Загрузка видео...

Не удалось загрузить видео

На главную

“2019 prices aren’t coming back.” Edward Dowd just warned that inflation is about to come roaring back. “Food.” “Gasoline.” “Electricity.” “Eventually, this turns into a full-blown recession.” “That’s going to cause demand destruction in other things.” “We’ve got inflation in things that you need.” “And we’re gonna have deflation...

brownstoneinst's profile picture

Brownstone Institute

56,195 subscribers

18,386 просмотров • 3 месяцев назад •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

Former BlackRock fund manager Ed Dowd on Larry Fink saying people's pensions will fund AI companies: "it's already happened" "The money's already been used. Your pension funds have already funded this" "Larry Fink is basically telling you what's already happened" "That's what private credit is. Private credit is opaque" "[But] private credit is shut down right now. BlackRock's private credit fund today, [and another] one... they're gating withdrawals" "that's why I'm so negative on the US Economy, because once credit turns, everything turns eventually, [and] eventually everything goes the wrong way" "That comes at the end of an economic boom. So we're already rolling over" "Equity people are always late to the party to figure this out. The fixed-income people are already pulling in their horns" "[But] the insurance companies have a lot of this dreck on their balance sheets. The pension funds own it through private credit funds and private equity" Shannon Joy Edward Dowd
1:25

Former BlackRock fund manager Ed Dowd on Larry Fink saying people's pensions will fund AI companies: "it's already happened" "The money's already been used. Your pension funds have already funded this" "Larry Fink is basically telling you what's already happened" "That's what private credit is. Private credit is opaque" "[But] private credit is shut down right now. BlackRock's private credit fund today, [and another] one... they're gating withdrawals" "that's why I'm so negative on the US Economy, because once credit turns, everything turns eventually, [and] eventually everything goes the wrong way" "That comes at the end of an economic boom. So we're already rolling over" "Equity people are always late to the party to figure this out. The fixed-income people are already pulling in their horns" "[But] the insurance companies have a lot of this dreck on their balance sheets. The pension funds own it through private credit funds and private equity" Shannon Joy Edward Dowd

Sense Receptor

67,948 просмотров • 3 месяцев назад

“We have an AI bubble.” Edward Dowd just revealed an uncomfortable truth about AI data center spending. GDP growth for Q4 2025 came in at 0.7%. But … “If you back out the data center AI GDP number, about 1.5%, which doesn’t really add to the labor force, we were negative GDP.” AI capital expenditure has been “driving a lot of the GDP, and especially Nvidia.” But Dowd warns that that’s about to change. “AI CapEx is gonna be rolling over very soon.” “We just made the power complex that much more expensive.” “We don’t have enough electricity and water to fund all this CapEx for AI.” “It’s already starting to show signs of cracking because the debt markets are questioning the ROI on the whole complex.” “There’s not enough revenue to support this CapEx spend.” Edward Dowd Jeffrey A Tucker
1:46

“We have an AI bubble.” Edward Dowd just revealed an uncomfortable truth about AI data center spending. GDP growth for Q4 2025 came in at 0.7%. But … “If you back out the data center AI GDP number, about 1.5%, which doesn’t really add to the labor force, we were negative GDP.” AI capital expenditure has been “driving a lot of the GDP, and especially Nvidia.” But Dowd warns that that’s about to change. “AI CapEx is gonna be rolling over very soon.” “We just made the power complex that much more expensive.” “We don’t have enough electricity and water to fund all this CapEx for AI.” “It’s already starting to show signs of cracking because the debt markets are questioning the ROI on the whole complex.” “There’s not enough revenue to support this CapEx spend.” Edward Dowd Jeffrey A Tucker

Brownstone Institute

23,331 просмотров • 3 месяцев назад

Laura Trott, "Great news.. Inflation coming down, food prices coming down" Ed Balls, "I think you misspoke.. When you said prices are coming down, did you mean prices are going up?" Laura Trott, "Sorry, the rate at which prices are rising are coming down" Susanna Reid, "Food prices are still going up" Ed Balls, "Just explain this to our viewers. You say inflation is coming down, and people say to to us, the price of goods are going up. So just explain to our viewers how those two things can be true" Laura Trott, "Real wages are rising.. More money in your pay check at the end of the month" Ed Balls, "Prices are going up" Laura Trott, "Prices are going up.. The target rate of inflation is 2%" Ed Balls, "So inflation is coming down and prices are going up"
1:28

Laura Trott, "Great news.. Inflation coming down, food prices coming down" Ed Balls, "I think you misspoke.. When you said prices are coming down, did you mean prices are going up?" Laura Trott, "Sorry, the rate at which prices are rising are coming down" Susanna Reid, "Food prices are still going up" Ed Balls, "Just explain this to our viewers. You say inflation is coming down, and people say to to us, the price of goods are going up. So just explain to our viewers how those two things can be true" Laura Trott, "Real wages are rising.. More money in your pay check at the end of the month" Ed Balls, "Prices are going up" Laura Trott, "Prices are going up.. The target rate of inflation is 2%" Ed Balls, "So inflation is coming down and prices are going up"

