A Massive Change is Coming.

hey everyone me kevin here in this video

i'm going to talk about a massive change

coming and how i'm planning to invest in

this massive change and it's

pretty complicated

hey everyone me kevin here in this video

i'm going to talk about a massive change

coming to investing in our country over

this next decade

hey everyone meet kevin here in this

video i'm going to talk about some

massive changes coming in our investing

futures and i want to start working on

hey everyone me kevin here in this video

i'm going to break some massive changes

that are happening and they're going to

affect all of our investments not just

over the next few weeks or months but

over the next few years to decade and

i'm going to talk about all of it and

give you a sneak peek on all of my

research right here in this video in my

opinion this is pretty wild pretty

overwhelming this is definitely a video

worth watching all the way through all

right folks let's get started on this

one and if you like it make sure to

share the video let's start by focusing

on the micro which is what happens next

week next week the federal reserve will

decide whether or not to taper in

september we don't actually expect them

to taper here in september we expect

them to announce a taper maybe in the

november meeting which happens november

4th

or potentially they'll kick the can down

the road to the beginning of next year

but while the market is so focused on

the federal reserve tapering they're

kind of missing the bigger taper that's

actually coming and the hammer that this

is going to hit us with but then this

hammer and reel taper is potentially

going to open up some really unique

opportunities and that's what we're

going to talk about here so while

markets right now are heavily focused on

the federal reserve and whether or not

the fed's going to reduce their bond

purchases of mortgage-backed securities

and treasury bonds to sort of

print essentially 120 million dollars

into the market markets are forgetting

that we've got a massive fiscal cliff

that we're facing and i'm not talking

about the debt ceiling i'm not so

worried about the debt ceiling the debt

ceiling limit is something that congress

bickers about every single year and they

always threaten shutdowns in the past

we've had shutdowns but they tend to be

more temporary anxiety events than

anything else we end up getting things

dealt with anyway

but what's more important is the fact

that we're going to hit a very big shift

in fiscal spending and again this is

going to give rise to some really unique

opportunities take a look at this

particular chart right here this chart

is a chart by bloomberg and it shows us

in blue the fiscal policy impact of what

the federal reserve has been doing so if

you look right after 2008 you see the

bottom bar there 2008 you'll see the uh

our federal government this is not to be

confused with the fed our federal

government congress printed money

stimulated the economy between 2008 and

about 2011. then they started tapering

and withdrawing their support for the

economy in in 13 and 14. you see that

with those negative blue lines there and

there wasn't really much support needed

between 16 and 18 that we did have a

little bit of bumps in in monetary

policy like interest rates were bumped

up but congress didn't really have to

support the economy that much between

2015 and 2018 right well take a look at

this when the covet recession hit look

right here above my head when the

coveted recession hit the

federal government congress printed a

ton a ton ton of money and that helped

us lead to this crazy frothy stock

market that we have now because a lot of

people had extra money the stimulus hit

the economy like like

crazy uh and we saw some of the biggest

record earnings that we've seen at

companies like apple uh google netflix i

mean you name it and the amount that

these companies have shot up in

valuation has just been nuts but

somewhat justified because of all this

crazy money printing it's almost like

it's flown directly into stocks but look

what happens next here and and i

shouldn't necessarily just say money

printing because this money printing led

to congress spending money in a

stimulative effect right fed printed

money and then the federal government

spent that money on stimulus programs

but

the federal government is not slated to

do that anymore in fact look at the

future here forecast by bloomberg big

old red negative forecast of us

government spending now you might be

thinking to yourself wait a minute kevin

we have a three and a half trillion

dollar build back better plan on the

horizon isn't that like an insane amount

of extra stimulus

yes and no

it's stimulus of three and a half

trillion dollars yes over the next 10

years

remember when we did the

multi-trillion dollars of stimulus right

here above my head

that was instant we

said in congress we're gonna spend

trillions of dollars and we did here's

ppp here's e-i-d-l here's unemployment

here's stimulus checks that money hit

our bank accounts fast the three and a

half trillion dollar build back better

plan is actually not something that's

expected to really affect our like money

being distributed to our economy at all

in 2022 or really even 2023 we're

probably not going to see the effects of

the buildback better stimulus until like

24 5 6 when we actually start building

out infrastructure sure they're going to

be small things like the child tax

credit but those little money sort of

