Jonathan Wellum: Buffett Hoards Cash - Is a Market Shift Coming?
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- Опубліковано 17 жов 2024
- James Connor welcomes Jonathan Wellum, CEO of ROCKLINC Investment Partners, to discuss Warren Buffett’s decision to build cash reserves, the overvaluation of tech stocks like Nvidia, and why precious metals might become key to protecting portfolios. Wellum also covers Buffett’s increasing exposure to energy stocks, concerns over baby boomers’ equity exposure, and the broader high market valuations. With markets on a complacent and continuous rise, could a significant shift be near?
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at bit.ly/4ePKGQL
Chapters:
01:20 - Jonathan’s Take on the US Economy
03:36 - Nvidia & Tech Stock Overvaluation
09:53 - TD Bank and the Banking Sector
11:53 - The Level of Market Complacency
14:40 - Warren Buffett’s Cash Strategy
17:36 - Buffett’s Energy Investments
18:32 - Rocklinc’s Investment Strategy & Positions
23:25 - The Canadian Economy: In Rough Shape
30:21 - 2025 Canadian Elections Outlook
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I'm new at this, please how can I reach her?
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
Every time a household name like Burry makes a big move, it instantly creates uncertainty in the markets. 75% of my $400k portfolio comprises of plummeting stocks which were once revered. Do i liquidate and bear losses or just hold on?
They're better investment strategies than moving to all cash waiting to deploy. Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors.
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I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with "Melissa Elise Robinson for years and highly recommend her. Look her up to see if she meets your criteria.
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Unfortunately, not all of us were financially literate early. I was 35 when I finally educated myself and started taking steps. I went from $176,000 in debt with zero savings or retirement to now, 2 years later, fully debt-free and over $1000,000 net worth. I know that doesn't SOUND like a lot, but I'm incredibly proud of it. Now I'm fast-tracking my wealth building (investing $400,000 annually) and don't owe a dime to anyone. It's a good feeling!
I want to start too but i don't know how..
Lol, what strategy do you use please?
Exploring new investment opportunities demonstrates your proactive stance towards financial growth during these volatile times. Diversifying your portfolio can play a crucial role in effectiveIy mitigating risks..
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 Sonia karen
She is my family' personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
I'm primarily holding cash right now, waiting for the market to adjust to current economic conditions or are there any strategies I can use to avoid strain and make the most of my $350K savings?
from studies, 90% of the time in an election year, the stock market stays positive for quite a long time. 2024 is no exemption, but it is better to be guided, ideally by a well experienced and licensed advisor
I just use UA-cam for research purposes, I run all my major investment through an investment adviser, the market is just too unstable to handle things on your own. I have consistently restructure and diversify my portfolio/expenses and I’ve made over $3million in gains in close to a decade of having one
I could really use the expertise of this advsors
Her name is ‘Marissa Lynn Babula’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her.
In recent years, a significant portion of the stock market returns have been driven by just a handful of companies that have come to be known as the “Magnificent 7” (AAPL, MSFT, NVDA, GOOGL, AMZN, META, TSLA) Which of these stocks do you consider the 'healthiest' in terms of profit and risk?
Best thing is to carry out extensive research and be on top of current events. Know how current events can alter share prices and apply logic over your emotions. This is what worked for me. Best of luck.
The stock market is a way to hedge against inflation. Most notably amidst recession, investors need to understand where and how to allocate funds to hedge against inflation and still make profits.
In order to make profits from trading you need loads of experience and a well defined strategy, which most traders don't have. If you trade without the proper preparation, you're most likely to lose your money. Identify the buy/sell ratios and identify the market leaders and most importantly. Diversify! this will help you spread risk.
"It's usually best to ignore the trend whether bullish or bearish and stick to a proper trading plan maybe from the help of a professional. I recently just started investing again so I am still in touch with the consultant that provides entry and exit points on the securities I focus on. She does all the technical analysis legwork while I go about my other businesses. You can use something else if you are the DIY type of guy, investing has no one way to do it".
I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. 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.!!
We are living in a central planned economy where every good thing seems controlled, from real estate to stocks and now gold. I'm open to ideas how to safeguard and grow my wealth amid high inflation, can't let over a mil lose its value by just sitting in my bank.
I think you're better off speaking with a certified market strategist, they can help with pointers on equities to acquire
Right, when it comes to situations like this, having a seasoned advisor diversify your portfolio for high performance is ideal and thankfully, I can attest to this approach, seeing my holdings of $800k grow by 240% in barely 3 years.
