Why the $35 Trillion Federal Debt Could Wreck the Economy | Jim Bianco

Поділитися
Вставка
  • Опубліковано 21 лип 2024
  • Jim Bianco joins to discuss inflation, rising interest rates, and the concentrated tech rally, providing critical perspectives on managing investment risks in a volatile market.
    Jim Bianco, President and Macro Strategist of Bianco Research, joins James Connor to discuss the unprecedented challenges facing today's markets. With inflation rates sticking and bond yields soaring, Bianco breaks down why investors need to brace for a volatile second half of the year. Are the market’s biggest tech giants driving an unsustainable rally?
    Timestamps:
    00:00 - Introduction
    01:17 - Nvidia’s market impact
    05:19 - Rising interest rates impact
    10:00 - Concentration in tech stocks
    12:05 - Economic slowdown analysis
    18:48 - Inflation and stagflation concerns
    25:00 - Inflation’s economic impact
    27:28 - Government spending concerns
    30:00 - Consequences of massive spending
    32:39 - Interest expense and federal debt
    35:00 - Fed’s interest rate dilemma
    40:00 - ECB’s rate cuts vs Fed
    43:14 - Global economic trends
    45:00 - Rise of speculative investments
    48:55 - Conclusion

КОМЕНТАРІ • 99

  • @Ashermicheal6341
    @Ashermicheal6341 Місяць тому +30

    This seems like the worst period. Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!.

    • @Lucas75332
      @Lucas75332 Місяць тому

      Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to kiana rachel

    • @liammateo287
      @liammateo287 Місяць тому

      I agree just reached my goal of $500k monthly trade earnings. Setting realistic goals is an essential part of trading.

    • @Ashermicheal6341
      @Ashermicheal6341 Місяць тому

      How can someone know a professional broker when legit once are hard to find this days

    • @Lucas75332
      @Lucas75332 Місяць тому

      She's recognized as 'Mrs Kiana rachel . One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.

    • @philipbenson746
      @philipbenson746 Місяць тому

      I agree. Based on personal experience working with an investment advisor, I currently have $1m in a well diversified portfolio, that has experienced exponential growth. It is not about having money to invest in stocks,but also you need to be knowledgeable, persistent, and have strong hands to back it up.

  • @cherylhills3227
    @cherylhills3227 Місяць тому +61

    Inflation erodes the value of money over time, so investing is crucial to stay ahead of it

    • @christopherherbert2407
      @christopherherbert2407 Місяць тому

      Ignoring inflation is like letting your savings slowly melt away. Investing helps preserve and grow your wealth

    • @christopherherbert2407
      @christopherherbert2407 Місяць тому

      Investing in assets like stocks, real estate, or commodities can provide a hedge against inflation

    • @rodgertim2881
      @rodgertim2881 Місяць тому

      With inflation, what costs $100 today might cost $110 or more in a few years. Investing can help offset that loss. Even conservative investments like bonds or dividend-paying stocks can help combat the effects of inflation

    • @rodgertim2881
      @rodgertim2881 Місяць тому

      The earlier you start investing, the better equipped you'll be to handle inflation's impact on your savings

    • @MartinHicks-dw2su
      @MartinHicks-dw2su Місяць тому

      Don't let inflation eat away at your purchasing power. Invest wisely and reap the rewards. Being proactive about investing is like building a shield against the erosive effects of inflation.

  • @AshleyKeith-vw7ws
    @AshleyKeith-vw7ws Місяць тому +51

    Our economy is struggling with uncertainties, housing issues, foreclosures, global fluctuations, and the pandemic aftermath, causing instability. Rising inflation, sluggish growth, and trade disruptions need urgent attention from all sectors to restore stability and stimulate growth.

    • @HRMColoniallifeinsurance
      @HRMColoniallifeinsurance Місяць тому +3

      With the US dollar losing value to inflation and other currencies gaining traction, uncertainty looms. Yet, many still trust in the dollar's perceived safety. Worried about my $420,000 retirement savings losing value, I seek alternative security for my money.

    • @BrianAlbert-hh3pi
      @BrianAlbert-hh3pi Місяць тому +2

      With my demanding job, I lack time for investment analysis. For seven years, a fiduciary has managed my portfolio, adapting to market conditions, enabling successful navigation and informed decisions. Consider a similar approach.

