As a 67-year-old teacher I feel like he feels when my very young students ask me questions based in youth and worry. The opposite is true when I sit with someone who is 100 years old and who has seen it all. My questions, then feel amateurish and nervous and silly. This poor woman has a job to do, and she is floundering to find some thing to hang on to. He has told her time and time again I how he views things, and she's just not hearing it. But then it would be a very short discussion.
That's the thing, the economy & stock market are two different things.But to your point, that's why the stock market goes up on an escalator, but goes down in an elevator when the realism of the economy sets in.
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.
I don't know if I am permitted to go into details here, but mine is Amy Desiree Irish and you could also look her up though I'm not so sure she's taking on new people atm.
As a 67-year-old teacher I feel like he feels when my very young students ask me questions based in youth and worry. The opposite is true when I sit with someone who is 100 years old and who has seen it all. My questions, then feel amateurish and nervous and silly. This poor woman has a job to do, and she is floundering to find some thing to hang on to. He has told her time and time again I how he views things, and she's just not hearing it. But then it would be a very short discussion.
Trump's new tariff plan might ignite a trade war, prompting me to reevaluate my $400K investment portfolio to minimize potential losses. I’m looking for effective strategies to navigate this uncertainty.
There are strategies that could be put in place for solid gains regardless but such executions are usually carried out by investment experts or advisors with experience
Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.
Come into india and buy kotak bank and hold it for next 3yrs.....i cant explain the entire funda of the decision. So do ur own reserach. But according to my valuation metric, i can say it can move up by 30% in next 3 yrs. 15% growth in banking, Massive underpenentration in mutual fun industry and its now trading at 2.5× book which might be a lot for US but not in india bcz of its population explosion which makes people prone to taking loans and payin it over next 35 yrs. But they wont calculate the interest their liablity and slavery. But be happy about them being able to buy a 1000sqft flat for 250000usd in an indian city. This is our advantage
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 over $400k like some people are this season.
I believe the safest approach is to diversify investments especially under professional; guide. You can mitigate the effects of a market meltdown by diversifying their investments across different asset classes such as stocks, etfs etc It is important to seek the advice of an expert.
Review your portfolio with a professional and don't make the same mistakes again. Diversify, as in your stock portfolio, and hopefully consult a professional. The key to building wealth is long term. I learned 30 years ago that you have to keep emotions (rookie) out of your investment decisions at all cost. Now, i've made over 800k in profits from my 350k investment.
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Carol Vivian Constable’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
There is obviously a compounding effect in the very long term for large capital, but is not "automatic", and with the wrong strategies you can even lose more than you have, and selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies.
Invest in S&P 500 ETF, for as long as possible. Do it as often as you can. Try not to withdraw this money and let compounding do its work. 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.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
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.
Not sure if many viewers realize... There is a ton of wisdom packed into the first 10 minutes of this interview... Following his advice will save you so much trouble.
In these uncertain times, it's more important than ever to have a solid understanding of how to manage your finances, invest wisely and navigate economic downturns. But my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains, sure I'm all in on the long term game, but with my savings are lying waste to inflation and my portfolio losing gains everyday, I need a remedy.
If you need advice, consider speaking with a financial advisor. Don't get me wrong, you can do it on your own, but financial advisors have a lot more knowledge and expertise in this area.
You are completely right, Advisors have information and paths that are not disclosed to the public.. I profited £560k in 2022 under the tutelage of my Fiduciary-counselor. Am I selling? Absolutely not.. I am going to sit back and observe how this all plays out.
Selena-Nicole cefaloni 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.
Investing is all about knowing bearish periods ultimately establish a new crop 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?
The current market might give opportunities to maximize profit, but in order to execute such effective transactions, you must be a skilled practitioner
On the contrary, even if you’re not skilled, it is still possible to make great returns. I am a project manager and my personal portfolio of approximately $750k took a big hit in April due to the crash. I quickly got in touch with a financial-planner that devised a defensive strategy to protect and profit from my portfolio during the red season. I’ve made over $150k since then
Do you suppose you could recommend any consultants or professionals I could speak with over the phone? I desperately need to allocate my investments properly.
"Laurelyn Gross Pohlmeier," a well-known authority in this field. I would recommend looking into her credentials more because she has a great deal of expertise and is a great resource for anybody looking for advice on how to navigate the financial market.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
The economy is grappling with uncertainties, global fluctuations, and pandemic aftermath, causing instability. Rising inflation, sluggish growth, and trade disruptions need urgent attention from all sectors to restore stability and stimulate growth.
