Investing & The Global Economy - Live Q&A
PensionCraft 1:00:06
21,878 views · 653 likes Watch on YouTube ↗
Do you have a question that you would like to ask Ramin? Well, this is your chance! You can ask Ramin anything about investing or the global economy and Ramin will answer your questions live at 7pm UK time on Thursday the 6th of October 2022.
Join PensionCraft on YouTube and you’ll be supporting me to make more content and I will answer your questions on live streams and respond to your comments on YouTube as a priority https://www.youtube.com/pensioncraft/join
💡 Become pensioncraft.com member and learn how to be a better investor. To find what we offer and how you can join our friendly community click here https://www.pensioncraft.com/investor-education/membership/
🎧You can check out my weekly podcast all about investing here https://many-happy-returns.captivate.fm/listen
Timestamps
00:00 Introduction
03:59 Mortgage rates at 6% - do you think that makes for a closer debate in the invest v repay mortgage dilemma?
09:42 How do you buy bonds direct?
14:56 What do you think the likelihood of Elon buying twitter at the original offer price is?
17:06 Despite the trend to DB transfers into SIPPs, is it time to think again about annuities in a rising interest rate environment?
21:00 Are you willing to do a short explanation on how bonds are actually priced intra day?
31:37 So many blue chip stocks are down close to 50%, much more than the S&P,. Is there compelling value amongst those blue chips not heavily weighted in S&P?
38:00 If we were to be overweight currently in cash/short term treasuries, what data points would you suggest looking at to determine a good time to a total index fund.
41:43 Lock in interest for mortgage for 2 or 5 years?
45:14 House prices haven’t abated but rates are now high, do you think it’s worth waiting? If wait just sit in cash?
48:10 Do you know of any 'money market' funds offered by Vanguard that offers a 'yield' comparable with smaller UK banks 1 year fixed rate 'bonds'
52:56 On the note of S&P valuations (mainly fwd and TTM p/e) - do you expect fundamentals to deteriorate further, and when?
56:10 With the pension funds having bought prime property at 3% ish yields once the rates go up will they be asked to pay the difference in valuation? And then crash the market?
The link for the letter from the BoE to the Treasury is here https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1105809/Open_Letter_from_Gov_to_Cx_22_Sep__002_.pdf
What Else PensionCraft Offers:
💡 Become pensioncraft.com member and learn how to be a better investor. To find what we offer and how you can join our friendly community click here https://www.pensioncraft.com/investor-education/membership/
❓ Book a coaching session with Ramin so he can answer your questions in a one-to-one video call via Zoom: https://pensioncraft.com/power-hour/
📰 Sign up to our free weekly market roundup to get news and views about what's going on in the stock market and wider economy https://pensioncraft.com/market-roundup/
📖 Understand investment in more depth with my online courses https://pensioncraft.com/courses-we-offer/
Where Else You Can Find Me
🌐 Website - https://pensioncraft.com/
📱 Twitter - https://twitter.com/PensionCraft
👨 Facebook - https://www.facebook.com/pensioncraft/
🔗 Linkedin - https://www.linkedin.com/company/pensioncraft
Tools I Use To Create My Videos
✔️ My primary data source is SharePad and an affiliate link for this is here https://sharescope.co.uk/pensioncraftsp (This link provides new users with a special offer and gives me a small commission)
The rest of the tools I use are free open source software:
✔️ ggplot2 package in R for my plots
✔️ RStudio to edit and run R code
✔️ OBS to record my videos and live streams
✔️ Kdenlive to edit my videos
Take A Look At Some Of My Other Videos & Playlists
📹 Investment Strategies playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7Tci3mKU21drdoRFoNmIVbDd
📹 Economy & Investing playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TcRVeX3peMN1UF-NRCIFsM2
📹 Behavioural Investing playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TfwB8Gt65VfbgP4YMW_ctYE
📹 Investing Strategies From Beginners To Advanced video https://youtu.be/IY86PS2ow74
DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.
#QandA #Investing #PensionCraft
Join PensionCraft on YouTube and you’ll be supporting me to make more content and I will answer your questions on live streams and respond to your comments on YouTube as a priority https://www.youtube.com/pensioncraft/join
💡 Become pensioncraft.com member and learn how to be a better investor. To find what we offer and how you can join our friendly community click here https://www.pensioncraft.com/investor-education/membership/
🎧You can check out my weekly podcast all about investing here https://many-happy-returns.captivate.fm/listen
Timestamps
00:00 Introduction
03:59 Mortgage rates at 6% - do you think that makes for a closer debate in the invest v repay mortgage dilemma?
09:42 How do you buy bonds direct?
14:56 What do you think the likelihood of Elon buying twitter at the original offer price is?
17:06 Despite the trend to DB transfers into SIPPs, is it time to think again about annuities in a rising interest rate environment?
21:00 Are you willing to do a short explanation on how bonds are actually priced intra day?
31:37 So many blue chip stocks are down close to 50%, much more than the S&P,. Is there compelling value amongst those blue chips not heavily weighted in S&P?
38:00 If we were to be overweight currently in cash/short term treasuries, what data points would you suggest looking at to determine a good time to a total index fund.
41:43 Lock in interest for mortgage for 2 or 5 years?
45:14 House prices haven’t abated but rates are now high, do you think it’s worth waiting? If wait just sit in cash?
48:10 Do you know of any 'money market' funds offered by Vanguard that offers a 'yield' comparable with smaller UK banks 1 year fixed rate 'bonds'
52:56 On the note of S&P valuations (mainly fwd and TTM p/e) - do you expect fundamentals to deteriorate further, and when?
56:10 With the pension funds having bought prime property at 3% ish yields once the rates go up will they be asked to pay the difference in valuation? And then crash the market?
The link for the letter from the BoE to the Treasury is here https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1105809/Open_Letter_from_Gov_to_Cx_22_Sep__002_.pdf
What Else PensionCraft Offers:
💡 Become pensioncraft.com member and learn how to be a better investor. To find what we offer and how you can join our friendly community click here https://www.pensioncraft.com/investor-education/membership/
❓ Book a coaching session with Ramin so he can answer your questions in a one-to-one video call via Zoom: https://pensioncraft.com/power-hour/
📰 Sign up to our free weekly market roundup to get news and views about what's going on in the stock market and wider economy https://pensioncraft.com/market-roundup/
📖 Understand investment in more depth with my online courses https://pensioncraft.com/courses-we-offer/
Where Else You Can Find Me
🌐 Website - https://pensioncraft.com/
📱 Twitter - https://twitter.com/PensionCraft
👨 Facebook - https://www.facebook.com/pensioncraft/
🔗 Linkedin - https://www.linkedin.com/company/pensioncraft
Tools I Use To Create My Videos
✔️ My primary data source is SharePad and an affiliate link for this is here https://sharescope.co.uk/pensioncraftsp (This link provides new users with a special offer and gives me a small commission)
The rest of the tools I use are free open source software:
✔️ ggplot2 package in R for my plots
✔️ RStudio to edit and run R code
✔️ OBS to record my videos and live streams
✔️ Kdenlive to edit my videos
Take A Look At Some Of My Other Videos & Playlists
📹 Investment Strategies playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7Tci3mKU21drdoRFoNmIVbDd
📹 Economy & Investing playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TcRVeX3peMN1UF-NRCIFsM2
📹 Behavioural Investing playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TfwB8Gt65VfbgP4YMW_ctYE
📹 Investing Strategies From Beginners To Advanced video https://youtu.be/IY86PS2ow74
DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.
#QandA #Investing #PensionCraft
Category (YouTube): Education
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