Billionaire bond investor Jeffrey Gundlach: Recession likely by Q2 2024

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  • Опубліковано 5 вер 2024

КОМЕНТАРІ • 118

  • @PatrickLloyd-
    @PatrickLloyd- 8 місяців тому +138

    Every crash/collapse/inflation/recession provides an equal market opportunity if you are properly prepared and knowledgeable. I've seen people amass up to $800,000 during crises and even with ease in a bad economy. Someone has undoubtedly become extremely wealthy as a result of the crash.

    • @Nernst96
      @Nernst96 8 місяців тому +2

      I believe that there are techniques that might be implemented for consistent returns regardless of the state of the market or the economy, but these executions are often made by knowledgeable advisers or investment gurus.

    • @PhilipDunk
      @PhilipDunk 8 місяців тому +2

      Many people minimise the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm solvent. I looked for licenced consultants and found someone with the highest qualifications. Despite inflation, she has helped me increase my reserve from $275k to $850k.

    • @tonysilke
      @tonysilke 8 місяців тому +1

      impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

    • @PhilipDunk
      @PhilipDunk 8 місяців тому +1

      There are a lot of independent advisors you might look into. But i work with Vivian Carol Gioia and I have been working together for nearly four years, and she is excellent. You could proceed with her if she satisfies your discretion. I endorse her

    • @tonysilke
      @tonysilke 8 місяців тому +1

      Thanks, I merely looked her up on Google and was highly impressed by her credentials; I got in touch with her because I need all the help I can get. I just set up phone call.

  • @6swaminarayan
    @6swaminarayan 10 місяців тому +11

    Jeff is schooler, gentleman and wiseman. 👏

  • @brianwhitehawker1756
    @brianwhitehawker1756 9 місяців тому +187

    Is there anything like proof recession stock? I am 58 years and would like help in managing my retirement portfolio which is currently $1.25M...down from a high of $1.67M.

    • @codeblue11
      @codeblue11 9 місяців тому

      It really is a delicate season now, so you can do little or nothing on your own. Hence I will suggest you get yourself a professional that can provide you with entry and exit points on the securities you focus on.

    • @JamesScott433
      @JamesScott433 9 місяців тому

      Very true! I've been able to scale from $350K to $550K this red season because my FA figured out Defensive strategies to protect my portfolio and profit from this roller coaster market.

    • @geraldt331
      @geraldt331 9 місяців тому

      ​@JamesScott433 impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

    • @JamesScott433
      @JamesScott433 9 місяців тому

      My advisor is .LEILA SIMOES PINTO. You can easily look her up, she has years of financial market experience.

    • @lucaswilliams9992
      @lucaswilliams9992 9 місяців тому

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  • @Curbalnk
    @Curbalnk 9 місяців тому +121

    We can't ignore the potential impact on portfolios. Bonds are often considered a safe haven, and if they crumble, investors like me might scramble. I’ve been investing for 11 yrs and my $1m portfolio has never been this depleted, how i do hedge this?

    • @greekbarrios
      @greekbarrios 9 місяців тому

      In fact, markets have incorrectly priced in such a pivot six times over the last two years, according to Deutsche Bank, which sounded cautious about this seventh time. Still showing us why pointers from market experts are essential

    • @blaquopaque
      @blaquopaque 9 місяців тому

      this is huge! mind if I look up the advisor that guides you please? i only invest in my 401k through my employer for now, but enthused about diversifying my investments for a prosperous financial future

    • @blaquopaque
      @blaquopaque 9 місяців тому

      Thank you for sharing, I must say, Monica appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call

  • @selenajack2036
    @selenajack2036 9 місяців тому +105

    The media is currently barraged with a lot of economic data right now. It takes a lot to see beyond the whole ocean of news on focus on what is important, which is that no matter how low stocks go, they always bounce back. I really ignore all the news and keep investing. I recently allocated about $121k to put in the market as we anticipate a crash. Any recommendations?