Things feel uncertain right now. Inflation is eroding the value of the US dollar, yet it’s gaining strength against other currencies, gold, and real estate. Many view it as a safe haven, but I’m concerned about my $420,000 in retirement savings losing value due to rising inflation. Where else can we securely invest our money?
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
I totally agree; I am 66 years old, recently retired, with approximately $1.2 million in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, I didn't do all this alone, but with the help of a financial advisor. Having one is currently the best way to trade in the stock market, especially for people nearing retirement.
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
As a 67-year-old teacher I feel like he feels when my very young students ask me questions based in youth and worry. The opposite is true when I sit with someone who is 100 years old and who has seen it all. My questions, then feel amateurish and nervous and silly. This poor woman has a job to do, and she is floundering to find some thing to hang on to. He has told her time and time again I how he views things, and she's just not hearing it. But then it would be a very short discussion.
Imagine having the great Howard Marks on and asking him a bunch of questions about geopolitics and macro trends - has she never read anything he has written?
That may be true yet his focus was on recent sell transactions. He did not sell a large chunk of his stock positions this year. His cash position grows exponentially because he receives massive dividends fom the stocks and companie he owns. He also receives insurance float (premiums) from Geico and the other insurance companies he owns. Nearly every year shareholders question him about the cash horde.
the interviewer don't seem to get what he was trying to say.... bottoms up approach... buy a great company with potential at a good price... don't need to focus on things you cannot control...
Unfortunately the quality of an interview, with the interviewee being one of the most brilliant ones, will only be determined by the quality of the interviewer.
This woman..... is attempting to ride on Oaktree's plan, and make good investments for herself. All those questions, although many are interested to know.... its all more towards her personal interest.
September 2018 rocked my family with the hurricane Florence. To lives and properties displaced we gave $45k. We also gave in 2020 COVID year. The "Treasure Principle" by Randy Alcom helped my giving reason why getting $105k in two months is just evident of God's blessings on my household. God never faltered on his written and spoken promises over my household.
It is the digital market. That's been the secret to this wealth transfer. A lot of folks in the US amd abroad are getting so much from it, God has been good to my household Thank you Jesus
Howard is wrong USD 350 billions is not small If you look at only stocks then this is more than 50% These people knows that people will listen even if they talk nonsense
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.
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
I can’t decide if Howard Marks is being cautious or just playing it safe. Is this the perfect time to invest in China or are we setting ourselves up for disappointment? 💰🧐
Marks trying to get his exit liquidity. Sure there’s value in their stocks. But their median income plummeted in China so there’s an undecided timeframe of low consumption and weak growth, so the value must be priced accordingly
In today’s volatile global economy, the smartest move anyone can make is diversifying their income streams-especially those not tied to government support. With uncertainties looming, relying on a single source of income is a risk too great to take.
Yes you get out and then forget to get back in. Usually getting out is a mistake War, pandemic - get out. Was mistakes. Dont know how market will react
The massive surge in Bitcoin is catching everyone's attention, yet traditional markets are painting a more complex picture. Stocks are tumbling, bond yields are climbing, and there’s still skepticism about whether the Federal Reserve will truly stick to its plan of hiking interest rates until inflation is tamed. With my $117K stock portfolio in the balance, I’m at a crossroads. Should I liquidate and reposition? What’s the most strategic way to capitalize on this bear market while navigating the uncertainty ahead?
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
He is talking nonsence. Reasons to get out in 2019 was yield curve invertion, in 2021 it was the second highest PE in US stock market history and in 2022 was reason to get in because of low PE. Now we have the second highest PE ever and he is hesitant to call stocks overvalued?
Why put money into our major adversary’s markets to enrich them and us? Money knows no boundaries? What a greedy and heartless investor. Doesn’t the free world offer enough opportunities?
I’m sure it’s very exciting getting to interview a legend but this lady needs to cool the random laughing. It even made Mr. Marks pause, waiting for her to stop giggling. Great info though overall.
Buffett sold quite a large portion of his stocks. Not 1 or 2 percent. Marks is always vague about his positioning, giving himself an out. He doesn't name any of his investments
if you read Intelligent Investor foreword there are many ways to be a Grahamite They could have totally different looking portfolios, but based on the same principles And they all tend to outperform
What's "quite a large" mean in percentage terms? Be sure to include the companies he owns outright. And already had over $250B in cash before 2024. And he receives billions income and float from those companies.
