I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
The current market might give opportunities to maximize profit, but in order to execute such effective transactions, you must be a pro or better still work with an investment advisor
The truth is, the role of an investment advisor can often be overlooked but should never be underestimated. After facing a significant portfolio loss in 2020 during the COVID pandemic while trying to manage my investments on my own, I decided to reach out to an investment advisor. At that time, I had about $126K left in my portfolio. Now, without having to lift a finger, I'm semi-retired, working only 7.5 hours a week, and I'm just 15% short of my $1 million retirement goal thanks to my subsequent investments.
My CFA is Laurel Ann Watkins, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
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
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.
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.
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.
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.
I'm not so new to investing, and l've lost over $80K trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations on investments you have.
I for one believe diversification plays a major role as regards getting positive results off the fin market, if you financial knowledge is lacking, you'd want to see an FA.
You know in my opinion it was much more easier investing in the 70s, it's quite a lot trickier now, those making positive returns are professionals, reason I've been working with my adviser and broker over a year now, building my portfolio in preparation for an early retirement.
Since getting with Amelia S Woledge, my 100k initial has grown 6 times the initial, I see and understand the fin market is not gamble or game of luck, adequate technical know how is more than required for positive returns.
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.
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.
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?
I believe investors should focus on under-the-radar stocks, especially given the present rollercoaster nature of the stock market. 35% of my $270,000 portfolio consists of collapsing stocks that were previously respected, and I don't know where to go from here.
To tackle investment risks, the safest approach is to diversify across various asset classes, such as bonds, real estate, and international stocks, to minimize the impact of a market meltdown. Seeking expert guidance is essential.
Many people underestimate the value of advisers until they experience burnout. After a challenging divorce a few summers ago, I sought out a highly qualified licensed advisor. Her guidance has been invaluable in keeping my company afloat and thriving, despite inflation.
how can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your succedss??
'Carol Vivian Constable, a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
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.
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?
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.
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.
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.
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? 💰🧐
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
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.
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.
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.
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
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
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...
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
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?
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?
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.
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.
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
The current market might give opportunities to maximize profit, but in order to execute such effective transactions, you must be a pro or better still work with an investment advisor
The truth is, the role of an investment advisor can often be overlooked but should never be underestimated. After facing a significant portfolio loss in 2020 during the COVID pandemic while trying to manage my investments on my own, I decided to reach out to an investment advisor. At that time, I had about $126K left in my portfolio. Now, without having to lift a finger, I'm semi-retired, working only 7.5 hours a week, and I'm just 15% short of my $1 million retirement goal thanks to my subsequent investments.
This is incredible. Could you recommend who you work with? I really could use some help at this moment.
My CFA is Laurel Ann Watkins, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
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
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.
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
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.
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
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.
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.
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.
I'm not so new to investing, and l've lost over $80K trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations on investments you have.
I for one believe diversification plays a major role as regards getting positive results off the fin market, if you financial knowledge is lacking, you'd want to see an FA.
You know in my opinion it was much more easier investing in the 70s, it's quite a lot trickier now, those making positive returns are professionals, reason I've been working with my adviser and broker over a year now, building my portfolio in preparation for an early retirement.
Do you mind saying a little bit more on adviser, if you've been in it over a year I don't mind doing my due diligence
Since getting with Amelia S Woledge, my 100k initial has grown 6 times the initial, I see and understand the fin market is not gamble or game of luck, adequate technical know how is more than required for positive returns.
You've done good leaving her name here, I looked it up on google and I'm super blown by her credentials, I'd definitely trust someone like her.
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.
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.
I love this guy !
He is my father. 😅 financially wise
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?
His job looks incredibly easy from where I'm sitting 😂 Always interested to hear Marks' remarks!
I could listen to Howard all day . He always says the same things over and over again .
And then contracts himself
Howard es un hombre muy sabio porque es muy cuidadoso con lo que dice al responder a las preguntas.
this man is 78 years old! amazing
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]
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
I believe investors should focus on under-the-radar stocks, especially given the present rollercoaster nature of the stock market. 35% of my $270,000 portfolio consists of collapsing stocks that were previously respected, and I don't know where to go from here.
