Market is 'very expensive' right now, warns Evercore ISI's Emanuel

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  • Опубликовано: 19 май 2024
  • Julian Emanuel, Evercore ISI senior managing director, joins 'Fast Money' to talk why he is cautious on the markets despite recent record closes.

Комментарии • 92

  • @TonyPow-ec3mr
    @TonyPow-ec3mr Месяц назад +100

    The market is echoing the 2015-16 scenario, poised to reach new heights, but may experience a sideways trend until fed signals rate cut. I recently sold 25% of my portfolio, comprising struggling stocks recommended by certain financial RUclipsrs, which unfortunately took a significant hit.

    • @richarddamien4654
      @richarddamien4654 Месяц назад +9

      not their fault, the stock market seems to be more of a casino for gamblers now than a place for investors. even if you were averaging down on ailing companies, its your duty to properly research, buying the dip does not guarantee a rebound

    • @clementdan9417
      @clementdan9417 Месяц назад +7

      Such uncertainty is the reason I don't base my conviction on rumors or a ''hearsay'' I have my day-to-day investing decisions being guided by an invt-advisor, seeing that their skillset is built around long and short term, both employing profit-oriented strategies and providing hedge against inevitable downtrends, coupled with exclusive analysis, it's near-impossible to not outperform. I've realized over $600k from $235k capital, since late 2019 just before the pandemic to date.

    • @TonyPow-ec3mr
      @TonyPow-ec3mr Месяц назад +5

      Awesome.. Please I would love to know or get in touch with your investment advisor. I could really use such expertise in growing my portfolio now that the entire markets is uncertain

    • @clementdan9417
      @clementdan9417 Месяц назад +6

      There are many advisors to choose from. But I work with monica Mary strigle and we've been working together for years and she's fantastic. You could check her if she meets your requirements. Just research the name. You’d find necessary details to work with

    • @TonyPow-ec3mr
      @TonyPow-ec3mr Месяц назад +5

      i appreciate this share .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. her certifications and credentials are impressive

  • @tonysilke
    @tonysilke Месяц назад +213

    With inflation at 3.70%, I'm looking to enter the market now and ride it out as the economy improves. I'm putting together a $350,000 portfolio with Stocks and ETF's. Do you have any recommendations with solid cash flow?

    • @Dannyholt33
      @Dannyholt33 Месяц назад

      we shouldn't act on every forecast. It is best you speak with a market expert before making any investment decisions.

    • @PatrickLloyd-
      @PatrickLloyd- Месяц назад

      You're right, I and a few Neighbors in Bel Air Area work with an advisor who prefers we DCA across other prospective sectors. Instead of a lump sum purchase, Following this, my portfolio grew 40% in the last quarter.

    • @mikeroper353
      @mikeroper353 Месяц назад

      Hello thanks for replying, I'm curious to give this a try. Please who is your advisor and how do I get in touch?

    • @PatrickLloyd-
      @PatrickLloyd- Месяц назад

      Well, I chose Amber Dawn Brummit as my advisor after her interview on CNBC In 2020. She is SEC regulated with offices in the US and quite frankly a genius with portfolio diversification.

    • @mikeroper353
      @mikeroper353 Месяц назад

      I just found her webpage and read through her educational background and qualifications, which were all very impressive. So I scheduled a call with her.

  • @kortyEdna825
    @kortyEdna825 Месяц назад +83

    The current market/economy is unnecessarily tougher for boomers/senior citizens, I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.

    • @NicholasHarmon-ow3jl
      @NicholasHarmon-ow3jl Месяц назад +3

      Just buy and invest in Gold or other reliable stock , the government has failed us and we cant keep living like this.

    • @brucemichelle5689.
      @brucemichelle5689. Месяц назад +2

      Yes, gold is a great investment and a good bet against the devaluating dollar, been holding some for awhile now, I’m grateful my adviser’s moment by moment changes in the market are lightening quick, cos who know how much losses I would’ve had by now.

