How $8,000 GOLD Will Become A Reality! | Gregory Mannarino
Ringkasan
TLDRThis video features a discussion on the current economic climate, focusing on the roles of central banks and market instability. Central banks, described as having a single product—debt issued as currency—are central to the issues discussed, as they are inflating the economy by issuing and buying their own debt. The speakers highlight the need for strong currencies and interest rates to support economic stability but note the challenges posed by the central banks' actions. Greg Mannarino, a significant contributor to the conversation, suggests that the market is being manipulated by the issuance of debt, leading to a lack of actual price discovery in commodities and stock markets. Investors are encouraged to hedge against these potential market disturbances by holding commodities such as gold and silver. The discussion also touches on the idea of becoming one's "own central bank" by investing in undervalued physical assets. Mannarino clarifies that market dynamics are skewed by debt bubbles and hyperinflationary pressures, which traditional financial metrics like PE ratios cannot accurately reflect anymore. The conversation points out that the debt market's actions dictate broader market movements, urging viewers to monitor this closely. It also mentions current themes like bond market volatility, the inefficiencies in economic data presentation, and Warren Buffett's recent moves, highlighting his cautious stance by selling stocks and holding substantial cash reserves.
Takeaways
- 📉 Central banks primarily deal in debt, influencing economic stability.
- 💡 A strong economy requires a strong currency and corresponding interest rates.
- 💰 Hedging against market instability can be achieved by investing in gold and silver.
- 🔍 Market manipulation by central banks leads to a lack of true price discovery.
- ⚠️ The debt market dictates broader market trends.
- 📊 Watch the debt market for signs of economic shifts.
- 🚨 Potential black swan events could trigger market crashes.
- 🪙 Commodities like gold and silver remain strategic investments.
- 🔀 Market dynamics are heavily influenced by central banks' debt strategies.
- 🤦♂️ Market predictions remain uncertain due to potential unforeseen events.
- 🎯 Warren Buffett's moves signal possible market caution.
- 📈 Bond market volatility is a significant economic indicator.
Garis waktu
- 00:00:00 - 00:05:00
Central banks have a longstanding plan to control the economy by increasing debt, which is their primary product. This devalues currency and fuels a mechanism where they continually issue and buy back debt, creating an inflationary cycle. Individuals should hedge against this with commodities like gold and silver, as a rapid economic contraction is expected.
- 00:05:00 - 00:10:00
The stock market is operating at high multiples not seen since prior crashes, but mainstream media downplays this, misleading the public about economic health. The central banks aim to control all economic debt, manipulating the system and devaluing currency as part of a long-term endeavor. Business activity continues to decline, signaling an unhealthy economy.
- 00:10:00 - 00:15:00
Central banks globally issue and buy massive amounts of debt while also being major buyers of gold. This indicates a strategy where they potentially control financial outcomes by creating a highly leveraged environment. Individuals are encouraged to protect themselves by understanding these dynamics and investing in hard assets.
- 00:15:00 - 00:20:00
The economic situation is exacerbated by debt saturation, with central banks buying up debt to maintain low rates and currency devaluation. Observing the debt market is crucial as it dictates other asset prices, with central banks likely manipulating this for control. There is concern over what happens when central banks can no longer purchase debt.
- 00:20:00 - 00:25:00
Despite media narratives, the debt market shows underlying economic stress. The central bank's control through debt purchases keeps rates low and incentivizes risky market behavior. A potential collapse would start in the debt market, affecting all assets, and could lead to a shift toward commodities and cryptocurrencies.
- 00:25:00 - 00:30:00
Predicting a market crash's trigger is challenging, but the debt market's behavior is critical. Despite expectations of rate cuts, the FED's efforts to keep rates low is what the market focuses on. A real crisis could stem from an unforeseen event in the debt market, necessitating more strategic individual financial planning.
- 00:30:00 - 00:36:34
Hedging through commodities remains essential as economic instability persists. The real asset value is obscured by market manipulation and false price discovery. Key insights include being prepared for rapid shifts in asset values and maintaining diversified holdings, especially in precious metals and potential crypto growth.
Peta Pikiran
Pertanyaan yang Sering Diajukan
What is the main product of central banks?
The main product of central banks is debt, often issued as currency.
How can one hedge against market instability?
One can hedge against market instability by investing in commodities such as gold and silver.
What is the expected outcome of central banks' endgame?
The expected outcome is central banks inflating the market to own significant portions of the debt, potentially leading to a loss for the general populace.
Why are higher interest rates important?
Higher interest rates support a strong currency, which is essential for a strong economy.
What market phenomenon did the speaker highlight regarding the 10-year yield?
The speaker highlighted the 10-year yield has been volatile, with rates rising unexpectedly, attributed partly to 'bond vigilantes'.
Who is Greg Mannarino?
Greg Mannarino is the host of traderschoice.net and a frequent speaker on economic and market issues.
Why is it difficult to predict market crashes according to the discussion?
It's difficult to predict market crashes because the trigger event is likely to be an outlier or black swan event that is unforeseen.
What is Warren Buffett's current strategy in response to the market conditions?
Warren Buffett is selling stock and accumulating cash, potentially indicating a cautious approach towards an overvalued market.
