Stocks (And Bitcoin) Poised To Outperform Bonds In 2024 | DAS Macro Panel 2024

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  • Опубліковано 28 вер 2024

КОМЕНТАРІ • 91

  • @BlockworksHQ
    @BlockworksHQ  6 місяців тому +1

    Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit vaneck.com/HODLFG to learn more.

    • @georgelien
      @georgelien 6 місяців тому

      “They are going to cut” 😂 But they can also delay “the cut” , people

  • @tatianastarcic
    @tatianastarcic 5 місяців тому +83

    My portfolio for the past 30 years has always been self managed and I own 3 shares of Berkshire Hathaway Class A stock (BRK:A) which I bought in at about $17,000 during the mid 90s, I’m currently liquidating some of these positions to incoporate new Gen. Stocks, but am I better off re-investing into Gold as it seems stocks are a little too unstable right now.

    • @morgansofia
      @morgansofia 5 місяців тому +4

      Just buy Gold and protect your assets, the stock market is a rollercoaster.

    • @darnellcapriccioso
      @darnellcapriccioso 5 місяців тому +3

      The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds.

    • @richardhudson1243
      @richardhudson1243 5 місяців тому +3

      How do I reach out to a financial advisor, my portfolio has been struggling since 2022 and I’ve been holding on by the skin of my teeth.

    • @darnellcapriccioso
      @darnellcapriccioso 5 місяців тому +2

      I work with Tenley Megan Amerson, a licensed fiduciary. Simply look up the name. The information you need to work with a letter to schedule an appointment would be included.

    • @maiadazz
      @maiadazz 5 місяців тому +2

      Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.

  • @BrianFrenchinternet-marketing
    @BrianFrenchinternet-marketing 6 місяців тому +11

    great job... not easy to organize a live presentation with 4 speakers.

  • @sewnsew6770
    @sewnsew6770 6 місяців тому +3

    All of the panelists are in the rich group of the bifurcated economy
    But the bottom 80 percent are being crushed
    It’s a tale of two cities
    The best of times and the worst of times

  • @jingmu1289
    @jingmu1289 6 місяців тому

    Great episode! Thank you!

  • @annKLR
    @annKLR 6 місяців тому

    Great show Jack

  • @bmwabbitnator
    @bmwabbitnator 6 місяців тому +2

    All star cast, great stuff

  • @conduit242
    @conduit242 6 місяців тому +1

    Jack is much taller than I thought 😮

  • @mfer134
    @mfer134 6 місяців тому +2

    Julian at the Digital Asset Summit. lolol. . .

    • @vinz300000
      @vinz300000 6 місяців тому +2

      😂😂😂Ahahah Indeed! I think they just called him because he lives down the road

  • @heathmulholland1228
    @heathmulholland1228 6 місяців тому

    Clear consensus is bearish bonds, interesting. Consensus is often always wrong.

  • @just.for.the.downshifts
    @just.for.the.downshifts 6 місяців тому

    Close your eyes and pick any stock and that would perform bonds isn’t it? Lol

  • @DesmondMiles333
    @DesmondMiles333 6 місяців тому +1

    Imagine if bonds turned out to be the safest asset and we end up with a deflationary spiral.

  • @sewnsew6770
    @sewnsew6770 6 місяців тому

    Pump me up

  • @22ryanoc
    @22ryanoc 3 місяці тому

    These guys don’t know anything. Buy and hold total market funds and intermediate term bonds and you’ll do very well.

  • @cryptoengineer9930
    @cryptoengineer9930 6 місяців тому

    Interesting conversation on finance's, surprised how little they know about bitcoin. A shock is coning.

