원문 보기
all right welcome back to two stupid guys trade stocks i'm vinnie i'm dylan and uh i apologize if we have any interruptions today i'm we're working off uh less than ideal technological situation here but we wanted to talk about this uh so you know two big headlines today bury is back on twitter after a 10-week hiatus very excited about that and uh jerome powell what's that berry's back with a vengeance he's teaching he is things yeah very true and uh jay powell was very much in the news today at the end of the fomc meeting we had a little uh little data out from the uh uh you know the fomc to see what we're looking at for interest rates and where they think inflation's going so if you enjoy this kind of stuff please give us a like and subscribe below so it's kind of definitely oh sorry it's definitely gonna affect your investments what what happened today so exactly so you know this this is today's intraday uh chart uh right about here is when dylan texted me and said i'm down two thousand dollars today and i don't know yeah so at 2 p.m eastern standard time today is when the latest fomc uh you know market committee meeting ended and uh because some of the data came out one of the major highlights today i may notice from our background there is this little dot chart the dot chart is designed to represent where the 13 members of the fomc committee think uh interest rates will be during that time period so when you're looking at this is the one that was released today so this is kind of a little bit more of a vertical spread here this is the one from march so it was a little bit lower and a little bit more kind of tightly centered i guess you could say today it's kind of a little bit more strung out and that was something the market was not very happy to see um you know but if you remember kind of the chart there it started to rebound a little while later because jerome powell came out and started giving his press conference and he talked about how he's like take that little dot chart with a grain of salt you know it's like this is little thinking but not like you know nothing there is concrete per se what he actually did was he checked his robin hood account and then saw that someone stockton i was like oh shoot i gotta back this up yeah i need my money back exactly yeah jerome powell definitely trades on robin hood i believe foreign i think he created it so yeah yeah exactly so like i said that was a kind of a headline news event today was uh you know the the fed moving up potentially the timeline for interest rate hikes to you know more in the 2023 kind of range um you know and now that they're seeing this acceleration in the economy and prices and they moved up both their uh prediction for gdp for this year from i think was six and a half to seven percent growth and they moved up um their uh kind of inflation expectation for this year as well uh but i think about 1.2 percent or something like that so it's a pretty sizable move up there now yeah for sure recognizing that there's gonna be some more substantial inflation in the market and what the what that's gonna mean if anyone's invested in stuff is watch the treasury yield if it goes above 1.6 percent the queues are not going to be happy at all your your oil and energy will probably be pretty happy so keep that in mind when you're building your portfolio yeah exactly the uh bank stocks had a nice little pop when this news came out as well uh they'll finally be able to sell a mortgage at more than a three percent interest rate so that'd be great for them yeah the dollar also showed up yeah yeah that was also that was why my uh my stimulus account challenge was having a decent day because i think of america is a large position there for me with the my call so great i fell back to second place no i think you're still in first actually um but in on to michael berry's uh recent uh reemergence on twitter here he's been more politically minded than anything else that he's been talking about um so his uh his kind of first foray back out here into the tweet world was uh releasing the this right here where he was talking about the um someone that was declined for a summer internship with morgan stanley uh because they're trying to encourage uh diversity recruiting you know and dylan i pulled up i know on morgan stanley's website if you want to talk about that the actual yep job requirements so basically if you guys just read this uh this program is an integral part of my diversity recruitment first open a black hispanic name american female lgbtq college sophomores this is from 2021 same thing 2022 right here sorry um so basically what happened was they got that email you can go back vinny yeah uh they got that uh email and he you know we're not gonna get political here two stupid guys trade stocks we trade stocks so we don't want to ruffle any feathers uh if you want to sound off the comments by all means go ahead but he basically said what do you say about being uh caucasian or asian where's that tweet yeah that tweet again yeah um yeah it's like means nothing removes the stain of being a straight white or uh or asian male yeah right so basically uh nicholas there was uh not accepted due to his skin color interesting yeah that you know the the kind of furry tweet that's a little bit more in tune with this channel it was something we pay attention to that has gotten a lot of attention over the last couple days is this one right here uh where he said people always ask me what is going on in the markets is simple greatest speculative bubble of all time in all things by two orders of magnitude and hashtag flying pigs 360.
that part i have no idea what he means the final 360. he's a cryptic guy i'm sure that means something you know like what our order of magnitude is dylan 10 yeah yeah exactly power 10. so he's saying that this is like a hundred times bigger bubble than anything in history which is pretty insane there's been some pretty insane historical bubbles yeah i think the danish tulip is the biggest one yeah yeah i mean pretty sure that's not there yeah you know i sent dylan a video actually today so i don't know maybe maybe tether maybe that is an absolute scam i'm sorry if i shouldn't have said that we're doing some research on this that's not for this video it's a yeah yeah not for this video tethering bitcoins yeah exactly but uh now most of his tweets are late have been kind of more politically motivated here he talked a little bit about this one was from today talking about how code really gave governors a chance to show their uh their true colors and they either you know backed individual rights or they went for absolute power and you know some cranked it greedily and corrupted the system irreversibly uh which is interesting i certainly uh he saw a very wide spread in how states handled kovind yeah i mean he's uh you know i'm not gonna i don't wanna i don't want to get anyone mad uh yeah i will get political so he's a medical doctor so he is uh qualified on to some degree to speak on these things so he's not an epidemiologist but and then uh yeah and then this came out a couple hours ago about equity is a marxist agenda agenda black women are more likely to go to college than white men the data do not support excess police or talented by white cops and black men and federal loans for liberal arts degrees worsens the income wealth gap that one i thought was actually pretty interesting the um you know the the whole federal loan system and its encouragement of uh people to take out loans they can't afford to pursue education that simply does not have a uh well-paying career on the other side of it but yeah i actually uh that i i i don't want i won't i don't want to speak on the rest of it but i kind of do agree with the federal loans for liberal arts degrees one sorry guys i don't not that i don't support liberal arts degrees yeah you're gonna paint like 50 grand and then you're going to like go work at state for i don't like i don't know i shouldn't have said that i know i don't know it's interesting uh he may might as well have signed this with the ben shapiro the line about facts don't care about your feelings because that's what she sounded like to me he's like this is what the data says like either like it or hate it but uh kind of regardless it's not really on on point for the you know things we talk about on this channel but it was just kind of interesting that um more of his quotes have been politically oriented i think that makes sense given the fact that we know he was visited by the sec um yeah in regards to like a market manipulation kind of thing um he definitely has to tone it down after the sec takes you know gets mad at your twitter you definitely gotta calm down whatever you're saying about the market exactly uh but you know i'm sure nowadays back on twitter he'll probably sprinkle in some uh occasional little tidbits about what he thinks what's going on with the market i mean this is definitely a a little bit ominous thing here you know the greatest speculative bubble of all time and all things uh i know i don't know i'm not i'm not surprised we've seen a lot of you know crazy behavior people have been saying that like oh it's you know people have been saying we're in a bubble for 10 years and it's true uh probably for at least that long but it's absolutely insane right now the things you see people pulling off but that is going to be painful yeah i'm i'm in deep denial that's that's happening so yeah all right guys well we just want to kind of get this video out there give us a you know let us know you think that down in the video you know comments below and you know we'll be willing to talk to you guys about some of this stuff but i'm just kind of curious what your thought process was some of it we're not going to get political yeah we're gonna you do whatever you want in the comments are we i don't because stocks we're stocks yeah yeah exactly we're stuck yeah very much so all right guys well thanks for tuning in alright have a good one
댓글 0