저자: MeetKevin · 외국인
요약 보기
옐런 재무장관의 부양책 발언을 근거로 대규모 추가 부양이 경기를 빠르게 회복시키고 완전고용 도달을 앞당길 것이라 전망. 비트코인은 규제 우려에도 소액 분산투자 가능하다는 견해. 시장 밸류에이션 부담은 낮은 금리로 설명하며, 금리·인플레이션 우려는 옐런 발언에서 근거를 찾을 수 없다고 주장. 블록파이 등 제휴 홍보 포함.
다듬은 글
hey everyone me kevin here here's a quick update on what a janet yellen sent today regarding not just a stimulus but also blockchain and future taxation let's talk about it first the topic of stimulus checks janet yellen made it very very clear and we've heard this many times before but she made it exceptionally clear today that the risk of doing too little outweighs the risk of doing too much so when sarah eisen on cnbc during the interview asked well what about the fact that stimulus checks could go people could go to individuals who are just going to take that money and invest it into stocks like the many of you who follow my channel well janet yellen said to this yeah that might be get checks who don't necessarily need them but these are stimulus checks they're designed to stimulate the economy so why not get the checks out that we have planned for right now and if they go to folks that don't necessarily need them fine but we still think they will be stimulative to the economy janet yellen here is doubling down on the belief that this is not meant to be a relief check even though we all know that at this point come on 1400 more dollars is relief it's not really stimulus but let's put aside that argument for a moment and just look at what janet yellen is saying janet yellen believes that this 1.9 trillion dollars the full package the full really large package for janet yellen will be so stimulative to the economy that will be able to basically turn on like i like to think of it like a tesla let's say you have a tesla that's a dual motor you've got one motor on the right one on the left i like to think of the analogy of right now we're just driving with one of the motors and so we're constantly trying to like fight the the steering going over to one side and we're hitting the rugged road off to the side janet yellen's belief is hey we do this 1.9 trillion dollars we're going to get that second motor on and that's my analogy right we're going to get that second motor on we're going to be able to drive smoother we're going to be able to recover quicker because we can drive faster with that second motor on and therefore folks not worried if people get stimulus checks and they end up going to people who don't necessarily need them they will still be stimulative to some extent and that's what we want to do and it's important that we do that before march 15th because we do not want any form of a fiscal cliff and march 15th is obviously when unemployment uh expires and this is why we need this bill to pass after all we had depressing unemployment figures today if you add the unemployment claims of over eight hundred thousand and increase from last week of about 14 000 and you add the pua the self-employed folks filing for unemployment you have just under 1.4 million people filing for unemployment last week that's really bad it's really bad and janet yellen believes that this spending this extra package will spur our economy to get moving faster she echoes what the congressional budget office says she says that without the package it's going to take until 2024 or longer to get to full employment but with this package we can get there much sooner maybe by 2022 even or 2023 at the latest so we're really speeding up how soon we can get back to full employment on the topic of bitcoin and this topic comes up often the question is is there going to be more regulation coming from janet yellen and while janet yellen doesn't come out with clear policies for bitcoin probably because they haven't really determined clear policies for bitcoin yet yeah i personally expect there to become some regulation for bitcoin but janet yellen's focus is highly on illicit activity so janet yellen's focus is on trying to prevent it it makes sense she's you know ahead of the treasury department right they're trying to collect as much revenue as they can for the united states janet yellen's goal is making sure that people aren't using bitcoin to evade taxes and my expectation is there'll be some regulation in the tax transparency world but uh in terms of regulation coming down and somehow killing the usefulness of bitcoin i don't believe that there are a lot of folks that say i'm not touching bitcoin until we have regulation because we're not sure what we're gonna get and i sympathize with that but i don't necessarily agree with that i think bitcoin is is something that we can invest in as a smaller part of our portfolio you know under 10 somewhere around there as part of our portfolio and really this is what we would expect from a regulator that a regulator would say you know you know we need some rules around making sure that people aren't ripping off the government's ability to collect taxation as much as obviously you know many of us disagree with taxation or just outright dislike taxation this this is to be expected and now janet yellen did also weigh in on the state of the market and she mentions that price multiples may be high right now in terms of stock market valuations but this is probably because interest rates are so low and ultimately should we be worried about the fact that we're going to hit new levels of debt or higher and higher levels of debt she takes pretty much the same approach that jerome powell does and says look we've got such a massive capacity to keep this money printer printing we don't have to worry about it now janet yellen did also touch briefly on making sure that china reduces their unfair trade practices with they'll follow up or they'll continue rather trump's sanctions and kind of see how china behaves over the next few months not too much of a change there reiterated that the real unemployment rate is probably close to 10 at this point and she hopes that we can have a bipartisan deal on stimulus within the next two weeks i personally think the next two weeks is a little bit of a long shot maybe three and a half weeks so i'd say okay yeah we probably have a deal whether it be bipartisan or not we'll see but overall a lot of reiteration here from janet yellen and generally what we're looking for when regulators like jenny yellen or jerome powell talk is a change or some kind of defining of their beliefs we don't have any more defining of her beliefs on china we don't have any more defining of her beliefs on bitcoin which really means in my opinion those two things aren't heavily on the radar right now but we do have a defining of her beliefs on stimulus checks and that is a defining that who cares if people get the stimulus checks who don't need them we need to stimulate the economy and in my opinion this doubling down on the checks whether or not people need them or not getting those checks out is a very very bullish sign that the biden administration is all in on these stimulus checks and it should send a clear signal to markets that the stimulus package is coming like it or not we'll see we'll see knock on wood right we can't hold our breath for this kind of stuff but anyway uh if you are by the way interested in considering investing into bitcoin i highly encourage you watch my video on block fi type into youtube meet kevinblockfy or go to metkevin.comb f like boyfriend except block fi bf med kevin.com bf and you'll get up to 250 dollars if you deposit some money with block fi depending on how much money you deposit determines how much money you get oh and i was just in editing on this video and literally as i was gonna hit export i get this notification here uh from jay z in the private stock group he says anything from yellen's interview that gave you concern for rising rates inflation or otherwise and i think i should address that as well the answer here a clear-cut no no concerns regarding inflation no concerns regarding raising rates no plans to raise rates earlier she is 100 all in foot on the gas i mean she is she's pushing the pedal to the metal so hard if she pushes any harder something's gonna break no i don't think inflation's coming out the other end obviously that's my opinion but no indication here from janet yellen of any plans to let off not a single clue that they're even considering where's the break like that's it anything in front of them they're trying to plow through right now with the analogy of foot on gas uh so nothing on uh rates or inflation janet yellen does by the way subscribe to jerome powell's inflation beliefs that inflation may arrear itself but that it'll go away after it comes up remember if you want to join the private stock group as well you get my buy and sell alerts and you can see that in the links down below go to the stocks and psychology of money group use coupon code hotel feel free to bundle up with other programs if you'd like







Comments 0