Warren Buffett is now 'as bearish as he ever gets,' says Bill Smead
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- Опубліковано 18 тра 2024
- Bill Smead, chief investment officer at Smead Capital Management, joins CNBC's 'The Exchange' to share his reactions to Berkshire Hathaway's annual meeting over the weekend.
As an investing enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
Laila artine kassardjian' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
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.
investors can never be sure what will happen next, bearish periods ultimately establish a new set of stocks to buy and watch while setting the stage for a robust new uptrend. I have been reading articles of people that grossed profits up to $250k during this crash, what are the best stocks to buy now or put on a watchlist?
For the average citizen, the tactics are rather demanding. In actuality, most of them are effectively completed by experts who possess the necessary knowledge and skill set to carry out such occupations.
You're correct! With the help of an investment coach, I was able to diversify my 450K portfolio across markets and produce slightly more than $830K in net profit from high dividend yield equities, ETFs, and bonds.
fascinating! I am new to this whole thing. I've heard that now is a wonderful time to buy, and basically, I have some cash hanging around in the bank that I would really like to spend, especially since inflation is at an all-time high. Who is this coach that helps you, and may I check them up?
Monica Shawn Marti is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
A lot of folks have been going on about a May rally too and said stocks that would be experiencing significant growth these new year season, any idea which stocks this may be? I just sold my home in the Boca Grande area and I’m looking to remunerate a lump sum into the stock market before stocks rebound
yes, transportation, e-commerce among other sectors are expected to experience growth, but who knows, the market has been a basket of surprises.
Opting for an inves-tment advisr is currently the optimal approach for navigating the stock market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
I need guidance so i can salvage my port-folio due to the massive dips and come up with better strategies. How can i reach this advsor?
LAUREN MARIE EHLERS’ is her name. She is regarded as a genius in her area. She’s quite known in her field, look-her up.
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
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.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation from $275k to $850k.
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
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
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
UA-cam really needs to fix this bot problem that’s plagued any type of content related to finance
I report them when I see 'em. Easy to spot, always a ton of up arrows. Always some guy that comes across as a putz but says he has approximately more money than France is worth, yet doesn't know what to do with it. Except to post in finance channels. Of course in the replies there is someone that says (mostly always 3 names) Bertha Loon Pith-Wombat is my advisor.
I can't believe youtube allows the scam ads with Michael Saylor deepfakes saying he is goin to airdrop crypto tokens. But then they will censor you for certain trigger words or misgendering..
That would be an issue that would be Easy to Solve with an AI approach. Artificial intelligence Is Also a great approach when it comes to trading. Glad that i was introduced to Dr. Annalena Weiss who Is managing my portfolio for 2 months and it already gained 86%.
Just kidding.
Its insane that Google aint doing anything about this serious problem
You a bot?
Biggest market explosion ever is AMS33K
I said the same.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.
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. its important to seek the guidance of an expert.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K.
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.
The market is up. If you’re down right now you’re either short or you don’t know what you’re doing. Go get help. No one here can help you.
Actually its a Lady. Yes my go to person is a ‘MICHELE KATHERINE SINGH '. So easy and compassionate Lady. You should take a look at her work.
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
I'm overall outperforming a lot of assets by holding Bitcoin and a few other top crypto altcoins. When my percentage goes down it goes down about double that of the s&p100/500 but when it goes up it goes up like 5 times the S&P rate.
Cryptocurrency is booming, notably giants like BTC and ETH. Yet, the market's rollercoaster nature is testing even the hardiest investors. which is why we should look out for proper market analysis or alternatively seek guidance from certified market strategists
The only issue you might have is the fear of missing out, just like everyone else. A good number of people discredit the effectiveness of financial advisors in exploring new markets, but over the past 4years I’ve had a financial advisor consistently restructure and diversify my portfolio/expenses and I’ve made over $3million in gains… might not be a lot but i'm financially secure.
who is your advisor please, if you don't mind me asking?
‘Linda Aretha Reeves’ 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.
May I ask which investments are good? I've been looking at a few different ones but want others' opinions as well..
What I think everyone need is a Financial Adviser, who can help you get in and out of any investment at any time and you'd sure be in Profit..
Have been in need of an Adviser for long now.>
It alright Angela Lynn Schilling look up on that and thank me latter!!