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- 00:00:00but we're at the point of no return
- 00:00:01there's just no turning back here
- 00:00:03absolutely look the mechanism is going
- 00:00:05to continue it doesn't matter what look
- 00:00:09the central banks have their their plan
- 00:00:11their design it's uh very very old and
- 00:00:14they are fulfilling their ingame to
- 00:00:16basically own it all uh to flood the
- 00:00:19world with their product and at the end
- 00:00:21we all lose first of all let's talk
- 00:00:23about how what central banks do they
- 00:00:25have a single product their product is
- 00:00:27debt uh in the form of a currency and
- 00:00:30the more that they produce of this stuff
- 00:00:32here the more unfortunately it devalues
- 00:00:34the currency here now serg banks are
- 00:00:37issuing debt through one door in the
- 00:00:39form of currency and then buying it back
- 00:00:41in the form of treasury notes here
- 00:00:42through another door it's a revolving
- 00:00:45mechanism massively inflationary here
- 00:00:47stay hedged in this market and you're
- 00:00:50hedging your Yourself by being long
- 00:00:52Commodities gold silver my favorite of
- 00:00:54asset all of all time uh realizing that
- 00:00:57at one point this multiples expansion
- 00:00:59cycle is going to contract and I mean
- 00:01:01it's going to contract so fast that
- 00:01:03people's heads are going to spin around
- 00:01:05like like moveie the
- 00:01:10Exorcist hello and welcome back to Sora
- 00:01:14financially a channel where we discuss
- 00:01:16the macro to understand the micro my
- 00:01:18name is Kai hoffen I'm the adjr mining
- 00:01:20guy over on X and of course your host
- 00:01:22for this conversation and I'm looking
- 00:01:24back looking forward to welcoming back
- 00:01:26an old friend of the show here GRE
- 00:01:28Menino he's uh you know the host of
- 00:01:30traderschoice.net and of course the
- 00:01:32Robin Hood of Wall Street he has a
- 00:01:33phenomenal YouTube channel make sure to
- 00:01:35go check it out I'll link to it down
- 00:01:37below and uh really excited to have him
- 00:01:39back tumultous times Lots going on and
- 00:01:41lots to discuss of course and uh before
- 00:01:44I switch over to my guest there's one
- 00:01:46free way how you how you can support us
- 00:01:48and it's just by hitting that like And
- 00:01:49subscribe button helps us out
- 00:01:50tremendously and we do appreciate it now
- 00:01:53Greg it is great to have you back on the
- 00:01:54program thank you so much for joining me
- 00:01:56here thanks for having me been looking
- 00:01:58forward to this since the last time yeah
- 00:02:01it's been a while it's been like seven
- 00:02:03months since we last chatted so we of
- 00:02:04course we have lots to talk about and
- 00:02:06maybe we'll start off with uh with an
- 00:02:08all-encompassing question and uh last
- 00:02:11last year were on you highlighted that
- 00:02:12uh a strong economy needs a strong
- 00:02:14currency supported by a high interest
- 00:02:16rates right um given what we know now
- 00:02:19we've we're seeing lower interest rates
- 00:02:21we're seeing a economy with a lot of
- 00:02:23question marks and a currency that is
- 00:02:26resilient wouldn't call it strong but
- 00:02:28it's resilient given the basket of other
- 00:02:30currencies We compare it against right
- 00:02:33um what what's your sitra like how do
- 00:02:35you an analyze the situation right now
- 00:02:37where are we at right now
- 00:02:39Greg we're we're at the point of no
- 00:02:41return there's just no turning back here
- 00:02:44absolutely look the mechanism is going
- 00:02:46to continue it doesn't matter what look
- 00:02:49the central banks have their their plan
- 00:02:52their design it's uh very very old and
- 00:02:55they are fulfilling their endgame to
- 00:02:57basically own it all uh to flood the
- 00:03:00world with their product and at the end
- 00:03:02we all lose unfortunately unless we're
- 00:03:03taking action against what they're
- 00:03:07they're put they're forcing on us here
- 00:03:09uh with regard to uh the mechanism it's
- 00:03:12just too simple to understand in my view
- 00:03:15understanding the and I'm glad you
- 00:03:17brought it up there are just two
- 00:03:18fundamental truths in economics and
- 00:03:20finance and I mean people just don't
- 00:03:22have any conception of it here but I
- 00:03:24mean it just makes sense to have a
- 00:03:26strong economy you need a strong
- 00:03:28currency to have a strong currency you
- 00:03:30need a corresponding rate of interest
- 00:03:33high enough to support the purchasing
- 00:03:34power of the currency I mean these are
- 00:03:36this is economics 101 or Finance
- 00:03:38economics 101 but the people just again
- 00:03:42they they're not told the truth by
- 00:03:44anyone and then they sit back and they
- 00:03:46wonder why the situation is what it is
- 00:03:50and it's just not going to change
- 00:03:54unfortunately until
- 00:03:56people come together which they're not
- 00:03:58going to we have a conquer Society a
- 00:04:00divided Sy A system that has divided
- 00:04:03them all they cannot elicit change by
- 00:04:05coming together part of the design here
- 00:04:07unfortunately none more so than here in
- 00:04:10the United States I just living here in
- 00:04:13this kind of environment right now is
- 00:04:16very uh I'm G to say it's challenging uh
- 00:04:19just trying to connect with people that
- 00:04:21most people again they walk through time
- 00:04:23and space I hate to say this they don't
- 00:04:24know who they are what they're doing or
- 00:04:27why they doing it they just you know
- 00:04:29listen to the propaganda Ministry they
- 00:04:31won't listen to a show like yours or
- 00:04:33mine where they can actually get the
- 00:04:34truth out of it uh you know you and I we
- 00:04:36you know we should be putting on tinf
- 00:04:38hats and you know the the political
- 00:04:40system or they all going to tell you the
- 00:04:41truth with the mainstream media behind
- 00:04:44me you got to be freaking kidding me man
- 00:04:46but the fact of the matter is man look
- 00:04:48unfortunately we are on a very dangerous
- 00:04:50pathway if you look at just a few things
- 00:04:52here we have a debt Market globally that
- 00:04:55is the biggest monstrous hyper bubble
- 00:04:57the world has ever seen uh central banks
- 00:05:00obviously in here inflating that bubble
