Investing & The Global Economy - Live Q&A
PensionCraft 1:00:56
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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 7th of April 2022.
We rely on your support to keep producing free content via YouTube. Please help us to remain independent and producing new content and have your question answered as a priority on these live Q&As by supporting us on YouTube https://www.youtube.com/pensioncraft/join
Timestamps
00:00 Market Roundup
08:08 What are your thoughts on Chinese stocks?
12:41 If the Fed hikes rates by 50bp in May - What will you expect the impact on the price of 10-year treasury bonds be? And how will they be impacted by the rapid Fed’s balance sheet runoff?
17:08 Evergrande debt
18:34 Will the price of gold be impacted by the coming interest rate liftoffs or not much? Similarly, do you think gold will go down significantly if this horrendous war ends soon?
23:35 Stocks have been inflated over the last decade due to actions by central banks (QE, zero rates etc) However, they are reversing them now - will the meteoric trend in stocks also reverse as a result?
30:26 How high do you think long-dated US gov bond yields could get & What about UK long dated gov bonds? Why would US vs UK be different? Let’s say long-dated equals a bond ETF with 7 to 10 yrs maturity.
38:33 What happens if a fund/etf discontinues? Assuming the holdings still have value, do investors maintain their business investment in some way?
43:30 If we get into a weak economy in the next 6 to 12 months (or even recession) - what do you believe the appropriate % allocation per asset class should be to have a defensive portfolio?
37:48 H how safe is it to invest above the 85K protected amount with Vanguard? Is it better to spread risk across different investment platforms?
50:51 Pros & cons of shorting 10Y treasuries with product FR0011607084?
53:51 Brewin Dolphin got bought, rumours are that Homeserve is getting bought... when will this relentless buying of public UK stocks stop?
56:18 Do you think investing in real estate is a good option to protect cash right now (After maxing out stock and shares ISA)?
58:48 When is it a good time to re-invest back into Russian Equity. What's your thoughts on Russian Bonds. RT says Russia is having a Technical Default (paying in USD), but not a Financial Default.
We also have an Exclusive Access membership on Patreon and if you join this membership you will gain access to a library of exclusive videos and resources, be able to chat and ask questions of me and other members via our Slack Chat forum and be able to take part in my regular Q&A Zoom calls. To find out more about this click here https://patreon.com/pensioncraft
This is what else PensionCraft Offers:
🎧You can check out my weekly podcast all about investing here https://many-happy-returns.captivate.fm/listen
📰 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/
💡 Book a Power Hour with Ramin so he can answer your questions in a one-to-one coaching session via a video call: https://pensioncraft.com/power-hour/
📖 Understand investment in more depth with my online courses https://pensioncraft.com/courses-we-offer/
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 opensource 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
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
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
We rely on your support to keep producing free content via YouTube. Please help us to remain independent and producing new content and have your question answered as a priority on these live Q&As by supporting us on YouTube https://www.youtube.com/pensioncraft/join
Timestamps
00:00 Market Roundup
08:08 What are your thoughts on Chinese stocks?
12:41 If the Fed hikes rates by 50bp in May - What will you expect the impact on the price of 10-year treasury bonds be? And how will they be impacted by the rapid Fed’s balance sheet runoff?
17:08 Evergrande debt
18:34 Will the price of gold be impacted by the coming interest rate liftoffs or not much? Similarly, do you think gold will go down significantly if this horrendous war ends soon?
23:35 Stocks have been inflated over the last decade due to actions by central banks (QE, zero rates etc) However, they are reversing them now - will the meteoric trend in stocks also reverse as a result?
30:26 How high do you think long-dated US gov bond yields could get & What about UK long dated gov bonds? Why would US vs UK be different? Let’s say long-dated equals a bond ETF with 7 to 10 yrs maturity.
38:33 What happens if a fund/etf discontinues? Assuming the holdings still have value, do investors maintain their business investment in some way?
43:30 If we get into a weak economy in the next 6 to 12 months (or even recession) - what do you believe the appropriate % allocation per asset class should be to have a defensive portfolio?
37:48 H how safe is it to invest above the 85K protected amount with Vanguard? Is it better to spread risk across different investment platforms?
50:51 Pros & cons of shorting 10Y treasuries with product FR0011607084?
53:51 Brewin Dolphin got bought, rumours are that Homeserve is getting bought... when will this relentless buying of public UK stocks stop?
56:18 Do you think investing in real estate is a good option to protect cash right now (After maxing out stock and shares ISA)?
58:48 When is it a good time to re-invest back into Russian Equity. What's your thoughts on Russian Bonds. RT says Russia is having a Technical Default (paying in USD), but not a Financial Default.
We also have an Exclusive Access membership on Patreon and if you join this membership you will gain access to a library of exclusive videos and resources, be able to chat and ask questions of me and other members via our Slack Chat forum and be able to take part in my regular Q&A Zoom calls. To find out more about this click here https://patreon.com/pensioncraft
This is what else PensionCraft Offers:
🎧You can check out my weekly podcast all about investing here https://many-happy-returns.captivate.fm/listen
📰 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/
💡 Book a Power Hour with Ramin so he can answer your questions in a one-to-one coaching session via a video call: https://pensioncraft.com/power-hour/
📖 Understand investment in more depth with my online courses https://pensioncraft.com/courses-we-offer/
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 opensource 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
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
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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