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the global economy is in bad shape inflation is a worldwide issue many countries are affected what's causing these financial problems jamath polyapedia has answers chamath polyapedia advises Market investors to be cautious he said this could be the world's biggest crash how come here is all about what's coming is worse than a recession polypedia background jamaat polyapedia is the founder and CEO of Social Capital born in Sri Lanka in 1976 he lives in both countries he's known for betting on transformative ideas Technologies and people Social Capital promotes all stages of Entrepreneurship this strategy allows them to double down on their convictions and provide founders with Runway and resources independent of traditional fond structures chamoth was a Facebook Executive before founding Social Capital he oversaw the creation and introduction of new platforms that helped the company expand globally held senior positions at the Mayfield fund AOL and Winamp before joining Facebook polyhepedia was a Facebook senior executive from 2007 to 2011.
after leaving Facebook polyhepedia founded the Social Capital Partnership and invested in Yammer and Slack Social Capital Partnership became social capital in 2015. he co-hosts the technology podcast All In great financial crisis he asserts that before discussing what is happening right now it is crucial to look back at the final few weeks of the great financial crisis he holds this view because many people were perplexed about the actions taken by the US government and a number of European governments in the wake of the great financial crisis there was therefore a chance of a serious Financial contagion at the time the US government stepped in as a result and the Federal Reserve started using its balance sheet to buy risky assets in response to government directives the European Central Bank did it in Japan and several other Banks did the same the term modern monetary theory was developed by economists who were both certified in pseudoscientists to balance things out and Foster long-term growth you can keep printing money and putting it into the economy it appears that several governments Personnel were taken advantage of governments printing money and the economy the year is 2022 14 years after the idea was implemented a total of 30 to 35 trillion dollars have been printed by governments worldwide and injected into the economy there shouldn't have been any money here the important thing to keep in mind in chamat's opinion is that over the past six to eight months we haven't necessarily been concealing real supply and demand in the market since 2008 we have been using the terms recession or inflation increase it is only recently built up in the system we have to keep in mind that all of that money has to be destroyed in some way in order to find true economic equilibrium there must be a point where we can assess the true supply and demand the government has made an effort to support actions that shouldn't have been supported over the past 15 years all of these people's lives must have come to light thus that is the scene imagine draining the world economy of 30 trillion dollars you're referring to the global GDP which is currently estimated to be worth 85 trillion dollars most likely it will take three years the planned methodical removal of money without the addition of new currency seems like we are just getting started on a long drawn out process whether or not we are in a recession is unrelated to this simply put we are currently experiencing a bear Market Federal Reserve hiking interest rates those who thought this was the end of the story are going to be proven wrong in the next part of the narrative chamoth told them they were wrong if they thought the federal reserve's decision to raise interest rates by 75 basis points would be the end of the story according to his estimation it will take between 24 and 36 months this indicates that it will be another 18 months before we reach the bottom of the market he anticipates that the market will be quite volatile it is likely that the Consumer Price Index will remain low for the next three to four months so he advises us to brace ourselves for the impact Consumer Price Index and the Russia Ukraine war in the coming months Consumer Price Index will be seven to eight percent there are some out of control parts we plan to include the owner's equivalent rent in the Consumer Price Index which lags by three months predicts a higher Consumer Price Index Russia is trying to destabilize the ECB driving oil to 105 dollars per barrel they're manipulating gas supplies Germany's energy Minister says this could cause a Layman Brothers light contagion in the energy sector when these factors combine coats run amok we can't recover without real political changes solve Russia Ukraine policy prices will rise without it how does the Federal Reserve lose its credibility they will overcorrect if we say we're done they'll be pressured to act and this means Equity prices will fall American difficulties in the coming months America will face many challenges we're drunk on debt for example we've injected debt into private Equity Leverage buyouts sometimes sketchy companies are bankrupt private Equity leverages the balance sheet with debt and prices it to the legal limit assuming economic growth suppose recessionary forces or Rising prices reduce earnings the commodity Market could be infected this involves economies inflation asset prices stocks and Technology everyone predicted the market would crash on Juneteenth the S P 500 and NASDAQ were up 250 and 300 points the following Tuesday amazingly Facebook dropped 400 points every it giant was online Facebook you can determine whether prices can increase or will continue to decline by observing who is the incremental buyer in the stock market the most knowledgeable parties are institutional hedge funds while retail buyers are the least knowledgeable an illustration of a technology company owned by retailer is Facebook Facebook was a fascinating canary the argument made by the smart money in favor of owning Facebook is that it has an extremely low price to earnings ratio they argued that based on consumer demand the price to earnings ratio is not low rather it is simply incorrect if they factored in all these inflation increases and their expected income levels when creating Facebook after performing all the calculations it appears that the transaction represented fair value at a lower price because of this they sold a lot of it on the day the market was up in this recession all the other stocks will eventually experience an earnings revision as well here Wall Street has performed appallingly in the area of retail if you examine the average earnings projections you will see that they have been rising all year economy crashing given that fewer people will have jobs and fewer people will buy products as a result he thinks Wall Street is mistaken earnings in 2023 will undoubtedly decline as a result the entire stock market must be recreated at a lower cost these it companies that burn cash while losing money will be under a lot of pressure people acted hastily after we handed them a sizable sum of money everything must now be taken back I don't think it will be as simple as people think a rise in the M2 money supply caused the market to increase dollar for dollar according to the correlation of 0.92 the stock market increased by 92 cents for every dollar that the Federal Reserve issued in securities the equities Market must be Rewritten by at least three to five trillion if the Federal Reserve subtracts three to five trillion in value after that you must rewrite and redefine earnings in relation to China a significant upgrade to the 3.0 battery design was announced by contemporary amp Rex technology company these individuals are producing batteries with a 1000 mile range with such technology and these errors it will be difficult for us to compete okay guys that's it this is why buyers need to exercise caution because according to tremath polyapedia the market crash of 2022 could be the worst ever what do you think of our video let me know in the comments be sure to hit that subscribe button before you go thanks for watching
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