Ray Dalio says Jerome Powell is WRONG about inflation and interest rates. In this video I will show you 2 video clips, one by Ray Dalio and the other by Jerome Powell and I will share with you my opinion on who I think is right here.
My 2021 Strategy Video: https://youtu.be/mXrZkzWEwYA
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Ray Dalio Clip:
https://www.youtube.com/watch?v=RflGwbYkltg
Jerome Powell Testimony Clip:
https://www.youtube.com/watch?v=Bdg04AOxKEE
DISCLAIMER: All of Tom's trades, strategies, and news coverage are based on his own opinions alone and are only done for entertainment purposes. If you are watching To'ms videos, please Don't take any of this content as guidance for buying or selling any type of investment or security. Tom Nash is not a financial advisor and anything said on this YouTube channel should not be seen as financial advice. Tom is merely sharing his own personal opinion. Your own results in the stock market or with any type of investment may not be typical and may vary from person to person. Please keep in mind that there are a lot of risks associated with investing in the stock market so do your own research and due diligence before making any investment decisions.
My 2021 Strategy Video: https://youtu.be/mXrZkzWEwYA
👏👏👏 Big shout out to our growing list of Patreons. For those of you want (and can) support our channel, here is how you can help: https://www.patreon.com/user?u=13016082
You can now book a live 1X1 call with me via Clarity here: https://clarity.fm/tomnashv2
Ray Dalio Clip:
https://www.youtube.com/watch?v=RflGwbYkltg
Jerome Powell Testimony Clip:
https://www.youtube.com/watch?v=Bdg04AOxKEE
DISCLAIMER: All of Tom's trades, strategies, and news coverage are based on his own opinions alone and are only done for entertainment purposes. If you are watching To'ms videos, please Don't take any of this content as guidance for buying or selling any type of investment or security. Tom Nash is not a financial advisor and anything said on this YouTube channel should not be seen as financial advice. Tom is merely sharing his own personal opinion. Your own results in the stock market or with any type of investment may not be typical and may vary from person to person. Please keep in mind that there are a lot of risks associated with investing in the stock market so do your own research and due diligence before making any investment decisions.
Hey Tom, which video are you referring to for rotation stocks? When you pointed up I didn’t see any video link come up on the screen, can you plz paste the link, Thx
the big oil firms are trying to figure out how to deal with the reduction in consumption at the end of the chain- the end consumer. This has been talk of the table for past 5 yrs. The fact that a friend no longer needs to drive daily 2.5hrs to work as work from home is now the norm at his firm along with Zoom and MSFT meetings means this: lower oil prices which will help reduce inflationary pressure and tech consumption will continue to increase per individual and per corporation. I'll never forget a great quote from an investor that cashed out before the 2008 crash. "The writing is on the wall, people read it but just can't process what it means for their future. Those that do, profit from it." I have pictures of foreclosure signs from 2007/08 to remind myself that the message is there. Just read into it. This helped exiting all banks in late 07- some here may be too young to understand that leading up to that mess the avg Joe owned 4 homes, 3 rented. If you have not seen the 60 minute clip on Amazon in 1999- strongly suggest all watch it and realize what Cathy says- it was all brewing in 2000 bubble. It has all arrived and it is not leaving. Ex. I have had 2 dr. visits online and so again her conviction of TDOC is a correct one. Guess what that means- I do not need to drive for 45 minutes to see my doc…..anyone seeing the trend here? If commercial real-estate has a fall out….that surely will not be inflationary- thank you Shopify etc. Many retail plaza's have submitted for rezoning- condo's etc. World is changing slowly or quickly depending how old you are and how willing you are to accept it. Just notice I am not mailing Tom a letter via post….TECHNOLOGY will kill inflation. As soon as everyone expects inflation watch deflation slap us hard. It ain't pretty either. In my town, gas prices were up 30% last few weeks as covid ends. Well guess who will benefit from higher gas prices- Tesla, (along with the other 100 new EV companies minus NKLA Lordss etc.) and back down it will go. Time will tell but GM can no longer kill the electric vehicle. We are past the peak. They will need to bring back all manu from China to get oil back up and keep it up and that's not happening by tomorrow. Not never but not anytime soon.
The problem is Ray is talking about stimulating the economy traditionally, but the stimulus that is being passed is not market stimulus but personal income stimulus, which might lead to market stimulus, but considering how much some Americans are struggling I'd day it's not that likely…
Ray Dalio is a joke….
Hey literally said interest rates AND asset purchases… did you not make this video?
Thank you, Tom Nash!
Raymond Thomas Dalio is a billionaire American hedge fund manager and philanthropist who has served as co-chief investment officer of the world's largest hedge fund, Bridgewater Associates, since 1985. He founded Bridgewater in 1975 in New York. Wikipedia
Born: August 8, 1949 (age 71 years)
If inflation is not coming according to Powell why not print even more money. So it will be easier to reach 2% inflation. According to Powell they struggle to keep inflation at 2%
Would love to hear your take on Square.
"they don't agree on noting' …hmm that means they agree on everything. gotcha Tom 🙂
The deflationary foce in the retail sector (clothes cars food ) has been the rise of e commerce .
Not sure how they can increase interest rates with the US gov't being in so much Debt, they'll end up being insolvent…
Everyone concerns about inflation that come from supply shortage, tariffs, and weakness of US dollar, not from excessive spending.
But unemployment is still high!!! Many major cities in the country’s still under water, where most of the taxes collections come from.
Tech and Gov. are the place create jobs right now, not service industries,which only try to cut labor to have a nice balance sheet to show Wall Street. All the Greedy suits try to short bonds, affect the market to pressure Fed And Gov. If all these suits are so smart why don’t they try to fix the problems; reduces unemployment, reduces income gaps, reduce poor. Or Maybe donate half of all the wealth to pay some of National debts.
I listen to you every day like my morning update. Please keep it up. Thank you
As powell said, that is at least a year or two off. Talking inflation is premature
Ray Dalio has been predicting a market crash every year for the past 30 years. Every year there's an article about him saying the same thing. lol Of course he'll be right at some point. He also predicted if Trump won, the market would crash. We all saw how that played out.
Ray Dalio 💯💯💯
In terms of Jpows inflation tools, the cure is worse than the disease. Interest rates rise, his plan is to lower them, and when he does it will spark fear and the rates will rise higher in response
Inflation will come but won't stay. I'm with Cathie wood. Deflationary forces are at work as innovation is picking up leading to price reduction.
I don't think Powell said he's going to raise interest rates. Rather what I heard is him talking about "asset purchases" which is yield curve control.
Hey Tom, thank you for all the content you create for us! I'm a young wannabe investor and I've really enjoyed your content and would like to support you. What is better support for you the Patreon, the YouTube page or both? Plan on joining the dark side to finally dip my toes in the stock market with some of your recommendations
Buy only stocks that produce earnings and cashflow. do not buy stonks…
J Pow acting like a politician
Thank you Tom Nash
there isnt enough money velocity to cause inflation. velocity = how fast money get changed hands
How I see it this is a supply issue
Covid happened –> low demand and supply chain issues –> economies opened and all off all sudden people want or need something
–> inflation looks worse because of supply chain issues –> bonds rates raise because the supply issue looks like and inflation issue –> stocks suffer
Why Can't government officals and Billionaires buy a high quality webcam
Do a follow up on Check-cap . That would be fun 🤩
If only the US economy fully opened instead of the Fed pumping trillions of new dollars into circulation.
Raising Interest Rates isn't the only tool the Fed has –They can raise the Reggy Lockup requirement or capital reserve requirement by the banks to also pull cash out of the market. This is what they've been doing for sometime.