Boston’s greatest investor just broke his 12 year silence

Рет қаралды 115,635

Күн бұрын

★ Go to magicmind.com/HAMISH20 and use my code HAMISH20 to get 20% off your first subscription. ★
The greatest investors aren’t the ones you see on television or the internet every week, telling you which stocks you should buy,
In fact the best investors don’t even work in the financial centre of the world,
They want to be as far away from the clouded judgement of wall street as possible,
Such as in the sleepy town of Omaha, Nebraska, or as in the case with Seth Klarman, Boston, Massachusetts.
After not saying a word in the media for over a decade, the so-called Oracle of Boston, broke his silence on the investment philosophy he’s used to produce one of the best investment track-records of all time.
And how it applies in the current economic environment that he calls the ‘everything bubble’
★JOIN OUR INVESTOR COMMUNITY (ONLY $4.99/m)★
▶︎ www.hamishhodder.com/community
TIMESTAMPS
INTRODUCTION 0:00
THE ORACLE OF BOSTON 2:12
VALUE INVESTING 4:17
KLARMAN'S BIGGEST LESSON 9:00
INDEX FUNDS 12:01
===========
STOCK ANALYSIS SPREADSHEET
▶︎ www.hamishhodder.com/spreadsheet
-------
STOCK ANALYSIS CHECKLIST
▶︎ www.hamishhodder.com/checklist
-------
SHARESIGHT - Track Your Portfolio (4 Months FREE)
▶︎ www.hamishhodder.com/sharesight
-------
SEEKING ALPHA - News & Analysis (50% OFF)
▶︎ www.hamishhodder.com/seekinga...
-------
TIKR - Financial Data (save 25%)
▶︎ www.hamishhodder.com/tikr
-------
YOUNG INVESTORS PODCAST
▶︎ Apple Music bit.ly/YIPitunes
▶︎ Spotify bit.ly/YIPspotify
▶︎ KZfaq bit.ly/YIPYouT
-------
★PRIVATE INVESTOR COMMUNITY★
▶︎ www.hamishhodder.com/community
-------
MY KZfaq GEAR
▶︎kit.co/hamishwhodder
-------
FOLLOW ME ON TWITTER
▶︎ / hamish_hodder
BUSINESS ENQUIRES
▶︎ hamish@hamishhodder.com
-------
Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Hamish Hodder.
Hamish Hodder is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances.
Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
#magicmind #productivityhacks #14daysofmagic

Пікірлер: 101

@HarveyHeckland 8 ай бұрын

It is always good to have a financial plan. I work with a portfolio manager and fixed income planner in the USA. The fixed income portion of your portfolio won’t simply serve as a buffer to the volatility of the equity portion but will provide legitimate income.

@louisstapleton1889 8 ай бұрын

This is very true! A lot of people downplay the role of a financial planner until burnt by their mistakes. After my last job layoff, I had to stay afloat, hence researched for licensed fiduciary advisors. Thankfully, I came across someone of practical knowledge and experience. My reserve fund of $225k has yielded nearly $1.3 million after subsequent investments so far.

@leongrant7439 8 ай бұрын

I completely agree.

@leongrant7439 8 ай бұрын

It is challenging to create a strong financial portfolio therefore it would be wise to get much needed assistance from a real finance professional so as to receive strategies that are specifically suited to your long term objectives and financial goals.

@nicholaslinetti 8 ай бұрын

Insightful. I need some advice on how to rebuild my portfolio and develop successful market tactics. Where can I find this professional portfolio manager?

@louisstapleton1889 8 ай бұрын

Reading, research, patience and seeking guidance is the best way to approach or break into the market system. I have been inclined with CHRIS RYAN STEWART, a CFA whose experience and expertise speak for itself. I saw his take on risk management a couple of years back and I was amazed.

@Dannyholt33 Жыл бұрын

Market declines, soaring inflation, a significant increase in interest rates by the Fed, and rising Treasury yields all point to additional losses for portfolios this quarter. How can I profit from the present market turbulence? I'm still debating whether to sell my $125k ETF/Growth Stock portfolio.

@mikeroper353 Жыл бұрын

Concentrate on two main objectives. First, keep yourself safe by knowing when to sell stocks in order to limit losses and maximize gains. Second, get ready to benefit from market changes. I advise consulting a CFP or other professional for advice.

@trane85 Жыл бұрын

I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000

@mcintyre1 Жыл бұрын

@@trane85 Please, could you recommend the FA you work with? I could really use some help right now.

