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The Next 4 Years
Tuesday 11/17/20 @ 10:00 PST on FaceBook and YouTube
The Baby Boomer Investing Show
COVID
Debt Crisis
Market Bubbles
Social Unrest
More in
Season1,
Episode 2
The Biden-Harris Plans: Season 2, Episode 4
• Raise corporate to 28% (reversing half of Trump cut)
• Raise max on those earning more than $400k to 39.6%
• Flat % credit on retirement contributions
Taxation
• Support Renewable: Solar, Wind, etc.
• Limit frackingEnergy
• $1-3 Trillion
• Modernize roads, bridges, power grid, transportation…Infrastructure
Health
Technology
Foreign Affairs
• COVID
• ACA/Obamacare. Control drug costs
• $300 Billion in 5G, Artificial Intelligence, biotech, …
• Antitrust investigations of large tech
Senate Race expected to be settled in January 2021: 2 run-offs in Georgia
• Curtail trade wars, especially China
• Strengthen alliances. Placate Iran.
Americans get good
healthcare at a very
expensive price
Lower quality than Ireland at 225%
the price
Source:
Payden & Rygel
(click on image for full report)
USA
Better &
Cheaper
than the US
COVID
Debt Crisis
Market Bubbles
Social Unrest
(Taxes, Energy, Infrastructure…)
COVID
The Fed to the rescue
COVID: Season 1, Episode 11
Protect
Therapy
Vaccine
WealthHealth
$6 Trillion New
$10 Trillion total
June 2021. Gov’t will pay
Beware of Mutations, recently more contagious
Debt Crisis
THE WORLD IS BROKE
PAPER MONEY IS JUST PAPER
Debt Crisis: Season 1, Episode 6
Global Debt Exceeds $200,000 per person Social Security & Medicare are Going Broke
2026
2034
Printing Money: Modern Monetary Theory
Treasury
Federal
Reserve
Federal Reserve buys most of Treasury borrowing Inflation follows the money
Helicopter Money “Rescues”
the economy and stock market
but…
• Wealth concentration
• Limited bank lending
• Aging population
• Technology advances
• Abundance (e.g. Energy)
• Outsourcing $4
$7
$10
Where & when will the scales tip?
$Trillions
Inflation Defenses
Precious metals
Cybercurrencies
Real Estate
Treasury Inflation Protected Securities
Commodities
Stock and Bond Market
Bubbles
BUBBLES BURST
Buffet Bubble Barometer
-30
20
70
120
170
220
January March November Normal
180%
120%
220%
275% of Normal
Season 1
Episode 15
Value of Stock Market / GDP
180%
120%
220%
80%
Pfizer Vaccine
Others too: JP Morgan, US Bank, …
Social Unrest
THE BIG
WEALTH
DIVIDE
Top 1% 90-99% 50-90% Bottom 50%
% of Population 1 9 40 50
% of Wealth 30 38 30 2
0
10
20
30
40
50
60
% of Population % of Wealth
Source: Statista
Distribution of Wealth in America
Levelers: Taxes, Market Corrections & Socialism
Top 1%
90-99%
50-90%
Bottom 50%
QE Enriches the Rich
Bottom 90%
Own 32% of Wealth
Top 10%
Own 68% of Wealth
Market corrections of 2000 & 2008
Bernie is
Worth $2 million
Advice for
Baby Boomers
OUR (I’M A BOOMER TOO) NUMBER ONE
INVESTMENT OBJECTIVE SHOULD BE TO
PROTECT OUR LIFETIME OF SAVINGS
60/40 STOCKS/BONDS DOES NOT PROTECT
The Next 4 Years are Terrifying
Rough Road Ahead
Get help: Support Us <HERE> on Patreon
This presentation is available on
SlideShare
Browse to “Age Sage Robo” for self help & to assess the wisdom of the consulting
advice you’ve received. Get your free eBooks on “Bad Gambles” & “4 Pillars of Smart
Investing.”
Browse to ”GlidePath Wealth Management” for consulting help. Get your free
eBooks on “Selecting an Advisor” , “Retiring a Millionaire” and “Lessons from COVID-
19.”
