The U.S. Economy Just Flipped (Howard Marks Explains)

Video Description

💡 Learn Wall Street's Investing Rules Now. Watch the 15 min Masterclass: https://felixfriends.org/getfree 👉 Download the Research Report in Our Free Community: https://felixfriends.org/resource 👤 Meet Felix Prehn: I'm your host, Felix Prehn. My journey took me from being a novice investor to an investment banker, a corporate lawyer, and an entrepreneur. Investing was my key to early retirement at 40. My goal? To empower YOU to navigate the financial market with ease and transparency, free from the conventional financial system's noise. Let's embark on this journey to financial freedom together! ⚖️This is from my lovely lawyers: The content in this video is for informational and educational purposes only. It does not constitute and should not be construed as financial or investment advice or an offer to purchase or sell securities. The content is not personalized or tailored to a specific person or group of persons, nor to their personal investment or financial needs. You should consult a financial adviser or other investment professional authorized to provide investment advice. Investing comes with risks, including the risk of loss. Presentations of trades made by Felix Prehn or Goat Academy Ltd or its personnel are not a guarantee that any investment decision made by a student will be successful. Past performance is not a guarantee of future performance. Some of the accounts we highlight from time to time are our top performing accounts and the results shown are not typical. Trades shown may be from simulated trading or live trading accounts. *CFTC RULE 4.41 – HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN Timestamps 00:00 Intro 00:22 The Great Sea Change Begins 00:45 Who Is Howard Marks & Why His Warning Matters 02:00 Why the Last 15 Years Were Not “Normal” 03:19 The End of the Easy Money Era 04:01 The $38 Trillion U.S. Debt Problem 05:05 Zombie Companies & Rising Bankruptcies 07:26 Why Money Flows From Stocks to Bonds 08:02 The Type of Stocks That Thrive Now 09:05 Inflation Still Isn’t Under Control 09:40 The New Playbook for Investors 12:25 Protecting Yourself Against Inflation 13:12 The Importance of Pricing Power 14:03 The Fed Can’t Save You Forever 15:02 Scenario 1 – Fiscal Responsibility (Unlikely) 15:33 Scenario 2 – Grow Your Way Out 15:39 Scenario 3 – Inflate the Debt Away 16:11 The Outlier – Debt Crisis Possibility 16:35 What Investors Can Control 17:03 Transitioning to a Normal Interest Rate World 17:20 Winners vs Losers in the New Era 18:10 Outro #felixprehn #stockmarket