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When asked if Fed rate cuts might signal economic weakness, Tom Lee responded: "The Fed would be cutting for the right reasons, which is as they look at the next 12 months, the tariff inflation impacts are fading, but there's risk on the job market.” Lee expects a December...

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Felix Prehn 🐶

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What If Warsh Cuts Rates Next Week? Markets are overwhelmingly expecting Kevin Warsh to keep rates unchanged at his first Fed meeting next week, with some traders even pricing in the possibility of higher rates later this year. But what if the consensus is wrong? In this Short video, Lawrence Lepard, "fix the money, fix the world" presents the contrarian case that Warsh could be far more dovish than investors expect. The argument starts with inflation. Warsh has suggested that traditional inflation measures may overstate current price pressures and that alternative metrics, such as Dallas Trimmed PCE, paint a much cooler picture. If inflation is closer to target than headline data suggests, the justification for maintaining restrictive policy becomes much weaker. Another key piece of the thesis is productivity. Warsh has repeatedly discussed the transformative impact of AI on economic output. If artificial intelligence drives a meaningful productivity boom, the economy could grow faster without generating the same inflationary pressures that normally accompany growth. That would give the Fed more room to lower rates without reigniting inflation. The discussion also highlights the possibility that recent inflation pressures are being driven by temporary factors, particularly energy prices and geopolitical tensions. If those pressures ease, inflation could fall naturally, strengthening the case for easier monetary policy. There is also a broader economic backdrop to consider. The administration has made economic growth, domestic manufacturing, and reindustrialization central priorities. Building factories, infrastructure, and supply chains requires capital, and high interest rates make those investments more difficult. Lower rates would provide the financial fuel needed to accelerate those goals. The most controversial part of the conversation is the suggestion that Warsh could deliver not just a rate cut, but potentially a larger-than-expected cut (50 bps) if he wants to quickly reset policy. While that remains a low-probability outcome, Lawrence Lepard, "fix the money, fix the world" argues that markets may be underestimating the possibility of a significant shift in direction. If that happens, stocks could respond very positively as lower rates improve liquidity, reduce financing costs, and support higher valuations. However, the bigger story may be in #bonds. Long-term Treasury investors could view aggressive easing as inflationary or fiscally irresponsible, pushing #yields sharply higher. In that scenario, equities celebrate the pivot while the bond market revolts. So, according to Lawrence Lepard, "fix the money, fix the world", Kevin Warsh may not follow the path investors currently expect. If he embraces alternative inflation measures, leans on the AI productivity story, and prioritizes growth, the market could be forced to rapidly reprice both interest-rate expectations and long-term bond yields. 🔽Get access to my notes with the key takeaways from this interview with Lawrence Lepard, "fix the money, fix the world" by visiting my Substack (link below) ⬇️
2:54

