The Great Melt-Up: How to Profit from The Everything Bubble 2.0

00:09:44
https://www.youtube.com/watch?v=Hj6Vm520PIs

摘要

TLDRIn this video, the presenter discusses the economic conditions since the pandemic, coining the term "Great Melt Up." It describes how the Federal Reserve's monetary policy changes will re-accelerate inflation to manage unsustainable government debt temporarily. The video divides the "Great Melt Up" into pre-crisis and post-crisis eras, predicting that inflation will aggressively continue, leading eventually to hyperinflation, economic collapse, and a new financial system emergence. To financially protect oneself, the video advises investing in assets with potential appreciation like stocks, homes, gold, silver, and Bitcoin. Buying a home is prioritized over renting for asset value growth, despite rising property taxes. Maintaining cash is advised only for immediate needs and large purchases, not as a long-term strategy. The video emphasizes that asset prices will not rise in a straight line; instead, market corrections should be seen as buying opportunities. The presenter hints at further economic crises in future episodes.

心得

  • 💡 The "Great Melt Up" began on September 18, 2024, initiated by Federal Reserve's easier monetary policy.
  • ⚠️ Inflation is set to re-accelerate, raising the cost of living and asset values.
  • 🏠 Buying a home and investing in stocks are recommended to protect against inflation.
  • 📈 Investing in appreciating assets is critical during this financial phase.
  • 🔄 Asset prices will fluctuate, so buy during market dips.
  • 💰 Hold some cash for immediate needs but avoid excessive cash holding.
  • 📉 Expect short-term market corrections and view them as investment opportunities.
  • 💼 Storing cash long-term in CDs or similar isn't recommended due to accelerating inflation.
  • 📊 Index funds and ETFs are basic defensive investments to track market performance.
  • 🌍 Future episodes will explore government's potential austerity measures and the ultimate economic crash.

时间轴

  • 00:00:00 - 00:09:44

    The video outlines the concept of the 'Great Melt Up,' which began on September 18th, 2024, due to a shift by the Federal Reserve to an easier monetary policy to manage government debt. This approach temporarily alleviates issues but is not a permanent fix. The 'Great Melt Up' will occur in two phases: pre-crisis, characterized by re-accelerating inflation, and post-crisis, marked by explosive inflation leading to economic collapse and possibly hyperinflation. The speaker emphasizes financial protection by investing in appreciating assets such as homes and stocks and advises against holding excessive cash due to the expected decline in the dollar's value.

思维导图

Mind Map

常见问题

  • What is "The Great Melt Up"?

    A financial phase divided into pre-crisis and post-crisis eras, marked by Federal Reserve actions leading to accelerated inflation and eventually economic collapse.

  • How should you protect yourself financially during this period?

    Invest in appreciating assets like stocks, homes, gold, silver, and Bitcoin to hedge against inflation.

  • Why does inflation persist despite higher interest rates?

    Due to the Federal Reserve's monetary policy shifts, even with high interest rates and quantitative tightening, inflation remains elevated.

  • What financial assets are recommended for investment during "The Great Melt Up"?

    Stocks, homes, gold, silver, and Bitcoin are suggested to protect against inflation.

  • Why is buying a home recommended over renting?

    Buying offers asset appreciation and protection against rising rents, while renting exposes you to increased rent costs without the benefit of asset growth.

  • Why should you avoid hoarding cash according to the video?

    Excessive cash is not advisable as inflation will erode its value over time. It's better to invest in assets that appreciate.

  • Is holding gold as an ETF a good idea?

    Yes, ETFs provide convenient access to gold value without the complications of physical storage, though physical gold is preferable for some.