Thanks... This Was Helpful!!... I found her page..
Thanks for the pointe..
he's saving for his retirement
🤣🤣🤣🤣🤣
Buffett waiting for a bargain is not him being bearish, it's Warren applying all the lessons that he has learned over the years from Ben Graham and Charlie Munger.
E-commerce tokens are booming. AMS33K will go 500x after the launch.
I disagree with most peoples takes on this. Buffett can’t find anywhere to deploy cash in the FEW AREAS he considers himself an expert in… he’s waiting for the right pitch as he would say. Doesn’t mean he thinks the market is overpriced or he’s bearish.
Been hearing this for 2 years. He has raised cash for 8 straight quarters, yet S&P is at all time highs lol.
all falls started from a peak. Isnt Raising cash a sign
The yield curve doesn't lie.
Plus he’s making 5 on t bills
He’s said it’s hard to find companies that move the brk needle.
Time in the market beats timing the market. Couldn’t he be right? Sure, but might be missing out on 8 more years of expansion.
Buffet always has said you cannot time the market.
Buffet made his initial wealth from trading dying companies and timing the market, and Berkshire accumulates cash like this and deploys it when things are cheap regularly. Look at what they do, not what they say.
@@tristan1505 100% agree. This guy literally sells 20 MM shares at a time of entire companies. Coca cola, Wells Fargo, Apple, etc. and pours cash into stocks when they are cheap - and rinse and repeat.
The market factors/dynamics that Buffett built his empire on are dramatically different today than 50-60-70 years ago.
Buffett hasn't really been a "buy and hold" investor since pre-2008.
And here he is… lol
You can't time the market, but buffet can...
I timed it just fine buying TQQQ on Jan 1, 2023. And... I Just sold it.
Buffet always had large cash piles
Exactly. He's had $100B+ for years.
Buffet always has $50B laying around in cash. He’s been doing that for decades. He knows we will have a 30-40% correction every 8-10 years.
When you are fully invested and have a mountain of money lying around it’s pretty easy to buy a big dip.
Bill Smead’s funds charge very high fees, 100 to almost 200 basis points; long term his funds are barely even to the S & P, 500, so he’s made way more $ from fees than stock picking, exactly what Buffett told investors to avoid when he bet that hedge funds would lose to the S & P.
Great point.
You are correct, thank you for reminding such to the street people
"I read between the lines", so it's basically just a personal interpretation and you made what you wanted to make of it...very objective.
When I look at the quarterly chart of the S&P it is hard to see a "bearish" sentiment🤷
I guess a 20% decline in 2022 wasn't large enough to deploy his cash
His cash pile has ballooned since 2022 in line with the market going up.. he has $58 billion more in cash this year than last
That was a textbook A wave. The good deals are after the C wave. Look at 1974 for the last comparable market dynamic.
@@jorge1170xyz you never gonna make any money being out of the market that long
Too much cash. Keeping some is a good idea. But Warren is too bearish,
@@albertinsinger7443 The old guys are so bearish because there's "supposed to be" a recession every 8 years (max) and there hasn't been one in 15 years now. And I mean a real recession, the kind that lasts a couple of years and lots of people have to find new work.
Mr Buffet declared over and over again he had been wrong several times before
He is still much, much richer than many.
@@ahliongdoesn't mean his stock picks are great. He doesn't only invest in order to make his money
It’s a bit frustrating Buffett has refused to put more capital into great businesses, especially ones he already owns. Just back in Oct 2023, AmEx at $150 was there for the taking at 13x earnings. And he had a whole year in 2022 to accumulate a meaningful position in Costco under $500.
Yes, I’ve been frustrated for about 10 years with this issue. And if you express that frustration, expect personal attacks by the hero worshipping fans who praise him although he hasn’t beaten the S&P 500 over the last 20 years.
As an investment enthusiast, I often wonder how top level investors are able to become millionaires off investing. I do have a significant amount of capital that is required to start up but I have no idea what strategies and direction I need to approach to help me make decent returns
Proper research, good analysis and luck is what you need to make profit in this constant market decline. It's all about finding the right moment to take advantage of and generate colossal profit, which is why you need to do your research
The best market strategy is to work with a credible investing coach. Since a while ago, I've been in touch with a coach, mostly because I lack the depth of understanding and mental toughness to deal with the ongoing market conditions. You lack the information necessary to succeed in a competitive market, not because you're doing anything wrong, but rather because of your lack of experience.