What If Warsh Cuts Rates Next Week? Markets are overwhelmingly expecting Kevin Warsh to keep rates unchanged at his first Fed meeting next week, with some traders even pricing in the possibility of higher rates later this year. But what if the consensus is wrong? In this Short video, Lawrence Lepard, "fix the money, fix the world" presents the contrarian case that Warsh could be far more dovish than investors expect. The argument starts with inflation. Warsh has suggested that traditional inflation measures may overstate current price pressures and that alternative metrics, such as Dallas Trimmed PCE, paint a much cooler picture. If inflation is closer to target than headline data suggests, the justification for maintaining restrictive policy becomes much weaker. Another key piece of the thesis is productivity. Warsh has repeatedly discussed the transformative impact of AI on economic output. If artificial intelligence drives a meaningful productivity boom, the economy could grow faster without generating the same inflationary pressures that normally accompany growth. That would give the Fed more room to lower rates without reigniting inflation. The discussion also highlights the possibility that recent inflation pressures are being driven by temporary factors, particularly energy prices and geopolitical tensions. If those pressures ease, inflation could fall naturally, strengthening the case for easier monetary policy. There is also a broader economic backdrop to consider. The administration has made economic growth, domestic manufacturing, and reindustrialization central priorities. Building factories, infrastructure, and supply chains requires capital, and high interest rates make those investments more difficult. Lower rates would provide the financial fuel needed to accelerate those goals. The most controversial part of the conversation is the suggestion that Warsh could deliver not just a rate cut, but potentially a larger-than-expected cut (50 bps) if he wants to quickly reset policy. While that remains a low-probability outcome, Lawrence Lepard, "fix the money, fix the world" argues that markets may be underestimating the possibility of a significant shift in direction. If that happens, stocks could respond very positively as lower rates improve liquidity, reduce financing costs, and support higher valuations. However, the bigger story may be in #bonds. Long-term Treasury investors could view aggressive easing as inflationary or fiscally irresponsible, pushing #yields sharply higher. In that scenario, equities celebrate the pivot while the bond market revolts. So, according to Lawrence Lepard, "fix the money, fix the world", Kevin Warsh may not follow the path investors currently expect. If he embraces alternative inflation measures, leans on the AI productivity story, and prioritizes growth, the market could be forced to rapidly reprice both interest-rate expectations and long-term bond yields. 🔽Get access to my notes with the key takeaways from this interview with Lawrence Lepard, "fix the money, fix the world" by visiting my Substack (link below) ⬇️

Thoughtful Money®

11,749 görüntüleme • 3 ay önce

🚨 FED CHAIR KEVIN WARSH JUST MADE IT CLEAR: THE FIGHT AGAINST INFLATION IS NOT OVER. Key points from the FOMC press conference: • The Fed held rates in a 9–3 vote after a heated internal debate. • Warsh said inflation is still too high and the 2% target is non-negotiable. • The Fed is pulling back from forward guidance and will let markets react directly to incoming data. • Treasury yields have already tightened financial conditions, even without another rate hike. • One soft CPI report will not change policy. The Fed is focused on the broader trend. • The economy and labor market remain solid, while AI investment is driving a major surge in business spending. • A hold does not mean the Fed has paused. Warsh called it “watchful thinking.” • If inflation rises while employment stays strong, the Fed will be more inclined to tighten again. The message was simple: The Fed is not declaring victory, and rate hikes are still on the table.
1:58

🚨 FED CHAIR KEVIN WARSH JUST MADE IT CLEAR: THE FIGHT AGAINST INFLATION IS NOT OVER. Key points from the FOMC press conference: • The Fed held rates in a 9–3 vote after a heated internal debate. • Warsh said inflation is still too high and the 2% target is non-negotiable. • The Fed is pulling back from forward guidance and will let markets react directly to incoming data. • Treasury yields have already tightened financial conditions, even without another rate hike. • One soft CPI report will not change policy. The Fed is focused on the broader trend. • The economy and labor market remain solid, while AI investment is driving a major surge in business spending. • A hold does not mean the Fed has paused. Warsh called it “watchful thinking.” • If inflation rises while employment stays strong, the Fed will be more inclined to tighten again. The message was simple: The Fed is not declaring victory, and rate hikes are still on the table.

Crypto Rover

117,868 görüntüleme • 1 ay önce

🇺🇸 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 görüntüleme • 3 ay önce

🚨Breaking news: Wednesday, Trump told NBC that if Kevin Warsh doesn’t support rate cuts, he won’t get the job. Trump said clearly that Fed rate cuts are undoubtedly coming. Rates are too high and need to drop sharply, and economic growth will make the debt look “very small.” He stressed that incoming Fed Chair Kevin Warsh must make it happen. This means Warsh’s path into the Fed is no longer about neutral academic judgment—it’s about executing liquidity expansion. If a “cliff-like rate cut” actually happens, global capital will rush at full speed into scarce hard assets.
1:16

🚨Breaking news: Wednesday, Trump told NBC that if Kevin Warsh doesn’t support rate cuts, he won’t get the job. Trump said clearly that Fed rate cuts are undoubtedly coming. Rates are too high and need to drop sharply, and economic growth will make the debt look “very small.” He stressed that incoming Fed Chair Kevin Warsh must make it happen. This means Warsh’s path into the Fed is no longer about neutral academic judgment—it’s about executing liquidity expansion. If a “cliff-like rate cut” actually happens, global capital will rush at full speed into scarce hard assets.

