Why Warren Buffett Is Raising Cash: Market 'Euphoria' In Final Stage | Bill Smead

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  • Опубликовано: 30 сен 2024

Комментарии • 464

  • @TheDavidLinReport
    @TheDavidLinReport  4 месяца назад +10

    Brain.fm is the best focus music I’ve ever tried - get 30 days free here: brain.fm/davidlin
    Are we in the late stages of market euphoria? Comment below on what you think will happen next, and don't forget to subscribe!
    FOLLOW SMEAD CAPITAL:
    Website: smeadcap.com/
    Twitter (@SmeadCap): twitter.com/SmeadCap

    • @user-bv4px3rt8k
      @user-bv4px3rt8k 4 месяца назад

      You could listen a bit more bro

    • @Lukky_Luke
      @Lukky_Luke 4 месяца назад

      Buffets holding of cash: 2017: 116 Billion
      2018: 112 billion
      2019: 128 billion
      2020: 138 billion
      2021: 147 billion
      2022: 128,5 billion
      2023: 168 billion
      2024: 200 billion and now this is a big story, why??

    • @JohnBarrie-he1cm
      @JohnBarrie-he1cm 2 месяца назад

      455😢I

  • @roberttheodoregeorge
    @roberttheodoregeorge 3 месяца назад +641

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

    • @SaintYvess
      @SaintYvess 3 месяца назад +2

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

    • @biankabrodeur01
      @biankabrodeur01 3 месяца назад +2

      Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfolio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay financially secure for over five years, yielding nearly $1M in returns on investments.

    • @hullbruce
      @hullbruce 3 месяца назад +1

      That's incredible! What did you invest in? I'm really interested in this, because I'm in a similar position at the moment. more info needed please

    • @biankabrodeur01
      @biankabrodeur01 3 месяца назад +2

      ’Melissa Jean Taligdan’ is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @hullbruce
      @hullbruce 3 месяца назад +1

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

  • @kealgu
    @kealgu 4 месяца назад +26

    Bill is a superstar. His fund SMVLX has a 14 year Cagr of 14.90%. Inflation adjusted cagr is 11.97%!

    • @matsutendai
      @matsutendai 4 месяца назад

      So average

    • @kealgu
      @kealgu 4 месяца назад +1

      @@matsutendai Destroys the S&P 500 in that time frame.

    • @matsutendai
      @matsutendai 4 месяца назад

      @@kealgu it’s barely higher so “destroy “ is objectively false plus my mutual fund got higher returns lol

    • @kealgu
      @kealgu 4 месяца назад +4

      @matsutendai 1 million invested over the 14 years SMVLX made over 8.4 million, The S&P 500 7.3 million. Let me do the math for you, that is over 1 million dollars. I am sure that's chump change for you. Lol!

    • @matsutendai
      @matsutendai 4 месяца назад

      @@kealgu cool so we agree it didn’t destroy the S&Ps returns, both examples you gave are very close to just buying the index.

  • @petercornwell5880
    @petercornwell5880 3 месяца назад

    This guy literally didn’t mention greedflation once!! Blame the workers getting a living wage, not the unprecedented price gouging, gotta keep quiet about that!

  • @TJBaruch
    @TJBaruch 4 месяца назад

    Why interview this guy?

  • @LukeT-
    @LukeT- 4 месяца назад

    Love it

  • @galacticfedoflight
    @galacticfedoflight 4 месяца назад

    I agree

  • @DonaldMark-ne7se
    @DonaldMark-ne7se 3 месяца назад +855

    Great video, I've been interested in investing ever since I came across articles of people making up to $150,000 and more in this period, thanks for the video but is it really possible for a retail investor to achieve this in months?

    • @kevinmarten
      @kevinmarten 3 месяца назад +1

      I've purchased numerous stocks in individual firms. Because there are so many stocks that will skyrocket in the long run, it is currently safe to buy in on ETF and ride it out. Due to fud, I sold out early, but then retraced my ways and re-invested $350,000 with a financial advisor who manages my account. I received an 82% return last year and will see where it goes this year.

    • @Jamessmith-12
      @Jamessmith-12 3 месяца назад

      that's quite impressive, you surely made a good bit of money. I myself invested in warren's BRK-A stock quite pricey but totally worth it.

    • @JacquelinePerrira
      @JacquelinePerrira 3 месяца назад

      I just started a few months back, I'm going for long term, I'm still trying to wrap my head around it, who’s this advisor you work with ?

    • @Jamessmith-12
      @Jamessmith-12 3 месяца назад

      'Carol Vivian Constable’is the coach that guides me. She’s a verified coach and she helped me see that returns can be made in both bull and bear markets. She covers things like investing, insurance, making sure retirement is well funded and looking at ways to have a volatility buffer for investment risk, lots of things like that.

