Market Meltdown or A MAGIC SETUP

Summary

In this insightful video, Mark Mosson dissects the recent market turbulence triggered by Japan's unexpected rate hike. He challenges the mainstream narrative of an impending market meltdown, instead offering a data-driven perspective that distinguishes between economic recession and market performance. Mosson emphasizes the importance of understanding debt cycles and liquidity, predicting a shift from tightening to easing monetary policies globally. He encourages viewers to look beyond short-term volatility, focusing on long-term investment opportunities in technology and cryptocurrencies like Bitcoin, which could yield significant returns in the next 12-15 months.

Takeaways

• 📈 The script discusses the impact of Japan's sudden rate hike on various financial platforms and asset prices, suggesting it was a significant event but not necessarily a sign of a complete market meltdown.
• 🌐 It emphasizes the difference between economic indicators and market performance, suggesting that while there are signs of economic weakness, this does not automatically translate to a market crash.
• 📊 The speaker, Mark Mosson, highlights his experience investing through various market crashes and positions these events as opportunities rather than disasters.
• 🔄 The script explains the necessity of liquidity in a debt-based monetary system, where debt must continually expand and be refinanced, and how this affects global financial markets.
• 🌍 It discusses the interplay between central banks and the need for coordinated action to maintain liquidity, particularly focusing on the roles of the Federal Reserve, ECB, BOJ, and PBOC.
• 📉 The sentiment index of paid newsletter writers is mentioned to illustrate the rapid and potentially emotional shifts in market sentiment, cautioning against making decisions based on short-term reactions.
• 📚 Mark stresses the importance of data and logic over emotion when evaluating market conditions and making investment decisions.
• 📉 The script outlines the concept of 'liquidity pockets' and how they can cause short-term volatility, but they do not necessarily indicate a long-term market downturn.
• 📈 The speaker argues that the current market situation is not a meltdown but a setup for potential growth, suggesting that the market is at the bottom of a cycle and due for an upswing.
• 💡 The importance of understanding long-term cycles, such as the 50-year technological revolution cycles, is highlighted to identify where to invest for wealth creation.
• 🚀 The script concludes by suggesting that the current situation presents a significant opportunity for wealth building over the next 12 to 15 months, particularly in technology and assets like Bitcoin.

Q & A

What major event did Japan's sudden rate hike cause in the financial markets?

Japan's sudden rate hike caused a significant disruption, including the shutdown of stock trading platforms, triggering of circuit breakers in Japan and the United States, and a shift in people's views on asset prices and investments.

What does Mark Mosson consider when looking at market crashes?

Mark Mosson considers market crashes as opportunities and has experience investing through multiple market crashes, including the 2000.com crash, the 2008 financial crash, and the 2020 pandemic crash.

What is the difference between the economy and the market according to the script?

The script emphasizes that the economy and the market are two different things. While the economy may be experiencing a recession, the market operates independently and can still present investment opportunities.

What does the script suggest about the relationship between recession indicators and market behavior?

The script suggests that although there are indicators of a recession, such as weak unemployment numbers and ISM business data, these do not necessarily predict market behavior, as the economy and the market are distinct entities.

What is the 'Sentiment Index' mentioned in the script, and what does it indicate?

The 'Sentiment Index' refers to the sentiment of paid newsletter writers towards the market. The script mentions a significant shift in sentiment, indicating a rapid change from bullish to bearish views among these writers.

What is the role of liquidity in a debt-based monetary system as described in the script?

In a debt-based monetary system, liquidity is crucial as it allows for the continuous expansion of debt. The debt is never fully paid off but is refinanced, requiring new debt to roll over the old debt.

Why is the world waiting on the Federal Reserve (FED) to act according to the script?

The world is waiting on the FED to act because the FED's monetary policy decisions influence global financial markets. Central banks around the world need liquidity to roll over their debt, and they are anticipating the FED's move to ease monetary supply.

What does the script suggest about the current phase of the liquidity cycle?

The script suggests that we are currently at the bottom of the liquidity cycle, which historically has been followed by an upswing, indicating that the market is likely to move upwards from this point.

What is the significance of the '50-year technological revolution cycles' mentioned in the script?

