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#Inflation #InflationInvesting
Summary: In this research video, I am going to be talking about how to navigate this market and profit from inflation by being understanding the macroeconomic data, the Fed’s psychology, and the potential themes that can continue benefiting from inflation.
In terms of thematic positioning, I am still a big believer that with the RIGHT timing and RIGHT risk management, the high-growth multiple and Chinese internet sectors can vastly add alpha to portfolios.
⏰ Time Stamps:
0:00 – Welcome back!
3:42 – A brief analysis of the December Fed Press Conference (Fed Minutes Analysis will be posted in YT Community tab several days after this video)
4:58 – Analyzing inflation data and understanding the current macro outlook for investment decision making
13:16 – How to have a proper inflation investment strategy by being positioned in the right sector themes
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🎥 Other powerful videos from my channel:
➡️Use the Supply Chain to predict Inflation:
➡️Know Advanced Perspectives of Short-Selling:
➡️Understand Stagflation:
➡️Understand Inflation:
➡️Understand how Dividend Investing is safer during volatile markets:
➡️Understand how US-China relations will affect the stock markets:
➡️Learn about the Black Swan lurking in the stock market:
➡️Why Evergrande doesn’t matter:
➡️Me going all-in on Chinese Educational Stocks:
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DISCLAIMER to all friends on Youtube: All conclusions are my opinion only. Do not treat anything as a buy/sell decision. My channel’s content is for research and educational purposes. Please do your own research and due diligence as everyone’s situation is different.
Affiliate Disclaimer: My product affiliate links I listed above are products that I personally use and trust. If you purchase these items, I will receive a small commission at NO cost to you. Thank you!…(read more)
LEARN ABOUT: Investing During Inflation
REVEALED: Best Investment During Inflation
HOW TO INVEST IN GOLD: Gold IRA Investing
HOW TO INVEST IN SILVER: Silver IRA Investing
Beautiful!
COMMODITIES
Your content is really informative, keep it up!
Hi, Larry.
I admire the tremendous amount of knowledge that you provide on your channel.
Could you please make a video on the Real Estate sector going forward?
Thanks a lot.
I spoke to a store manager who said they didn't have any problems getting supplies, and their spouse worked at a WalMart distribution center which was full of supplies and has been all this time. So why supply chain problems? I am suspicious!
I am new where should I invest my return . It not a lot but need some guidance
Actually a rate increase might increase housing sales as people rush to buy before the next rate increase
Hi, I’m having a hard time figuring out exactly what to invest in. Do you think Bitcoin, tech stocks and buying metals like gold and silver are smart choices during this time?
Glad to see you back brotha!
Always great content, Larry. Thank you for all the effort you put into this, really quality research and videos!
Your Costco advice back in October was fantastic. $$. Always look forward to hearing more about your take on inflation and some of the broader mainstream narratives.
My reservations considering the history of rising inflation and rising rates happening concurrently:
Here are those years with the corresponding crash that followed:
1973-74 (Nixon off gold standard raised rates, inflation up, crashed both years)
1977-1980 (1981 recession but these three years were bullish until then)
1988-1989 (1990 bear market)
2000 (dotcom bubble)
2004-2005(only time nothing at all happened)
2016-2018 (bear market 2018)
Also from my research financials didnt perform as well as energy, real estate, industrials and utilities during this time.
The longest we went after both occurred concurrently was 3 years and quickest was within 6 months. However this is assuming inflation continues to rise into 2022 which I think is the accurate assumption.
the man, the myth, the ledger has returned.
Happy new year Larry! I’ve been following your channel for the past few months and have learnt a lot from your insights. Thanks for sharing your research and analysis.
Wouldn't touch Chinese stocks with a 10 foot pole. Chinese govt cracking down on its own companies, plus the geopolitical standoff with US over Taiwan makes investing in good Chinese stocks a terrible venture.
Larry, What about non-real estate financials? (Im holding XLF)
Larry link up in Harvard sq
You talk about the "intermediate term" time horizon. How long is this for you in months/years?
Another great video as always! Love keeping up to date with your investing insights and taking a look at my portfolio to see if I can implement some of these themes
When it comes to the world of investing, most people don't know where to start. Fortunately, great investors of the past and present can provide us with guidance
Why not just buy EFTs and take the guess work out of the market? They have been proven to beat most mutual funds, very low fees and takes very little time to spend investing freeing up your time to pursue your leisure activities and enjoy life!
I was thinking about adding to Costco, but I've been looking into Ford's new management (under Jim Farley and Doug Field, former head at Tesla and Apple Car Project), so I bought a boatload of Ford stock last month. What are your thoughts on Ford? Thanks
<Good job Mate. Lately, when asked for predictions about bitcoin and cryptos generally, most experts on youtube and other media, predictions are mostly generic with no specifics on the direction. Everyone seems to be guessing and getting even more confused about the future. The only constant thing I can say for sure is that the traders are actually earning good returns while HODlers are always concerned about what the future holds for bitcoin or if there is even a future at all. With the insight, skills, and experience of a trader like FINN DONOVAN the sky is the limit. I came to this realization when I made a return on investment of 87% in my first month using his signals for my trades. Not to sound biased, there are lots of GOOD traders out there but FINN DONOVAN has been of immense assistance to me, especially with his signals and strategies. You can reach him via >>Telegr@m at [@Finn_Donovan}
Great video. I learn alot from you, so keep the videos coming. Happy to hear about your patreon.
i believe many peoples savings are going down because they stopped giving massive cash to the citizens. i dont believe that supply chain issues were the main cause of inflation… if you look at how much money they have given out… how can this not be a major factor.
ROKU down $100 per share. I dont care about time horizon. That is just brutal.
My strategy has always been diversify in different sectors.Hold onto to some cash in case of a market pullback. Invest in the long term and ignore all the noise in between. It worked for me for 40 years. Yes there will be a lot of ups and downs but think about the final results.
I really feel like innovation is on sale. I mean… I have 10-15 year investment horizon. These inflationary pressures and associated fears might be around for the next two years or even much less. Technology is growing exponentially. Find those growth names with insane TAM.
Great video, Larry. I've been learning a lot going through your content
“I’m not sure”…. Nobody is sure. That’s the problem.
Awesome! Welcome back dude. Happy New year
Missed you dude!
thanks for the video, always great explanations
back here again, great video larry!
1st!