    • @Jamessmith-12
      @Jamessmith-12 3 месяца назад

      '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.

  • @sarawilliam696
    @sarawilliam696 4 месяца назад +515

    Taking early notes from Warren as to the importance of sound asset diversification and risk management It can't be overstated. I've been trying to grow my portfolio for sometime now and it’s been stagnant, I would greatly appreciate any other suggestions.

    • @foden700
      @foden700 4 месяца назад +2

      The market has gone berserk! irrespective of experience level, everyone needs a sort of coach at some point to thrive forward.

    • @Pamela.jess.245
      @Pamela.jess.245 4 месяца назад +1

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

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io 4 месяца назад +1

      How may I contact your licensed advisor as my portfolio is dwindling?

    • @Pamela.jess.245
      @Pamela.jess.245 4 месяца назад +1

      Marisa Michelle Litwinsky’’ is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io 4 месяца назад

      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.

  • @CarlShanklin
    @CarlShanklin 2 месяца назад +1896

    Dividend investing is most effective when approached with a long-term perspective. While dividends can provide immediate income, the true power lies in the compounding effect over many years. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

    • @NatalieFormor
      @NatalieFormor 2 месяца назад

      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

    • @LaurenFeller-dd7uf
      @LaurenFeller-dd7uf 2 месяца назад

      impressive gains! how can I get your advlsor please, if you dont mind me asking? I could really use a help as of now

    • @NatalieFormor
      @NatalieFormor 2 месяца назад

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

    • @michaeldavid6040
      @michaeldavid6040 2 месяца назад

      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.

  • @Raymondcraw1967RaymondCrawley
    @Raymondcraw1967RaymondCrawley 4 месяца назад +414

    My strategy has always been to invest half of my income in the stock market at the beginning of each month. The second part of my strategy is not to sell for at least 5 years, but recently my portfolio has suffered major decline about $150k in losses. What can I do please?

    • @FaithAndrada-xo9ou
      @FaithAndrada-xo9ou 4 месяца назад +3

      Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. which may reduce your dividend gains or income, speaking to a certified market strategist can help with pointers

    • @BrewerVera
      @BrewerVera 4 месяца назад +1

      Agreed. It's always wise to be proactive and consider diversifying our investments to manage risks in uncertain economic times. I delegate my day-to-day investing to an advisor ever since suffering a major steep-down late 2019, amid rona-outbreak, and as of today, I'm semi-retired with barely 25% short of my $1m retirement goal after subsequent investments

    • @AndersonFair-cy2bb
      @AndersonFair-cy2bb 4 месяца назад +2

      my partner’s been considering going the same route, could you share more info please on the advisor that guided you to such impressive gains

    • @BrewerVera
      @BrewerVera 4 месяца назад +7

      “Rachel Sarah Parrish” is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @AndersonFair-cy2bb
      @AndersonFair-cy2bb 4 месяца назад +2

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

  • @Theresaa12
    @Theresaa12 3 месяца назад +122

    For me, I'm mostly in cash and waiting for this market to re-level on the reality of our situation. Or are there any ways I can avoid a crunch and maximize my savings of $350k?

    • @RickWatson-xu6gw
      @RickWatson-xu6gw 3 месяца назад +5

      from study, 90% of the time in an election year, the stock market stays positive for quite a long time. 2024 shouldn't be an exemption, but it is better to be guided, ideally by a well experienced and licensed advisor

    • @benitabussell5053
      @benitabussell5053 3 месяца назад +4

      Its obvious that even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.

    • @Armstrong741
      @Armstrong741 3 месяца назад +4

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

    • @benitabussell5053
      @benitabussell5053 3 месяца назад +3

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

    • @Debbie.Burton
      @Debbie.Burton 3 месяца назад +1

      Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.

  • @angeladeem2988
    @angeladeem2988 3 месяца назад +724

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

    • @ClaudiaSchreiber-b1p
      @ClaudiaSchreiber-b1p 3 месяца назад

      I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

    • @IsabelleMarie-m1g
      @IsabelleMarie-m1g 3 месяца назад

      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

    • @IsabelleMarie-m1g
      @IsabelleMarie-m1g 3 месяца назад

      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.

    • @SloanJane-xp4kr
      @SloanJane-xp4kr 3 месяца назад

      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.

  • @Sampson-jh7yq
    @Sampson-jh7yq 3 месяца назад +639

    My strategy has always been to invest 25% of my income in the stock market at the beginning of each month. The second part of my strategy is not to sell for at least 5 years, but recently my portfolio has suffered major decline about $150k in losses. What can I do please?

