Is the Stock Market One Giant Bubble? (Howard Marks Explains)

Рет қаралды 123,203

Күн бұрын

Thank you to BetterHelp for sponsoring this video! Use my link to get 10% off your first month of therapy: betterhelp.com/newmoney
Howard Marks (founder of Oaktree Capital) has recently appeared on CNBC warning that America's stock market bubble moment might be here. As artificial intelligence wows investors and inflates the S&P 500 to all time highs, Marks has a rational message for those who choose to participate.
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★ ★ CONTENTS ★ ★
0:00 The U.S. Faces a Bubble Problem
1:10 How The AI Bubble is Forming
3:40 The Value Investor's Predicament
6:20 The Growth Investor's Argument
8:45 Howard Marks' Opinion
My Podcast: / theyounginvestorspodcast
Brandon van der Kolk is authorised to provide general financial product advice in Australia and is an Authorised Representative (Number 1305795) of Guideway Financial Services Pty Ltd, AFSL Number 420367. Any advice is general & does not consider your financial situation, needs or objectives so consider whether it's appropriate for you. Read Brandon's Financial Services Guide available from guideway.com.au/NewMoney.pdf. Past performance is not a reliable indicator of future investment returns.
Contact email: hello@newmoney.contact
Note: I do not have the ability to answer all emails, but know that each email is read. If enquiring about sponsorship, New Money is currently only seeking sponsorship from established brands.

Пікірлер: 379

@NewMoneyYouTube 2 ай бұрын

Just wanted to say thank you to BetterHelp for sponsoring this video! If you're struggling with something in your life, please reach out to them, and using my link you can get 10% off your first month of therapy: betterhelp.com/newmoney

@RoccatAlex 2 ай бұрын

Betterhelp is a scam!

@NewMoneyYouTube 2 ай бұрын

@@RoccatAlex why? IMO they’re just a service trying to help people out. Lots of people doing it tough at the moment and needing someone to talk to. Had I not gone through therapy last year I don’t know if I’d even be making these videos!

@RoccatAlex 2 ай бұрын

The concrete allegations made by the FTC are: - Pushed consumers to disclose sensitive health information like depression, suicidal thoughts, and medication use through an intake questionnaire - Shared that sensitive data with Facebook, Snapchat, Criteo, and other third parties for advertising purposes - In 2017, shared nearly 2 million email addresses of current and former customers with Facebook to target them with ads - Shared information about consumers using the BetterHelp website with Facebook - Shared 5.6 million email addresses and IP addresses with Snapchat - Initially denied sharing consumers' health data with third parties, even though the FTC alleged it did

@jrkastl 2 ай бұрын

Please DYR... this company has a considerable bad rap, many YT videos documenting the company as a sham. YT channels are dumping this company due to the way it does business. Ad revenue is good, but don't sell out to companies that fail their customers. Please research this company and determine for yourself if it makes sense for your channel.

@mrjoshuagordon 2 ай бұрын

@@NewMoneyKZfaq did you use betterhelp?

@AndersonFair-cy2bb Күн бұрын

My biggest irk with ETFs is the lack of optimization;changes in any given stock in the ETF can drag your portfolio down. While dividends can provide immediate income, the true power lies in the compounding effect over many years. But in general, I think the stock market isn't showing any sign of slowdown and I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

@FaithAndrada-xo9ou Күн бұрын

I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

@Raymondcraw1967RaymondCrawley Күн бұрын

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K

@fredrickmcgraw9491 Күн бұрын

impressive gains! how can I get your advlsor please, if you dont mind me asking? I could really use a help as of now

@Raymondcraw1967RaymondCrawley Күн бұрын

Rachel Sarah Parrish is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

@fredrickmcgraw9491 Күн бұрын

She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

@RickWatson-xu6gw Ай бұрын

Stocks are in a sweet spot but bears still fear a bubble is near bursting, I have a 7 figure ballpark goal and I intend spreading across maybe 50k - 150k on plummeting stocks, my question is how can I know when a market bottom has been reached?

