Super Investors Say This Market Is Held Up By Stories

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  • Опубліковано 4 лис 2024

КОМЕНТАРІ • 304

  • @JosephCarlsonAfterHours
    @JosephCarlsonAfterHours  4 місяці тому +6

    If you haven't tried the patreon, you're missing out: www.patreon.com/josephcarlson
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    • @snagboi
      @snagboi 4 місяці тому

      Omg videos about super-investors are my guilty pleasure. Thanks bud

    • @juicymelodic
      @juicymelodic 3 місяці тому

      It doesn't seem you understand what the impact of yield curve inversion is. It is still inverted and hell breaks loose when it reverts. Historically the longer it is inverted the greater the impact is when it reverts.

  • @Aarrenrhonda3
    @Aarrenrhonda3 4 місяці тому +475

    Newbies need to learn the ropes, know how much risk they can handle and diversify their portfolio. Some folks get help from money experts or do their homework before making investment moves. It's all about being smart with your funds.

    • @Peterl4290
      @Peterl4290 4 місяці тому +2

      Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.

    • @larrypaul-cw9nk
      @larrypaul-cw9nk 4 місяці тому +1

      Uncertainty... it took me 5 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.

    • @sabastinenoah
      @sabastinenoah 4 місяці тому +2

      Could you kindly elaborate on the advisor's background and qualifications?

    • @larrypaul-cw9nk
      @larrypaul-cw9nk 4 місяці тому +1

      Annette Christine Conte is her name. You may look her up online; she is a reputable financial counselor in the US with a license.

    • @sabastinenoah
      @sabastinenoah 4 місяці тому +2

      Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.

  • @tonysilke
    @tonysilke 3 місяці тому +850

    Biggest lesson i've learnt in 2024 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.

    • @Nernst96
      @Nernst96 3 місяці тому +1

      Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.

    • @PhilipDunk
      @PhilipDunk 3 місяці тому +1

      The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.

    • @JefferyDuns
      @JefferyDuns 3 місяці тому +1

      Could you kindly elaborate on the advisor's background and qualifications?

    • @PhilipDunk
      @PhilipDunk 3 місяці тому +1

      I'm very cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "Amber Dawn Brummit" I've worked with her for 5 years and highly recommend her. Check if she meets your criteria.

    • @JefferyDuns
      @JefferyDuns 3 місяці тому +1

      I searched for her name on the internet, found her page, and reached out via email to schedule a conversation. Thank you.

  • @michaelschiemer3
    @michaelschiemer3 4 місяці тому +452

    Opinions on the market diverge; some claim overvaluation due to rapid gains, while others cite strong economic fundamentals justifying high valuations. Raises concern for my $600K equities going 8% up and 20% down. Should i hold on or sell off my positions and hold cash?.

    • @Rachadrian
      @Rachadrian 4 місяці тому +4

      In fact, markets have incorrectly priced in such a pivot six times over the last two years, according to Deutsche Bank, which sounded cautious about this seventh time. Still showing us why pointers from market experts are essential.

    • @Dantursi1
      @Dantursi1 4 місяці тому +3

      True, A lot of folks downplay the role of professionals until being burnt by their own emotions. I remember couple of summers back after my lengthy financial setback, I needed a good boost to help my business stay afloat hence I researched for licensed advisors and came across someone of due diligence who helped a lot to grow my reserve notwithstanding inflation to over half a million dollars.

    • @CindyValenti
      @CindyValenti 4 місяці тому +2

      talking about coaching, do u consider anyone worthy for recommendations? I have about 80k to taste the waters now that large cap stocks are at a discount... thanks

    • @Dantursi1
      @Dantursi1 4 місяці тому +2

      Annette Christine Conte is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

    • @CindyValenti
      @CindyValenti 4 місяці тому +2

      I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

  • @scottarmstrong11
    @scottarmstrong11 4 місяці тому +380

    Rule 8 indicates you don't need a high IQ to be a good investor, just 2 qualities, self discipline and a lot of patience. Investing is mostly about behavioral psychology. How can I generate more income to retire with at least $3m for long term care?

