5 Burst results for "Rian Flation"

"rian flation" Discussed on Cloudbase Mayhem Podcast

Cloudbase Mayhem Podcast

06:57 min | 2 months ago

"rian flation" Discussed on Cloudbase Mayhem Podcast

"Inegalitarian spent ages like you look at dusk the universe you reviews like Scott this news. The Ian. Testing. And the lightest. are undoubtedly becoming more and more safe if you do nothing. But I think the problem is as we stuff. We try and control like lighter. We make bad decisions and we misjudged distance. So I don't think passive safety while desirable and it's great that it still improving and you get credence performance with it I don't think positive safety, the peak safe and Stefan. Bernhard. On a recent podcasts who was talking about that I think he's used to train pilots don't need. Safeguards. Alex Alex. Robie said the same thing I mean I think that? Yeah, and that in the in the classifications are Al. we have talked about that stuff to death I mean it's you really very much go from. As Theo shows his videos you know. Hands up and it will recover too. It's a whole different animal and then that's not gonNa work and It requires very different skills but yeah, I think it's I. Think again, it's more important to know who we are and how we react then. You're relying on something like passive safety. You know what kind of pilot WanNa be absolutely, and like you say the glider is not the problem. It's great that it says it's us. That's the problem. We make decisions weekday the. and. I think. So I mean we WANNA keep flying. We don't want to be ourselves sticks like you said the question is is how do you? How do you then constructively knowing that you ought to problem? and. I think. I'm a massive. OCTA cket of SSD. Oh pilotage or whatever you want to quit it by saying. I think the way you find out the kind of pilot you are and I think the way you train reactions underway way you understand is you have to feel stuff. So. I've been trying to as much. As possible because I. Try Try drive the process. Why Preach? And I think the bits that are really valuable I've done equalises other once a junkie pretty with with modern and flight and fly you. And I've messed about over very. Lakes and occasionally hard grounds. and. The bits that really valuable in the I think on complicated so. Then Not Stolz you know they're not spins teased to be able to spend to get rid of a cravat but understanding the power of the greater. Understanding how to get out auto rotation. Understanding when you know got control. Those. Are The things that I think you need to gain from it and the huge scale of yes. IV instructor a that's why they asked on. So sensitively because it has to build confidence, the heat skill is getting you to understand these things without scaring you wit. Yes and that takes time training a really doesn't ns IV West someone comes out. Scott is a completely pointless experience. And that's GONNA make somebody freeze more. Utterly. Convinced about. But You Know I. I lost a friend last year he was a relatively new pilots and. He died because he wasn't able to correct or rotation. A GLIDER Slang Greater TUSSOCK safety how to collapse when it order rotation. And he was fresh out of school, you know how the and he was someone who would have turned he would've done sap you would have is behind the had the opportunity to do that. And that's what we come back to what was saying about beginning of training being far far. Too, short I mean hostage in on some whites to lend it is but we have unbelievably come out keep learning and I'm really desperate. Need pilots to DC courses in the right way with right instructor. And to learn how to come to rotation if my friend had been able to just pull the opposite brake hard enough and now. I am convinced that he would still be alive. Of course. Yeah, for sure. Yeah and I mean that's that's one of the big subjects with this search and rescue that I was on for Kiwi, and still in. Hopefully. This information will change by the time. This show goes up as of Sunday the fifth. September when you're talking, he's still vanished. So it's been two weeks in a day. You know there was just very little clues other than you know his last pain was fourteen, thousand, five hundred feet, and then everything just went dark. So no radio no in reach no more no more tracking obviously, no SOS no messages and so you start when you when you really really search, it was quite dense. So people can piss disappear and dense stuff as we. See all the time and and the Alps and Vijay and you know people go through the canopy and just vanished but so that that certainly could have happened but you start to you start to put together. Okay. Will you know what? What are the things that could have taken him down in the ground before you know before the Next Ping, which was ten minutes later When you're that tall you know you're not. You're not really most likely. You're not having a cascading event. You haven't thrown a reserve because we you know have a very good chance of you know one thing for your wing to disappear but you're reserve and your wing harder you know. That's just more stuff that we can see from the sky whether it'd be helicopters or fixed wings or drones just walking around. We had a lot of people on this on this search and still do. So you know the the two most dangerous things are the most you know the most consequential for sure are being gift-wrapped not sorting out a Rian flation after a big stall or something you know maybe have a frontal and it goes behind you in the not catching it and you go into the wing. So, you can't cause waste we were operating on. Okay. He didn't get as reserve out because this is a pilot who has reserve quite a bit. He knows they work. We know that you know he was pretty risk averse and pretty smart, and so we believe you would have gotten reserve at if we could have and so the other one is the auto rotation because often. It can be pretty hard to get your reserve out when you've got that much G. force. So you know the the the possibilities are obviously more than that but those are the two that we came up with it. Okay. Those are the two things that are going to get you to the ground pretty quick out a possible deployment. Will Festival. Really. Hope that he is founded and Katie.

