WEBVTT - Does the President REALLY Matter for the Stock Market?

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<v Speaker 1>Does it even matter who's in the oval office, who

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<v Speaker 1>the president is, at least when it comes to our investments.

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<v Speaker 1>I mean, every four years we hear the same story. Right,

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<v Speaker 1>this election is going to change everything for the stock market.

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<v Speaker 1>We have like famous hedge fund investors right now saying

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<v Speaker 1>if one opponent wins, they're going to pull all their

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<v Speaker 1>money out of the stock market or they're going to

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<v Speaker 1>move out of the country. But what if I told

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<v Speaker 1>you that might be one of the biggest myths in

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<v Speaker 1>all of finance. In fact, data shows that the market

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<v Speaker 1>performs different but maybe the same, no matter who's president. Surprising, right, Well,

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<v Speaker 1>that's just the tip of the iceberg, because under the

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<v Speaker 1>hood is actually a roadmap that we can follow. There's

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<v Speaker 1>got a lot of nuance to it. So today I'm

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<v Speaker 1>going to show you the exact data so you can

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<v Speaker 1>see the truth behind who and actually what's really controlling

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<v Speaker 1>the markets. And while you're probably worrying about the wrong

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<v Speaker 1>things at least when it comes to your investments, and

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<v Speaker 1>of course what we should all be doing to prepare

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<v Speaker 1>now real quick. If you're new here, my name is

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<v Speaker 1>Mark Moss. I've been investing my own money into the

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<v Speaker 1>markets for decades. I've been writing investment research newsletters for

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<v Speaker 1>over nine years now. I've been helping thousands of investors

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<v Speaker 1>just like you, navigate and profit in the markets. I'm

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<v Speaker 1>a partner in a leading tech VC hedge fund, and

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<v Speaker 1>the data that I'm going to show you comes from there, right,

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<v Speaker 1>So stick around because what you're about to learn could

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<v Speaker 1>completely change the way that you invest for good. All right,

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<v Speaker 1>let's go all right, So we're going to jump right

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<v Speaker 1>in and we're going to talk about this election that's happening.

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<v Speaker 1>We got Trump and Kamala running for the US president.

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<v Speaker 1>The polls show it's about neck and neck, and a

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<v Speaker 1>lot of people are concerned on this election. They say

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<v Speaker 1>that this is the most important election we've ever had,

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<v Speaker 1>and I might actually agree on that. I know that

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<v Speaker 1>that's said about almost every election we've had, and that's

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<v Speaker 1>because each one becomes increasingly more important. There's a lot

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<v Speaker 1>of reasons why that is the case. The way that

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<v Speaker 1>they use executive orders, there's a whole lot of things.

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<v Speaker 1>But this is not about politics. This is about markets.

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<v Speaker 1>This is about investing. How we're going to make money.

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<v Speaker 1>And so while there's certainly major differences between Trump and Kamala.

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<v Speaker 1>In some ways they couldn't be more opposite, and in

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<v Speaker 1>a lot of ways they're maybe very similar. And certainly

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<v Speaker 1>regarding who wins, we're going to see massive differences when

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<v Speaker 1>it comes to social programs, border security, lots of things.

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<v Speaker 1>Censorship probably the most important topic of our lifetime. But

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<v Speaker 1>in regards to money, in regards to the US budget,

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<v Speaker 1>the deficits and money, and then of course the markets

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<v Speaker 1>and our investments, is it really that different. Let's kind

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<v Speaker 1>of take a look. Now. The popular belief is that,

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<v Speaker 1>of course, whoever wins has a massive impact. They elect

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<v Speaker 1>the head of the Fed, they're going to help direct

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<v Speaker 1>the budget of that set tax policy. Kamala has some

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<v Speaker 1>pretty aggressive tax policies compared to Trump is the opposite.

