4.3 • 1.5K Ratings
🗓️ 17 November 2020
⏱️ 47 minutes
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Millions of Americans are experiencing financial hardship caused by the pandemic, but coronavirus has turned some of the youngest workers into unexpected savers.
Today's Stocks & Topics: NIO - NIO Inc. ADR, Airlines, TLT - iShares 20+ Year Treasury Bond ETF, Hotels, HLT - Hilton Worldwide Holdings Inc.,
RTLR - Rattler Midstream L.P., SMLP - Summit Midstream Partners L.P., GBTC - Grayscale Bitcoin Trust, TSLA - Tesla Inc., ACV – Allianz GI Diversified Income & Convertible Fund.
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0:00.0 | This podcast is produced by KPP Financial, Steve Peasley President, |
0:10.4 | KPP Financial, Independent Thinking, shared success, and now today's podcast. |
0:17.0 | Good afternoon fellow investors and welcome to Invest Talk. This is our Monday, |
0:27.0 | November 16th, 2020 edition of Invest Talk and there's a lot to talk about on today's show so much going on. |
0:36.1 | We know the pandemic is worsening. |
0:39.4 | What will the government reaction be not just on the federal level but also the local level as well. |
0:45.9 | We had vaccine news that came out today that was once again positive. |
0:50.9 | How was that play into the longer term impacts of potentially going getting back to work, right, |
0:58.0 | or getting back to normalcy, shall we say? But uncertainty still remains and we need to try to break through that |
1:06.2 | uncertainty and find the opportunities in the market and once again there was a |
1:11.2 | resurgence or continued surgeons into growth stocks or sorry |
1:17.4 | value stocks away from growth stocks and that is kind of a change of scenery for the markets. Another change of scenery is inflation. |
1:28.1 | Inflation is rising. All indicators, if you're looking at break-evens, you're looking at the dollar, you're looking at break-evens you're looking at the dollar you're |
1:34.8 | looking at what I believe is now structural inflation coming right |
1:40.4 | QE is at the end of its rope. We can talk about what the Fed can do and they will likely do more at some point. |
1:48.0 | But adding more debt onto the system is actually deflationary and that's why you've seen the overall |
1:58.8 | disinflation, maybe that outright deflation but disinflation over the past decade despite the money |
2:04.2 | printing despite the QE because QE just adds more debt to the system and debt is a |
2:10.5 | burden to the system. What the next phase is, we can see. |
2:15.0 | It's pretty obvious. |
2:16.0 | They're going to print money. |
2:17.0 | I'm not telling you this is the right way to go. |
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