    • @foden700
      @foden700 Месяц назад +2

      I envy you, I’m still trying to recover from losses I incurred in 2021/2022, who is this investment adviser you work with, I’m intrigued and I could use some quality guidance

    • @brucemichelle5689.
      @brucemichelle5689. Месяц назад +1

      My CFA ‘’Colleen Rose Mccaffery’’ , 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.

    • @foden700
      @foden700 Месяц назад +1

      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.

  • @VansusVie
    @VansusVie Месяц назад +149

    I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next Nvidia in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.

    • @Fahima9Tazin
      @Fahima9Tazin Месяц назад

      I think the next big thing will be A.I. For enduring growth akin to Nvidia, 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.

    • @jonathanolulu1948
      @jonathanolulu1948 Месяц назад

      Facing a similar situation, I sought advice from an CFP. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.

    • @SteveKalfman-yv7co
      @SteveKalfman-yv7co Месяц назад

      Your CFP must be really good, I hope it's okay to inquire if you're still collaborating with the same CFP and how I can get in touch with them?

    • @jonathanolulu1948
      @jonathanolulu1948 Месяц назад

      She goes by ‘’Vivian Jean Wilhelm’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

    • @SteveKalfman-yv7co
      @SteveKalfman-yv7co Месяц назад

      Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call.

  • @AmithKaury
    @AmithKaury Месяц назад +61

    I would have to agree with his assessment about the market right now. You know, i recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?

    • @GaryNicka
      @GaryNicka Месяц назад +1

      Just ''buy the dip'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.

    • @MickyGlover
      @MickyGlover Месяц назад +2

      The truth is that this is really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy. My friend just pulled in more than $84k last month alone from his investment with his advisor. That is how people are able to make such huge profits in the market.

    • @Jamesjerome0
      @Jamesjerome0 Месяц назад

      nice! once you hit a big milestone, the next comes easier.. who is your advisor please, if you don't mind me asking?

    • @MickyGlover
      @MickyGlover Месяц назад +2

      MICHELE KATHERINE SINGH is a hot topic even among financial elitist . Just browse, you’d find her, thank me later.

    • @Jamesjerome0
      @Jamesjerome0 Месяц назад +1

      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

  • @MarcusHalberstram1231
    @MarcusHalberstram1231 Месяц назад +34

    I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Victoria Wiezorek.

    • @AndrewGreenwood4432
      @AndrewGreenwood4432 Месяц назад

      Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.

    • @Peterglasscock217
      @Peterglasscock217 Месяц назад

      She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.

    • @Susegeissler9
      @Susegeissler9 Месяц назад

      You trade with Victoria Wiezorek too? Wow that woman has been a blessing to me and my family.

    • @EvelynWilliams34
      @EvelynWilliams34 Месяц назад

      I'm new at this, please how can I reach her?

    • @Edwardmuscare1211
      @Edwardmuscare1211 Месяц назад

      I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much

  • @sumitomoO0O
    @sumitomoO0O Месяц назад +8

    23 P/E is too cheap, the new normal should be 85 P/E for overall market so that bubble becomes super mega nova bubble

  • @michaellaw321
    @michaellaw321 День назад +5

    I recently sold some of my Nvidia stocks to secure profits, but I'm retaining a portion for the long term, its growth potential is robust. I'm also considering diversifying my $400K stock portfolio, but I'm uncertain about managing risks in my next move.

    • @JosephMartin7226
      @JosephMartin7226 День назад

      When diversifying, spread investments across sectors and assets to lower risks. Research and consult a financial advisor for aligned decisions.

    • @YearousMona
      @YearousMona День назад

      Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future.

    • @kristianmyers53
      @kristianmyers53 День назад

      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

    • @YearousMona
      @YearousMona День назад

      Vivian Carol Gioia is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @kristianmyers53
      @kristianmyers53 День назад

      Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance

  • @pjdava
    @pjdava Месяц назад +2

    CNBC Television, Yay! I liked this video so much, it made me smile!