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<v Speaker 1>And so a lot of people think that this influence

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<v Speaker 1>is the market. Like I said, I've seeing billionaire hedge

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<v Speaker 1>fund people are saying they're going to pull the money

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<v Speaker 1>out of the market, like I Kamala wins, for example,

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<v Speaker 1>other people say we'll move out of the country if

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<v Speaker 1>Trump wins, and so we see it back and forth. However,

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<v Speaker 1>I like to invest in the market as it is,

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<v Speaker 1>not as I think it is, not, as I think

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<v Speaker 1>it should be, but as it is. You see, everybody

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<v Speaker 1>works off of emotion and gut this is what I feel,

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<v Speaker 1>and you know, the society has emotionally charged everything, and

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<v Speaker 1>so today we're way more emotionally whatever have been. But

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<v Speaker 1>as investors, that's the worst thing that can happen. We

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<v Speaker 1>want to know the data. So we're gonna do is

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<v Speaker 1>We're gona look at the data to go back in time,

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<v Speaker 1>so we're gonna completely change the way you look at this,

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<v Speaker 1>and then we're gonna show you what this roadmap tells

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<v Speaker 1>us on what to do. So let's go ahead and

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<v Speaker 1>just dig in. We're gonna go way, way, way back,

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<v Speaker 1>not super far back, but we're gonna go back to

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<v Speaker 1>nineteen ninety three Bill Clinton. So we've had Democrats, we've

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<v Speaker 1>had Republicans, we've got them all. But what happened in

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<v Speaker 1>the market. Now, for the market, we're just gonna look

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<v Speaker 1>at the SMP five hundred. Of course there's more to

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<v Speaker 1>the market. There's the NASDAC obviously, there's commodities, real estate.

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<v Speaker 1>We're gonna look at the SMP five hundred, which is,

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<v Speaker 1>you know, the main index, and what we can see

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<v Speaker 1>from the time Bill Clinton was elected right here in

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<v Speaker 1>the first three years and eight months, so from January

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<v Speaker 1>one until September, that's the timeframe we're looking at. And

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<v Speaker 1>what we can see is that while Bill Clinton was

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<v Speaker 1>here for the first three years and eight months, the market,

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<v Speaker 1>the SMB five vender went up by fifty percent, actually

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<v Speaker 1>fifty five point nine percent, about fifty percent. Keep that

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<v Speaker 1>number in mind, fifty five percent. With Bill Clinton. Well,

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<v Speaker 1>Bill Clinton got another term. He didn't just run once,

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<v Speaker 1>he ran again. And what happened the next time, well,

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<v Speaker 1>from again the same period January one through September, we

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<v Speaker 1>can see that the market went up almost fifty percent,

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<v Speaker 1>in this case forty three percent, so almost fifty percent

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<v Speaker 1>again as well. Now, yes it went up and it

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<v Speaker 1>went down, and yes it went up even higher and

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<v Speaker 1>it came down, but in that same time period it

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<v Speaker 1>ended up about fifty percent up. Pretty interesting. Okay, let's

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<v Speaker 1>just keep moving on. Let's look at the data. Then

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<v Speaker 1>we got Obama. Obama came in two thousand and nine.

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<v Speaker 1>We can see here in January was elected right here,

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<v Speaker 1>and in the same time period we see the market

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<v Speaker 1>going up by sixty one percent, little over fifty percent

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<v Speaker 1>of sixty one percent, the market's up. Okay, well, that's

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<v Speaker 1>enough of Obama. We can look at again. Obama got

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<v Speaker 1>two terms, so we'll look at that. This was the

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<v Speaker 1>first term. You can see went up here sixty one percent.

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<v Speaker 1>The next term right here, in the same time period

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<v Speaker 1>again three years eight months, went up again fifty one percent.

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<v Speaker 1>So it's almost seeming like every president in the first

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<v Speaker 1>three years, a little over three years, the market goes

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<v Speaker 1>up by about fifty percent. Pretty interesting. Let's keep going.