The '50-year technological revolution cycles' refer to long-term cycles where technological advancements dictate new areas of investment. The script implies that we are currently in such a cycle, which is a technology boom, making it an opportune time to invest in technology.

What investment strategy does the script recommend for maximizing returns in the current market conditions?

The script recommends focusing on investments in technology and Bitcoin, particularly Bitcoin 2.0 and related proxies, as these are expected to provide significant growth and returns in the current market conditions.

How does the script view the recent market fluctuations and what opportunity does it present?

The script views the recent market fluctuations as a 'liquidity pocket' and a potential buying opportunity, suggesting that it could be a setup for significant growth in the coming months.

Outlines

00:00

📉 Market Turmoil: Japan's Rate Hike and Its Impact

The video script begins by discussing the significant disruption caused by Japan's sudden interest rate hike, which affected stock trading platforms, triggered circuit breakers, and altered investors' perceptions of their assets. The speaker, Mark Mosson, questions whether the market is truly in a meltdown or if this is merely a precursor to a larger event. He introduces himself as an experienced investor who views market crashes as opportunities and promises to analyze the situation to determine if it's time to withdraw from the market or to capitalize on a potential 'buy the dip' moment.

05:02

🌐 Global Economic Indicators and Recession Talks

The second paragraph delves into the mainstream narrative of an impending recession, supported by weak economic data such as unemployment numbers and ISM business data. Mosson mentions the 'Sam Rule' as a recession indicator and criticizes mainstream economists for consistently predicting market crashes without them materializing. He emphasizes the distinction between the economy and the market, using sentiment indices to illustrate the emotional reactions of newsletter writers to recent market events, and urges viewers to look beyond emotions and consider logic and data.

10:02

💹 Debt Cycles and the Need for Liquidity

In the third paragraph, the focus shifts to the necessity of liquidity in a debt-based monetary system, where debt must continually expand and old debt needs to be refinanced with new debt. Mosson explains the four-year debt cycle and how the world's debt is predominantly short-term, requiring frequent refinancing. He discusses the challenges faced by central banks, particularly the Federal Reserve, the ECB, the Bank of Japan, and the People's Bank of China, in maintaining liquidity amidst a tightening cycle. The paragraph concludes with an analysis of how Japan's rate hike has pressured the Fed to consider easing monetary policy.

15:04

📈 Market Cycles and the Current Liquidity Pocket

The fourth paragraph examines the concept of market cycles, using the ISM index as a measure of business cycles that oscillate in a pattern similar to debt and liquidity cycles. Mosson points out that the current cycle is at its bottom, suggesting that any market volatility is temporary and that an upward movement is likely. He argues against the idea of an imminent market crash, stating that the current situation is a 'liquidity pocket' rather than a terminal downturn. The speaker also references the global liquidity chart to illustrate the ongoing upswing in the cycle, reinforcing the belief that the market is not at its peak but rather in a phase of growth.

20:04

🚀 Investing Strategies Amidst Technological Revolutions

The final paragraph provides investment advice based on the understanding of 50-year technological revolution cycles, suggesting that aligning investments with these cycles is key to wealth creation. Mosson emphasizes the importance of not 'messing up' the current opportunity by overtrading or focusing on short-term gains. He highlights the importance of investing in technology, particularly 'Bitcoin 2.0' and AI, as part of a long-term strategy. The speaker also discusses the rate of return on investments, suggesting that assets like Bitcoin and gold can offer significant growth potential when compared to the rate of global liquidity expansion.

Keywords

💡Rate Hike

A rate hike refers to an increase in interest rates by a central bank, which can have significant impacts on the economy and financial markets. In the video, Japan's sudden rate hike is mentioned as an event that 'broke a lot of things,' including stock trading platforms and asset prices, indicating its profound effect on market stability and investor sentiment.

💡Circuit Breakers

Circuit breakers are mechanisms in stock exchanges that temporarily halt trading to prevent panic selling or extreme volatility. The video mentions that circuit breakers in Japan and the United States were triggered, demonstrating the extreme market reactions to the rate hike and the resulting uncertainty in the financial markets.

💡Asset Prices

Asset prices represent the value of financial instruments, such as stocks, bonds, or commodities. The video discusses how people's views on their asset prices and investments were 'broken' due to the rate hike, highlighting the psychological and financial impact of market fluctuations on investors.

