The “Short Everything” Trade | Teddy Vallee



Jack’s next guest is someone who has timed this cycle better than literally anyone he knows in macro. Since the beginning of the …

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  1. How will inflation stop if Powell backs off tightening? Russia locking up food and gas and China locking up supply chains. I can't see inflation going away without Powell crushing demand. If he tries to crush demand he's going to break something in the bond market. I think the US is being outplayed.

  2. Jack, Blockworks team: thank you for all the free content. It'd nice if views of the guests are summarized in a slide at the end or if the interviewer could regurgitate it.

  3. Thank you for quality programming. What you are describing here is accurate – the flight to safety to the US stock market and dollar. This is what is keeping the market going at this time and preventing a crash. This "melt UP" phase will go on for a while, then as the global economy crashes so will US markets only harder due to the "No Win scenario" that has been created by so much obscene debt. Next comes the "Default Phase" with mega-massive bankruptcies and lastly "Asset Seizures" where banks and the Fed government will simply declare an extreme national emergency to justify the crisis and debit your account directly. The fools will think that this could never happen. The actual legislation for this type of action is already in place. My advice to anyone feeling the heat in this inflation, just trade long term more than ever, I have made over 189k from day trading with Anika Hobson in few weeks, this is one of the best medium to backup your assets incase it goes bearish..

  4. The thing this guy is missing is that this isn't a policy error by the FED, it's by design. They're making things bad despite knowing what they're doing so they can have an excuse to start printing again.

  5. Putin knows what he is doing. What if when that 30% correction he pulls the plug on a large EU country and we see another leg up in the energy complex?

    How could the fed signal or stop what it's doing? It would lose any credibility it has left. Ultimately, 85% of stocks are owned by the top 10%. You are not winning elections without the other 90%!

    Think!!!

  6. Don't think the China shutdowns are not due to the plandemic, they are using the opportunity to hurt US to deter them from opening any fronts on Taiwan. The US knows already that the proxy war in Ukraine is lost. They are looking to confiscate everything they can from the Russians to fund the budge deficit, I see the printer coming on by summer.

  7. housing foreclosures are up 39% year to year, and new home sales are down around 8 percent. housing market gonna get hammered and it is big factor. Outstanding guest, his conclusion: "growth's fading fast."

  8. terrific discussion. I agree, Powell is 2 to 3 years too late, and now we have an ongoing disaster. Did not realize China is a disaster now, with demand slowing so fast

  9. I like your guest he seems very on top of it, and I like his willingness to pivot given new information like the China lock downs. I hope you have him on again, you ask the right questions and I always like the questions that might challenge a particular view.

  10. But FED isnt selling any treasury. They are expiring. It's reducing ammount of collateral in the system if i get it right. That's very bulish for gov. bond especially if they're priced at 3% at 10Y. Economy wont survive 2% lol

  11. Accommodating the equity markets at the expense of sensible monetary policies, artificially spiking hyper growth of real estate by creating a ridiculously low interest rate environment, due to buying billions upon billions worth of debt, punishing savers and rewarding risk assets for decades, dumping trillions of printed dollars into the economy, allowing energy and food prices to explode, makes sense? No. It doesn’t. The choice of the Fed is clear. Control inflation in a serious manner, deflate artificially inflated assets, or allow inflation to spiral out of control and become the next Venezuela. There is always some argument that the world economy is fragile, slowing, or some country, war, ( insert here whatever) and therefore, requires artificially suppressed rates funded by screwing American savers and the devaluation of our currency. If the Fed does what it should do, the markets may be brought back to reality, and with over 30 trillion in debt, I think the Fed has printed and indebted us enough. The boomer generation is all about Kicking the can down the road, so they can have what they want and not have to pay for it. Future generations will be left holding the bag. No thanks. The younger generation is already feeling the weight of the boomer’s endless spending spree, with many unable to purchase homes, or have any hope of reaching the level of their parents. How about you all start paying now, for the policies and wars the people that you elect create, and get your house in order.

  12. Yeah if they don't ease up on the tone soon none of this matters anyways. Do you know how to operate a firearm efficiently… that is all that will matter

  13. Love bitcoin. Agree with Teddy, bitcoin has no ETF, little option trading and has relatively little use actual transactions. It will collapse with liquidity and dollar strength. The turd coins could trade with less downside simply because of their low valuations. Thanks for the interview Jack!

  14. They bought bonds for 4 decades, pumped stocks and real estate artificially for a decade, went unlimited printing for a year. If anything a proper deleveraging is needed and all asset classes should be allowed to correct

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