- 00:05:03right now I mean it's gone further than
- 00:05:05anyone I believe even myself would ever
- 00:05:07imagine we have stock market multiples
- 00:05:10trading at levels here with regard let's
- 00:05:12say to the S&P 500 here in the United
- 00:05:14States well beyond the 1929 stock market
- 00:05:17crash well beyond the 87 crash will
- 00:05:20beond the 2008 crash uh and here we are
- 00:05:23now uh with multiples of almost 30 with
- 00:05:27regard to the S&P 500 I mean just to
- 00:05:30give you you know people a clue here in
- 00:05:3229 the multiples on the S&P 500 were
- 00:05:35about
- 00:05:3617 uh in 80 in uh 87 we were somewhere
- 00:05:41around 18 uh in 2008 we were somewhere
- 00:05:44around I want to say uh
- 00:05:4723 with PE ratio multiples and now we're
- 00:05:51like almost 30 so look it's just people
- 00:05:54again who's going to tell them that you
- 00:05:55think they're going to get this kind of
- 00:05:56Truth out of a politicians mouth now
- 00:05:58they're going to be told where to look
- 00:06:00how long to look at it and and basically
- 00:06:03you know just be lied to across the
- 00:06:05board it's insane yeah now so maybe
- 00:06:08maybe to summarize what you just said
- 00:06:09like the economy is in chambles like I
- 00:06:11really like it is not healthy the way
- 00:06:14they predict in mainstream Media or the
- 00:06:16the way they're telling us in mainstream
- 00:06:17media I think that's a fair fair summary
- 00:06:19of what you've said as well and then the
- 00:06:21the end game of the central banks is an
- 00:06:23interesting one cuz you you said to own
- 00:06:25it all and uh I think that part we need
- 00:06:27to break down a little bit on what you
- 00:06:29mean by that I'm guessing you mean all
- 00:06:31the debt but my point like and then is
- 00:06:34the motivation and why would they want
- 00:06:35to do that maybe we'll need to break
- 00:06:36that down and clarify that a little bit
- 00:06:38Greg sure no just with with regard to
- 00:06:41the economy here in the United States I
- 00:06:44mean we haven't had one single round of
- 00:06:47good good economic news for as far back
- 00:06:49as you want to go uh just over the past
- 00:06:52couple weeks we found out yet again
- 00:06:53business activity continues to contract
- 00:06:56manufacturing Factory activity remaining
- 00:06:59in traction as well
- 00:07:02unfortunately uh the propaganda with
- 00:07:04regard to government numbers it's all
- 00:07:05fake and everybody knows it's true no
- 00:07:08with regard to central banks look they
- 00:07:10they work together and they're doing
- 00:07:12again this is a mission that they've set
- 00:07:14out on since the Inception of Central
- 00:07:16Banking right now and I urge people to
- 00:07:18do their own research about this well
- 00:07:20first of all let's talk about how what
- 00:07:22central banks do they have a single
- 00:07:24product their product is debt uh in the
- 00:07:27form of a currency and the more that
- 00:07:29they produce of this stuff here the more
- 00:07:31unfortunately it devalues the currency
- 00:07:34here now central banks are issuing debt
- 00:07:37through one door in the form of currency
- 00:07:38and then buying it back in the form of
- 00:07:40treasury notes here through another door
- 00:07:42it's a revolving mechanism massively
- 00:07:44inflationary here at the same time
- 00:07:47central banks are now
- 00:07:49collectively uh not only the number one
- 00:07:51issuers and buyyers of debt but they're
- 00:07:55also the number one buyer of gold so
- 00:07:57what are they doing what are they doing
- 00:07:59what I've been telling people since day
- 00:08:01one is become your own Central Bank bet
- 00:08:04against the debt now you do this very
- 00:08:06simply by holding a hard asset those are
- 00:08:08the some are extremely uh massively
- 00:08:11undervalued because of the mechanism
- 00:08:13here you have to understand how this
- 00:08:14works I didn't think you do but
- 00:08:15generally population has no idea that
- 00:08:17the the
- 00:08:18the the way this works here again T
- 00:08:21going back to what we started with the
- 00:08:24two Dynamics or the fundamental truths
- 00:08:26to have a strong economy if you flip
- 00:08:28those upside down
- 00:08:30what it does is it it acts like an
- 00:08:32economic wrecking ball at the same time
- 00:08:36it boosts the stock market by creating a
- 00:08:38risk on environment opening up a doorway
- 00:08:40for cash to make its way into the stock
- 00:08:44market uh and and central banks have
- 00:08:46been unbelievably successful in reinf
- 00:08:49lating a stock market bubble around the
- 00:08:51world uh a real estate bubble here on
- 00:08:53the back of the debt hyperbubble which
- 00:08:56is a monster it's a time bomb it's
- 00:08:58taking lateral and latter and and it
- 00:09:00goes one F step further than that what
- 00:09:02people need to understand is fundamental
- 00:09:04factors don't matter anymore we just
- 00:09:06discussed PE ratios just a moment ago
- 00:09:08okay how they're so disconnected from
- 00:09:10any kind of reality we've ever seen but
- 00:09:13things like earnings and forward
- 00:09:14guidance and PE ratios don't matter when
- 00:09:17you have an environment where central
- 00:09:19banks are in here buying all the debt
- 00:09:21keeping rat artificially suppressed then
- 00:09:23you have presidential hopefuls or
- 00:09:25whatever the freak they are I call them
- 00:09:26select e promising people
- 00:09:30uh lower rates which is what we got out
- 00:09:31of the mouth of both Trump and camela uh
- 00:09:34it's an it's an amazing kind of set of
- 00:09:36Dynamics and play but people don't know
- 00:09:38so they can they hear this and they
- 00:09:40think it's actually good news Irish
- 00:09:41people just look back 25 30 years ago
- 00:09:44when we had much a much stronger
- 00:09:45currency when we had much higher rates
- 00:09:47it only took one income to support a
- 00:09:51family in a ni detached house with a
- 00:09:53brand new car couple of kids running
- 00:09:55around wild but today it's completely
- 00:09:56different Dynamic people just don't
- 00:09:58think like that unfortunately because
- 00:10:01they've been
- 00:10:02propagandized so the mechanism is very
- 00:10:04it's not going to stop and I know that
- 00:10:06there are a lot of people right now here
- 00:10:08in the United States who are hoping that
- 00:10:10one of these I call them creatures uh
