Better Man with Fundstrat's Tom Lee & Brady Cobb of Sunburn Cannabis

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  • Опубліковано 1 жов 2024

КОМЕНТАРІ • 197

  • @joshs8860
    @joshs8860 Рік тому +16

    Tom Lee is one of my favorite guest analysts to watch and listen to.

  • @drew9312
    @drew9312 Рік тому +41

    The anger from those who called the market wrong in the last year is just projection of their failure frustration onto Tom instead of reflecting on what they did wrong. Well done Tom- took balls to call it during the lows.

  • @MrOracle01
    @MrOracle01 Рік тому +8

    Dan did not listen to Tom Lee 3 months ago when he was a guest and again he is still talking the same nonsense. Yes, Dan, you have been in the market for 27 years ( his answer to Tom Lee's 30 years) but Tom Lee 30 years at a level where you obviously never were and never will be in terms of responsibilities.

  • @c.white86
    @c.white86 Рік тому +28

    the look on Tom's face when they first pan to him at 3:01 is all you need to know about this interview. 😆

  • @Wesna269
    @Wesna269 Рік тому +39

    Don't mess with Tom Lee ... He has been right

  • @SMTraz
    @SMTraz Рік тому +12

    Tom Lee Schools the Perma-Bears! When will these Bears add a weekly Bull guest?
    Dan = Bear
    Danny = Bear
    Guy = Bear
    CBW = Bear
    EY from SOFI = Bear
    Come on, get some regular balance to your weekly shows. End the Bear Echo Chamber!

    • @weho_brian
      @weho_brian Рік тому +6

      those guys are out of touch with how stock markets work in 2023

    • @civillian888
      @civillian888 Рік тому +2

      This might be the best comment on the board. These folks are unreal and comical in a way cause they’ve all been so wrong. Goldman just said today that the reinstatement of student loan payments aren’t going to impact the consumer and economy much based on their calcs lol

  • @civillian888
    @civillian888 Рік тому +23

    Dan thinks Tom is stressed. Imagine how stressful it is to be as wrong as Dan has.

  • @gen-X-trader
    @gen-X-trader Рік тому +10

    I think trauma bias is a big part of the bears. An analogy would be if you walk through a park for 10 years but one day you get mugged you're always going to be looking over your shoulder. You're not going to remember the 99.9% of the time you were fine.

  • @steplaland
    @steplaland Рік тому +5

    29:45 Seriously Danny, your ego is so big you have to challenge your guests to a bet. How absurd. If I was Tom, I wouldn’t want to come on bc you want to prove me wrong instead of just appreciating, if not, listening to someone else’s differing viewpoint.

  • @locobloke
    @locobloke Рік тому +37

    Tom has been right for MANY months while so many were bearish, including these 3 guys. Congrats, Tom. When you speak, I listen. 👍🏻 Glad to see Guy showing you some respect.

    • @chatgpt-n8r
      @chatgpt-n8r Рік тому +4

      he was very wrong on BTC. Also he said at the end of 2021 market would go to 5300 in 6 months. He is pretty much wrong about everything. To his credit once and a while he is like a broken clock.

    • @weho_brian
      @weho_brian Рік тому +10

      he's a perma bull, and bulls are always right 90% of the time

    • @hurlentropy6866
      @hurlentropy6866 Рік тому +4

      He's right most of the time. Everyone will be wrong sometimes

    • @Alex-pm8wr
      @Alex-pm8wr Рік тому

      @@chatgpt-n8r or it is hard to follow closely 🤣😂😅 because he's always data dependent (if-then-else-that). and when ones missed by not "keeping up w/the program", they held their lag info. Later in time they then blame others for being wrong afterward (cuz it is easy to blame others than it takes time and enery to do the hard work. This is something happen more increasingly everyday over past 3-4 decades in USA as USA being. Everybody here wanna retire early. They wanna work less hours. They want to believe that they are right fueling themselve with their limited unconcious biased information. They blame Feds and everyone but the one person who could get it, etc.)