@@Pizza-gb1ch currently Buffetts Cash-to-book ratio is a little over 30% which is highest since the tech bubble. Graham wrote about keeping a 90-10 to 75-25 ratio in normal times. So 67-33 is considered abnormal based on Security Analysis
Buffett has a special situation. He is going to die in a few years. He préparés his succession plan for Tedd and Todd to be free to do what they need to do. Not to have a huge Apple here that they might have to sell at the wrong time. It is not fair. He just gives them now more assets to manage before tax gets higher and affect companies like Apple. Comparing yourself to Buffett is missing the whole picture.
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.
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Carol Vivian Constable” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
how many times does this man has to say he is a bottom up investor before the host understands
There's no such number actually
Maybe she doesn't understand the terminology. Maybe defining terms would help.
As a 67-year-old teacher I feel like he feels when my very young students ask me questions based in youth and worry. The opposite is true when I sit with someone who is 100 years old and who has seen it all. My questions, then feel amateurish and nervous and silly. This poor woman has a job to do, and she is floundering to find some thing to hang on to.
He has told her time and time again I how he views things, and she's just not hearing it. But then it would be a very short discussion.
This is an Interview....it is for the audience! The host understands it, nevertheless she had to look and push to get best for the audience.
Seemed like she was pushing him to forcibly accept that chinese stocks are the best bargain or the choice right now. Lol
How I love listening to this living sage
Man what a series of idiotic questions. Feel sorry for a legend like howard marks
"so no meme stocks? how bout china?" lol
If he'd give a coherent answer it would help
Yessir - total embarrassment that lady’s questions
lol - these were probably the worst questions Howard has ever been asked on air, but he still did an amazing job to share some insights
Silly interviewer
The economy is so bad, the stock market is at an all-time high, inflation keeps falling, and unemployment is at 4%. When will this nightmare end?
That's the thing, the economy & stock market are two different things.But to your point, that's why the stock market goes up on an escalator, but goes down in an elevator when the realism of the economy sets in.
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.
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
I don't know if I am permitted to go into details here, but mine is Amy Desiree Irish and you could also look her up though I'm not so sure she's taking on new people atm.
Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.
I like how they invite over a guy who is not claiming to be able to predict the future, and keep asking him to predict his future.
seriously! it's very annoying.
Howard Marks is the Maestro of Investment Psychology.👍
Terrible interviewer!
she is shouting at him...hahaha
As a 67-year-old teacher I feel like he feels when my very young students ask me questions based in youth and worry. The opposite is true when I sit with someone who is 100 years old and who has seen it all. My questions, then feel amateurish and nervous and silly. This poor woman has a job to do, and she is floundering to find some thing to hang on to.
He has told her time and time again I how he views things, and she's just not hearing it. But then it would be a very short discussion.
Trump's new tariff plan might ignite a trade war, prompting me to reevaluate my $400K investment portfolio to minimize potential losses. I’m looking for effective strategies to navigate this uncertainty.
There are strategies that could be put in place for solid gains regardless but such executions are usually carried out by investment experts or advisors with experience
Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.
Marissa Lynn Babula is the licensed advisor I use. Just search the name. You’ll find necessary details to work with to set up an appointment.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
Come into india and buy kotak bank and hold it for next 3yrs.....i cant explain the entire funda of the decision.
So do ur own reserach.
But according to my valuation metric, i can say it can move up by 30% in next 3 yrs.
15% growth in banking, Massive underpenentration in mutual fun industry and its now trading at 2.5× book which might be a lot for US but not in india bcz of its population explosion which makes people prone to taking loans and payin it over next 35 yrs.
But they wont calculate the interest their liablity and slavery. But be happy about them being able to buy a 1000sqft flat for 250000usd in an indian city. This is our advantage
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 over $400k like some people are this season.
I believe the safest approach is to diversify investments especially under professional; guide. You can mitigate the effects of a market meltdown by diversifying their investments across different asset classes such as stocks, etfs etc It is important to seek the advice of an expert.
Review your portfolio with a professional and don't make the same mistakes again. Diversify, as in your stock portfolio, and hopefully consult a professional. The key to building wealth is long term. I learned 30 years ago that you have to keep emotions (rookie) out of your investment decisions at all cost. Now, i've made over 800k in profits from my 350k investment.
