Hamish Hodder
The CS2 Market Collapse Is WILD
updated
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Back in the media this week Dimon explained why the problems in the economy are far from over.
And it has a lot to do with something that happened on the 1st of June 2022.
Similar to how the Pandemic stimulus took time to materialize into surging inflation, the negative effects of this event that took place 10 months ago could be just beginning.
Last year was an extremely unusual year plagued by war, record inflation, rapid interest rate increases and a stock market collapse
All while unemployment remained at a record low and consumers continued to spend far in excess of pre-covid levels fueled by trillions of dollars they have in excess cash in their checking accounts.
But Dimon sees dark storm clouds still circling over head and while we cannot predict exactly what the economic weather will look like,
We can explore the major factors that have raised the probability of further trouble down the road.
TIMESTAMPS
INTRO 0:00
JAMIE DIMON 1:08
STAGE 1 OF THE STORM 2:01
STATE OF THE ECONOMY 3:24
DARK STORM CLOUDS 5:35
WILL THERE BE A RECESSION? 9:19
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Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Hamish Hodder.
Hamish Hodder is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances.
Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
Donald Trump was indicted this week on 34 felony charges of falsifying business records in the first degree
A historic moment where for the first time, a former US president will face criminal charges.
But regardless of which side of the politics you find yourself on, the arrest itself inarguably adds fuel to the already blazing tensions between the republican and democratic parties
And comes at a time where bipartisanship in the United States is needed more than ever.
Since the lack of cooperation raises the risk of the US facing its first ever default on its debt in the coming months.
Today I’m going to talk about Donald Trump’s arrest and why there’s a chance of the US failing to make debt payments for the first time in history.
TIMESTAMPS
INTRO 0:00
TRUMP MAKES HISTORY 2:36
34 FELONY CHARGES 3:53
PRESIDENT FROM PRISON 6:48
RISING POLITICAL TENSIONS 7:29
GOVERNMENT DEBT EXPLAINED 7:58
DEMOCRATIC DILEMMA 10:25
CREDITS
Music from:
HOME - Dusk
Animations from:
Vox - youtube.com/watch?v=orakE9t1tpo
USA Today - youtube.com/watch?v=1nrtDjl4Xeg
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Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
Deutsche Bank is the 22nd largest financial institution in the world. It’s half the size of Bank of America and 7 times bigger than silicon valley bank
So after demand for insurance against the bank suddenly sky-rocketed on friday, people are rightly concerned about whether Deutsche will be the next bank to collapse
Especially because it would reflect the fall of a systemically important bank the effects of which would be felt around the world.
So today, I want to explain what happened with Deutsche bank over the weekend.
Why did their CDSs increase sharply and what it tells us about the likelihood of Deutsche bank failing.
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Hamish Hodder is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances.
Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
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Danny Moses, depicted by Rafe Spall, is the founder of Moses Ventures and is famous for being Steve Eisman’s head trader during the global financial crisis, and together made a huge amount of money shorting the worthless mortgage-backed securities held by the banking sector.
Today Moses was on CNBC to share his prediction for what’s to come in what he calls a ‘deteriorating’ economy.
This comes as the federal reserve in the US continued to raise interest rates in the face of worsening financial conditions and essentially promising to back all US deposits, which could have some severe unintended consequences according to Moses.
Thanks to HOME for the background music in the introduction.
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Michael Burry wasn’t the only person in 2007 who figured out a housing collapse was about to cripple the financial system,
Steve Eisman depicted by Steve Carrell in Paramount Picture’s The Big Short also made an enormous amount of money betting against the banking sector
And Today, Eisman was back on CNBC, providing a frightening outlook on the unfolding financial crisis that began last week with Silicon Valley Bank
This week, Credit Suisse, an investment bank with over $500 Billion in assets is on the brink of collapse
And while it seems like a bank that would be considered too big to fail, what if it's actually too big to save?
In this video I’m going to share some clips from Eisman’s latest interview including his outlook on the US banking system, credit suisse, where to invest given the new economic environment and much more.
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Hamish Hodder is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances.
Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
More Ray Dalio Content
▶︎ youtube.com/watch?v=3O-lpLtOtg8
▶︎ youtube.com/watch?v=d14QDAXGSuY&t=314s
TIMESTAMPS
INTRO 0:00
LONG-TERM DEBT CYCLE 1:09
CASH IS NO LONGER TRASH 7:03
HOW TO INVEST 12:08
Ray Dalio was back on CNBC last week and is warning investors that there could be significantly more pain in the stock market in 2023.
In fact, Dalio expects stocks as a group to perform so badly that he believes cash currently offers a better relative return.
In the exclusive interview, Dalio gave his best explanation yet of the long-term debt cycle
And how it helps to explain what the economic environment might look like over the next few years
Ray Dalio is one of the most successful investors of all time, with a net worth of $19 Billion which he’s earned from building Bridgewater Associates, the largest hedge fund in the world.
Today I’m going to share some clips from his latest interview and also explain one of the most important parts of the economic machine: the long-term debt cycle
BACKGROUND MUSIC CREDITS
▶︎ Blue World - Jasper Bryne (Sonic Space Recordings)
▶︎ Come Back Home - HOME
▶︎ Half Moon - HOME
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Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
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TIMESTAMPS
INTRO 0:00
SVB COLLAPSE EXPLAINED 1:12
POTENTIAL CONTAGION 5:26
GOVERNMENT BAILOUT 7:26
MORE BANKS FAIL 9:09
In 2008, the world experienced the worst financial crisis on record, with people losing confidence in the banking system and the institutions who held their money
And in the end a $700 Billion government bailout was needed to prevent a complete collapse of the financial system
The GFC was described as a once in a century event and likely the worst recession for decades
So why, just 15 years later, are we seeing banks start to fail again?
Is this the start of another financial crisis?
Over the weekend, the US experienced its second largest banking failure in history
With Silicon Valley Bank, the 16th largest US bank, collapsing over just 48 hours
So With over 95% of it’s customer deposits uninsured
Bill Ackman, and other prominent investors were concerned that there could be significant contagion to other banks and business sectors in the economy
This story is evolving quickly, including the government bailout announced just a few hours ago
so rather than sit here and speculate on what will happen
I’m going to share the facts of the situation and the different possible outcomes given what we know so far
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How should you invest in 2023? It's a question you've probably thought about a lot this year as inflation has surged, interest rates rise and the US and the world face a number of tough economic issues.
Today Warren Buffett explains his value investing strategy through various interviews over the years, as well as an additional stock market strategy he suggests is best suited for the average investor.
How should you invest in 2023? It's a question you've probably thought about a lot this year as inflation has surged, interest rates rise and the US and the world face a number of tough economic issues.
Today Warren Buffett explains his value investing strategy through various interviews over the years, as well as an additional stock market strategy he suggests is best suited for the average investor.
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Two weeks ago Joe Biden at the State of the Union continued his strong stance against corporate distributions, proposing a 4 times increase in the tax on share buybacks
And today Warren Buffett has fired shots back Joe Biden, calling those who view buybacks as harmful to the country, economic illiterates and silver-tongued demagogues
Buffett, billionaire chairman and CEO of Berkshire Hathaway, is a strong advocate for corporations using share buybacks as a means of distributing capital to shareholders
And explained in detail why this is the case in his annual shareholder letter that was published today.
So what are share buybacks, how do they work?
How does Joe Biden’s proposed tax impact them
And why is Warren Buffett so opposed to the idea?
All questions that will be answered in this video.
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Hamish Hodder is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances.
Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
#berkshirehathaway
#warrenbuffett
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In this video I share some clips from Charlie Munger's latest interview for the Daily Journal Annual Meeting in February 2023. In the interview Munger, Warren Buffett's investment partner, discusses the current state of the markets, value investing principles, Alibaba and Costco Stock and much more.
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Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
How should you invest in 2023? It's a question you've probably thought about a lot this year as inflation has surged, interest rates rise and the US and the world face a number of tough economic issues.
Today Warren Buffett explains his value investing strategy through various interviews over the years, as well as an additional stock market strategy he suggests is best suited for the average investor.
In this video we breakdown Michael Burry's 13F SEC filing as well as some international filings which show new stock positions that are hidden from the 13F. This filings details the trades made by Scion Asset Management during Q4 2022.
Burry is famous for predicting the housing market collapse of 2008 (The Big Short).
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Hamish Hodder is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances.
Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
TIMESTAMPS
INTRO 0:00
THE FUND 0:31
US STOCKS 0:46
CHINESE STOCKS 1:38
SECRET STOCKS 1:53
GEO GROUP STOCK 3:03
BLACK KNIGHT STOCK 5:37
SCS GROUP STOCK 6:36
BURRY'S WARNING TO INVESTORS 7:44
THE REST OF BURRY'S PORTFOLIO 11:07
How should you invest in 2023? It's a question you've probably thought about a lot this year as inflation has surged, interest rates rise and the US and the world face a number of tough economic issues.
Today Warren Buffett explains his value investing strategy through various interviews over the years, as well as an additional stock market strategy he suggests is best suited for the average investor.
How should you invest in 2023? It's a question you've probably thought about a lot this year as inflation has surged, interest rates rise and the US and the world face a number of tough economic issues.
Today Warren Buffett explains his value investing strategy through various interviews over the years, as well as an additional stock market strategy he suggests is best suited for the average investor.
How should you invest in 2023? It's a question you've probably thought about a lot this year as inflation has surged, interest rates rise and the US and the world face a number of tough economic issues.
Today Warren Buffett explains his value investing strategy through various interviews over the years, as well as an additional stock market strategy he suggests is best suited for the average investor.
How should you invest in 2023? It's a question you've probably thought about a lot this year as inflation has surged, interest rates rise and the US and the world face a number of tough economic issues.
Today Warren Buffett explains his value investing strategy through various interviews over the years, as well as an additional stock market strategy he suggests is best suited for the average investor.
Jeremy Grantham just explained his stock market predictions for 2023, and his outlook for the next couple of years is pretty alarming. Grantham believes that the first, most predictable leg of the bursting of the bubble is complete but that the next phase is a highly uncertain one that he estimates could cause the stock market to fall as much as 70%.
In a memo he wrote this month, Grantham explains the numerous economic factors currently at play, including the precarious global housing market, the yield curve inversion and many more.
any of which could be the catalyst for a more significant stock market crash, something he calls a ‘polycrisis'.
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Special thanks to HOME for letting me use his track DUSK as intro music in this video :)
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The information in this video is general information only and should not be taken as constituting professional advice from Hamish Hodder.
Hamish Hodder is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances.
Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
TIMESTAMPS
INTRO 0:00
THE SUPER BUBBLE 0:49
HOUSING MARKET BUBBLE 4:09
AUS PROPERTY MORTGAGE CLIFF 5:28
UK INSOLVENCIES 6:48
GRANTHAM'S PREDICTIONS FOR 2023 8:24
GRANTHAM'S STRATEGY FOR 2023 11:32
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Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Hamish Hodder.
Hamish Hodder is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances.
Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
Michael Burry wrote quarterly investor letters from 2000 to 2002 outlining his value investing strategy that returned him 70% while the market declined 18%.
Since Burry also believes today’s market looks similar to the early 2000s period we can take a look at how he was investing back then as an indication of how he sees things today.
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Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Hamish Hodder.
Hamish Hodder is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances.
Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
TIMESTAMPS
INTRO 0:00
2023 LOOKS LIKE MID-2000 1:54
HOW TO INVEST IN A FALLING MARKET 3:43
MICHAEL BURRY'S STRATEGY 5:00
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Joel Greenblatt just released $50 Million of research on the performance of value stocks from the past 30 years.
Joel Greenblatt, a wildly successful investor who made 50% a year, sat down for an interview to tell us about his findings on forward returns for value stocks compared to the rest of the market.
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WATCH THE FULL INTERVIEW
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Thanks to HOME for letting me use his track DUSK in this video.
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STOCK ANALYSIS CHECKLIST
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SHARESIGHT - Track Your Portfolio (4 Months FREE)
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SEEKING ALPHA - News & Analysis (50% OFF)
▶︎ hamishhodder.com/seekingalpha
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TIKR - Financial Data (save 25%)
▶︎ hamishhodder.com/tikr
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YOUNG INVESTORS PODCAST
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★PRIVATE INVESTOR COMMUNITY★
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MY YOUTUBE GEAR
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FOLLOW ME ON TWITTER
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Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Hamish Hodder.
Hamish Hodder is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances.
Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.