Farrukh

3,058,380 просмотров • 2 лет назад

Ignore the BS and follow the money 💸👀 Former BlackRock fund manager Ed Dowd on Iran: "The credit creation system needs constant growth" "If this turns into World War III or extended war, the amount of debt required to fund that war is going to be in the trillions." "We're getting to the end of this multi-generational Ponzi scheme." "Is the timing of this suspicious? I think a little bit." This clip of Dowd (Edward Dowd), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from an interview with Michelle Makori (Michelle Makori) posted to the Miles Franklin Media (Miles Franklin Precious Metals) YouTube channel on March 26, 2026. ----------------Partial transcription of clip--------------- Makori: "When you and I last spoke, you said that the US is not going to give up dollar dominance without a fight, that they're not going to go quietly into the night. Is this Iran conflict that fight?" Dowd: "Okay, let's talk for a second. You know, look, the credit creation system needs constant growth and flow and bigger injection amounts. And the crises are coming sooner and sooner. So we're getting to the end of this, this multi-generational Ponzi scheme. And it needs constant, you need to constantly feed the credit creation growth. "Coming into 2019, we had problems in the plumbing. We were going to global slowdown, but then magically Covid appeared and we had war-like spending. And that floated the credit system along for another several years and here we are only six years later and it's wobbling again. So we need even more credit creation. So one way to do that is have a war. "So I don't know, I'm not in the room. Is the timing of this suspicious? I think a little bit. The powers that be, the actual people running the show, are the Deep State, the administrative state. And if they want war, war is what we're going to get. And it's going to require a tremendous amount of spending and it will give good cover for a financial collapse. "But do I know that for sure? No. But the timing of the war is awfully suspicious. Private credit started to have serious problems and then boom, we're in war. Makori: "So you mean an excuse to just create more liquidity because it's gone the opposite way right now." Dowd: "Well it is now. But, so you will get a financial reset, but down the road, if we're in, if we're in, if this turns into World War three or extended war, the amount of debt required to fund that war is going to be in the trillions. And that'll keep the system alive after a brief, you know, pause in financial assets, you know, stock markets will go down 40, 50%. "So it saves the system. It doesn't prevent the system from resetting a little bit, but it saves the system. You need constant credit creation."
2:12

Ignore the BS and follow the money 💸👀 Former BlackRock fund manager Ed Dowd on Iran: "The credit creation system needs constant growth" "If this turns into World War III or extended war, the amount of debt required to fund that war is going to be in the trillions." "We're getting to the end of this multi-generational Ponzi scheme." "Is the timing of this suspicious? I think a little bit." This clip of Dowd (Edward Dowd), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from an interview with Michelle Makori (Michelle Makori) posted to the Miles Franklin Media (Miles Franklin Precious Metals) YouTube channel on March 26, 2026. ----------------Partial transcription of clip--------------- Makori: "When you and I last spoke, you said that the US is not going to give up dollar dominance without a fight, that they're not going to go quietly into the night. Is this Iran conflict that fight?" Dowd: "Okay, let's talk for a second. You know, look, the credit creation system needs constant growth and flow and bigger injection amounts. And the crises are coming sooner and sooner. So we're getting to the end of this, this multi-generational Ponzi scheme. And it needs constant, you need to constantly feed the credit creation growth. "Coming into 2019, we had problems in the plumbing. We were going to global slowdown, but then magically Covid appeared and we had war-like spending. And that floated the credit system along for another several years and here we are only six years later and it's wobbling again. So we need even more credit creation. So one way to do that is have a war. "So I don't know, I'm not in the room. Is the timing of this suspicious? I think a little bit. The powers that be, the actual people running the show, are the Deep State, the administrative state. And if they want war, war is what we're going to get. And it's going to require a tremendous amount of spending and it will give good cover for a financial collapse. "But do I know that for sure? No. But the timing of the war is awfully suspicious. Private credit started to have serious problems and then boom, we're in war. Makori: "So you mean an excuse to just create more liquidity because it's gone the opposite way right now." Dowd: "Well it is now. But, so you will get a financial reset, but down the road, if we're in, if we're in, if this turns into World War three or extended war, the amount of debt required to fund that war is going to be in the trillions. And that'll keep the system alive after a brief, you know, pause in financial assets, you know, stock markets will go down 40, 50%. "So it saves the system. It doesn't prevent the system from resetting a little bit, but it saves the system. You need constant credit creation."