- 00:10:14that are that are running to be selected
- 00:10:16to sit behind their Resolute D it won't
- 00:10:18matter if they put a farm animal there
- 00:10:19because we going to see expanding debt
- 00:10:23currency devaluation economic Wrecking
- 00:10:25Ball and depending on where this goes
- 00:10:28the dead Market here is the key I don't
- 00:10:30know how to tell people this in another
- 00:10:32way man I don't even care what the stock
- 00:10:35market does even though I'm immersed in
- 00:10:37the market everyone knows that and I am
- 00:10:39way long this Market everyone knows that
- 00:10:40too okay but I watch the debt Market to
- 00:10:45see what it's going to do because the
- 00:10:48dead Market is going to dictate the
- 00:10:50price action of pretty much every other
- 00:10:52asset meaning everything else becomes a
- 00:10:54derivative then it's too simple so I've
- 00:10:58been telling people since my earliest
- 00:10:59days when it came out here watch the
- 00:11:01debt market watch the debt Market the
- 00:11:03debt Market is always right the debt
- 00:11:04Market is telling us right now that we
- 00:11:06have a very dangerous situation that's
- 00:11:08number one number two how long are
- 00:11:11central banks going to continue to stay
- 00:11:13in here buy it all keep rates suppressed
- 00:11:16uh destroy the purchasing power of the
- 00:11:18currency until they have secured their
- 00:11:21position which in my in my view they
- 00:11:23already have as World control so they
- 00:11:25can again stop buying the debt that
- 00:11:28would bring down the system and that's
- 00:11:29what they really want to do and of
- 00:11:31course issuing a new one it's just too
- 00:11:32simple to understand the Dynamics in
- 00:11:35play who the players are who the puppets
- 00:11:37are where where society as a whole is
- 00:11:41being led to and now they're leading
- 00:11:43themselves unfortunately I hate to see
- 00:11:45this I hate it like you can't believe
- 00:11:47because of course what this means is the
- 00:11:50one and two percenters win and the rest
- 00:11:52of us lose and it's it it disturbs me to
- 00:11:57a very high degree yeah no for for
- 00:12:00obvious reasons obviously but um I have
- 00:12:02to challenge you just maybe for clarity
- 00:12:04I have to ask like have Western central
- 00:12:05banks started buying their own debt
- 00:12:07meaning um like has the US the US fed
- 00:12:11bought treasury bills from the treasury
- 00:12:12Department have have you seen that that
- 00:12:14happen yet has that process started
- 00:12:16because I I quite honestly I haven't
- 00:12:18read about it yet I know it's a
- 00:12:20possibility but it's like the
- 00:12:21possibility of Last Resort right when
- 00:12:23you don't find any more buyers of course
- 00:12:26it is and this is the end game look if
- 00:12:28you look at for example what happened
- 00:12:30just about um June of this year first of
- 00:12:33all let's let's discuss something
- 00:12:35something called QE or quantitative
- 00:12:38easing I'm sure you're familiar with
- 00:12:40this but most people you know they they
- 00:12:43hear these terms they it gets thrown out
- 00:12:45there by the cnbc's by people have no
- 00:12:49idea what it means first of all how does
- 00:12:51a central bank keep rates low do they
- 00:12:55have a magic wand do they have the power
- 00:12:58to say something and it just happens by
- 00:13:01decree because they're Divine entities
- 00:13:04absolutely not so when the Central Bank
- 00:13:06in this case I'm laughing the Federal
- 00:13:08Reserve says hey you know what everybody
- 00:13:10what we're going to do is we're going to
- 00:13:11keep rates suppressed that means they
- 00:13:13have to get in the into the market and
- 00:13:16buy the debt to keep rates
- 00:13:19suppressed I mean people have no
- 00:13:21conception of this and what and the more
- 00:13:23that occurs The More The Wider that door
- 00:13:26opens for cash to make its way into risk
- 00:13:28Assets Now I want people to pay
- 00:13:30attention to a phenomenon that was
- 00:13:32happening and it's kind of flipped
- 00:13:33around a little bit but beginning in
- 00:13:35June of this year we started to well
- 00:13:37first of all we saw the yield curve here
- 00:13:39in the United States un invert number
- 00:13:42two before that even happened we started
- 00:13:44to see the 10e yield nose dive just
- 00:13:47lower lower lower lower lower lower and
- 00:13:49of course what did that do well we can
- 00:13:52just put it into this kind of a
- 00:13:53perspective this year alone the S&P 500
- 00:13:58here in the United States obviously has
- 00:13:59hit 47 new record highs that's the
- 00:14:03mechanism so back in June was when the
- 00:14:06FED really got in here and started
- 00:14:09Implement implementing
- 00:14:11fullon quantitative easing we don't need
- 00:14:13to be told what they're doing all we
- 00:14:16need to do is pay attention who's in
- 00:14:18here who's in here making sure that
- 00:14:20rates are surpressed Who's involved in
- 00:14:22what seems as clear as day to me as
- 00:14:25yield curve control to kind of put
- 00:14:29uh investors Minds at ease don't worry
- 00:14:33keep putting your money to work here in
- 00:14:35the stock market it seems to have worked
- 00:14:37here like I'm saying 47 record highs
- 00:14:39regardless of the economic news here
- 00:14:42with business activity and Factory it's
- 00:14:44just an incredible thing to
- 00:14:46see and and that that's why I focus like
- 00:14:50a laser beam on what's happening in the
- 00:14:53debt Market because it's going to tell
- 00:14:54us what we need to do I don't like to
- 00:14:56guess okay I created
- 00:15:00a neat little toy it's called the mmri I
- 00:15:04don't know if you're familiar with this
- 00:15:05it's the manarino market risk indicator
- 00:15:07it is 100% free to anybody who wants to
- 00:15:10use it it's on the second page of my
- 00:15:12website basically what this does is it
- 00:15:15quantifies what's happening with regard
- 00:15:17to the currency or the Dixie the
- 00:15:19relative strength of the dollar and the
- 00:15:2110-year yield which is the Benchmark
- 00:15:22comes up with little neat equation and
- 00:15:25it tells us what's going on here in the
- 00:15:27debt Market here and I urge people to
- 00:15:29check this out it's color coded it's
- 00:15:30numbered and it's also graphed I look at
- 00:15:33this thing every day even though it's my