    • @Johnlarry12
      @Johnlarry12 4 місяці тому +3

      We share common goal, making sure you are ready for your later years is very important. That's why passive investing works, low costs, better diversification and it enables people to overcome their behavioural bias especially if they engage professional help.

    • @emiliabucks33
      @emiliabucks33 4 місяці тому +3

      It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $30k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.

    • @carolpaige2
      @carolpaige2 4 місяці тому +3

      I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advis0r? I'll be happy to use some help

    • @emiliabucks33
      @emiliabucks33 4 місяці тому +3

      Carol Vivian Constable is the licensed advisor I use.Just research the name. You'd find necessary details to work with to set up an appointment.

    • @carolpaige2
      @carolpaige2 4 місяці тому +2

      She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

  • @nicolasbenson009
    @nicolasbenson009 4 місяці тому +792

    I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

    • @berniceburgos-
      @berniceburgos- 4 місяці тому +6

      Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown

    • @tatianastarcic
      @tatianastarcic 4 місяці тому +5

      It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.

    • @Michaelparker12
      @Michaelparker12 4 місяці тому +5

      this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

    • @tatianastarcic
      @tatianastarcic 4 місяці тому +5

      Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.

    • @BridgetMiller-
      @BridgetMiller- 4 місяці тому +3

      Appreciate this recommendation, hopefully I can get some insight to where the market is headed and strategies to beat the downtrend with when I hear back from Melissa.

  • @matthewg5792
    @matthewg5792 4 місяці тому +36

    Carlson is right, the world of software engineering is far more than just writing code. That's where most people start with software engineering or the extent to which the average person can understand. When you work in the area for a while, you figure out there is much more you need to learn how to do in order to make anything useful to the population at large.

    • @thebigbucktheory5488
      @thebigbucktheory5488 4 місяці тому

      Also now a days it's not as code driven because of programs.

    • @xxoP1uMxx
      @xxoP1uMxx 4 місяці тому

      software engineer or working somewhere in that area, right?
      yeah right chatgpt or github copilot wont replace an experienced software engineer right now. but it saves a lot of time (and thus jobs). but llms will continue to improve and improve, will be more specialized and replace a lot of jobs in that area. the recent layoffs in the industry are only the start

    • @matthewg5792
      @matthewg5792 4 місяці тому +2

      @@xxoP1uMxx It sounds like you're attributing recent layoffs to LLMs. Approximately what percentage in which sectors and what evidence is available to back those quantifications? Genuinely interested as I'm a software engineer that has skin in the game and would like to know what's going on in my area of employ.

  • @roddywoods8130
    @roddywoods8130 4 місяці тому +259

    I’m 35 and I have about $250k liquid in savings which I plan to put towards becoming a homeowner but based on the current high prices on real estate, do you suggest I hold from buying or do stocks for now?

    • @selenajack2036
      @selenajack2036 4 місяці тому +2

      investors are extra cautious right now. They want to make sure they’re getting a good deal given how much mortgage payments have gone up, and when they don’t feel like they’re getting a good deal, they’re backing out, so definitely looking elsewhere is a necessity.

    • @hushbash2989
      @hushbash2989 4 місяці тому +2

      No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.

    • @bsetdays6784
      @bsetdays6784 4 місяці тому +2

      I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same.

    • @hushbash2989
      @hushbash2989 4 місяці тому +2

      Lauren Marie Ehlers” is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

    • @kaylawood9053
      @kaylawood9053 4 місяці тому

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  • @RickWatson-xu6gw
    @RickWatson-xu6gw 4 місяці тому +196

    I know at some point a bull market ends and a bear begins, it goes on and on... I have a 7 figure ballpark goal and I intend spreading across maybe 50k - 150k on plummeting stocks, my question is how can I know when a market bottom has been reached?

    • @A_francis
      @A_francis 4 місяці тому +3

      many investors make common mistakes like not researching enough, and not having a clear plan. in my opinion, some financial situations can be handled on your own, while others are best navigated in consultation with an advisor.

    • @benitabussell5053
      @benitabussell5053 4 місяці тому +2

      Agreed, partnering with the right planner is invaluable, my portfolio is well-matched for every season of the market, and recently hit 140% rise from early last year. I and my CFP are working on a 7-figure ballpark goal, tho this could take another year.

