ImmersiveAmbientModecolor: #c5a18a (color 2)
Video Format : 22 (720p) openh264 ( https://github.com/cisco/openh264) mp4a.40.2 | 44100Hz
Audio Format: Opus - Normalized audio
PokeTubeEncryptID: 6e851986584e58b2f422fb9e3cb74c0c814f99529df91c076e2627cb50a7eb535398c3e8a9bd9eb69a9a3a52247e2b46
Proxy : eu-proxy.poketube.fun - refresh the page to change the proxy location
Date : 1715782553513 - unknown on Apple WebKit
Mystery text : c19PTnVoNEZHMkEgaSAgbG92ICB1IGV1LXByb3h5LnBva2V0dWJlLmZ1bg==
143 : true
42,769 Views • Dec 6, 2022 • Click to toggle off description
In this episode, Rickards shares his macro view and why we may be headed for a global recession. He also provides a deep dive into supply chains, describing when and how they broke down and why they won't return to the way they were before 2019. He also shares the emergence of what he calls "Supply Chain 2.0," which he predicts will consist of "a college of nations."
Elsewhere, Rickards discusses his take on inflation and why deflation is coming faster than you might think. Finally, he shares his best asset allocation strategies for these uncertain times.
Rickards is a New York Times bestselling author of Currency Wars: The Making of the Next Global Crisis and several other best-sellers, including The New Great Depression, Aftermath, The Road to Ruin, Death of Money, and The New Case for Gold. An investment advisor, lawyer, inventor, and economist, Rickards has held senior positions at Citibank, Long-Term Capital Management, and Caxton Associates. He is also the Editor of Strategic Intelligence, a widely-read financial newsletter.
0:00 Jim's new book "Sold Out"
0:54 View of the global macroeconomy
1:37 The supply chain is the economy
3:33 What do China, the war in Ukraine, and climate change have to do with supply chains?
6:58 China's Zero-Covid policy and its possible consequences
12:11 We're looking at a global recession, and that's rare
13:24 The future supply chain will look very different
14:35 Why the supply chains broke down and won't go back to the way they were
20:00 Supply Chain 1.0
23:42 What happened when Trump put tariffs on soybeans
30:24 National security and geopolitics
33:48 A college of nations
39:00 Peak China
42:00 Inflation
47:05 Why the Fed can't do anything about the supply side of the equation
49:49 Disinflation and deflation will prevail
51:12 Severe recession
52:24 Fed making a 'huge mistake'
1:01:08 Central bankers' worst nightmare
1:05:10 What would a deflationary scenario mean for the economy?
1:07:40 Asset allocation
#JimRickards #investing #macro
Views : 42,769
Genre: News & Politics
Date of upload: Dec 6, 2022 ^^
Rating : 4.918 (25/1,201 LTDR)
RYD date created : 2023-01-14T13:01:01.303381Z
See in json
YouTube Comments - 167 Comments
Top Comments of this video!! :3
Biggest lesson i learnt in 2022 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.
267 |
Supply chain issues remind me the famous Carl Sagan quote: "If you wish to make an apple pie from scratch, you must first invent the universe".
6 |
I swear Julia manages to get the most diverse group of interviews. Don't know how you do it but hope your channel grows. Its hard work, stick with it and have fun with it. If you feel stress take a small break and refresh. Thanks Julia.
15 |
Great interview, Julia! I have Jim's new book on the way. You couldn't get a better guest than Jim!
6 |
Really like the timestamps in the description, that's always a big plus when there is one. Good work !
12 |
Julia this long format stuff is great, you are killing it, hope you get more subs as the channel gets more notice. It’s finally starting to show up in my suggested after watching videos. Thanks for all the hard work, u rock
7 |
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech, and Health.
13 |
You’re doing a great job, second time I watched, & subscribed! Love the format and informative question style. Thanks!
2 |
Fantastic Julia you are doing a great job!
2 |
Pure gold! Thanks Jim.
6 |
Great interview Julia!
And great insights from Jim (as usual). Will be ordering his book as a Christmas 🎁!
2 |
I love listening to Jim. A great storyteller and great at building a narrative. I've seen him criticized as predicting financial distress too frequently but I don't care.
In the Econ world you have be Chicken Little to get attention.
1 |
holy shit totally blown away by this man gonna buy that book!
1 |
I think this Russia crisis has taught people the importance of multiple streams of income. Unfortunately having a job doesn't mean security rather having different investment is the real deal. Understanding institutional investment is the key to success speculating in the financial Market, When it comes to Crypto, An investment in knowledge pays the best interest and also finding the best strategy that suites you. I make huge returns on my investment since I started trading with Mr Thierry Veilleux, His skill sets are amazing. It is good to work hard but better to work smart. ><
26 |
Just discovered this channel and I think you're doing great! Keep going, a lot of your guests will help it to grow, I appreciate your hard work!
|
Going to drop this video into discords and group chats, this podcast episode and long form channel needs more notice IMO
1 |
First video I watched from you and I watched every second. It was excellent to hear Jim Rickards outlook. One question I have is why he thinks that a deflationary scenario is impossible to get out of. Once all the bad debt is liquidated wouldnt there be a normalization where the deflationary environment naturally goes away, the same as he mentioned the inflationary environment tends to eat itself after a certain point. I always hear these economic minds mention how bad deflation is, but they never explain why or they resort to doomsday scenarios. I would love to hear more on it.
1 |
Loved it. Great info. Thanks to both!
2 |
It is important to remember that while people like Jim are worth listening too the global economy is more complex and less predictable then global weather systems. Often people get the right prediction but for the wrong reasons or the wrong outcome but they had really solid reasoning to back it up. I think Jim makes some excellent points but we will see what happens
I do think that diversification is good take away advice, I like stock and real estate plus 401k cash, high quality whisky.
|
@TheJuliaLaRocheShow
1 year ago
Hey everyone! Thanks for watching and providing feedback. I read all of your comments and guest suggestions. Keep them coming, and be sure to subscribe for the latest interviews. Grateful for the support. ☺🙏
18 |