@@spacecadet6Mind if I ask you to recommend this particular coach you using their service?
Credits goes to " Gertrude Margaret Quinto " one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
I looked up her full name online and found her page. I emailed and made an appointment to talk with her; hopefully, she gets back to me.
Debt or Loan Yield=5%
Dividen=1.8%(Weekly)
Leverage Buy= 1:2 or 50%,Gold Trade, Share, Oil Trade etc.
Debt=36,000B Yield=5% Year=5
Debt(30 Year)=36,000*1.05^5
Debt(30 Year)=46,950B
250 Week=1,000B
Week=4B
Yield=1.8%
Yield(250 Week)=1.018^250*1000B
Yield(250 Week)=86,485B
Note: Cumulative buying weekly.
Thank you.
I am the ONLY one, who didn't get that message? I keep hearing this and really over the trimming of AAPL and uncertainly on future tax rates. That the GOV. can change it anytime they want. I guess I am a perma-bull lol
Buffett is looking at US Government debt levels and spending. The utter car crash that is China. The gold price flying up in spite of US dollar strength. Russia. Israel. Iran. Commercial real estate. Auto delinquencies. The market price of Porsche 911s, Rolexes and first class travel are all plummeting and do not show consumer strength, even at the higher end - but weakness. I could go on.
The undertone overall is certainly not good. Just the US stock market.
Cash erodes with inflation, Huge debt means bigger chances of more inflation. Stocks ,companies are better than cash. Maybe Warren is worried about WW3 coming?
Does anyone have any underrated or lesser known tips for family finances and how to invest money as a family with minimal risk?
He's printing hard cold cash in T-bills and CDs.
The coldest of cash
One huge move before the final curtain.
Buffet is sadly one leg in a grave and his lifetime friend died, of course he's bearish
No bargains on Wall Street now. Market needs to fall at least 60% to be worthy of any purchases.
Sorry, but Paypal is a bargain ;-)
Na, LET IT FALL IN LATE 2025.. FOR NOW? PUMP IT... $$$$$
Yes I think markets are over valued. Economy is struggling. Debts high. Unemployment rates. And we have been basically in insane run for a while. We need a war or drastic fed cut. Market to drop 50% off. Bears are real.
japanese stocks, pe 10-15
market is only high due to pull from the Mag 7 and the Mag 7 is every bit as justified given their stellar earnings and explosive growth .
Who is Bill Smead? Theses are the hacks you don’t want to listen to. If the market goes down, Buffett would tell you to buy
How much percentage of buffets Aum is in cash?
Market gonna keep going up
yes we are at +2 std deviation total market cap value to gdp
Paramount... "my bad” -WB
Great analysis, stock market is way overvalued. Based on Ai hope. Does not see Ai generated billions but already spends billions. Where is the return and When?
"Here is where genius ends and Madness begins" - Clara Morris
Pay your taxes to reduce the interest rates
Who should pay their taxes?
@@MichaelDamianPHD buffet was saying large companies should but they don't.
Biden printing money creates inflation.
Amazon should of been bought back at $100/shares
Bitcoin is on its way to breaking records, getting closer to hitting new high prices, showing that it's gaining more value and could go even higher than we've seen before. This could mean great things for people looking to invest, suggesting now might be a good time to get involved before it jumps even higher. It's an exciting moment that could change the game in general...managed to grow a nest egg of around 2.1Blitcoin to a decent 11.4Biitcoin. At the heart of this evolution is Samantha Jack , whose deep understanding of both cryptocurrency and traditional trading has been instrumental. Her holistic approach to investment and commitment to staying abreast of market trends make her an invaluable ally in navigating this new era in cryptocurrency investment
Samantha's analyses go beyond surface-level trends. She delves into technical, fundamental, and sentiment analysis, providing a holistic view of the market..
I’m new at this, how can I reach her?
Samantha Jack's strategy has normalized winning trades for me and it's a huge milestone for me looking back to how it all started.
gram with her username
Fxsamanthaj, that's it
Ugh. The overanalysis of "code" speech is grating.
BRK acquires cash and looks for bargains. If there are no bargains (including bargains of their own stock), they let the cash stockpile. It's what they've done for decades.