- 00:15:34little create I created this for myself
- 00:15:36and then I said hey you know what this
- 00:15:37little tool is kind of neat I'm going to
- 00:15:39share it with everyone of course for
- 00:15:41free and let people utilize this as I
- 00:15:44mean it's not the end all man but it is
- 00:15:47a tool that we can all use to better
- 00:15:50gauge what we should do because that's
- 00:15:53what all people want to know is we have
- 00:15:55this Twisted environment we have central
- 00:15:57banks here rigging the whole system to
- 00:15:59the highest order here so what do we do
- 00:16:02about that do we sit back and suck our
- 00:16:04Thumb off in some corner or do we take
- 00:16:06action my view is we the people need to
- 00:16:12take action to protect ourselves in this
- 00:16:15environment and it doesn't seem like a
- 00:16:17hard thing to do understanding the
- 00:16:19Dynamics that are in play I know I'm
- 00:16:20kind of talking a lot here but I just
- 00:16:22want to set
- 00:16:24stage no it makes makes a lot of sense
- 00:16:26and I do have a couple follow-ups there
- 00:16:28like like we we have to talk about the
- 00:16:30bond yield like the 10e like why is it
- 00:16:32reacting the way it is right now is like
- 00:16:34is that the bond market fighting backs
- 00:16:36um really see like I'm really happy you
- 00:16:40brought that up actually this is the
- 00:16:41first time I'm even talking about this
- 00:16:43because I've been watching this like a
- 00:16:44hawk here watching What's happen we've
- 00:16:46seen a profound selloff I think this is
- 00:16:48what you're talking about here with
- 00:16:50regard to we've seen the 10 year year
- 00:16:51rise dramatically so you know what they
- 00:16:52always when when something like this
- 00:16:57happens they they have to find uh
- 00:17:00someone to blame so who's being blamed
- 00:17:03here is the Bond vigilantes it's the
- 00:17:06Bond vigilantes that it's always the
- 00:17:08Bond vigilantes you know it's like this
- 00:17:10mysterious entity it's it's it's Bond
- 00:17:13investors who have really fed up with
- 00:17:15the system and they're dumping all the
- 00:17:17debt here first of all that's probably
- 00:17:18true to a certain degree I mean who in
- 00:17:20their in their right mind you know they
- 00:17:23these Bond vigilantes are being
- 00:17:24portrayed as uh how do I say this uh
- 00:17:28taking action against the Federal
- 00:17:30Reserve who's artificially suppressing
- 00:17:32rates here so look man I and the reason
- 00:17:36why I'm so happy that you brought that
- 00:17:38up is because here is something a
- 00:17:40phenomenon that we've been witnessing
- 00:17:42for quite a long time with the 10 year
- 00:17:43yield up up up up up and the market at
- 00:17:46least moving up into the presidential
- 00:17:49selection here um seems to be shrugging
- 00:17:52pretty much everything off so Bond
- 00:17:55vigilantes are not we're seeing an
- 00:17:57interesting phenomenon Ur here in the
- 00:18:00debt market and the fact that you
- 00:18:01brought that up what does that tell me
- 00:18:02that tells me that you're watching the
- 00:18:03bond market too Bravo to
- 00:18:06you I'm just looking he like um
- 00:18:10Scooby-Doo we all know the cartoon back
- 00:18:12like La last scene of the of the of the
- 00:18:14cartoon people lift the mask right and
- 00:18:17then like oh you pesky kids right um but
- 00:18:20who who's the if if you were to lift the
- 00:18:22mask like who who are the Bond
- 00:18:23vigilantes who's the Phantom of the
- 00:18:24Opera who's running around their Shadows
- 00:18:26dumping bonds you know I'll tell you the
- 00:18:28truth I don't pay much attention to the
- 00:18:30DAR Bond vigilante story that I've heard
- 00:18:32for a thousand freaking years every time
- 00:18:35this happens it's always the bond
- 00:18:36vigilante Falls either some mysterious
- 00:18:38yet to be identified people entities
- 00:18:42institutions whatever it might be man I
- 00:18:44try to ignore this stuff I just focus on
- 00:18:46the Dynamics that I in play I watch it
- 00:18:48quite obviously and you know I must
- 00:18:51admit this has gotten out a hand it it
- 00:18:53the the selloff here in in the debt
- 00:18:56Market here it Bond vigilant or not has
- 00:19:00seriously uh gone a lot further than I
- 00:19:03actually believed it would now the issue
- 00:19:06Bond vigilantes or not comes down to is
- 00:19:10it going to stop because I can say this
- 00:19:13with a very high degree of certainty if
- 00:19:16it does not stop if we see especially
- 00:19:20after the presidential selection here we
- 00:19:22see a selloff here in the debt Market
- 00:19:25you know it's going to have the opposite
- 00:19:27effect of QE of course obviously and
- 00:19:29that's going to pressure stock markets
- 00:19:31that are all all around the world
- 00:19:33trading at multiples that we pretty much
- 00:19:34have never seen before so look the the
- 00:19:39thing is you you got to look at this on
- 00:19:41a macro scale as we both do and I love
- 00:19:43that and and then when we got it start
- 00:19:45to say okay well what are we going to do
- 00:19:47about it for me it's very simple I've
- 00:19:49been riding this wav in this market
- 00:19:51buying every single dip that has come
- 00:19:52along in for quite a long time and it's
- 00:19:55it's obviously paid off very well I know
- 00:19:57this is not going to continue
- 00:19:59in in perpetuity there must and there
- 00:20:01will be a moment when the Music Stops
- 00:20:04but that all goes back again to the
- 00:20:06action in The Debt Market everyone's
- 00:20:07focusing on the stock markets of the
- 00:20:09world and I get it it's fun it's
- 00:20:11exciting you're looking at your 401ks
- 00:20:13your investment whatever it might be man
- 00:20:15you know you're on the long end of the
- 00:20:16market and you know and short sellers
- 00:20:18have been getting slaughtered I don't
- 00:20:21even know what these people even looking
- 00:20:23at as of you know big these these uh
- 00:20:25hedge funds for example that have been
- 00:20:27short the market pretty much they're all
- 00:20:29gone they they've went out of business a
- 00:20:30lot I don't know what their so-called
- 00:20:32analysts are even looking at whatever it
- 00:20:35might be I understand again multiples
- 00:20:38and whatever it might be multiples
- 00:20:39expansion which is going to turn into
- 00:20:41contraction obviously if we sell off