    • @RickWatson-xu6gw
      @RickWatson-xu6gw 4 місяці тому +1

      Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

    • @benitabussell5053
      @benitabussell5053 4 місяці тому +1

      *Sharon Lynne Hart* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @RickWatson-xu6gw
      @RickWatson-xu6gw 4 місяці тому

      I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

  • @soothingrelaxationandmedit68
    @soothingrelaxationandmedit68 4 місяці тому +95

    Thank you Joseph, Honestly this cannot be overemphasized, helping people mitigate unforseen circumstances and mistakes .It's always good to have a financial plan,

    • @V.stones
      @V.stones 4 місяці тому

      Financial planning and retirement strategies are crucial, especially in today's economic climate. With global economic fluctuations and uncertainties, it's essential to have a solid plan in place to protect your financial future.

    • @V.stones
      @V.stones 4 місяці тому

      Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging.

    • @Deitricklaverne
      @Deitricklaverne 4 місяці тому

      Consider diversifying your portfolio with a mix of stocks and stable assets. Seeking professional advice now could provide valuable insights and strategies to navigate market uncertainties and protect your investments.

    • @Deitricklaverne
      @Deitricklaverne 4 місяці тому

      It's essential to conduct thorough research, consider the long-term outlook of the companies, and diversify your investments to manage risk effectively.

    • @benjamineprg4249
      @benjamineprg4249 4 місяці тому

      the strategies for diversification into other commodities are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skills and knowledge

  • @Frogge.777
    @Frogge.777 4 місяці тому +84

    8:50 Apple is at 2 dollars and 13 cents

    • @TheCoreBreakdown
      @TheCoreBreakdown 4 місяці тому +7

      holy shit man thats crazy

    • @Frogge.777
      @Frogge.777 4 місяці тому

      Easy 100x ​@@TheCoreBreakdown

    • @Joaopedrovieira37
      @Joaopedrovieira37 4 місяці тому +4

      What a dream would be 😂😂😂😂

    • @Frogge.777
      @Frogge.777 4 місяці тому

      Easy 100x ​@TheCoreBreakdown

    • @theYoutubeHandle
      @theYoutubeHandle 4 місяці тому +9

      for 1 apple? yo, inflation is crazy.

  • @herbertAnderson534I
    @herbertAnderson534I 4 місяці тому +66

    *YT Quick Survey #13:* For your shared lnvesting ideas, what do you think will be the next Apple/Microsoft in terms of growth?

    • @Bethel485
      @Bethel485 4 місяці тому

      None! It's getting harder to predict market trends post covid, unfortunately, 0% rates pushing everyone back into the market.

    • @user-zl5gn5lg6
      @user-zl5gn5lg6 4 місяці тому

      No disrespect but you are wrong... Believe it or not, the market isn't as bad as some people have made it look... Companies are making record profits... As a beginner investor who knows next to nothing, I have made over $30k net profit in a few months... I was retrenched recently, and I am using these resources to keep body and soul together.

    • @Bethel485
      @Bethel485 4 місяці тому

      Hi Mr.Anthony, your profit margin is quite impressive for a beginner. Good for you!!!! can you share your spreadsheet or investing journal?? inadvertently, i sold a boatload of my portfolio recently.

    • @user-zl5gn5lg6
      @user-zl5gn5lg6 4 місяці тому

      I have never drawn up a spreadsheet or trading journal, it's of no relevance to me... I follow Kelly Matwick's investing instructions & techniques... You can look her up she's a certified FA.

    • @glennshoemake4200
      @glennshoemake4200 4 місяці тому

      AVGO has beaten both Apple and Microsoft in 3 months, 6 months, 1 year, 5 years and 10 years charts. AVGO also pays a better dividend than both too. With the upcoming AVGO split coming it's going to be extremely interesting.

  • @Curbalnk
    @Curbalnk 4 місяці тому +377

    Isn't VOO and VUG similar in the sense both are investing in the S&P 500? What is the difference? I thought it is generally advised against to invest in multiple ETFs or Mutual Funds? Are these good additions to my 250k portfolio for cashflow?

