Wealthion - Be Financially Resilient Wealthion’s Best Of 2024: Henrik Zeberg
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Dec 31, 2024 In this engaging discussion, Henrik Zeberg, an expert on business cycles and market analysis, shares valuable insights with host Anthony Scaramucci. They dissect key economic indicators, forecasting a more pessimistic economic climate. The conversation touches on the potential inflationary threats looming for 2025, while addressing the rise of asset bubbles in sectors like cryptocurrencies and NFTs. Zeberg juxtaposes aggressive versus conservative investment strategies, underscoring the importance of preparedness in today's chaotic market.
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Business Cycle Analysis
- Henrik Zeberg's business cycle analysis uses leading, coincident, and lagging indicators.
- He observes a 24-month decline in leading indicators, similar to pre-2008, and emerging lagging indicator weakness.
Inflation and Deflation
- Current deflationary forces are in control, evidenced by weak consumer spending.
- Inflation could become a problem in late 2025 or 2026, potentially leading to stagflation.
Everything Bubble
- The current market isn't experiencing multiple bubbles, but one large "everything bubble" fueled by easy money.
- This bubble includes crypto, AI, and other overvalued assets.