    • @Javalipapere
      @Javalipapere 9 місяців тому

      All these guys were professional. Great discussion like adults

  • @drew9312
    @drew9312 Рік тому +28

    Fantastic interview with Tom Lee. Unusual to have 40 minutes straight with him. He deserves so much more credit and respect than he generally gets. Thanks guys.

  • @mister5520
    @mister5520 Рік тому +37

    Thanks guys for having Tom on your show

  • @Username_CC_
    @Username_CC_ Рік тому +12

    I'm so tired of the bears lol Tom is always a breath of fresh air

  • @louislong1514
    @louislong1514 Рік тому +6

    Tom looked tired talking to these folks....

  • @FrankMakrides
    @FrankMakrides Рік тому +33

    I love Tom, he is by far the best on CNBC - I know how difficult it is to be a contrarian

    • @5EMEANGE
      @5EMEANGE Рік тому

      he;s not a contrarian , he's just always bullish lol

    • @FrankMakrides
      @FrankMakrides Рік тому +2

      @@5EMEANGE - I would agree that he is a bit more bullish than most, but he will call things bearish when he sees it. He did call the recent August pull back. So your statement that "he's just always bullish lol" is not accurate.

  • @maugn4471
    @maugn4471 Рік тому +9

    Tom! Thank you for all the interviews that you do. I really appreciate all the wisdom that you share. All best Tom Lee! 🙏

  • @karolpelc3956
    @karolpelc3956 Рік тому +14

    Tom Lee, the GOAT analyst

  • @Kabul-v2h
    @Kabul-v2h Рік тому +6

    Tom Lee we luv when you don’t hold back and speak your mind.

  • @Kabul-v2h
    @Kabul-v2h Рік тому +3

    We stop watching at 37 minutes.

  • @christmas10023
    @christmas10023 Рік тому +8

    Ganging up on the guy that's been right is FUN to watch.

  • @spykiller26
    @spykiller26 Рік тому +15

    so awesome my bear bros having Tom on!!

  • @paulo4371
    @paulo4371 Рік тому +4

    These three bears are basing everything on past and Tom is showing you data data wins

  • @ninjedi
    @ninjedi Рік тому +8

    best interview for RiskReversal of 2023

  • @mattthat
    @mattthat Рік тому +3

    To Tom's point, the Market doesn't make sense AND this makes sense. This is because participants attempt to prescribe individual narratives as root causes for respective price action, when the reality is the Market is a reflection of not one but in proportion all narratives simultaneously.

  • @mingming7696
    @mingming7696 Рік тому +5

    tom lee is my bull god!!!

  • @weho_brian
    @weho_brian Рік тому +4

    im long Tom Lee

  • @Username_CC_
    @Username_CC_ Рік тому +6

    So refreshing to hear someone who has a positive outlook with a good record

  • @dj50000
    @dj50000 Рік тому +3

    Great interview with Tom Lee fellas, great to see he's not just another shill...great observation around 33 - 35min mark Dan...what does that tell you...

  • @Toby-oq8cg
    @Toby-oq8cg Рік тому +4

    I believe a person that says I don’t know then someone who slams the table and says listen to me. Listen to Tom everyone

  • @gusdrago
    @gusdrago Рік тому +8

    in Tom Lee we Trust!

  • @Buckaroo801
    @Buckaroo801 Рік тому +4

    I agree with Tom. Been doing this longer than both Dan and Tom and it’s always befuddling.

  • @jamesmoran2326
    @jamesmoran2326 Рік тому +3

    Big fan of Tom and his humble nature, only question I have is did he eat an edible before the show 😂

  • @LevelofClarity
    @LevelofClarity Рік тому +4

    Fucking hell. I love Tom. He has a habit of continually being on the correct side of the market, at least since I’ve been watching him for the last four or five years. Pretty interesting.

  • @neilgriffin880
    @neilgriffin880 Рік тому +2

    At some point the market will go down and these guys will say I told you so. It is hard to watch them seem so defensive. I am a big fan of the podcast, but the P/E of the market is not 15 and having a temper tantrum is not going to make it so. Thanks Tom.

