Investing & The Global Economy - Live Q&A

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 July 2022.

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Timestamps
00:00 Introduction
01:02 Market Roundup
04:52 When is the stock market going back up!?
06:20 In your video with Joseph Hogue he mentioned the opportunity to decrease risk by increasing our cash position - what amount/% cash would you say is currently sensible?
09:10 Are European long-term government bonds correlated with the USA?
15:16 Is there any scenario in which high inflation helps highly indebted EU countries assuming their GDP keeps up?
18:12 ​Has the US avoided recession when the chance has previously been 70%?
20:50 Can real money supply (nominal divided by inflation) go down even if restrictive policy is over?
26:26 What would the UK need to realistically do to avoid the pound devaluing further?
31:10 What do you think about Long Duration Euro Bonds? If the situation in Europe gets worse would they go up compared to long-duration USA bonds?
35:45 Thoughts on commodity futures like UNG, USO, VCMDX
40:10 Is it time for utilities to shine?
42:20 Do you think central banks are using the reverse wealth effect to curb inflation, without increasing rates above the rate of inflation?
45:37 Several analysts forecast a harder recession in Europe than the USA, why would that be and what do you think? Should my 30% exposure to Europe go down?
50:53 What about BBB and high yield mixed duration assets?
50:58 I would like to invest in the MSCI world (ETF) but I am concerned because I earn in Euros and now the dollar is very strong. What are your thoughts on this?
58:16 ​Do moving average trading strategies actually work?


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📖 Understand investment in more depth with my online courses https://pensioncraft.com/courses-we-offer/
❓ Join PensionCraft on YouTube and you’ll be supporting me to make more content and I will answer your questions and respond to your comments on YouTube as a priority https://www.youtube.com/pensioncraft/join

Where Else You Can Find Me
🌐 Website - https://pensioncraft.com/
🎧You can check out my weekly podcast all about investing here https://many-happy-returns.captivate.fm/listen
📱 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.

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