Scott instructor Alex Alex WanNa Bernhard Inegalitarian Stefan OCTA Robie Theo Rian flation Katie Kiwi Vijay
"rian flation" Discussed on CNBC's Fast Money

CNBC's Fast Money

05:46 min | 1 year ago

"rian flation" Discussed on CNBC's Fast Money

"It is the record rally that just keeps on running stocks touching new all time highs again today but our next guest says you should probably enjoy the good times while they last because they won't offspring and northbound traders spent Henrik who stayed up late for US overseas then and we do appreciate it. I mean you and I have talked a lot about this worldwide exchange of the programs. This is as the market whether you want to call it the Fed steroid or whatever it might be. Just won't quit anything in the charge that you see that indicate to you. This thing is about ready to roll over not about my charter. Actually on on massive sell but the liquidity momentum is extremely strong. And it's it's like the Fed has been playing secret Santa all year long handing out gifts of asset price inflation and the big issue for me is what I what I see here in the macro context first of all is to say that two thousand nineteen has been read revelation Central banks cannot extract themselves from the monetary easing being monstrosity. They've created two thousand. Eighteen was the only year since the financial crisis with central banks actually reduced liquidity on the net basis and immediately blew up in everybody's face and so two solution in two thousand nineteen was go right back into adding liquidity with obviously global rate cuts everywhere aware and then the addition of Qe and not itself. So we're we're basically stock where we're exiting this decade the same way we entered it kicking and screaming with trillion dollar deficits massive central bank intervention load to negative rates. And absolutely no iota of vision on how we're are ever going to raise rates again or reduce balance-sheets because they all going into twenty twenty just pressing the pedal to the metal. So the question is what's the endgame amy old admittedly and and what we see is there's no bull market without central bank intervention and that's the big challenge for the for the next decade but there there is central bank intervention. So I I assume the bull market could keep going. I mean it's hard to believe spend but twenty years ago. I was in this building reporting on sort of the Nasdaq boom in the Internet. Boom is there anything anything when you look at the charts and not trying to spook anybody here but when you look in the charts. Is there anything technically or in the policy construct or whatever that resembles ninety nine. Well actually. This is really interesting. What's happening this year? Keep in mind. When when the Fed we have to divide the year into two parts the the first nine months and the last three months the first nine months was all about you know ending? The quantitative tightening and Unin became about rate cuts to cut defense out of cut rates three times seventy five basis points but then. Everything changed in October. When the Fed was forced to respond to the overnight rate issue the the report crisis in September and basically in October the Fed went wild they're adding balance-sheet and liquidity? At a rate we've not seen since the two thousand nine in crisis so basically acting like this big crisis underneath what's happening with all this liquidity. It's it's accelerated markets higher and brought a lot of sectors stop were struggling beforehand. What's really interesting here is that this is Kinda the same as construct We saw nine hundred ninety nine. Remember nine thousand nine hundred eight. We had a a twenty percent. Correction the Fed. Cut Seventy five basis points. We had the big rally in one thousand nine hundred nine but it didn't really kick off until until Alan Greenspan span came in late in the year of nineteen ninety nine and added a bunch of liquidity in anticipation of the White UK crisis and that lifted markets of dramatically and then ended up topping in March of two thousand the extended all this liquidity added. Here is artificial and has to be pulled back back. Markets maybe overshooting real quick though. Is this inflation. Or we having reflation trade or we having ultimately setting up for deflation sounds to me like a bubble that bursts that still gets us back to deflation even though always going higher copper is going higher etc.. You know it's interesting I. I'm looking at some big structural charts like gold gold as a big bowl flag on it. Petit has a bull flag on it. And if you look at a actually the the rate action here in in Q.. Four it hasn't confirmed this rally at all in bear flag so we've yet to see the Rian flation evidence in terms of the Bond Market Henrik north man trader raiders spend. We have pre. Listen I. It's been you've been strong and on this market. I know it's been a tough market if you've been short but you've you've come out and you've been honest about the calls and and where you feel about it so it's been Henrik. We do appreciate you coming on. Thanks for staying late overseas. We'll see again appreciate that. Thanks Brian. Listen guys I think spend take some heat because they'll say I'm negative. Negative given the market has gone up. But what he's saying is if and win the Fed ever pulls back Right at this market is going to. That's is exactly right. And his point that central banks tried to do that in two thousand eighteen and it led to twenty nine. Thousand nine is a scary tale. It's just it's a cautionary because eventually we are going to get back where we have to removed that liquid it is. It is interesting that when you start to see what everyone's judging this on rates and rates alone start to look at balance sheets where qt was ineffective. The same result is raising rates at every meeting and now Q. E. adding in the same results as cutting so they're not doing anything to rates. They're actually cutting rates by proxy through through their people people. Come up they probably come to you guys all the time and they say why isn't impeachment affecting the market you know why because impeachment whoever's in sixteen hundred Pennsylvania Avenue you can't compete with a trillion dollars in central bank liquidity. All right up next. FACEBOOK.