That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this coach?
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Carol Vivian Constable’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
There is obviously a compounding effect in the very long term for large capital, but is not "automatic", and with the wrong strategies you can even lose more than you have, and selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies.
Invest in S&P 500 ETF, for as long as possible. Do it as often as you can. Try not to withdraw this money and let compounding do its work. 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.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
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.
I love this guy !
He is my father. 😅 financially wise
Not sure if many viewers realize... There is a ton of wisdom packed into the first 10 minutes of this interview... Following his advice will save you so much trouble.
Oh, what advice and how should one follow them?
@@hansdoreen Watch it over and over... Then come back every 6 months... Many concepts sound simple but take time to really appreciate.
Her fake laughs are very annoying.
not sure it's fake, but I also find it annoying.
She laughs and then can pull off the smile and turn into a serious face within 0.001 nanosecond. What a skill!
@@pettypractice7872 but that's what the teleprompter tells her to do. It says [fake laugh]
In these uncertain times, it's more important than ever to have a solid understanding of how to manage your finances, invest wisely and navigate economic downturns. But my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains, sure I'm all in on the long term game, but with my savings are lying waste to inflation and my portfolio losing gains everyday, I need a remedy.
If you need advice, consider speaking with a financial advisor. Don't get me wrong, you can do it on your own, but financial advisors have a lot more knowledge and expertise in this area.
You are completely right, Advisors have information and paths that are not disclosed to the public.. I profited £560k in 2022 under the tutelage of my Fiduciary-counselor. Am I selling? Absolutely not.. I am going to sit back and observe how this all plays out.
That's impressive! I could really use the expertise of this manager for my dwindling portfolio. Who’s the professional guiding you?
Selena-Nicole cefaloni 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.
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.
Howard es un hombre muy sabio porque es muy cuidadoso con lo que dice al responder a las preguntas.
Investing is all about knowing bearish periods ultimately establish a new crop 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?
The current market might give opportunities to maximize profit, but in order to execute such effective transactions, you must be a skilled practitioner
On the contrary, even if you’re not skilled, it is still possible to make great returns. I am a project manager and my personal portfolio of approximately $750k took a big hit in April due to the crash. I quickly got in touch with a financial-planner that devised a defensive strategy to protect and profit from my portfolio during the red season. I’ve made over $150k since then
Do you suppose you could recommend any consultants or professionals I could speak with over the phone? I desperately need to allocate my investments properly.
"Laurelyn Gross Pohlmeier," a well-known authority in this field. I would recommend looking into her credentials more because she has a great deal of expertise and is a great resource for anybody looking for advice on how to navigate the financial market.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
I could listen to Howard all day . He always says the same things over and over again .
And then contracts himself
this man is 78 years old! amazing
His job looks incredibly easy from where I'm sitting 😂 Always interested to hear Marks' remarks!
Masterclass from Howard indeed ❤
The economy is grappling with uncertainties, global fluctuations, and pandemic aftermath, causing instability. Rising inflation, sluggish growth, and trade disruptions need urgent attention from all sectors to restore stability and stimulate growth.
Things feel uncertain right now. Inflation is eroding the value of the US dollar, yet it’s gaining strength against other currencies, gold, and real estate. Many view it as a safe haven, but I’m concerned about my $420,000 in retirement savings losing value due to rising inflation. Where else can we securely invest our money?
Always is a pleasure and brings confort to listening to Howard. Very well said
Can you believe he is 78? Feels more like 60 to me.
Because he is constantly trying to figure out things instead of sitting on beach all day doing nothing. That keeps you sharp
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
I totally agree; I am 66 years old, recently retired, with approximately $1.2 million in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, I didn't do all this alone, but with the help of a financial advisor. Having one is currently the best way to trade in the stock market, especially for people nearing retirement.
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Thanks a lot for this recommendation. I just looked her up on google, and I have sent her an email. I hope she gets back to me soon.
Marks at its best! :)
As a 67-year-old teacher I feel like he feels when my very young students ask me questions based in youth and worry. The opposite is true when I sit with someone who is 100 years old and who has seen it all. My questions, then feel amateurish and nervous and silly. This poor woman has a job to do, and she is floundering to find some thing to hang on to.
He has told her time and time again I how he views things, and she's just not hearing it. But then it would be a very short discussion.
Imagine having the great Howard Marks on and asking him a bunch of questions about geopolitics and macro trends - has she never read anything he has written?