@judynewsom1902 Ай бұрын

Many investors make common mistakes, such as insufficient research and lacking a clear plan. In my opinion, some financial situations can be managed independently, while others are best navigated with an advisor's help.

@Armstrong741 Ай бұрын

Agreed, partnering with the right planner is invaluable, my portfolio is well-matched for every season of the market, and recently hit 140% rise from early last year. I and my CFP are working on a 7-figure ballpark goal, tho this could take another year.

@HarrisRyan-oy8eo Ай бұрын

Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

@Armstrong741 Ай бұрын

I'm being guided by *Sharon Lynne Hart* who is widely recognized for her competence and expertise in the financial market. She has a thorough understanding of portfolio diversification and is regarded as an authority in this field.

@Armstrong741 Ай бұрын

@SeanTalkoff Ай бұрын

I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks this year. Hope to make millions in 2024.

@DavidCovington-st2id Ай бұрын

Since risk is at an all-time high right now, perhaps you should be a little more patient but remember the bigger the risk the bigger the results. Alternatively, you can consult a trained financial expert for strategy.

@SteveDutton-v Ай бұрын

Yeah, financial advisors could make a lot of difference, particularly in a market such as this. Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look. I have been using an FA since 2019, and I return at least $121k ROI, and this does not include capital gain.

@tmer831 Ай бұрын

Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

@SteveDutton-v Ай бұрын

My CFA ’’ Sharon Ann Meny , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..!

@tmer831 Ай бұрын

Thank you for the recommendation. I'll send her an email, and I hope I'm able to reach her.

@Jamesjerome0 2 ай бұрын

Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 and first half of this year with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?

@MickyGlover 2 ай бұрын

....If you lack knowledge about market investing tactics, get advice from a financial counsel0r.

@Benedictrud 2 ай бұрын

Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. C0nsequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisi0ons on when to buy and sell. So yes i think every investor should consider a similar apPproach....

@Owenra Ай бұрын

Please will you be kind enough to share the details of the man that helped you?

@Benedictrud Ай бұрын

She is well known as - MICHELE KATHERINE SINGH. please do your own research.

@Owenra Ай бұрын

I am on the look out for experts and after doing my research online will say she meets my requirements, Thank you for sharing with us. I already sent her a mail hoping she can make out time in her busy schedule to assist me.

@Angelavaldess 2 ай бұрын

Markets looks like 2015-16. Probably going back to all time highs, but will probably go sideways until fed signals rate cut, Recently sold 25% of my portfolio comprising of plummeting stocks that were recommended by certain financial KZfaqrs, quite devastating!

@Jaymilnere 2 ай бұрын

Not their fault, buying the dip does not guarantee a rebound. Next time consult a market expert instead of a random youtuber.

@hullbruce 2 ай бұрын

@@Jaymilnere Exactly, why I stopped taking financial advise from KZfaqrs, because in reality I end up with a collection of confusing stocks. Whereas, all I needed was a real market expert to have made over $650,000 in less than 2 years.

@hullbruce 2 ай бұрын

Exactly, why I stopped taking financial advise from KZfaqrs, because in reality I end up with a collection of confusing stocks. Whereas, all I needed was a real market expert to have made over $650,000 in less than 2 years.

@Angelavaldess 2 ай бұрын

@@hullbruce Glad to stumble on this commentary, I've been getting suggestions to use one, but where and how to find one has been challenging, Can i reach out to the one you use?

@hullbruce 2 ай бұрын

@@Angelavaldess I’m a Travel-Nurse, and my job doesn’t permit me the time to properly analyze my holdings/evaluate stocks myself, so I’ve had a fiduciary " Alicia Estela Cabouli'' " actively restructuring my portfolio for the past 4 years

@AdamLaus-xu8yb 27 күн бұрын

I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

@SloanJane-xp4kr 27 күн бұрын

Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.