  • @manishlachwani4909
    @manishlachwani4909 Рік тому +7

    Great discussion, loved todays show with Tom!

  • @Larryake
    @Larryake Рік тому +4

    Tom's 30 years experience shows through pretty clear

  • @fhowland
    @fhowland Рік тому +4

    Tom Lee is the GOAT!

  • @charlesbarker5546
    @charlesbarker5546 Рік тому +4

    thats one i like about tom lee hes honest in his answers

  • @maugn4471
    @maugn4471 Рік тому +3

    Danny! Thank you for all the guests that you bring to your show (Wilson, Dwyer, and now Tom Lee 😝). I just hit the suscribe button! All best for Danny, Guy and Dan!

  • @rajivbachhu
    @rajivbachhu Рік тому +3

    Great episode. I took all of the reviewer comments and fed it into OpenAI to summarize.
    Overall, the reviewers are expressing positive sentiments towards the podcast and the interview with Tom Lee. They appreciate the opportunity to hear from Tom and respect his analysis and track record. Some viewers commend the hosts for their excellent questions and unbiased discussions. There is also a discussion about market predictions and the importance of considering current market conditions rather than dwelling on past successes or failures. The overall tone is one of appreciation for the insights provided by Tom Lee and the informative nature of the podcast.

  • @ionescucristian3672
    @ionescucristian3672 Рік тому +2

    Thanks for bringing Tom.
    Always a good listen opposed to these bearish clowns.
    They even admit most of the time the market is up.

  • @alexi2460
    @alexi2460 Рік тому +5

    Tom, clarity, no fluff, how he gets is right more often than not, he's the best analyizer. I just wonder how his team factors in our economy and the rise in the cost of living plus global madness. Great discussion, thanks

    • @civillian888
      @civillian888 Рік тому

      Global madness? Huh? According to who and relative to when? Smh

  • @questof1able
    @questof1able Рік тому +4

    Tom Lee is the BALLS!

  • @DSandy111
    @DSandy111 Рік тому +1

    With many US employees contributing to 401Ks every month, much of that goes into the S&P500. How much does that add up to every month? This seems to be a built in bias to the upside.

  • @lorenzomoran9880
    @lorenzomoran9880 Рік тому +2

    As much as I’m like Tom’s Boston client who doesn’t want to buy FundStrat’s views, it was a good show to get his perspective. He has good points - mainly - that the stock market rarely makes sense, and 2023 is another year of that.
    The Firing Squad sound a little more combative on this episode, and they cutoff Tom quite a bit, but that makes a great episode. We all learn something.

  • @samiranadhikari
    @samiranadhikari Рік тому +3

    Tom Lee commands attention with his analysis and earns respect for his articulate presentation.

  • @atangbingana283
    @atangbingana283 Рік тому +1

    Dan was on to something at the end there that could've been explored a bit more with regards to tom - tom does look a bit confident though as of late

  • @YesWeCan-u9i
    @YesWeCan-u9i Рік тому +3

    Finally, another perspective on this channel

  • @gloriajaimesa2811
    @gloriajaimesa2811 Рік тому +2

    very transparent conversation, thanks RRM to invite Tom. It takes a lot of courage to be an outlier. Game of inches, that's a brilliant way to portrait the market.

  • @jackdupp2047
    @jackdupp2047 Рік тому +2

    Great interviews. Terrific questions. Honesty, civility, real education. Just discovered the podcast last week. Haven't missed an episode. Thank you for doing it.

  • @86753091974
    @86753091974 Рік тому +4

    Not hating on anyone...im a big fan of this show. But my takeaway is that you guys are arguing with the market. Not that i dont as well...

  • @Matthew-ez4ze
    @Matthew-ez4ze Рік тому +1

    This entire comment section is strangely filled with positive comments praising Tom. We just experienced a retail meltdown: FL, DKS, M, NKE, DLTR, WOOF. DIS is getting hammered. I wouldn’t take a single piece of advice from Tom Lee. Moses and Adami are the only two on this podcast that know what they’re doing.

