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426: Velerity Wealth Update 5/8/24

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Manage episode 417105146 series 2835101
Indhold leveret af Buck Joffrey. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Buck Joffrey eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Regarding the recent Podcast:

  • US debt fears overblown
  • US debt is high, but not unsustainably so (compared to global economies)

A more relevant concern may be focused on the appetite or ability of investors to buy the quantum of debt being issued by the US government.

  • Foreign investment in US debt has declined
  • China and other central banks have been buying gold
  • US treasury auctions are historically large ($125 billion on auction this week)

As investors how do we position our investment portfolios for risks related to spiraling and unsustainable debt levels by our government:

  • Resulting conditions will likely consist of high inflation, high interest rates, higher taxes, slower economic growth
  • Real assets tend to perform better. Gold, real estate, aviation assets.
    • Better to have some leverage
    • Tax efficient investments (such as real estate and aviation assets)

Current market trends

  • Latest FED outlook
  • Interest rate outlook

The post 426: Velerity Wealth Update 5/8/24 appeared first on Wealth Formula.

  continue reading

429 episoder

Artwork
iconDel
 
Manage episode 417105146 series 2835101
Indhold leveret af Buck Joffrey. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Buck Joffrey eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Regarding the recent Podcast:

  • US debt fears overblown
  • US debt is high, but not unsustainably so (compared to global economies)

A more relevant concern may be focused on the appetite or ability of investors to buy the quantum of debt being issued by the US government.

  • Foreign investment in US debt has declined
  • China and other central banks have been buying gold
  • US treasury auctions are historically large ($125 billion on auction this week)

As investors how do we position our investment portfolios for risks related to spiraling and unsustainable debt levels by our government:

  • Resulting conditions will likely consist of high inflation, high interest rates, higher taxes, slower economic growth
  • Real assets tend to perform better. Gold, real estate, aviation assets.
    • Better to have some leverage
    • Tax efficient investments (such as real estate and aviation assets)

Current market trends

  • Latest FED outlook
  • Interest rate outlook

The post 426: Velerity Wealth Update 5/8/24 appeared first on Wealth Formula.

  continue reading

429 episoder

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