Lady M

66,010 görüntüleme • 7 ay önce

The housing market is frozen. Prices are up, inventory is down, and with mortgage rates stuck above 7%, both buyers and sellers are paralyzed. Everyone is praying the Fed will cut rates, but let me be clear: it's NOT happening anytime soon. Powell is not moving until he knows exactly where tariffs land. Right now, CEOs across America have no idea if they are facing a 10% tariff or a 35% tariff, and that kind of uncertainty makes it impossible for the Fed to predict inflation. So the safest move is to sit on their hands and do nothing. Here’s the reality... Unless mortgage rates drop to around 5.5%, housing is not going to turn. At these levels, first-time buyers are going to end up with homes much smaller than they ever imagined, simply to keep payments under control. This isn't doom and gloom, it's the truth. If you're waiting for the Fed to ride in and save the housing market, stop dreaming. Plan for today’s rates, not fantasy rates.
3:57

The housing market is frozen. Prices are up, inventory is down, and with mortgage rates stuck above 7%, both buyers and sellers are paralyzed. Everyone is praying the Fed will cut rates, but let me be clear: it's NOT happening anytime soon. Powell is not moving until he knows exactly where tariffs land. Right now, CEOs across America have no idea if they are facing a 10% tariff or a 35% tariff, and that kind of uncertainty makes it impossible for the Fed to predict inflation. So the safest move is to sit on their hands and do nothing. Here’s the reality... Unless mortgage rates drop to around 5.5%, housing is not going to turn. At these levels, first-time buyers are going to end up with homes much smaller than they ever imagined, simply to keep payments under control. This isn't doom and gloom, it's the truth. If you're waiting for the Fed to ride in and save the housing market, stop dreaming. Plan for today’s rates, not fantasy rates.

Kevin O'Leary aka Mr. Wonderful

119,956 görüntüleme • 1 yıl önce

THE FED IS OUT OF EXITS The 10-Year Treasury yield just broke above 4.40% First time since June 2025. Remember the last time we crossed that line? April 2025. Trump's "90-day tariff pause." The emergency button got slammed for a reason. That same line is back. Right on schedule. And here's what nobody on cable news is telling you: Rate HIKES are now what the Fed is expected to do next. Not cuts. Hikes. In plain English: the Fed is about to make borrowing more expensive, not cheaper. What that means for you: ➮ 30-year mortgage rates are heading back to 7% ➮ Inflation just hit a 3-year high ➮ "Higher for longer" - the policy everyone thought was dead is officially back Seemingly overnight. Now here's the math nobody on TV wants to do out loud: The US government has to refinance trillions in debt this year at these higher rates. Every tick higher in rates costs the Treasury billions more in interest. Which puts the Fed in a corner with two exits. If they HIKE to crush inflation - the stock market, housing, and credit markets crack at the same time. If they HOLD or CUT to save the markets - inflation spirals again and the dollar bleeds out. There is no third door. This isn't a policy decision anymore. It's a math problem with no solution. The clock is ticking. Most people will keep believing "the Fed has it under control" until their mortgage payment, their grocery bill, and their portfolio tell them otherwise. Don't worry though - my system flags the exact moment the market shifts from caution to DANGER. I called every major top and bottom of the last decade. You'll be warned before it hits, like always. So make sure to TURN ON NOTIFS and follow
0:37

