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Inflation Surges📈Rate Hike Incoming?🔥 · The Paul Barron Crypto Show

• 0:00
  Speaker 1: An inflation surge is underway. The question now is going
• 0:03
  Speaker 1: to be our rate hikes possibly in the cards today
• 0:06
  Speaker 1: we'll break it down for you. Let's get started. You
• 0:08
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  Speaker 1: look at that. Because Tantem is a great one. Let's
• 0:35
  Speaker 1: get into it today. I want to lead off with
• 0:37
  Speaker 1: Heather Long here hitting on how inflation is really eating
• 0:41
  Speaker 1: away at one of the core strengths of America, and
• 0:43
  Speaker 1: that is the idea against wage gains. Now CPI inflation
• 0:47
  Speaker 1: and inflation in the in the past year, a three
• 0:49
  Speaker 1: point eight wage gains holding only three point six. This
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  Speaker 1: is another big hit on what the American economy is
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  Speaker 1: dealing with right now, especially with these new prints coming out.
• 0:59
  Speaker 1: You look at that along with this, which is just
• 1:02
  Speaker 1: a line list and quite possibly underreported of how much
• 1:06
  Speaker 1: increase that we have seen in all key areas including energy, gasoline, airfare,
• 1:13
  Speaker 1: energy inflation, fruits and vegetables, hospital services, motor vehicle repair,
• 1:18
  Speaker 1: all of these up considerably, guys, So how much is
• 1:22
  Speaker 1: this affecting you? Because I think this is the key.
• 1:25
  Speaker 1: Are you feeling this at the pump? Are you feeling
• 1:28
  Speaker 1: this in everyday life? Let me know what it's some
• 1:29
  Speaker 1: comments s downblow what's the most expensive or the biggest
• 1:32
  Speaker 1: lifts that you've seen in your own budgets. Further into this,
• 1:35
  Speaker 1: Pompiliano says it should go down, without saying that midterm
• 1:37
  Speaker 1: elections will essentially come down to whether the cost of
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  Speaker 1: living is going up or down for an average American.
• 1:43
  Speaker 1: And when you look at the current midterm layout, you've
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  Speaker 1: got the Republicans holding right now back up a little bit.
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  Speaker 1: This may change. I anticipate this could shift back to
• 1:55
  Speaker 1: a blue wave if we continue to see these numbers
• 1:59
  Speaker 1: climb over the summer, So be on the lookout for
• 2:02
  Speaker 1: this one for sure. Kevin Warsh, of course, gets confirmed
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  Speaker 1: it is now official. He is the new Federal Reserve chair.
• 2:10
  Speaker 1: And of course this is all happening right now as
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  Speaker 1: we are seeing inflation starting to impact. He is going
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  Speaker 1: into a buzzsaw. And when you look at FED rates
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  Speaker 1: right now, the potential for a hike actually hiked up
• 2:24
  Speaker 1: to thirty one percent. This is a FED rate hike potential.
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  Speaker 1: The question is is whether or not Walsh will go
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  Speaker 1: head to head with Trump if it gets into a
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  Speaker 1: scenario of whether it's a pause or a hike. Let
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  Speaker 1: me know what you guys think. Do you think he'll
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  Speaker 1: comply with Trump's wishes to pause and or lower rates,
• 2:43
  Speaker 1: or do you think he is going to come at
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  Speaker 1: Trump with a rate hike which would be a huge
• 2:48
  Speaker 1: hit going into the markets. Americans now also spending down
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  Speaker 1: their savings. This is a problem because it's getting into
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  Speaker 1: some of the core areas that most Americans deal with.
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  Speaker 1: You've got negative cash flow now that are hitting places
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  Speaker 1: like craft Hinds, which is all in the food sector.
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  Speaker 1: You also have comments from the McDonald's CEO, Christopher Kempsinski,
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  Speaker 1: who also talked about rising prices all disproportionately hitting low
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  Speaker 1: income consumers, which is their biggest category in terms of sales.
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  Speaker 1: This gets into major Wall Street impact across a lot
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  Speaker 1: of stocks and also I think a lot of sectors
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  Speaker 1: that people don't realize that could roll over into other
• 3:27
  Speaker 1: sectors in the market. One of the things you got
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  Speaker 1: to look at is the delinquent credit card balances which
• 3:32
  Speaker 1: are about to surpass financial crisis record. This gets very,
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  Speaker 1: very crazy, guys, because we are dealing with something that
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  Speaker 1: is ramping up very quickly. Could this be the beginning
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  Speaker 1: of it? That's the real question in the market, and
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  Speaker 1: it makes people pause a little bit in the sense
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  Speaker 1: of how to deal with this because the factor really
• 3:53
  Speaker 1: flows into this right here, and that is where's the
• 3:56
  Speaker 1: market at today? Burry is saying that stock markets is
• 4:00
  Speaker 1: literally minutes away from a bloody crash. Could we see
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  Speaker 1: that there's more than two hundred and fifty billion wipe
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  Speaker 1: from the US stock market the open This is just
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  Speaker 1: this morning. Anticipation is that we're going to continue to
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  Speaker 1: see this start to put pressure on, especially as people
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  Speaker 1: start to vet out what these inflation numbers mean to
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  Speaker 1: the markets. Other things that, of course you have to
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  Speaker 1: look at. Even Jamie Diamond has worn there's way too
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  Speaker 1: much exuberance in the market. Is this the scenario that
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  Speaker 1: we've been talking about for a while and have had
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  Speaker 1: a few analysts point to, and that is, is there
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  Speaker 1: a potential pullback? And then one other thing you've got
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  Speaker 1: is whether or not the rest of the market is nervous.
