Top 3 Economic Warnings Nobody Is Talking About

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Yes, Stephanie gets right to the point.

mikkimikki
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Recently joined your channel learning Soo much truly appreciate your content

billycopeland
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Good points. South Korea manufacturing is also a pretty decent forward indicator for US. 4-6 months

norseman-nstq
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Your take on tech companies is very interesting and not something I've heard from anyone else

joshualaney
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Damn George! Please get an ad blocker dude. I don't want to see the old dude with the Tena diapers on the side of the screen. 😂🤣

TexasRiverRat
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As a soon-to-be retiree, keeping my 401k on track after a bumpy 2022 is a high goal. I've read about investors generating up to $250k ROI in this present sinking market; any suggestions for increasing my ROI before retirement would be greatly appreciated.

trazzpalmer
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Nice video! Josh was as good of a help as in the other videos

unktzor
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Burry's timing is often wrong, but you have to appreciate his level of commitment and dedication to his work. Based on his recent 13F, he's invested in Japan, and you know damn well he's paying attention to the carry trade. He's also looking to see which appreciates faster, the US Dollar or the Yen. Both rising is bad news bears, and the Yen rising faster would be catastrophic to the carry traders. Like pulling away heroin from a junkie. Maybe this is the impetus for his $1.6B notional value bet.

barrywagoner
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I watched that interview that wealthy I did with tomboy. It was amazing.

taratong
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Man I never thought of it that way, borrowing in Yen as it loses value and paying it back with a dollar denominated income. It's like the exchange rate on the streets in some 3rd world country where the dollar buys a lot. But doing this in FX... FX... I need to learn this.

CBBC
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My first job out of Grad school was managing an unhedged equity portfolio for a Japanese lifeco in Yen. I did well, but a monkey could have chosen the stocks as the Fx swings overwhelmed any genius in my stock selection. This has the potential to end very badly for those oblivious to such risks…

dpledoone
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I don't see any major differences betwen the authiritarian character of the Chinese Communist Uniparty and the US Communist Uniparty?

juandiegoramos
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George we like your videos best when it’s just you and not Josh …. Btw you were great on KITCO News … Michelle is Hot 🔥

gmanlive
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i watched this and am subscribed to him

earl
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Also im not very knowledgeable on FX markets and policy, but ive been researching that india has issues with exports since its currency isnt used around the world so banks didnt want to have alot of if indian rupees on their balance sheet hurting trade.

Japans fx policy never made much local economic sense to me but now i wonder if it has to do with supporting their export market

dm_sliderrr
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You must interview David Quintiri host of the money gps

AlchemistJedi
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I thought it was common sense that companies that live on borrowed money would borrow less when interest rates go up. When SVB collapsed it was clear to me that their clients where burning cash. You could see it in charts of their deposits. SVB’s deposits started going down after the Fed began raising rates. Companies that used to borrow money are now burning money and bleeding their banks dry. That’s why banks are going to keep failing until the M2 quits declining. If anybody is trying to blame social media for the bank run it’s because they are trying to placate the masses and stop panic.

extinctreminant
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Finally here in Japan people started worrying about the rising living cost and weakening JPY per USD. Against this backdrop the BOJ has no other option but keep pumping cheap maney.

xrusous
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George please look @Best Evidence where John does a complete breakdown of Silicone Valley Bank going back to covid. The title of this video is, Why is the federal reserve provoking a financial crisis.

warmtiger
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You left another thing: rising diesel prices in August will result in a very ugly surprise on the PPI report on Sept. 14th. Treasuries could sell off hard on that.

conspiracyburger