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Clive Thompson

チャンネル登録者数 3.21万人

2.5万 回視聴 ・ 2589いいね ・ 2025/07/29

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I haven't seen this in years, Stocks around the world are making new highs. Bitcoin, Precious metals and many commodities are up way more than inflation. Yet the VIX, an indicatior of market volatility, is way down. This shows unusual complacency as stocks peak. Meanwhile high-yield bonds have narrow spreads over Treasurys. This implies that investors are under-pricing risk.

Yet there is a wall of money being thrown at the ETFs which buy the large mega cap funds vie ETFs. Stocks are moving on AI dreams, on Memes, and even on boobs. It's a booby trap for the unwary.

What could possibly go wrong?

What if the Fed does not send the nice reassuring signal the market expects?

What if Trump follows through on his threat to fire or remove Powell?

What if Powell throws in the towel, and says, "I'm outta here"?

What if one of the mega cap stocks has a fall?

What if there is a recssion coming?

What if the Tariffs don't achieve the desired effect?

What if there is a Black Swan event?

Depending on what happens, markets could soar (weight of money FOMO), or crash (FUD)


I've been investing for 50 years. I've made a lot of mistakes. I've learned from my misakes. I try not to make the same mistakes twice. Ive gotten pretty good at it. You can learn from me how to invest, how to make your wealth grow. Learn how and when to pick stocks, bonds, cash, gold, silver, property, private equity. Learn fromy mistakes, so you don't make them.

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