💡Recession

A recession is a period of negative economic growth that lasts for at least two consecutive quarters. The script frequently refers to recession as a topic of discussion among peers and mainstream economists, indicating a widespread concern about its potential occurrence and its implications for the economy and markets.

💡Debt-Based Monetary System

A debt-based monetary system is an economic framework where money is created as debt, typically by banks when they lend money to borrowers. The video explains that in such a system, debt must continually expand, and the script uses this concept to discuss the need for liquidity and the challenges faced by central banks in managing it.

💡Liquidity

Liquidity refers to the ability to buy or sell assets quickly and easily without affecting their prices. The video emphasizes the importance of liquidity in a debt-based system and how central banks manage it to prevent debt from defaulting and to support market operations.

💡Tightening Cycle

A tightening cycle is a phase in monetary policy where central banks raise interest rates to curb inflation and cool down an overheating economy. The script discusses the Fed's tightening cycle and its impact on global liquidity, as well as the challenges it poses for other nations that need to ease monetary policy.

💡Easing Cycle

An easing cycle is the opposite of a tightening cycle, where central banks lower interest rates to stimulate economic growth. The video mentions a 'regime change' from tightening to easing cycles among central banks, indicating a shift in monetary policy to inject more liquidity into the markets.

💡Sentiment Index

The sentiment index measures the overall attitude or mood of investors, often reflecting optimism or pessimism in the market. The script describes a significant shift in the sentiment index of newsletter writers, indicating a rapid change in market sentiment from bullish to bearish.

💡Market Crash

A market crash is a sudden and significant drop in stock prices, often indicating a broader economic downturn. The video discusses the fear of a market crash and analyzes whether the current market conditions are indicative of one, using historical data and economic indicators to assess the likelihood.

💡Monetary Expansion

Monetary expansion refers to an increase in the money supply by a central bank, typically through measures like lowering interest rates or quantitative easing. The video relates monetary expansion to the rate of return investors seek to beat, emphasizing its importance in understanding the potential growth of assets like Bitcoin and gold.

💡Technological Revolution Cycles

Technological revolution cycles are long-term periods of significant technological advancement that drive economic growth and change. The script mentions these cycles to highlight the importance of aligning investments with the current technological boom, suggesting that technology is the key area for wealth creation in the current cycle.

Highlights

Japan's sudden rate hike caused disruptions in stock trading platforms and triggered circuit breakers in Japan and the US.

People's views on asset prices and investments were shaken, raising questions about market stability.

The video aims to analyze if it's time to withdraw from the market or if this is an opportunity to 'buy the dip'.

Mark Mosson introduces himself as an experienced investor through multiple market crashes.

Recession indicators and mainstream economists' predictions are discussed, emphasizing the difference between the economy and the market.

The importance of separating emotions from logic in investment decisions is highlighted.

A significant sentiment shift among newsletter writers from bullish to bearish is noted.

The necessity of liquidity in a debt-based monetary system and its impact on debt refinancing is explained.

Global debt cycles and the need for new debt to roll over old debt are discussed.

Central banks' actions, including the US Federal Reserve, ECB, and others, are analyzed in the context of liquidity needs.

The potential for a shift from a tightening cycle to an easing cycle among central banks is predicted.

The Fed Watch tool's prediction of a 100% chance of rate easing at the next meeting is mentioned.

The distinction between market crashes and liquidity pockets is made, suggesting the current situation is temporary.

A detailed analysis of the 4-year cycle of liquidity and its relation to market movements is provided.

The alignment of the liquidity cycle with other economic indicators such as the ISM business cycle is discussed.

The potential for significant wealth building in the next 12 to 15 months is highlighted, contingent on avoiding common investment mistakes.

Investment strategies focusing on technology and Bitcoin, particularly in the context of the current tech boom, are recommended.

The importance of understanding the rate of monetary expansion as a measure for investment returns is emphasized.

The presenter shares his thesis that the current market situation is a 'gift' and a setup for growth, advising against selling out.

A call to action for viewers to subscribe, engage with the content, and consider the investment thesis presented is made.