    • @chrisbluebird5037
      @chrisbluebird5037 9 місяців тому +3

      Yeah, this makes sense. You'll tend to get a lot of recommendations, but most would be inaccurate. I personally don't like engaging in those mundane decisions, so I just allow a wealth manager do them for me. Been doing that since 2020, and have pulled in a cumulative of more than $213k.

    • @mesutserim1595
      @mesutserim1595 9 місяців тому +1

      Please, could you recommend the FA you work with? I could really use some help right now.

    • @chrisbluebird5037
      @chrisbluebird5037 9 місяців тому +6

      Credits to "Heather Lee Larioni", one of the best portfolio manager;s out there. she;s well known, you should look her up

    • @kaylawood9053
      @kaylawood9053 9 місяців тому +2

      Heather Lee Larioni appears to be a true authority in this field. I looked her up on the net cos I really need this, and found her website, went through her profile and I can say she's superb. Dropped a message hoping it gets replied.

    • @mesutserim1595
      @mesutserim1595 9 місяців тому +1

      Oh found her! Looked up her full name and she was my top search. Thank you for this! Really appreciate.

  • @montielh
    @montielh 10 місяців тому +3

    Extraordinary interview!
    We are in a recession already! In October my sales in 5 states collapsed like in February 2021…

  • @anveshie
    @anveshie 10 місяців тому +12

    He has been warning recession from a long long time. Missed a lot of bull market scenarios

    • @SandyMMMM
      @SandyMMMM 10 місяців тому +2

      He was also wrong on interest rate prediction. I am wondering why there is such a hype about him.

    • @fernmoss-456
      @fernmoss-456 9 місяців тому

      Facts

  • @tomsoltess6636
    @tomsoltess6636 9 місяців тому +3

    This guy speaks the truth.

  • @ichrisone
    @ichrisone 10 місяців тому +2

    Legend as always.

  • @lemonace1800
    @lemonace1800 9 місяців тому +1

    Party leaning doesn’t help, finally Gundlach comes to reality. Luv it

  • @davidhamilton7166
    @davidhamilton7166 6 місяців тому

    Wonderful.

  • @giniaa2707
    @giniaa2707 7 місяців тому

    Wow, I had heard Gundlach before, but in this video I found his points very, on the mark!

  • @kuschinvest
    @kuschinvest 9 місяців тому

    Good luck Gundlach!

  • @PeterParker-wj3cr
    @PeterParker-wj3cr 10 місяців тому +14

    Everyone keeps moving the goal posts with these recession predictions. What's the penalty for being wrong? Or does everyone get a turn guessing until eventually someone will be right...smh

    • @funnycompilations3017
      @funnycompilations3017 10 місяців тому +2

      Lol ikr

    • @funnycompilations3017
      @funnycompilations3017 10 місяців тому +2

      And when it happens they will say yeah I predict it, but it came alittle late 😅

    • @LeonGenesis
      @LeonGenesis 10 місяців тому +1

      Most of the analysts and or managers giving forecasts are responsible for deploying their clients capital. If they turn out to be wrong about where the market goes (not that it matters in the short term), clients will withdraw their money from these managers funds. Clients taking their money out of your fund during a drawdown would be terrible.

    • @LeonGenesis
      @LeonGenesis 10 місяців тому +2

      But I agree the constant indecision about where things are headed is annoying. Unfortunately a lot of these professionals are paid to keep saying things. So here we are with another video about macro forecasts 😩😩😩😩😩😩😩😂😂😂😂😂

    • @PeterParker-wj3cr
      @PeterParker-wj3cr 10 місяців тому

      @@LeonGenesis 1000%

  • @geejaybee1970
    @geejaybee1970 9 місяців тому +1

    One issue that was left out of the dialogue is the need to raise corporate taxes and/or change the tax structure to service debt.

  • @tatymax7293
    @tatymax7293 10 місяців тому +2

    Super interesting interview ❤

  • @user-nl1ou4zu5u
    @user-nl1ou4zu5u 8 місяців тому

    Nothing will change until it gets bad enough and it is not bad enough yet. The ratio of Gold $ to Silver $ is $2024 to $24 which is 84 to 1. In 1933 the ratio of Gold $ to Silver $ was around 80 to 1 and that indicator was during the Great Depression when we did not have the National Debt that we have today. I dont trust the Federal Government, the FED or Wall Street to do anything right anytime soon no matter who is in the White House or Congress.