Wrong interviewer to suit Howard's style
she is awful with her questions. superficial questions! she has no clue what investing is all about
DEI hire. Its a trend these days.
인도계? 필리핀? 중국? 어느 나라 태생 일까요?
Russian assets were also bargains in January of 2022
Alibaba a good buy?
Buffett has 30% portfolio in cash. That's not a small amount, at all.
Wow. Is it hard to aks 1) where do you see the most risk at the moment and B) where are you finding the best opportunities
That's too blah for them.
He'd say a lot of incoherent nonsense anyway
@@swphilosophy3040 lol, have you read his books ?
congratulations
Interviewer is funny. Resume is blank, you're hired
All these people are ambiguous in their statements to be not caught with their pants down.
300 trillion is about 30% of birkshire’s total assets, to me that’s a big cash position
That may be true yet his focus was on recent sell transactions. He did not sell a large chunk of his stock positions this year. His cash position grows exponentially because he receives massive dividends fom the stocks and companie he owns. He also receives insurance float (premiums) from Geico and the other insurance companies he owns.
Nearly every year shareholders question him about the cash horde.
300 trillion? What are you smoking?😂
Howard calling bs on the host time after time is awesome
Howard Marks is one of my favorite Jews
Wait for the tariffs to hit, in a couple of years you will get the real bottom..
The last time Trump came into office, Asian markets had their biggest rally in history. Im starting to grab up some PDD & JD shares
Don’t forget tencents
@soha7271 ill look into that one.
@ good 3rd qtr earnings, cash rich, wait for a pull back and start buying, that’s my strategy
for me its Weibo
@ but Weibo just being kicked out from HSI
AEHR dropped 25%, after I didn't get out. 🤷♀️
Sometimes, people need to get out, & wait the 30 days.
It’s not your money until it’s in your pocket. Learn to take profit along the way. Don’t be left holding the bag.
Very insightful interview .
The host behaved like a video game NPC, asking questions that didn't quite match the conversation. I think she was nervous.
Mark is genius in my humble opinion👍
the interviewer don't seem to get what he was trying to say.... bottoms up approach... buy a great company with potential at a good price... don't need to focus on things you cannot control...
I'll never invest in china.
Thank you ❤
They got $800b US treasury bond, how much do you have?
it is in his interest to stay bullish
Nothing against Haslinda but they need someone much smarter to interview such a finance heavyweight.
Buffett has sold 30%
More than 50% now. US PE is high. Even include BRK.
Not 30% of his portfolio. Not even close
You have to have interviewers that know at least a bit about markets 🙄
Awkward intensity difference.
you can tell Howard was frustrated in communicating with someone who is totally not of his level or thinking.
Unfortunately the quality of an interview, with the interviewee being one of the most brilliant ones, will only be determined by the quality of the interviewer.
This woman..... is attempting to ride on Oaktree's plan, and make good investments for herself. All those questions, although many are interested to know.... its all more towards her personal interest.
September 2018 rocked my family with the hurricane Florence. To lives and properties displaced we gave $45k. We also gave in 2020 COVID year. The "Treasure Principle" by Randy Alcom helped my giving reason why getting $105k in two months is just evident of God's blessings on my household. God never faltered on his written and spoken promises over my household.
Excuse me for real?, how is that possible I have struggling financially, how was that possible?
The thought of knowing a change is coming just leaves that glimpse of hope. Thank you for this
Kindly let me know more bout this bimonthly thing you just mentioned. Please...
It is the digital market. That's been the secret to this wealth transfer. A lot of folks in the US amd abroad are getting so much from it, God has been good to my household Thank you Jesus
Her top notch guidance and expertise on digital market changed the game for me
Gosh Haslinda is embarassing to watch..
Too much risk. IMO.
Howard is wrong
USD 350 billions is not small
If you look at only stocks then this is more than 50%
These people knows that people will listen even if they talk nonsense
5:39 😬
Cast-offs, bargins: add BRAZIL to the list imo.
Investors, they've already made their money now they're trying to resell you.
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.
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
Wow ya these questions…
Dengan faktor demografi dan jumlah populasi penduduk yang ada bisa disebutnya cukup mendukung untuk hal itu
😂 yeah, China's demographic crunch and ailing stock market? Sure.