Transcripts

when people say we need something to

break well we had it I mean Japan's

sudden rate hike broke a lot of things

including stock trading platforms that

completely shut down and stopped working

it broke prices we saw circuit breakers

in Japan and the United States being

triggered and it seems to have broken

people's view on their assets on their

asset prices and their Investments but

is all this really warranted and uh more

importantly are the markets really

melting down or you know was this just a

warning sign before the big craft like

all the headlines are telling us right

now or is this a magic setup that's

going to blast our assets off into next

year now in this video I'm going to

break down these exact questions to see

if it's time for us to you know pack it

all up and go home while this all shakes

out or do we buy the dip are you ready

for that well let's go now real quick if

you're new to the channel my name is

Mark mosson I've been investing through

multiple massive Market crashes I

invested through the 2000.com crash the

2008 great financial crash the 2020

pandemic crash and well I've taken my

fair share of lickings along the way of

course I've had to pay my dues when I

was younger and I was less experienced

but now I look at these crashes as

opportunities so let's just see what we

have

here all right so is the market melting

down well that's what all the mainstream

headlines would have you say and now

everybody's wondering what the heck is

going on well what are we talking about

well recession is here now you hear a

lot about about recession recession

recession a lot of my friends a lot of

my friends that you see on YouTube um a

lot of people that I consider peers

continually pound the table on recession

and of course no reason uh to deny that

we see lots of indicators that show the

recession or I should say the economy is

getting weak we had a weak unemployment

number we had some weak ISM business

data uh we saw these types of things we

saw uh of course all the uh TV and uh

mainstream YouTube economist coming out

and telling us that it's all coming down

of course Harry Den Jr crashes and over

markets are going to wash out 94% that

was a day ago 94% he said that 6 months

ago he said that one year ago two years

ago 3 years ago 12 years ago and yet

we've yet to see it stock market crashed

is going to come emergency rate cuts are

incoming uh the global stock market

crashed everyone's telling us that so

you know we have the bad economic data

which means recession we have all the

mainstream Economist telling us this we

have this uh what's called called the

Sam Rule and this indicator always tells

us right before a recession comes we

have all these things now I'm here to

tell you and as I've been telling you

now for about two years the recession is

talking about the economy the economy

and the markets are two different things

now we can talk about the recession all

day and certainly some businesses will

be affected by that but the economy and

the market are two different things so

keep those two things separate as we go

down through this but I do want to show

you just how quickly things change and

it's very careful or you need to be very

careful of who you're paying attention

to are people moving off of gut like

feeling emotion or off of logic now this

right here is the sentiment index of

paid newsletter writers now I do have a

paid newsletter uh I don't uh I don't

fall into this now this is paid

newsletters writers and basically what

this telling us is that this is bullish

and this is bearish and what we saw in

the last week is the largest sentiment

shift of newsletter writers going oh

everything's great Market's going to the

to the Moon to oh my God the whole world

is going to in sell everything and run

away we saw this is the lowest reading

the fastest reading that's been since

the

1987 Panic here we have the 1980 Panic

what happened did we really get that bad

in two weeks or is everybody moving

along like the herd are they all moving

off of emotion and not logic well let's

break down some data so you don't get

caught up in the emotional trap okay so

really the question that I'm asking

myself and you're probably asking

yourself is is this the Meltdown is it

time to sell everything I own go to cash

and uh go hunker down in the basement

somewhere or is this the magic setup for

us to make a lot of money we're going to

look at it from a data standpoint now

couple things you have to understand we

are in a debt-based monetary system if

you watch my channel on a regular basis

you know a lot of this stuff but it's

good to hear it again if you don't watch

my channel on a regular basis hit that

subscribe buttton while you're at it so

you don't miss these videos okay so the

world needs liquidity why in a

debt-based monetary system the debt has

to continue to expand the debt never

gets paid the debt only gets refinanced

now we need new debt to roll over the

old debt okay so the world needs that

liquidity that more money in order to

keep that debt rolling over and over and

over okay we understand that now this

chart again I've used it uh quite often

and the reason why is what we can see is

about 75% % of the world's debt right

now doesn't get paid gets bigger as it

rolls over 75% is less than 5 years

meaning about every four years the

majority of the world's debt has to get

