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November 10, 2023 3 mins

In this episode of "News or Noise" with Chris Perras, Chief Investment Officer at Oak Harvest Financial Group, we revisit a critical topic that has been shaping the financial landscape over the past year: the Federal Reserve's Balance Sheet and its ongoing operating losses. If you're an investor, this is information you can't afford to miss.

Exactly one year ago, we delved into this issue, expressing concerns about the Federal Reserve's balance sheet and the potential consequences of rising interest rates in 2022. Little did we know that the financial landscape would continue to evolve with events like the Silicon Valley Bank implosion, regional bank runs, and an additional $2 trillion deficit in 2023.

In this episode, we discuss the Federal Reserve's balance sheet, its continuing operating losses, and unrealized mark-to-market losses, which have likely surpassed $1 trillion and are still mounting. These developments will have a profound impact on your investments, shaping decisions made by both the Federal Reserve and the Treasury in the coming quarters, years, and even decades.

Don't miss out on this vital information that can impact your financial future. Watch the full video, and be sure to read Avi Gilbert's analysis for a comprehensive understanding of the Federal Reserve's balance sheet woes.

Link to Avi Gilbert's Analysis: https://seekingalpha.com/article/4647174-the-fed-lost-113-billion-and-is-underwater-by-70-billion

Link to my video from a year ago about this issue: https://youtu.be/4EVGMniJQDk

 

#RetirementInvesting #FederalReserve #EconomicsExplained

 

Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money!

Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free consultation: https://click2retire.com/Connect

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

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