@IsabelleMarie-m1g 27 күн бұрын

@NatalieFormor 27 күн бұрын

This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

@IsabelleMarie-m1g 27 күн бұрын

Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

@ThomasBrackett-tp2xe 27 күн бұрын

She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

@sarawilliam696 Ай бұрын

I like investing in close-end funds that pay monthly dividends. The trick is to hold long term and reinvest the monthly dividends plus buy more shares on a monthly basis or when ever you can afford to. This can be easily done because close-end funds are bought and sold on the stock market just like regular stock. That’d be enough to create a portfolio that would pay you between $50k to $70k in dividend income

@KaurKhangura Ай бұрын

Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional

@Justinmeyer1000 Ай бұрын

I wholeheartedly concur; I'm 60 years old, just retired, and have about $1,250,000 in non-retirement assets. Compared to the whole value of my portfolio during the last three years, I have no debt and a very little amount of money in retirement accounts. To be completely honest, the information provided by invt-advisors can only be ignored but not neglected. Simply undertake research to choose a trustworthy one.

@brucemichelle5689. Ай бұрын

Impressive can you share more info?

@Justinmeyer1000 Ай бұрын

There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

@brucemichelle5689. Ай бұрын

Interesting. I am on her site doing my due diligence. She seems proficient. I wrote her an email and scheduled a phone call.

@andersonedward787 Ай бұрын

I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $150k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?

@yeslahykcim Ай бұрын

the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.

@Tonyham198 Ай бұрын

You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.

@JamesScott433 Ай бұрын

Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

@Tonyham198 Ай бұрын

Laila artine kassardjian' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

@ChaeleisaMankinn Ай бұрын

Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

@austinbar 2 ай бұрын

I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio dwindle away is such an eye -sore.

@joshbarney114 2 ай 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.

@rogerwheelers4322 2 ай бұрын

Exactly why i enjoy my day to day market decisions being guided by a portfolio-coach, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not outperform, been using a portfolio-coach for over 2years+ and I've netted over a million dollars.

@FabioOdelega876 2 ай бұрын

I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.

@rogerwheelers4322 2 ай бұрын

I definitely share your sentiment about these firms. Finding financial advisors like Marisa Breton Dollard who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

@FabioOdelega876 2 ай бұрын

Marisa has the appearance of being a great authority in her profession. I looked her up online and found her website, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.

@AnnieBeckford Ай бұрын

It's a common misconception that when a stock you buy skyrockets, the smart thing to do is sell it (or at least sell some of it) to lock in your profits. But the context matters. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

@KatieBrookes-ob2qs Ай бұрын

@SamanthaCole-yq4ov Ай бұрын

@LizzieMcG_bahdi3 Ай бұрын

This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

@SamanthaCole-yq4ov Ай бұрын

Elisse Laparche Ewing is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

@AnnieBeckford Ай бұрын

She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

@FrankPatrick-no8zo Ай бұрын

I'm curious, for someone with less than $80,000 to invest, how would you recommend we enter the market? I am open to study some traders and copy their strategy rather than investing myself and losing money emotionally. What's your take on this approach?

@alicegomez7232 Ай бұрын

Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfolio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay financially secure for over five years, yielding nearly $1 million in returns on investments.

@alicegomez7232 Ай бұрын

There are many independent advisors to choose from. But I work with Monica Shawn Marti and we've been working together for almost four years and she's fantastic. You could pursue her if she meets your requirements. I agree with her.

@TaggeGust Ай бұрын

I will be forever grateful to you, you changed my entire 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 Charlotte Miller.

@masterotrunks Ай бұрын

She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states

@aarizphilip Ай бұрын

I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.

@ForwardMozell Ай бұрын

I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills

@bennettross1 Ай бұрын

Really you people know her? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading

@TaggeGust Ай бұрын

she's mostly on Instagrams, using the user name

@user-bt9cm7ze4c 2 ай бұрын

I've been hearing people who don't even follow stocks talk about how good their account is doing. That's always a warning sign.

@MyExcellentOpinion 2 ай бұрын

Thank you for sharing about your hardship during 2023. Wishing you lots of success.

@NewMoneyYouTube 2 ай бұрын

Thanks for the support! :)

@calebvalerga 2 ай бұрын

Your editor needs a raise. The visuals on your videos are so clean 🔌🔌

@NewMoneyYouTube 2 ай бұрын

The boys are good!