    • @greekbarrios
      @greekbarrios 4 місяці тому +1

      In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). keep acquiring! I'd suggest you consider financial advisory at this point in time, remember you are in for the long haul

    • @blaquopaque
      @blaquopaque 4 місяці тому

      @@greekbarriosYou're right, I and a few Neighbors in Bel-Air Area work with an advisor who prefers we DCA across other prospective sectors. Instead of a lump sum purchase, Following this, my portfolio grew by close to 30% in the last quarter.

    • @kansasmile
      @kansasmile 4 місяці тому

      @blaquopaque I'm intrigued by this. I've searched for financial advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

    • @blaquopaque
      @blaquopaque 4 місяці тому +2

      There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Jennifer Leigh Hickman” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

    • @kansasmile
      @kansasmile 4 місяці тому

      Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info.

  • @SethMerriman
    @SethMerriman 4 місяці тому +26

    Watching the crypto market's ups and downs shows how quickly things can change. In crypto, strategic, informed trading isn't a choice; it's a must. Remember, caution is as crucial as ambition here. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 1.2Biitcoin to a decent 11.4Biitcoin... I'm especially grateful to Craig Reeder, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape…..

    • @bluecirrus4772
      @bluecirrus4772 4 місяці тому

      The internet is filled with so many useful information about Craig Reeder
      crypto….

    • @TainTsai-x2g
      @TainTsai-x2g 4 місяці тому

      Wow. I'm a bit perplexed seeing Craig Reeder been mentioned here also. Didn’t know he has been good to so many people too, this is wonderful.

    • @NancyKWeber-c4x
      @NancyKWeber-c4x 4 місяці тому

      Reeder’s analyses go beyond surface-level trends. he delves into technical, fundamental, and sentiment analysis, providing a holistic view of the market.

    • @مسلحموزیک
      @مسلحموزیک 4 місяці тому

      A better way is to get proper guide!!!! The most important thing is the technicality and Craig Reeder keeps proving himself.

    • @PawanYadav-xi2mk
      @PawanYadav-xi2mk 4 місяці тому

      I have seen so many recommendations about Craig Reeder, his strategy must be good for people to talk about him.

  • @firsargentum5920
    @firsargentum5920 4 місяці тому +2

    "In bull markets, the future gets a premium, in bear markets, reality gets a discount." What a great line from Jim Chanos :)

  • @goldenforge12
    @goldenforge12 4 місяці тому +9

    Late last year Chanos announced he was converting his hedge fund into a family office after almost four decades. Assets had dropped to less than $200 million from more than $6 billion in 2008.

    • @goldenforge12
      @goldenforge12 4 місяці тому

      @JosephCarlsonAfterHours22 what ? Your digit for what ?

  • @bingebinge3722
    @bingebinge3722 4 місяці тому +12

    Software has been getting easier to "write" since day one. I am very glad I don't have to use punch cards any more. But writing code is just a very small part of creating good software systems and solutions.

  • @Dividendflywheel
    @Dividendflywheel 4 місяці тому +4

    Best advice 9:35, the growth engine of the entire stock market

  • @raymondjackson-h3u
    @raymondjackson-h3u 4 місяці тому +4

    Thanks Joseph enjoyed content you are a steadying force in all the confusion 😊

  • @aeaeaeluis
    @aeaeaeluis 4 місяці тому +5

    Thank you Joseph for the Adobe pick. Made some money today!!

    • @marcbaker2240
      @marcbaker2240 4 місяці тому

      I also made money on ADBE today.

    • @George-f8h
      @George-f8h 4 місяці тому

      You haven't made a cent until you've sold your shares. It's just paper gain.

  • @RustMoments
    @RustMoments 4 місяці тому +8

    11:28 i was worried for Salesforce

  • @JRay2113
    @JRay2113 4 місяці тому +14

    24:00 TikTok absolutely existed back in the first run up of $GME 😅

  • @nirbang
    @nirbang 4 місяці тому

    Hi @Joseph - Does Qualtrim portfolio support integration with Vanguard, Robinhood & Webull?