    • @SoDakJason
      @SoDakJason Рік тому

      I think Tom provides a valuable contrasting view (if the only people you listen to are people who confirm your existing viewpoint -- bulls or bears -- you're limiting your information), but otherwise yeah you're right about the comments here. There's a whole lot of "this time is different" going on.

  • @sanesanyo
    @sanesanyo Рік тому +1

    @40:44 you are forgetting that Okta and Crowdstrike has earnings. Stop spinning everything to align with your bear perspectives.

  • @manookhan
    @manookhan Рік тому +2

    the market should be up because it is open is what i got from that chat 🤣

  • @bluecloudtrading
    @bluecloudtrading Рік тому +1

    Enjoyed the video. Tom Lee is very insightful. #BlueCloudTrading

  • @christinaperozzi7369
    @christinaperozzi7369 Рік тому +1

    September has been up 50% of the time over the last 20 years.

  • @mobetter9353
    @mobetter9353 Рік тому +1

    easy for lee . moses goes thats my point its been tough lolo after lee tells u he was right all year

  • @anujbahl9028
    @anujbahl9028 Рік тому +3

    Kudos fellas for having Tom on.

  • @mobetter9353
    @mobetter9353 Рік тому +1

    no it wasnt tough mr moses at 5:30. For Lee was easy peazy

  • @vijjreddy
    @vijjreddy Рік тому +1

    He never wondered how come inflation was so much lower, that is because People had already gone into recession, they were too poor to spend more.. unless people buy, prices cannot go up, which is what inflation measures

  • @toneeclark399
    @toneeclark399 Рік тому +1

    Great show Gentlemen.
    Proved yourselves to be excellent hosts.
    Intelligent conversation with conviction in opinions, willingness to describe how that conviction was formed.
    I like Tom Lee. Period.
    I loved the way his anxiety was palpable to a simple viewer, perhaps because at todays close I’ll be enjoying the closest to all cash in our retirement accounts in over a decade.
    Best.

  • @jays9870
    @jays9870 Рік тому +1

    🍌🔥 Way to give the peeps what they want. Great discussion and hope Danny will not be shy about letting us know where TL is sending his donation 😇

  • @Yomamaissoo
    @Yomamaissoo Рік тому +2

    Wow, you guys are brave 😂😂

  • @jasonw8000
    @jasonw8000 Рік тому

    PERFECT EXAMPLE OF HOW ODD THIS SHOW IS….you get a Bull on like Tom, explaining how the market doesn’t make sense year to year and Heckle n Jackal argue with him for 20 minutes about it, while praising him for his calls that have been contrary, yet correct, while his Bearish clients are confused, then when Tom leaves they talk about how the market doesn’t make sense to them…just as silly as ANY CNBC show!

  • @weho_brian
    @weho_brian 9 місяців тому

    Markets don't make sense because they are forward pricing indicators. They try to make economic predictions 6-12 months out. Some times markets are right, some times they are wrong! In 2022 the Markets priced in a recession which NEVER HAPPENED, so markets got it wrong but I would contend that a 20 percent drawdown was justified given the higher interest rate environment which in lead to contraction in earnings. I also believe that 2023 we were supposed to have single digit S&P growth, but a thing called ChatGPT came along and so begins the AI arms race. Markets are predictable, if you have a crystal ball and can accurately predict the future lol

  • @islandgeeza
    @islandgeeza Рік тому

    You can argue the reasons (FED regional bailout and BS expansion, IRA, consumer COVID cash) but the very simple reality is that US growth and more importantly job market has weathered rate increases much better than anyone predicted. GDP higher, job losses lower to non-existent. That has been a huge surprise and unprecedented. You are now looking at peak policy rates with the conversation turning to cut outlook. These are good FED cuts- inflation fade not deep recession driven. How is that not equity positive? I love these guys but the problem they have had is despite risk of a growth slowdown there hasn’t been any major risk of deep downturn with lots of job losses for some time. They should have seen that and pivoted earlier this year- ideally round regional banking trough.