Sense Receptor

45,383 просмотров • 6 месяцев назад

🇺🇸 THE FED IS EXPECTED TO HIKE RATES And this is bad for markets. Just a few months ago, everyone was convinced rate cuts were coming. That “flippening” in expectations has completely shifted the liquidity narrative. The next FOMC meeting on June 17th is also the first under new Fed Chair Kevin Warsh. Markets don’t yet have full clarity on how he will prioritize growth vs inflation. The reason for a possible hike is simple: the U.S. economy remains stronger than expected. Job growth is holding up, consumer demand is resilient, and inflation is still running above the Fed’s target. For the Fed, persistent inflation means less urgency to cut rates, and more reason to keep financial conditions tight. Higher rates make borrowing more expensive, slow spending, increase costs for businesses, and pressure stock valuations. Markets thrive on liquidity. A Fed focused on fighting inflation becomes a clear headwind for risk assets. Follow and turn on notifications to stay up to date.
0:29

🇺🇸 THE FED IS EXPECTED TO HIKE RATES And this is bad for markets. Just a few months ago, everyone was convinced rate cuts were coming. That “flippening” in expectations has completely shifted the liquidity narrative. The next FOMC meeting on June 17th is also the first under new Fed Chair Kevin Warsh. Markets don’t yet have full clarity on how he will prioritize growth vs inflation. The reason for a possible hike is simple: the U.S. economy remains stronger than expected. Job growth is holding up, consumer demand is resilient, and inflation is still running above the Fed’s target. For the Fed, persistent inflation means less urgency to cut rates, and more reason to keep financial conditions tight. Higher rates make borrowing more expensive, slow spending, increase costs for businesses, and pressure stock valuations. Markets thrive on liquidity. A Fed focused on fighting inflation becomes a clear headwind for risk assets. Follow and turn on notifications to stay up to date.

CryptoGoos

42,378 просмотров • 4 месяцев назад

"The entire world is printing more and more money. The only reason we don't see it in consumer prices is because of massive deflationary forces bringing the cost of things down." Dave on AI masking global inflation "The sole reason that Bitcoin was falling was because people were saying, oh, rates are going up. That direction changes, and now all of a sudden that direction matters quite a bit. Because remember, the reason rates were going up in the first place is we're printing more dollars." "You guys talk about inflation as if consumer prices are the only thing you're measuring. That's a bunch of horseshit." "Consumer prices are being impacted by the fact that we have the greatest technological revolution in the history of humanity going on, which is a massive deflationary force, and yet prices are still going up." "They're going up because we're printing more and more money, and so is Japan, and so is the EU, and certainly so is China." "AI is particularly important here, because services is the one thing that could not be affected by technology in the past. But guess what? Certainly all knowledge-based services are now coming down in price." "Assets that have provable scarcity, and gold does have provable scarcity until we find an asteroid to mine, are going to be a better play." "You gotta understand what's causing the charts and the squiggles. So I will constantly push back on the narrative that the way scarce assets trade in this environment is determinative. What's determinative is why people are investing."
2:22

"The entire world is printing more and more money. The only reason we don't see it in consumer prices is because of massive deflationary forces bringing the cost of things down." Dave on AI masking global inflation "The sole reason that Bitcoin was falling was because people were saying, oh, rates are going up. That direction changes, and now all of a sudden that direction matters quite a bit. Because remember, the reason rates were going up in the first place is we're printing more dollars." "You guys talk about inflation as if consumer prices are the only thing you're measuring. That's a bunch of horseshit." "Consumer prices are being impacted by the fact that we have the greatest technological revolution in the history of humanity going on, which is a massive deflationary force, and yet prices are still going up." "They're going up because we're printing more and more money, and so is Japan, and so is the EU, and certainly so is China." "AI is particularly important here, because services is the one thing that could not be affected by technology in the past. But guess what? Certainly all knowledge-based services are now coming down in price." "Assets that have provable scarcity, and gold does have provable scarcity until we find an asteroid to mine, are going to be a better play." "You gotta understand what's causing the charts and the squiggles. So I will constantly push back on the narrative that the way scarce assets trade in this environment is determinative. What's determinative is why people are investing."

The Wolf Of All Streets

34,955 просмотров • 17 дней назад

🇺🇸🇮🇷 The worst case for this war now has a number: $250 oil and 11% inflation by the fall Edward Dowd ran money at BlackRock and now models exactly this kind of shock, and his May call, $125 oil peaking then rolling over, played out in print. The new worst case: Gulf energy infrastructure starts coming apart, oil runs toward $250 FAST, and his model puts inflation between 8 and 11 percent by early fall. The mercy in the math: prices that high destroy demand so quickly they cannot hold, and the spike itself tips the world into recession. Which means Sunday night is the thing to watch. Markets have learned this war's rhythm, escalation talk on weekends, then a headline about Iran wanting a deal before futures open. The first weekend that pattern breaks, this becomes a different market. The home fuse is credit. The AI buildout leaned on private credit for its financing, and that market has gone cold, withdrawals frozen and early bankruptcies landing. Credit ends every party; stocks find out last. His compass has one needle: "Watch the price of oil and it'll tell you how the war is going." The baseline stays a painful but ordinary recession, on one condition. Oil under $100. But it is climbing. Edward Dowd
33:06