@mcintyre1 Жыл бұрын

@@trane85 excellent share, just confirmed her page online after inputting her full name on my browser, she seems valid. very much appreciate it.

@platoscavealum902 Жыл бұрын

🚫 Scam / Spam 🚫

@Ammo-Hoarder 11 ай бұрын

As an investing enthusiast, I often wonder how top level investors are able to become millionaires off investing. I’ve been sitting on over $455K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

@Americanpatriot723 11 ай бұрын

People spend their money when they have it. And when they have more money, some people tend to spend it more. You should speak with a financial expert if you wish to improve your financial management.

@MIchaelGuzman737 11 ай бұрын

@@Americanpatriot723 Very true. Despite having no prior investing knowledge, I started investing before the pandemic and pulled in a profit of approximately $250k that same year. In reality, all I was doing was getting professional advice.

@kashkat987 11 ай бұрын

How can I participate? I sincerely strive to create a secure financial future and look forward to participating. Who is the driving force behind your success?

@MIchaelGuzman737 11 ай бұрын

There are a lot of independent advisors you might look into. But i work with "Jill Marie Carroll" and I have been working together for nearly four years, and she is excellent. You could proceed with her if she satisfies your discretion.

@kashkat987 11 ай бұрын

I just checked her out and I have sent her an email. I hope she gets back to me soon.

@InvestingwithTom Жыл бұрын

Klarman is a legend. Great video mate!

@HamishHodder Жыл бұрын

thanks Tom!

@lewis809 Жыл бұрын

It’s a dream to get an original of his book!

@MartinKamenov10 Жыл бұрын

Awesome video, Hamish! Haven't heard about Klarman, so very insightful.

@HamishHodder Жыл бұрын

thank you 😀

@627horsepowers Жыл бұрын

12:03 Value investing just became harder (more competitive) thanks to you and Seth educating the internet. Thanks ;-)

@RishonKimber Жыл бұрын

Good short educational video, thanks!

@patricklau2365 7 ай бұрын

Thanks!

@justinbumpass3357 Жыл бұрын

Well done video

@CKula Жыл бұрын

Why no link to the interview Hamish?

Жыл бұрын

Did you see Klarman's second appearance on a podcast? This one was even more interesting in my view.

@TheArtofValue Жыл бұрын

I think it was just a longer version of the same interview, if it’s the one I think you mean. There were some great extra thoughts from Klarman in there.

Жыл бұрын

@@TheArtofValue I'm not exactly sure what you mean. He definitely discussed some similar points during the podcast, but yeah it was a different show.

@TheArtofValue Жыл бұрын

@ I’d like to hear that pod too then. Will search for it, thanks.

@Xoq123 Жыл бұрын

which Podcast? :)

@TheArtofValue Жыл бұрын

@@Xoq123 Squawk Pod, June 28

@mlbaker40 Жыл бұрын

Great video, time to get real. Options are the tail that wags the dog and option prices are based on standard deviations. That's all there is to it.

@cryptogoth Жыл бұрын

Klarman low-key promoting new edition of Security Analysis, and still providing value.

@jimjackson4256 Ай бұрын

I like the guy shaking the monitor. That is realistic.

@TheArtofValue Жыл бұрын

Great vid, thanks Hamish. In the longer podcast version of this interview, Klarman mentioned that he thinks the correction from the Everything Bubble was the bear market of 2022, and we might just be in recovery phase from it now. He rated the investing opportunities he sees around at the moment as 4 out of 10 - better than for quite some time - which I thought was interesting to hear from the legendary investor. I made a vid about the interview myself recently!

@peterdenham9510 Жыл бұрын

Brilliant Channel , IMO more fear and doubt content will motivate sellers to complete their good work?

@lewis809 Жыл бұрын

Seth saying index funds are a good bet for a long term investor is fascinating - in his book he said that it was a bubble! Good to keep an open mind :)

@piyush7700 Жыл бұрын

I think he was just being extra cautious when using the bubble word.

@AK-pu2gm Жыл бұрын

Too much advertising in the video

@patricklau2365 7 ай бұрын

Anyone knows who the 5 people Warren Buffett mentioned who could beat the market? Appreciate it if anyone could put the answer out. Thanks!

@capcitymatt Жыл бұрын

I am really confused - so this is a 12 minute commercial for Magic Mind? Please Go out of business.