  • @47marwynne
    @47marwynne 4 місяці тому +2

    Thanks for your update on these investors and your views.

  • @UhOohSpaghettiOs
    @UhOohSpaghettiOs 4 місяці тому +11

    Ayyyyyy Joseph whaddup

  • @brandongray8879
    @brandongray8879 4 місяці тому +4

    Joseph I really appreciate your videos every time you make them but you said something in this video that I think was inaccurate. The yield curve inversion is not the indicator for poor performance. It’s when the yield curve UNinverts. Big distinction between the two scenarios. The universion occurs at the same time that we go into a recession.

  • @dolcefarniente2702
    @dolcefarniente2702 4 місяці тому +2

    What’s your take on Seth klarman ? Any opinion ?

  • @humn_rights
    @humn_rights 4 місяці тому

    Joseph, you are an informed, decent advicer. Your clarity i style is appreciated.

  • @KennyStratton
    @KennyStratton 4 місяці тому +1

    I’ve got to tell you Joseph, you’re pretty good. Keep it up. Thanks❤️

  •  4 місяці тому

    Hi Joseph thanks for all your insightful videos. Are you able to review pharma companies like LLY, AZN, NVO, PFE, Boston Scientific and McKesson ? Thank you

  • @lisag2263
    @lisag2263 4 місяці тому

    Any idea how much Apple and Microsoft stock price will fluctuate on Friday due to ETF rebalancing?

  • @KitRodrigue7501
    @KitRodrigue7501 4 місяці тому

    One of my favorite episode ! Thanks Joseph

  • @Dividendflywheel
    @Dividendflywheel 4 місяці тому +4

    For the average investor unable to analyze tech and AI stocks. An ETF that captures the growth potential of the tech sector is a good place to start.
    QQQ, VGT, IYW, FTEC

  • @maulerXX
    @maulerXX 4 місяці тому +2

    That first tiktoker is not accounting for the Gamestop split (which he likely doesn't know about), meaning that he bought in at the equivalent of $140 pre-split. For Gamestop to go to $450 again post-split, that's like Gamestop in 2021 going to $1800.

  • @denovo09
    @denovo09 4 місяці тому +2

    Joseph, can you please do a video on Adobe in light of the Apple AI news this week?

  • @PoBox-ix7lc
    @PoBox-ix7lc 4 місяці тому

    Does qualtrim have alerts?

  • @soroushsepahyar
    @soroushsepahyar 4 місяці тому

    Can’t say how much i enjoy watching Joseph’s analysis!

  • @peterjobalom206
    @peterjobalom206 4 місяці тому

    great, mature perspective Joseph. Thank you

  • @BashEri
    @BashEri 4 місяці тому

    I really appreciate what you do, Joseph.
    Thank you.

  • @gilodi7149
    @gilodi7149 4 місяці тому

    Joseph , do you like nvda ?

  • @meanhornet5560
    @meanhornet5560 4 місяці тому

    Glad I found you...keep up the good work!

  • @michaelfriend3990
    @michaelfriend3990 4 місяці тому

    Great work JC!

  • @claudia-vp1kd
    @claudia-vp1kd 4 місяці тому

    Really enjoy your videos, thanks for sharing

  • @texasbuzzard4970
    @texasbuzzard4970 4 місяці тому

    great content Joseph

  • @MartinBeaupré
    @MartinBeaupré 4 місяці тому +1

    Always good, keep up the good work! Love your chanel.

  • @wmattit4939
    @wmattit4939 4 місяці тому

    Hey Joseph, what do you think of Coursera fundamentals?

  • @kobe_defranze
    @kobe_defranze 4 місяці тому +1

    “In Bull markets, the Future gets a premium. In Bear markets, Reality gets a discount.” -Jim Chanos

  • @DinnerIsDelayed
    @DinnerIsDelayed 4 місяці тому +4

    Always has.

  • @Clixlol
    @Clixlol 4 місяці тому

    Did salesforce cut their dividend again or was it a one time thing?
    Edit: 26:37 AEO 25 $ call.
    3/26 date bought 3/28 expiry date.
    AEO went up 4% from 26th to 28th
    24k market value

  • @Ashermicheal6341
    @Ashermicheal6341 4 місяці тому +26

    This seems like the worst period. Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!.