THE FED IS OUT OF EXITS The 10-Year Treasury yield just broke above 4.40% First time since June 2025. Remember the last time we crossed that line? April 2025. Trump's "90-day tariff pause." The emergency button got slammed for a reason. That same line is back. Right on schedule. And here's what nobody on cable news is telling you: Rate HIKES are now what the Fed is expected to do next. Not cuts. Hikes. In plain English: the Fed is about to make borrowing more expensive, not cheaper. What that means for you: ➮ 30-year mortgage rates are heading back to 7% ➮ Inflation just hit a 3-year high ➮ "Higher for longer" - the policy everyone thought was dead is officially back Seemingly overnight. Now here's the math nobody on TV wants to do out loud: The US government has to refinance trillions in debt this year at these higher rates. Every tick higher in rates costs the Treasury billions more in interest. Which puts the Fed in a corner with two exits. If they HIKE to crush inflation - the stock market, housing, and credit markets crack at the same time. If they HOLD or CUT to save the markets - inflation spirals again and the dollar bleeds out. There is no third door. This isn't a policy decision anymore. It's a math problem with no solution. The clock is ticking. Most people will keep believing "the Fed has it under control" until their mortgage payment, their grocery bill, and their portfolio tell them otherwise. Don't worry though - my system flags the exact moment the market shifts from caution to DANGER. I called every major top and bottom of the last decade. You'll be warned before it hits, like always. So make sure to TURN ON NOTIFS and follow

Reflection🪩

132,195 görüntüleme • 4 ay önce

🚨 THE MARKET JUST PRICED IN A RATE CUT THAT'S THE TRAP 75% chance the Fed holds down from 96% in days Everyone is watching the announcement like it's going to save them It won't Fed cuts to 3.50%? Market pumps for 4 hours then reality hits and assets are still priced at insane valuations with a slowing global economy Pump gets sold immediately Fed holds at 3.75%? Nothing changes slow bleed continues Above 4.00%? You already know what happens Here's what nobody wants to say out loud: > Rate cuts don't fix $34 trillion in debt > Rate cuts don't fix margin compression > Rate cuts don't fix a consumer that's already tapped out > Rate cuts don't fix what's already broken underneath 2022 they cut too late - market dumped anyway 2026 they're cutting into the same trap - same result The Fed doesn't have a tool for this They have a microphone and a podium Watch the pump after the announcement then watch what happens next That's when the real move starts Turn notifications on - if you're not following yet, you'll understand why that was a mistake later
0:59

🚨 THE MARKET JUST PRICED IN A RATE CUT THAT'S THE TRAP 75% chance the Fed holds down from 96% in days Everyone is watching the announcement like it's going to save them It won't Fed cuts to 3.50%? Market pumps for 4 hours then reality hits and assets are still priced at insane valuations with a slowing global economy Pump gets sold immediately Fed holds at 3.75%? Nothing changes slow bleed continues Above 4.00%? You already know what happens Here's what nobody wants to say out loud: > Rate cuts don't fix $34 trillion in debt > Rate cuts don't fix margin compression > Rate cuts don't fix a consumer that's already tapped out > Rate cuts don't fix what's already broken underneath 2022 they cut too late - market dumped anyway 2026 they're cutting into the same trap - same result The Fed doesn't have a tool for this They have a microphone and a podium Watch the pump after the announcement then watch what happens next That's when the real move starts Turn notifications on - if you're not following yet, you'll understand why that was a mistake later

philarekt

22,619 görüntüleme • 1 ay önce

"The Fed has one of the worst track records at predicting economic moves ever. They have 900 PhDs and monkeys typing on keyboards would do as well" Dave on why the Fed keeps getting it wrong and why Warsh could change that "The problem with professions like economics these days is it's safe to say what everybody else is saying. You get into this common knowledge trap. But you actually should look at data. Warsh has been spot on in almost everything he's said about the Fed" "They do a great job of looking backwards, but their forward models have been awful. Not bad, literally random. Monkeys banging on keyboards probably would do as well. The reasons are they make these assumptions, and these assumptions are wrong" "Now we have a new head of the Fed who actually is smart and understands this. If our inflation was coming from union contracts being negotiated with inflationary expectations, damn right they'd be raising rates. But that's not what's been happening. The dynamics underneath what causes inflation are very relevant here"
1:22

