Big Inflation Problem - URGENT WARNING

Everyone is celebrating that inflation has peaked and is about to go away all by itself for the first time ever.

But when the market crash has already wiped out 17% of the market overall and over 50% of most growth stocks, inflation is very important.

And unfortunately I think many people who have celebrated the bottom and are preaching the prophecy of everything going to the moon may possibly be a little premature.

Because the 2022 stock market crash could yet get worse as the inflation spiral is taking hold.

And while many people seem to be misinterpreting the data, it is key to understand that inflation is posing a very real risk to the stock market.

☕️ JOIN MY PATREON - DISCORD, BONUS VIDEOS, TARGET PRICES, MODELS & MORE

💵 GREAT INVESTING APPS I USE

INTERACTIVE BROKERS (Another Global Investing Platform - Main one I personally use)

GET $10 IF YOU SIGN UP WITH LIGHTYEAR (UK only)
You need to sign up and make a deposit to get the $10 bonus.
👍 SUBSCRIBE TO MY CHANNEL

DISCLAIMER: Your capital is at risk.

DISCLAIMER: Some of these links may be affiliate links. If you purchase a product or service using one of these links, I will receive a small commission from the seller. There will be no additional charge for you.

DISCLAIMER: I am not a financial advisor and this is not a financial advice channel. All information is provided strictly for educational purposes. It does not take into account anybody's specific circumstances or situation. If you are making investment or other financial management decisions and require advice, please consult a suitably qualified licensed professional.

[TheWhale]

There’s 2 types of investors, those who can’t predict the market. And those who know they can’t predict the market.

[andrewxu]

Best macro commentary on inflation I saw or read. Thanks Sasha. I think the fed knows. But their hands are tied politically to do the right thing.

[coldbrewed]

If we all agree that nobody can time the market, why bother? Set a limit that you think is cheap.. or DCA at market price.

[deancolby]

Completely unaware of relative measurements of inflation. Thank you.

[peteroreilly]

Hi Sasha, just read the news on inflation this morning 10/8/2022, had to find this video again because I remembered what you said about inflation being flat thru the summer months.
Looks like you are right, we will see what happens in October, but I'm inclined to think that the result will be the Fed taking its foot off the gas regarding interest rate increases and things will ultimately get much worse in October.
Would like to hear your opinion on this.
Much appreciated for your content.

[slick-riq]

Thanks for keeping it on the real Sasha

[philmayhem]

Fantastic video, taught me some key things there, very informative, thank you Sasha!!!

[anatoly]

Still confused what to do with portfolio buy, hold or sell

[GordonDunbar]

People need to know the real risk! Kudos Sasha!

[ElectricIguana]

I respectfully disagree. And it's key to remember that prices don't need to decrease to show us a decrease on this chart. It seems that you're expecting the inflation chart to repeat it's "flat summer, rising winter" trends this year, but it sounds like you're not considering the reopening from COVID. Assuming the reopening will slowly lead to supply chain solutions, inflation should decrease it's rate of increase. A decreased rate of increase in this year-over-year chart, will not compound, it will flatten and then decrease. The decrease to 8.3 in April 2022 is evidence of that.

This is exactly where the inflection point should was expected as the fastest jumps in the past two years was April 2021, when we were comparing a low number to a high number (April 2020 vs April 2021). The comparison from a high number to a higher number (april 2021 to April 2022) showed a slower rate of increase. If spot inflation stays consistent, throughout the rest of the year, it should show a decrease, as the previous year's readings got higher and higher. Once we lap the 8.3 numbers by 12 months, I expect we will be comparing a high number to a low number, resulting in a decrease.

Probably a confusing explanation of my POV, but I hope I conveyed something useful. Cheers!

[j.jasonsantilli]

It's the Twilight Zone, an honest YouTuber imagine that. Someone that admits they have no idea what's going to happen next! Great video I love this

[DogHonest]

Sash keep pumping out this high quality conversations. Thank you!

[ducdao]

I’m holding strong to my belief that inflation has peaked and will taper. We’ll find out if I’ll have egg on my face when the May numbers come out.

[RandomGuyOnYoutube]

I did the same analysis of the inflation data and came to the same conclusion for the near term. I am hopefull that this brings some rally in June (be it bear market rally or not) becouse I need to exit some positions and raise cash. However for the medium term I am not smart enough to predict inflation numbers. There are too many moving parts and conflicting data. I understand there is a lot of problems but I am not that pessimistic about the future. The wage spiral so far is not occuring and if that persists then the best cure for high demand will actually be the raising prices itself.Further more I know that Cathie Wood is not very popular right now but the prediction about warehouses full of (some)goods is actually becoming a reality. And finally the stock market does not always coincide with the economic reality.

[lukeprice]

When I convince myself it's all going to be OK I just watch one of your videos and it kicks a bit reality back into me haha.

[canismajoris]

Thank you for the quality content and economic insight. It is appreciated 👍

[michealwilliam]

i have been making losses trying to make profit trading. I thought trading demo account is just like trading the real market... can anyone help me out or at least advise me on what to do?

[mattweb]

So what wouls be the plan? Wait till october or put in the cash now?

[n.]

Sold a 15day expiry put on Pinterest strike at 17, Bought 120 shares of pinterest today at 20, sold a short 8 day covered call at 21.5. Look like a good entry, will be playing this short term game of adding some small gains and averaging down on Pinterest

[imeldomarcos]

Tesla latest job cuts, is concerning.