Fed Henrik FACEBOOK Alan Greenspan US Boom Unin Rian flation UK Petit Brian
U.S. stocks shrug off trade deal concerns, close higher

CNBC's Fast Money

05:44 min | 1 year ago

U.S. stocks shrug off trade deal concerns, close higher

"It is the record rally that just keeps on running stocks touching new all time highs again today but our next guest says you should probably enjoy the good times while they last because they won't offspring and northbound traders spent Henrik who stayed up late for US overseas then and we do appreciate it. I mean you and I have talked a lot about this worldwide exchange of the programs. This is as the market whether you want to call it the Fed steroid or whatever it might be. Just won't quit anything in the charge that you see that indicate to you. This thing is about ready to roll over not about my charter. Actually on on massive sell but the liquidity momentum is extremely strong. And it's it's like the Fed has been playing secret Santa all year long handing out gifts of asset price inflation and the big issue for me is what I what I see here in the macro context first of all is to say that two thousand nineteen has been read revelation Central banks cannot extract themselves from the monetary easing being monstrosity. They've created two thousand. Eighteen was the only year since the financial crisis with central banks actually reduced liquidity on the net basis and immediately blew up in everybody's face and so two solution in two thousand nineteen was go right back into adding liquidity with obviously global rate cuts everywhere aware and then the addition of Qe and not itself. So we're we're basically stock where we're exiting this decade the same way we entered it kicking and screaming with trillion dollar deficits massive central bank intervention load to negative rates. And absolutely no iota of vision on how we're are ever going to raise rates again or reduce balance-sheets because they all going into twenty twenty just pressing the pedal to the metal. So the question is what's the endgame amy old admittedly and and what we see is there's no bull market without central bank intervention and that's the big challenge for the for the next decade but there there is central bank intervention. So I I assume the bull market could keep going. I mean it's hard to believe spend but twenty years ago. I was in this building reporting on sort of the Nasdaq boom in the Internet. Boom is there anything anything when you look at the charts and not trying to spook anybody here but when you look in the charts. Is there anything technically or in the policy construct or whatever that resembles ninety nine. Well actually. This is really interesting. What's happening this year? Keep in mind. When when the Fed we have to divide the year into two parts the the first nine months and the last three months the first nine months was all about you know ending? The quantitative tightening and Unin became about rate cuts to cut defense out of cut rates three times seventy five basis points but then. Everything changed in October. When the Fed was forced to respond to the overnight rate issue the the report crisis in September and basically in October the Fed went wild they're adding