"The Fed has one of the worst track records at predicting economic moves ever. They have 900 PhDs and monkeys typing on keyboards would do as well" Dave on why the Fed keeps getting it wrong and why Warsh could change that "The problem with professions like economics these days is it's safe to say what everybody else is saying. You get into this common knowledge trap. But you actually should look at data. Warsh has been spot on in almost everything he's said about the Fed" "They do a great job of looking backwards, but their forward models have been awful. Not bad, literally random. Monkeys banging on keyboards probably would do as well. The reasons are they make these assumptions, and these assumptions are wrong" "Now we have a new head of the Fed who actually is smart and understands this. If our inflation was coming from union contracts being negotiated with inflationary expectations, damn right they'd be raising rates. But that's not what's been happening. The dynamics underneath what causes inflation are very relevant here"

The Wolf Of All Streets

15,670 görüntüleme • 3 ay önce

🚨 BREAKING: President Trump says the USA CAN REACH +25% GDP growth if things change at the Fed He says his Fed Chair appointment will be doing this "When the market goes up, LOWER RATES. You wanna see 25%? Wanna see what we can do? Go back to the old standard. When there's good news, the market should GO UP. That's the way you make a country great!" "They K*LL every rally! You have a good quarter, they k*ll it, they're so petrified of inflation. But growth and inflation don't go hand-in-hand! In fact, often times, growth is good for low inflation. We're gonna work on that." "Scott [Bessent] agrees! If he didn't agree, I wouldn't do it!"
1:44

🚨 BREAKING: President Trump says the USA CAN REACH +25% GDP growth if things change at the Fed He says his Fed Chair appointment will be doing this "When the market goes up, LOWER RATES. You wanna see 25%? Wanna see what we can do? Go back to the old standard. When there's good news, the market should GO UP. That's the way you make a country great!" "They K*LL every rally! You have a good quarter, they k*ll it, they're so petrified of inflation. But growth and inflation don't go hand-in-hand! In fact, often times, growth is good for low inflation. We're gonna work on that." "Scott [Bessent] agrees! If he didn't agree, I wouldn't do it!"

Eric Daugherty

161,625 görüntüleme • 8 ay önce

Kevin Warsh just ended his first ever FOMC meeting as Fed chair. His message to markets: "I can't give you any guidance on what we're going to do next." Here is what he said: 1. Inflation is still way above the Fed's 2% target and prices are too high for most people 2. "We will fix five years of misses on inflation", he is directly saying the previous Fed failed 3. The Fed will no longer tell you in advance what it plans to do with interest rates 4. He watches stock market prices more than anything else when making decisions 5. Interest rates are hurting the housing market but are not slowing down financial markets 6. All 19 members at the table agreed not to raise rates today 7. The 2% inflation target is not changing 8. He refused to say whether bond yields rising after today's decision concerns him 9. He refused to say whether he has spoken to Trump since becoming Fed chair Under Powell, the Fed always told markets what was coming next. Under Warsh, that is gone.
0:29

Kevin Warsh just ended his first ever FOMC meeting as Fed chair. His message to markets: "I can't give you any guidance on what we're going to do next." Here is what he said: 1. Inflation is still way above the Fed's 2% target and prices are too high for most people 2. "We will fix five years of misses on inflation", he is directly saying the previous Fed failed 3. The Fed will no longer tell you in advance what it plans to do with interest rates 4. He watches stock market prices more than anything else when making decisions 5. Interest rates are hurting the housing market but are not slowing down financial markets 6. All 19 members at the table agreed not to raise rates today 7. The 2% inflation target is not changing 8. He refused to say whether bond yields rising after today's decision concerns him 9. He refused to say whether he has spoken to Trump since becoming Fed chair Under Powell, the Fed always told markets what was coming next. Under Warsh, that is gone.