@user-qp5to9ct7g 2 ай бұрын

I’m in the too frothy camp and remember the internet bubble well. There’s a reason Buffet is sitting on $180B of cash and not buying anything. If it’s good enough for him then it is for me too. I’ll currently hang with a higher position in t bills and then reevaluate after the correction.

@987654321act 2 ай бұрын

Me too.

@Leopardipzg 2 ай бұрын

Why not just buy, and have a cautious stop loss enabled? You will get the benefit of possible profits, and you can just exit if it starts correcting. You'll be in a much better position than without buyign.

@greigsanderson 2 ай бұрын

$200B now.

@greigsanderson 2 ай бұрын

@@LeopardipzgYou know better than Warren Buffet?

@chrisp4170 2 ай бұрын

@@LeopardipzgIF your stop loss finds buyers in the chaos that occurs at crash time…

@Paul_seekingthetruth4U 2 ай бұрын

Never use FOMO when investing in stocks!!!!

@user-lb8bg6kj9m 2 ай бұрын

Use fomo for jumping in and out rapidly.

@mitchidufy 2 ай бұрын

Great shot on mental health! Keep up the good work, love your videos.

@Kataroku 2 ай бұрын

Nvidia is selling the shovels.

@3Dimensional3 2 ай бұрын

Love these vids bro, keep it up

@fdadrtrttewrt 2 ай бұрын

Thanks Brandon. You and Hamish are rocking it. I really look forward to your guys content.

@jordankeeling968 2 ай бұрын

Good on you for opening up mate, it's never an easy thing to do!

@jasonchapman131 2 ай бұрын

The comparison of the mag7 to those 1999 stocks isn't really fair as all of the mag7 have incredible cash flows and none of those other stocks from 1999 did.

@rorythompson864 2 ай бұрын

Yeah I agree. It's hard to see the mag 7 fail. They have grown into internet/tech giants and AI falls right into their wheel house. I can't see any small companies finding an AI niche before the mag 7, even then before they are just bought out anyway

@g_wylde Ай бұрын

Literally! The top '99 stocks were mainly startups or companies focusing on random things (e.g. pets, toys) who moved onto the new thing that was the internet. Compared to now, the Mag 7 (except Tesla) are all super well established companies who were already at the top for the last couple of decades (pretty much since that same internet bubble) and who've been at the cutting edge of new tech and been very profitable due to that for a long time. Even if/when the AI hype dies down, companies like Google and Apple aren't simply going to lose all of their value just based off that. Now, all the new "AI startups" popping up everywhere due to the hype? Sure, they're probably not gonna last long. But just like Microsoft survived the 2001 crash and went back to being profitable, Google, Apple, Nvidia are also likely to weather the upcoming AI crash.

@Compulsive_LARPer Ай бұрын

Nobody is saying that they are at risk of failing as companies (well, at least if you don't consider Tesla). Only that their insane PEs are due for a correction.

@majorshocker2097 2 ай бұрын

My first video of yours I've listened to... Excellent. I subscribed. Thank you for creating quality informative content.

@paulmeier3462 2 ай бұрын

Very good video.

@shellyperera2010 2 ай бұрын

The only answer to this question is to buy the haystack and to avoid betting on individual companies. Buy a global index tracker.

@NewMoneyYouTube 2 ай бұрын

I like your style!

@sociolocomtsac 2 ай бұрын

The market is collectively overvalued, while individual stocks can be cheap for whatever reason in the short term.

@shellyperera2010 2 ай бұрын

@@sociolocomtsac I held back from investing last autumn as everyone thought there would be a correction. But it didn't happen and I missed out on some good gains. The problem is nobody knows when the correction will happen and while you're sitting waiting on the sidelines making 5%pa you could have made 12% in 5 months in a global tracker.

@fmillik1660 2 ай бұрын

⁠@@shellyperera2010Time in the market beats timing the market.

@richm34 2 ай бұрын

Nice graphic of the DeLorean! 😃 Great content as always. Thanks for sharing!

@chkee17 2 ай бұрын

As a value investor, I prioritize risk management and capital preservation over aggressive pursuit of maximum gains. Ensuring longevity and stability in the market is of utmost importance.