balance-sheet and liquidity? At a rate we've not seen since the two thousand nine in crisis so basically acting like this big crisis underneath what's happening with all this liquidity. It's it's accelerated markets higher and brought a lot of sectors stop were struggling beforehand. What's really interesting here is that this is Kinda the same as construct We saw nine hundred ninety nine. Remember nine thousand nine hundred eight. We had a a twenty percent. Correction the Fed. Cut Seventy five basis points. We had the big rally in one thousand nine hundred nine but it didn't really kick off until until Alan Greenspan span came in late in the year of nineteen ninety nine and added a bunch of liquidity in anticipation of the White UK crisis and that lifted markets of dramatically and then ended up topping in March of two thousand the extended all this liquidity added. Here is artificial and has to be pulled back back. Markets maybe overshooting real quick though. Is this inflation. Or we having reflation trade or we having ultimately setting up for deflation sounds to me like a bubble that bursts that still gets us back to deflation even though always going higher copper is going higher etc.. You know it's interesting I. I'm looking at some big structural charts like gold gold as a big bowl flag on it. Petit has a bull flag on it. And if you look at a actually the the rate action here in in Q.. Four it hasn't confirmed this rally at all in bear flag so we've yet to see the Rian flation evidence in terms of the Bond Market Henrik north man trader raiders spend. We have pre. Listen I. It's been you've been strong and on this market. I know it's been a tough market if you've been short but you've you've come out and you've been honest about the calls and and where you feel about it so it's been Henrik. We do appreciate you coming on. Thanks for staying late overseas. We'll see again appreciate that. Thanks Brian. Listen guys I think spend take some heat because they'll say I'm negative. Negative given the market has gone up. But what he's saying is if and win the Fed ever pulls back Right at this market is going to. That's is exactly right. And his point that central banks tried to do that in two thousand eighteen and it led to twenty nine. Thousand nine is a scary tale. It's just it's a cautionary because eventually we are going to get back where we have to removed that liquid it is. It is interesting that when you start to see what everyone's judging this on rates and rates alone start to look at balance sheets where qt was ineffective. The same result is raising rates at every meeting and now Q. E. adding in the same results as cutting so they're not doing anything to rates. They're actually cutting rates by proxy through through their people people. Come up they probably come to you guys all the time and they say why isn't impeachment affecting the market you know why because impeachment whoever's in sixteen hundred Pennsylvania Avenue you can't compete with a trillion dollars in central bank liquidity.

FED Henrik Alan Greenspan United States Boom Unin Rian Flation UK Petit Brian Nine Months Trillion Dollars Trillion Dollar Twenty Percent Three Months
"rian flation" Discussed on CNBC's Fast Money

