Replay of Market Update - April 2023
This Market Update was recorded on April 18th, 2023, with Jason and Ezra. We discuss various topics, including market performance, interest rates, and the U.S. dollar.
A shortened recap video is available below, along with the full-length version for those wanting further context.
Market Update Recap Version
(minutes: seconds ... chapters)
0:02 … Market Performance Q1
1:00 … P/E Ratio S&P
1:20 … Valuations
1:44 … Yield Curve & Treasuries
2:20 … Interest Rates & Bonds
2:52 … Unemployment Rate
3:25 … Recession Indicators
4:21 … U.S. Dollar Index
5:15 … Dollar Hegemony
5:41 … International Markets
6:22 … Regulatory
Market Update Full Version
(minutes: seconds ... chapters)
00:00 … Disclosure Statement
00:17 … Welcome Intro
01:22 … Market Performance
04:26 … P/E Ratio & Evaluation
07:39 … Treasury Yield Curve
14:28 … Bonds to Diversify
16:39 … Unemployment Rate
17:23 … Recession Indicators
19:46 … Banking Sector Stress
24:25 … US Dollar Hegemony
26:53 … Dollars, Yuan & Global Transactions
28:21 … International Investments
29:45 … Time to Diversify
32:13 … BRICS and Metals
34:30 … Earnings Down, Markets Up
36:50 … Savings Rates & Interest
39:16 … Compound Interest
40:30 … Held to Maturity
42:58 … Feedback Welcome
43:08 … Regulatory
Video: V23109017 & Post: V23108016.