@dontplayformenero 2 ай бұрын

Excellent video Brandon. Top quality.

@Modain33 2 ай бұрын

keep going bro. wish you all the best

@papapickett7267 2 ай бұрын

I think google is a fair play regardless of ai potential. Thats why i own it.

@MrMonozzz 2 ай бұрын

I Think Google will suffer from ai search engines from meta and others. Tesla could create tesla map and etc. Almost all their products can be at risk ....

@soundfly76 2 ай бұрын

Just wanted to say that I’ve been watching this channel for a while and really appreciate the quality content. Thanks ❤

@ellinorpettersson 2 ай бұрын

Love seeing mental health being brought up in male dominated communities. Keep up the good work!

@Scammmeralert 2 ай бұрын

It's only a sponsorship. Eat your feelings fellas

@user-lb8bg6kj9m 2 ай бұрын

@@Scammmeralert Pack it up, pack it in.

@tHebUm18 2 ай бұрын

BetterHelp is a garbage company that was just found to be selling private mental health data to FaceBook and Snapchat.

@APT4Tech 2 ай бұрын

Just don't look up BetterHelp's past. Yikes 😬😳

@tHebUm18 2 ай бұрын

@@APT4Tech Indeed--they are hugely exploiting the mental health crisis. They were recently found to be illegally selling private mental health data to 3rd parties.

@derek9948 2 ай бұрын

Buffet won't be buying any of these stocks at the current prices. Do i need to say more.

@saccount-z3 2 ай бұрын

great point

@petera2133 Ай бұрын

Love your honesty.

@gandmemoney 2 ай бұрын

Glad you are feeling better

@pmarcus431 2 ай бұрын

Well done big sauce, thanks for sharing hope you're holding up alright :)

@happy_exmo9422 2 ай бұрын

Thank You for recommending Better Help. Mental health is very underserved in the U.S. Good video. Very informative.

@Joey-Scott1975 2 ай бұрын

From $7K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me, now I have enough to pay bills and take care of my family.

@col-g543ew 2 ай бұрын

Some times last week I tried trading all alone, but ended up loosing $3K

@Joey-Scott1975 2 ай бұрын

Juliana' heidi understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profits. her siignals are top notch..

@puzio-c5K2 2 ай бұрын

Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to Juliana heidi.

@Joey-Scott1975 2 ай бұрын

*she often interacts on telegrams*

@Joey-Scott1975 2 ай бұрын

*@Heidi39* : That's her handle!

@simonburi3293 2 ай бұрын

Thank you for your openness regarding mental health. It is such an important topic for wellbeing, I am glad you mentioned it 🙏 A heartful thank from Switzerland for your high quality content! Go on like this, it is very appreciated☺️

@beng8320 2 ай бұрын

If you had bought 10K in Apple stock during the 2000 bubble high, it would be worth 2M today.

@TheHusam94 2 ай бұрын

Apple wasn’t magnificent 7 in 2000

@mateherbay2289 2 ай бұрын

Yeah, if you knew beforehand that you should choose Apple and not the dozens of other companies that were hyped that time and then went bankrupt.

@Deuzmaximus 2 ай бұрын

While that might be true (I didn't look it up) it might be 10m if you bought it in 2002

@Deuzmaximus 2 ай бұрын

I bought 3k of Binance in 2017,would be 2m today. Shit happens

@jjrossphd 2 ай бұрын

Thanks for talking about your tough times in 2023. We have all been there at some point, and I agree it is foolish not to take advantage of help when it is now just a click away. Very informative video.

@pan_salceson 2 ай бұрын

The comment by Howard Marks together with your explanation is, indeed, a wonderful summary of the situation. The idea of AI will live on and move on to change the world like a steam engine or the internet did. But the actors who build it and attempt to profit from it will change a lot. Damn, stock market investment is *so* close to gambling, even when you're trying to invest in value.

@holgermaschke1642 2 ай бұрын

Stay within your circle of competence.

@Alnamestkahdift 2 ай бұрын

Is boeing undervalued?

