Video wird geladen...

Video konnte nicht geladen werden

Beim Laden dieses Videos ist ein Problem aufgetreten. Dies könnte an einem vorübergehenden Netzwerkproblem liegen oder das Video ist möglicherweise nicht verfügbar.

One common belief about bubbles is that they require extreme overvaluation. GMO Head of Asset Allocation Ben Inker explains why some bubbles can occur when valuations look reasonable. And why that situation may apply today.

Excess Returns

4,718 subscribers

60,371 Aufrufe • vor 1 Monat •via X (Twitter)

Nachrichten & Politik Finanzen

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

- Why rising interest rates aren’t signalling a systemic liquidity crisis - Why interest rates are nowhere near a high enough level that can impact risk assets - Why inflated valuations and asset bubbles are preserved rather than addressed

- Why rising interest rates aren’t signalling a systemic liquidity crisis - Why interest rates are nowhere near a high enough level that can impact risk assets - Why inflated valuations and asset bubbles are preserved rather than addressed

JustDario

31,428 Aufrufe • vor 2 Monaten

Nick Fuentes explains why it is perfectly REASONABLE to notice patterns in racial groups. "The idea that we can not make judgements about races and their behaviors is called LIBERAL IDEOLOGY"

Nick Fuentes explains why it is perfectly REASONABLE to notice patterns in racial groups. "The idea that we can not make judgements about races and their behaviors is called LIBERAL IDEOLOGY"

Fuentes Updates

35,269 Aufrufe • vor 7 Monaten

"We are likely to be in a situation where over the next twelve months, we see more supply come into the US stock market than has been the case in living memory" "We could be talking about five or six percent of aggregate US market cap coming in as supply." "If you look at the impact on the stock market, it's not when an IPO occurs, it's kind of in the twelve months afterwards" "The rule of thumb, if you looked at history, is that a one percent increase in supply is associated with a seven and a half percent worse return over the over the subsequent year." GMO Head of Asset Allocation Ben Inker on SpaceX and the other big IPOs likely coming this year.

"We are likely to be in a situation where over the next twelve months, we see more supply come into the US stock market than has been the case in living memory" "We could be talking about five or six percent of aggregate US market cap coming in as supply." "If you look at the impact on the stock market, it's not when an IPO occurs, it's kind of in the twelve months afterwards" "The rule of thumb, if you looked at history, is that a one percent increase in supply is associated with a seven and a half percent worse return over the over the subsequent year." GMO Head of Asset Allocation Ben Inker on SpaceX and the other big IPOs likely coming this year.

Excess Returns

32,586 Aufrufe • vor 1 Monat

Bwana, today I’ve seen Lynn Ngugi’s video, and all I can say is that lady explains things so clearly that even the dumbest people can understand. Take a look as she explains why Samia Suluhu was sworn in at a military barracks and the backlash that followed.

Bwana, today I’ve seen Lynn Ngugi’s video, and all I can say is that lady explains things so clearly that even the dumbest people can understand. Take a look as she explains why Samia Suluhu was sworn in at a military barracks and the backlash that followed.

𝗩𝗶𝗴𝗶𝗹𝗮𝗻𝘁𝗲 𝗩𝗮𝗻𝗴𝘂𝗮𝗿𝗱

119,986 Aufrufe • vor 9 Monaten

I know I am biased but Ravens have to be one of the most stunning and expressive of birds. Maybe that is why they occur so much in literature and mythology

I know I am biased but Ravens have to be one of the most stunning and expressive of birds. Maybe that is why they occur so much in literature and mythology

MarburyBirds

36,385 Aufrufe • vor 6 Monaten

the fact that everyone’s impression of them is how they truly look like they love each other and we absolutely can see why

the fact that everyone’s impression of them is how they truly look like they love each other and we absolutely can see why

nani

142,043 Aufrufe • vor 3 Monaten

Meanwhile common Pakistanis showing the kind of empathy and humanity that we can expect from them. This is why they ask to separate the behavior of the state from the common people.

Meanwhile common Pakistanis showing the kind of empathy and humanity that we can expect from them. This is why they ask to separate the behavior of the state from the common people.