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<v Speaker 1>What about Trump? Trump is going to destroy the democracy,

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<v Speaker 1>He's going to destroy the world, right, well, or if

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<v Speaker 1>you like Trump, then he's going to save the world. However,

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<v Speaker 1>what we can see here is on the same time

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<v Speaker 1>period January one, for the first three years and eight months,

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<v Speaker 1>the market is up fifty eight percent. So it's almost

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<v Speaker 1>looking like Clinton, Obama, Trump, it doesn't really matter. It's up.

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<v Speaker 1>What about Biden. Biden's been horrible for the economy, right,

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<v Speaker 1>He's been horrible for the economy. We've suffered from the

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<v Speaker 1>highest inflation, the worst unemployment, all those things. But what

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<v Speaker 1>happened in the market, Well for Biden on the same

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<v Speaker 1>time January one, the same time period, not cherry picking data,

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<v Speaker 1>three years, eight months we can see the market was

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<v Speaker 1>up fifty three percent. Obama, Clinton, Biden Trump three years,

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<v Speaker 1>eight months, the market's up about fifty percent. Pretty interesting,

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<v Speaker 1>isn't it. Let's take a look at this if we

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<v Speaker 1>zoom out. I don't know how we'll be able to

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<v Speaker 1>see this if we zoom out. This is what it

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<v Speaker 1>looks like each presidential election cycle. Guess what. The market

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<v Speaker 1>just keeps going up. As Lynn Alden says, there's no

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<v Speaker 1>stopping that train. This is sort of overlapping all the

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<v Speaker 1>periods together. You can see what this looks like. There

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<v Speaker 1>is nothing stopping this train, regardless of who's in. Okay,

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<v Speaker 1>well that's pretty interesting, Mark, I didn't know that. The

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<v Speaker 1>data certainly contradicts what my gut and my emotions tell me.

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<v Speaker 1>But now that we look at the data, then I

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<v Speaker 1>guess the question is that if the president doesn't change it,

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<v Speaker 1>and regardless of who's there, the markets go up, then

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<v Speaker 1>what's really drive in the market. Well, that's a good

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<v Speaker 1>question to ask. Is it the economic policies of these people? Well,

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<v Speaker 1>obviously not. They have drastic policies, right, and we have

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<v Speaker 1>heavy tax policies, we have light tax policies. Trump gave

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<v Speaker 1>us all kinds of tax breaks. Biden repealed the tax breaks.

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<v Speaker 1>There's a study that shows that regardless of what the

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<v Speaker 1>tax rate is, the government can tax ninety percent, the

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<v Speaker 1>government can tax ten percent. The percentage of taxes collected

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<v Speaker 1>the revenue as a percent of GDP stays about the same.

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<v Speaker 1>I believe it's eighteen percent. I didn't pull up a

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<v Speaker 1>stat on this. So regardless if they tax more or

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<v Speaker 1>they tax less, the percentage of GDP stays about the same.

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<v Speaker 1>Why is that Well, because when they tax more, economic

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<v Speaker 1>activity goes down, so they do get a larger piece,

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<v Speaker 1>but of a smaller pie. When taxes go down, now

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<v Speaker 1>activity goes up, so now they get a smaller piece

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<v Speaker 1>of a much bigger pie. So regardless of what the

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<v Speaker 1>tax policy is, that's why it stays about the same.

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<v Speaker 1>So what's really driving the market? If you watch my

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<v Speaker 1>channel on a regular basis, then you're familiar with this chart.

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<v Speaker 1>If you don't, then go ahead and hit that subscribe

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<v Speaker 1>button right now while you're watching. Okay, now this is

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<v Speaker 1>the S and P five hundred again, we're using that

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<v Speaker 1>as the market. Now, what I'm doing here is I'm

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<v Speaker 1>looking at global liquity, not US, not the Federal Reserve.

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<v Speaker 1>Not in the USM two. We're looking at global equity.

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<v Speaker 1>We have to understand that money moves around the world.