@CryptoCoin02 2 ай бұрын

Great content! The comparison of today's AI market to past bubbles is very eye-opening. It reinforces the importance of grounding investment decisions in realistic expectations rather than future promises.

@rcg7378 2 ай бұрын

I would like to congratulate you on this great video especially about mental health Showing vulnerability is the ultimate exhibition of strength Well done to have such maturity not only on financial prowess but also on approach to well being !!! Keep the great work and great spirit !! Rob from down under

@mitchlim 2 ай бұрын

Just like investing, life is forward looking. Learn from the mistakes and move forward!

@Cassander314 2 ай бұрын

We can change it, and we will

@Mike-yl2mg 2 ай бұрын

PEs arent anywhere near the 2000s bubble?

@jbweezer 2 ай бұрын

Moving the trail foot back probably provided better bracing for the right side of the body, compared to feet that are parralel? Going to try this as soon as I can get back to the range.

@Nikoya666 2 ай бұрын

Internet changed the world too, Internet was a bubble too

@seananstett8749 2 ай бұрын

Wheres your 13F video???? 🙏

@tHebUm18 2 ай бұрын

1:47 As a Tesla investor, personally loving most of their business still being autos--a highly cyclic industry--in the worst interest rate environment in over 20 years. Feels like the broad market trends are unreasonably suppressing it while FSD is a completely different and potentially much more lucrative AI play than the other software AI plays of LLMs.

@ghosthdel3098 2 ай бұрын

Is the Stock Market One Giant Bubble? YES... YES it is. Hahahahah

@ryanlutz1216 Ай бұрын

“They’re all up and to the right” - I don’t recall seeing any stock charts that moved left 😂😂

@mrhulls 2 ай бұрын

I would say not every magnificent 7 stock is overvalued. Google and meta arent

@Cassander314 2 ай бұрын

There is always an easy answer

@frasersamuel2867 2 ай бұрын

Regardless of ai i have held nvidia, Microsoft, alphabet, amsl & tsm for a number of years. They are solid companies in my opinion. I do also own some very boring companies like johnson and johnson to add stability to my portfolio & schwab high dividend fund. I'll have to reflect some more. My portfolio is highly concentrated and doing great. I'll have to reflect

@sebholding 2 ай бұрын

Amazon was one of those "high flying stocks" in the late 90s

@saferandquieteroads 2 ай бұрын

Is this the reason why Buffet sold some of his Apple?

@The_Unintelligent_Speculator Ай бұрын

The most important thing.

@larrygerry985 2 ай бұрын

Must be Sunday, annual Mark's bubble talk

@cnmike1988 2 ай бұрын

so true

@MrMonozzz 2 ай бұрын

😂

@fbaresi1681 2 ай бұрын

It's all going down soon.

@Cydia0 2 ай бұрын

How would this be affected when a stock split happens effectively causing the price to technically come down.

@radu2173 2 ай бұрын

I didnt't see warren buffet in every frame in this video, are you ok buddy?

@matthewharrison 2 ай бұрын

First comment after a lot of watching. I love the content generally and it is fantastic. My first and only gripe so far is the ben Graham comment at the end. My interpretation of Graham is he would see the business earlier in the sustainability part, this is a bit yesterday news. Their pe is outrageous and though it's unknown if or how much legs nvidia has, I'm not so sure it's a graham style endorsement

@ChrisBigBad 2 ай бұрын

Unless the seller just needs money, whenever a stock is traded, one party will lose. I sell my stocks because I think they will go down and I need to get out. Someone else will buy my stocks, because they think they will go up and they wanna take the ride. One of us is always wrong. Or am I missing something?

@k.h.6991 2 ай бұрын

Nope, you're right.

@RichardMoore-jg5tl Ай бұрын

It's sad how difficult things have become in the present generation. I was wondering how to utilise some money I had. I used some of it for e-commerce business, but that sank. I'm thinking of how to use what's left to invest, but I don't really know which way to go.