  • @mattg8431
    @mattg8431 10 місяців тому +1

    Date of this interview would be a useful information

  • @tibsyy895
    @tibsyy895 8 місяців тому

    He sees what's coming!

  • @goof260
    @goof260 10 місяців тому +1

    what about that cool piece of art behind him...

  • @mrcortadito
    @mrcortadito 10 місяців тому +2

    Preach !!! telling it like it is!!

  • @generalyan7084
    @generalyan7084 9 місяців тому

    It's great to see MSM welcome Peter Schiff back on!

  • @Tequila_Brad
    @Tequila_Brad 10 місяців тому +1

    It’s about time that YF has someone on that tells the truth about our economy and government.

  • @loud9090
    @loud9090 10 місяців тому +86

    I've been hearing a lot about the potential for a Treasury bond collapse lately. It's got me worried about how it might affect my portfolio. I have $500,000 invested in bonds, and a big chunk of that is in Treasuries. My stock portfolio has taken quite a hit, I have lost almost $150K in my stock portfolio. It's been quite a rollercoaster ride

    • @322dawgg
      @322dawgg 10 місяців тому +1

      I share your concerns. A Treasury bond collapse could lead to rising interest rates, and that could negatively impact bond prices. I would suggest you employ the services of an investment experts or advisors with experience since the 08' crash

    • @Marthas-r4c
      @Marthas-r4c 10 місяців тому +1

      A lot of folks downplay the role of advisors until being burnt by their own emotions. I needed a good boost to help my business stay afloat, hence I researched for license advisors and came across someone of due diligence, helped a lot to grow my reserve notwithstanding inflation, from $275k to approx. $850k so far.

    • @user-3456rtu
      @user-3456rtu 10 місяців тому +1

      this sounds considerable! think you know any advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

    • @Marthas-r4c
      @Marthas-r4c 10 місяців тому +4

      I've shuffled through a few advisors in the past, but settled with 'Nicole Desiree Simon her service is exemplary and she's a genius in portfolio diversification. I'd suggest you research her further on your browser, sure you'll find her basic info.

    • @user-3456rtu
      @user-3456rtu 10 місяців тому

      Appreciate this recommendation, hopefully I can get some insight to where the economy is headed and strategies to beat inflation with when I hear back from Nicole

  • @MarkBlumenthal1
    @MarkBlumenthal1 8 місяців тому

    His own book

  • @tmobilefan2063
    @tmobilefan2063 10 місяців тому +4

    This guy has been warning about a recession for 10 years.

  • @Kobby405
    @Kobby405 8 місяців тому

    I agree with investing in manufacturing during a recession bc we will always need essentials but I disagree with emerging markets as a whole. Yes investing in the manufacturing sector of emerging market securities would be great but not the whole fund bc once we have a recession over here, it will create a ripple effect around the world. Its gonna be even worse in sone of these countries who hold significant amount of their assets in dollars and need the Fed's Credit Swap lines.

  • @lawrencefeldman462
    @lawrencefeldman462 9 місяців тому

    Jeffery is right about the status of our national debt. I am big muni bonds buyer for many years to off set my tax hit. We're going to be in a down turn soon in 24. Once rates are back to 4 to 3.67 %. Its my sell sign go forward to go to cash. Take my profits and get into emerging markets bonds

  • @brettlongfield3291
    @brettlongfield3291 10 місяців тому

    Let's GOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO!

  • @eh7599
    @eh7599 10 місяців тому

    A genius

  • @DrKnowsMore
    @DrKnowsMore 9 місяців тому

    The fact that the government can't stop borrowing money is not the fed's problem. The FED is supposed to act, to some degree, as a counterbalance to the government. Spending has to be control. If the government can't do that, then the FED should drive the government in the bankruptcy.