more debt to roll it over Okay so we've

got put onto these foure Cycles I've

broken this down many times now the

problem is that and what we've seen

going on is that we're in this what we

call like a liquidity pocket there's

debt that needs to get rolled over the

world needs needs the fed the central

banks the FED of the United States but

other major central banks other major

central banks are the ECB European

Central Bank the boj bank of Japan and

the pboc uh the Chinese Central Bank

those are sort of the major ones and

what we can see is that they need

liquidity because they need to keep

their markets or their debt rolling over

to keep their markets going but the

problem is that we have been the world

has been the FED has been in a

tightening cycle so they wanted to

tighten up the monetary Supply but right

now the other nations of the world

needed to start easing they can get that

liquidity so they can roll that debt

over now what's happening is China

desperately needs this but they can't go

into an easing right now while the FED

is still in tightening the reason why is

that's going to crash their currency the

Yan will plunge same with Japan Japan

desperately needs liquidity but if they

their their their currency is already

crashing we covered all this in another

video we'll link to it down below how

Japan caused all this uh so we'll link

to that if you want to go watch that but

basically Japan's in the same situation

ECB everyone's in the same boat now why

do you think Janet Yellen has made a

couple trips over to China this year

well probably talking about how the US

Treasury is going to work with China to

make sure that they get the liquidity

that they want now what we can see is

that the central banks around the world

are all starting to join in on this

we'll call it regime change going from a

tightening cycle to an easing cycle as a

matter of fact as as of a couple days

ago Britain now joins the rate cut uh

Cut Club and so U now Britain has now

start to cut their rates we can see

Switzerland has cut their rates Canada

cut their rates Sweden cut their rates

the Euro Zone cut their rates UK cut

their rates uh the US is just pausing

New Zealand is pausing Norway is pausing

Australia all right so not everybody is

cut but what's happening is while the

rest of the world is moving the major

central banks mainly China and Japan

have been waiting now Japan couldn't

wait any longer and so Japan forced

their hand by Japan surprising the world

with this rate hike it threw the whole

world to cause this carry trade to

unwind and now it's forcing the FED to

get on board with this now we can see

and we talked about this at the fed's

last meeting Dron pal sort of hinted

that they were going to do it that

they're going to um reverse course start

start loosening at the monetary Supply

so we can start to increase increase

that liquidity now what we can see right

here this is the Fed watch tool and this

basically is like a betting Market it

predicts what's going to happen will the

FED raise or lower rates now what we can

see there's a 100% chance that they will

ease rates at the next meeting as a

matter of fact it's about 5050 56% here

43% here that will see between uh 475 to

500 basis points or 500 to 525 so it's

not really a question of if right now if

this only a question of how big will

this be now why does all this matter

well it matters to understand what is

going on this is not a complete

breakdown and the world's going to die

this is a liquidity pocket and the world

is sort of fighting over and everyone's

waiting for the FED to move now the FED

told us when they're going to move we

can see it in the bet in the betting

markets and we understand what's going

to happen so when we start to look at

this and start to understand this what

we want to do is we want to take this

new information and say has some

something fundamentally changed my

thesis now you know again if you've been

watching my videos for a while since

October of 2022 I made a video said

there's no market crash coming here's

why and all through 2023 I made all

those videos and explained all this so

you're you're pretty caught up in this

but let's just look is the thesis that

we've been talking about for the last

now whatever year and a half is it still

intact or did something fundamentally

change that's what we want to do we

don't want to overtrade on the

information uh not every single piece of

information is something that we need to

use but we want to make sure if it is or

isn't so the question that we want to

ask ourselves uh in the last year and a

half I've been saying there the bull

market is canceled I made a it in August

of 2023 I said the bare Market's

canceled is the bull market is it over

are we still on track we can look at a

couple things so the first thing is to

understand again like I've already said

that we understand the debt has to get

rolled over on a 4year cycle it has to

if you don't print the money if you

don't increase the debt to roll over the

existing debt the whole system comes

crashing down now there's never been a

government ever in current times Lebanon

turkey Argentina Venezuela uh Zimbabwe

or in pastimes that's ever just said

well boys it was a good run while we had

it let's just pack up shop no they will

always print and increase the debt to

roll over the debt always there's never

