Investing & The Global Economy - Live Q&A

Do you have a question that you would like to ask Ramin? Well, this is your chance! You can ask Ramin anything about investing or the global economy and Ramin will answer your questions live at 7pm UK time on Thursday the 5th of May 2022.

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Timestamps
00:00 Introduction
02:53 If CPI next week is higher than expected, should we expect 2 year treasury yields to go up or down? What about 10 year treasury yields?
6:50 BlackRock World ex UK Equity Index Tracker vs BlackRock Currency Hedged MSCI World Index for a 22 year olds pension?
09:54 Where does the money come from that pays the coupon on gilts/gov bonds?
14:06 What would be a good way to position our portfolio now if we knew that China will invade Taiwan in a few months (on the top of a potential recession)? What assets should do ok in that environment?
17:22 Really tempted to switch a significant part of my investments to XLE. Why wouldn't I?
23:11 Explain why the markets keep falling every day at the moment? Down 4% only today and 15% since Jan. and what to do, if anything?
29:29 UK interest rate is expected to reach over 2% next year. At what point do you think real estate prices will start dropping to reflect mortgage rate increase?
34:04 ​Fair value best definition and why?
41:04 ​As western governments confiscate people's bank accounts who disagree with them (ie Trudeau in Canada with the truckers), would it be better to invest in physical gold and bitcoin?
43:56 ​What drives the yields on long term bonds?
47:06 How can you know when bond ETFs are cheap?
50:29 ​Investment consultants are pushing Factor analyst to Global Funds others push CROCI or Moat size. How to correlate these measures against performance?
53:39 Are you still feeling positive about the backdrop for stocks this year or things like the war, economic turns, rates etc make you feel less positive?
59:06 When Andrew Bailey said no one should ask for pay rises whilst he earns a fortune to make a decision by a panel... Why wasn’t he sacked for being out of touch?
This Is What Else PensionCraft Offers:
📰 Sign up to our free weekly market roundup to get news and views about what's going on in the stock market and wider economy https://pensioncraft.com/market-roundup/
💡 Book a Power Hour with Ramin so he can answer your questions in a one-to-one coaching session via a video call: https://pensioncraft.com/power-hour/
📖 Understand investment in more depth with my online courses https://pensioncraft.com/courses-we-offer/
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Where Else You Can Find Me
🌐 Website - https://pensioncraft.com/
🎧You can check out my weekly podcast all about investing here https://many-happy-returns.captivate.fm/listen
📱 Twitter - https://twitter.com/PensionCraft
👨 Facebook - https://www.facebook.com/pensioncraft/
🔗 Linkedin - https://www.linkedin.com/company/pensioncraft

Tools I Use To Create My Videos
✔️ My primary data source is SharePad and an affiliate link for this is here https://sharescope.co.uk/pensioncraftsp (This link provides new users with a special offer and gives me a small commission)
The rest of the tools I use are free open source software:
✔️ ggplot2 package in R for my plots
✔️ RStudio to edit and run R code
✔️ OBS to record my videos and live streams
✔️ Kdenlive to edit my videos

Take A Look At Some Of My Other Videos & Playlists
📹 Investment Strategies playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7Tci3mKU21drdoRFoNmIVbDd
📹 Economy & Investing playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TcRVeX3peMN1UF-NRCIFsM2
📹 Behavioural Investing playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TfwB8Gt65VfbgP4YMW_ctYE
📹 Investing Strategies From Beginners To Advanced video https://youtu.be/IY86PS2ow74

DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

#QandA #Investing #PensionCraft

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