🇺🇸🇮🇷 The worst case for this war now has a number: $250 oil and 11% inflation by the fall Edward Dowd ran money at BlackRock and now models exactly this kind of shock, and his May call, $125 oil peaking then rolling over, played out in print. The new worst case: Gulf energy infrastructure starts coming apart, oil runs toward $250 FAST, and his model puts inflation between 8 and 11 percent by early fall. The mercy in the math: prices that high destroy demand so quickly they cannot hold, and the spike itself tips the world into recession. Which means Sunday night is the thing to watch. Markets have learned this war's rhythm, escalation talk on weekends, then a headline about Iran wanting a deal before futures open. The first weekend that pattern breaks, this becomes a different market. The home fuse is credit. The AI buildout leaned on private credit for its financing, and that market has gone cold, withdrawals frozen and early bankruptcies landing. Credit ends every party; stocks find out last. His compass has one needle: "Watch the price of oil and it'll tell you how the war is going." The baseline stays a painful but ordinary recession, on one condition. Oil under $100. But it is climbing. Edward Dowd

Mario Nawfal

483,370 просмотров • 2 месяцев назад

Former BlackRock fund manager Ed Dowd on the AI bubble: "This is all fugazi. It's going to burst" "It's all happening. And credit is effectively frozen. Private credit and private equity are on life support" "I've been here before. The only thing that's working in the stock market is AI. And if you strip out AI, stocks have gone nowhere since the rally that came out of the ceasefire" "Housing's rolling over. Housing starts [have] plummeted" "[Yet] the AI bubble is the only thing that's making people feel super complacent... It's now 45% of the S&P 500 market cap" "Semiconductors are 19% of the S&P 500... and they're 30% of the NASDAQ" "I know that people think that if the stock market's doing fine, everything's fine. It's not fine. We all know that" "Trump's poll numbers are in the tank. The average consumer is continuing to experience credit stress on their credit cards, their auto loans, and housing, and mortgage stress is starting to rise" This clip of Dowd (Edward Dowd), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from a discussion posted to the CDM (CDM) Rumble channel on June 25, 2026.
2:09

Former BlackRock fund manager Ed Dowd on the AI bubble: "This is all fugazi. It's going to burst" "It's all happening. And credit is effectively frozen. Private credit and private equity are on life support" "I've been here before. The only thing that's working in the stock market is AI. And if you strip out AI, stocks have gone nowhere since the rally that came out of the ceasefire" "Housing's rolling over. Housing starts [have] plummeted" "[Yet] the AI bubble is the only thing that's making people feel super complacent... It's now 45% of the S&P 500 market cap" "Semiconductors are 19% of the S&P 500... and they're 30% of the NASDAQ" "I know that people think that if the stock market's doing fine, everything's fine. It's not fine. We all know that" "Trump's poll numbers are in the tank. The average consumer is continuing to experience credit stress on their credit cards, their auto loans, and housing, and mortgage stress is starting to rise" This clip of Dowd (Edward Dowd), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from a discussion posted to the CDM (CDM) Rumble channel on June 25, 2026.

Sense Receptor

51,031 просмотров • 3 месяцев назад

Former BlackRock fund manager Ed Dowd warns that Boomers will be forced to sell their investment homes at steep discounts when the stock market tanks: "The only way this clears up is through price declines." "A lot of the people... selling these homes are... older and are retired... and some of them have multiple properties, and they're going to be downsizing and/or they're renting them out—AirBnB investments, what have you. [And] they are being stubborn on lowering their prices because they're still anchored mentally to the 2022 home price[s], and they don't feel the need to lower [them] because they have big investment portfolios of Nasdaq stocks. "So if we get a Nasdaq crunch, which we're already in the process of having, and their stock portfolios start to underperform dramatically, that might cause them to panic and start lowering home prices." This clip of Dowd (Edward Dowd) is taken from an interview with Greg Hunter (Greg Hunter) posted to Rumble on April 2, 2026.
1:58

Former BlackRock fund manager Ed Dowd warns that Boomers will be forced to sell their investment homes at steep discounts when the stock market tanks: "The only way this clears up is through price declines." "A lot of the people... selling these homes are... older and are retired... and some of them have multiple properties, and they're going to be downsizing and/or they're renting them out—AirBnB investments, what have you. [And] they are being stubborn on lowering their prices because they're still anchored mentally to the 2022 home price[s], and they don't feel the need to lower [them] because they have big investment portfolios of Nasdaq stocks. "So if we get a Nasdaq crunch, which we're already in the process of having, and their stock portfolios start to underperform dramatically, that might cause them to panic and start lowering home prices." This clip of Dowd (Edward Dowd) is taken from an interview with Greg Hunter (Greg Hunter) posted to Rumble on April 2, 2026.

