'You Have No Idea What's Coming for Nvidia in 2025...' Cathie Wood

- 00:00:00 📉 Current Market Dynamics

- The stock market is experiencing significant corrections, with falling bond yields and commodity prices.

- Rolling recession starting in 2022, impacting various sectors like housing, automobiles, and consumer confidence.
- Current economic indicators show deflation signals, with margins of companies under pressure.

- 00:06:01 🎢 The Carry Trade Unwinding

- The carry trade involving the Japanese yen is unwinding, causing volatility in asset markets.

- Speculators previously leveraged low Japanese interest rates to invest in dollar assets, creating significant exposure.
- The unwinding of this trade is leading to forced sales and increasing yen value, affecting market dynamics.

- 00:10:14 🏢 Private Equity & Real Estate Insight

- Private equity involvement in the multifamily real estate sector has risen, presenting potential market risks.

- Concerns about leverage in private equity echo crises from the past, but current conditions are not expected to lead to systemic failures.
- The looming threat of deflation could impact commercial real estate, but a repeat of past crises like 2008 is deemed unlikely.

- 00:13:44 🤖 Innovation and Deflationary Pressures

- Rising deflationary pressures are affecting corporate margins, despite productivity increments provided by innovation.

- Innovations like artificial intelligence are anticipated to boost productivity but may lead to short-term unemployment spikes.
- Understanding the evolving economic landscape is crucial as traditional pricing power frameworks crumble.

- 00:15:43 💰 U.S. Fiscal Policy Considerations

- Discussion on U.S. assets that are undervalued amidst debt concerns, including gold and land.

- Political climate during election season is impacting fiscal policy discussions.
- There are assets on the balance sheet that could alleviate debt fears if properly recognized.

[phelpsq]

For the Newbie if you are actually trading in the crypto space and you don't have a sound mentor. Then you are certainly going to get liquidated in 90% of your trades. Yeah that's sad truth. I remember when i just got into crypto back in 2019 but later in 2020 i ended up selling it because i have lost alot trading all by myself without a guide. Got back into crypto early in 2024 with $20k and I'm up with $232k in a short period of time

[jerrylim]

What is Cathy Wood talking about ? Sounds exactly like Joe Biden, making no sense at all….

[BrandononIce-skfx]

CLICKBAIT!!! NOTHING SAID, NOTHING NEW, NO CONTENT. HEADLINE IS A LIE.

[doug]

When Wood says go long. Short the stock.

[jp]

I cant believe I wasted time on this. Total click bait. REPORTED!

[eliminatortim]

What part of this video had anything to do with Nvidia more then just a waste of time what a joke

[nalivkin-lspg]

Every week I buy more of whatever is the lowest percentage of my portfolio and try to keep everything around 10%. Please what could be my safest buys with $400k to outperform the market in 2024?
.

[alexzagariya]

When you buy we need to short. Only this way will be some profit

[the-random-earthcollection]

She is the worst analyst you can listen too. She is just a trader. The channel should stop quoting her for views. There is female version of Cramer. She doesnot stay incested as per 100x potential statement on any of her stock. Look at her past statements and look at her portfolio