Bull Theory

1,036,008 görüntüleme • 3 ay önce

Trump doesn’t need to fire Powell; he can just sideline him entirely by announcing his successor tomorrow. Just like world leaders turned away from Biden, markets would turn away from Powell, and mortgage and government bond rates would start to come down immediately. Remember what happened after Trump’s victory in 2020—Joe Biden was still technically president, but no foreign leader, diplomat, or CEO cared. They all rushed to Mar-a-Lago to meet with Trump because everyone knew who the next leader was. Apply that same logic to the Fed. If Trump announces that the next Fed Chair is Scott Bessent, the bond market, which drives real-world rates far more than the Fed’s overnight rate, would begin ignoring Powell’s stubbornness and shift focus to Bessent’s commitment to bring rates back in line with economic reality. Bessent would effectively become the shadow Fed chair. He could speak across the country and signal clearly: when I take office in May 2026 (when Powell's term is up), rates are coming down by a lot. As someone who spent a decade trading interest rate derivatives, I can tell you—the bond market would have no choice but to start pricing that in. Interest rates on mortgages, credit cards, and government debt would fall almost immediately because Bessent would be seen as credible, confirmable, and committed to ending the artificially high interest rates that Powell is imposing on our economy.
2:37

Trump doesn’t need to fire Powell; he can just sideline him entirely by announcing his successor tomorrow. Just like world leaders turned away from Biden, markets would turn away from Powell, and mortgage and government bond rates would start to come down immediately. Remember what happened after Trump’s victory in 2020—Joe Biden was still technically president, but no foreign leader, diplomat, or CEO cared. They all rushed to Mar-a-Lago to meet with Trump because everyone knew who the next leader was. Apply that same logic to the Fed. If Trump announces that the next Fed Chair is Scott Bessent, the bond market, which drives real-world rates far more than the Fed’s overnight rate, would begin ignoring Powell’s stubbornness and shift focus to Bessent’s commitment to bring rates back in line with economic reality. Bessent would effectively become the shadow Fed chair. He could speak across the country and signal clearly: when I take office in May 2026 (when Powell's term is up), rates are coming down by a lot. As someone who spent a decade trading interest rate derivatives, I can tell you—the bond market would have no choice but to start pricing that in. Interest rates on mortgages, credit cards, and government debt would fall almost immediately because Bessent would be seen as credible, confirmable, and committed to ending the artificially high interest rates that Powell is imposing on our economy.

James Fishback

379,788 görüntüleme • 1 yıl önce

My brand new interview with Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com We discuss his bullish outlook on Bitcoin (new ATH this fall?), the national debt, Fed policy, corporate treasury boom, the U.S. acquiring Bitcoin and more. Let us know what you think in the comments below. Timecodes: 00:00 Tom Lee’s Market Outlook: Wall Street & U.S. Economy 1:27 Why Skepticism Is Good for the Markets 1:56 Why Tom Lee Is Bullish on Bitcoin and S&P 500 5:53 Government Debt: A Growing Economic Concern? 6:58 Should the Fed Cut Interest Rates? 8:46 What Happens If the Fed Lowers Rates? 9:38 Bitcoin Price Outlook: What’s Next? 10:47 Corporate Bitcoin Treasuries: Who’s Leading the Way? 12:45 Top Companies Holding Bitcoin in Treasury 14:04 Semler Scientific: Bitcoin as a Treasury Reserve 15:25 Fundstrat Strategy Breakdown: Key Offerings 18:48 Trump: “Bitcoin Is the New Oil” - What It Means 19:45 Can the U.S. Government Nationalize a Bitcoin Company? 22:57 Ethereum Investment: Why Tom Lee Is Buying 26:55 What Are the Risks of Holding Ethereum? 28:39 What Single Asset Would Tom Bet On?
31:46

