We're Facing The Bursting Of Twin Bubbles In Housing AND Stocks | Danielle Park скачать в хорошем качестве

We're Facing The Bursting Of Twin Bubbles In Housing AND Stocks | Danielle Park

LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference After a year of projecting confidence in America's "strong" and "resilient" economy, at his recent Jackson Hole appearance, Federal Reserve Chair Jerome Powell suddenly changed his tune. He expressed concern about the deteriorating labor market, saying the situation may warrant a resumption of monetary easing notwithstanding the potential inflationary risks of tariffs. This comes at a time when stocks are at nosebleed valuations levels, with the general public more exposed to them than at any time since the 2000 and 2007 bubble peaks. Are investors sleepwalking into an oncoming painful market correction here? To find out, we have the good fortune to welcome Danielle Park back to the program. Danielle is president and portfolio manager for Venable Park Investment Counsel, Inc, where she manages millions for some of Canada’s wealthiest families. She's also proprietor of the daily financial website JugglingDynamite.com Follow Danielle at https://jugglingdynamite.com/ Or on X at @kdaniellepark #marketcorrection #housingmarket #bearmarket 0:00 - Federal Reserve’s shift to easing due to labor market concerns 2:47 - Danielle’s high-level take: Volatile macro environment, real estate downturn 3:32 - Tariffs overemphasized, real estate correction as dominant economic force 4:37 - Housing market’s negative wealth effect outweighs stock market correction 5:19 - Slides: Interest rate cycle, 10-year Treasury at 4.28% (2007 levels) 6:47 - Mortgage rates doubled (6.56% US, 4% Canada), impacting housing affordability 8:45 - Canada’s housing bubble: 40% price surge (2019–2022), affordability crisis 22:09 - Immigration reversal exacerbates housing market correction 28:51 - Snowbirds selling U.S. properties due to economic and policy pressures 31:27 - Boomer demographics driving property sales, downsizing trend 34:02 - Housing correction as disinflationary, lowering rents 39:29 - Canadian economy weak (0.4% growth), unemployment rising 41:46 - China’s housing bubble collapse, deflationary impact globally 43:08 - Tariffs less inflationary than real estate deflation 45:00 - Disinflationary forces: Oil ($40/barrel target), stagnant CRB index 47:06 - Unemployment spikes historically tied to housing recessions 48:02 - Jobless Americans outnumber openings, labor market weakening 51:14 - Rising credit card, student loan, and mortgage delinquencies 53:03 - Speculative frenzy in U.S. stocks despite high valuations 57:11 - Over-60 cohort’s high equity exposure (85–90%) risks major losses 59:36 - Older cohort owns 79% housing, 72% stock market equity 1:04:33 - TSX’s 12-year recovery post-2008, risks 25–46% correction 1:06:31 - Fed rate cuts historically ineffective during housing downturns 1:11:05 - Buffett’s advice: Don’t risk what you need for what you don’t 1:12:28 - Strategies: Treasury bonds (4%+ yields), U.S. dollar, reduce equity exposure 1:17:07 - New Harbor Financial’s takeaways: Bubble across asset classes 1:20:05 - Sequence of returns risk, hypothetical retirement portfolio example 1:22:56 - Hedging with options to manage risk in overvalued markets 1:28:03 - Mike Preston on housing correction, speculative fever in stocks 1:32:57 - Gold and silver breakouts, miners outperforming, hedging strategies 1:36:26 - Silver ($41–$42) and gold at all-time highs, potential for further gains 1:39:25 - Caution: Take profits, hedge precious metals to manage volatility _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2025 Thoughtful Money LLC. All rights reserved.