To tackle investment risks, the safest approach is to diversify across various asset classes, such as bonds, real estate, and international stocks, to minimize the impact of a market meltdown. Seeking expert guidance is essential.
Many people underestimate the value of advisers until they experience burnout. After a challenging divorce a few summers ago, I sought out a highly qualified licensed advisor. Her guidance has been invaluable in keeping my company afloat and thriving, despite inflation.
how can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your succedss??
'Carol Vivian Constable, a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
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.
Masterclass from Howard indeed ❤
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
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?
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?😂
Marks at its best! :)
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
Alibaba a good buy?
Wrong interviewer to suit Howard's style
Russian assets were also bargains in January of 2022
congratulations
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?
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.
10:45 amazing dilemma
That smile when he said that. Shows how happy he is just thinking about this.
Howard Marks is one of my favorite Jews
Howard calling bs on the host time after time is awesome
Wait for the tariffs to hit, in a couple of years you will get the real bottom..
The host behaved like a video game NPC, asking questions that didn't quite match the conversation. I think she was nervous.
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.
the hostess was like 'please please PLEASE give me a juicy quote,' and marks was like 'nah.'
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.
I'll never invest in china.
Thank you ❤
They got $800b US treasury bond, how much do you have?
Buffett has sold 30%
More than 50% now. US PE is high. Even include BRK.
Not 30% of his portfolio. Not even close
Very insightful interview .
it is in his interest to stay bullish
Mark is genius in my humble opinion👍
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.
Nothing against Haslinda but they need someone much smarter to interview such a finance heavyweight.
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? 💰🧐
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
Awkward intensity difference.
you can tell Howard was frustrated in communicating with someone who is totally not of his level or thinking.
5:39 😬
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.
Interviewer is funny. Resume is blank, you're hired
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.
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.
Buffett has 30% portfolio in cash. That's not a small amount, at all.
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.
Too much risk. IMO.
Cast-offs, bargins: add BRAZIL to the list imo.
Investors, they've already made their money now they're trying to resell you.
Look how is he hesitating. UNITED STATE OF AIPAC. FREE USA from AIPAC.
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
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
Wow ya these questions…
LOL is it really a great investment if you can't get it back? Greed never fails to surprise.
Max was here
Donald Trump's famous quote "If you lose, you destroy them"
Investors who are #connoisseurs of Chinese tofu that is. ☝️🧐 🇨🇳
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...
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
Buffet sold far more than 3% of the stocks he owns
Why is she shouting
You have to have interviewers that know at least a bit about markets 🙄
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?
@3.50 she interrupted Howard's flow.
Valuation, valuation, valuation, oh yes it is always about valuation in investing. Don't confuse trading with investing. Thank you, good bye.
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?
He assumes they are "Markets" like those in the West. How st********************!
Buffet is 30%+ in cash right now …. Several inaccuracies in this mans statements
The USA stock market is way overpriced.....
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.
Gosh Haslinda is embarassing to watch..
Musk may get himself into big trouble.
Interviewer is just looking for soundbites what a poor job she did with the opportunity that was in front of her
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.
Howard is one cool customer. The interviewer not so much
I've heard this China story too many times.
Зачем нужен сирота людям …закрыто . NYPD cracking down on Venezuelan gangs больше никогда не работой
does any1 know why she holds a pen? probably just for showing off
It's for writing mental notes
Naive
China uninvestible. Definition of fool's gold.
yeah the largest economy on PPP and does business in every corner of the world, growing at 5+% is fools gold. lol
They actually were selling fake gold recently.
@@AbdulRehman-fn4nkI hope you invest everything you own over there. 😂
@@rebeccaaldrich3396 yup I have decent exposure like most large hedge funds
Haslinda needs to lay off the caffeine..so animated and annoying
Poor host
The interviewer has too much energy.
the interviewer is terrible, that laugh is ridiculous
Who let this woman host?
The quality of the bloomberg host is terrible.
Im not sure if she is loud enough cant hear her