Watch our “Baby Boomer Investing Shows” every other Tuesday
Fiduciaries visit SMART Funds
Contact Ron Surz Ron@PPCA-Inc.com

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Post election: The Challenges facing the new administration

  • 1. The Next 4 Years Tuesday 11/17/20 @ 10:00 PST on FaceBook and YouTube The Baby Boomer Investing Show COVID Debt Crisis Market Bubbles Social Unrest More in Season1, Episode 2
  • 2. The Biden-Harris Plans: Season 2, Episode 4 • Raise corporate to 28% (reversing half of Trump cut) • Raise max on those earning more than $400k to 39.6% • Flat % credit on retirement contributions Taxation • Support Renewable: Solar, Wind, etc. • Limit frackingEnergy • $1-3 Trillion • Modernize roads, bridges, power grid, transportation…Infrastructure Health Technology Foreign Affairs • COVID • ACA/Obamacare. Control drug costs • $300 Billion in 5G, Artificial Intelligence, biotech, … • Antitrust investigations of large tech Senate Race expected to be settled in January 2021: 2 run-offs in Georgia • Curtail trade wars, especially China • Strengthen alliances. Placate Iran.
  • 3. Americans get good healthcare at a very expensive price Lower quality than Ireland at 225% the price Source: Payden & Rygel (click on image for full report) USA Better & Cheaper than the US
  • 4. COVID Debt Crisis Market Bubbles Social Unrest (Taxes, Energy, Infrastructure…)
  • 5. COVID The Fed to the rescue
  • 6. COVID: Season 1, Episode 11 Protect Therapy Vaccine WealthHealth $6 Trillion New $10 Trillion total June 2021. Gov’t will pay Beware of Mutations, recently more contagious
  • 7. Debt Crisis THE WORLD IS BROKE PAPER MONEY IS JUST PAPER
  • 8. Debt Crisis: Season 1, Episode 6 Global Debt Exceeds $200,000 per person Social Security & Medicare are Going Broke 2026 2034
  • 9. Printing Money: Modern Monetary Theory Treasury Federal Reserve Federal Reserve buys most of Treasury borrowing Inflation follows the money
  • 10. Helicopter Money “Rescues” the economy and stock market but… • Wealth concentration • Limited bank lending • Aging population • Technology advances • Abundance (e.g. Energy) • Outsourcing $4 $7 $10 Where & when will the scales tip? $Trillions
  • 11. Inflation Defenses Precious metals Cybercurrencies Real Estate Treasury Inflation Protected Securities Commodities
  • 12. Stock and Bond Market Bubbles BUBBLES BURST
  • 13. Buffet Bubble Barometer -30 20 70 120 170 220 January March November Normal 180% 120% 220% 275% of Normal Season 1 Episode 15 Value of Stock Market / GDP 180% 120% 220% 80%
  • 14. Pfizer Vaccine Others too: JP Morgan, US Bank, …
  • 16. Top 1% 90-99% 50-90% Bottom 50% % of Population 1 9 40 50 % of Wealth 30 38 30 2 0 10 20 30 40 50 60 % of Population % of Wealth Source: Statista Distribution of Wealth in America Levelers: Taxes, Market Corrections & Socialism Top 1% 90-99% 50-90% Bottom 50% QE Enriches the Rich Bottom 90% Own 32% of Wealth Top 10% Own 68% of Wealth Market corrections of 2000 & 2008
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  • 19. Advice for Baby Boomers OUR (I’M A BOOMER TOO) NUMBER ONE INVESTMENT OBJECTIVE SHOULD BE TO PROTECT OUR LIFETIME OF SAVINGS 60/40 STOCKS/BONDS DOES NOT PROTECT
  • 20. The Next 4 Years are Terrifying Rough Road Ahead
  • 21. Get help: Support Us <HERE> on Patreon This presentation is available on SlideShare Browse to “Age Sage Robo” for self help & to assess the wisdom of the consulting advice you’ve received. Get your free eBooks on “Bad Gambles” & “4 Pillars of Smart Investing.” Browse to ”GlidePath Wealth Management” for consulting help. Get your free eBooks on “Selecting an Advisor” , “Retiring a Millionaire” and “Lessons from COVID- 19.” Watch our “Baby Boomer Investing Shows” every other Tuesday Fiduciaries visit SMART Funds Contact Ron Surz Ron@PPCA-Inc.com