been a case when they haven't done that

and what we can see as I said it shows

up in that four-year cycle but we can

see it like this so this is the

liquidity cycle right here this is from

Michael how and you can see it moving in

this 4year cycle I use this quite often

now what's important to understand for

us to understand our thesis is to

understand it doesn't move straight

across it oscillates up up and down so

what we want to do is want to understand

where are we in this cycle are we in the

spring the summer the fall or the winter

where are we in the cycle that's a key

piece to understand this thesis now we

can take a look at not only the debt

Cycles the liquidity Cycles like I

showed you but even the business Cycles

are caught up as a matter of fact this

is the ism the Isn sort of tracks this

business cycle for us and we can see

that it's sort of oscillates just like

the chart I was showing you before some

are deeper some are more shallow but I

put these red arrows here to show you

something important and what I'm trying

to show you with these is that this one

this deep one right here that was

2008 now remember I said that uh they

move in foure Cycles so 2008

2012

2016

2020 and 20

24 every four years we see a bottom now

this one was the great financial crash

that's why it was so much deeper this

one was the pandemic when the whole

world got shut down so that's why these

broke deeper but you can see this is

where the trend line is now the reason

why it's important to understand this

right here is that right now remember

summer spring winter fall right now we

are at the bottom of the cycle okay so

what does this mean if we were starting

to see this what we call like a Market

spasm if we were starting to see this

liquidity pocket but it was happening

here or here then we might go o well

maybe the market is done maybe it is

time to roll over so you can see right

here it gets like very spasy at the top

right or here it gets very spasy at the

top so if it was happening right around

here we're like oo this this could be it

this could be the time that it it

crashes doesn't come down but we're not

we're not at the top we're at the very

bottom now of course nothing goes up and

down in a straight line and so we're

seeing that volatility here at the

bottom but where we go is most likely up

from here now there's no guarantee but

if you're an elementary kid and you

understand patterns it's pretty easy to

understand what comes next now for a

more zoomed out view here's another

chart so that was the business cycle but

again the business cycle the debt cycle

they all go together to increase the

liquidity in the world so here's a chart

you've probably seen me use this one

before this is the global liquidity it's

important to understand the global

liquidity and not just the us a lot of

people get stuck into looking at the M2

money apply the FED balance sheet those

are certainly important because you know

the FED sort of dictates the movement of

the rest of the world as I said the

world's waiting on the FED to act

however when we're looking at

Commodities gold oil gas we're looking

at Bitcoin those are Global assets and

even stocks for that matter get money

from across the globe so if we look at

the global Equity what we can see is

from 2010 to 2014 we had an upe now

nothing goes up and down in a straight

line as you can see it went up and down

and up and down and then we had our down

period then we had from 20 March 2015 to

March 2018 up and we our down year

October 2018 to March 22nd down year and

then here October 22nd and we're up why

October 22nd well remember I told you on

my channel go back and look October of

22nd 22 I said there is no market crash

coming and here's why and it's because

this next liquidity cycle started to

pick back up again this is where we're

at in the cycle we're nowhere near the

top if we were at the top of the market

then I'd be concerned if there was

something bigger that changed like for

example um you know the central banks

were not easing for example then maybe

my thesis could change but the fact is

right now nothing has now here's another

chart that I've used if you watch my

channel regularly you've seen this if

you don't watch it regularly again click

on that subscribe button and what we can

see here is uh something very similar

this is also total liquidity and we can

see these blue years as I marked with

these red arrows are the down years

every fourth year now if if you did the

math in your head 2008 2012 2016 2022

2020 2024 every four years that just so

happens to coincide with the four-year

presidential election cycle and the

four-year Bitcoin having cycle and I

showed you the ism business cycle and it

all coordinates on that date and so we

can see that we have one two three good

years and a down year one two three good

years and a down year and so again if

I'm an elementary kid and I can

understand patterns I would expect one

two three good years and then a down

year the problem for most of you guys

not everybody some of you understand it

like I do the problem with most of you

guys is that you're way too zoomed in I

don't even know how many hundreds or

maybe even thousands of messages I've

gotten across social media in the last

week um telling me Oh I caught the dip I

I shorted this I made money on the short

I did I'm like whoa whoa whoa whoa all

that is just way too short term all