@RusuSilva Ай бұрын

Yeah, things may be hard right now, but I've come to realize both bear and bull market, recessions and economic boom, all provide opportunities to make high gains, I used to call bluff on folks that bragged about making a fortune from such down-markets until I happened to do so myself

@RossiPopa Ай бұрын

With my demanding job, I lack time for investment analysis. For seven years, a fiduciary has managed my portfolio, adapting to market conditions, enabling successful navigation and informed decisions. Consider a similar approach.

@NicoleBarker-he2vp Ай бұрын

this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

@RossiPopa Ай бұрын

Monica Shawn Marti is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

@NicoleBarker-he2vp Ай бұрын

I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip

@APT4Tech 2 ай бұрын

Great content as always thank you. However, please vet your sponsors I think you owe it your viewers at the very least.

@nixes1636 2 ай бұрын

Totally agree. I find AI advances to be too unpredictable to know who or if any current big software companies from magnificent 7 will benefit from it. Right now it just seems they are required to invest more into AI to compete with each other, but none of the 6 get extra returns from it.

@pawelp531 Ай бұрын

I'm in the same camp. I would be very cautious about investing in the AI. I appreciate there's a video like this not buying into the widespread craze

@TheBazino 2 ай бұрын

I think going into the M7 now is too late. Wait for the correction in something cheap with decent yield and get in cheaper then.

@ryanh9388 2 ай бұрын

At one point in time pundits floated the idea that Walmart was losing in retail because they didn’t have a website yet. Food for thought.

@jentjeb2370 2 ай бұрын

I think this was a below par video: a few months? ago there was on this channel an Indian guy explaining that NVIDIA was truly very high priced, but the others of the Magnificent 7 were valuated on the high side. You explained that NVIDIA needed to increase their profits by 40 % for many years to come. In this video there should have been more explanation of the multiples of the other Magnificant 7 stocks and put them better into perspective.

2 ай бұрын

You just gotta love videos on KZfaq about stuff that "nobody" sees....

@acefresh1402 2 ай бұрын

That's the water sommelier, he ain't fooling anyone

@NewMoneyYouTube 2 ай бұрын

hahaha the glasses definitely!

@johncox5839 2 ай бұрын

Share cost have zero correlation to company value or revenues. It’s just a price someone is willing to pay

@JM-gu3tx Ай бұрын

"yeeahz"? lol

@supermash1 2 ай бұрын

Commodities are the new leaders. Uranium miners / gold miners / etc.

@user-bt9cm7ze4c Ай бұрын

All 7 companies should merge into one Super Company named GAMMANT

@landerhendrickx3522 2 ай бұрын

Let’s revisit this video after NVDA earnings on Wednesday and again in a year. Growth has already slowed down from triple digit to double digit Q-o-Q number to single digit growth in earnings when it comes to expectations. With margins already over 75% this should come down I expect. What’s on the other side of this curve losing steepness? 😅

@miken7629 2 ай бұрын

Anymore than 5% stocks I cannot sleep at night, I remember the Credit Union & oil collapse in the 80's, I remember the Savings & Loan collapse in the 90's, I remember the 2002 & 2008 stock market crashes, I am planning a Hobo lifestyle after the next crash.

@The_WolfPack_Alpha 2 ай бұрын

Fortunately there is no Widespread conviction lmao, so to the moon we go

@GavinEidos 2 ай бұрын

Great story...Believe it or not, this is no joke, Just maybe the stock market is one giant bubble, get the services of a pro (that way, you give little room for error and get tailored investments). Made my first million earlier this year this way. Good luck

@michaelweissmullery4949 2 ай бұрын

FANG had Netflix and no Apple. And MSFT and NVDA were overlooked just a few years ago. TSLA always has haters. If you believe, buy QQQ and in the long run you’ll do well.

@mikecole1664 2 ай бұрын

I would not consider the Magnificent 7 (sans Tesla) to be in their infancy. These are well established companies that may not fold if they miss in AI.