@mktwatcher Жыл бұрын

Loose the Piano Background Music. You don't need any background music on these videos. At least crank its volume way down.

@tremoo5987 Жыл бұрын

Magic Mind if you gotta grind

@georgesamaras2922 Жыл бұрын

Hammish can you do some investigative work about SuperMicro SMCI .. The server motherboard company

@sutats Жыл бұрын

Bubbles are fun.

@javaidak4204 Жыл бұрын

He appears shrewd and a Sharp shooter 😂 good luck 🤞 with his strategy 🎉

@justinh5076 Жыл бұрын

2 cups of coffee in the morning, and that's it

@matts1537 Жыл бұрын

Might see him on tv more now that's he has a masterclass. Which may not be such a bad thing if the message stays the same!

@CarlosAlbertoMusic Жыл бұрын

Many stocks are cheap. Market will continue to soar.

@ChalrieD Жыл бұрын

The music makes this unwatchable.

@nathanwestford2065 Жыл бұрын

These are fantastic takes, I was really hoping for my investments this year, but all my plans have been disoriented. I've been studying the market crashes and I realized some investors made millions from the recent 2008 recession and I was wondering if such success rate could be achieved in this present market. and the Federal Reserve taking a more hawkish approach to interest rates. Any recommendations?

@withonestonechannel Жыл бұрын

You're pushing snake oil?

@owenjamesk Жыл бұрын

Wtf… Klarman on screen?

@andamanea Жыл бұрын

What a pity, Hamish...Your videos are well put together, the information is top, however, please please stop the ads in the middle... I hate magic mind already. I love your videos, but I am out of your channel.

@bpb5541 Жыл бұрын

US Banks are in trouble right here. They might be able to hide it for awhile with "creative accounting" but not forever... as we go forward and more people start to lose their jobs that mean even less of a demand for commercial real estate. Meaning the banks losses (especially the regional banks) will explode. We will see a massive deflationary period in everything. Really good if you are are 3 x leveraged short like I am. I just keep adding to my short position as the market goes higher and higher. Value investing is cool but not my style. I would rather bet against all this craziness... divided america, erosion of rights, banning of books, government officals insider trading etc. The thing that made america powerful was our unity that is gone. So I have no problems betting against the US (something warren buffet said to never do) in fact so much so that when I am loaded in 5 years. I am going to move out of the country. Please if you disagree with me tell all your friends and family to keep going long here. I am just getting better and better prices for my shorts.

@mikeflair6800 Жыл бұрын

It is your opinion if you want to gamble...no one can predict short term price movements, but you will lose just over time like the day trader craze of yesteryear. The USA banks are not in trouble. If commercial real estate looks like it going to crack the camel's back, the FED will liquify and the USA stock market will explode upward, putting you shorties in my favorite position...a 'shorty squeeze'. The bulls are back, S&P ~ 5000 ate end of year.

@anthonyattard6726 Жыл бұрын

Everything is in a bubble exempt for physical gold and silver, they are actually suppressed.

@alphaomega1351 Жыл бұрын

Hi everybody 👋! I'm an Oracle. 😶

@gene4094 Жыл бұрын

This obtaining an expertise in an area, such as science is important. There is a great opportunity in the field of nanotechnology, especially novel energy production. The classical sciences don’t offer solutions, but solid state science does.

@MartinKamenov10 Жыл бұрын

I have a question and was wondering about your thoughts on it. How much understanding of accounting do you think one should have if they want to take the route of value investing (by that I mean cherry picking businesses individually but still thinking about the risks and creating a porfolio of issues). It's obvious that the more understanding of the topic you have the better but at some level you'd max out on your returns, and learning more and more about accounting would not be beneficiary. Also in this example the person has read a lot of literature on the topic of investing such as "The intelligent investor", "One up on wall street" and so on, and thinks they have the qualities of personal and behavioral nature described in them.

@sebfox2194 Жыл бұрын

Are you the person in this example? Personally, I think that a basic understanding of accounting is all that is required. Just enough to read the annual reports and get a decent understanding of the business' financial situation and cash flows. Most of the gains from investing come from having the ability to find high-quality businesses, value them reasonably accurately, buy them at the right time, and then hold them for the long term to compound gains. Accounting for investing is only a fraction of the valuation stage of the process. Therefore, having a basic knowledge of accounting seems like it is enough from my perspective. You certainly wouldn't want to spend a large proportion of your time on it, compared to developing the other skills and behaviours required.