    • @BourgeoisRaser
      @BourgeoisRaser 6 місяців тому +1

      Trust me as i cannot even write properly

  • @kikolatulipe
    @kikolatulipe 6 місяців тому +8

    Everyone despise money printing but everyone love the stock bubble :-)

    • @ocavant
      @ocavant 5 місяців тому

      Yeah, what a bunch of hypocrites!😂

  • @TheR700cancer
    @TheR700cancer 6 місяців тому +1

    There is a podcast from the 21 of july 2021 were julian bridge literally says he didn't expect higher yields. Yet here he speaks like if he called the inflation/high yields before it happened no problem!
    He should take responsibility for making mistaken predictions like everyone makes

  • @roderikvanrinsum2968
    @roderikvanrinsum2968 5 місяців тому +1

    Michael Howell lightyears ahead of everybody else. Imagine seriously still believing in the incompetence hypothesis in this day and age.

  • @twscho5041
    @twscho5041 6 місяців тому +1

    These stuffed shirts might not want the Orange Man but they will be getting him! Trump 2024!

  • @philipvjones397
    @philipvjones397 6 місяців тому +7

    Brigden wants to go long gold, silver, platinum and short usd. That's basically a 100% correlated trade. What is the point of taking 4 positions to express one thesis i.e. USD weakness?

  • @tck7394
    @tck7394 4 місяці тому

    Julian and Jonny's assessment is only correct for a tiny slither of the US economy. They are completely wrong overall because the vast majority do no have spare cash to invest in equities. etc and are being decimated. Michael's understanding and perception on macro is incredibly deep, vast and applies world wide not to the grotesquely enriched slither.

  • @ocavant
    @ocavant 5 місяців тому

    While they “could” outlaw it how would they get ahold of self custodial holdings? Don’t think that would happen, but never say never.

  • @KungPowEnterFist
    @KungPowEnterFist 6 місяців тому +1

    Who cares if stocks/BTC outperform bonds. That should always be the case. I want to know if stocks/BTC will outperform inflation. Going back to late 2021/early 2022, SPY and BTC has gotten smoked vs inflation.

  • @justinwiedeman5017
    @justinwiedeman5017 5 місяців тому

    Bitcoin has significant negative cash flow. Address that?

  • @CommodoreSchmock
    @CommodoreSchmock 5 місяців тому

    People don't realise that the best antidote to inflation is an intelligent taxation regime

  • @nonexistent5030
    @nonexistent5030 6 місяців тому

    Not a single fixed-income bull? Unfortunate. Would like to see a more balanced discussion that left more room for nuance.

    • @nonexistent5030
      @nonexistent5030 6 місяців тому

      Guess when you live in an echo chamber you're going to see consensus and group think...

  • @Richard-y5u
    @Richard-y5u 6 місяців тому +1

    Market is so on a narrowly led blow off top when it goes it will be 1999/2007/2022 bad. Julien crashed his hedge fund with a yen bet years ago so I ll swerve his advice.

    • @anonmon6236
      @anonmon6236 6 місяців тому

      honestly stay clear of all of them,

  • @tqbrowne
    @tqbrowne 6 місяців тому +1

    Great presentation. I'm astounded at the degree of agreement among the contributors to the panel.

  • @basschalice
    @basschalice 6 місяців тому +5

    sounds like a bullish signal for bonds

  • @ryanbaileyboxing
    @ryanbaileyboxing 6 місяців тому +1

    No shit. Everything outperforms bonds 😂

    • @RogerYeahmon
      @RogerYeahmon 6 місяців тому

      except everything that doesn't

  • @justinwiedeman5017
    @justinwiedeman5017 5 місяців тому

    Not impressed.

  • @fluffyclucks7320
    @fluffyclucks7320 6 місяців тому

    Sounds like a concensus on a permanently high plateau scenario!

  • @thesolitaryadventurer
    @thesolitaryadventurer 6 місяців тому

    This cycle I'm listening more to the contrary voices than the cheerleaders.

  • @edreeves121
    @edreeves121 6 місяців тому +2

    Bitcoin idiocy is astonishing.

  • @tactileslut
    @tactileslut 6 місяців тому +2

    the nOISE GATEING on the mICROPHONES is distrACTING.

  • @pettersbrevlada
    @pettersbrevlada 5 місяців тому

    All star panel. Thank you.