- 00:20:44more so in the debt market and that's
- 00:20:47you know what I want people to
- 00:20:48understand is this show is going on
- 00:20:50until it doesn't and then again like
- 00:20:52that brings us right back here to the
- 00:20:54Deb Market the big meltdown and I am
- 00:20:57more than certain you are aware of this
- 00:20:58isn't going to begin nor end in this
- 00:21:01freak show stock market it's going to
- 00:21:03begin and end in the debt market and
- 00:21:05then we're going to see all GNA see is
- 00:21:07this man cash move from one reality into
- 00:21:11another reality it's so easy I tell
- 00:21:14people to put it maybe in a Kind of a
- 00:21:16Funny term you know cash doesn't grow
- 00:21:18little money wings and fly away to money
- 00:21:20Heaven it just moves from one reality
- 00:21:24into another and in my opinion it's
- 00:21:26going to go we're going to see a
- 00:21:27commodity super cycle which is going to
- 00:21:30be very expansive I also believe we're
- 00:21:32going to see cash move into
- 00:21:34cryptocurrencies which I think are
- 00:21:36massively undervalue just looking at
- 00:21:37their market cap and you know so so
- 00:21:40that's kind of my take on this entire
- 00:21:42thing I've never wavered from it I can't
- 00:21:44I I study this stuff around the clock I
- 00:21:46can't imagine another way it's going to
- 00:21:47play out unless you can tell me because
- 00:21:49look I'm always willing to learn
- 00:21:51something new Bro maybe you can tell me
- 00:21:52something I
- 00:21:54don't I I highly doubt that I could
- 00:21:56teach you anything there Greg but uh I
- 00:21:58do have a question because I'm keep
- 00:21:59looking for potential triggers and like
- 00:22:01what could trigger like a market selloff
- 00:22:03or crash whatever you want to call it
- 00:22:05and we we do have a Fed meeting or a Fed
- 00:22:07announcement coming up in about 48 hours
- 00:22:09from the time we're recording here and
- 00:22:11I'm looking at the bond 10-year bond
- 00:22:12yeld 4.32 right now percent and I'm
- 00:22:14looking at the at the FED funds rate at
- 00:22:184 yeah 475 basis points and it seems
- 00:22:22like the market is expecting another cut
- 00:22:24by 25 basis points the question is like
- 00:22:26what happens when the two meet when the
- 00:22:28bond market Market meets the meets the
- 00:22:29FED interest rate like sort of I'm
- 00:22:31curious like does it have any
- 00:22:33significance well of course it has some
- 00:22:35sign significance here
- 00:22:39but for me for my main concern is here I
- 00:22:43am all I I try to break things down to
- 00:22:46the most very simple kind of easy to
- 00:22:49follow Dynamic the most easy to follow
- 00:22:53Dynamic for me is going back to my mmri
- 00:22:58tool which is again free to everybody
- 00:22:59who wants to utilize this
- 00:23:01here I am looking at the pace at which
- 00:23:05the debt Market sells off and it is
- 00:23:09somewhat alarming here now looking at
- 00:23:10the federal funds rate weighing that
- 00:23:12against if weighing it against the the
- 00:23:1510year yield or however you want to look
- 00:23:17at this Dynamic here against what the
- 00:23:19fed's going to do 50 basis points 25
- 00:23:21basis points all I know is what the FED
- 00:23:26already said what did the FED say to us
- 00:23:28at obviously it was the the last when
- 00:23:30they cut 50 basis points they already
- 00:23:32laid out their case the FED said they
- 00:23:34going to get into the market and keep
- 00:23:37rates suppressed throughout this year
- 00:23:39and moving into next year and that's all
- 00:23:41the market cares about that's all the
- 00:23:43market cares about at this point is more
- 00:23:47easy money multiples expansion it's not
- 00:23:50going to go I have no idea and believe
- 00:23:52me I wish I did what event it will be
- 00:23:55and I'm glad you brought that up too
- 00:23:57because I think about it all the time
- 00:24:00and I've heard so many uh uh uh
- 00:24:04scenarios from at least the people that
- 00:24:07follow my work here oh a lot of people
- 00:24:09believe and let me just float this out
- 00:24:11here
- 00:24:12okay there's a lot of people out there
- 00:24:14on YouTube or whatever where people get
- 00:24:16their information from that point that a
- 00:24:18specific event they point at a specific
- 00:24:21time uh whatever it might be and I say
- 00:24:24this and it should make sense to people
- 00:24:26and I could be wrong on this but I'm
- 00:24:28just going to say it when anyone can
- 00:24:30point at a specific event that's
- 00:24:32occurring or may occur it's not it it's
- 00:24:36going to be an event that is an outlier
- 00:24:39something a real true Black Swan so with
- 00:24:42regard to the presidential selection
- 00:24:44here I can't tell you how many people
- 00:24:46have written to me oh Greg well this is
- 00:24:49it we're going to end up with a
- 00:24:50constitutional crisis whatever that
- 00:24:51means we're going to end up with this
- 00:24:53kind of thing and the Market's going
- 00:24:54down and you know it's all been
- 00:24:56predicted here and this is it uh and I'm
- 00:25:00I'm here to say no because why because
- 00:25:02people are talking about it I don't know
- 00:25:04what the event is going to be what
- 00:25:06they'll throw they're gonna obviously
- 00:25:08need a mechanism to incite if you want
- 00:25:13to put it that
- 00:25:14way a a meltdown here in the debt Market
- 00:25:17which is obviously keeping everything
- 00:25:19inflated and then they're going to say
- 00:25:21oh this is the reason what we're really
- 00:25:23going to face
- 00:25:24look I I what I want people to
- 00:25:27understand is I and and my brain gets
- 00:25:29kind of jumbled up from time to time but
- 00:25:31what I want people to understand what
- 00:25:32the real danger is the real danger is
- 00:25:36not a a stock market CR which we will
- 00:25:40get on on a scale that people aren't
- 00:25:42going to believe just based on PE ratios
- 00:25:43and the hyper debt situation that we're
- 00:25:45in but what it really comes down to is
- 00:25:49the same thing that was what started to
- 00:25:53happen during the Meltdown of 08 we had
- 00:25:56the the credit markets or the debt
- 00:25:57Market who however you want to look at
- 00:25:59it one in the scam was starting to lock
- 00:26:02up so that's why banki was floated out
- 00:26:05before loving caring representatives and