@RobbieE33 2 ай бұрын

I think there are big differences as well. The internet is more of a new invention. A new platform... It was all or nothing at the time. AI is an application on that platform (innovation). The value that AI adds could take a little bit more time but i dont see google, meta and Microsoft fall through the bottom because of that. The value and growth even without AI is still very solid... It might go down when the hype bubble pops but i think they'll be here for the longrun

@flash521 2 ай бұрын

Depends. Harvard half answer

@sirtobi6006 2 ай бұрын

I don't think that the stock market is in a bubble. If it was in a bubble the stock market would outperform the M2 Money supply signifficantly. If you divide the stock marked through the M2 Supply you will see that that is just slightly above.

@bdek68 2 ай бұрын

😂😂😂ok

@TheUnderline115 2 ай бұрын

So sad to know Charlie is gone. Would have loved to hear his thoughts rn. RIP

@jlvandat69 2 ай бұрын

AI is certainly comparable to the internet in that it impacts every aspect of our lives and provides a very powerful tool. But I agree that it's too early in the development to have certainty regarding which companies will benefit the greatest. Nvidia 'seem' like a no-brainer, but AOL also 'seemed' like a no-brainer in the early days of the internet. Every industry will benefit from AI, but my guess is that certain healthcare companies will benefit the most, mainly because most healthcare systems are failing right now......broken so badly they are having a net-negative impact on public health. I can almost see AI riding in like the calvary to save the millions of healthcare-deprived folks, and producing incredible benefits in terms of very early disease detection and superior medical services at a much reduced cost relative to current levels. We'll see.......

@NewMoneyYouTube 2 ай бұрын

Great insight! Thanks for watching :)

@AlanMitchellAustralia 2 ай бұрын

Basically: 1) Tech stocks overvalued by traditional metrics & 2) Tech stocks not overvalued by growth metrics. However there is also #3: Stocks have psychological value beyond financial metrics - e.g. providing satisfaction, happiness, social status, education etc

@Cantescapejavascriptsorry 2 ай бұрын

This is exactly where Peter lynch tip in investing is going to come into play especially for people in tech or engineers having the advantage or expertise when it comes to AI. Ai has been literally a buzzword and falsely claimed in a lot of products. So being an engineer in that space helps to give an edge on products we believe will add great value or not.

@raybod1775 2 ай бұрын

Inflation drives up prices and profits, profits drive up stocks. AI investment will lead to profits. AI investment drives up semiconductors, primarily NVDA. Tech has worldwide sales and aren’t totally reliant on U.S. economy. Value investors don’t get it.

@SpeedbirdHeavy 2 ай бұрын

It seems only a year or two since the Metaverse and augmented reality were going to be the next big things. Then ai came in and bypassed them like an express train. I agree that one should tread carefully with new tech. I also agree that everyone should seek help for those tough times in life when you just don't know wtf to do with yourself.

@christerdehlin8866 2 ай бұрын

I'm not gonna claim that the seven aren't a speculative investment currently, but the comparison to the Dotcom bubble is a bit lacking. Most of the companies that went bust back then were start-ups with half baked ideas, and inexperienced leaders and staff, whereas companies like Apple and Microsoft are well established innovation machines that predictably churn out profits. They have an immense amount of market power, which makes it hard for new players to challenge their hegemony. I agree that their stocks probably are overpriced currently, but investors are unlikely to lose everything as was so often the case when the Dotcom bubble burst. I think it's realistic to expect a correction at some point, perhaps soon, but I doubt it'll be a total bust, especially not in the long run as the potential of AI becomes clearer.

@ryanwilliams989 Ай бұрын

I've owned NVDA for over 8 years. It's been up and down, but I believe in Jensen Huang and will stick with NVDA until Jensen says otherwise. I know that sounds crazy, but when the financial statements/Jensen, (same to me) tell me to sell, I will. I'm sure I won't sell at the top, but that's OK

@maryHenokNft Ай бұрын

you’re right! The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner

@hunter-bourke21 Ай бұрын

The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.

@maggysterling33254 Ай бұрын

@@hunter-bourke21 Amazing! I hope it's okay to inquire if you're still collaborating with the same fiduciary and how I can get in touch with them?

@hunter-bourke21 Ай бұрын

Wright promptly do a web check where you can connect with her *Gertrude Margaret Quinto* and do your research with her full names mentioned..

@BiancaSherly-qt6sb Ай бұрын

Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.