More QE In 2025? Will Tariffs Cause Inflation? Here's What Asset I'm Buying
Rebel Capitalist News
George Gammon
4.7 • 1.1K Ratings
🗓️ 8 January 2025
⏱️ 52 minutes
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| 0:00.0 | Hello, fellow rebel capitalists, hope you are well. |
| 0:04.9 | So is the Fed going to do more QE in 2025? |
| 0:12.2 | I think you guys know my answer, but we're going to dive into that right now today on this video. |
| 0:17.7 | In addition to that, we're going to go over how the Trump tariffs could impact |
| 0:22.9 | the price of the stuff you buy on a daily basis. Could these tariffs lead to massive consumer |
| 0:30.4 | price inflation similar to what we saw in 2021 and 2022? And then I'm going to go over what I am buying right now in my personal portfolio and maybe even |
| 0:45.4 | more importantly, what I've got on my watch list. |
| 0:48.7 | So let's dive right into it, guys, and start off by looking at the big elephant in the room. Yes, the Fed is doing |
| 0:56.3 | quantitative tightening right now, but how long is that going to last? And how long is it |
| 1:02.0 | going to be until they have to not only hit the pause button on quantitative tightening, |
| 1:07.5 | but go right back in to quantitative easing. And what can we learn about the mechanics |
| 1:13.9 | of how this stuff works in the process? We're going to shoot straight over to the Fed's balance sheet. |
| 1:20.1 | And here we go, as you guys know from watching my videos prior to the GFC. We were humming along |
| 1:27.4 | around 800 billion. Now, keep in mind, this is |
| 1:31.5 | including currency and circulation. Now, why does currency and circulation not matter? Because when |
| 1:40.4 | you're looking at the things that quantitative easing tries to achieve, at least the objectives, the stated objectives, they have nothing to do with currency and circulation. |
| 1:50.1 | And the reason I bring up the objectives of QE, looking at it through the lens of the central planners, is because if we're trying to figure out the probability of them introducing QE again in 2025, |
| 2:01.9 | we have to understand why they would do it, what the narrative would be. |
| 2:05.2 | And then we have to understand mechanically, is that going to move the needle? |
| 2:09.9 | Or do they even care about the mechanics of quantitative easing? |
| 2:14.5 | At the end of the day, is it all psychological? |
| 2:16.9 | Is it all just a sciop? |
... |
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