Arnab Ray

627,128 Aufrufe • vor 1 Jahr

Boring is fantastic. Why? Because institutions want infrastructure that works. Reliable, dependable and composable. John Murray, Head of Content at P2P.org, explains why privacy is about hiding what you need to. 🎥 Watch the full clip👇

Boring is fantastic. Why? Because institutions want infrastructure that works. Reliable, dependable and composable. John Murray, Head of Content at P2P.org, explains why privacy is about hiding what you need to. 🎥 Watch the full clip👇

Canton Network

13,174 Aufrufe • vor 9 Monaten

AQUA is a unique wallet, so we understand that many users may have questions about how it works and how they can make the most of their wallet. Here we address some of the most common questions about AQUA.

AQUA is a unique wallet, so we understand that many users may have questions about how it works and how they can make the most of their wallet. Here we address some of the most common questions about AQUA.

AQUA Wallet

10,705 Aufrufe • vor 2 Jahren

Makary: "Why are medications prescription only? If you think about it, if a medication is safe, doesn't require laboratory test monitoring, and can't be used in some nefarious way, why do we require a prescription? Most of the world does not do that ... there's something magical about price transparency"

Makary: "Why are medications prescription only? If you think about it, if a medication is safe, doesn't require laboratory test monitoring, and can't be used in some nefarious way, why do we require a prescription? Most of the world does not do that ... there's something magical about price transparency"

Aaron Rupar

170,642 Aufrufe • vor 6 Monaten

ICYMI: Nate Tice explains why Tom Brady's criticism of modern QB's is unfair given how advanced defenses are today: "I kind of get really mad about some of these old players...they just act like guys today can’t walk and chew gum at the same time. That frustrates me."

ICYMI: Nate Tice explains why Tom Brady's criticism of modern QB's is unfair given how advanced defenses are today: "I kind of get really mad about some of these old players...they just act like guys today can’t walk and chew gum at the same time. That frustrates me."

The Domonique Foxworth Show

83,274 Aufrufe • vor 9 Tagen

Some products go viral because of the hype. Others earn the attention because they actually look that good. OPULEN by Dabota seems to have the best of both worlds, and I can definitely see why everyone is talking about it. #OPULENByDabota

Some products go viral because of the hype. Others earn the attention because they actually look that good. OPULEN by Dabota seems to have the best of both worlds, and I can definitely see why everyone is talking about it. #OPULENByDabota

Tohria 💋

48,923 Aufrufe • vor 13 Tagen

📜 1991 — Residents of Krasnodar Question Why They Are Called Russians Residents of Krasnodar (today this is Russia) express outrage about why their documents state that they are Russians when Krasnodar had always been Ukraine. They are speaking Ukrainian, by the way.

📜 1991 — Residents of Krasnodar Question Why They Are Called Russians Residents of Krasnodar (today this is Russia) express outrage about why their documents state that they are Russians when Krasnodar had always been Ukraine. They are speaking Ukrainian, by the way.

Devana 🇺🇦

34,886 Aufrufe • vor 5 Monaten

When asked if we're in an AI bubble, Ray Dalio replied: "Indicators show that we’re about 80% in the last two times” - referring to 1929 and 2000. Dalio uses a bubble indicator tracking data back to 1900. It measures several factors: - How much leverage exists - Who's using that leverage - The ratio of wealth to available cash - And so on These indicators show we're deep into bubble territory, but not necessarily at the peak. That’s why he mentioned: “Don’t sell just because there’s a bubble”. Because bubbles can keep inflating. Dalio references how the market surged 90% from early 1928 to September 1929, even after Charles Merrill warned investors to get out. The timing depends on what "pricks" the bubble, and that hasn't happened yet. So what actually bursts bubbles? "The need for cash," Dalio explains. "You can't spend wealth. You have to sell wealth in order to get the money." When asset holders must sell - that's when bubbles pop. Classic triggers include tight Fed policy (unlikely now) or wealth taxes. When the interviewer mentions wealth tax proposals in California, Dalio confirms they exist at both state and national levels and could force asset sales. The real danger isn't valuations alone - it's when circumstances force selling. Ray Dalio covers why we're in a bubble, why you shouldn't sell yet and when to actually sell based on historical patterns in this 9-minute interview with CNBC. If you'd like to watch it, like and comment "DALIO" and I'll send it to you.