  • @smsfelipe
    @smsfelipe Рік тому

    It's about observing the tape and its patterns. Markets got a bit more optimistic about inflation and rallied decently from Dec 22 lows, until beginning of March 23. Then bank failures happened, and suddenly everyone was panicking again and huge selloffs happened. Markets for a month or two forgot that the main dominating trend (based on Fed fighting inflation) was already turning positive and focused too much on banks. As soon as the bailout happened (yes BTFP was a bailout), markets should've gotten the message that there's no tolerance for major crashes anymore (in fact the whole financial / Fed / Treasury system has been evolving towards that direction ever since 2008). But markets are scared, and took another two months to forget about bank failures and back to major dominating trend of inflation undershooting expectations.CRE is probably the next panic trigger, but will probably be a buy the dip situation if it comes to fruition (watch for the bailout signal).

  • @Bingo-hs6rf
    @Bingo-hs6rf Рік тому

    Tom is so full of Sh*t . He is always long and disappears when things are working against him. It is an intelligent strategy over the long term because markets go up over the long term. This interview revealed that he has ****zero edge**** & anybody paying him for his services is out of their mind. The BITCOIN drivel is a prime example !!! Thank You for having him on.

  • @orthoagnostic3364
    @orthoagnostic3364 Рік тому

    Dan seems very at peace with his short nvda long PayPal trade. As the great bob scucci of the stardust Sportsbook said “when you know you’ve lost all that’s left is relief” 😂 don’t understand why Nathan keeps bringing up Tom’s discomfort with being correct

  • @raceyamates5435
    @raceyamates5435 Рік тому +1

    Tom was the only CNBC presenter to be correct 😊 tells me I'm a better judge without brokers

  • @mitchellchristianson8120
    @mitchellchristianson8120 Рік тому

    Let say inflation is 0 percent next year but my job insurance with dependents on the insurance total cost is going up close to 7 percent that would be 2023 plus 2024 11 percentage higher in two years according to my employer my benefit is 29000 per year they pay19200 of this so if add 5.5 percentage the average price increases if PE is going how do you get to 3 percent inflation target when me health insurance big part of my total earnings do if I earn 80000 a year plus employer pays 19200 on top of salary that a only is more than 3 percent inflation yust in healthcare now I understand why job reports show buy far jobs created health care is like 65 percentage of new jobs

  • @LandoFett
    @LandoFett Рік тому

    Tom 'fucking' Lee, the mad genius. His crazy clients, who didn't believe him, but now feeling they missed the move are now more convinced that he's wrong now, which only convicts Tom that the market will only move higher. And they are paying a guy that tells the world to be bullish which is directly against their investment placements. He's the Joker, the Riddler, and the Penguin all rolled up into one, with a big dash of Robin Hood thrown in.

  • @hafeld8348
    @hafeld8348 Рік тому

    Nathan, Adami and Moses when you invite a guest like Lee on, LET HIM TALK. We know your views. You guys sound like you are making excuses for being wrong. Let someone who has been right talk.

  • @ABQMAILMAN67
    @ABQMAILMAN67 Рік тому +3

    Appreciate having Tom on, someone who has different views. I dont agree with him but definitely makes the show even more entertaining than it already is.

    • @Username_CC_
      @Username_CC_ Рік тому +1

      Why don't people like him he's right

  • @davidv.2050
    @davidv.2050 Рік тому +2

    Tom Lee for the win!

  • @Market_Engineer514
    @Market_Engineer514 Рік тому

    Risk reversal is one of the dumbest place to follow. They don't understand the markets. Inflation was caused by a fast increase in the money supply. Now inflation is going back to 0 because there is no money printing anymore. Snp will close above 5000$ before end of the year if not more. Just hold and buy any dips if there are any coming.

  • @klovacka
    @klovacka Рік тому

    Tom Lee, destroyed these 3 chaps, specially Dan was badly humiliated by Tom when he said 2022 made a lot of sense. Tom replies, how long you doing markers? Hilarious

  • @Username_CC_
    @Username_CC_ Рік тому +1

    @37:00 LMAO people really sold the bottom and take these huge losses while my VT is up 🤣

  • @mmmo4579
    @mmmo4579 11 місяців тому

    Say what you want. When energy stocks were down and most anal-lysts hated them, Tom said energy would rally by year end. Took his advice, and was very very happy with my energy portfolio. Thanks Tom.