    • @OliverLiam-px3vx
      @OliverLiam-px3vx Місяць тому +2

      @@BrianAlbert-hh3pi This is definitely considerable! Do you think you could suggest any professionals or advisors I can get on the phone with? I'm in dire need of proper portfolio allocation.

    • @BrianAlbert-hh3pi
      @BrianAlbert-hh3pi Місяць тому +2

      @@OliverLiam-px3vx Just research the name Desiree Ruth Hoffman. You’d find necessary details to work with a correspondence to set up an appointment.

    • @OliverLiam-px3vx
      @OliverLiam-px3vx Місяць тому +1

      I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.

  • @sn455
    @sn455 Місяць тому +2

    Jim is smart, logical and articulate!

  • @tmclean9
    @tmclean9 Місяць тому +6

    Jim is one of my favorites! He should take over for JaPo.

  • @johnfiecko5932
    @johnfiecko5932 Місяць тому +3

    Great interview with one of the brightest these days!

  • @detectiveofmoneypolitics
    @detectiveofmoneypolitics Місяць тому +2

    Economic investigator Frank G Melbourne Australia is following this informative content cheers Frank 😊

  • @user-gc5tk9fd7g
    @user-gc5tk9fd7g Місяць тому +1

    Excellent Observation!

  • @davidchulak2410
    @davidchulak2410 Місяць тому

    Jim is second to none. Brilliant. Thanks for the interview 🙏

  • @user-gc5tk9fd7g
    @user-gc5tk9fd7g Місяць тому +1

    Bianco Je apprecie the objective perspectives on global economics

  • @bluesky2145
    @bluesky2145 Місяць тому

    Damn brilliant discussion. Way to go guys

  • @mikehpnitto321
    @mikehpnitto321 Місяць тому +22

    Thank you for sharing. Financial education is crucial today to show incredible resilience and discipline in the volatile market, masterfully balancing strategy and insight for success. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

    • @Glass1ass
      @Glass1ass Місяць тому

      Thanks for keeping it light and real at the same time. Much needed for us traders in times like these!

    • @BorislavBaule
      @BorislavBaule Місяць тому

      I appreciate the professionalism and dedication of the team behind Francine’s trade signal service.

    • @tomthabom240
      @tomthabom240 Місяць тому

      The internet is filled with so many useful information about Francine Duguay crypto….

    • @NicoleKaiser-jw7qn
      @NicoleKaiser-jw7qn Місяць тому

      This is why it is advisable to connect with a true market strategist in order to avoid missing such opportunity and maintain steady gains.

    • @neddle91
      @neddle91 Місяць тому

      She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.

  • @MaxPower-11
    @MaxPower-11 Місяць тому +1

    Another metric that supports Jim Bianca’s “strong economy” thesis are Federal government tax receipts. These are up significantly… 10% compared to the previous fiscal year YTD.

  • @astrogumbo
    @astrogumbo Місяць тому

    Good talk

  • @victorsperandeo3609
    @victorsperandeo3609 Місяць тому

    For the record on 6/14 the 10 year yield is 4.2% not 4.5% ?

  • @bluesky2145
    @bluesky2145 Місяць тому

    When you say Nvidia has outperformed Buffett over the last 60 years is that adjusting buffett's returns for inflation?

  • @nohopeequalsnofear3242
    @nohopeequalsnofear3242 Місяць тому

    Jim...what happens after a blow off top?

  • @user-ut1zv7gi3x
    @user-ut1zv7gi3x Місяць тому +2

    It says this was recored 1 hour ago.....10-yr is not 4.5 but 4.2 6/14/24?????????

  • @ivm1983
    @ivm1983 Місяць тому

    You want to know what inflation does to an economy? Ask to any Brasizilian who lived through 1980´s and early 1990´s. I got so out of hand that prices where marked up a few times per day in the supermarkets.

    • @ssuwandi3240
      @ssuwandi3240 Місяць тому

      Well we have a regulation to tackle that. We are not a 3rd world still 😊

  • @amazaan
    @amazaan Місяць тому

    I think Jim is little biased towards bonds. 5% risk free rate still erodes purchasing power of currency.

