Cliff Asness on Equity Investing, Taxes and AI

Поділитися
Вставка
  • Опубліковано 23 січ 2025

КОМЕНТАРІ • 35

  • @JL-ov8db
    @JL-ov8db Місяць тому +2

    Wow this guest is so refreshing

  • @ianchrist4892
    @ianchrist4892 Місяць тому +4

    I like the way Cliff thinks

  • @ianchrist4892
    @ianchrist4892 Місяць тому

    Definitely agree with Cliffs view on AI

  • @1968Rking
    @1968Rking Місяць тому +5

    What concentration? 156 of the 500 companies in the S&P 500 index are up more than 30% ytd.

  • @DudleySchuster
    @DudleySchuster Місяць тому

    Waking up every 14th of each month to $210,000 it’s a blessing to I and my family… Big gratitude.Thank you for all the knowledge and nuggets you had thrown my way over the last year.

  • @hadtosaythis
    @hadtosaythis Місяць тому

    that conversation got pretty wild towards the end. cameras had to be shut down

  • @WealthyChronicle
    @WealthyChronicle Місяць тому +1

    750 stocks long, 750 short-sounds like the ultimate quant flex. Is this the future of investing, or just running away from real problems?

  • @KatelynnCox-qb5er
    @KatelynnCox-qb5er Місяць тому +4

    I didn't even know what a Roth IRA was back then. All I did was save a little here and there, but nothing serious.
    Looking back, it was such a missed opportunity

    • @HaroldSimmons-mf3ep
      @HaroldSimmons-mf3ep Місяць тому +2

      I actually did set one up in my late 20s, and honestly, it's been a game-changer. The tax-free growth is huge. But the real key was having a solid plan for it. You can't just throw money in and expect magic

  • @georgelien
    @georgelien Місяць тому

    I ❤ Katie

  • @DonaldMitchell-r6u
    @DonaldMitchell-r6u 19 днів тому

    I really appreciate the thoughtful and interesting content shared on this channel; it genuinely motivates me to focus on personal growth. With prices rising at their highest in 40 years, I feel it's important to make the most of my savings and invest them wisely. Even though I've faced many challenges because of the unpredictable nature of the financial markets, I am determined to stay strong. It has been difficult to experience some losses, especially since my ability to invest is limited, but I know that many others understand this journey and the strength that comes from getting through tough times

    • @MargaretMcleod-e6r
      @MargaretMcleod-e6r 19 днів тому

      Since my retirement in 2012, I have confidently envisioned a comfortable and stable lifestyle. Back then, my monthly expenses-including rent, food, utilities, and insurance-totaled $111,600. Today, maintaining that same standard of living costs approximately $150,000 each month, clearly highlighting the significant impact of inflation. Given a 6% annual inflation rate over 11 years, my expenses should now be around $330,027. This reality reinforces the crucial importance of planning for retirement by accounting for potential annual expense increases to sustain our quality of life. While navigating these changes can be challenging, thorough preparation ensures a smooth transition and the ability to thrive.

    • @JasonAllen-e8p
      @JasonAllen-e8p 19 днів тому

      There’s been a whirlwind of conversation around investing lately, and I’m absolutely thrilled to jump in and discover where to begin!

    • @JamesSmith-b2x
      @JamesSmith-b2x 19 днів тому

      To achieve success in the stock market, prioritize growth, blue-chip, or large-cap stocks. The real challenge is accurately predicting which sectors will take the lead in the next market trend. Given your budget, seeking advice from a financial advisor is a smart and strategic move that can provide invaluable insights for your journey.

    • @BettyThompson-w6d
      @BettyThompson-w6d 19 днів тому

      I concentrate on growth, blue-chip, or large-cap stocks, embracing the challenge of discerning which sectors will lead the market next. Engaging with a financial advisor, SophiekathrynJones, is an essential step forward, aligning my aspirations with my budget

    • @ElizabethAllen-t1k
      @ElizabethAllen-t1k 19 днів тому

      I’m really looking forward to re-entering the stock market soon, especially after taking a step back during the pandemic. I’d love to hear about your approach to finding guidance for this journey and how I might connect with your advisor, SophiekathrynJones. It feels like an exciting time ahead!

  • @christiancoronado
    @christiancoronado Місяць тому +7

    Buy the index, ignore him

    • @wisdoma4860
      @wisdoma4860 Місяць тому +1

      Hes using other investors money not his, he sure hyping BTC ,

  • @BlackSwanCapitalist
    @BlackSwanCapitalist Місяць тому

    You guys are so behind and you're asking the wrong questions. Any investors with billions of dollars need to find new advisors and sources of information.

  • @scott7521
    @scott7521 Місяць тому

    What jobs should I pursue that are most safe from AI? Easy question IMO. Any trade. If you have a tangible blue collar skill you will be in demand. A robot will not fix your sink or toilet for a VERY long time.

  • @1968Rking
    @1968Rking Місяць тому

    There 's no way that the the guy from Bloomberg has a 50% effective federal income tax rate. Making false statements like that completely undermines the value of the discussion.

  • @garrettjohnson7546
    @garrettjohnson7546 Місяць тому +4

    His fund is underperforming other market neutral funds and they invite him on as a guest. Wow.

    • @simrans3675
      @simrans3675 Місяць тому

      How else is he going to market :-)?

  • @musiccreation1198
    @musiccreation1198 Місяць тому

    Thank you for highlighting that Europeans get a LOT for their taxes.

  • @sunruth-n8s
    @sunruth-n8s 15 днів тому

    As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direction I should take to help me generate substantial profits like some people are this season.

    • @Michaelsun-z8k
      @Michaelsun-z8k 15 днів тому

      I’m not in a position to offer financial advice, but given the significant amount of capital you're working with, it would be wise to consult a financial advisor who can guide you in developing a strategy tailored to your goals and risk tolerance.

  • @sanesanyo
    @sanesanyo Місяць тому +3

    Calling Germany socialist is a bit of a strech 😂😂.

  • @wild_leeks
    @wild_leeks Місяць тому

    Get rid of the Stupid 1 year hold rule it makes 0 sense

    • @Michael-z7b5s
      @Michael-z7b5s 6 днів тому

      I'm sure his returns are a little better than yours buddy

    • @wild_leeks
      @wild_leeks 4 дні тому

      @ what does that have to do with the one year hold rule?

    • @Michael-z7b5s
      @Michael-z7b5s 4 дні тому

      @@wild_leeks It means your opinion is as worthless as you

  • @ianchrist4892
    @ianchrist4892 Місяць тому

    In quantitative trading, it doesn't matter much which asset you buy; what matters is your portfolio management strategy and your trading strategy. Matt knows qt better

  • @scott7521
    @scott7521 Місяць тому

    AI will eventually lead to the complete devaluation of currencies.

  • @Zach_______
    @Zach_______ Місяць тому

    I don't buy into much of his analysis. Here's the plain simple truth: The current market is overpriced and overextended. Look for a Christmas rally followed by a 10-20% correction in January.