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2008: Insights into the Economy, Markets, the Everything Bubble and Income Investing: The Outlook for Credit Spreads in 2023 with David Hay
Today, Jason discusses his recent trip to Budapest, Hungary and yacht week in Greece. He believes the Fed must pivot and lower interest rates and increased housing affordability will lead to a rebound in the housing market. The majority of investors are buying properties and taking more control over their finances by using the hybrid self-management approach he recommends to his exclusive group Empowered Investor Pro.
And in this episode Jason welcomes David Hay, financial advisor and chief investment officer of https://evergreengavekal.com/ giving a macro outlook on today's economy. David shares deep insights into the economy, markets, and income investing. With a focus on generating cash flow from investments, their expertise lies in income generation. Hay believes we're on the verge of a major credit spread expansion, which is crucial for financial markets and the economy. Credit spreads, the difference between government and corporate bond yields, widened significantly last year, negatively impacting balanced portfolios. While credit spreads narrowed and led to a rally, Hay predicts another widening due to rising bankruptcy and tightening lending standards. Understanding credit spreads can provide buying opportunities and higher yields in the future, despite market timing challenges.
Key Takeaways:
Jason's editorial
1:29 Traveling to Budapest
2:34 We're having a macro outlook at our economy and when the FED pivots
4:25 Empowered Investor Pro and the hybrid approach to property management
David Hay interview
5:47 Introducing David Hay of https://evergreengavekal.com/
6:43 Major credit spread expansion and defaulting Junk bonds
13:09 Bubble 3.0 - the commercial space meltdown
15:24 Dicing up the corporate bankruptcies
17:51 What is the FED going to do
19:00 Emerging markets, interest rates and the QE markets
22:49 "Greenflation" is incredibly inflationary
24:15 De-globalization and inflationary pressures and the current housing shortage issues
27:05 Pivoting the FED, the debt ceiling distraction and the 4 Fs scenario
29:12 The oncoming train wreck this second half of 2023, the tsunami after the tsunami
33:24 Kicking the 'can' down the road- indefinitely
Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/
Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/
Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund
CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect
Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals
Special Offer from Ron LeGrand: https://JasonHartman.com/Ron
Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
View all episodes
By Jason Hartman
4.5
513513 ratings
Today, Jason discusses his recent trip to Budapest, Hungary and yacht week in Greece. He believes the Fed must pivot and lower interest rates and increased housing affordability will lead to a rebound in the housing market. The majority of investors are buying properties and taking more control over their finances by using the hybrid self-management approach he recommends to his exclusive group Empowered Investor Pro.
And in this episode Jason welcomes David Hay, financial advisor and chief investment officer of https://evergreengavekal.com/ giving a macro outlook on today's economy. David shares deep insights into the economy, markets, and income investing. With a focus on generating cash flow from investments, their expertise lies in income generation. Hay believes we're on the verge of a major credit spread expansion, which is crucial for financial markets and the economy. Credit spreads, the difference between government and corporate bond yields, widened significantly last year, negatively impacting balanced portfolios. While credit spreads narrowed and led to a rally, Hay predicts another widening due to rising bankruptcy and tightening lending standards. Understanding credit spreads can provide buying opportunities and higher yields in the future, despite market timing challenges.
Key Takeaways:
Jason's editorial
1:29 Traveling to Budapest
2:34 We're having a macro outlook at our economy and when the FED pivots
4:25 Empowered Investor Pro and the hybrid approach to property management
David Hay interview
5:47 Introducing David Hay of https://evergreengavekal.com/
6:43 Major credit spread expansion and defaulting Junk bonds
13:09 Bubble 3.0 - the commercial space meltdown
15:24 Dicing up the corporate bankruptcies
17:51 What is the FED going to do
19:00 Emerging markets, interest rates and the QE markets
22:49 "Greenflation" is incredibly inflationary
24:15 De-globalization and inflationary pressures and the current housing shortage issues
27:05 Pivoting the FED, the debt ceiling distraction and the 4 Fs scenario
29:12 The oncoming train wreck this second half of 2023, the tsunami after the tsunami
33:24 Kicking the 'can' down the road- indefinitely
Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/
Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/
Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund
CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect
Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals
Special Offer from Ron LeGrand: https://JasonHartman.com/Ron
Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
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