The Great Turning Point for the U.S. Economy Has Arrived (Howard Marks Explains)

Howard Marks is back in the news giving his updated thoughts on the U.S. economy, the Government debt crisis, and the Sea Change that's taking place right now. Can the U.S. fix it's economic woes before it's too late?

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★ ★ CONTENTS ★ ★
0:00 Howard Marks' Sea Change is Here
1:00 Why the Economy is Suffering Now
2:20 Interest Rates Aren't High Now.
3:50 Inflation is Not Under Control
4:40 Marks Explains the Government's Predicament
8:37 Governments Can't Keep us Aloft.
10:20 The Debt Problem
11:30 What is Howard Marks Investing In Now?

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[NewMoneyYouTube]

Also, poor Howard - it looks like he stepped straight out of the ring into that Bloomberg interview 😂

[DonaldMark-nese]

Our economy struggling with uncertainties, housing issues, foreclosures, global fluctuations, and pandemic aftermath, causing instability. Rising inflation, sluggish growth, and trade disruptions need urgent attention from all sectors to restore stability and stimulate growth.

[EloiseLittletonn]

The idea of investing a significant sum of money may be both thrilling and intimidating. There is potential for considerable wealth increase with the correct strategy. How can one take advantage of compound interest and potentially grow your retirement savings to about $1M over time?

[CarlShanklin]

"Shrink-flation' is the least of our worries compared to rising rents and stagnant wages, but it is an undeniable indicator of how bad our inflation has gotten. I have $100k that i like to invest in a non-retirement account, any advice on that?

[hermanramos]

I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next Nvidia in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.

[CliveBirse]

The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.

[michaelschiemer]

I foresee a recession lasting 2-3 years, and if inflation continues to surge, the Federal Reserve will likely raise interest rates soon. Inflation is causing various issues worldwide, such as food shortages, scarcities of diesel and heating fuel, and significant spikes in housing prices, leading to a potential financial market crash. This global downturn could have long-lasting repercussions. Given the current inflation rate of approximately 9%, my main worry is how to optimize my savings and retirement fund, which has remained stagnant at around $300, 000, yielding almost no gains for quite some time.

[ElizabethKing-quob]

I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

[MilkovichT.Sandlers]

just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying its ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.

[HodgeChris]

People try to predict the economy not realizing it is not a capitalistic market, its a command economy, central planning! my concern is, instead of having much dollar in bank that could lose value to inflation, do I save in gold to reserve and grow wealth for now, or just hang on?

[RaymondcrawRaymondCrawley]

The U.S. economy can actually get better if only the govt can start making better decisions for the sake of it's citizens, cos' they've really made life more difficult for its residents. Hyperinflation has left the less haves bearing the brunt of the burden. Its already eating into my entire $620k retirement portfolio. Like where else can we invest our money with less risks?

[Benedictrud]

Howard explained my fears in this video, and this is probably going to have a full effect on the stock and market .Infact the yield on bonds have decreased especially on the long end (30 and 10 Y) indicating that the demand is still there even if the supply remains huge showing a preference for safety. I'm still at a crossroad regarding whether or not to liquidate my $138k

[scottarmstrong]

Opinions on the market diverge; some claim overvaluation due to rapid gains, while others cite strong economic fundamentals justifying high valuations. Raises concern for my $600K equities going 8% up and 20% down. Should i hold on or sell off my positions and hold cash?.

[lukefisherDD]

As an investing enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?.

[SeanTalkoff]

You cannot cut your way out of recession you've got to invest your way out of recession, the Conservative party are in the dark ages on policy they've got to think again. My primary concern is how to maximize my savings/retirement fund of about £170k which has been sitting duck since forever with zero to no gains.

[benitabussell]

A flailing U.S. economy and elevated global tensions reduce the likelihood of prolonged inflation or higher long-term Treasury yields. I want to invest more than $100k, but I'm not sure on how to mitigate risk

[JuanCarlos_J]

Since the commencement of Biden's presidency, the United States appears to have witnessed more adverse outcomes. These include impacts on the markets, such as declines in prices, significant inflation spikes, and instances of bank failures. I am contemplating whether the sudden surge in interest rates will be advantageous for value investors or if it might be more prudent to temporarily avoid involvement in the stock and financial markets.

[PaulKatrina.]

The United States as we know it is no more. All signs point to 2024 being a year of significant economic hardship for the entire nation. Put your cash to use straight away to increase its value. I was aware that I needed to invest. I had no idea how quickly a few thousand dollars a month would go up. Though it is. Since 2020, I've made about $600, 000.

[andersonedward]

I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start.

[sting_grayl]

Given the uncertain economic conditions and heightened global tensions, I'm considering investing over $100k in stocks. However, I'm uncertain about how to minimize potential risks.