US Government Credit Rating Downgraded – Andy Tanner, Noah Davidson, Corey Halliday
Host Andy Tanner, along with Corey Halliday and Noah Davidson, dissect the recent downgrade of the U.S.'s credit rating from AAA, discussing its implications and what it means for investors. They cover the significance of credit rating in terms of risk and borrowing, the history of U.S. credit ratings, and the role of credit rating agencies.
The conversation also touches on how this downgrade impacts the bond market, explores the concept of 'risk-free' investments, and debates the long-term sustainability of U.S. debt and the potential effects on the economy and investors. Additionally, they offer insights on how investors can protect themselves in turbulent markets, highlighting the importance of understanding monetary policy and risk management strategies.
Why Watch?
– Insightful Analysis: Get expert insights into the implications of the U.S. credit rating downgrade and its potential impact on the markets and investment strategies.
– Strategies for Investors: Discover how seasoned investors are thinking about risk management, asset allocation, and opportunities in a world where the risk-free benchmark is questioned.
– Educational Value: Learn about the mechanics of credit ratings, the significance of the downgrade, and how such economic indicators influence investment decisions.
00:00 Introduction
01:17 Understanding the Impact of U.S. Credit Rating Downgrade
03:33 Historical Context and Market Reactions to Downgrades
06:18 Monetary Policy, Fiscal Policy, and the Role of Congress
14:35 The Sustainability of U.S. Debt and Fiscal Policies
19:49 Warren Buffett's Investment Strategy Amidst Economic Uncertainty
24:36 The Everything Bubble: Risk Management and Investment Strategies
31:51 The Importance of Education in Navigating Financial Uncertainty
35:18 Mastering Risk Management in Options Trading
36:30 The Art of Delta Neutral: Balancing Bullish and Bearish Bets
37:14 Investment Wisdom from Warren Buffett: Spotting Value in the Market
41:17 Navigating Market Turbulence: Strategies for Risk and Opportunity
45:26 Understanding Modern Monetary Theory and Its Critics
53:36 The Importance of Risk Management and Asset Ownership
In a world where traditional financial norms are constantly challenged, this episode serves as a crucial guide for investors looking to navigate the complexities of investing after the U.S. credit rating downgrade. Whether you're a seasoned investor or just starting, the insights and strategies shared by Andy, Corey, and Noah offer valuable lessons on risk assessment, investment strategy, and the importance of staying informed.
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Disclaimer: The information provided in this video is for educational and informational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any financial instrument or engage in any financial activity.
The content presented here is based on the speaker's personal opinions and research, which may not always be accurate or up-to-date. Financial markets and investments carry inherent risks, and individuals should conduct their own research and seek professional advice before making any financial decisions.
First! Hi Andy!
The debt downgrade occurred back in August, and market already priced that in ages ago. This video would only be relevant if the downgraded US debt again today.
Hmm 🤔🤔🤔 = The Government Numbers 😂😂
It should be junk rating. That debt will never be repaid and the country will most likely go bankrupt soon.
Just as expected. The puppet master banksters have been made very happy.
My instinct is… zero course correction in 2023 has tipped the balance: the US [after real inflation gets factored in] has tripped into negative territory regarding marginal productivity of debt. About this time next year when the final 2024 report is in hand, there are going to be some jaw dropping revisions. Anyone not familiar with what going negative means its this: for every dollar uncle sam borrows, it causes loss in growth. Keep in mind of course one of the government accounting tricks is an automatic assumption is made in government borrowing: it gets counted as “real” economic activity and gets added to gdp, no matter what – zero uestions asked. The nation has been… taterized.
Can we get Andy’s mic adjusted, hard to hear him compared to Corey & Noah. Thanks!
A little camp don’t you think! Yesterday’s news!