- 00:26:07said okay everyone if we don't start
- 00:26:08pumping billions into the system right
- 00:26:10now by Monday we won't have an economy
- 00:26:12that's exactly what he said he didn't
- 00:26:14mention the stock market that would had
- 00:26:16been cut in half okay markets rise
- 00:26:18markets fall was very traumatic to
- 00:26:20people no doubt about it uh but had they
- 00:26:23been paying attention to PE ratios at
- 00:26:25that time they would have said okay
- 00:26:26something's wrong anyway and maybe they
- 00:26:27would have took up protection against
- 00:26:29their positions I have no idea but the
- 00:26:32bottom line is we are going to be pushed
- 00:26:35and deliberately forced into another
- 00:26:38situation here where the credit markets
- 00:26:40are going to lock up and that is the
- 00:26:42bottom line here a bursting of that debt
- 00:26:44bubble isn't just going to affect or
- 00:26:48affect the stock markets or the world in
- 00:26:50an extremely dramatic way what we are
- 00:26:53going to see and I can't imagine another
- 00:26:56way around it unless you can tell me one
- 00:26:58that that the credit markets are going
- 00:26:59to lock up again and what are they going
- 00:27:00to do are they going to pump more cash
- 00:27:02in what did they do last time they like
- 00:27:04throwing uh you know more water on a
- 00:27:07drowning man we had a system that was
- 00:27:09already debt saturated which we've taken
- 00:27:11on a new meaning of that right now I
- 00:27:15call this maximum saturation I think the
- 00:27:17system is is fully dead saturated and
- 00:27:20what are they doing what are they doing
- 00:27:22to try to keep it functioning they're
- 00:27:24flooding it with more debt and of course
- 00:27:27this is current negative this is causing
- 00:27:30this this hyperbubble and distortions
- 00:27:33across the spectrum of asset classes we
- 00:27:34don't have a single price Discovery
- 00:27:36mechanism anymore I mean we could go on
- 00:27:38and on with this but it's just too easy
- 00:27:40but going back to what you started with
- 00:27:42I have no idea I don't know because I
- 00:27:45would have to say and this is the truth
- 00:27:46and I've admitted this many many times
- 00:27:49this has gone on way further than I
- 00:27:52belied it would oh 100 perc um B based
- 00:27:56on what you've just said as well like I
- 00:27:57think Warren Buffett selling a lot of
- 00:27:59stock in the market is an interesting
- 00:28:02signal like people call him the Oracle
- 00:28:04of Omaha for a reason the question is
- 00:28:06now what is he seeing uh because he
- 00:28:07doesn't really share his crystal ball
- 00:28:09right now but he's s sitting on over
- 00:28:10$300 billion do worth of cash that that
- 00:28:13number alone is mind-blowing by the way
- 00:28:14um but and he stopped and I think that's
- 00:28:16even more significant than uh selling
- 00:28:19Apple stock for example is that he
- 00:28:21stopped the share BuyBacks of Burkshire
- 00:28:22heway maybe saying okay we're overvalued
- 00:28:25let's wait we're not going to destroy
- 00:28:27Capital here um what do you make of that
- 00:28:29like it it seems to fit in perfectly
- 00:28:31with what you've said like there's a
- 00:28:33certain nervousness in the market and
- 00:28:36you know it's time to maybe be carefully
- 00:28:38evaluate some
- 00:28:39positions dude another another see you
- 00:28:42and I we we must be separated at Birth
- 00:28:44man because I'm paying attention to the
- 00:28:45same things you are you got this guy
- 00:28:48who's been dumping shares in companies
- 00:28:52uh I don't think he's bought anything in
- 00:28:53the last year he's been dumping and
- 00:28:55dumping and built up a massive I heard
- 00:28:57it as high as $325 a billion dollar
- 00:29:00position here maybe it's higher than
- 00:29:01that I have no idea but there's a reason
- 00:29:04why I mean look we've had 47 record
- 00:29:06highs this year and this guy is is
- 00:29:10pulling cash out so it does raise
- 00:29:12eyebrows and I always tell people again
- 00:29:15this is stuff you got to pay attention
- 00:29:16to and doesn't mean we need to run for
- 00:29:18the hills at all we just need to sit
- 00:29:21here evaluate the situation Elevate our
- 00:29:24awareness pay very close attention to
- 00:29:27what's happening around as debt Market
- 00:29:29specifically here and then take the
- 00:29:31appropriate action stay hedged in this
- 00:29:34market and you're hedging your Yourself
- 00:29:36by being long Commodities gold silver my
- 00:29:39favorite of asset all of all time uh
- 00:29:41realizing that at one point this
- 00:29:43multiples expansion cycle is going to
- 00:29:45contract and I mean it's going to
- 00:29:46contract so fast that people's heads are
- 00:29:49going to spin around like like the movie
- 00:29:51The Exorcist I don't know if you've ever
- 00:29:52seen it but that's what they're it's
- 00:29:53going to do and cash is just going to
- 00:29:55move again into other assets you see you
- 00:29:57got to St hedged and I you just this
- 00:29:59morning I have a free newsletter I told
- 00:30:02people as a matter of fact this is it
- 00:30:04right here this is what I sent out to my
- 00:30:06newsletter here and uh I mean just to
- 00:30:08outline real quick I wrote no fear how
- 00:30:10to play Beyond The Selection here I said
- 00:30:13look past the selection starting now and
- 00:30:15how to play it is number one understand
- 00:30:17that there is no way out of vastly
- 00:30:19expanding Global debt along with
- 00:30:21artificially suppressed race and
- 00:30:22therefore currency devaluation okay
- 00:30:24number two the mechanism of expanding
- 00:30:26debt artificially rates currency
- 00:30:28devaluation will cause a much lower
- 00:30:30stand of living for the middle class and
- 00:30:31number three until the debt Market tells
- 00:30:34us
- 00:30:35differently focus on what the MMR like I
- 00:30:38was say we do not change anything
- 00:30:40regarding our strategy to stay long the
- 00:30:43market okay bu Buffett's getting out
- 00:30:46definitely an i ey raising experience
- 00:30:47moreover and at the same time we
- 00:30:49continue to bet against the system by
- 00:30:52owning and holding physical gold silver
- 00:30:54and and I wrote here at the end and I
- 00:30:56also believe that any drop the crypto
- 00:30:58space should be bought that's basically
- 00:31:00what I will do I'm planning on do this
- 00:31:04is this is exactly the same strategy