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Stacy Lynn Staples is my FA. Just google the name and you’d find necessary deets. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
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Question: What exactly is the true valuie of the USD or treasury bonds, if the only support is debt of 35 Trillion and a recession ahead?
It's online with his historical cash allocation. It's a larger number not a larger percentage of his portfolio.
Lies. The percentage is extremely high. Why would he have sold half of two of his biggest positions with Apple and BoA just to have a lower percentage? Stop spewing crap
Detective of Money Politics is following this very informative content cheers from VK3GFS and 73s from Frank from Melbourne Australia 😊
You and me both Buffet!
When reading all the FOMO comments I am reassured about my massive short positions
Thanks again Johnathon ... enjoy your discussions.
Thank you ❤
Show me one solid example of when equities go down, metals go up.
2000-2010, 1970-1980
I believe the same as some other financial channels that we were in a 2007 cycle and we should start to crash this month, but because of all the deficit spending it will not crash but keep going up until the end of the year. Also same situation in Australia we also have a terrible government with same policy.
Buffet hoarding cash. So? He have so much cash, he doesnt really have to work. I'm not willing to sell my house to hoard cash.
He is rich because he times the market nicely. For 60 years.
“On the high end..” ya think? Buffet indicator at 200!!!! This market is a complete fugazi.. but these finacial guys can’t tell their clients they are in a ridiculous bubble. Bad for business.
I notice a visible lack of recognition of BRICS by US Treasury and FED Folks?
Them BRICS Trade Representatives who meet next week,
could be significant?
Vote Trudope out!
Buffet has been hoarding cash increasingly for years. What is new now?
Cash is king.
I guess that he sees the treasuries paying the same as dividends and decided to take the risk off the table. Valuations are high and due for a correction (you would think).
We're not in a bubble, were in an inflation.
It's just a bubble. Inflation won't matter once the job market is history.
Who is laundering for Haiti and Nicaragua ?
If your guest wants to wade into U.S. politics, please remember there is more to government and preserving democracy than your portfolio catching a cold.
Bros been hoarding cash for ages and missing the gains
Let's gooo.😊
Buffet’s been hoarding cash since 2020 though. Eventually he will be right of course.
Smart guy with some very "old-fashioned" ideas about taxation. Obviously a Trump win will produce a temporary bump in the market. But the debt? Hmmmmm.
Trump says he's The King of Debt. And he loves going bankrupt and leaving bag holders. It's foundational to his business models.
Warrens probably kicking himself after selling all his TSM stock over the summer
17.30 oxy has gone nowhere
buy xom instead
He won't hold out forever. Expect FOMO to hit him and his $$ buddies pretty soon. Then the market will enter "Blow-off Top" Phase 3.0 after he misses out on another 10% or so.
BLABLABLA
I think most liberal hearts are in the right place, but they seem to be wholely blind to the second and third order effects of their actions
Buffet is hording cash because his brain C Munger died. Buffet is overrated. Munger was always the brains in that outfit.
This guy is a fool. Nvidia is only 25x forward PE. Not 40x revenue as he claims
It would be over evaluated even at 2x, as the earnings are bonkers and won't hold.
Buffett is losing his investors a lot of money by holding depreciating cash. He would be much better holding gold. He is not such the great investor he is cracked up to be!
Such comments would have been unthinkable two years ago. The dude has proven himself over 60 years. After a bit of hype fraud by Musk and co people think they actually know about the financial world XD This gonna be a rude awakening.
Yeah, Buffet is such a noob.
Old man either is brilliant,or got “kuku “ in the head.
His track record would indicate only one of your two proposals is likely to be correct.
@@soundsnags2001 the former
Warren. Making so much money for what? When he goes god will say ok and.
UA-cam lets you edit comments, so you can go back in and get a capital letter on that G bud.
@@soundsnags2001 And if you're from a non-Abrahamic religion you could add a S plural.
@@soundsnags2001 oh god
Lol, ya the US should vote for a person who says we should suspend the Constitution. Rule of law?
And who's a serial bankrupt who refuses to release his tax returns.
He always holds cash. The larger his wealth the larger the cash proportion.
No, he would buy back Tech or Banks, which he sold, once the market wasn't at ridiculous levels. Can't tell you which ones. Ask the old man yourself.
What about the endless free white Ukraine immigrants??