give outs by congress are going to be

vastly overshadowed by massive tax

increases on corporations and higher

income earners now this video is not for

making an argument for this buildback

better plan for taxation or against

taxation that this video is about where

do we invest going forward

and so far what we have are estimates

from folks like the brookings institute

saying quote we're in for some very low

growth rates in late 2022 and into 2023

year-over-year comparables will

essentially suck the economy is

potentially going to have periods of

time where we have zero gdp or no

annualized growth goldman sachs has

substantially revised down their growth

estimates from 5.7 percent growth by the

end of 2022 to just 1.5 growth why are

they making these estimates it's because

of what's above my head right here way

less spending by congress

and so if we have a stock market that's

propped up on this kind of spending and

we're about to see here the red part way

less spending then we've got to prepare

for the stock market potentially to

trade sideways this video isn't about

calling for a big crash it's about

mentioning that look if we're going to

have weaker comps with corporations

maybe we've got to open our eyes to

other potential investment opportunities

that's what i'm going to talk about in

this video but the first thing i just

want to put to rest folks it's inflation

okay we no matter how long inflation

actually stays here in the short term

the expectations are essentially the

same for inflation look at this folks we

know or expect i mean this obviously we

can't predict the future but no matter

how long this bubble here stays high in

terms of inflation because we're

somewhere right here right now at the

peak of inflation whether the peak ends

over here

or it ends earlier later whatever does

not matter at some point within the next

two years probably within the next year

we're going to be at lower levels of

inflation again supply chain shortages

will clean themselves up that temporary

fiscal stimulus that we got is going to

be gone and look even if inflation lasts

longer fine it's still going to come

down if it doesn't last as long it's

also still going to come down either way

we expect inflation to go down but we

also expect gdp growth to go down no

matter what happens with inflation gdp

growth is expected to substantially

decline

after we came out of this crazy growth

of basically printing our way out of the

pandemic so what do we have we have a

market where we know that inflation is

going to go down at some point inflation

hyperinflation's very unlikely to be a

big concern for a long period of time we

also know that call options longer term

call options are probably going to suck

in a sideways trading market we also

know that buying hodling

might end up leading to lower returns

than what we've been used to in the

future look 2020 was great so far for

indexes uh you know our indices 2022 has

been phenomenal but we've got to start

gearing for where do we invest for the

year and how do we diversify into

potentially where there could be mega

leftover growth now cnbc pro has a

suggestion for us cnbc pro suggests that

maybe the place to invest

is in sectors like real estate

healthcare and utilities because those

sectors did really well since the last

fed taper and when

congress stopped stimulating the market

as much or the economy as much by

printing less money themselves well

maybe not them printing money but rather

spending less money right so less

monetary stimulus aka fed taper less

fiscal stimulus aka congress passing

less stimulus packages right

and they suggest that in 2014 when we

had this combination real estate

healthcare utilities in it did really

well and the things that actually lagged

were things like cyclical growth and

cyclical value now just to give you a

little bit of clarity what that means

cyclical growth would be things where

people spend money so think technology

think etsy think discretionary spending

right cyclical value or things like

energy materials which have been doing

well but might not going forward and so

this is kind of interesting they do

actually even suggest that things like

consumer staples did better like

investing in things like target

albertsons costco cisco hershey coke

tyson food those would be some consumer

staples

problem is i

agree that we're having this transition

where at some point we're going to have

lower inflation which is going to mean

lower growth in the economy which means

we're not going to be going crazy to the

moon on all the stocks like we have been

in fact there could even be a spreading

out of money and uh maybe we just don't

see those crazy rates of returns that

we've seen in 2020 and 2021 going

forward for the rest of the decade like

literally 2022 to 2030 could just be a

slow growth economy

putting wrong and so i'm trying to

determine where is something in this

list where i have a lot of experience

and we can make lots of money

almost for sure

i say almost because don't assume me bro

but

the answer is real estate and now i know

that sounds potentially boring to some

of you especially in the stock world but

i'm thinking about and i'm not sure of

this yet i want to hear from you in the

comments thinking about potentially

creating a fund

where anybody can invest in the real

estate work that i do

so that you don't have to i mean you

obviously can like i got a whole course

on my strategies it's a real estate

investing course linked below it's next