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<v Speaker 1>Right when they print billions of dollars in China, a

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<v Speaker 1>lot of that money comes to Canada and the US

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<v Speaker 1>buying real estate, farmland. Do you hear about that, right,

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<v Speaker 1>US companies. So what we can see here is the

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<v Speaker 1>black line is the SMP five hundred. Gold line is

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<v Speaker 1>the amount of liquidity. And what you can see is

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<v Speaker 1>the S and P five hundred is almost a perfect

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<v Speaker 1>proxy for the increase in the money supply. It moves

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<v Speaker 1>in almost perfect lock step. So as there's more money,

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<v Speaker 1>there's more money chasing limited goods. Supply and demand tells

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<v Speaker 1>us that the price goes up. We can see it evidence.

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<v Speaker 1>Here's a little bit of another chart. This is USM two.

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<v Speaker 1>But what this is in the blue line, what we

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<v Speaker 1>have here is the Fed balance sheet and in the

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<v Speaker 1>red line we have the S and P five hundred.

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<v Speaker 1>And again you can see this moving almost in lockstep.

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<v Speaker 1>Look at that this came down, This came down, This

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<v Speaker 1>starts going back up. This starts going back up. Pretty interesting,

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<v Speaker 1>isn't it. So then the question is, well, if it's

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<v Speaker 1>not the FED, I'm sorry. If it's not the President,

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<v Speaker 1>then it has to do with the FED printing money.

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<v Speaker 1>But not just the FED. Other central banks, the Bank

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<v Speaker 1>of Japan, the Bank of China PBOC, the ECB, the

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<v Speaker 1>European Central Bank, etc. Seem to really be driving this. Now,

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<v Speaker 1>I like to show this chart to all the doomers

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<v Speaker 1>in disbelief. This is the homes. This is the United

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<v Speaker 1>States National Index, the median home price in the United States.

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<v Speaker 1>The red line is the home prices. The blue line

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<v Speaker 1>again is the money supply. And what we can see

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<v Speaker 1>is they move in perfect lockstep. You're not getting rich

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<v Speaker 1>by your home dialue going up. It's keeping up with

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<v Speaker 1>the rate of debasement. Now this is two thousand and eight,

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<v Speaker 1>and there was certainly a little bubble going on there.

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<v Speaker 1>Now it's snapped back below and you can see that

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<v Speaker 1>home prices are nowhere near all time highs based in

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<v Speaker 1>two thousand and eight, based off of where the money

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<v Speaker 1>supply is. I want to take a second, just real quick,

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<v Speaker 1>to just give you a reminder. The reminder is take

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<v Speaker 1>control of your bitcoin. Look, for the first time in history,

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<v Speaker 1>we have a way to preserve our property. Take custody

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<v Speaker 1>of our property and protect it with no cost. You

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<v Speaker 1>can't do that with gold, you can't do it with

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<v Speaker 1>your stocks, and so we can do it with bitcoin,

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<v Speaker 1>and you should. Now don't store it on an app

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<v Speaker 1>on your phone that can get hacked. What you want

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<v Speaker 1>to do is use a hardware device something like this

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<v Speaker 1>Treasle right here, So basically your private key sits here.

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<v Speaker 1>When you want to do a transaction, you plug it

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<v Speaker 1>into your computer, sign the transaction. When you're done, you

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<v Speaker 1>unplug it and put it back into your safe. I've

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<v Speaker 1>used Treasure for now, I don't know, six seven years,

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<v Speaker 1>because I think it's the easiest one to use. I've

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<v Speaker 1>tried I think pretty much all of them. And it's

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<v Speaker 1>also open source so you can trust the code. And

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<v Speaker 1>again it's easy. Why easy Because if it's too complex,

0:11:03.400 --> 0:11:05.400
<v Speaker 1>it makes me think of how many potential holes and

0:11:05.480 --> 0:11:07.960
<v Speaker 1>risk there could be, not just in the device itself,

0:11:08.000 --> 0:11:09.960
<v Speaker 1>but even in my own ability to secure it. So

