Liwa Capital Advisors was founded in 2017 and follows the same diversification and manager selection principles that preserved and grew soverign wealth funds' capital over the last 30 years. As early investors to the world's premier funds, we bring unique understanding and access to a wide variety of investment strategies.
Liwa Core Fund, which allocates to Bridgewater Associates' strategies and Liwa Future Generation Fund, and endowment style multi manager fund, bring to bear our collective investment experience during numerous global economic cycles.
We bring exceptional insights to our partnerships with international investors, delivering the knowledge to navigate an ever changing economic environment.
he always gives his lectures about monetary policy and the tools that the federal bank has. But he never dives into fiscal policy and congress and government spending and taxation . It’s the wasteful nonproductive spending by government that has been non sustainable and generating economic chaos in the markets and the economy . But he does not know about it or he is afraid to say or speak about it .
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
Recently, I've been considering the possibility of speaking with consultants. I need guidance because I'm an adult, but I'm not sure if their services would be all that helpful.
I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, Amber Dawn Brummit turned out to be better and smarter than all the advisors I ever worked with till date, I’ve never met anyone with as much conviction.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
Fight Digital Money in any forum . Life does not promise you Electric Power or the Internet . Buy Gold and Silver . Stack something , Even Copper , Nickle and other Metals , Heck buy a Metal Detector just as Insurance to feed your family . Characteristics of sound money , You know where your Gold is .
⛔ Could not find **Add a comment** button. Here is the entire summary: ```markdown 🎯 Key Takeaways for quick navigation: 00:00 📜 *Economic and Investment Principles Overview* - Ray Dalio shares his systematic approach to decision-making and the importance of documenting principles. 01:51 🔄 *Economic Overview: Perpetual Motion Machine* - Describes the economy as a perpetual motion machine with four big forces, three equilibriums, and two levers. - Discusses productivity as the key force, short-term and long-term debt cycles, and the impact of central bank actions. - Highlights the role of politics, both internal and external, in influencing economic cycles. 05:22 🔄 *Short-term Debt Cycle* - Explains the short-term debt cycle involving recession, central bank intervention, credit creation, and subsequent debt. - Discusses market cycles linked to short-term debt cycles. 06:31 🔄 *Long-term Debt Cycle* - Explores the long-term debt cycle, accumulation of short-term cycles, and the need for central banks to stimulate. - Describes the end of the long-term debt cycle, leading to quantitative easing and potential limitations. 07:56 🌐 *Geopolitical Cycle and Wealth Gap* - Discusses the wealth gap caused by economic cycles, technology, and globalization. - Highlights the impact of wealth gap on politics, leading to populism. - Examines the rising power of China challenging the existing power (U.S.) in a geopolitical cycle. 09:02 ⚖ *Three Equilibriums* - Emphasizes the importance of balancing debt growth with income growth, maintaining optimal economic capacity utilization, and the relationship between equity, bond, and cash returns. - Stresses the role of these equilibriums in shaping economic conditions and influencing central bank policies. 12:32 🎚 *Monetary and Fiscal Policy Levers* - Describes monetary and fiscal policy as levers to control economic cycles. - Explains how adjustments in monetary policy influence debt growth, capacity utilization, and returns on financial assets. - Illustrates the perpetual motion of the economy through these levers. 13:00 📊 *Charts: Productivity and Short-term Debt Cycle* - Presents charts depicting the historical trend of productivity and the current phase of the short-term debt cycle. - Discusses the implications of productivity decline in the later stages of the long-term debt cycle. 16:40 💰 *Debt Crisis Comparison (1900 to Present)* - Compares the current economic situation to historical debt crises, emphasizing similarities in central bank responses and market reactions. - Examines the impact of debt crises on central bank balance sheets and monetary policy. 18:05 📉 *Unfunded Liabilities and Golden Age of Capitalism* - Discusses unfunded liabilities, including pension and healthcare, and their potential impact on economic conditions. - Explores the golden age of capitalism, marked by increased profit margins, technological efficiency, and globalization. 20:02 🌐 *Wealth Gap and Populism* - Examines the widening wealth gap and its connection to profit margins, taxation, and political polarization. - Highlights the emergence of populism and its implications for economic and market dynamics. 21:40 🔀 *Political Landscape and Entrenched Conflict* - Analyzes the current political landscape, showcasing the increasing conservatism of Republicans and liberalism of Democrats. - Illustrates the entrenched conflict in voting patterns along party lines, indicating heightened political polarization. 23:44 🌍 *Market Analysis: Late Business Cycle and Political Impact* - Late business cycle and political impact on markets, - Europe entering elections, potential movement to political extremes, impact on capital flows. 26:02 🌐 *China's Increasing Global Influence* - China's rising influence in the global environment, - Comparison of United States and China in terms of output, equity market cap, and debt securities outstanding. 27:09 📊 *Factors Influencing World Reserve Currencies* - Factors influencing the rise and decline of world reserve currencies, - Research on the cycles of reserve currencies and the six main factors determining a country's power. 30:10 💹 *Investment Principles and Economic Overview* - Investment principles and economic overview, - Theoretical value of investments, asset classes outperforming cash, and principles related to return streams. 32:41 📉 *Risk Reduction through Diversification* - Importance of diversification in risk reduction, - Two types of return streams: beta and alpha, and the significance of having uncorrelated return streams. 38:29 🔄 *The Holy Grail of Investing: Diversification* - The Holy Grail of investing: achieving diversification, - Significance of having 10, 15, or more good uncorrelated investments for improving return to risk ratio. Made with HARPA AI ```
This is truly helping keen individuals by teaching us how to fish. Could we please get access to the powerpoint in the video? The camera angle obstructs a lot of it.
