Surging Liquidity Is Fueling Higher Inflation

Surging Liquidity Is Fueling Higher Inflation | Bob Elliott

Рет қаралды 12,077

Күн бұрын

This week Bob Elliott joins the show post FOMC to discuss what is driving markets in 2024. We discuss why inflation remaisn too high, why the bond market needs to tighten financial conditions & what's driving the huge rally in Gold. Enjoy!
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Пікірлер: 54

@ClyDIley 2 ай бұрын

Congrats Bob. Thanks Mike

@trentonasbury16 2 ай бұрын

Bob's fund is up 5.6% from Oct '22. Spx 40%. T-Bills 8%

@BobEUnlimited Ай бұрын

@@trentonasbury16 Not my personal views. Read the prospectus.

@trentonasbury16 Ай бұрын

Why read Prospectus of 🗑️ fund Focus on # up

@stoneyj1a1 2 ай бұрын

Bob is great. Love this account. So is Blockworks and on the Margin the same? Is Jack the same guy as this? It's hard to keep track

@steviechang 2 ай бұрын

Ooo ooo oooh are they new seedlings ? love to see 'em. Bob is great and measured as always. Congrats for being a dad again

@mattanderson6672 2 ай бұрын

Thanks

@DcapTNT 2 ай бұрын

Bob needs to show why yield isn't high enough to create demand destruction because right now I see plenty. Most of the rise of inflation today was due to what happened year ago.

@davidhoovertv5161 2 ай бұрын

hi mike, is it just me but is your comb over on the opposite side than normal?

@nicholaslandolina 2 ай бұрын

iPhone camera reverses😊😊

@stoneyj1a1 2 ай бұрын

You're confusing him with his twin Jack 😂

@prolific1518 2 ай бұрын

🤣

@Oli-fn1gw 2 ай бұрын

Wasn't he the one advicing to short asset baskets (stocks, gold...) at the bottom in 2022

@rohitkothari3890 2 ай бұрын

Theres this religious belief against gold in the western world because USG has been promoting such propoganda at all levels of society since it defaulted on gold standard in 1971. So everybody that grew up in the west since then has it ingrained subconsciously, not just the stock investment crowd. Curious thing is, you will not observe that phenomenon in 90% (non-western parts) of the world.

@Raymondcraw1967RaymondCrawley Ай бұрын

I'm in my 50s and I'm more interested in investments that could set me up for retirement , I mean I've heard of people that netted hundreds of thousands during these crash, I listened to someone on a podcast who earned over $650K in less than a year, what's the strategy behind such returns?

@FaithAndrada-xo9ou Ай бұрын

Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.

@BrewerVera Ай бұрын

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

@VanessaWilliams-pu8vt Ай бұрын

How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.

@BrewerVera Ай бұрын

*Whitney Kay Stacy* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

@VanessaWilliams-pu8vt Ай бұрын

Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé

@francisravenscroft-dw6gi 2 ай бұрын

The fed, the treasury and government spending are linked. If the government spends 1 billion ever 100 days that is adding to liquidity in the economy- it also devalues the domestic US currency and that is the same as inflation. If the Fed sells treasuries that adds more dollars to the financial system ( treasuries market) and so the fed attempts to use interest rates to manage the continuing devaluation of the currency, ( inflation) THe US economy functions on debt and currently the US government is engaged in a war economy debt spiral. When the stock markets realise this there will be a significant market correction. It would wise to remember that the US stock market and bond market are global- and global investors play a significant role in providing leverage to both.

@shisha4060 2 ай бұрын

We need more SponsorBlock timestramps

@philipwong895 2 ай бұрын

The rise in inflation is caused by a decrease in demand for the US dollar. At the same time, the US is facing difficulties in selling its bonds, leading to an increase in yields. A significant portion of short-term bonds, which are primarily owned by foreign governments, are nearing maturity. If these governments don't reinvest in these bonds, the US will have to sell them to private investors, who will demand higher yields. This, in turn, will perpetuate a vicious cycle of increasing yields.

@ChungLee-wi7bi Ай бұрын

Our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.

@KcZyro Ай бұрын

People believe their currency has the worth it does because they have no other option. Even in a hyperinflationary environment, individuals must continue to use their hyperinflationary currency since they likely have minimal access to other currencies or gold/silver coins.

@KbcFoundation-un3re Ай бұрын

Inflation is gradually going to become part of us and due to that fact any money you keep in cash or in a low-interest account declines in value each year. Investing is the only way to make your money grow and unless you have an exceptionally high income, investing is the only way most people will ever have enough money to retire.

@user-yu5mh8pf4q Ай бұрын

How can I get started when it comes to investing and passive income?

@KbcFoundation-un3re Ай бұрын

WHITNEY KAY STACY. You can read up on her, she's quite known and her works speaks for itself.

@user-yu5mh8pf4q Ай бұрын

THNAK YOU. I WILL CHECK HER RIGHT AWAY

@shannon-daygrant8754 2 ай бұрын

re; equities guys/gals...equities folks we might say

@ortforshort7652 2 ай бұрын

Powell's strategy was simple. Raise interest rates, slow down the economy, cause a severe recession and inflation will go down. Biden's strategy, altho' that's way too strong a word for his dementia driven actions, is to print money like a drunken sailor to avoid a recession and get himself elected. Because these two "strategies" are completely at odds with each other, we still have high inflation. And, on top of that, we have not only kicked the recession can down the road, but have made that future recession exponentially worse by printing all this money whose future inflatiionary effects will have to be driven down that much harder. The word assholes always comes to mind when I think of the people who have their hands on the levers of economic power in this country.

@prolific1518 2 ай бұрын

You get it

@Jean-Luc-sh2pg 2 ай бұрын

ippo looking tan...where'd he go on vaca

@melissagreen2727 2 ай бұрын

I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Michelle Stewart.

@ThompsonHarris475 2 ай бұрын

Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.

@RyanEthan221 2 ай бұрын

She is my family's personal broker and also a personal broker in many families in United States, she's a licensed broker and a FINRA AGENT in United states

@AlexReese368 2 ай бұрын

You trade with Michelle Stewart too? Wow that woman has been a blessing to me and my family.

@josephLocascio 2 ай бұрын

I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much

@melissagreen2727 2 ай бұрын

she's mostly on Telegrams, using the user name.

@elliotthovanetz1945 2 ай бұрын

This guy lost me when he said Yellen has done a good job. Issuing short bills at higher rates than longer notes because you might have a failed auction is not a financial win.

@DesmondMiles333 2 ай бұрын

Coz they are seeing recession on the horizon prolly next yr and thats why they dont care about inflation. This exact same thing happened in 2007 where everyone was worried about 3.5%+- inflation but Fed started cutting rates

@Jessica-lv6ee 2 ай бұрын

What is the best way to make money trading investing in cryptocurrencies??

@LilaSari-hd8tq 2 ай бұрын

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@RandyOrtiz-wc1jw 2 ай бұрын

What I appreciate about Ms Olivia Mej. Is her ability to tailor strategies to individual needs. She recognizes that each investor has unique goals and risk tolerances, and she adapts her advice accordingly.