ETH vs BTC as SOV, Alts, Tesla Hedge, FIAT & Govts, Energy + more

#Bitcoin #Ethereum #SOV #Energy #BestExchange #CapitalAllocation #TeslaHedge #carbuying
DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions.

00:00 Introduction
01:00 With its’ lower relative inflation/growing scarcity and steady Defi volume, isn’t ETH becoming a better store of value over BTC?
01:25 ETH as SOV
01:47 EIP1559 Did Not Live up to Expectations
02:12 Bitcoin is Perfectly Hard and Predictable
02:50 Bitcoin Supply Allocation Refresher
03:28 Why I Hold ETH
04:47 How will the crypto market evolve when the day comes when all the BTC is bought up?
05:01 Supply and Demand Equilibrium
06:49 Do you have a list of exchanges that you still trust to put your crypto in, to store/stake/earn?
07:01 Exchanges Analysis
08:16 Focusing on Risk Averse
08:53 Everyone is Different, BYOW
09:29 Conclusion
09:37 What’s your hedge for Tesla and why? (Not BTC)
10:10 Hedge for Tesla - TINA Stonk
10:15 Dan Ives on Tesla
11:15 My Money Maker - Hedge At Tops
11:37 When is the best time in the 4-year cycle to allocate to ALTS? Do they reach their lowest point at the same time as BTC, or should we wait until the BTC dominance goes back up?
11:54 4 Most Dangerous Words in Investing
12:13 Remember the Majority of Alts are Garbage
12:43 It Has Been Altcoin Season Since Mid July
13:08 Last 90 Day Top Alt Performance vs Bitcoin
14:13 Summary
14:44 UK gov’t is going to add to their debt by borrowing ~£100bn to pay energy companies for 2 years in order to freeze prices to the public. As energy is a large contribution to inflation in the UK, this will have the side effect of reducing the visible inflation, which the ruling party will try to sell as a political win. Do you agree?
15:44 Energy Subsidy Summary
16:14 UK Energy Price Cap
16:39 UK Spend vs Taxes £716bn in £1.111t Out
17:11 UK Household Budget
17:50 Conclusion
18:48 Keep an Eye out on our Senior Citizens
19:22 Can you share why you think we won’t go into stagflation and why this won’t be 2 a year recession? Some very well-respected people are saying this.
19:34 15 Mths Ago I said this
19:54 IA POV on Inflation - Deflation
20:27 Slide from July 2021 “Deflation - 18 mos from now”
21:09 Like War, US Will Print Its Way out of Recession
21:38 Takes Money to Make Money - a lot of it!
22:29 What is the chance of US defaulting on its debt and what would it look like and how would it affect an average person?
22:42 Chance of US default: ZERO
24:06 Stepping Back - The Alternatives
25:09 There are rumblings in the news about the looming threat of China invading Taiwan and subsequent WW3. What can we do to protect our portfolios with this ongoing threat? Should we hedge? If so with what? Cash, defence stocks or something else?
25:32 Hedging Against Nuclear War
26:03 Risk is Negligible
27:18 What car-buying strategy do you recommend if you need to buy a new car at the precipice of the EV revolution, but current options are out of your price range? How do you envisage 2nd hand ICE vehicle price depreciation to look over the next decade?
28:29 My History
29:17 Fun Story
30:05 The Math - $90K Car for $600 a Mth
31:00 Which podcasts do you listen to, if any?
31:06 IA on Podcasts
30:00 Helping Animals

[nkk]

"I won't waste your time and you'll learn a lot". Love that, thanks James!

[RawandCookedVegan]

"Podcasts tend to ramble, I don't." Truer words were never spoken. James is always succinct and to the point.

[TechTraderTalks]

The effort you put into your analysis is commendable. Tha KS for giving away such value for free. Really appreciate that you put in such time to help the common man understand markets a bit better

[SwaggyoloYoloswaggg]

James, purely from a consumer point of view i am seeing promising developments from Hyundai. They have had issues, no doubt. The power and range on their line of EVs is quite impressive for the price point. Plus they do look better in my opinion. Thanks.

[scottrobertson]

How you don’t have 1m+ subscribers is beyond me. Glad I joined the Patreon!

[jieret]

Finally able to join Patreon. If you've been giving us all this KPM on the free, I can't wait to see what's behind the curtain! Thanks for everything you do James!

[IIIPackyIII]

Cannot wait to watch my credit score keep rocketing while being able to stack for a house and always stacking more sats. I owe a lot of progress and positive change in my life to this community.

[FloridaBackroads]

Thanks, James. You've helped me remember not to worry about what I can't control.

[skipmagnificent]

James, thank you for taking care of our raptor friends this week! My daughter loves the falcons.

[donlowrance]

James, you are the only financial expert I trust and I am 76. Love your wise-no bull analysis. Thanks so much. Stay well.

[candlemaker]

James and the investanswers are the GOATs!

[Tracey]

444K subscribers! I've been following James since about 50K - glad to see everyone else is getting on board with James' incredible knowledge and generosity. :)

[rlegato]

That Tesla depreciation blows my mind how little it is. I worked for a Cadillac dealer in the 90's, the depreciation on one of those was about 50% over 2 years.

[robertjohn]

Hey James, it’s Robert. Thank you and hope all is well!

[LaurenMartins]

As a Falconer/bird of prey Rehabilitator, I loved seeing the Peregrine, the Gyr and the American Kestrel on my TV, what a lovely surprise!

[Marty]

Thanks James and the A-team. I think on the uk slides, poverty was referring to fuel poverty and not general poverty which I think u took it for. Great show. 👍

[Lovetomodwatches]

thank you for sharing what you see and every single day! 🤯👍😎❤️🇬🇧

[michaelmckinnon]

The squeaky wheel gets the grease ;) Loving what you do James!

[Jefferson]

Love the shout out for Lex Fridman. Love his podcast and world perspective as well.

[iroc]

i also just joined patreon. james as always many thanks. we all really appreciate you and your team. 🙏🙏🙏