  • @ann-ie4hc
    @ann-ie4hc Місяць тому +12

    Now that Bitcoin etf is approved,
    What is the best strategy to enter crypto trading for someone with more or less than $5,000 to invest?

    • @user-fe9nv9lw9f
      @user-fe9nv9lw9f Місяць тому

      As a beginner, it's essential for you to have a mentor to keep you accountable.
      I'm guided by a widely known crypto consultant

    • @user-fe9nv9lw9f
      @user-fe9nv9lw9f Місяць тому

      She's Stephanie Aaron Trentham

    • @beachlife-f7z
      @beachlife-f7z Місяць тому

      This is correct, Stephanie strategy has normalized winning trades for me also, and it's a huge milestone for me looking back to how it all started..

    • @Jamiewhite663
      @Jamiewhite663 Місяць тому

      Yes, I agree with you. Her platform is wonderful, and her strategies are exceptional

    • @dagame614
      @dagame614 Місяць тому

      It doesn't matter if you are a current hodler or a newbie. You can capitalize on the fluctuation of Bitcoin by trading with good strategy/signals

  • @Relaxlifeisshort2
    @Relaxlifeisshort2 Місяць тому

    What are you talking about they are at 4.2 5 year is

  • @techserviceondemand9409
    @techserviceondemand9409 Місяць тому

    Yahoo Finance was the Reddit, X, ... of the late 90s.

  • @texdevildog9174
    @texdevildog9174 Місяць тому

    Roaring Kitty posting a picture is market manipulation? But all the cheerleaders from different investing firms on the TV isn't?

  • @georgesiew6203
    @georgesiew6203 Місяць тому

    The idea that economic expansions are only murdered is just wrong. If it were true then economies could only go into recession from external shocks and recessions could not come about endogenously. This is clearly wrong. The economy is endogenously cyclical to begin with. You would be repealing all of real business cycle theory with this kind of thinking.

  • @acornsucks2111
    @acornsucks2111 Місяць тому +1

    Inflate the nation.

  • @mgiannuzzi
    @mgiannuzzi Місяць тому

    Inheritance From the Planet Krypton Kryptheum Synthetic GOLD AI

  • @gingerkilkus
    @gingerkilkus Місяць тому

    The Feds has unleashed chaos! every day we encounter novel challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2023, how can we enhance our earnings during this period of adjustment? I cannot let my $680,000 savings vanish after putting in so much effort to accumulate them.

    • @Franklin-gq4si
      @Franklin-gq4si Місяць тому

      I'll suggest you find a mentor or someone with experience guide you especially in this recession. for your and portfolio diversification.

    • @BernardFrederick-tk7un
      @BernardFrederick-tk7un Місяць тому

      Very true, a huge part of my portfolio growth has come during this bear market. I've been able to scale from $180K to $372K in a short period of time. I basically was just following the steps and guideline from my financial advisor. as long as you've professional help, you're good to go

    • @Bellaelena549
      @Bellaelena549 Місяць тому

      @@BernardFrederick-tk7un I'm intrigued by your experience. Could you possibly recommend a trustworthy advisor you've consulted with?

    • @foreverlaura-fq4eu
      @foreverlaura-fq4eu Місяць тому

      @@BernardFrederick-tk7un Could you kindly elaborate on the advisor's background and qualifications?

    • @BernardFrederick-tk7un
      @BernardFrederick-tk7un Місяць тому

      The advisor that guides me is Sharon Ann Meny, most likely the internet is where to find her basic info, just search her name. She's established.

  • @astrogumbo
    @astrogumbo Місяць тому

    All this Nvidia talk and copper dropping. This AI fantasy is just that: fantasy without copper

  • @SriSri-fo2je
    @SriSri-fo2je Місяць тому

    Dude - you need to understand french political aystem. Macron is safe for next two plus years even if his party loose the election badly (which is predicted).

  • @nohopeequalsnofear3242
    @nohopeequalsnofear3242 Місяць тому

    So.... we're never going to have
    a recession again? You sound like Janet yellen

  • @Dandy852
    @Dandy852 Місяць тому

    Like your work.
    The fed guy said the opposite of you on inflation
    Basically 2.8 is same as 2 percent