  • @JoelK.Willoughby
    @JoelK.Willoughby Месяц назад +5

    Great stream as always. I appreciate your level headed approach to the news and the markets. A lot has changed, and that applies to everything,
    but the truth is I don't even care about bull or bear markets anymore because Emily claire has hedged me while I'm content with $5,000 a week.❤

    • @user-rg2yr2ec1k
      @user-rg2yr2ec1k Месяц назад

      I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from a huge financial debt with just a small investment thank you Emily claire

    • @ZacharyJ.Horwitz
      @ZacharyJ.Horwitz Месяц назад

      Wow I'm a bit perplexed seeing her been mentioned here also didn't know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super

    • @GeraldS.Taylor-sq4wp
      @GeraldS.Taylor-sq4wp Месяц назад

      She is my family personnel Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United states.

    • @AnnaA.Newman
      @AnnaA.Newman Месяц назад

      You trade with Emily claire too? Wow that's woman has been a blessing to me and my family

    • @shiela11111
      @shiela11111 Месяц назад

      I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much

  • @babakd9892
    @babakd9892 Месяц назад +10

    Be greedy when Julian is fearful

  • @garybalatennis
    @garybalatennis Месяц назад +1

    Unless the market is down 20%, they always say “it’s too expensive.” A BMW is too expensive too, for anyone unable or unwilling to buy. Meantime, let me ride off in my BMW.

  • @Wraith222
    @Wraith222 Месяц назад +1

    Thank goodness for Guys like this and Greg from Veritas and Steve Weiss.They keep waiting for that train to Come back Around.Meanwhile I'll just keep Shoveling in those gains.Thanks to Tom Lee! The man with the Hair.

  • @ryann8348
    @ryann8348 Месяц назад +8

    Small caps still cheap

    • @unick2011
      @unick2011 Месяц назад

      Its "expensive" when they sell, and "cheap" when THEY buy.

    • @SamTenkan
      @SamTenkan Месяц назад +1

      ​@@unick2011 Almost right. Actually it's expensive after they sold and cheap after they bought 😅

  • @illegalsmirf
    @illegalsmirf Месяц назад +3

    Still sitting out on the massive rally, Julien?

  • @martinmorris1197
    @martinmorris1197 Месяц назад +1

    My man Julian they not convince you invest AMC or game stock. Come to San Bernardino Redlands ca 4 large warehouse shutdown more layoffs coming, school district layoffs, la county almost billion in debt.

  • @keto6789
    @keto6789 Месяц назад +1

    He's been saying that for 10 years .....

  • @jbranche8024
    @jbranche8024 Месяц назад

    3:23 Amazing according to VOO and SPY S&P 500 ETFs NVDA is 5% of index. This would be similar for any index with a strong company being 5% of the % of total portfolio. Any movement by X NVDA would heavily influence direction

  • @MatthewMS.
    @MatthewMS. Месяц назад

    3:11 up. It’s literally Nvidia. Get with the program. 🇺🇸📈

  • @Ma-sb4kc
    @Ma-sb4kc Месяц назад

    Retail investors are going to chicken out when sh*t does finally hit the fan and it is going to be ugly 🙈

  • @RobotRon_2084
    @RobotRon_2084 Месяц назад

    Market is over priced... Meanwhile Sofi at lows after being profitable and beating earnings. Mara no where near highs while Bitcoin is flying. Nio bottoming out while deliveries are ramping.

  • @kyungshim6483
    @kyungshim6483 Месяц назад +4

    It's all fear mongering. Don't listen to this guy. Keep buying and accumulating. Buy, hold and prosper.

  • @MillennialRescueOrg
    @MillennialRescueOrg Месяц назад

    Looking for a 15-20% realization.