that's way too short term like at least

be looking a year out or you know five

years out because again this doesn't

move in a straight line and what happens

is a lot of you are way too zoomed in

you're getting yourself all psyched out

and this is why I say all the time don't

mess this up now what does don't mess

this up mean well what that means is

that we have the biggest opportunity to

build wealth over the next 12 to 15

months right in front of us and as long

as you make a couple of basic moves

you're going to make more money than you

could have imagined however most of you

are going to mess it up because you're

GNA be too zoomed in you're going to

overtrade the situation and you're going

to mess it up but not if you continue to

watching me okay now part of not messing

this up means that we have to understand

where we want to be invested so I use

this chart all the time these are the

50-year technological Revolution Cycles

we know that every one of these dictates

a new place that we need to be investing

and we're in one right now all the

richest people in history got rich

because they built their businesses that

aligned with these Cycles all right so

the last 50 years has been dominated by

Jeff Bezos by Telecom by personal

computers Bill Gates uh and internet

before that right here 1908 the father

of the automobile mass production before

that we had a steel we had Railways we

had oil right and so each one of these

so not messing up means that we're in

the right place which is technology

we're in a technology boom and so the

only place to invest right now is

exploding technology okay so for the

last piece of investing through this

Tech cycle again if you watch the

channel regularly you've seen this again

so about every 50 years there's this

cycle and we're in one right now but

what does that mean exactly right

because invested in Tech is a pretty

broad term well let's just look at a

couple things so first of all is our

thesis let's just go back to is it still

a good time to be putting money in the

market now this is the S&P 500 and the

reason why I just want to start with

this real quickly is this is going back

a couple of years here and we can see by

this green line sort of this trend line

and this is not really Advanced

technical analysis but you can see this

trend line and the reason why I show

this to you is that the market structure

is basically holding up we're bouncing

right here and so we did drop through

here but the structure has been holding

up we're bouncing here right now and so

no our Thief didn't change uh the

liquidity is coming the bank the Britain

the bank Bank of Britain is is switching

positions the FED is going to switch

here in a in uh in next month we can see

the same thing with Bitcoin you know is

Bitcoin going to plunge down to zero

like Peter shift says it is well again

some rough ta but we drew a line here

and we can see I mean it was it was

cheap right here we told you to buy um

it got a little overextended and now

it's bouncing right here and it's going

back up so everything is still on on

Pace to go back up now what we can see

though is that when it comes to

investing our money we can see that the

talked about this many times the real

rate of return that we need to beat

isn't inflation it's not CPI not

Consumer Price Index it's the rate of

monetary expansion or or the the rate of

liquidity rising and what we can see

here in this chart is that the blue line

is the rate of liquidity Global

liquidity Rising the white line is the

price is is Bitcoin and gold and what we

can see is that gold moves at about

1.45 times liquidity so for every 10%

increase in liquidity gold goes up by

about 4 14% for every 10% in liquidity

we know that Bitcoin goes up at 8.9

times or roughly

90% And so if we're trying to beat about

12 to 15% hurdle rate gold could do a

pretty good job of keeping us you know

from drowning keeping our head above

water but if we really want to make

money we want to be in Bitcoin

technology and things like that and so

you know I'm talking about Bitcoin I'm

talking about Bitcoin 2.0 Bitcoin and

Bitcoin proxies and the combination of

that in conjunction with AI it's massive

now a lot of people think they've missed

the boom right here but we are right

here at this point and we are about to

witness the largest piece of growth and

not actually the safest piece of growth

at the same time so don't get shaking

out this is not a change in thesis this

is just a liquidity pocket right uh in

my opinion this is a gift it's a setup

and if you got a chance to buy some

$50,000 Bitcoin or some of these AI

stocks in the last couple days you are

going to be re wed just wait 12 more

months and it's all going to blow up now

if you want to know the exact plays that

I'm buying and how I'm measuring these

and what do I mean by Bitcoin 2.0 and

crypto um then you might just want to

watch this other video that I have up

right here go ahead and check that out

otherwise leave me a comment let me you

think about the video I you to think

about the thesis uh maybe you think your

thesis has changed I'd love to hear it

um give me a thumbs up if you like it if

you don't give me a thumbs down that's

okay but at least like I said leave a

comment and tell me why subscribe if

you're not already subscribed watch that

other video and uh that's what I got to

your success I'm out