I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start.

It is a government inspired crisis this time. The Treasury have to sell Bonds to cover the trade imbalance and the government spending imbalance. In order to sell them they have to raise interest rates and the old long-term, low risk, low interest, AAA investments (including Treasury Bonds), held by the banks (often due to government regulatory policy), become next to worthless. The next milestone is the 15th when the government issue a new batch of Bonds.

I foresee a recession lasting 2-3 years, and if inflation continues to surge, the Federal Reserve will likely raise interest rates soon. Inflation is causing various issues worldwide, such as food shortages, scarcities of diesel and heating fuel, and significant spikes in housing prices, leading to a potential financial market crash. This global downturn could have long-lasting repercussions. Given the current inflation rate of approximately 9%, my main worry is how to optimize my savings and retirement fund, which has remained stagnant at around $300,000, yielding almost no gains for quite some time.

The most important thing that should be on everyone mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the word. This is still a good time to invest in various stocks, Gold, silver and digital currencies.

Concerns about a potential recession and the Fed's talk of interest rate hikes have left me uneasy. I'm unsure about my $440K portfolio strategy, considering the uncertainty of a recession and the possibility that interest rates may not rise significantly

Certainly. Exchange-Traded Funds (ETFs) are popular for long-term investments due to their diversified nature. ETFs offer exposure to a wide range of assets, such as stocks, bonds, or commodities, which can help reduce risk. Some top choices for long-term investing include broad market index ETFs, sector-specific ETFs, and bond ETFs, as they provide potential for growth and income over an extended period while minimizing the risk associated with individual stocks.

Well, if you keep saying there's going to be a recession, you're bound to be right eventually 😂

Given worries over recession and potential interest rate hikes, with my $600,000 stock portfolio down 25%, how can I hedge it to potentially profit?

A recession is currently the "most likely consequence for the economy," and I cannot fathom becoming a victim of circumstances, with inflation at a four-decade high. In two years, I plan to retire, and my target retirement fund is $967,000. How can I assure this? What steps can I take?

Current situation: 1. Stocks are trading like the Fed already cut rates 2. Bonds are trading like rate cuts aren't happening 3. Gold is trading like we are on track for a "soft landing" 4. Oil prices are trading like we are entering a recession 5. Housing markets are trading like nothing is happening Nothing adds up here.

There are so many ways to get something like this done , what’s really important is finding the right person for it , I hope you become successful in trading.a good trading system would put you through many days of success.

Thanks for your efforts. My friends are going to invest part of their savings into quality stocks under the guidance of some sincere advisors Mr Sam .D. If we have to become prosperous investment in stock market is a must for each one of us. Please continue doing your best. Regards.

The recession is not already here? My holdings are down by about 40%, things are generally more expensive now. Are they implying it can get worse?

What a wonderful guest. He should be on more often. Very refreshing no nonsense analysis.

Nobody is saying this so I will say it: what a delight of a host! So cheerful and candid.

So glad found this gem of a video! This explains everything in just a few minutes! Thanks

Excellent

the bitcoin ETFs will be life changing opportunity with the current high price in Lit-coins and Meme in the market today

good insight...👍

A market crash without plans to build more housing units is just pain for the middle class. Looks like thats where we're headed

It feels like we’ve been in a recession for a while

Just look at Gold prices. 2,350.00/ OZ ? Are you kidding me? Gold was priced at 277.00/OZ in 2001. Let that sink in.

Not A ‘Delayed’ Recession but it's a A ‘Delayed’ Informations to public

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.

Remember a time when the borders were secure, the world was at peace, gas was cheap and plentiful, groceries were affordable, mortgage interest rates were 2.5%, and the economic outlook was optimistic. I sure do miss those good old days from just over three years ago.

But yall have money for people crossing the border 😳

If one calls for a recession long enough, eventually one will be right.

He is goddamn right. Yield curve inverted for almost 600 days!

What a great guest speaker

If it could make the housing market finally crash, that'd be great.

"This Time Is Different, but It Will End the Same Way"

Great interview! It felt like a granddaughter interviewing her grandfather. It was pleasant to watch.

Why is it always about "The Company's Bottom Line" and never about the the worker's bottom line? When profits are up, maybe MAYBE you should share with the people who made you those profits and not the bozo holding a piece of paper claiming they are an investor. Investing has risk, having a job shouldn't have risks of poverty.

Lol, they've been predicting a recession for three years

WOW! 🔥 This dude is the most calm reasonable baby boomer I have ever heard 👏🔥

Its only a recession for companies. The average American has been in a recession for a few years now. When prices doubled on a lot of groceries it began.

Printing $1 trillion every 100 days is one way to tackle recession lol

9:11 what did you guys cut off /:

He is right they saved the worst for last. It's going to get bad before it gets better

People anticipating for recession will make it huge when it finally happens

If we're gonna get recessions this often then we need to completely rehaul capitalism.

