Nick Colas and Jessica Rabe of DataTrek Research
Nick Colas and Jessica Rabe of DataTrek Research
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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.
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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...
Skydiving Lessons for Investors
Переглядів 994Рік тому
Skydiving Lessons for Investors
Why We’re Bullish on Gold
Переглядів 6 тис.Рік тому
Why We’re Bullish on Gold
The BEST Way to Value Tesla
Переглядів 6 тис.Рік тому
The BEST Way to Value Tesla
Disruptive Innovation: The Most Misunderstood Investment Concept
Переглядів 3,5 тис.Рік тому
Disruptive Innovation: The Most Misunderstood Investment Concept
Use the VIX to Invest/Trade Smarter
Переглядів 8 тис.Рік тому
Use the VIX to Invest/Trade Smarter
Our 3 Cardinal Rules of Investing!
Переглядів 9 тис.Рік тому
Our 3 Cardinal Rules of Investing!

КОМЕНТАРІ

  • @jacobbillig9963
    @jacobbillig9963 2 години тому

    Nick always on point. Ty.

  • @fhowland
    @fhowland 3 години тому

    Love your videos- never miss an episode. As a fellow MBA grad I found this super relatable!

  • @lizlemon9632
    @lizlemon9632 5 годин тому

    Excellent video, concise, useful, practical. Thank you. Looking forward to more of your insightful videos.

  • @gerarddaniels4439
    @gerarddaniels4439 6 годин тому

    Thanks for sharing and education. Happy Thanksgiving

  • @ssiowi
    @ssiowi 10 годин тому

    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.

    • @NickColasandJessicaRabe
      @NickColasandJessicaRabe 8 годин тому

      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!

  • @ScottRawdin
    @ScottRawdin 10 годин тому

    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.

  • @vikingvancouver9832
    @vikingvancouver9832 10 годин тому

    Nick, great video. Very useful way to think about things. Frameworks are super important. Thanks for sharing.

  • @cryptoguruguy8965
    @cryptoguruguy8965 11 годин тому

    Buy bit coin

    • @ST5S5
      @ST5S5 9 годин тому

      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

    • @cryptoguruguy8965
      @cryptoguruguy8965 7 годин тому

      @ST5S5 any business I start is fighting 15 % fiat debasement a year. Yeah bit coin to build wealth

  • @Carol-cb9yu
    @Carol-cb9yu 11 годин тому

    No wonder you don't have more subscribers. Your video provokes thought. No bear porn or flashy intros. Thank you.

  • @luckx6692
    @luckx6692 11 годин тому

    Happy Thanksgiving holiday Nick. Thank you for what you do to educate the community!

  • @teachingjaw
    @teachingjaw 11 годин тому

    Excellent reminder that there are two ways to manage to increase shareholder value. Financial leverage and business leverage. Find companies who do both. 🖖🏻

  • @chuckhanabergh8579
    @chuckhanabergh8579 11 годин тому

    Very Interesting 🤔. Thanks Nick.

  • @yuexiaxu
    @yuexiaxu 12 годин тому

  • @anothername2730
    @anothername2730 2 дні тому

    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!!!

  • @lrm21
    @lrm21 3 дні тому

    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.

    • @NickColasandJessicaRabe
      @NickColasandJessicaRabe 3 дні тому

      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.

  • @victorkomd1
    @victorkomd1 4 дні тому

    The volume is little low. Thx.

  • @borisVladimir2
    @borisVladimir2 4 дні тому

    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?

    • @stevenorris1
      @stevenorris1 4 дні тому

      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.

    • @borisVladimir2
      @borisVladimir2 4 дні тому

      Thank you, I already added VOO and QQQM, can you share this Pro with me.

    • @stevenorris1
      @stevenorris1 4 дні тому

      Yeah, Jennifer Kristie Taylor use her name to look her up.

    • @sophialharper
      @sophialharper 4 дні тому

      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!

  • @The_Reasonable_Man
    @The_Reasonable_Man 5 днів тому

    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.