Mr Ray also mentiones in this class " diversified investment strategy can increase the return on investment and reduce the risk of investment. For diversified investment strategies, you have mentioned two main methods in this class, One is the Beta return stream and the other one is the Alpha return stream. I understand Beta's strategy, but you mentioned very little about Alpha's strategy plan in this class. I want to know why you call Alpha's diversified strategy as a kind of gambling plan? Thank you. Vivian Zhang
In this class, Mr Ray talked a lot of investment principles in this course. In these contents, you have also mentioned fiscal policy however, the information provided for this piece of content is limited. I am wondering now: whether there would opportunities in the future to expand on this topic? Thank you Vivian Zhang
Thanks to Mr Ray for teaching, it is really a course that I enjoys. This is course on "investment thinking" and giving investment principles learning couse. Through this class, I learned about some principles and methods of how investing. Regarding the " quantitative easing ", and "a tight monetary policy" mentioned in this class, I would like to ask a question about it: you mentioned in the course that a tight monetary policy can only be used in two circumstances: 1, a relatively high operating costs. 2, a lower level of unemployment. I don not understand why monetary tightening policy is still used in "a lower level of unemployment situation. Vivian Zhang
Hi Ray, the content of your class is wonderful, however, the writings on the blackboard and the lecture content written on the blackboard can not be seen in this video. I wish I am able to see the lecture content on the blackboard. 😔 Vivia Zhang
Investing in the stock market has HISTORICALLY provided higher returns than other forms of investment. According to Morningstar, the average annual return for the S&P 500 index, which measures the performance of 500 large-cap stocks, was approximately 10% from 1926 to 2020.
Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over $610k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look.
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
The adviser I'm in touch with is "Camille Alicia Garcia" she works with Merrill, Pierce, Smith incorporated and interviewed on CNBC Television. You can use something else, for me her strategy works hence my result. she provides entry and exit point for the securities I focus on.
I just looked up Camille online and researched her accreditation. She seem very proficient, I wrote her detailing my Fin-market goals and scheduled a call.
I am experiencing one of the most challenging phases of my life... Lost a fortune lnvesting in emerging companies. How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.
Yes, a good number of folks are raking in huge 6 figure gains in this downtrend, but such strategies are mostly successfully executed by folks with in depth market knowledge
I agree, based on personal experience with an investment advisor, I currently have $985k in a diversified portfolio with exponential growth. It's not only about having money to invest in stocks, but you also need to be knowledgeable.
My advisor is *Alicia Estela Cabouli* With the help of google you can book an appointment. She has a wealth of experience in the financial market gained over several years.
Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé
Yes rigth, but people dont understand, they just buy every sector and call it done. They dont understand rates, devaluations of the USD for example nothing. They dont edge thats the problem and what you arr saying
Knowledge changes belief. Not everyone shares knowledge free. Hope we learn from these legendary people. Thank you Dalio I am learning invaluable lessons. We need more people like you. Wish you all the best.
This is financial advice and I never give financial advice: DONT LEAVE DURING THE BEAR. If you don’t want to invest…learn. If you don’t want to learn…build. If you don’t want to build observe. DO SOMETHING…other than leave. There is so much opportunity here. Take advantage!
I think people need to learn edging, if you are scared of downturm book profits and left lets say 50% in the market, and now we have a place to park it in T billls so i say edge the market with cash and the usd with commodities. ... but people like to have fun and Fomo so, people have what they deserve
I admire the financial independence of people, But you can live better if you work a little more. After watching this I think there are people out there, on the extreme, who plan to die early just to be able to retire early. To each their own but to me, retirement isn't just about not having to work, it's about having the freedom to do whatever you might reasonably want, such as travel, buying things, enjoying life, etc. I don't think I could retire with less than $3m in income-generating investments, maybe $2m at the very minimum. I plan to work until I'm at least 45
Nobody knows anything, you need to create your own process, manage risk and stick to the plan, through thick or thin while also continuously learning from mistakes and improving
@@ThomasWilliam-sw8ms Having an investment adviser is the best way to go about the market right now, especially for near-retirees, I've been in touch with a coach for a while now mostly cause I lack the depth knowledge and mental fortitude to deal with these recurring market conditions, I netted over $220K during this dip, that made it clear there's more to the market that we avg joes don't know
Pa media na.lang ninyo ako sabihin ninyi lahat pina sabog ko ko ungblaro ng treade nayan pakulong ninyo tutal sirq na buhay ko sirain ko nalang ng husto sarang sira na sa gianwa ninyong lahat sa pqg husga sa nuhay ko dahil aa laro nayan na binigay sa buhay kong kakahiyan nayan wala na akong kuwenta g tao sa pqg sira ninyo sa buhay ko wala na ako kuwebta si ira ninyong lahat sa kakahiyan hd ninyo ako oinalamin sinira ninyo buhya ko masaya na kayong lahat ng mga mang lalaro ng treade nayan. husgahn ninyo ako naapiktohqn utak sa gibawa ninyong lahat
Everyone was living in the stone age until Christianity in Victorian England. They were the first civilisation to ban slavery and invent flushing toilets, sewerage, penicillin and showers amongst many other things.
