy? *Bravo’s research* my ass. The bond market has been pricing in a recession forever. Recently, we just avoided a very very deep correction thanks to the AI dream.
But it looks like the AI dream is over because, as always, we as investors priced in future expectations as if the technology were already mature and capable of actually serving a purpose. This is the economic magic trick we all learn in Economics 101. We progress through technology. Every major jump in productivity due to technological advancements has resulted in real income growth and improved living standards. That is a fact.
If the AI revolution is not happening soon enough to save us from drowning in all the QE the world has created, the market has to adjust its expectations. Low income people in the U.S. are financially strained, meaning they have less disposable income to spend. Corporate earnings depend on people buying things. Wealthy individuals who get richer through asset appreciation spend less per capita on consumption than lower income people.
Don’t get me wrong, AI is huge. I use it a lot, and I can see that it is not yet the mature technology we have been pricing in. I know that progress in these fields is exponential, and I understand the principles that drive it. But I also know that this is what always happens when we discover something revolutionary. It will work, just not right now when we need it.
Nothing earth shattering in this video. I didn’t mind it, thought they did a decent job but really didn’t learn anything new or take away any profound insight
THE SKY IS FALLING THE SKY IS FALLING. WHY ARNT PEOPLE BURNING THEIR CHILDREN IN THE STREETS!!!!!!!??!;!?
Well, at least there won’t be massive layoffs, we’re not engaging in expansion of our borders, and are investing wisely. Oh wait. Nvm
8 comments
Man, this was soo good, up until the last 30 seconds when it became a sales pitch. Analysts and firms love to pitch these kinds of growths to influence you to buy stocks, but they are based on raw data that doesn’t take into account many of the other important elements of a market, such as political influences. Think about it, they just said, inflation goes up, interest rates go up, economy slows… do you see inflation changing or getting worse with trump’s tariffs and general lack of understanding of basic economics…
I think their premise of inflation continuing its downward trend is absurd given the tariff conversation this administration is pursuing. They specifically acknowledged that the economy will get worse before it magically turns around.
Increasing tariffs on imports from our 3 largest trading partners will quite simply raise prices for everything across the board, as they did the first time the 25% tariffs were applied to Chinese imports. The key here is that corporate profits will remain where they are, so increased costs will be passed to consumers.
We are in store for a period of high inflation and increased political pressure on the Fed to lower interest rates.
That channel only posts FUD and they do it very convincingly. You can watch their older videos it’s all the same “signs the markets are about to crash” or “this time it’s different” with no real track record of success lol
Lots of channels like this btw.
So basically, he says inflation goes down, stocks go up. People who couldn’t afford to buy before will increase consumption just because of lower inflation? Where the fuck did this guy study monetary policy? *Bravo’s research* my ass. The bond market has been pricing in a recession forever. Recently, we just avoided a very very deep correction thanks to the AI dream.
But it looks like the AI dream is over because, as always, we as investors priced in future expectations as if the technology were already mature and capable of actually serving a purpose. This is the economic magic trick we all learn in Economics 101. We progress through technology. Every major jump in productivity due to technological advancements has resulted in real income growth and improved living standards. That is a fact.
If the AI revolution is not happening soon enough to save us from drowning in all the QE the world has created, the market has to adjust its expectations. Low income people in the U.S. are financially strained, meaning they have less disposable income to spend. Corporate earnings depend on people buying things. Wealthy individuals who get richer through asset appreciation spend less per capita on consumption than lower income people.
Don’t get me wrong, AI is huge. I use it a lot, and I can see that it is not yet the mature technology we have been pricing in. I know that progress in these fields is exponential, and I understand the principles that drive it. But I also know that this is what always happens when we discover something revolutionary. It will work, just not right now when we need it.
Nothing earth shattering in this video. I didn’t mind it, thought they did a decent job but really didn’t learn anything new or take away any profound insight
THE SKY IS FALLING THE SKY IS FALLING. WHY ARNT PEOPLE BURNING THEIR CHILDREN IN THE STREETS!!!!!!!??!;!?
Well, at least there won’t be massive layoffs, we’re not engaging in expansion of our borders, and are investing wisely. Oh wait. Nvm
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