'Big Short' Investor Steve Eisman Reveals: Market's Four Mega Themes

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  • Опубліковано 28 гру 2024

КОМЕНТАРІ • 52

  • @henrymitchell9717
    @henrymitchell9717 4 місяці тому +40

    Great Buying opportunities today. Embracing pullbacks and correction is key. This is where the money is made!

    • @MHousley
      @MHousley 4 місяці тому +7

      As always, smart investors buy stocks and etf when the market is down, while dumb investors flee to bonds and bank accounts. Wealth is made in corrections and crashes. We don't know for sure if this drop is just a normal correction or a crash, I suspect that is just a seasonal correction because most companies are making profits and growing.

    • @Aussie.ln.a.T-shiRt
      @Aussie.ln.a.T-shiRt 4 місяці тому

      It’s daunting if you ask me, the market has gone bonkers. What’s left of my 90000 portfolio now isn’t looking good, I am eager about ways to capitalize on the market

    • @larrydimon7811
      @larrydimon7811 4 місяці тому +8

      Absolutely! Fortunes are made in bear markets. We aren't in a bear market, but nibbling on heavy red days has proven to be fruitful for me over 3 years of investing. My portfolio is built to create generational wealth in all markets, especially (ironically) in red markets and just surpassed the ~$1m milestone. Don’t sell when the market is down. Even if you are a DIY investor, sometimes it's best you consider consulting with a CFA for strategies and smarter, informed investing moves.

    • @knockoutlightz
      @knockoutlightz 4 місяці тому

      I’m trying to get an advisor for guidance but it’s harder than you think. Anyone who is fee-based is hard to find and usually have a heavy workload. Would you be comfortable sharing a recommendation if it’s not too much trouble

    • @larrydimon7811
      @larrydimon7811 4 місяці тому +2

      Oh very well then, conducting due diligence on Lina Dineikiene should suffice. She has established a notable reputation over time, and her system is acclaimed for its outstanding quality.

  • @GillerHeston
    @GillerHeston 4 місяці тому +7

    3:13 Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.

    • @joshbarney114
      @joshbarney114 4 місяці тому +6

      This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.

    • @rogerwheelers4322
      @rogerwheelers4322 4 місяці тому +6

      When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.

    • @FabioOdelega876
      @FabioOdelega876 4 місяці тому +4

      I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?

    • @rogerwheelers4322
      @rogerwheelers4322 4 місяці тому +6

      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
      @FabioOdelega876 4 місяці тому +5

      Excellent share, just inputted Marisa Breton Dollard on the internet, spotted her consulting page ranked top and was able to schedule a call session. I’ve seen commentaries about advisors but not one looks this phenomenal.

  • @tatankaiyotake2098
    @tatankaiyotake2098 4 місяці тому +9

    Thank you Meb, great conversation. Thanks to Steve E. for an honest appraisal of how the political spectrum has changed.

  • @zeus74c1
    @zeus74c1 4 місяці тому +1

    What company is he talking about,”Quanta”? Did I hear that correctly?

  • @barfly1984
    @barfly1984 3 місяці тому

    I would add two trends to Steves. Health services $THC, $HCA etc and concentration of wealth via money managers

  • @AndySowyer
    @AndySowyer 4 місяці тому

    Thank you Meb! Can you invite Seth Klarman?

  • @jeffreyharrison4045
    @jeffreyharrison4045 2 місяці тому

    Fantastic!

  • @barfly1984
    @barfly1984 3 місяці тому

    Love Steve. Sharp as they come. I remember when he mentioned Motorola at least a few years ago when it wasn't fashionable at all and nailed it like he has the infrastructure plays.

  • @MartiDurant
    @MartiDurant 4 місяці тому +1

    Steve is awesome! Great episode

  • @kpduffy
    @kpduffy 4 місяці тому

    Eisman: "Under this administration, traditional energy has been radically deemphasized. So if you were investing in the energy sector over the last several years, I'm guessing that you haven't made much money."
    Since 1/25/21, the XLE is +130% vs. +51% for the S&P 500. Include dividends and the gap is even wider.

  • @jays9870
    @jays9870 4 місяці тому

    Terrific guest; thank you

  • @FrizzelFry
    @FrizzelFry 4 місяці тому +1

    Good interview - too much editing/cutting prices out I my opinion though, but no biggy

    • @mebfaber1
      @mebfaber1  4 місяці тому

      Appreciate the feedback!

  • @aaronb8698
    @aaronb8698 4 місяці тому

    Would of like to ask him price on gold prediction

  • @kasmstamps1897
    @kasmstamps1897 4 місяці тому

    18:30 a week is a long time in politics. If the dems come out with a basic statement like "crypto is part of the economy - we introduced two ETFs this year".
    50 million Americans have crypto.

  • @juandeltoro5189
    @juandeltoro5189 4 місяці тому

    Nice

  • @x2ul725
    @x2ul725 4 місяці тому

    Training AI could be expensive and need technologists trained in not just coding but total safety integration. Transportation may take first attempt with signals. They have the technical people and gov backing to insulate the costs.

  • @chrismullarkey3181
    @chrismullarkey3181 4 місяці тому

    Steve, you dont believe Bitcoin will flip gold as a store of value?!? Keep doing work on that equation.

  • @Annette_Lisa
    @Annette_Lisa 4 місяці тому

    Fantastic video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires

  • @jacqueslucas8616
    @jacqueslucas8616 4 місяці тому

    Money down a black hole….

  • @maninboulder
    @maninboulder 4 місяці тому +1

    Eisman is full of himself.

  • @Well_Earned_Siesta
    @Well_Earned_Siesta 4 місяці тому

    Steve's statement about renewables being "physically impossible" is laughably wrong. You could power the entire United States with just 500 square miles of solar in Arizona. And that's not even counting the phenomenal wind and geothermal resources we have. It would take a fraction of a percent of land area to easily power the entire United States with renewables, and have plenty of battery backup for intermittency. If you're going to bet on fossil fuels, be prepared to lose a lot of money

  • @alidalal3961
    @alidalal3961 4 місяці тому +1

    This interview aged like milk

  • @George-jm4rn
    @George-jm4rn 4 місяці тому +2

    I tune in for investment insights, not for political commentary. Frankly, I can't image who would care about the political views and prognostications of either the host or guest.

    • @KK-pm7ud
      @KK-pm7ud 4 місяці тому +4

      Politics determine policy. Those policies impact asset valuations.

    • @Cos_Why_Not
      @Cos_Why_Not 4 місяці тому

      It typically has some impact on investment, which is what the program discussed.

  • @johnnymartinARTIST
    @johnnymartinARTIST 4 місяці тому

    ok interview until dumb political views and narrow thinking by guest and host...just remembered why I don't listen to MEBANE...

  • @OZKitchen
    @OZKitchen 4 місяці тому +1

    A trump supporter calling anything else bizarre is laughable. Pot and kettle man.

  • @Annette_Lisa
    @Annette_Lisa 4 місяці тому

    Thank you for sharing. Financial education is crucial today to show incredible resilience and discipline in the volatile market, masterfully balancing strategy and insight for success. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 200k to a decent 632k in the space of a few months... I'm especially grateful to Evelyn Infurna, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

  • @Annette_Lisa
    @Annette_Lisa 4 місяці тому

    Thanks for the informative video,your information is incredible, however, knowing that everything related to investing. I advise traders, especially beginners, to research the market before entering it.I have to say there are more benefits to trading than just holding. Big thanks to Evelyn's Infurna who always keeps me updated. I am so glad I started her program.