To say he's"bearish" is to say he is making a prediction of the economy. He explicitly states that he doesn't do that. He just looks for bargains, and he's keeping his powder dry.
Or T-Bills at 5%+ is the sweet spot for new money now. 5:18
true dat
When CNBC avoids using the word "bearish" the situation is indeed bearish
The market is very expensive! When things get tough later this year, and the mood changes on the street. People are going to bail (the baby with the bath water). Best to stay defensive here!
I think the game has changed. AI is chasing the stock where the price is going up. They are not programmed to look for value. Hence it makes sense why certain stocks just move and industry rotation is going very frequent and fast.
Warren said Taxes going up Huge.
Or rather than being bearish, Buffett can't identify investment opportunities that beat 5.2% low risk Treasuries.
The huge cash pile is no bigger than the average in 'percentage' terms as is normally held. It just happens to be a very big number.
Why doesn’t this stock provide dividends? I put $15k in it 5 yrs ago and doing well, but adding dividends just the icing on the cake.
How can you speak for someone from what they did 50 years ago
I love random UA-camrs who think they know more and better than Warren Buffet 😂😂😂
Probably not know more, but can make better picks for them personally. Buffet looks at things much differently because of the amount of cash he has.
@@Daniel-ld3zi This is a great point. Also, there are always going to be some things that younger individuals understand more than a 93 year old. That's why Berkshire didn't buy AMZN until after it ran from $6 to $1600.
Young people also think Lebron is the GOAT and men can menstruate 🤷
Warren is a genius. But even genius can get it wrong sometimes. Remember his IBM purchases and his airline purchase and other stuff he bought then sold at a loss. Warren has too much cash and too much Apple at this point. Warren waiting for markets to crash 50% , which will happen one day. But by that time he might lost more buying power.
They actually do, Warren can't beat the market anymore.
Quality dividend-paying stocks. Buy and forget.
not the most cost effective strategy unless you need them now and can not handle yourself with expenditures
bill is correct in reading the implied bearishness
I think Warren Buffett should buy Tesla and Bitcoin
He may be waiting awhile longer.
Just think of that. Buffett would trade all his billions with us for our youth.
So time > money
Never forget this. But If you don't have money for quality life, than there is not much left cause health will get you
Old age has something to do with being bearish. Waiting for a 40% decline, the market will pass you by. Too much cash at this point in time.
park on TSLA
Buffetts primary speech, "uh uh uh uh uh, Greg can tell you why BNSF is in last place"
AMS33K is the hidden gem this bull run, thankyou for being on the ball.
Bears don’t load up their cash position when the market is at all-time highs, he’s looking to buy.
You got a smooth brain.
neither do i, the wait will be worthy
Well buffets a dumazz lol. The technicals are phenomenal. We bounced hard of the 50 day moving avg. and all of which are trending up. Historically we are following the EXACT trend of '67-'68 in every way. If you inverse the ten year interest rates and shift them forward by 14 months (since thats how long they take to affect the economy) you'll see that this bull market will continue to September, possibly even November, though I wouldn't risk that. Brace yourself for a significant pullback maybe as soon as October, but untill then the bull market is kicking butt.
I am buying gold. Nothing but gold
Just reverse whatever cnbc said
AMS33K going up like crazy! Pick up around 0.67 and now it’s hit $1! I wish i had bought more!
Uh, he's way past the average life expectancy. I am not certain he's the barometer anymore.
Bill Smead is one of the more enjoyable speakers to listen to. He is both knowledgeable and humble, which is pretty refreshing. He is also obviously a Buffett student. Thank you for sharing this interview.
Warren is right Bears are coming
Glad you're speaking on some others. I'll watch. I love AMS33K. Trying to accumulate more now.
How about using some of that $200 billion to pay taxes and help working families?
Naive comment. Buffet already paid $5 Billion in taxes last year. Billion!!
@@BradSabako that is pocket change for him
@@illegalsmirf I just showed you how wrong your comment was, by Buffet paying $5 billion in taxes, after you essentially said he isn’t paying his share….. and you make a right angle comment, instead of saying…I was wrong. 5 billion is not pocket change, as most of his wealth is non liquid, another just stupid comment. Go back to your basement and be a victim.
He has said “his secretary pays more taxes than him. It’s not right”.
Buffet owns Geico and See’s candies. Munger up on stage all those years eating see’s peanut brittle. $$$$ cash cow, must be nice!