  • @MonetaryRebel
    @MonetaryRebel 10 місяців тому +1

    When gov debt rolls over at higher rates and interest payments take up a majority of the fiscal budget, senior citizens are screwed. Either the gov defaults on treasury bonds, or they default on seniors entitlements, or they print non-stop and inflation takes off. The first 2 scenarios are scary, but it would be sharp and quicker. Sadly, the 3rd inflation scenario is the scariest. Consumer behavior will change and it would take a decade or more to dig out of that. That is the great depression 2.0 scenario.

  • @mrcmid9132
    @mrcmid9132 10 місяців тому

    Interest rates are going higher for sure!

  • @rudeawakening3833
    @rudeawakening3833 10 місяців тому

    The CENTRAL BANKS GLOBALLY are stockpiling physical GOLD as we speak - and have been for the last 3 years ! Physical silver is THE most undervalued commodity on earth - the country of India last year purchased 40% of the earth’s total mining supply of SILVER for a reason !

  • @user-ts7ns7bt2v
    @user-ts7ns7bt2v 10 місяців тому +2

    I’m thinking small depression.

  • @edgardoberlioz2168
    @edgardoberlioz2168 8 місяців тому

    Yes Gund missed the Bitcoin massive move

  • @AudiTTQuattro2003
    @AudiTTQuattro2003 10 місяців тому +7

    Republican in the White House to get down spending...damn, he had me going there for a minute. They spend like druncken sailors, while cutting taxes for the rich.

    • @letsdanceonhere
      @letsdanceonhere 10 місяців тому +1

      I'm a fiscal conservative and I agree.

    • @fhowland
      @fhowland 10 місяців тому

      Lmao...yeah Biden and his MMT cronies are GREAT with the debt. Obama raised the debt by a larger amount than any other president ever

  • @rajkc9209
    @rajkc9209 9 місяців тому

    When US treasury is so deep in hole things cannot be as normal as they appear. When things start to move, unbelievable moves will happen quick.

  • @michael-qp9xd
    @michael-qp9xd 10 місяців тому

    Jeff saying that bond market is pricing in rate cut like 50 basis points. He disagrees and says fed not to cut. But then later he says if things turn bad then the fed to cut rates. And too adds he thinks to go into a recession so a bad thing. So this contradicts his first thinking on fed not to cut. So bond market movers are correct with thinking fed to cut. Am i not getting this contradiction right from talk here?

    • @alexgamble4718
      @alexgamble4718 9 місяців тому +1

      The bond market is pricing a small cut to rates next year. He is saying that is unlikely because either the economy and inflation is strong and rates are not cut, or a downturn occurs and rates are a lot. What is being priced is a middle ground he doesn't think is realistic.

  • @randalnelson8862
    @randalnelson8862 10 місяців тому

    B2 gold 🌙

  • @buyfixrentrepeat1270
    @buyfixrentrepeat1270 10 місяців тому

    Fed need to relax

  • @erbterb
    @erbterb 10 місяців тому

    "worried about the fiscal situation" not here in sweden. Our indebted business leaders wants the government to borrow like drunken sailor. You guessed it: by the script, which is infrastructure and other cornered markets, such as uranium.
    But as the state probably will have to bail out the real estate market, just as they did in 1991 when the real estate morons last borrowed on the international bond market that was flush with inflating currencies; the dollar, they will probably wreck the gov economy for the next two decades.

  • @dt-jy1ig
    @dt-jy1ig 9 місяців тому

    Get a Republican in the White House will save us? BOTH parties have been guilty of inflating the debt bubble. Don’t forget it was Reagan’s administration that gave rise to the phrase “deficits don’t matter”

  • @roc7880
    @roc7880 10 місяців тому

    imagine your life as a climatologist predicting weather, and every day you go on TV and say something like this week it is a higher chance than last week to have a rain, and on Sunday night there is no rain as of yet, and again you go on TV and say next week I think we will see rain, and that still does not happen. how many times do we need to listen to such Cassandras before telling them STFU

  • @mk-xe2cd
    @mk-xe2cd 10 місяців тому

    This guy doesn't understand modern money theory....it states specifically that overspending causes inflation.

