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Nick Colas and Jessica Rabe of DataTrek Research
Приєднався 17 чер 2023
We provide objective investment analysis based on an in-depth understanding of the data that moves asset prices. We dig into the most important investment themes of the day and deliver differentiated, actionable insights. All content comes from Nick Colas and Jessica Rabe, two highly experienced market professionals who are frequently quoted in the major financial press.
Sign up for a 2-week free trial to our daily investment newsletter on datatrekresearch.com!
Follow us on Twitter: @DataTrekMB
Check out DataTrek Merch here: datatrekresearch.com/shop
Sign up for a 2-week free trial to our daily investment newsletter on datatrekresearch.com!
Follow us on Twitter: @DataTrekMB
Check out DataTrek Merch here: datatrekresearch.com/shop
The Most Important Lesson I Learned in B-School
DataTrek co-founder Nick Colas goes back to his time at the University of Chicago and shares the most important lesson he learned while getting his MBA. It starts with a famous Harvard Business School case study about a greeting card company and ends with lessons for every trader and investor.
Please hit the like and subscribe button and share this video if you find it useful!
You can get a 2-week (no credit card) free trial to our daily market newsletter here: datatrekresearch.com
Twitter: @datatrekmb
DataTrek Merch: datatrekresearch.com/shop
Disclosures: DataTrek Research, LLC (“DataTrek”) is making the material, data and information (collectively “DataTrek Information”) contained in this video (this “video”) available to its viewers for informational purposes only. The DataTrek Information is not intended to provide tax, legal or investment advice, and does not constitute a suggestion, solicitation or offer to purchase or sell securities. DataTrek believes that the DataTrek Information is reliable, but does not warrant its completeness or accuracy. DataTrek assumes no duty to update such information. Viewers should carefully read the DataTrek Terms of Service, Privacy Policy and Subscription Agreement, including accompanying documentation, as those documents contain important information and disclosures about the products or services covered thereby. These documents are available at datatrekresearch.com/subscription-agreement-eula/?v=0b3b97fa6688, datatrekresearch.com/terms-of-service-for-datatrek-research-services/?v=0b3b97fa6688, and datatrekresearch.com/privacy-policy/?v=0b3b97fa6688. DataTrek Information is subject to change at any time. DataTrek is not responsible for third-party information or services, including market data from any securities exchange.
Please hit the like and subscribe button and share this video if you find it useful!
You can get a 2-week (no credit card) free trial to our daily market newsletter here: datatrekresearch.com
Twitter: @datatrekmb
DataTrek Merch: datatrekresearch.com/shop
Disclosures: DataTrek Research, LLC (“DataTrek”) is making the material, data and information (collectively “DataTrek Information”) contained in this video (this “video”) available to its viewers for informational purposes only. The DataTrek Information is not intended to provide tax, legal or investment advice, and does not constitute a suggestion, solicitation or offer to purchase or sell securities. DataTrek believes that the DataTrek Information is reliable, but does not warrant its completeness or accuracy. DataTrek assumes no duty to update such information. Viewers should carefully read the DataTrek Terms of Service, Privacy Policy and Subscription Agreement, including accompanying documentation, as those documents contain important information and disclosures about the products or services covered thereby. These documents are available at datatrekresearch.com/subscription-agreement-eula/?v=0b3b97fa6688, datatrekresearch.com/terms-of-service-for-datatrek-research-services/?v=0b3b97fa6688, and datatrekresearch.com/privacy-policy/?v=0b3b97fa6688. DataTrek Information is subject to change at any time. DataTrek is not responsible for third-party information or services, including market data from any securities exchange.
Переглядів: 1 297
Відео
Station F, Disruption, and Long Run Stock Returns
Переглядів 2,4 тис.16 годин тому
In today’s video, we show that the S&P 500 has dramatically outperformed MSCI Europe over the last decade (CAGR of 13.4% vs 5.7%), in large part due to the success of US Big Tech. For Europe to be competitive, it must embrace risk taking and entrepreneurship. Last month we toured Station F, the largest startup campus in the world, located in Paris. Everything to build a successful business is u...