Sense Receptor

203,314 просмотров • 6 месяцев назад

Out now- how Alf is seeing things in macro: - bullish stocks and bonds because the Fed put is back - yield curve to bull steepen as Fed cuts interest rates as inflation moderates - the abundance of long-term fixed-rate debt in the U.S. has shielded the American private sector from the ravages of higher rates - however, to say that high rates are actually stimulative is going too far. borrowers will have to refinance eventually - much of European economy has already felt the contractionary effects of higher rates. That is why the Swedish central bank has already begun to cut interest rates. expect more of this This interview is brought to you by VanEck, a global leader in asset management since 1955. I'm very proud to say that VanEck is Forward Guidance's exclusive sponsor - check them out! Recorded on May 8 Enjoy 🔥
1:02:18

Out now- how Alf is seeing things in macro: - bullish stocks and bonds because the Fed put is back - yield curve to bull steepen as Fed cuts interest rates as inflation moderates - the abundance of long-term fixed-rate debt in the U.S. has shielded the American private sector from the ravages of higher rates - however, to say that high rates are actually stimulative is going too far. borrowers will have to refinance eventually - much of European economy has already felt the contractionary effects of higher rates. That is why the Swedish central bank has already begun to cut interest rates. expect more of this This interview is brought to you by VanEck, a global leader in asset management since 1955. I'm very proud to say that VanEck is Forward Guidance's exclusive sponsor - check them out! Recorded on May 8 Enjoy 🔥

Jack Farley

36,817 просмотров • 2 лет назад

10 Shocking Stories the Media Buried Today #10 - Trump has inherited a “turd of an economy,” and when things “roll over,” he’ll be the one blamed for it. This dire news comes from COVID vaccine data analyst and former BlackRock asset manager Ed Dowd. Dowd predicts things could “unravel anytime between now and March.” And if the incoming Trump administration doesn’t “get out in front of the narrative,” then they are “going to get blamed for what is coming.” According to Dowd, America should have already entered a recession by “the second half of 2023.” However, “The government went on a spending spree... which gave the economy a bit more life.” “The real economy (not the stock market) has been rolling over,” Dowd lamented, “and we’re just waiting for the financial markets to figure this out. They will. And when they do, unfortunately, Trump will inherit turd of a financial market crisis.” Dowd added that he has insights into “some interesting indicators” that suggest the economy has “nowhere to go but the other direction [down].” Although the short-term economic future looks grim, Dowd mentioned some “good news.” And the good news is that Trump is the incoming president. Under Trump’s leadership, Dowd believes, the looming financial mess can be dealt with much better than if Harris won the office. “Now, the good news is that Trump is in office, and his policies will be far better than under the Biden administration. If Harris had won, I’d be far gloomier. There will be pain, but I believe it can be mitigated somewhat,” Edward Dowd said. (See 9 More Revealing Stories Below)
5:44

10 Shocking Stories the Media Buried Today #10 - Trump has inherited a “turd of an economy,” and when things “roll over,” he’ll be the one blamed for it. This dire news comes from COVID vaccine data analyst and former BlackRock asset manager Ed Dowd. Dowd predicts things could “unravel anytime between now and March.” And if the incoming Trump administration doesn’t “get out in front of the narrative,” then they are “going to get blamed for what is coming.” According to Dowd, America should have already entered a recession by “the second half of 2023.” However, “The government went on a spending spree... which gave the economy a bit more life.” “The real economy (not the stock market) has been rolling over,” Dowd lamented, “and we’re just waiting for the financial markets to figure this out. They will. And when they do, unfortunately, Trump will inherit turd of a financial market crisis.” Dowd added that he has insights into “some interesting indicators” that suggest the economy has “nowhere to go but the other direction [down].” Although the short-term economic future looks grim, Dowd mentioned some “good news.” And the good news is that Trump is the incoming president. Under Trump’s leadership, Dowd believes, the looming financial mess can be dealt with much better than if Harris won the office. “Now, the good news is that Trump is in office, and his policies will be far better than under the Biden administration. If Harris had won, I’d be far gloomier. There will be pain, but I believe it can be mitigated somewhat,” Edward Dowd said. (See 9 More Revealing Stories Below)

The Vigilant Fox 🦊

1,426,166 просмотров • 1 год назад

Kaitlan Collins: “When the president says there's virtually no inflation and that grocery prices are going down. Do you agree with him on that?” Rep. Marjorie Taylor Greene (R-GA): “No, I go to the grocery store myself. Grocery prices remain high. Energy prices are high. My electricity bills are higher here in Washington D.C., at my apartment, and they're also higher at my house in Rome, Georgia—higher than a year ago. So affordability is a problem.” “I hear stories not only from people who have been really struggling affording groceries or rent, but also hearing stories about people maxing out their credit cards just for monthly expenses.”
0:52

Kaitlan Collins: “When the president says there's virtually no inflation and that grocery prices are going down. Do you agree with him on that?” Rep. Marjorie Taylor Greene (R-GA): “No, I go to the grocery store myself. Grocery prices remain high. Energy prices are high. My electricity bills are higher here in Washington D.C., at my apartment, and they're also higher at my house in Rome, Georgia—higher than a year ago. So affordability is a problem.” “I hear stories not only from people who have been really struggling affording groceries or rent, but also hearing stories about people maxing out their credit cards just for monthly expenses.”