  • @zahinchowdhury5596
    @zahinchowdhury5596 5 днів тому

    From compound - first time watching your video, loved it!

  • @fhowland
    @fhowland 5 днів тому

    Love your content! Never miss an episode, great stuff.

  • @celestialfix
    @celestialfix 5 днів тому

    Really interesting. Thank you.

  • @SanthoshDevati
    @SanthoshDevati 5 днів тому

    Peaked my curiosity about the Station F. Thank you!

  • @freddonson5436
    @freddonson5436 6 днів тому

    Jessica and Nick always bring it! Thank you DataTrek,...

  • @danielslara2010
    @danielslara2010 6 днів тому

    what is the ticker symbol for msci europe?

  • @Hawking1969
    @Hawking1969 6 днів тому

    Love it. Small thing: Can you increase the volume of the mic?

  • @patienceisalpha
    @patienceisalpha 6 днів тому

    I did a hackathon there once, sponsored by SocGen. good days.

  • @cryptoguruguy8965
    @cryptoguruguy8965 8 днів тому

    You never explained how to profit from chat gbt play ?

  • @cryptoguruguy8965
    @cryptoguruguy8965 8 днів тому

    In USA you need $25 k to do options trading i think so it not really an option for most people

  • @cryptoguruguy8965
    @cryptoguruguy8965 8 днів тому

    how does one graduate high school and university early

  • @cryptoguruguy8965
    @cryptoguruguy8965 8 днів тому

    Bit coin baby

  • @robertbmoss6319
    @robertbmoss6319 9 днів тому

    excellent presentation

  • @celestialfix
    @celestialfix 13 днів тому

    Excellent presentation. Thank you. Subscribed.

  • @JesusPeopleSF
    @JesusPeopleSF 17 днів тому

    Thanks for these indicators. Do you have any easy way we can access correlation data from a retail investor side of things?

  • @beatriceleigh28
    @beatriceleigh28 18 днів тому

    So glad I was introduced to this channel by the Compound channel. Will now proceed to watch all your videos! Thank you

  • @Sheldon_3050
    @Sheldon_3050 19 днів тому

    Very informative been seeking some knowledge on this topic this video help me out a lot.👍

  • @JesusPeopleSF
    @JesusPeopleSF 21 день тому

    very simple, no insider lingo, no conflict of interest discernible. thanks for the tips 👍

  • @vasil6941
    @vasil6941 22 дні тому

    That was nice! Glad I started following you guys. Congrats on your career, inspirational!!

  • @McJohn-Fog
    @McJohn-Fog 23 дні тому

    Great.

  • @jeffreyharrison4045
    @jeffreyharrison4045 24 дні тому

    Makes sense! Loved this episode. Thanks!

  • @808BizStuff
    @808BizStuff 26 днів тому

    Jessica's a trip! Market wiz, data/research firm founder... but looks & sounds like a teenager. 🤨 😂 👍🏼

  • @marciandjohn6320
    @marciandjohn6320 26 днів тому

    What are your thoughts on the MOVE index as a predictor? Thank you.

  • @andrewt9434
    @andrewt9434 26 днів тому

    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.

  • @bureaucrazy1234
    @bureaucrazy1234 26 днів тому

    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.

  • @tommy-73-dash
    @tommy-73-dash 26 днів тому

    Thank you Nick for your insights and clarity of emphasis.

  • @tommy-73-dash
    @tommy-73-dash 26 днів тому

    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.

  • @roobear5357
    @roobear5357 27 днів тому

    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

  • @Larryake
    @Larryake 27 днів тому

    Respect Jesica! Well done

  • @yonchu747
    @yonchu747 Місяць тому

    Awesome video! I think that I am going to watch your entire series

  • @yonchu747
    @yonchu747 Місяць тому

    Great explanation. Just what I needed. Thank you!

  • @mylifeonthebeach
    @mylifeonthebeach Місяць тому

    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! 😂