S&P +50% Over the Last 2 Years, So What’s Next?
Переглядів 4,7 тис.Місяць тому
DataTrek co-founder Jessica Rabe discusses 2- and 3-year return averages for the S&P 500 and shows why US large caps still look attractive after their 50% gain over the last 2 years. Please hit the like and subscribe button and share this video if you find it useful! You can get a 2-week (no credit card) free trial to our daily market newsletter here: datatrekresearch.com Twitter: @datatrekmb D...
Our Best Investment Hack
Переглядів 8 тис.2 місяці тому
DataTrek co-founder Nick Colas shares his simple hack to help you avoid long-run investment losers and give you a decent shot at finding great stocks. He gives 8 examples of both good and bad names and explains why they ended up being productive or lousy investments. Please hit the like and subscribe button and share this video if you find it useful! You can get a 2-week (no credit card) free t...
Using Correlations to Call Turns in NVDA/S&P 500
Переглядів 3 тис.3 місяці тому
DataTrek co-founder Jessica Rabe shares one key measure we’ve used to make the right calls on US equities this year, including the recent selloff. One example: S&P 500 sector correlations to the index were abnormally low in mid-July, which told us that investors were too optimistic about US stocks. The pullback since has seen correlations increase back to near-normal levels. We’ll want to see t...
How to Launch Your Career: Jessica’s Journey and Advice
Переглядів 1,4 тис.6 місяців тому
DataTrek co-founder Jessica Rabe shares how she used her unconventional background to start working as an analyst for a global brokerage in NYC at 19, and offers up her best career advice for Millennials and Gen Z. Lastly, she gives 3 interview questions and answers you should know if you want to work on Wall Street. Feel free to share this video with anyone early on in or about to embark upon ...
How We Use Google Trends to Beat The Street
Переглядів 6 тис.6 місяців тому
DataTrek co-founder Jessica Rabe shares how we use Google Trends search volumes to gauge everything from the strength of the US consumer and labor market to retail investor sentiment in real time. That’s because it’s a crowdsourced indicator of broad social attention on a wide range of topics. Please hit the like and subscribe button and share this video if you find it useful! You can get a 2-w...
When Is The Next Recession?
Переглядів 6 тис.7 місяців тому
Many institutional investors are concerned about a US recession in the next 12 - 24 months. In this video, DataTrek co-founder Nick Colas 1) explains why they think the American economy may see a slowdown very soon and 2) discusses various portfolio hedges that can help offset this risk. Please hit the like and subscribe button and share this video if you found it useful! You can get a 2-week (...
Make Investing Your Side Hustle
Переглядів 4 тис.8 місяців тому
DataTrek co-founder Jessica Rabe discusses how to make investing your side hustle. Many of her peers want other sources of revenue to supplement their salaries and create wealth over the long run. Investing is one way they’re interested in making their money work for them instead of them just working to make money. However, they often confuse trading and investing, which are very different. The...
US Stocks Are Not In A Bubble… Yet
Переглядів 2,7 тис.8 місяців тому
DataTrek co-founder Nick Colas shares why we don’t think US equities are in a bubble, and the 3 signs that can help spot one. He also explains how a stock bubble could develop later this year and into 2025. Please hit the like and subscribe button and share this video if you found it useful! You can get a 2-week (no credit card) free trial to our daily market newsletter here: datatrekresearch.c...
VC Boom/Bust, And Why Stock Investors Should Care
Переглядів 1,3 тис.8 місяців тому
DataTrek co-founder Jessica Rabe explains the relationship between venture capital and public equity markets. The speculative craze of 2021 is over in both the VC community and stocks. Until there’s more clarity on the macro front and a successful batch of venture-backed IPOs, VC funding will likely struggle to reaccelerate. The sooner this happens, the better for public equity investors. A vib...
Investment Prepping 101
Переглядів 4,1 тис.9 місяців тому
DataTrek co-founder Nick Colas gives his 3 key pieces of advice for disaster planning in both real life and investing. He shares what’s in his “go bag” in the event of a crisis and how those items relate to the strategies he uses to get through a shock in capital markets. Please feel free to share this video! Please hit the like and subscribe button if you enjoy the video! You can get a 2-week ...