- 00:31:07that I have implemented now for years
- 00:31:09I'm not going to change it until the
- 00:31:10debt Market tells me not no Oracle of
- 00:31:13Omaha whatever is gonna change my
- 00:31:16perspective on these things but he also
- 00:31:19hates Bitcoin for what I understand
- 00:31:20Buffett right oh so he says so I have no
- 00:31:24idea what is if he has any of this stuff
- 00:31:26here uh I I personally believe the
- 00:31:28crypto space has
- 00:31:30them just because of its market cap
- 00:31:33being about the size of one Dow
- 00:31:34component the room for growth is immense
- 00:31:37and and and and again when we see the
- 00:31:40the cash bleed out of the debt Market
- 00:31:41pushing pressure on putting pressure on
- 00:31:43stocks stock markets of the world the
- 00:31:45cash is just going to go somewhere so
- 00:31:48where's it gonna go it's not going to go
- 00:31:49to money heaven we know that it's just
- 00:31:51going to go from one reality into
- 00:31:52another so we just got to be spread out
- 00:31:55in my opinion here to gain an Ed on the
- 00:31:58system and and just be ready for
- 00:32:00anything I tell people all the time
- 00:32:02always have The High Ground and that's
- 00:32:05how you win it's just it's too easy now
- 00:32:08we got we briefly have to talk about the
- 00:32:09number one assets to protect your wealth
- 00:32:11and to hedge yourself it's gold and
- 00:32:12silver um Greg we have to talk about the
- 00:32:15price performance gold has has shown us
- 00:32:17tremendous performance 35% uh year-to
- 00:32:20date roughly silver yes has performed
- 00:32:22okay but in comparison to Gold it seem
- 00:32:25seemingly lagging behind obviously it's
- 00:32:27broken out it's coming back it's
- 00:32:28retesting that breakout level what what
- 00:32:30do you make of the price moves right now
- 00:32:31where do you see the bigger
- 00:32:33opportunity I don't think there's a
- 00:32:35single asset today including Commodities
- 00:32:37that has a real price Discovery
- 00:32:38mechanism behind it at all I don't even
- 00:32:40care what the price action is in the
- 00:32:42short run my only what I do is I try to
- 00:32:46evaluate where the eventual Market is
- 00:32:49going to go and how that's going to
- 00:32:51affect gold and silver so in my opinion
- 00:32:53looking at everything that I look at
- 00:32:56which is a lot of stuff a lot of data
- 00:32:58I say okay Greg where's the bottom for
- 00:33:01the Dow is it 10,000 where's it going to
- 00:33:05go when the debt Market melts down
- 00:33:07what's gonna what is that going to do to
- 00:33:09the multiples that for example the S&P
- 00:33:11500 I think they could be
- 00:33:13cut in in in in into single digits from
- 00:33:16their current almost 30 with regard to
- 00:33:18the p ratio so I believe with regard to
- 00:33:20the Dow we're going to get a one to1
- 00:33:22ratio gold um so Dow 8,000 sounds realis
- 00:33:28to me in a fullon debt Market meltdown
- 00:33:30and that would mean a one to one Dow
- 00:33:33gold ratio now with regard to
- 00:33:37Silver I mean is it possible we could
- 00:33:39see a 10 to one gold yes in an extreme
- 00:33:42like Panic kind of a situation which we
- 00:33:44probably will get but I say it's more
- 00:33:46likely going to be 15 to1 so that's
- 00:33:49really I don't think really at all about
- 00:33:52the pr if I see gold or silver dump two
- 00:33:55three 5% Silvers all over the place as
- 00:33:57you know it's much more volatile than
- 00:33:59gold um gold pretty stable for the most
- 00:34:02part but when you see a big sell off
- 00:34:03here like in in silver Is that real
- 00:34:05silver Changing Hands is it like you
- 00:34:07know truck loads the silver mood around
- 00:34:09no it's the paper derivative Market
- 00:34:12unfortunately so I don't care let them
- 00:34:14play their games I'm gonna continue to
- 00:34:16play mine along with my Lions out here I
- 00:34:18want to give my Lions a shout out and uh
- 00:34:22and I can't imagine a way that we could
- 00:34:24lose if we're hedged across the board if
- 00:34:27we
- 00:34:28understand the movement of cash through
- 00:34:30the markets it's too easy so and that
- 00:34:34scares me when something becomes too
- 00:34:36easy you got to start to say whoa hold
- 00:34:39on a minute here you know that's when
- 00:34:41maybe the switch will flip the other way
- 00:34:44we got to be ready for it and then we're
- 00:34:45all ready for it I think at least I hope
- 00:34:47so the people that follow our work I
- 00:34:48really think that more than likely these
- 00:34:50people already know everything we just
- 00:34:52said they're already way ahead of the
- 00:34:54curve they understand that they should
- 00:34:55bet against the system become their own
- 00:34:57system Central Bank holding hard assets
- 00:34:59gold silver my favorite asset of all
- 00:35:01time that's really it man it's just
- 00:35:03really com comes down to just a very few
- 00:35:06Concepts and we win it's it's that
- 00:35:10simple let let's see how it plays out
- 00:35:12I'm really curious like big big macro
- 00:35:14week for us here uh us elections as as
- 00:35:17happening as we speak here fed fed
- 00:35:18announcement later this week so lots the
- 00:35:21lots to can screw up the markets and
- 00:35:23lots of throws a curf ball of course um
- 00:35:25GRE really appreciate your time it was a
- 00:35:26tremendous conversation
- 00:35:28so much appreciated where can our
- 00:35:30viewers follow you oh you could find me
- 00:35:33anywhere just Google me go to my website
- 00:35:35YouTube I don't know just you I'm
- 00:35:37probably one of the easiest people to
- 00:35:38find on the planet awesome awesome we'll
- 00:35:41send them your way Greg we we'll
- 00:35:42definitely link down below to to all the
- 00:35:44websites you have and the YouTube
- 00:35:45channel of course as well tremendously
- 00:35:47appreciate your time it's good to see
- 00:35:49you again uh stay safe out there Greg
- 00:35:51and everybody else thank you so much for
- 00:35:53tuning in here to sore financially as I
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- 00:36:12well because I read all the comments I
- 00:36:13shouldn't sometimes but I do and I do
- 00:36:15want to hear from you so much
- 00:36:17appreciated and we'll be back with lots
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- 00:36:23[Music]
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