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426: Velerity Wealth Update 5/8/24

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Manage episode 417105146 series 2835101
Konten disediakan oleh Buck Joffrey. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Buck Joffrey atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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

423 episode

Artwork
iconBagikan
 
Manage episode 417105146 series 2835101
Konten disediakan oleh Buck Joffrey. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Buck Joffrey atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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

423 episode

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