  • @davidtothemax1
    @davidtothemax1 Месяц назад +2

    this guy has puts

    • @christoffers1686
      @christoffers1686 Месяц назад

      Yes, and all his friends. They had stock moe a few days ago😂 jokers

  • @celestial_sphere3
    @celestial_sphere3 Месяц назад

    When the market is down these talking heads keep saying it'll keep going lower and when the market is high it's 'very expensive' - if you actually took what they tell you to heart you'd never buy out of fear and miss out on the gains

  • @RobotRon_2084
    @RobotRon_2084 Месяц назад

    Idk sure seems like stocks need to be quite a bit higher to keep up with inflation.

  • @jpvanessche3185
    @jpvanessche3185 Месяц назад

    The risk to reward here is very neutral to down. VIX is super low

  • @erbterb
    @erbterb Месяц назад

    Why would nvidia dictate the market? What does it have to do with oil demand, wheat sown etcetera? If someone have connected their trading bot for the entire market to nvidias report they should be fired.
    Yet here it is argued that this report should dictate the whole market.
    It could however be an excuse to pin peoples attention on, as a way to reduce vigilance and manipulate.

  • @livetolearn2022
    @livetolearn2022 Месяц назад +1

    Today is Tom Lee day

  • @Chryeon
    @Chryeon Месяц назад

    It's the small caps play for me , fsrn & ffie is going to the moon 😂😂😂

  • @andrewmitchell7592
    @andrewmitchell7592 Месяц назад

    Goldilocks always gets too greedy but ends up being killed ugliest in the old fashion tale.

  • @CaribouSamurai
    @CaribouSamurai Месяц назад

    These guys always try to rationalize an irrational market. Meanwhile missing out on all the gains while they wait for the drop. This is not your grandfather's market. Adapt or die.

  • @RajDeelish
    @RajDeelish Месяц назад

    Julian missed some more gains today.

  • @Echophone2046
    @Echophone2046 Месяц назад +1

    Perma 🐻😂

  • @crispyduck1706
    @crispyduck1706 Месяц назад +1

    Another doomster making an over inflated salary on being right once every few years

  • @faizan14
    @faizan14 Месяц назад +3

    This firm and this guy is a clown..all bears on cnbc are clowns

  • @vinz300000
    @vinz300000 Месяц назад +2

    This guy is an amateur. He has still not understood that the markets and the 3 indices are going up because the dollar is dying very quickly. This is a melt-up, wake up trad-fi, the dollar is finished. S&P will soon be at 6k, the dollar's death will make sure of that, everything is ripping up, look at commodities ripping while currencies are just becoming dust and losing their purchasing power weekly

    • @dehaka3764
      @dehaka3764 Месяц назад +3

      lol its nothing to do with dollar, look at the p/e vs bond yields. most expensive market IN HISTORY

    • @Marques127
      @Marques127 Месяц назад

      its cute how smart you think you are

  • @ibrahimseth8646
    @ibrahimseth8646 Месяц назад

    Cumulative investing.
    Monthly=1B
    1 Year=12B
    30 Year=360B(360 Month)
    Yield(Average)=8%
    Yield(30 Year)=360B*1.08^30
    Yield(30 Year)=3,600B=A
    If Yield=8% Payout=3,600B
    If Yield=10% Payout=6,280B
    If Yield=12% Payout=10,780B
    If Yield=15% Payout=23,830B
    Loan=360B Yield=5% Year=30
    Loan(30 Year)=360B*1.05^30
    Loan(30 Year)=1,560B
    Payout(30 Year)=3,600B=A
    {
    Loan(30 Year)=1,560B
    Balance(30 Year)=2,040B
    }
    Balance(30 Year)=2,040B
    Debt=? Yield=5% Year=30
    Debt=2,040B/1.05^30
    Debt=472B
    Thank you.

  • @Chryeon
    @Chryeon Месяц назад

    It's the small caps play for me , fsrn & ffie is going to the moon 😂😂😂