The best investor/speculator of our times offered just recently 2 nice internviews and when Stanley Druckenmiller speaks, we listen. Discussed are very fascinating subjects on markets, the FED, inflation, economy, budged deficits, the timing of things, how high can rate of interest go and the stock exchange.
As constantly, Druckenmiller doesn't make predictions, but helps us keep an open mind.
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0:00 EXISTING MARKET.
2:58 FED.
5:23 MARKET AGAINST FED.
6:09 FORWARD GUIDANCE TRAP.
7:39 BUDGET.
8:35 RATES.
8:57 STOCK EXCHANGE.
intervies.
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Hello Mr. productive
Don’t fight the Fed or…
Don’t fight the market.
Thomas Sowell: “Stupid people can cause problems, but it usually takes brilliant people to create a real catastrophe.”
Hit 200k today. I’m really grateful for all the knowledge and nuggets you had thrown my way over the last months. Started with 14k in March 2024
Wow that’s huge, how do you make that much monthly?
I’m 37 and have been looking for ways to be successful, please how??
Yeah, since meeting expert Brisa, I now agree that with an expert managing your portfolio, the rate of profit high, with less risk.❤❤
I will advise you stop trading on your own if you keep losing. And i don’t trade on my own anymore, I always required help and assistance
She’s a licensed broker here in the states.
After i raised upto 125k trading with her, I bought a new house here in the states also paid for my son’s surgery (Kelvin) glory to God.
It’s amazing how the smartest people I follow in economics and investing have all got it wrong so far. I truly believe they are correct, but the opportunity cost has slayed me.
They are not wrong, they are selling when they said that market is strong to get best price for stocks they already have, no one will go to tv and buy stocks after, it will be dumbest thing ever, so he will sell after this as other his friends and vice versa, when he will say that market is weak he wants to buy cheaper stocks.
Sell when market is strongest and buy when market is weakest, then you will sell at top and buy at bottom. That what he is doing.
Stop listening to permanent bears then.
I have a $190,000 portfolio that I’ve been working on for 5 years, but lately the market volatility scares me. Is the bull market over? cos I’m thinking of moving my investments to safe-havens assets like gold and silver, or are there better options?
Yes, tbills. The market has been broadening out and probably will continue to. Tech is taking a breather while industrials, small cap, Banks should be pretty good going forward
You’re better off utilizing an advisor, whether you’re looking to grow or reserve your money, or how much risk you can handle to meet your financial goals
The issue is people have the “I want to do it myself mentality” but not equipped enough for a crash, hence get burnt. Ideally, advisors are perfect reps for investing jobs, and at first-hand experience, my portfolio has yielded over 300% since 2020 pandemic to date.
@@arlenehill4ril this is the best time to be in the market! who is the advisor guiding you please? in dire need of proper asset allocation
Karen Lynne Chess is the licensed FA I use. Just google the name. You’d find necessary details to work with and set up an appointment. To be honest, I almost didn’t buy the idea of letting someone handle growing my finance, but so glad I did.
Druck has been the most clear voice of reason after you sven of course. I appreciate these videos
Thank you for summary!
Thanks. Excellent summary.
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You and Lyn Alden are the only people who’s videos I watch every time.
Your explanation, clarity and guidance is wonderful
Keep it up.
Short bond ? the 10 years ? Because Buffett is rolling on short term Bond < 1 year
Because he wants the best lower price when he puts all his money into 10 year like he did before
Buffet is buying short term treasuries (TBills) not bonds.
@@sirlootalot1118 All right my bad, I associated T-bills and Bonds, I did some researches and I understand better
I totally agree with his yield assessment. The expected outcome of the FED pivot would be falling yields, especially in the 10 yr + bonds and especially with the FED exerting yield curve control. The estimated curve depression is circa 100 bps. The market clearly decided against that which shows the incapacity of the FED to exert the control it once did. That is affecting the Bond market but also REITs and other stock classes show it clearly. But what of the S&P 500 ? The logic should be the same. The current S&P500 yield is 1,2%, the lowest in 20 yrs. A 10yr+ bond yield hike, in my mind, equals a stock market “correction”.
This is my only investing channel in youtube. I Try to keep things simple. Hard times to keep money in bonds after selling company but just cant go 100% sp500 right now p/e 30.
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I totally agree with Stanley and I’m going to give my reasons, which have taken me a lot of thought. 1. There is a double bottom in both interest rates and inflation, now both can only go up. 2. The price of energy is at wave 2 lows for crude oil and at wave C (capitulation) for natural gas. Uranium is beginning its very long-term wave 3. This is an indicator that the industry is going to be reactivated. Remember that the markets are ahead of events. 3. Commodities are already ultra-cheap and the food industry is at a minimum. 4. The US and Europe must start working and stop using financialization and living for free, but they do not have abundant natural resources. 5. They must liquefy debt, the alternative path has no practical or political sense. Either they have a reserve currency and a deficit or they start working, they cannot do both at the same time because price competitiveness and monetary strength are mutually exclusive. Greetings!
What many do not seem to understand is that the 10yr+ bond is the backbone of bank guarantees. When the FED reduces the yield, what it is trying to do is to reflate those guarantees and reduce the likelihood of defaults in the financial system. Yields soaring do the opposite….
wrong time to fearmonger, but yeah sometime in 2025 we can watch for inflation rising again, but for now we dont have a reason/trigger
How you can truly believe what owners of huge hedge funds are saying on TV? These guys are really involved in market game, so I would filter their words ten times before accepting. He is shorting bonds to get the best price when things start to screw up
What do you think of Petrobras? They have been good for me the last two years.
Dalio has another opinion on those bills, if the US economy goes the other way, nobody is gonna want to get them and boom! so it seems that it doesnt matter that those bills offer a higher yield than the S&P cause if they are worthless you better get cought with your bags in stocks
Fed controls the economy based on one variable while an ai model requires million of variables to be able to separate a dog from a mosquito in an image.