DataTrek 2024 Investment Outlook Survey Results
Переглядів 1,4 тис.10 місяців тому
We have the results to our recent DataTrek 2024 Investment Outlook Survey. Well over 500 people took our survey, the vast majority from our own readership base which is mostly investment professionals. Overall, most survey respondents are bullish on US equities this year and Tech more specifically. Bullish survey takers don’t think the US economy will see a recession this year and believe rates...
Millennial/Gen Z Rookie Investor Mistakes
Переглядів 2,4 тис.11 місяців тому
DataTrek co-founder Jessica Rabe discusses the 7 rookie mistakes she sees her millennial peers or younger cohorts making when it comes to investing. She covers everything from investing in stocks, virtual currencies and options to debunking myths like needing lots of money to invest or feeling like you missed out on investment opportunities from seeing peers brag about it on social media. Pleas...
US Labor Market: Too Resilient for Rate Cuts
Переглядів 1 тис.11 місяців тому
DataTrek co-founder Jessica Rabe takes a deep dive into the current state of the US labor market in today’s video, given that it is a critical driver of future Federal Reserve monetary policy, domestic economic growth, and corporate profits. She uses some unconventional and more detailed metrics, from Google Trends to Quits and Job Openings data, as they explain what’s driving the headline jobs...
Disruptive Innovation: The Most Misunderstood Investment Concept
Переглядів 3,5 тис.Рік тому
Disruptive Innovation: The Most Misunderstood Investment Concept
Nick always on point. Ty.
Love your videos- never miss an episode. As a fellow MBA grad I found this super relatable!
Excellent video, concise, useful, practical. Thank you. Looking forward to more of your insightful videos.
Thanks for sharing and education. Happy Thanksgiving
Happy Thanksgiving! Grateful you took the time to watch!
Fascinating and Topic A today in finance. Our son's venture stage company, and likely all venture stage companies today, ask themselves questions about paths to liquidity events, timing of the events, delaying the events in favor of remaining private longer, growth by organic vs acquisitive (or both) means, et cetera. Comparing that decision space with that my generation--now retired--faced in Silicon Valley leaves me fascinated, in constant conversations with our son, and honestly, a bit dizzy. Thanks Nick; appreciate you.
Thank you for watching! We cover VC funding trends closely. We see that market as a “free lunch” for public equity investors. VCs find and fund thousands of disruptive businesses, most of which either fold or generate weak returns. A few, however, eventually go public, mature into large public companies, and help drive long-run equity returns. Best of luck to your son!
Nick thank you for this excellent question : "What is my goal ?" I ask myself that question before investing and often decide not to invest in the stock at hand. I really appreciate your videos and keep your advice as daily reminders of how to behave before investing.
Thank you very much for your support, so glad it's useful!
Nick, great video. Very useful way to think about things. Frameworks are super important. Thanks for sharing.
Thank you for watching, so glad you liked it!
Buy bit coin
Yeah that’s what I was thinking. Buy a business that owns a bunch of assets, sell off those assets to buy bitcoin for better future returns
@ST5S5 any business I start is fighting 15 % fiat debasement a year. Yeah bit coin to build wealth
No wonder you don't have more subscribers. Your video provokes thought. No bear porn or flashy intros. Thank you.
Thanks for taking the time to watch!
Happy Thanksgiving holiday Nick. Thank you for what you do to educate the community!
Happy Thanksgiving! Thank you for your interest in our work!
Excellent reminder that there are two ways to manage to increase shareholder value. Financial leverage and business leverage. Find companies who do both. 🖖🏻
Thank you for watching!
Very Interesting 🤔. Thanks Nick.
Thank you for watching!
❤
CNBC should alternate Nick and Jess every damn weekday… Nick taught me to invest a couple extra in energy. Jessica taught me invest a couple extra in HYSA. Nick and Jess!!! Screw the rest!!! DataTrek!!! No shipwreck!!!
Thanks so much for watching and for your support!!
Some crazy data about the age of European companies. Great insight, but still not convinced Western Europe has any future as an innovation hub without massive political change.