  • @greggcal4583
    @greggcal4583 6 місяців тому

    Really enjoyable and informative.

  • @jphone9200
    @jphone9200 6 місяців тому

    Fed likes to make and pop bubbles

  • @vegansheldon4087
    @vegansheldon4087 6 місяців тому

    Why is there no picture?

  • @tropicalbreeze-hh3sh
    @tropicalbreeze-hh3sh 6 місяців тому

    Great video, thank you sir

  • @88peyote
    @88peyote 6 місяців тому

    Amazing discussion!!!

  • @mattanderson6672
    @mattanderson6672 6 місяців тому

    Thanks guys

  • @WilliamsTheodore-tm5nb
    @WilliamsTheodore-tm5nb 6 місяців тому

    I usually look up your videos for updates! Our government has no idea how people are suffering these days. I feel for people with disabilities not getting the help they deserve. Thank you mrs Juana Ambrose, imagine investing $12,000 and received $305,500.

    • @RichardThomas-vx5ch
      @RichardThomas-vx5ch 6 місяців тому

      You're correct!! I make a lot of money without relying on the government. Investing in stocks and digital currencies is beneficial at this moment.

    • @Santosdiago-wv6wc
      @Santosdiago-wv6wc 6 місяців тому

      She must be really dedicated and well trusted for people to talk much good about

    • @CharlesAnthonyLucas
      @CharlesAnthonyLucas 6 місяців тому

      The fact that I got to learn and earn from her program is everything to me think about it, it's a win-win for both ways.

    • @JamesMatthew-ll8eq
      @JamesMatthew-ll8eq 6 місяців тому

      Wow. I'm a bit perplexed seeing mrs Juana Ambrose. name been mentioned here also. Didn't know she has been good to so many people.

    • @HarveyVictorCyrus
      @HarveyVictorCyrus 6 місяців тому

      I'm new to this and have heard that now is an excellent time to buy. However, I currently have cash sitting in my bank account that I would really like to put to good use because inflation is at an all-time high. Who is this coach that you mention, and how do i reach her

  • @anonmon6236
    @anonmon6236 6 місяців тому

    crypto isn't fungible, won't be hard to mess with it

  • @mariocabella5476
    @mariocabella5476 6 місяців тому +2

    Dollar is not going weaker in relative terms because:
    1-All CB are desperate to cut and the ECB on the front seat.
    2-Financial situation in Europe and EM is worse than in US
    3-GDP across the world is worse than US
    4-Productivity impulsed by tech is much better in the US.
    5-Deglobalization will make the dollar stronger.
    Dollar still the best fiat.

  • @sagitta4291
    @sagitta4291 6 місяців тому +1

    Joseph doing the money printing meme gesture was the highlight of the video lmao

  • @BatmanBoss
    @BatmanBoss 6 місяців тому +1

    Thanks guys! Great panel 👍

  • @Twilight_Charger
    @Twilight_Charger 6 місяців тому

    Was the 1st guy referring to US Government bonds when he said they were not safe? Is he delusional?

    • @BlockworksHQ
      @BlockworksHQ  6 місяців тому +5

      he was NOT referring to their credit risk but their inflation risk / interest rate risk.

  • @Dandy852
    @Dandy852 6 місяців тому +2

    What a waste of time.

    • @BlockworksHQ
      @BlockworksHQ  6 місяців тому +6

      ...find me four macro minds who have navigated this cycle better. do you just want doomers predicting a recession and continuing to be wrong for 3 years?

    • @D5MDJM7738
      @D5MDJM7738 6 місяців тому +1

      ​@@BlockworksHQ yes please

    • @nonexistent5030
      @nonexistent5030 6 місяців тому +3

      @@BlockworksHQ I think what would make for more entertaining AND informative content is macro minds who DISAGREED with each other. If 4 people have the same view and are lucky enough for that view to play out accurately, that says nothing about what will happen going forward. What would be more interesting is a discussion between 4 conflicting views that were not so fully convicted in their views and willing to hear each other out