Keep saying it and one day it’ll be true.

More cautious in their spend or don’t have more menu to spend?

He is the only person who pointed out that AI is hyped-up stuff. He knows his stuff

We are already in recession times minus Hosing Market crash for now.

Folks have been predicting this recession “just over the horizon” for the last 2-3 years. One of these years they will be right. Just interesting how that game works. I’ll just keep calm and keep investing.

So, interest rates have fallen, pay is stagnate for millions of Americans, but companies are recording record profits. It sounds like a the highering boom is to increase productivity in a hi return market by artificially maintaining high prices while lying to the consumers and charging them double for everyday items.

A delayed recession. Translation: when one finally happens I was right.

On a brighter note, every recession comes with an equal chance in the fin-mrkt if you're early informed and equipped, I've read folks amass up to 7 figures during these times, and even pull it off easily in a favorable economy. Truthfully, I’d need guide please for a boomer like me to attain such amount for retirement, we definitely need to benefit from this situation somehow.

A broken clock is right twice a day.

“Delayed Recession” So what the devil are we living in now SMH!!!! 🤦🏽‍♀️

Instead of trying to predict and prognosticate whether or not we’re going into a recession, a better strategy is simply having a portfolio that’s well prepared for any eventually, that’s how some folks' been averaging 15% every 7week according to Bloomberg

We are not in a recession until the govt and media tells you so. Never mind the prices of goods and services.

I'm a person, my family members are people... why do I care about company's bottom lines? Those same companies couldn't care less about mine.

Getting tired hearing about how a recession is around the corner for the past 2+ years now.

Delayed recession is possible. Economic engine of US is hard to slow and takes a lot. Lots of credit and liquidity in the system, so people can get by for much longer on debt to maintain lifestyle and economic activity compared to previous generations. The jobs numbers are manipulated. Some sectors can't find enough workers, other sectors have ghost job openings and layoffs.

High interest rate has a delayed effect that may negatively affect economic growth. Things are good for now, but this high interest rate may eventually bring the economy to a recession if this lasts too long.

It’s already eminent, but since we are a first world country we can’t portray the world that we are. Because morale will come all the way down.

Why should wage increases affect the bottom line if the bottom line does affect wage increases? pay us a livable wage.

Since 2020, this economy is a house of cards... just smoke and mirrors, no substance. The economy sucks, and I see a huge recession or even a depression. It's a bubble that is going to burst and crash like 2008.

They're not "intergalactic", but honestly, they contributed to like 45% of the inflation the world has had

When he says he's 'Short' copper, does he mean short term trading or betting against copper?

Wow, who knew someday a recession would happen!

Too big to fail, too big to exist. There are only a very small percentage of those who own the stock market. It has become absolutely ridiculous that we as the richest nation in the world even have to continue discussing these types of topics. I was born in 84’ and knowing the obscene amount of major corporations wealth has grown substantially every decade as our nations populations income and prosperity have dwindled, should be maddening to every lower, middle and even higher class citizen. We have driven the idea to our citizens that rent to own is valuable, while we watch that small percentage own everything around us and convince the population that it’s in our best interest. We’ve lost every meaning of indirect democracy and the power of controlling capitalism, through taxes and regulations through out sectors that every citizen needs (food, cost of living, wages, healthcare). We watch as we are told buying gives us freedom just to be told work longer hours and longer days if you want sustainable lives. What almost every working class citizen seems to forget, « If you have to go to work, even to make six figures; sorry buddy you ain’t rich. Just because you got more then bob, if you ain’t careful bob ain’t going to be the only one laid off from a company that cooks their books or gets caught embezzling money.» Tax the ultra wealthy corporations that are indeed citizens, regulate that with what every citizen needs, stop the criminal act of voting with dollars, set limit terms on every elected official down the line, stop using property taxes to fund our schools and start lifting those who are experts in their fields instead of daming them from words of politicians and entertainment industry pundits. That is all.

One of the few old fossils who makes sense, every point was great.

Never disagree with the textbook

Magnitudes greater

Calling democracy as India's advantage as compared to China is the most stupid thing I heard for decades.

0 cuts

Omg it’ll get here when it f*cking gets here… I’m so over the constant fear mongering and people pretending to predict the future… seriously how long have they been saying doomsday is coming?!!! 👎🏼

This guy is just spit-balling it. Yes, prices are not coming back down. Deflation would be very harmful. We'll get used to the new level as long as further increase moderates. The Fed may wait to reduce rates, but at this time nobody predicts further increases. If restaurants are booked (discretionary spending), that's a sign of consumer confidence. Protectionism and OUR insufficient birth rate could trigger a recession, but that is for after the election to worry about. He states that international conflicts getting out of hand is not a threat. I'd put that on my list of concerns noting how reliant the US is on international supply chain. Eventually there will be a recession: Unless you put a timeline on it, that's a truism.