0:11:10.040 --> 0:11:12.480
<v Speaker 1>I want something fast, I want something easy, and I

0:11:12.480 --> 0:11:14.280
<v Speaker 1>don't want something to say. If that's why I use Treasure,

0:11:14.600 --> 0:11:17.400
<v Speaker 1>And if you don't use Treasure, use something. Please get

0:11:17.440 --> 0:11:20.880
<v Speaker 1>your bitcoin off the exchange. Use a hardware device to

0:11:20.960 --> 0:11:23.400
<v Speaker 1>secure your private key and if you like treasure, check

0:11:23.440 --> 0:11:27.600
<v Speaker 1>out the link down below. Okay, so if that's the case,

0:11:27.640 --> 0:11:31.440
<v Speaker 1>then we want to look at the money supply obviously, right,

0:11:31.679 --> 0:11:34.000
<v Speaker 1>not just who the president is, because we understand now

0:11:34.080 --> 0:11:36.600
<v Speaker 1>it's more than just the United States president. It's about

0:11:36.640 --> 0:11:40.120
<v Speaker 1>the money supply, and it's about the global money supply.

0:11:40.200 --> 0:11:41.839
<v Speaker 1>We want to look at all the central banks of

0:11:41.880 --> 0:11:44.320
<v Speaker 1>the world. Now, the interesting thing I called this the

0:11:44.440 --> 0:11:47.199
<v Speaker 1>monetary Codex. If you haven't seen my videos on the

0:11:47.200 --> 0:11:49.240
<v Speaker 1>monetary Codex, then you don't really have a roadmap to

0:11:49.280 --> 0:11:51.160
<v Speaker 1>follow this. We'll try to link that down in the

0:11:51.200 --> 0:11:53.360
<v Speaker 1>show notes down below so you can watch that. But

0:11:54.080 --> 0:11:56.000
<v Speaker 1>what happens is is that because we're in a debt

0:11:56.000 --> 0:11:59.520
<v Speaker 1>based monetary system that means money is created through debt issues.

0:11:59.600 --> 0:12:02.160
<v Speaker 1>The debt can never be repaid. It has to always

0:12:02.200 --> 0:12:04.520
<v Speaker 1>continually grow. You hear about them kicking the can down

0:12:04.520 --> 0:12:06.640
<v Speaker 1>the road. It's because in a debt based system it

0:12:06.720 --> 0:12:09.080
<v Speaker 1>has to be so the debt can't be repaid, it

0:12:09.120 --> 0:12:11.920
<v Speaker 1>can't be destroyed. That would cause deflation. We can't have that.

0:12:12.200 --> 0:12:15.319
<v Speaker 1>Then we have to have more debt to roll over

0:12:15.520 --> 0:12:18.000
<v Speaker 1>the existing debt. Now we've heard this in the last

0:12:18.040 --> 0:12:20.720
<v Speaker 1>debt seialing debate. President Biden said, we have to increase

0:12:20.720 --> 0:12:22.520
<v Speaker 1>the debt seialing debate. We have to have more debt

0:12:22.559 --> 0:12:24.800
<v Speaker 1>to pay off the old debt. Like he literally said

0:12:24.800 --> 0:12:28.640
<v Speaker 1>that out loud, like that's a ponzi And you're exactly right. Now,

0:12:28.640 --> 0:12:31.000
<v Speaker 1>the interesting thing about this is that the whole world

0:12:31.080 --> 0:12:33.240
<v Speaker 1>runs off of debt. You probably have a lot of debt.

0:12:33.280 --> 0:12:35.160
<v Speaker 1>I have a lot of debt. Businesses run off of debt,

0:12:35.280 --> 0:12:37.240
<v Speaker 1>corporations run off of debt, the government's run off of debt,

0:12:37.320 --> 0:12:39.679
<v Speaker 1>et cetera. Now, if the bank called you up and said, hey,

0:12:39.679 --> 0:12:42.199
<v Speaker 1>we'll refinance your mortgage to zero, do you want to refinance?