RedWave Press

60,562 просмотров • 11 месяцев назад

Trump: And so it's one of those things I was saying before though, that, you know, I do a thing called the weave, and there are those that are fair that say this guy is so genius, and then others would say, oh, he rambled. I don't ramble. I saw a story. What you do is you weave things in, you do it. You have to have certain things you need, you need an extraordinary memory because you have to come back to where you started. The weave is good if you come back. I can go so far here or there and I can come back to exactly where I started
0:35

Trump: And so it's one of those things I was saying before though, that, you know, I do a thing called the weave, and there are those that are fair that say this guy is so genius, and then others would say, oh, he rambled. I don't ramble. I saw a story. What you do is you weave things in, you do it. You have to have certain things you need, you need an extraordinary memory because you have to come back to where you started. The weave is good if you come back. I can go so far here or there and I can come back to exactly where I started

Headquarters

287,441 просмотров • 2 лет назад

Former BlackRock fund manager Ed Dowd on the "dead real estate market" perpetuated by boomers who won't sell houses to millennials who can't afford them "[there's] a demographic problem... in the U.S.... home prices are 30% too high. So we have an affordability problem" "We have most of the boomers sitting on the real estate, and as they die off or sell off some of their secondary properties, they need to sell them to the millennials, but the millennials can't afford [them]" "So in the U.S., we have this bizarre dead real estate market where we have this phenomenon we haven't seen... well, I think, ever, where homes for sale versus homes sold is at a gap the likes of which we've never seen" "And that's been there since last year—it's only getting worse. So the markets are frozen and eventually, you know, frozen markets do move, but they move slowly" "and what we're seeing in the U.S. is we're seeing home prices decline in the red states along the southern border; the sanctuary cities are still holding up, but, you know, if the AI bubble pops, that's going to cause some of these boomers to put their second and third homes on the market, and then that that'll just, you know, continue the cycle of home prices rolling over" "But someone like you [a millennial who's] waiting, you're going to have an opportunity. You're going to have an opportunity to buy at a discount, and you'll be fine. And... people get bummed out about lower home prices, but... for every loser there's a winner, and... I'd rather see younger millennials that are starting families be able to afford a home than a boomer sitting on his three properties not spending any money because he's retired" New Era Finance Podcast Edward Dowd
3:09

Former BlackRock fund manager Ed Dowd on the "dead real estate market" perpetuated by boomers who won't sell houses to millennials who can't afford them "[there's] a demographic problem... in the U.S.... home prices are 30% too high. So we have an affordability problem" "We have most of the boomers sitting on the real estate, and as they die off or sell off some of their secondary properties, they need to sell them to the millennials, but the millennials can't afford [them]" "So in the U.S., we have this bizarre dead real estate market where we have this phenomenon we haven't seen... well, I think, ever, where homes for sale versus homes sold is at a gap the likes of which we've never seen" "And that's been there since last year—it's only getting worse. So the markets are frozen and eventually, you know, frozen markets do move, but they move slowly" "and what we're seeing in the U.S. is we're seeing home prices decline in the red states along the southern border; the sanctuary cities are still holding up, but, you know, if the AI bubble pops, that's going to cause some of these boomers to put their second and third homes on the market, and then that that'll just, you know, continue the cycle of home prices rolling over" "But someone like you [a millennial who's] waiting, you're going to have an opportunity. You're going to have an opportunity to buy at a discount, and you'll be fine. And... people get bummed out about lower home prices, but... for every loser there's a winner, and... I'd rather see younger millennials that are starting families be able to afford a home than a boomer sitting on his three properties not spending any money because he's retired" New Era Finance Podcast Edward Dowd