Thanks very much for watching! Yes, they have a long way to go to change the culture, but thankfully Station F is a great start.
The volume is little low. Thx.
I've tried investing before, but it didn’t go as planned. With the markets reacting to Trump's return, the dollar spiking, and fixed income dropping, I’m thinking ETFs might be a more reliable option. What are the best 5 ETFs for a beginner looking to invest a lump sum?
In no order: 1) VOO 2) QQQM 3) SCHG/VUG 4) VTI 5) SCHD/DGRO. Personally I put down 1.2m$ on few ETFs, still diversifying. it was this time last year I made my first break through with a liquid 370k. Handed it to a trader here in TX, I get weekly pay out which I put back on long term ETF's. Tesla will be a huge buy for me when the market bottoms.
Thank you, I already added VOO and QQQM, can you share this Pro with me.
Yeah, Jennifer Kristie Taylor use her name to look her up.
I met Jennifer Kristie for the first time last year at a womens' conference here in Pennsylvania, and my life has changed for the better since then. God bless her!
Very informative. Thanks, Jessica. This is a good first step for Europe. They’ve got a long way to go and it’ll be interesting to see what kind of progress is made over the next few years.
Thanks so much! Agreed!
From compound - first time watching your video, loved it!
We're so glad, thank you for watching!
Love your content! Never miss an episode, great stuff.
Thanks so much that means a lot!
Really interesting. Thank you.
Thank you for watching!
Peaked my curiosity about the Station F. Thank you!
Awesome, it’s a really cool place. Thank you for watching!
Jessica and Nick always bring it! Thank you DataTrek,...
Thanks so much for watching and for your support!
what is the ticker symbol for msci europe?
IEUR
@@NickColasandJessicaRabe thanks
Love it. Small thing: Can you increase the volume of the mic?
Thank you!! Yes 👍
@@NickColasandJessicaRabe Thanks!
I did a hackathon there once, sponsored by SocGen. good days.
You never explained how to profit from chat gbt play ?
In USA you need $25 k to do options trading i think so it not really an option for most people
how does one graduate high school and university early
Bit coin baby
excellent presentation
Excellent presentation. Thank you. Subscribed.
Thanks for these indicators. Do you have any easy way we can access correlation data from a retail investor side of things?
So glad I was introduced to this channel by the Compound channel. Will now proceed to watch all your videos! Thank you
Very informative been seeking some knowledge on this topic this video help me out a lot.👍
very simple, no insider lingo, no conflict of interest discernible. thanks for the tips 👍
That was nice! Glad I started following you guys. Congrats on your career, inspirational!!
Thanks so much!
Great.
Makes sense! Loved this episode. Thanks!
@@jeffreyharrison4045 thank you!!
Jessica's a trip! Market wiz, data/research firm founder... but looks & sounds like a teenager. 🤨 😂 👍🏼
What are your thoughts on the MOVE index as a predictor? Thank you.
Feel so bad for people under age 50 who have been underweight tech and sold out in 2022 and been sitting in money markets since 2022. Yikes. They missed a huge margin of safety opportunity.
question: so to construct this scatter plot chart that is the basis for the chart above, did you place S&P500 on one axis--but how did you derive the y-axis values? Are the y-axis value the AVERAGE of tech, industrials, discretionary, finance, and healthcare indexes? It's unclear to me how you built the datatable.
Thank you Nick for your insights and clarity of emphasis.
Saw you and Nick on Downtown Josha Browns podcast and loved your explanations on the S&P and Nasdaq charts over time. The VIX indicator was especially helpful. I've subscribed to your channel.
@@tommy-73-dash thanks so much!!
I like that…” a double is a bubble”… and the market may soon be rubble… but a single means mingle and take the long VOO until we hit the next double
Respect Jesica! Well done
@@Larryake thank you!
Awesome video! I think that I am going to watch your entire series
Great explanation. Just what I needed. Thank you!
Thank you, great video. This furthers my education into std deviations and correlation. I do have a question: I heard Nick say that a SD for the Vix is 8. How are Std Dev’s determined or calculated for each asset or class? Or should I go back to college? I may be the oldest student there! 😂