  • @Stavros_Steve_Deriziotis
    @Stavros_Steve_Deriziotis Рік тому +1

    Tom is a wolf in sheep clothing, some people are just smart. Loved this!

  • @jwm702
    @jwm702 Рік тому +2

    Great show with TOM LEE❤❤❤❤

  • @joshs8860
    @joshs8860 Рік тому

    Whenever you say: "I can't imagine" or "It couldn't happen, right?" Probably means this a decent chance it will happen.

  • @frankgaudioso5749
    @frankgaudioso5749 Рік тому

    Sorry, this almost impossible to listen to. Tom Lee is on another level than these talking heads. If they could just say “we were wrong.”

  • @mingliu4175
    @mingliu4175 Рік тому

    The problem with most analysts is their view is based on their market experience in their life time ie 40 yrs where the interest rate went from 18% to 0. Would it take the next 30 yrs to accumulate experience for high interest environment?

  • @klovacka
    @klovacka Рік тому

    Tom Lee simply destroyed these 3 guys. Dan & Danny were almost crying like little babies and guy had to intervene to stop the humiliation

  • @mingliu4175
    @mingliu4175 Рік тому +1

    Tom got Sept WRONG!!

  • @brendanmc83
    @brendanmc83 Рік тому +2

    Tom Lee blocked me on Twitter for asking a question while I was paying $200/month. FSInsight very cleverly puts out conflicting pieces of research in a given week so that one is always right. While I was a new member, Tom sent out commentary advising to sell tech, but their top picks, updated that same week, were all tech stocks. I asked for clarification, no response, then asked again. I cancelled my subscription after Tom blocked me. Saw him a year later on CNBC saying he welcomes criticism on Twitter. No Tom, no you don’t, not even from your own customers. Prior to that, I was a huge fan.

  • @CDESHMUKH13
    @CDESHMUKH13 Рік тому

    Danny looks like one of those angry investors who thought market would go down/crash and he shorted the market to get his a** handed to him on a platter ..

  • @TheGreatOne428
    @TheGreatOne428 Рік тому

    I don’t understand a word that comes out of Guy’s mouth. I feel like he is speaking an alien language.😂

  • @thaboog
    @thaboog 9 місяців тому

    Tom Lee took a lot of hate in 2022 for being "wrong", but he's less wrong than nearly everyone else.

  • @bradelliot1027
    @bradelliot1027 Рік тому

    Nathan has been wrong going on one year wrong and Tom has been right and yet Nathan starts haranguing Tom's opinions literally seconds into the podcast😂

  • @mitchellchristianson8120
    @mitchellchristianson8120 Рік тому

    Have 80000 left house loan 2.76 my interest is less then my att bill thats insane 217 att bill interest on loan 158 per month

  • @JoyceWealth
    @JoyceWealth Рік тому

    Remember: Tom was also bullish in 2022. He’s ALWAYS bullish. Always.

  • @laipeter4388
    @laipeter4388 Рік тому +1

    Get rid of your 27 years of ego, try to learn from your guest.

  • @keto6789
    @keto6789 Рік тому +2

    In Tom Lee we Trust!!

  • @lobosolitario3416
    @lobosolitario3416 Рік тому

    People don't have different views in markets. They just have differently timed views.

  • @atun77
    @atun77 Рік тому

    3 perna bears 🐻 vs Tom Lee who is actually right and helping people make $$$

  • @scottcody8498
    @scottcody8498 Рік тому

    Behavioral finance is interesting. Feel bad for Tom, you can tell it wears on him.

  • @hbomb65
    @hbomb65 Рік тому +1

    This is so great, so utterly on point, well played Better Man indeed!

  • @kerryp7014
    @kerryp7014 Рік тому

    Tom's entire investment philosophy is doing the opposite of what makes sense. No thanks.