0:12:42.880 --> 0:12:45.079
<v Speaker 1>Of course you're going to take that. And that's exactly

0:12:45.120 --> 0:12:47.880
<v Speaker 1>what happened in two thousand and eight. And during the

0:12:47.880 --> 0:12:51.880
<v Speaker 1>Great Financial Crash, the entire globe moved interestates through about zero,

0:12:52.040 --> 0:12:54.240
<v Speaker 1>some less than zero. And what do you think happened?

0:12:54.679 --> 0:12:56.920
<v Speaker 1>Everybody refinanced. And what it did is it put the

0:12:57.040 --> 0:13:02.240
<v Speaker 1>entire world onto a cycle. Now the world is rolling

0:13:02.440 --> 0:13:06.360
<v Speaker 1>over debt in a very predictable cycle. You're probably seeing

0:13:06.360 --> 0:13:08.600
<v Speaker 1>this chart again if you watch my videos, and we

0:13:08.640 --> 0:13:12.400
<v Speaker 1>can see that in this chart right here, seventy five

0:13:12.559 --> 0:13:15.960
<v Speaker 1>percent of all the debt in the world has a

0:13:16.080 --> 0:13:21.520
<v Speaker 1>duration of about one to five years. Now, on average,

0:13:21.720 --> 0:13:26.120
<v Speaker 1>that's about every four years or so, every four years

0:13:26.200 --> 0:13:28.480
<v Speaker 1>the debt has to get rolled over. In order to

0:13:28.559 --> 0:13:31.120
<v Speaker 1>roll over the debt, they have to create more debt,

0:13:31.400 --> 0:13:33.560
<v Speaker 1>and you're starting to get the picture. Okay, So that

0:13:33.600 --> 0:13:36.679
<v Speaker 1>creates these liquidity cycles. Now, the interesting thing is that

0:13:36.720 --> 0:13:41.160
<v Speaker 1>these cycles, these four year cycles, also coincide with lots

0:13:41.200 --> 0:13:44.679
<v Speaker 1>of other things. Now, this is the global equity cycle. Obviously,

0:13:44.720 --> 0:13:49.120
<v Speaker 1>the red line is the hypothetical timeframe. The black line

0:13:49.160 --> 0:13:52.559
<v Speaker 1>is actually the liquidity and you can see how well

0:13:52.600 --> 0:13:56.280
<v Speaker 1>this matches up. And you can see right now the

0:13:56.360 --> 0:14:00.439
<v Speaker 1>global equidity is turning up right on par on pace

0:14:00.559 --> 0:14:04.120
<v Speaker 1>to match this global liquity cycle. Now, what's interesting about

0:14:04.120 --> 0:14:07.280
<v Speaker 1>this is that four year cycle just happens to have

0:14:07.320 --> 0:14:10.560
<v Speaker 1>started in two thousand and eight. So take that forward

0:14:10.600 --> 0:14:14.320
<v Speaker 1>eight twenty twelve, twenty sixteen, twenty twenty, twenty twenty four,

0:14:14.840 --> 0:14:18.280
<v Speaker 1>and that just so happens to overlap with the four

0:14:18.360 --> 0:14:21.880
<v Speaker 1>year business cycle. This is what we see in the ism.

0:14:22.000 --> 0:14:24.920
<v Speaker 1>So you can see about every four years this rolls

0:14:24.960 --> 0:14:27.920
<v Speaker 1>over and if you're counting with me along. You might

0:14:27.960 --> 0:14:31.240
<v Speaker 1>also know that this also overlaps with the four year

0:14:31.680 --> 0:14:34.200
<v Speaker 1>presidential cycle, which is exactly what we're in right now.