Max was here
I can’t decide if Howard Marks is being cautious or just playing it safe. Is this the perfect time to invest in China or are we setting ourselves up for disappointment? 💰🧐
Marks trying to get his exit liquidity. Sure there’s value in their stocks. But their median income plummeted in China so there’s an undecided timeframe of low consumption and weak growth, so the value must be priced accordingly
Interviewer is just looking for soundbites what a poor job she did with the opportunity that was in front of her
Look how is he hesitating. UNITED STATE OF AIPAC. FREE USA from AIPAC.
10:45 amazing dilemma
That smile when he said that. Shows how happy he is just thinking about this.
In today’s volatile global economy, the smartest move anyone can make is diversifying their income streams-especially those not tied to government support. With uncertainties looming, relying on a single source of income is a risk too great to take.
Yes you get out and then forget to get back in. Usually getting out is a mistake
War, pandemic - get out. Was mistakes. Dont know how market will react
Donald Trump's famous quote "If you lose, you destroy them"
He assumes they are "Markets" like those in the West. How st********************!
@3.50 she interrupted Howard's flow.
The massive surge in Bitcoin is catching everyone's attention, yet traditional markets are painting a more complex picture. Stocks are tumbling, bond yields are climbing, and there’s still skepticism about whether the Federal Reserve will truly stick to its plan of hiking interest rates until inflation is tamed. With my $117K stock portfolio in the balance, I’m at a crossroads. Should I liquidate and reposition? What’s the most strategic way to capitalize on this bear market while navigating the uncertainty ahead?
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
How can I get your advisor’s details?
Her name is 'Kenia Giordani Borges’ Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
He is talking nonsence. Reasons to get out in 2019 was yield curve invertion, in 2021 it was the second highest PE in US stock market history and in 2022 was reason to get in because of low PE. Now we have the second highest PE ever and he is hesitant to call stocks overvalued?
Buffet sold far more than 3% of the stocks he owns
LOL is it really a great investment if you can't get it back? Greed never fails to surprise.
Buffet is 30%+ in cash right now …. Several inaccuracies in this mans statements
Why put money into our major adversary’s markets to enrich them and us? Money knows no boundaries? What a greedy and heartless investor. Doesn’t the free world offer enough opportunities?
Investors who are #connoisseurs of Chinese tofu that is. ☝️🧐 🇨🇳
I’m sure it’s very exciting getting to interview a legend but this lady needs to cool the random laughing. It even made Mr. Marks pause, waiting for her to stop giggling. Great info though overall.
The USA stock market is way overpriced.....
Why is she shouting
What's Mariah Carey doing there? 😛
does any1 know why she holds a pen? probably just for showing off
It's for writing mental notes
Valuation, valuation, valuation, oh yes it is always about valuation in investing. Don't confuse trading with investing. Thank you, good bye.
Buffett sold quite a large portion of his stocks. Not 1 or 2 percent.
Marks is always vague about his positioning, giving himself an out. He doesn't name any of his investments
seems like he does not follow buffet at all.
if you read Intelligent Investor foreword there are many ways to be a Grahamite
They could have totally different looking portfolios, but based on the same principles
And they all tend to outperform
What's "quite a large" mean in percentage terms? Be sure to include the companies he owns outright. And already had over $250B in cash before 2024. And he receives billions income and float from those companies.
@@Pizza-gb1ch currently Buffetts Cash-to-book ratio is a little over 30% which is highest since the tech bubble.
Graham wrote about keeping a 90-10 to 75-25 ratio in normal times.
So 67-33 is considered abnormal based on Security Analysis
Buffett has a special situation. He is going to die in a few years. He préparés his succession plan for Tedd and Todd to be free to do what they need to do.
Not to have a huge Apple here that they might have to sell at the wrong time. It is not fair. He just gives them now more assets to manage before tax gets higher and affect companies like Apple.
Comparing yourself to Buffett is missing the whole picture.
I've heard this China story too many times.
Who let this woman host?
Musk may get himself into big trouble.
Howard is one cool customer. The interviewer not so much
Marks refuses to answer nothing, thus interview is so empty and a total waste of time.
Im not sure if she is loud enough cant hear her
The quality of the bloomberg host is terrible.
Зачем нужен сирота людям …закрыто . NYPD cracking down on Venezuelan gangs больше никогда не работой
Haslinda needs to lay off the caffeine..so animated and annoying
This interviewer is abysmal and very uninformed judging by her questions
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.
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with them?
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Carol Vivian Constable” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.