Billionaire Chamath Palihapitiya predicts a revival of the American balance and an inflow of new capital to the US.
In a new episode of the All-in Podcast, Palihapitiya says topical predictions Of the American economy are overly negative and do not take into account the possible development of two events.
According to Palihapitiya, President Trump’s rates are probably on schedule to contribute an extra $ 300 billion in receipts to the current account of the American government in what he says is a great positive one for the economy.
Investor says that when invoicing the probability of at least 100 basic points in the cut of the FED rate, the US is also on schedule to also save $ 300 billion – which means that a total of $ 600 billion in turnover stimulates to the United States, causing a major leap to general confidence in the American economy and markets.
“We all thought this was a bogeyman that you were not allowed to touch, and if you have touched the stove, you will be burned. The mathematical reality is that this will actually work much better for us than we expected, and it will come somewhere in the range of $ 300 to $ 400 billion in extra income per year. That is a huge victory.
So why is that important? That will set this next Cataclysmic thing that we will see for the next 60 days, what is, what does Jerome Powell do? If Jerome Powell continues to be politicized, his stimulus will be to keep the interest rates where they are.
If Jerome Powell looks at the circumstances on the ground, especially when you start to see inflation in the Lage 2S and 2.0 approaching, the real thing is that he will be under enormous pressure to justify: “Why don’t you cut?”
And to just give you an idea of how important that is, if we cut a hundred basic points, that is another $ 300 billion. In that case that is not money that we come in, but it is money that we don’t have to spend.
So if you add these two things together, we will be in the next 60 days and we have to rearrange the American balance where this is, or we will actually be able to predict an extra $ 600 billion extra – $ 300 billion in incremental turnover and $ 300 billion in savings.
If that happens, watch out. It means that every risky dollar will run to America. Everyone. Forget Japan, forget Europe, there is no place to place your money except the United States. “
https://www.youtube.com/watch?v=Qergcnucqis
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