The Crash Question

…I frankly don't really understand very well. Obviously, the AI story and in particular, the microchip story is a very prominent part of it, cause a lot of volatility. We've seen that in the last few days. There are some mild questions about the US consumer. Maybe those are resolved now that the oil price is coming down, but there's worries about that. And also the market is just expensive. The SpaceX IPO has not exploded upward. It did it first, but then it sort of weakened. There's questions about the further IPO is going. So we're like at a nervous top right now, kind of hitting sideways. That is exactly how I would characterize it too. Nervous top sounds right to me. And we will get into what we think will happen next, because that is obviously the question that everyone wants to answer. But let's just linger for a moment on the history of 2026, because it is a fascinating one. And let's just go through how some of these different sectors have performed. I'm going to go back to my predictions that I laid out at the beginning of the year, and sort of check in on how they're all going so far. And then we can sort of get into it.…From: this video · 6 claims mined from it

…market correction, especially in the AI and tech sector. While that might happen, long-term bulls know how to profit from any short-term pullbacks. Joining us today is Chris Roe with True Market Insiders. He's gonna share three reasons why he's expecting some kind of correction yet this year, but how he suggests investors can really profit from any kind of pullback we see in the next six months. Chris, so glad to have you back on the show. I know you are in the markets every day and you are always looking for those high-growth opportunities for investors. So we're gonna get into your three ways to profit from any kind of correction we have coming. But first, I want you to talk about where you think the market is heading in the second half of this year. In a midterm election year, you expect the market to basically tank from the summer down to the October to November range. There's several forces that you could see are already positioning and prepping for that. It's already in play. It's not something that I'm speculating that I think is going to happen. You can see it unfolding right in front of us right now. Would you call yourself an actual bear who's bearish on where the market is heading over the next year or two? Or what would you call yourself as far as where you think the market is going to go overall? We've been in such a bull run for a very long time. Do you think that can continue or are you a full-on bear? Well, I definitely wouldn't call myself a full-on bear. I'm a long-term bull for sure. It's a very strong market. We're seeing a lot of signs of strength in this market,…From: this video · 2 claims mined from it

…- Mr. President, it's great to see you. - Thank you. - Thank you for having me in this incredible place and happy Independence Day and happy Semiquincentennial. - Yeah, that's true. - Have I got that right? - Thank you. - 250 years and I just wanna start flying at about 40,000 feet and just, which you've done a pretty nice plane lately, by the way, I saw that. What's so amazing about this country in your words for the last 250 years? You always say like, never been seen before. There's never been a country like this that's ever been seen in the history world. - Well, a lot of people don't understand that right now we are in a golden age. You understand it very well, you cover it very well. We have more factories being built today than ever before. We have more people working today than at any time ever in the history of our country and people making more money than they 've ever made. I'm not talking about rich people, I'm talking about people that have like normal or normalized jobs, more money than they've ever made before. 401Ks are up at levels that they've never seen before, up 80 and 90%. And the stock market's at an all time high. I think it's 81 days out of a short year and a half. 81 days, we have 81 records.…From: this video · 3 claims mined from it

…70 years. And historically, that's associated with that cohort of traders, you know, that borrow money running out of firepower. But on the flip side, when we look at fund manager performance this year, looking at large cap growth, 76% of fund managers are trailing their benchmark this year, which is a pretty historic number on large cap blend, 60 %, which is not as historic. So today, I would say growth managers probably missed a lot of that semi and DRAM rally. I think they're going to be chasing it in the second half, which is why I would probably stay bullish. I'm anxious about this market in a lot of ways, because I look at, you know, the Shiller PE as an example, which is extremely high right now, basically coming up on dotcom territory. And I guess there's a distinction between the forward earnings and the trailing earnings that I'm starting to feel is important. And that is a lot of these earnings that we're seeing that they hinge on these contracts with these AI companies whose ability to actually pay out on those contracts. I think it's not unreasonable to say that they should be at least questioned , open AI in their spending plans, ent ropic in their spending plans, SpaceX, etc.…From: this video · 8 claims mined from it

…and the stock market by all measures is extremely expensive and it wouldn't take much to cause it to stumble and foreigners own a ton of U.S. securities. I think we had inflows of one and a half trillion dollars by foreigners into the U.S. stock market. We've just had the largest IPO in history with SpaceX which is now which is worth one and a half trillion dollars and is earns no money so there are all the signs of the latter stages of mania. When asked about what the most consequential date in human history is some might say 1914 if you're in the west anyway or 1939 of course the beginning of the first and second world war. Some might point to 1776 when America declared independence or even 1066 when the Norman conquest altered the course of English history. Many would argue for 1929 in the Great Depression the economic shockwaves res ounding globally but what about 1873 which as my next guest argues is the lesser known financial meltdown in the west. The basis then for the Pulitzer Prize winning author and fin ancier Lia Kat Ahmed's new book 1873 the…From: this video · 3 claims mined from it

…the rules change on the asset. Take a gold as it centralizes and broken money. It can't be resolved. So the only way to resolve that is change the rules of gold. - Right. - And so over and over and over, you have this thing that centralizes rules change. And the centralization, and the central ization from us, like nobody right now, nobody in the world is gonna vote for a free market because prices would cascade and fall and their houses would go to zero. The entire system rests on debt that's insolvent. Think through that. - And because the money is broken, we've seen other assets become financialized as a result of that. And we've seen the monetary premium and all sorts of assets. - So every single asset is overpriced because the money is underneath it is already insolvent. But we pretended solvent, knowing the only way to create solvency is to base the currency more. And everybody is trading in that game. And they're trading Bitcoin in the same game. They're actually pricing Bitcoin in that same game. It's so ludicrous when you know the thing is wrong. And then people tell themselves and this is a hypocrisy in us, right? What they're trying to do is outrun everybody else in a zero sum game, right? And they're taking more and more risk by trying to outrun everybody else in the zero sum game and they don't know it. And all they could do, every dollar they spend in that fiat…From: this video · 3 claims mined from it

…the Gulf States. I'm going to tell you what my interpretation is. What's happening is that Scott Besant is absolutely panicking about the financial circuits of Wall Street. This is an indication. It's simply a symbolic gesture, the swap line that he proposed, effectively telling people like himself, because remember, Scott Besant is a very accomplished poacher that has turned gamekeeper. He made a lot of money out of betting against governments together with Joe Soros. They broke the Bank of England. He knows how that pack of wolves in the markets work. He's absolutely terrified that they're about to move in against the bond market and against the stock markets of the United States. Why is he worried about that? As I said, the $20 billion, he knows that it is not worth speaking of in terms of the size of the swap line. It's symbolic. Effectively, he's saying, "I'm here and I'm going to bail America out, the American financial markets. Not a bailout of the Gulf States." Let me explain that. The period between 1944, that's the Bretton Woods Conference, and today I break it down into three main time frames. The first one is the Bretton Woods period between…From: this video · 3 claims mined from it