    • @Lucas75332
      @Lucas75332 4 місяці тому

      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 kiana rachel

    • @liammateo287
      @liammateo287 4 місяці тому

      I agree just reached my goal of $500k monthly trade earnings. Setting realistic goals is an essential part of trading.

    • @Ashermicheal6341
      @Ashermicheal6341 4 місяці тому

      How can someone know a professional broker when legit once are hard to find this days

    • @Lucas75332
      @Lucas75332 4 місяці тому

      She's recognized as 'Mrs Kiana rachel . One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.

    • @philipbenson746
      @philipbenson746 4 місяці тому

      I agree. Based on personal experience working with an investment advisor, I currently have $1m in a well diversified portfolio, that has experienced exponential growth. It is not about having money to invest in stocks,but also you need to be knowledgeable, persistent, and have strong hands to back it up.

  • @bentobox7788
    @bentobox7788 4 місяці тому +2

    The costs of development don't need to hit zero. They just have to be low enough to reduce the moats of some of the software companies. This will impact their future growth rate and forward price multiples.

  • @CostaBatis
    @CostaBatis 4 місяці тому

    Great content, thank you!

  • @hondusspa
    @hondusspa 4 місяці тому +1

    Steve Eisman feeling so proud of himself like 😊👏

    • @filippxx
      @filippxx 4 місяці тому

      He is so proud of his inside sources. Do you really think that him and other superinvestors like him have a special source or a special sense in finding hidden plays 😅 Following the stock market over many years I fouhd out that many top investors like congress members have a special sense in sniffing out tge big winners.

  • @newjdm
    @newjdm 4 місяці тому

    6:49 this individual has great intuition, which I appreciate

    • @filippxx
      @filippxx 4 місяці тому

      And by intuition you mean inside info😅 guys, you still buy into the innocent story of great stock pickers who juat happened to pick NVDA before it blew up, Apple now, MSFT before Open AI launch of Chat GPT

  • @shadowninja6689
    @shadowninja6689 4 місяці тому +2

    I wouldn't put Jim Chanos in a group of legendary investors given the absurd amount of money he's lost overtime on very prominently bad short bets, including Tesla, which Chanos went as far as claiming was about to go bankrupt right before they became profitable. He lost billions of dollars on that one stock by being so stubbornly wrong about it for so long during it's 20X ride upward.

  • @timemanagementisinvesting
    @timemanagementisinvesting 4 місяці тому

    Sounds like time to go ALL IN on Proctor and Gamble

  • @danielcluley870
    @danielcluley870 4 місяці тому +1

    Here is the dumb thing about that thesis.
    If AI drives software development and maintenance costs to zero (which I don't think it will), then why would that not actually benefit the big software companies with entrenched positions, patents, licenses, and subscriptions/SAAS contracts in place? It would just reduce their input costs by being able to hire less grunts and focusing on high-level development, right?
    Seems like a margin accelerator to me for the largest software providers, not a detriment.

  • @quotables-ph
    @quotables-ph 4 місяці тому

    Can you feature companies with upcoming stock splits like Broadcom and Chipotle? Thank you.

  • @SuperSol1987
    @SuperSol1987 4 місяці тому +1

    Thoughts on intu and Abde

  • @IDNeon357
    @IDNeon357 4 місяці тому +1

    The problem is the market will crash 20% during story time before ANYONE ever questions balance sheets.

  • @Rogershijianhui
    @Rogershijianhui 4 місяці тому +5

    Perfect for Story Fund, haha!

  • @user-bq3cd7ss5u
    @user-bq3cd7ss5u 4 місяці тому +1

    ❤❤❤KEEP BUYING 😂😂😂

  • @jebair_
    @jebair_ 4 місяці тому

    Could you perhaps do an analysis on sage in London or xero in Australia.

  • @ahmadal-badah6066
    @ahmadal-badah6066 4 місяці тому

    We always enjoy what you bring to your followers 😊

  • @milanpatel4035
    @milanpatel4035 4 місяці тому

    Joseph, you’re my super investor.