I appreciate your approach to teaching.. To my understanding this just proves how much we need an edge as investors because playing the market like everyone else just isn’t good enough, we just need to hold onto our hopes and wait to see how things turn out because market movements are almost always unpredictable. In my portfolio, I'm noticing more red than green.
As with an my big financial decision, it’s important to keep your guard’s up for economic risks. However, smart planning, time management and seeking advise from a financial adviser can help keep you and your money safe
@@valeriepierre9778 Yes i agree and right now the markets are going berserk right now. This is the best time to watch them, get to know them better, and strike when the opportunity presents itself. I learned that from my mentor, “JULIA ANN FINNICUM” she's seen dozens of market cycles over the past few decades, and she has a feel for how they move, why they move, and what comes next.
I regret not having the mental capacity to research each company's performance and determine whether now is a good time to buy stocks or not. My $450,000 reserve is being wiped out by inflation, and I'm not sure what to do at this point, to be honest. You should find a mentor or an experienced advisor to help you, particularly during this recession.
I agree, which is why I prefer having an investment coach handle my day-to-day decisions. Given that their entire skill set revolves around using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, coupled with the unique information and analysis they have, it is virtually impossible for them to underperform. I've been using an investment coach for more than two years and have made over $1.5 million.
@@stevensmiddlemass2072 I've been considering it; I've been holding onto a number of stocks that are falling in value and am unsure whether to maintain them or sell them. I believe your expertise as an investment coach could help me with portfolio restructuring.
@@ConradGosling Sure, the inv-coach that guides me is STACIE KRISTAL WEBER, she popular and has quite a following, so it shouldn't be a hassle to find her, just search her.
@@stevensmiddlemass2072 Stacie really seem to know her stuff. I found her website, read through her resume, educational background, qualifications and it was really impressive. She is a fiduciary who will act in my best interest. So, I booked a session with her.
The right investment can get you ahead in no time.Determining the best stocks to buy isn't an easy task, investors must first understand what they want out of their investment portfolio.. the right stocks can make anyone wealthy.
@Paul Nolan investing needs not be complicated, Investing with little education can only result to losses. I've also made some bad decisions in buying the wrong stocks until i had the guide of my account coach Frost Hilda who shored up my portfolio with outperforming stocks that has effectively increased my portfolio performance and helped build a portfolio that has cleared all my debt with huge profits through trading.
Debbie it’s been Rewarding! my earnings and my portfolio has grown rapidly. It's been 3 years with he’s system, Look him up, his name and business socials link in,as a trading coach and financial advisory. a valuable resource, for anyone looking to navigate the financial market easily, My portfolio looks solid than ever.
Boring Cycle that always dictated by the US is gonna end soon. There will be no more stupid principles like this where the rest of the world has to obey and do good boy things as FED told every words. We dont care how US economy recess or get fxxk any more!!
Also just boring , plain software as a service companies - that will generate Billions in future cash flow are trading cheaply, it’s the best boring in venture, and some funds are extremely good at just this niche in SaaS - the next sales force will probably be born this decade!!
100% agree, most of the “fluff” companies will fail and this economic down period 2022 to ? Will be the 10X opportunity for venture investing, especially with the advanced in Transformer architecture and large language learning models, I think this might be a inflection point for AI
Thanks learning a lot as always. It’s also interesting that Venture, the asset class was inflated due to rates /liquidity - it’s also interesting Sequoia Capital only returned $50M on $800M for the UC system since 2018, which was low. As a young student who has pitched to firms I was surprised because Seq was full of incredibly smart folks, I can only imagine what other venture funds will return especially those that end their fund life post 2023 - esp with the markdowns.
Ms. Eline it's not correct what u said. If arab wouldn't have understood then how they able to cover maximum part of essential supply (oil ) to the world . Arabs always proves they are the best in the world with the kind of resources they have in place. Ex. Shk Md. Bin rashid al maktoom (ruler of dubai)
@@vsandeepsrknec12 there are 2 billion Arabs. All arabs countries are below the average worldwide income per capita. Arabs countries are the poorest in the world and only a very selected few have money. If you cant read data, stfu.