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  • 00:00:00
    in our previous episodes we have
  • 00:00:01
    established that the great melt up began
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    on September 18th of
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    2024 so this is when the Federal Reserve
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    pivoted to an easier monetary policy
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    which will re accelerate
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    inflation so the FED did this out of
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    necessity to bail out the government's
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    unsustainable debt situation it does not
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    solve the problem but it does
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    temporarily make the situation more
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    manageable so I will tell you what you
  • 00:00:28
    need to do in order to protect yourself
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    financially okay so let's start with
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    this take a look around you just realize
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    what is happening since the pandemic we
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    have been living through the everything
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    bubble so even with higher interest
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    rates and quantitative tightening
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    elevated inflation
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    persisted now with interest rate cuts
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    and soon to follow quantitative easing
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    the situation will go from the
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    everything bubble to the everything
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    bubble on steroids or as I have coined
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    it the great melt up so the great
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    melt-up phase will be divided into two
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    eras so the first era will be the great
  • 00:01:10
    melt up pre crisis and the second era
  • 00:01:13
    will be the great melt up post crisis
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    now during this pre-crisis era which is
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    what we're in right now we will see
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    inflation re
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    accelerates so this pre-crisis era will
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    end when the government and Federal
  • 00:01:27
    Reserve manufacture a crisis to cut
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    interest rates to zero and print a
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    tremendous amount of money so the crisis
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    will Usher in the second era of the
  • 00:01:37
    great melt up and we will see explosive
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    inflation now the second era of the
  • 00:01:42
    great melt up will end when other
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    countries and institutions lose faith in
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    the dollar system so this will leave the
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    US government and Federal Reserve no
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    choice but to attempt austerity and
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    deflation which will trigger an economic
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    collapse so when the collapse becomes
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    unbearable the government and Central
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    Bankers will have no choice but to enter
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    a new era of us
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    hyperinflation so of course
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    hyperinflation will bring the demise of
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    the dollar system and then we will enter
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    the next stage the great reboots it will
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    be the birth of a new Financial system
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    and a political revolution but in
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    today's video we need to focus on how to
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    capitalize on the situation during the
  • 00:02:26
    Great melt up so the melt-up stage will
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    last for many years in total so at a
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    minimum for the duration of this decade
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    inflation will re accelerate it will be
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    vicious and I want you to be
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    prepared and not just for you but for
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    your family for your dependents for the
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    people that you care about it is our
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    responsibility so yours and mine to
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    defend the people that you care about
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    because the government will not provide
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    sufficient assistance when there's an
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    economic collapse so here's what will
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    happen and this is inevitable as
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    inflation accelerates the price of
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    almost everything will go up groceries
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    Health Care insurance property taxes
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    tuition Vehicles daycare just about
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    everything so inflation will increase
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    your expenses no doubts right but
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    inflation will also increase the value
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    of assets you must protect yourself from
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    inflation by buying appreciating assets
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    I would prioritize owning a home and
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    stocks other assets that you can
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    consider would be gold silver Bitcoin
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    now what I told you is a straightforward
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    concept however I must state that
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    explicitly because there will be many
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    people with the
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    mentality that the price of homes stocks
  • 00:03:49
    Bitcoin gold silver they're so high I'll
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    just wait in cash and hope for a
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    crash so that is logical thinking when
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    the government and Federal Reserve do
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    not interfere with the markets however
  • 00:04:02
    the politicians and Central Bankers have
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    hijacked the markets since the great
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    financial crisis of
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    2008 so the financial system and markets
  • 00:04:11
    are now completely rigged inflation will
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    accelerate and asset prices will
  • 00:04:16
    continue exploding to new record highs
  • 00:04:19
    so we are in the Great melt up and you
  • 00:04:21