  • @Homeybadgers
    @Homeybadgers 4 місяці тому

    I missed out on the tech rally and held onto to cash in money market waiting for the dip that never came. How do you start investing the large cash now if market is all time up, tech is stretched?

    • @valueradar3362
      @valueradar3362 4 місяці тому

      Dollar cost averaging

    • @Homeybadgers
      @Homeybadgers 4 місяці тому

      @@valueradar3362 so dollar cost average by investing 10% and then gradually averaging?

  • @Stu_Cazzo
    @Stu_Cazzo 4 місяці тому

    Yield curve needs to uninvert to be a indicator of recession. There are many yield curves but most point to the US02Y/US10Y. This yield curve has be inverted for a long time, when it turns over and becomes disinversion...Then a 'recession' should happen as it is a leading indicator.

  • @darrendent8288
    @darrendent8288 4 місяці тому

    @12:17 I’m not a tech employee but on the latest software companies earnings reports it really did not look well from that standpoint.

  • @Ferdinand208
    @Ferdinand208 4 місяці тому +1

    What hardware is in the iPhone15 that make AI possible that don’t work on iphone12?

    • @seniorkevin
      @seniorkevin 4 місяці тому +7

      Nothing. Apple just wants your money.

  • @joegeezly9613
    @joegeezly9613 4 місяці тому

    Any advice from Tik Tok in general never ceases so amaze me.

  • @vardanarakelyan5214
    @vardanarakelyan5214 4 місяці тому

    Thanks a lot

  • @larryhall83
    @larryhall83 4 місяці тому +1

    "Theses" not thesises. "Crises" not criseses. Your videos are very valuable. Take some time on the English, though...

  • @disturbedmushroom_video
    @disturbedmushroom_video 4 місяці тому +1

    im with nvidia for the longterm

  • @JohnsFishTales
    @JohnsFishTales 4 місяці тому +1

    Steve could actually respond to questions without Joe there to interrupt.

  • @Powerful_TDFAM
    @Powerful_TDFAM 4 місяці тому

    I like how he says it's story time. He didn't say it in a nice way, but he clearly sees momentum in the market ergo the market still has juice.

  • @captainawasome8985
    @captainawasome8985 4 місяці тому

    The difference with GME is that this time I will not be any part of it even if it gave me +40% in one day for a very small speculative position. No, I'm done playing games.

  • @seniorkevin
    @seniorkevin 4 місяці тому +13

    The recession starts historically at the yield curve uninversion. So inversion does nothing...

    • @chrisja1998
      @chrisja1998 4 місяці тому

      Yeah also my thought. ECB just cut rates, FED to follow soon.

  • @ciaramckeown4008
    @ciaramckeown4008 4 місяці тому

    Always been an ETF investor holding the S and P and the QQQ with a sprinkle of NVDA. Should I get into big tech now at these high prices? Or continue overweighting QQQ?

    • @fitbh703
      @fitbh703 4 місяці тому

      Dca man… def don’t go all in

    • @enemy1134
      @enemy1134 4 місяці тому

      you already have exposure to them through QQQ

  • @natehighlander5227
    @natehighlander5227 4 місяці тому +1

    Joe, Talk about the business bankruptcies and how so far in 2024 their are 1k more 3600 then there were in all of the prior full years around 2600ish... . If the economy is so great then why so many bankruptcies?

  • @linegoesup-tl1hq
    @linegoesup-tl1hq 4 місяці тому +1

    the moment they bring on the very positive people is the moment you panic 🤣🤣

  • @azulsimmons1040
    @azulsimmons1040 4 місяці тому

    Not even sure Big Tech has been discounted. The price is just set by the lack of other places to put your money due to fear. Big Tech's prices are high and will drop at some point. Guys like the big investors ride these huge stocks up and down as that is how they are able to deploy and make gains on the huge money they manage. Smaller investors will make more money finding up and coming companies to become the new multimillionaire. It is like Buffett said, "No one likes to get rich slow."