Sense Receptor

59,693 просмотров • 1 месяц назад

Mike Macdonald explains why not playing in the NFL actually helped him become a better coach, and says it forced him to lead with honesty instead of pretending he had all the answers “Because it’s like, who am I going to kid here? I can’t do what you guys do. And so I think that’s where it starts. And then you’re a young coach, so it’s also an acknowledgement to say, ‘Hey, look, I feel very strongly about some things. There’s a lot of things I also acknowledge I don’t know yet because we haven’t experienced these things, and I don’t have the skins on the wall to say, “Look, I know what’s going on here.”’ “I believe I know what it takes, and I’m going to try to create a compelling vision that we want to create, and a pathway and principles that we can go by to get there. But if we really believe in this culture of growth and 12 is one, well, I’m in this thing and our coaches are in this thing with our players. “There’s coaches in our league and coaches in history that, deservedly so, come in and say, ‘Hey, look, this is how we’re going to do business. Here’s your book. We’re going to go to page July, August, whatever, and this is what we do, this is how we do business, and this is what’s going to win.’ And it’s worked like that. But if I did that, that wouldn’t be authentic. “So my thing is, ‘Hey, look, I’m learning with you guys in this journey.’ It’s more fun that way, and it takes the edge off. We’re going to give it everything we have because we decided we’re going to try to do it this way. If we don’t get the results we wanted, let’s go back and see what we can improve on process-wise to yield better results. “And you just keep doing that. That’s an honest process. But you’ve got to keep it real with them. If we fall short, which we’ve done plenty of times from the coaching staff, or if there are things that aren’t up to the vision and the standard of how we said we were going to be, we’ve got to be the first ones to show that we’re willing to grow from that because that’s what you expect from your players.”
1:59

Mike Macdonald explains why not playing in the NFL actually helped him become a better coach, and says it forced him to lead with honesty instead of pretending he had all the answers “Because it’s like, who am I going to kid here? I can’t do what you guys do. And so I think that’s where it starts. And then you’re a young coach, so it’s also an acknowledgement to say, ‘Hey, look, I feel very strongly about some things. There’s a lot of things I also acknowledge I don’t know yet because we haven’t experienced these things, and I don’t have the skins on the wall to say, “Look, I know what’s going on here.”’ “I believe I know what it takes, and I’m going to try to create a compelling vision that we want to create, and a pathway and principles that we can go by to get there. But if we really believe in this culture of growth and 12 is one, well, I’m in this thing and our coaches are in this thing with our players. “There’s coaches in our league and coaches in history that, deservedly so, come in and say, ‘Hey, look, this is how we’re going to do business. Here’s your book. We’re going to go to page July, August, whatever, and this is what we do, this is how we do business, and this is what’s going to win.’ And it’s worked like that. But if I did that, that wouldn’t be authentic. “So my thing is, ‘Hey, look, I’m learning with you guys in this journey.’ It’s more fun that way, and it takes the edge off. We’re going to give it everything we have because we decided we’re going to try to do it this way. If we don’t get the results we wanted, let’s go back and see what we can improve on process-wise to yield better results. “And you just keep doing that. That’s an honest process. But you’ve got to keep it real with them. If we fall short, which we’ve done plenty of times from the coaching staff, or if there are things that aren’t up to the vision and the standard of how we said we were going to be, we’ve got to be the first ones to show that we’re willing to grow from that because that’s what you expect from your players.”

Josh Chambers

299,694 просмотров • 2 дней назад

If the cult leader says that the grass is red, then the grass is red. Trump’s top economic advisor Kevin Hassett: “The consumer is really firing on all cylinders, just like the corporate sector… They’re doing that because they have so much more money in their pockets… In fact, I had the head of one of the big five banks in my office yesterday going through credit card data, and credit card spending is through the roof. They’re spending more money on gasoline, and they’re spending more on everything else too.” This is MAGA-style economic logic in full display. Anyone who has an IQ higher than Trump’s vocabulary should understand that the fact that “credit card spending is through the roof” is because: (1) inflation caused by tariffs and war has skyrocketed prices on everything “through the roof”; (2) people need to borrow money to survive. I just really hope that this idiocy finally stops. But it probably won’t. MAGA is a cult. And so if the cult leader says that the grass is red, then the grass is red.
0:23

If the cult leader says that the grass is red, then the grass is red. Trump’s top economic advisor Kevin Hassett: “The consumer is really firing on all cylinders, just like the corporate sector… They’re doing that because they have so much more money in their pockets… In fact, I had the head of one of the big five banks in my office yesterday going through credit card data, and credit card spending is through the roof. They’re spending more money on gasoline, and they’re spending more on everything else too.” This is MAGA-style economic logic in full display. Anyone who has an IQ higher than Trump’s vocabulary should understand that the fact that “credit card spending is through the roof” is because: (1) inflation caused by tariffs and war has skyrocketed prices on everything “through the roof”; (2) people need to borrow money to survive. I just really hope that this idiocy finally stops. But it probably won’t. MAGA is a cult. And so if the cult leader says that the grass is red, then the grass is red.