My brand new interview with Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com We discuss his bullish outlook on Bitcoin (new ATH this fall?), the national debt, Fed policy, corporate treasury boom, the U.S. acquiring Bitcoin and more. Let us know what you think in the comments below. Timecodes: 00:00 Tom Lee’s Market Outlook: Wall Street & U.S. Economy 1:27 Why Skepticism Is Good for the Markets 1:56 Why Tom Lee Is Bullish on Bitcoin and S&P 500 5:53 Government Debt: A Growing Economic Concern? 6:58 Should the Fed Cut Interest Rates? 8:46 What Happens If the Fed Lowers Rates? 9:38 Bitcoin Price Outlook: What’s Next? 10:47 Corporate Bitcoin Treasuries: Who’s Leading the Way? 12:45 Top Companies Holding Bitcoin in Treasury 14:04 Semler Scientific: Bitcoin as a Treasury Reserve 15:25 Fundstrat Strategy Breakdown: Key Offerings 18:48 Trump: “Bitcoin Is the New Oil” - What It Means 19:45 Can the U.S. Government Nationalize a Bitcoin Company? 22:57 Ethereum Investment: Why Tom Lee Is Buying 26:55 What Are the Risks of Holding Ethereum? 28:39 What Single Asset Would Tom Bet On?

Natalie Brunell ⚡️

236,850 görüntüleme • 1 yıl önce

Henrik Zeberg said the thing you're not allowed to say right now: "Inflation is not high here. Anybody who says that is not studying. Inflation is incredibly low." His argument isn't the CPI print. It's who's supposed to carry inflation higher: "People pointing to the 1970s here haven't studied the savings rate. The savings rate in the 1970s was between 10 and 20%. That means people actually had the extra money in the pocket when inflation was going up. That's a different situation today... There's nobody to carry inflation." Savings rate now: 2 to 3%. Job creation: "16,000 jobs per month in a 170 million job market, the most pathetic job market we have seen." An oil shock can move the calculation of inflation, he says, but inflation is what people do about it, and a consumer with 3% savings reprioritizes instead of paying up. Then the parallel that made me sit up: "2008, January, inflation was at 4% and the Fed cut by 125 basis points over two meetings. Nobody knew of the financial crisis. Now inflation is 3%, the job market is worse, and the Fed is talking about hiking. Why should they hike?" His call: they won't. They'll stay focused on the wrong mandate until they "really stare deflation in the eyes", and then scramble, late, like every time. Hiking here would be, in his words, one of their greatest mistakes ever. Everyone feels inflation at the checkout. He's looking at an economy with no savings, no job growth, and a Fed staring at the wrong mandate.
7:18

Henrik Zeberg said the thing you're not allowed to say right now: "Inflation is not high here. Anybody who says that is not studying. Inflation is incredibly low." His argument isn't the CPI print. It's who's supposed to carry inflation higher: "People pointing to the 1970s here haven't studied the savings rate. The savings rate in the 1970s was between 10 and 20%. That means people actually had the extra money in the pocket when inflation was going up. That's a different situation today... There's nobody to carry inflation." Savings rate now: 2 to 3%. Job creation: "16,000 jobs per month in a 170 million job market, the most pathetic job market we have seen." An oil shock can move the calculation of inflation, he says, but inflation is what people do about it, and a consumer with 3% savings reprioritizes instead of paying up. Then the parallel that made me sit up: "2008, January, inflation was at 4% and the Fed cut by 125 basis points over two meetings. Nobody knew of the financial crisis. Now inflation is 3%, the job market is worse, and the Fed is talking about hiking. Why should they hike?" His call: they won't. They'll stay focused on the wrong mandate until they "really stare deflation in the eyes", and then scramble, late, like every time. Hiking here would be, in his words, one of their greatest mistakes ever. Everyone feels inflation at the checkout. He's looking at an economy with no savings, no job growth, and a Fed staring at the wrong mandate.

Michaël van de Poppe

38,539 görüntüleme • 2 gün önce