Are jobs really on the rise?

You can't ask an 86 year old about AI and expect to get a reasonable answer. His mind can't comprehend the increase in intelligence that a fully fledged AGI would bring to bear on the world because it represents and multi order of magnitude change to what he knows about life.

the two wars have been disruptive especially in the Horn of Africa. The supply of grain has dwindled causing hunger and food insufficiency.

"When you have times of trouble people go for the dollar" yeah not this time lol

News flash we been in a recession for a while now

Service sector has just started inflationary pressure. it is important since our national economy is service based economy, 70% is service economy the largest one in the world.

Transitory Recession

What if Unemployment data itself is flawed ?? I mean the way it is calculated.

It’s refreshing to see an unbiased perceptive on the current landscape of the economy.

omg, what is he talking about at the end

I am predicting a recession. When it happens I am going to get on all the media outlets to discuss my book and start a podcast.

"During labor shortage"...... There is no "labor shortage" - there is shortage of pay. Pay well and all openings will be filled right away. Nobody wanna work for someone for "free"....... More surprisingly that this is not recession right now, I though it is....

Think about it in the year 2026.

Great takes from this guest! Spot on for All of it. I hope I’m still that sharp when I get to be his age

People are dying for a recession and they've been proven wrong every time

What a joke this guy seriously said wages are rising faster than inflation when for DECADES wage growth has not been proportional AT ALL

Not sure how their doing and faking the numbers but I have never seem so many people laid off and to popular belief it ain't just tech companies. My neighbor and his wife laid off 5 months apart and my neighbor in front of me said he just got laid off Monday after working 10 years at his job. I know so many people laid off now.

The recession was a long time ago. Do you remember when the prices dropped? When the roads were empty? When people were panic selling? When people were dying alarmingly fast? The first half of 2020… only a 5-6 mo recession. Then they dropped the rates to improve the economy. And it worked. We went parabolic for like a year after that. Now we’re here … just flat.

Good perspective on AI!

Because we're entering the dystopian age.

Why are we talking about a recession every year… but haven’t started taking the ultra rich 👀

There is not going to be a recession in the next 2 years because the semiconductor industry literally became the main economy driver and will expend for decades. The markets are going to explode in 2 years when interest rates go back down a bit.

why? nowadays there are more artificial intelligence and robots in work place less humans, so effects of recession will not be seen in robots but as there are less humans so recession is delayed

We've been in a recession. How much more would you like for me to pull back?

These politicians better speed up their bunker builds 😅

Before the 5:45 mark the old smart man is saying the trouble in the blue collar/service industry workers pay, and the cost of those employees now versus the past. That increase in wages is affecting inflation in that specific area. It’s been going on for over two decades but it’s come to a head. These kids just aren’t stupid, they want a livable wage for a 40 hour work week. Hurts small business, I am a small business owner, have had to make sacrifices, like less money for me me me me me me but it’s an obvious issue. I’ve been in business for 24 years. These kids are tired of working 40-60 hours and not being able to produce enough to provide for themselves basic needs. This is also affected the birthing rate in the US. It’s obvious for any small businessman with thier feet on the ground. The people want a 40 hour a week job that pays the basic needs. it used to be said in America then if you were working 40 hours a week, you would be able to meet your basic needs. That’s how we came up with the whole entire determination of 40 hours a week. I stand with the kids. Nobody should work 40 hours a week and not make enough money to sustain themselves as individuals.

We are already in a recession; everyone knows it but these old bean pushers. If the cost of living has increased, the cost of borrowing money, and the cost of goods then what other conclusion can you draw? Using employment numbers is like trying to use the SP&500 or gas prices to gauge how the quality of life is for the average American, it just doesn't tell whole story. Employment numbers are misleading metric for a number of reasons, everyone needs money, now more than ever so there would be more participation in the job market place and thus lower unemployment numbers and higher job participation numbers. These numbers don't account for a variety of things including people who have 2 jobs. We need better and more realistic and expanded ways to quantify how the economy is going.

Get this guy on again

Not incisive enough on detail and differences of CPI/PCE and core and real PCE in comparisons to what/where bond market yields and full employment and inflation with regard to production and inflation. He is wrong with regard to full employment. The increase in employment wages is only catch up for real wage growth. The segue to market analysis away from economics happens pretty quickly in these interviews. The income inequality in India is awful and soaring by the day. He may of forgotten when he read Piketty. He is right as to the AI shock in the economy. It's way overkill for the moment. The bond market can't get it right when fundamental economic numbers are promising, increasing the yield curve to the negative, despite better news.