Roman Sheremeta 🇺🇸🇺🇦

10,430 просмотров • 4 месяцев назад

Canadian MP Charlie Angus: Agriculture is going to be another big area with 73-billion-dollar shared trade, this is a totally integrated market. Donald promised lower grocery prices in his first 100 days. Americans, like Canadians, have already seen the shocks of inflation, the shocks of post-COVID. Once he starts messing with that market—and he’s saying some things in CUSMA are protected and other things aren’t—nobody knows. It’s creating uncertainty, and it’s making it very difficult for suppliers on both sides of the border. So, I think what American farmers are waking up to is the fact that Canadians are no longer buying their products. We’re just not going to participate in this abusive relationship. You threaten us, we don’t buy your products. How about that?
1:01

Canadian MP Charlie Angus: Agriculture is going to be another big area with 73-billion-dollar shared trade, this is a totally integrated market. Donald promised lower grocery prices in his first 100 days. Americans, like Canadians, have already seen the shocks of inflation, the shocks of post-COVID. Once he starts messing with that market—and he’s saying some things in CUSMA are protected and other things aren’t—nobody knows. It’s creating uncertainty, and it’s making it very difficult for suppliers on both sides of the border. So, I think what American farmers are waking up to is the fact that Canadians are no longer buying their products. We’re just not going to participate in this abusive relationship. You threaten us, we don’t buy your products. How about that?

Acyn

64,630 просмотров • 1 год назад

Plaid CEO Zachary Perret says AI agents will rely on credit cards, not stablecoins, for payments in the near term: "For as far as I can see, which in this environment is maybe a year or something like that, I think agents using credit cards is going to be by far the primary thing that happens." "The reason for that is merchants accept credit cards. Merchants don’t accept stablecoins, for the most part, for most of the things that a consumer wants to do." "Now, over time, certain types of merchants might start to accept stablecoins. The question is: will the companies that care about making credit cards really easy be able to make them sufficiently easy in the amount of time before merchants actually start thinking about accepting stablecoins?" "And my hunch is, you’ve seen, I think Ramp actually launched an agentic credit card... I know there’s a bunch of other agentic credit cards that are out there, and I can’t imagine that there will not be 5,000 YC companies launching agentic-focused credit cards soon." "So I think we will see more and more options pop up. That’s not to say I’m not a believer in stablecoins. I think it’d be super cool, but I just don’t think it’s realistic in a short time frame."
1:14

Plaid CEO Zachary Perret says AI agents will rely on credit cards, not stablecoins, for payments in the near term: "For as far as I can see, which in this environment is maybe a year or something like that, I think agents using credit cards is going to be by far the primary thing that happens." "The reason for that is merchants accept credit cards. Merchants don’t accept stablecoins, for the most part, for most of the things that a consumer wants to do." "Now, over time, certain types of merchants might start to accept stablecoins. The question is: will the companies that care about making credit cards really easy be able to make them sufficiently easy in the amount of time before merchants actually start thinking about accepting stablecoins?" "And my hunch is, you’ve seen, I think Ramp actually launched an agentic credit card... I know there’s a bunch of other agentic credit cards that are out there, and I can’t imagine that there will not be 5,000 YC companies launching agentic-focused credit cards soon." "So I think we will see more and more options pop up. That’s not to say I’m not a believer in stablecoins. I think it’d be super cool, but I just don’t think it’s realistic in a short time frame."

TBPN

52,930 просмотров • 6 месяцев назад

The Fed watches energy prices and worries about inflation psychology. Meanwhile the actual data shows the opposite story playing out in real time. Credit card balances just fell by the most in almost two years. Sounds like good news, right? Paying down debt is healthy. Except look at the sequence. Households borrowed heavy in March and April to absorb an energy shock. Then in May they pulled back hard. That is not confidence. That is a household hitting its limit after using credit cards as a temporary bridge. This is what demand destruction actually looks like. Absorb the shock, dip into savings, use credit, delay purchases. Then the bills arrive and spending has to respond. Discretionary purchases get cut. Basket sizes shrink. Big ticket items get postponed. Businesses cannot pass on higher prices without losing volume. Same exact pattern as the tariff inflation scare last year. Weak economy, flat beverage demand, consumers refusing to accept price increases. And housing confirms it. Rates came down and housing never recovered anyway. Previously owned home sales fell again in June.
3:02

The Fed watches energy prices and worries about inflation psychology. Meanwhile the actual data shows the opposite story playing out in real time. Credit card balances just fell by the most in almost two years. Sounds like good news, right? Paying down debt is healthy. Except look at the sequence. Households borrowed heavy in March and April to absorb an energy shock. Then in May they pulled back hard. That is not confidence. That is a household hitting its limit after using credit cards as a temporary bridge. This is what demand destruction actually looks like. Absorb the shock, dip into savings, use credit, delay purchases. Then the bills arrive and spending has to respond. Discretionary purchases get cut. Basket sizes shrink. Big ticket items get postponed. Businesses cannot pass on higher prices without losing volume. Same exact pattern as the tariff inflation scare last year. Weak economy, flat beverage demand, consumers refusing to accept price increases. And housing confirms it. Rates came down and housing never recovered anyway. Previously owned home sales fell again in June.

Jeffrey P. Snider

23,142 просмотров • 3 месяцев назад