Episode description
Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors.
Is this the endgame? This is the central theme of today's episode. Further, we dive into Itay's outlook on 2023 and beyond. This episode is also very chart heavy. What are the charts telling us?
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Timestamps:
0:00 Intro
7:55 How Itay Got Here
8:50 Itay's Crypto Experience
10:20 Inputs on Terra/LUNA
12:42 Itay's Sentiment
14:00 History of the Macro Environment
17:42 Global Central Bank Policy Rate
22:30 U.S. Fed Balance Sheet
26:00 Everything That Broke
30:21 Nasdaq-100 Index & Fed Balance Sheet
33:00 Pandemic Support Programs
34:00 U.S. Personal Savings Rate
35:00 U.S. M2
36:40 Where Are We Now?
39:55 Inflation
42:25 Retail Sales & Non-Farm Payrolls
44:40 Housing
47:30 2023
54:37 The Last Dance?
1:04:00 Possible Outcomes
1:13:30 Demographics
1:18:00 Bull Market Mid-2023
1:19:00 The Dollar
1:22:40 Itay's Advice & Closing
1:25:40 Disclaimers
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Resources:
Itay Vinik
https://www.linkedin.com/in/itayvinik/
Devil Take the Hindmost: A History of Financial Speculation
https://www.goodreads.com/en/book/show/91360.Devil_Take_the_Hindmost
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
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