Does anyone care what Buffett says anymore ?
Says Bill Smead...click bait lol.
😂…just keep buying…stocks going to the moon “at all costs” ….we’re all gonna be millionaires !! 💰
The only reason warren buffet is warren buffet is because he was lucky and invested in apple and Coca Cola. If it weren't for those companies he would have never been who he is. Why do we listen to him like he's god? It's not like he started apple or Coca Cola. He is a lucky guy who was born in the right time period.
Come on, stop eating out of Warren's hands. Even with all that Apple he's dramatically underperformed the Nasdaq 100. Why are we listening to him?
Best investment areas to invest in USA in 2024 where you can compete with China due to tarrifs.
-Solar cell to double to 50%.
- Steel & aluminum 25%
-Semiconductors 50%
-Medical supplies
-Batteries
-Critical minerals
- Ship-to-shore cranes.
lol ok mrs wall street
Imagine if someone did this dry powder Buffett strategy.... in 1929. This is what he will do with his cash, and he will be able to buy companies for half or less than the current price. I say half but the stock market fell 90 percent and took 25 years to come back to 1929 levels (1954). What's coming will be worse than 29 and I am being very conservative when i say 50%% off.
I've had the feeling BTC would be going to 70k as well. Clearing out all my Alts going into Solana and AMS33K only, maybe a little WIF.
When he is gone you may find a collection of mediocre companies over time
What a load of nonsense. The truth is AAPL is not growing hence Buffet is trimming. This “analysts” interpretation is Buffett is bearish about the market. “he’s waiting for the imminent 40% decline in the market”?! So Buffetts a fortune teller now too?! Or a trader?! Which goes against his investment ideology of buying and holding even through 50% declines.
Hes buying tesla soon
Buffet is not a technology investor, his time has passed
People said in 1999...
or is technology the next big bubble and he knows it?
@briantep458 ya, no wonder he has not invested in Apple
@@curiousobserver123 Apple is a boutique brand retailer as well as tech
@@PLASTICPIPE that's funny
Blablabla hes just manipulating the market
Strong buy for Bitcoin. Generous and strong man? LOL. All he did his whole life is stand next to the money printer and bail out banks with government money and profit off of it.
Yes I think markets are over valued. Economy is struggling. Debts high. Unemployment rates. And we have been basically in insane run for a while. We need a war or drastic fed cut. Market to drop 50% off. Bears are real.
BOT BOT BOT
People who worship Buffet need to get a life!😂
Buffet lost
😂 Learn to read a chart. I've been in cash for months and only take quick trades. When the S&P 500 leaders (Tesla, Apple, Nvidia, etc) start pooping the bed, thats a signal the party is over. Fed promises are the only things keeping the market up.
Warren Buffett 93.. lol like I give a rat
Ignoring one of the mosty successful investors ever is kind of silly regardless of his age.
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Hello how do you make such monthly ?? I'm a born Christian, and sometimes I feel so down 🤦of myself because of low finance but I still believe in God.
Thanks to Mrs Mary Bridget Walsh.
She's a licensed broker here in the states
After I raised up to 325k trading with her I bought a new House and a car here in the states 🇺🇸🇺🇸also paid for my son's surgery (Oscar). Glory to God.shalom..
Wow that's nice She makes you that much!! please is there a way to reach her services, I work 3 jobs and trying to pay off my debts for a while now!! Please help me.
The amount of“uh” in this interview is alarming.
I think both Buffet and Smead should retire to an old folks home.
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
We have learnt in investing journey that you can't control the market but you have the power to control your actions in the market.
That’s true, Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, , and in just a few months, I was able to earn over $950K in net profit from high dividend yielding stocks
@@AdinnaMullins I have been thinking about how to grow my reserve by atleast 40% or more within months. I will be grateful if you can give tips or anything on how to make good market picks and how I can get my portfolio diversified and balanced in order to meet up my target..
@@williamchukwudobe Big Credits to ''THILO MOUKOKO' he has a web presence, so you can simply search for, there are some others but it might be difficult to get them, but Thilo has been a good guide through the year.
@@williamchukwudobe Big Credits to ''THILO MOUKOKO' he has a web presence, so you can simply search for, there are some others but it might be difficult to get them, but Thilo has been a good guide through the year.