CNBC's Fast Money

03:31 min | 1 year ago

"rian flation" Discussed on CNBC's Fast Money

"After the sell off that we've had with expectations in November and December coming down massively for the first half of two thousand nineteen that sets up really well as it relative to expectations. But it's also really important. Remember as we're focused now onto earnings guidance going forward that apple told us that China was I mean, this was in the throat of this kind of recession airy period. So maybe we were way too negative back then or maybe we're way too positive right now. Let's talk about let's think about the earnings that we have so far in granted it's early in the earning season. But what are we learning about the US consumer so far in companies, we're learning that companies are able to raise prices, right? Proctor and gamble raising. Prices. Coca Cola raising prices CSX, raising prices, aren't these all good things. There may be growth. Maybe challenge you may perceive goes to be challenged. But companies are better equipped to handle this. Yeah. I I like today there was broad beats in different sectors. That was interesting. How? However at some point that's priced in. And I'm starting to think it's getting to that point where it is priced it, which is a wholesale seller of the whole portfolio just means a probably not initiating new positions and taking some money off the table in terms of the syncretic ones. Those are priced so expensively some of the huge growthy stories. I mean, something like zoom. You know? I just could never get my arms around that kind of valuation. I'd much rather be in something. We've value-oriented don't you think there's a little quits that though that we're literally on the heels or the cost of a hundred billion dollar market cap of Uber coming to market, you just mentioned zoom, we have Pinterest. We have we've all these deals that are coming out of time. Now, we're back to these prior highs where valley we should will become a concert. So some of those names that we just talked about those old mega caps on a on a relative basis. They look at traffic. You know what I mean? So so to me, I actually think Uber deal when this thing comes in the next few weeks is going to be a very important test of this market, especially when you consider how many tens of billions of. New issues have just come. How many are expected to come after Uber at a time where investors are all the sudden really really can place it to me. I think is in what way a test of how how what sort of hands are holding these sorts of things, right? We saw apple go from two thirty down to what one or something. Like that in three months. I mean, so if you don't think that Uber lose fifty percent of its market value at some point two thousand nineteen. Let me ask you to like lift what does it tell you about a real problem? I just do you know, and those are losses that people have to kind of digest here. Now. Well, despite what has been an epic rally for stocks Wall Street's biggest bear says the games are in for the year. Let's brand Chris Harvey head of equity strategy at Wells Fargo securities. Welcome back Chris could to see. So what do you do you sell? And you go away said thank you see here. No, no. You don't do that. And we we don't think the gains are in for the what we think is we came in a little bit too cautious. We think fair values about twenty nine hundred. We could go a little bit higher from here. But you do have to what you were saying before I think, that's right? There has to be a rotation. What we're beginning to see is this Rian flation trait. You want to start to shift back tonight to things that haven't worked the financial upgraded. The financials a couple of days ago, we think that works going forward. If you look at Germany rates have gone from negative deposit. That's something they haven't done in a while. And China's coming back online trading tariff is going to happen shortly. So you want that cyclical expose you want? Those those industrials you want those cap good names as far as technology. We we were positive on semi's. Now, we're saying, hey, they're up fifteen percents since we upgraded it's time to take a breather..

China apple Chris Harvey US CSX Proctor Wells Fargo Rian flation Pinterest Germany hundred billion dollar fifty percent three months
"rian flation" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

01:39 min | 2 years ago

"rian flation" Discussed on Bloomberg Radio New York

"I do you know people have been looking at the small cap performance is you know suggesting good legs in the bowl and as well as the economy i think more than anything it reflects rising inflation smallcap stocks typically do best relative to large when inflation is rising or celebrating it's no coincidence that the small cap stocks relative high occurred in the early eighties right at the peak of inflation in general and they've not been able to surpass that sense with the disinflation we've had you know the last time they really did well was when commodity prices rose during the emerging world loom in there in the early two thousands and they've kind of been struggling in this recovery with disinflation but now they're coming into the road and i think small caps typically have smaller margins profit margins and in rian flation when top light pricing does better they have a lot more bottom line leverage and i think that's coming out and their stock price performance i think it's going to continue to go into the next week in the next few months at a time when the united states on the international stage looks increasingly isolated but the us economy is performing so well and the domestic policies introduced by this administration appear at this point to really be working jim we're going to go into next weekend in canada and you know what the front page of the newspapers are going to say the us isolated the president on his i g six plus one but the us market is the one to buy.

rian flation united states jim canada president