0:14:34.240 --> 0:14:37.360
<v Speaker 1>It also just happens to overlap with the four year

0:14:37.800 --> 0:14:41.440
<v Speaker 1>bitcoin cycle, and so we're seeing all this thing happen

0:14:41.800 --> 0:14:44.400
<v Speaker 1>over and over and over. Now, if we want to

0:14:44.440 --> 0:14:48.000
<v Speaker 1>look at that in regards to global liquidy and understand

0:14:48.000 --> 0:14:50.760
<v Speaker 1>the markets, we can look at it like this, so

0:14:50.800 --> 0:14:54.240
<v Speaker 1>we can see, we got three good years and a

0:14:54.280 --> 0:14:57.360
<v Speaker 1>down here, we got three good years and a down here,

0:14:57.560 --> 0:14:58.960
<v Speaker 1>We got three good years in a down here, and

0:14:59.000 --> 0:15:01.240
<v Speaker 1>we started October twenty If you go back on my

0:15:01.320 --> 0:15:03.800
<v Speaker 1>channel in October twenty twenty two, I made a video

0:15:03.880 --> 0:15:07.200
<v Speaker 1>said there is no market crash coming and here is why,

0:15:07.480 --> 0:15:10.000
<v Speaker 1>and I made several videos going into early twenty twenty

0:15:10.000 --> 0:15:12.720
<v Speaker 1>three explaining this. You can see from October twenty two

0:15:12.880 --> 0:15:16.480
<v Speaker 1>to present, we are on another upcycle. So regardless of

0:15:16.480 --> 0:15:19.720
<v Speaker 1>who the president is, we are on these four year cycles,

0:15:19.800 --> 0:15:23.640
<v Speaker 1>and the presidency cycle just happens to coincide with that.

0:15:23.920 --> 0:15:27.160
<v Speaker 1>And that's why whoever the president is is sort of irrelevant,

0:15:27.440 --> 0:15:30.680
<v Speaker 1>because again, nothing stops this train, the liquidity train. That

0:15:30.840 --> 0:15:33.880
<v Speaker 1>is now the question that we want to ask ourselves

0:15:33.960 --> 0:15:37.200
<v Speaker 1>as investors who want to grow our portfolio, is what

0:15:37.280 --> 0:15:39.960
<v Speaker 1>are the fastest boats we can go in? So you know,

0:15:40.320 --> 0:15:44.960
<v Speaker 1>liquidy rises all boats, but what a warm Buffetts say,

0:15:44.960 --> 0:15:47.400
<v Speaker 1>But when the tide, the rising tide lifts all boats.

0:15:47.400 --> 0:15:48.840
<v Speaker 1>But when the tide goes out you see the swimming

0:15:48.920 --> 0:15:52.040
<v Speaker 1>naked well. Liquidity rises all boats. The difference is that

0:15:52.240 --> 0:15:55.720
<v Speaker 1>different boats go up at different rates. So the question

0:15:55.920 --> 0:15:57.920
<v Speaker 1>is which boats should we be getting into? Because I

0:15:57.960 --> 0:16:00.280
<v Speaker 1>showed you the S and P five hundred is only

0:16:00.440 --> 0:16:03.120
<v Speaker 1>keeping up with the rate of liquidity, so it's a

0:16:03.120 --> 0:16:05.680
<v Speaker 1>perfect boat. It's keeping you above water. Same with homes.

0:16:05.720 --> 0:16:08.280
<v Speaker 1>The media and US home price is keeping up with it.

0:16:08.400 --> 0:16:10.640
<v Speaker 1>But that means that you're not losing. That's great, but

0:16:10.680 --> 0:16:13.520
<v Speaker 1>it means that you're also not getting ahead. Now, different

0:16:13.600 --> 0:16:16.320
<v Speaker 1>rates have different cycles, so we want to ignore the

0:16:16.440 --> 0:16:19.480
<v Speaker 1>elections and instead we want to focus on these cycles.

0:16:19.680 --> 0:16:23.320
<v Speaker 1>We want to have longer term strategies. So for example,

0:16:24.160 --> 0:16:27.920
<v Speaker 1>we can see that different assets have different sensitivity ratios.