When asked if we're in an AI bubble, Ray Dalio replied: "Indicators show that we’re about 80% in the last two times” - referring to 1929 and 2000. Dalio uses a bubble indicator tracking data back to 1900. It measures several factors: - How much leverage exists - Who's using that leverage - The ratio of wealth to available cash - And so on These indicators show we're deep into bubble territory, but not necessarily at the peak. That’s why he mentioned: “Don’t sell just because there’s a bubble”. Because bubbles can keep inflating. Dalio references how the market surged 90% from early 1928 to September 1929, even after Charles Merrill warned investors to get out. The timing depends on what "pricks" the bubble, and that hasn't happened yet. So what actually bursts bubbles? "The need for cash," Dalio explains. "You can't spend wealth. You have to sell wealth in order to get the money." When asset holders must sell - that's when bubbles pop. Classic triggers include tight Fed policy (unlikely now) or wealth taxes. When the interviewer mentions wealth tax proposals in California, Dalio confirms they exist at both state and national levels and could force asset sales. The real danger isn't valuations alone - it's when circumstances force selling. Ray Dalio covers why we're in a bubble, why you shouldn't sell yet and when to actually sell based on historical patterns in this 9-minute interview with CNBC. If you'd like to watch it, like and comment "DALIO" and I'll send it to you.

Felix Prehn 🐶

432,517 Aufrufe • vor 8 Monaten

MUST WATCH: Secretary Marco Rubio explains why Operation Epic Fury is so important: "The purpose of this is to destroy that missile capability. Why does Iran want that ballistic missile capability? What they are trying to do, and have been trying to do for a very long time, is build a convention weapons capability as a shield where they can hide behind — meaning there would come a point where they have so many conventional missiles, so many drones, and can inflict so much damage that no one can do anything about their nuclear program. That is what they were trying to do."

MUST WATCH: Secretary Marco Rubio explains why Operation Epic Fury is so important: "The purpose of this is to destroy that missile capability. Why does Iran want that ballistic missile capability? What they are trying to do, and have been trying to do for a very long time, is build a convention weapons capability as a shield where they can hide behind — meaning there would come a point where they have so many conventional missiles, so many drones, and can inflict so much damage that no one can do anything about their nuclear program. That is what they were trying to do."

Rapid Response 47

357,862 Aufrufe • vor 5 Monaten

VIDEO | Here’s what double Olympic medallist Manu Bhaker's coach Jaspal Rana said after she was ignored for this year's Dhyan Chand Khel Ratna award. "How can it be ignored? There has to be some system where points system should be given to an athlete and after that, they should decide. How many athletes are very finely educated and they have every knowledge of how to apply and what to apply? Does that make a sense that only an athlete can apply? Why not federation, why not even SAI (Sports Authority of India), why not even ministry?" (Full video available on PTI Videos -

VIDEO | Here’s what double Olympic medallist Manu Bhaker's coach Jaspal Rana said after she was ignored for this year's Dhyan Chand Khel Ratna award. "How can it be ignored? There has to be some system where points system should be given to an athlete and after that, they should decide. How many athletes are very finely educated and they have every knowledge of how to apply and what to apply? Does that make a sense that only an athlete can apply? Why not federation, why not even SAI (Sports Authority of India), why not even ministry?" (Full video available on PTI Videos -

Press Trust of India

10,347 Aufrufe • vor 1 Jahr

Today is #WorldSuicidePreventionDay. Suicide is one of the most common topics that people connect with us about. Tap through the images to learn about some of the warning signs of suicide and what you can do if you or someone you know is experiencing thoughts of suicide.

Today is #WorldSuicidePreventionDay. Suicide is one of the most common topics that people connect with us about. Tap through the images to learn about some of the warning signs of suicide and what you can do if you or someone you know is experiencing thoughts of suicide.

Kids Help Phone

13,439 Aufrufe • vor 2 Jahren