@alphaomega1351 Жыл бұрын

If you make it. They will come! 😶

@mikeflair6800 Жыл бұрын

Klarman style not for me. Jack Bogle much better.

@protoplast.youtube Жыл бұрын

hmmm…. your video is made for beginners…. 🧐

@glenbert1396 Жыл бұрын

I wasn't financially free until I was 40 and I'm still in my 40s, already bought my 3rd home, earned monthly through passive income and achieved 4 out of 5 goals, just hope it encourages someone not to give up. It doesn't matter if you don't have any of them right now, you can start TODAY regardless of your age. INVEST and change your future! Investing in the financial market is a great choice that I made. I plan to retire at age 58 with a dividends portfolio valued at $4 million.

@svengrot7943 Жыл бұрын

I understand that tomorrow isn't promised to anyone, but investing today is hard for me now because I have no idea of how and where to invest in. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path with my savings worth bout $150k.

@NemesisTheInevitable Жыл бұрын

Why?! His silence were most appreciated.

@stephaniestella213 Жыл бұрын

As an investing enthusiast, I often wonder how top level investors are able to become millionaires off investing. I do have about $70k amount of capital to start up but I have no idea what strategies and direction I need to approach to help me make decent returns

@Jason-sf8vx Жыл бұрын

You cant create fake business with fake money . Inflated Asset will create painful displacement when the it bursts

@user-pq5yz6ht2l Жыл бұрын

you show a video of seth and then don't stop talking..

@jordymaas565 11 ай бұрын

oi. last century snake oil spruker; ffs

@joesphcu8975 Жыл бұрын

I just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying its ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.

@michielf6860 Жыл бұрын

Only tech stocks are doing pushing the whole market overall dont think this is the right moment but to reduce risk just spread it over a long period of time and follow the hot narratives in markets like this

@andthefunkybunch1466 Жыл бұрын

Lol at magic mind, feels like bottom of the barrel sponsorship.

@RobertJenkins835 Жыл бұрын

I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Maria Reyes.

@PatrickVelazco Жыл бұрын

wow.. amazing to see others who trade with Maria Reyes, i'm currently on my 5th trade with her and my portfolio has grown tremendously.

@platoscavealum902 Жыл бұрын

🚫 Scam / Spam 🚫

@AllisonSherman7 Жыл бұрын

With changes in the economy leading to instability in the stock market, some individuals may face a decrease in their investments in an effort to benefit from the current market conditions, I am considering liquidating my $725k portfolio consisting of bonds and stocks. Someone else in the same situation? Please tell me in the comments!..

@JesusRocksTryPrayin Жыл бұрын

I think the most successful people, do things differently.. who did the best? C'mon? Best person. Who won? Jesus. Aint NOBODY matching him. He made it through life without sin. we're all born with a tiny bit. The flesh, we're not at war with the flesh.. but, we control it or it controls us. I hope to serve God... not, earthly pride... or love of money or, obsession with food... idk. The Lord Liveth! Jesus was, and is, and is to be! I thought I knew everything... read the bible, and the one thing I thought was silly... I still like science, but.. Truth is better :) science seems silly now...

@thepro08 Жыл бұрын

so not only a few unknow investors beat the market(casino) now tell me.... how many can beat the real inflation decade after decade? also you "invest" bet all your money and at most get 7% return after taxes... so you invest 100% and can loose all of that and get less than 10 per cent of that for risking you money that you can always loose, that simple math makes it impossible to win all the time as it only one bad move can make you loose all your gains or wose all the money. inflation created by printing money from the banks are decided and secure for the banks.... also make wallstreet work so you make money but that money loose value........... and if you dont play there corrupted and crooked con artist piramid squeme you loose your money either way with inflation.... the so called free market can make increases in value to infinite because inflation is infinite.

@chris-pj7rk Жыл бұрын

@alexyoung3126 Жыл бұрын

@joesphcu8975 Жыл бұрын

@lawerencemiller9720 Жыл бұрын

Please, could you recommend the FA you work with? I could really use some help right now.

@joesphcu8975 Жыл бұрын

I'd recommend Helene Claire Johnson. She is a genius when it comes to diversifying her holdings. You can verify her identity for yourself by looking her up online. She is well knowledgeable about the financial markets.

@lawerencemiller9720 Жыл бұрын

excellent share, just confirmed her page online after inputting her full name on my browser, she seems valid. very much appreciate it.