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  Speaker 1: Now I've got a clip here that will break this down.
• 4:42
  Speaker 1: Should you be Take a.
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  Speaker 2: Look, guys, this has been a huge run to the
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  Speaker 2: upside since March, and you know, everybody talks about the
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  Speaker 2: various superlatives that we've seen, and I have to wonder
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  Speaker 2: against this backchop of a very complex geopolitical environment, one
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  Speaker 2: where we're also seeing high oil prices, is what do
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  Speaker 2: you think the sustainability is of the equity market rally
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  Speaker 2: at this point in time?
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  Speaker 3: See? Look, does it make me nervous?
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  Speaker 4: Know?
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  Speaker 3: Does it make me understand that at some point we're
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  Speaker 3: going to have a massive intra day unwind and momentum. Absolutely,
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  Speaker 3: there's going to be day. I said this last week,
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  Speaker 3: there will be a day where the momentum factor is
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  Speaker 3: down four to five percent in a very tight period
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  Speaker 3: of time. You're talking about the momentum factor being up
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  Speaker 3: thirty percent so far in the current quarter.
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  Speaker 5: Is there's a fundamental acknowledgment in place right now that
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  Speaker 5: this new industry, and really we are creating a new
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  Speaker 5: industry if you think about it. Technologically, we are rapidly
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  Speaker 5: building out an entire new industry. And the fascinating part
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  Speaker 5: of it is the user engagement of it is at
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  Speaker 5: the very initial stages.
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  Speaker 3: So today we have Nvidia five point four trillion dollar
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  Speaker 3: market gap for a company that hasn't even reported yet.
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  Speaker 1: And to his point, that's the real question is do
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  Speaker 1: we see this adjustment in the market. Maybe this is
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  Speaker 1: the beginning of it, all of this leading into other
• 6:11
  Speaker 1: things that are happening worldwide. You have the Korean stock
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  Speaker 1: market coming in and they proposed this whole idea of
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  Speaker 1: about around an AI dividend, a national dividend, and the
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  Speaker 1: issue is it hit the markets. And there was a
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  Speaker 1: reason why if you look at the explanation, within ninety
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  Speaker 1: minutes that cost me. This is the Korean stock market.
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  Speaker 1: She had more than three hundred billion in the market value.
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  Speaker 1: The policy chief later had to come on and clarify
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  Speaker 1: that the proposal would draw from excess tax revenue rather
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  Speaker 1: than new windfalls levied on corporate profits. So there was
• 6:43
  Speaker 1: a little bit of miscommunication. But the point that this
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  Speaker 1: makes is that all the markets are skiddish. They understand
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  Speaker 1: where we are right now. Are we at a point
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  Speaker 1: where we've been seeing these massive upside swings that eventually
• 6:56
  Speaker 1: we get this correlation to a downside push and are
• 6:59
  Speaker 1: we there now? I think that is the state that
• 7:02
  Speaker 1: everybody is asking Mark Cudmore kind of explain this a
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  Speaker 1: little bit more of what happened in Korea, because this
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  Speaker 1: could happen here. Take a look.
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  Speaker 4: We saw seven point two percent move in ninety seven
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  Speaker 4: minutes in the cost B that's three hundred billion dollars
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  Speaker 4: worth on essentially a misunderstood kind of statement. That was
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  Speaker 4: the idea they were going to tax excess profits. The
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  Speaker 4: what the minister actually meant was that the extra tax
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  Speaker 4: revenues they're already making from AI should maybe be redistributed.
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  Speaker 4: So that shows the kind of market rain. But it's
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  Speaker 4: really really important empselives we're abot to go into a
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  Speaker 4: load of risk events, and I think short term there's
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  Speaker 4: going to be more volatility, more more damage, but all
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  Speaker 4: these dips will be bought and we will see much
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  Speaker 4: higher levels until there's genuinely an AI negative catalyst and
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  Speaker 4: I just don't see that on the horizon. So I
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  Speaker 4: think in the short term it reflects, hey, get prepared
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  Speaker 4: for even more volatility. Costpe could drop twenty percent from
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  Speaker 4: this morning's high and still be higher than any level
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  Speaker 4: seen in history up until three weeks ago. So that's
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  Speaker 4: pretty scary. That shows the place of these moves. So
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  Speaker 4: expect even more volatility, expect even more big swings. But
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  Speaker 4: it's not the end of the market. It's not the
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  Speaker 4: end of this incredible, bubblish bull market that's going to
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  Speaker 4: go absolutely crazy before it ends and teers all right.
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  Speaker 1: So what do you guys think? Do you think we
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  Speaker 1: are in this area where we could see these massive
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  Speaker 1: swings down and then possibly see on just an absolute
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  Speaker 1: crazy climb upward, even though we're starting to see indicators
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  Speaker 1: of rising inflation and definitely some pressure on American consumers. Obviously,
• 8:27
  Speaker 1: what we're seeing there in Korea little different game in
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  Speaker 1: terms of investor strategies and the sentiment that plays into
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  Speaker 1: all of this. The key here, of course, is still
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  Speaker 1: coming up with what's happening in DC this week, which
• 8:39
  Speaker 1: is clarity, things are going to get kind of crazy there.
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  Speaker 1: Make sure and check out some of our videos on
• 8:43
  Speaker 1: that because we're breaking some interesting news on Clarity. We'll
• 8:46
  Speaker 1: keep coverage of what's happening right now with these market increases,
• 8:49
  Speaker 1: so stay tuned. If you like this video, like and subscribe,
• 8:59
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• 9:02
  Speaker 1: free private member group the links in the description