to stock and psych and psychology money

you could use that 40 off coupon to join

those you know my strategies there but

i'm potentially thinking about using my

expertise in real estate and buying real

estate in a market where

we just don't build enough homes and

we're unlikely to ever build enough

homes in fact i just ran a political

campaign on trying to build hundreds of

thousands of new homes and has basically

laughed out

of the discussion i'm like hey we have a

housing affordability problem we should

build hundreds of thousands of new homes

in areas outside of our city so we can

better our infrastructure build solar

and wind farms around them build new

master plan communities and finally

invest in our schools so by raising more

property tax revenue

that's logical logic doesn't work in

politics so this is where i'm interested

in potentially creating a fund that

invests and i know some people are going

to cringe at this but hear it out invest

solely in california real estate

coastline real estate

where we can't build more real estate

and then potentially use some new laws

that keep passing

to turn these really good below market

value real estate purchases into cash

flow opportunities by doing very

streamlined and simple redevelopments

and so

this if it is something that you are

interested in you can leave me a comment

down below but the best thing to do is

go to metcalver.com

cashflowmetkev.com cashflow and the goal

is going to be

take a house let's say three bedroom two

bath house buy it for say 550 000

put 40 000 50 000 of work into it so

you're into it for say six hundred

thousand dollars it's now in a seven to

seven hundred fifty thousand dollar

neighborhood and we figure out hey

can we work and partner with companies

that can streamline like even tiny home

companies that could streamline the

conversion or replacement of our garage

into a second unit or a third or fourth

unit because california just passed the

law that allows you to turn one unit

into not just three units but four units

in some cases up to 10 units

and so now you insulate your purchases

by buying real estate below market value

you could just sit on that appreciation

and probably get returns in the

neighborhood of 12 to 15 a year

but then if you could milk cash flow out

of that on top it could be some

interesting opportunities so i'm

exploring these i'm not exactly sure

structure yet or how accredited versus

non-accredited i'd really like to open

it up to everybody but i'm thinking big

ideas and really

i know it sounds crazy but

because real or like politics in

california is so anti-growth and so

anti-actually making progress i'm like

wait a minute this is literally perfect

if you can't have reasonable people

elected in california

and they're not ever going to solve the

housing crisis because they'll never get

their act together and build more homes

and it sounds to me like the perfect

thing to do is buy real estate in

california

now i'm not suggesting you want to go

all in on real estate right i'm 50 50.

i'm about 50 stocks 50 real estate

uh and uh and i include in my stocks

like 10 of my stocks

close to like four or five percent of my

stocks are crypto currencies i put that

in that love sorry but anyway uh

to me

i kind of think everybody might want

some exposure to california real estate

now i could be totally wrong because i

get it like landlord tenant laws are

crazy in california it's harder to get

things done in california but i've lived

with it for 11 years i've succeeded very

well but i've also failed really well

and the really good thing about that is

i know how to screw up which means i

won't screw up

and i also know how to do things

correctly which is like that's almost

kind of what you want you want somebody

who's failed but also succeeded really

well

so i'm kind of excited about this i'm

not sure

but if you're excited about that idea

too and something to potentially

diversify into the mckevin.com cash flow

link down below and uh stay tuned for

more updates so some thoughts hopefully

if you got value out of this in terms of

the market uh the direction of the

market direction of stocks and

potentially this diversification idea

share the video like and subscribe to

the video the more people that sign up

is actually better okay so so this is

why you don't want to keep this like a

big secret share it because the more

sign up the

especially the more who say they're

interested in investing sign up the more

uh

quickly something like this can can get

done and put together

um and the more scale and better

leverage we can take advantage of

there's some really safe and good real

estate leverage opportunities we can

take advantage of so anyway i'm excited

if you're excited met kevin outcome cash

flow

it really is interesting to me how it

ties into the greater theme of where

we're going in the potential market and

slower growth in stocks

and this is why i've always had my real

estate and stock diversification but i

know it's harder for other people to

have that same diversification i still

encourage everybody buy their own home

don't get me wrong like by no means i'm

like don't buy a home just invest in me

and said like that's i will never do

that please buy your own home get into

your own real estate but i know there

are a lot of us who are just like yeah

i'm just not going to

so anyway if you like this video like

subscribe share thank you so much and

folks we'll see in the next one

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