  • @jonEmontana
    @jonEmontana 9 місяців тому

    You have to wonder what massive immigration because of no borders and open invite to the US does to the economy in a recession along with funding 2 wars going on 3. Can’t be a great thing.

  • @ren7sp25
    @ren7sp25 9 місяців тому

    Recession in 2023, no wait, 1Q 2024, no wait wait... 2Q 2024 🤣

  • @WalayatFamily
    @WalayatFamily 10 місяців тому +1

    The fool said the same a year ago! Recession Q2 2023!

    • @markphillips2648
      @markphillips2648 10 місяців тому +2

      Oh we have been in a recession since Q2 1/2 2023 because there is always a look back that is unknown until a recession ends.

    • @WalayatFamily
      @WalayatFamily 8 місяців тому

      @@markphillips2648 Do you even understand what a recession is? Let me educate you, it's 2 consecutive quarters of negative GDP.

  • @chessdad182
    @chessdad182 9 місяців тому

    Imagine if there was a US President who had a balanced budget for not one, but the last FOUR years of his administration. Definitely an impossibility. Right? Funny I never hear his name mentioned when these right wingers discuss the deficit.

  • @willrose5424
    @willrose5424 10 місяців тому

    So his math logic is to invest in non US emerging markets?

  • @MrGiggity890
    @MrGiggity890 9 місяців тому

    This dude has literally been talking about a recession right around the corner for decades. Permabears are cringe af.

  • @alexgamble4718
    @alexgamble4718 9 місяців тому

    All the well known bond salesman are always calling out recession risks. It's makes perfect sense, it's because bond funds are easier to sell when the prospect thinks the ass is going to fall out of the economy in the next 12 months.

  • @gofukurself6832
    @gofukurself6832 9 місяців тому

    And this is why you're one of my role models Jeff!!! 😂 He's starting to get cynical of the jobs reports that have revisions going months back showing the jobs were 35% created by the government not private sector😂😂😂 GOVERNMENT GASLIGHTING

  • @gavinhowe8711
    @gavinhowe8711 10 місяців тому

    MMT does predict inflation if spending is too great.. might want to research that theory a little more before being so confident..

    • @masterstacks2030
      @masterstacks2030 10 місяців тому

      MMT is a joke

    • @YouTubeUpdatesAreRuiningIt
      @YouTubeUpdatesAreRuiningIt 10 місяців тому +1

      ​@@masterstacks2030a joke that the US has been effectively operating with since 2000

    • @gavinhowe8711
      @gavinhowe8711 10 місяців тому

      Exactly… having the Fed buy the treasury debt is basically just issuing new dollars.. all of these “old school” guys do not focus on the actual issues and spend their lives worry about the US’s debt.

  • @karlwatson1874
    @karlwatson1874 10 місяців тому

    He should run for president.

    • @Andrew-3445
      @Andrew-3445 10 місяців тому +1

      We could never have someone sensible like him. We couldn't be so lucky.

    • @eh7599
      @eh7599 9 місяців тому

      No, he should do what is does well. He has zero experience in governing. That like saying a great baseball player should be a heart surgeon. Totally different expertise.

    • @Andrew-3445
      @Andrew-3445 9 місяців тому

      @@eh7599 I don't believe in that theory. We have by FAR the most experienced guy running the country and his approval ratings are the worst of all time. Even 2/3 of Democrat leaning voters don't want him to run. No candidate has ever been that bad.

  • @SkankHuntForty2
    @SkankHuntForty2 7 місяців тому

    Recession 😂. No.

    • @006whysoserious
      @006whysoserious 7 місяців тому

      Or they’ll wait until after the election. Something tells me if Trump does win that they’ll scream “it’s a recession” just like they did back in 08.

  • @rudyg7039
    @rudyg7039 9 місяців тому

    I think bill Clinton balance the budget and trump took it to another high level narrator tried to push for a republican but failed

  • @chunzhu5049
    @chunzhu5049 9 місяців тому

    wrong