0:16:28.120 --> 0:16:30.560
<v Speaker 1>So what we can see here is that global liquity

0:16:31.120 --> 0:16:35.560
<v Speaker 1>times monetary inflation hedges, gold and bitcoin, for example, move

0:16:35.640 --> 0:16:38.680
<v Speaker 1>at different rates. So in this perspective, we can see,

0:16:38.680 --> 0:16:40.720
<v Speaker 1>and I've broken this down for you before. For every

0:16:40.840 --> 0:16:43.880
<v Speaker 1>ten percent increase in liquidity, why do I say ten percent?

0:16:44.320 --> 0:16:49.440
<v Speaker 1>Since twenty nineteen, the US has increased its monetary base

0:16:49.600 --> 0:16:53.960
<v Speaker 1>by ten percent a year. Now. The world is also

0:16:54.000 --> 0:16:56.480
<v Speaker 1>in contribute to that, and it's also getting faster, faster, faster.

0:16:56.520 --> 0:16:58.800
<v Speaker 1>It used to be eight percent, now it's ten percent.

0:16:58.960 --> 0:17:01.120
<v Speaker 1>Most likely if next year it will be twelve percent,

0:17:01.280 --> 0:17:03.240
<v Speaker 1>but let's stick stick with ten percent. For every ten

0:17:03.280 --> 0:17:06.760
<v Speaker 1>percent increase in money, gold goes up at about one

0:17:06.840 --> 0:17:10.399
<v Speaker 1>point four five percent, so about fourteen gold will go

0:17:10.680 --> 0:17:14.720
<v Speaker 1>fourteen percent. For every ten percent money supply, Bitcoin goes

0:17:14.760 --> 0:17:17.200
<v Speaker 1>up at about eight point nine percent, So for ten

0:17:17.200 --> 0:17:21.720
<v Speaker 1>percent increase in money, bitcoin goes up by ninety percent. Now, Mark,

0:17:21.880 --> 0:17:24.160
<v Speaker 1>but bitcoin is the same price. Bitcoin's the same price

0:17:24.200 --> 0:17:27.320
<v Speaker 1>as it was six months ago. Okay, September of last year.

0:17:27.359 --> 0:17:30.840
<v Speaker 1>September of twenty twenty three, twelve months ago, Bitcoin bigcoins

0:17:30.920 --> 0:17:34.160
<v Speaker 1>up one hundred and forty percent. What about September twenty

0:17:34.160 --> 0:17:36.320
<v Speaker 1>twenty two, your cherry picking data, Mark, Well, September twenty

0:17:36.320 --> 0:17:38.600
<v Speaker 1>twenty two, two years ago, it's up two hundred and

0:17:38.600 --> 0:17:42.600
<v Speaker 1>forty percent. You're starting to see the math. All right,

0:17:42.640 --> 0:17:43.760
<v Speaker 1>So what we want to do is we want to

0:17:43.800 --> 0:17:46.480
<v Speaker 1>find the faster boats, and we want to find the

0:17:46.560 --> 0:17:49.760
<v Speaker 1>assets that have the best and stippies. Now, which are those, well,

0:17:49.800 --> 0:17:53.240
<v Speaker 1>those are the assets that fall in this fifty year

0:17:53.480 --> 0:17:58.480
<v Speaker 1>quantum wave cycle typically technology cycles. If you want to

0:17:58.520 --> 0:18:00.920
<v Speaker 1>know more about the quantum wave and the fifty year

0:18:00.960 --> 0:18:03.160
<v Speaker 1>cycles and what assets are in those, then you might

0:18:03.240 --> 0:18:06.879
<v Speaker 1>want to watch this video right here. Otherwise, forget the election,

0:18:07.040 --> 0:18:09.520
<v Speaker 1>focus on your investments. The markets are up fifteen percent

0:18:09.560 --> 0:18:11.480
<v Speaker 1>in three years. All right, that's what I got to

0:18:11.520 --> 0:18:13.120
<v Speaker 1>your success. I'm out