  • @desimo147
    @desimo147 3 місяці тому

    Steve Eisman is a very smart guy, but he's not omniscient. He was on CNBC in October of last year and said that bank stocks are "un-investable". I only remember this because I had bought some bank stocks at the time due to them being beaten down in price. Since he said that, the banks are up 33%. I'm not trying to trash the guy (he's had many correct calls as well) but just pointing out nobody gets it right all the time, and even the smartest investors on the planet get it wrong more often than you would think. Buyer beware.

  • @Wrath0141
    @Wrath0141 4 місяці тому

    you usually do the tiktok part in the joseph carlson show not the after hours

  • @kohnfutner9637
    @kohnfutner9637 4 місяці тому +3

    I'm not buying Apple today.

    • @svenhodaka9145
      @svenhodaka9145 4 місяці тому

      Yup, it was time to accumulate AAPL…….until last week!

    • @Yahniboy
      @Yahniboy 4 місяці тому

      I sold it last Thursday and I’ll buy it back after a pullback or correction

  • @jebair_
    @jebair_ 4 місяці тому

    Joseph, why don’t you expand internationally? I personally have 2, Sage and legal&general in the uk.

  • @glennshoemake4200
    @glennshoemake4200 4 місяці тому +1

    If people are buying more Apple products than AVGO will also be the winner as they get paid on every product Apple builds because they sell components to Apple.

  • @SFreedberg1
    @SFreedberg1 4 місяці тому +2

    There's a sucker born every minute

  • @thetruth1446
    @thetruth1446 4 місяці тому

    What do I do? As a new investor all the big tech stocks are way overpriced atm, I dont have a entry point

  • @aniketsiddhaye8193
    @aniketsiddhaye8193 4 місяці тому +1

    "There's a sucker born every minute" quote still applies. People still fall for the money making schemes - not very long since the Bitcoin millionaire schemes dialed down a little. 😂

  • @RZH2023
    @RZH2023 4 місяці тому +1

    Quick money is always a scam, doesn’t matter it is from a 19 year old or 90 year old. Diversity is ignorance. Focus on something you are comfortable with for the long term. Cash is your diversity and you will need it in the case of market crash. 100% investment is stupid.

  • @HankColter
    @HankColter 4 місяці тому

    What's with YT deleting comments willy nilly?

  • @annasillanpaa1111
    @annasillanpaa1111 4 місяці тому +5

    I think you're not honest. The issue with GameStop is that the whales are priotirized and retailers cannot sell as this is orchestrated to bale out the institutional investors. In my view, these platforms doing it need to be taken to court and convicted.

    • @kt7187
      @kt7187 4 місяці тому

      LOL

  • @sashamillaus9187
    @sashamillaus9187 4 місяці тому

    This guy did so many interviews about shorting Canadian banks. What happened to that?

  • @catherinedavid2722
    @catherinedavid2722 4 місяці тому

    Excellent _ have a nice we

  • @darrendent8288
    @darrendent8288 4 місяці тому

    @9:35 nah chief. I’ll stick with VISA, WM, SCHD and market etfs. Big tech can get wrecked!

  • @teacherrussell5206
    @teacherrussell5206 4 місяці тому

    So we're going to listen to 2 intelligent investors, and 1 idiot who wandered into a casino and threw all of his money on a roulette table where he saw someone win.😂 I'm definitely saving this to watch later. Thanks, Joseph.

  • @thatpointinlife
    @thatpointinlife 4 місяці тому

    But Joseph, look at the chart! It keeps going up! 😅

  • @eduardoaguiar3932
    @eduardoaguiar3932 4 місяці тому

    vivi analysis, when??

  • @davidp252
    @davidp252 4 місяці тому

    Would you agree that in 2021 the narratives growing the market were not backed by parallel EPS, but now they are?

  • @MrBigDoggInDaHouse
    @MrBigDoggInDaHouse 4 місяці тому

    Not to mention the GME guy posted it to hope he could go viral or get ppl to follow him into it by logic of his own thesis lol. Fundamental misunderstanding of how the last one happened. These “influencers” are why I welcome higher for longer. Let’s let the tide wash out and see who’s been swimming nekkid