    are witnessing this with your own eyes
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    asset prices are they're not going to go
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    up in a straight line there will be
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    bumps along the way but they'll just
  • 00:04:28
    keep going higher
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    so here's what you need to focus on
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    invest in the stock markets whether it's
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    through a retirement account a tax
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    deferred account or a brokerage accounts
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    you must
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    invest invest in index funds and ETFs
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    that track the S&P 500 but please be
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    aware as the market Soares you will not
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    get rich because it's all
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    relative if you want to get rich in the
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    stock market then you must outperform
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    the markets but by definition if you
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    invest in an S&P 500 Index under ETF you
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    will not beat the market you will just
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    keep up so I'm giving this information
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    to defend you economically I'm not here
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    to get you rich quickly so this is a
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    defensive move and you need to make it a
  • 00:05:12
    priority to be a homeowner so I hear
  • 00:05:15
    many people say that now is not a good
  • 00:05:17
    time to buy a
  • 00:05:19
    home and you know what I agree a better
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    time to buy a home was in 2020 or better
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    yet in 2015 or better yet in 2011 in a
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    few years home prices today will look
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    cheap and listen I hear this arguments
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    on why it's better to rent people say
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    that if you buy a home it's not really
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    yours because the property taxes are so
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    high and if you don't pay them you lose
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    your home so it's a bad idea to buy a
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    home so let me tell you this if you're
  • 00:05:50
    renting a home and the property taxes on
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    that home go up your landlord passes on
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    that rising cost to you but it's your
  • 00:05:58
    landlord that enjoys the benefits of the
  • 00:06:01
    rising property value as a renter you
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    only get the
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    drawback and as inflation pushes up your
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    rent if you don't pay your rent you get
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    evicted and you lose your home so if you
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    plan on living in a certain location for
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    more than 3 years then you're better off
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    buying than renting so those two assets
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    should be your priority buying a home
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    and getting invested in the stock
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    markets if you can go beyond that get
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    exposure to gold silver Bitcoin if you
  • 00:06:31
    hate the idea of Bitcoin or
  • 00:06:32
    cryptocurrencies I'm not going to try to
  • 00:06:34
    change your mind in that case go for
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    gold or silver so regarding gold or
  • 00:06:40
    silver you can choose to buy and hold
  • 00:06:42
    them physically or you can buy them on
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    the stock markets now let's just say
  • 00:06:46
    that you want to buy gold on the stock
  • 00:06:48
    market you can buy a gold ETF which is
  • 00:06:51
    like buying shares that represent the
  • 00:06:53
    value of gold so personally I prefer to
  • 00:06:57
    hold a physical but an ETF is is more
  • 00:06:59
    convenient if you want to sell but I'll
  • 00:07:02
    tell you this if you want gold exposure
  • 00:07:04
    I recommend that you do not buy a gold
  • 00:07:07
    mining stock so what I'm saying is avoid
  • 00:07:09
    the mining
  • 00:07:11
    companies it's because even if the price
  • 00:07:14
    of gold goes up the stock price of the
  • 00:07:16
    gold mining company can fall if they run
  • 00:07:19
    their company poorly now I want to be
  • 00:07:21
    clear so I'm saying that you must invest
  • 00:07:24
    however you don't want to be extreme and
  • 00:07:26
    be penniless you need some cash foray
  • 00:07:29
    paying your bills cash on hand saving to
  • 00:07:32
    pay for something larger in the near
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    future so we're talking about buying a
  • 00:07:35
    home buying a vehicle starting a
  • 00:07:38
    business or Reserve money for a specific
  • 00:07:41
    reason let's just say if you have or if
  • 00:07:43
    you want an emergency fund so yes you
  • 00:07:46
    will need some cash however don't hold
  • 00:07:48
    an excessive amount of cash not in this
  • 00:07:51
    environments that we're facing so at the
  • 00:07:53
    time of making this video you can get
  • 00:07:55
    paid a 4% to 5% interest rate on your
  • 00:07:58
    cash
  • 00:07:59
    so that helps to offset inflation on
  • 00:08:02
    your cash position but being in cash you
  • 00:08:07
    know excessively in cash is not a viable
  • 00:08:09
    long-term investment strategy I would
  • 00:08:12
    not lock in a long-term CD for 4% I'm
  • 00:08:15
    saying that because accelerating
  • 00:08:17
    inflation will make that a negative real
  • 00:08:19
    rate of return now this is very
  • 00:08:21
    important during this multi-year great
  • 00:08:24
    melt up asset prices will not go up in a
  • 00:08:26
    straight line there will be pullbacks
  • 00:08:28
    Corrections
  • 00:08:29
    and
  • 00:08:31
    crashes those are buying opportunities
  • 00:08:33
    Don't Panic sell buy the dips during the
  • 00:08:37
    Great melt up when the government and
  • 00:08:39
    Federal Reserve manufacture a crisis the
  • 00:08:41
    markets will
  • 00:08:43
    crash but that crash will be shortlived
  • 00:08:47
    it'll be a v-shaped recovery when the
  • 00:08:48
    FED Cuts rates to zero and prints a
  • 00:08:51
    massive amount of money to rescue the
  • 00:08:54
    situation so that will be the ultimate
  • 00:08:56
    buying opportunity if you want to hold
  • 00:08:59
    some money and reserves for that moment
  • 00:09:01
    in the future I don't blame you but
  • 00:09:03
    don't hold an excessive amount of cash
  • 00:09:05
    for this for this crash because that
  • 00:09:08
    could be many years from now I want to
  • 00:09:10
    give you a heads up my next episode will
  • 00:09:12
    cover what happens after the great melt
  • 00:09:15
    up which will be when the government
  • 00:09:17
    chooses austerity with fiscal policy and
  • 00:09:20
    the central Bankers truly tighten
  • 00:09:22
    monetary
  • 00:09:23
    policy so this will trigger the ultimate
  • 00:09:26
    economic crash and all asset prices will
  • 00:09:29
    vits but I would say that's very
  • 00:09:32
    improbable of happening this decade so
  • 00:09:34
    we have time until then get invested and
  • 00:09:38
    ride this wave up please subscribe I
  • 00:09:40
    thank you for the support and I wish you
  • 00:09:42
    a very nice day take care
标签
  • Federal Reserve
  • inflation
  • economic collapse
  • financial strategy
  • investment
  • stocks
  • real estate
  • gold
  • bitcoin
  • monetary policy