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Recession Risk - My advice - YouTube
Channel: Chicken Genius Singapore
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hello friends this
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sucks first covid destroying
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value stocks later inflation fears
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destroying growth stocks
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but as macroeconomics data was showing
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signs of inflation flattening
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the unthinkable happen
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war
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it's like getting hit
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again and again
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and again
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if you are not invested seeing the price
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of like house rice
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you'll probably give up buying but if
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you are invested you are navigating this
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fine thin line of insanity and one wrong
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move will wipe you out
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it's not easy
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and i get it
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but i've not spoken much about the stock
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market since the start of war
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i shared on twitter i just felt that
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talking about money in such times one
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is really insensitive and number two a
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reminder that we are all privileged
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and three
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life is not just about me me me me
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at the same time i do understand that
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you guys want my opinions of the market
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as always i give you a broad overview on
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what's to come and not every day
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blasting you with financial porn because
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i know
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it doesn't make you a better investor
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and all it does is make you do stupid
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decisions you will regret months or
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years down the line it is a fact that
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the portfolio of the date outperforms
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the
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living there are two main sanctions the
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financial sanctions
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they don't worry me much removing access
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to the swift makes it harder to transact
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but it is not impossible
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i'm rather worried about the sanctions
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on the russian central bank
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explain simply imagine the money that
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you are holding now
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suddenly is not accepted anywhere
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effectively it is useless
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sanctions on russia will have a ripple
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effect because the world is so
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interconnected
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there will be
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unintended consequences
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already the price of oil as of this
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video
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is
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126 dollars a barrel
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the wheat the corn reaching price levels
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of crazy proportions
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the one thing is definite
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emerging markets will be hit pretty hard
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the cost of energy it is the fundamental
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cost fundamental start the cost of
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everything
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before this war i expected the fed to
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control inflation but now for the first
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time in a long time
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there is a fundamental change inflation
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will be a problem reduce leverage in
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such markets the only good debt is
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housing that else be careful and have
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holding power
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the good news is number one
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this crisis has given tesla a massive
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competitive advantage to shift away from
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dependence on russia the message
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is clear clean energy is security
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palantir will also benefit greatly you
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see europe was worried about privacy
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that's the least of their concern for
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now and for a long time
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two
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weirdly every time after a war the stock
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market goes up i leave this picture here
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for you to decide
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three the fed has consistently done one
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thing whenever there is a crisis
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there is no price too high
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there is no limits to saving human lives
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wrapping up i've been around the world
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for six months
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everywhere i go
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i feel inflation the ten dollars used to
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buy me more
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inflation is an invisible tax on the
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society
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because simply cash is trash
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your buying power shrinks
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the only solution is invest you got to
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buy cash generating assets like stocks
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or real estate has proven over time
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don't worry about everyday price
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movement a year from now you will be
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looking back and telling the next
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generation of investors like a war
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veteran
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to chill the heck out less financial
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pond and focus on the things that are
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more important to you
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i hope in all my years of teaching
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you just need to understand and all you
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need to do is dollar cost average else
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whole that's all you need to do
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as always
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invest safe
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