    • @CrystalJoy-32
      @CrystalJoy-32 3 месяца назад +4

      Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. which may reduce your dividend gains or income, speaking to a certified market strategist can help with pointers

    • @alicegomez7232
      @alicegomez7232 3 месяца назад +3

      Agreed. It's always wise to be proactive and consider diversifying our investments to manage risks in uncertain economic times. I delegate my day-to-day investing to an advisor ever since suffering a major steep-down late 2019, amid corona-outbreak, and as of today, I'm semi-retired with barely 25% short of my $1m retirement goal after subsequent investments

    • @DennisJack-km8ho
      @DennisJack-km8ho 3 месяца назад +3

      Please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch if you don't mind

    • @alicegomez7232
      @alicegomez7232 3 месяца назад +2

      There are many independent advisors to choose from. But I work with Monica Shawn Marti and we've been working together for almost four years and she's fantastic. You could pursue her if she meets your requirements. I agree with her.

    • @FrankPatrick-no8zo
      @FrankPatrick-no8zo 3 месяца назад +1

      I really appreciate your useful advice. I was able to set up a call with her and confirm her identity. She seems incredibly knowledgeable, and I appreciate your advice so much.

  • @Jamesjerome0
    @Jamesjerome0 4 месяца назад +516

    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 and first half of this year 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 4 месяца 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.

    • @Kaustavpatell
      @Kaustavpatell 4 месяца назад +1

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

    • @Kaustavpatell
      @Kaustavpatell 4 месяца назад

      Thank you! I entered her full name into my browser, and her website came out on top. I filled her form and i hope she gets back to me soon.

    • @dustinmetz8202
      @dustinmetz8202 4 месяца назад

      Take advantage of the fed funds rate by buying 1 month t-bills...

  • @userjoe4321
    @userjoe4321 4 месяца назад +83

    A generation of new investors is going to learn the hard way.

  • @petergodfrey4783
    @petergodfrey4783 4 месяца назад +23

    Starbucks bigger issue is their pricing. They raised prices again this past week. Paid almost $4 for a grande hot tea. I’ll still go there periodically but not like i’ve done in the past. If you bought daily, that’s $1,400 a year give or take. That’s more than I’m willing to spend. I can buy a good size box of tea for $8. Just crazy. Convenience is only worth so much.

    • @miltonm9030
      @miltonm9030 4 месяца назад +2

      That’s why I get my Senior coffee at Mcdonalds! $1. I used to buy a tall americano. After they increased price to $3, I said hell no 👎

    • @ivancho5854
      @ivancho5854 4 месяца назад +4

      Yea, but it seems to me that no one under 30 knows anymore how to brew a pot of coffee! ☕ 😐

    • @Wellokthen
      @Wellokthen 3 месяца назад +2

      Starbucks isn’t very convenient anyway, the wait is getting longer and longer it seems 🤷🏾‍♂️

    • @ivancho5854
      @ivancho5854 3 месяца назад +1

      @@Wellokthen True. Fast food isn't fast anywhere now because delivery services are always prioritised. 👎

  • @Divocklindsay
    @Divocklindsay 4 месяца назад +14

    Glory to God Almighty❤,So much happiness, $47k weekly returns has been life changing. AWESOME GOD I now have a house and can now afford anything for my family even with my Retirement..

    • @RitaSarsh2452
      @RitaSarsh2452 4 месяца назад

      Hello how do you make such weekly?? I'm a born Christian and sometimes I feel so down of myself because of low finance but I still believe in God.

    • @Divocklindsay
      @Divocklindsay 4 месяца назад

      All thanks to Franca Wellis, I really appreciate her efforts and transparency

    • @Divocklindsay
      @Divocklindsay 4 месяца назад

      I remember giving her my first savings $20000 and she opened a brokerage account for me it turned out to be the best thing that ever happened to me.

    • @MargaretLambert3255
      @MargaretLambert3255 4 месяца назад

      This is a definition of God's unending provisions for his people. God remains faithful to his words. I receive this for my household🙏🙏

    • @Jamesharrison77597
      @Jamesharrison77597 4 месяца назад

      YES!!! That's exactly her name (Franca Wellis ) so many people have recommended highly about her and am just starting with her from Brisbane Australia.

  • @tlee7653
    @tlee7653 4 месяца назад +33

    David, I’m to the point where a miss very few of your excellent interviews. And they’re getting better. This one is one of the best.

    • @sharktoothdiver
      @sharktoothdiver 4 месяца назад +3

      I have to agree as I was thinking the same thing. I was laughing as well and hitting pause and going back to listen again so many times during the interview. Lots of good interviews, but this one was the best. This guy has some history and will probably be right on his predictions. I love these seasoned guys who have lived through several bear markets.

    • @CliftonHicksbanjo
      @CliftonHicksbanjo 2 месяца назад

      Yes this was a good one.

  • @jetflyresq
    @jetflyresq 4 месяца назад +36

    Bill Smead is always one of the best guests to interview. Fascinating.

    • @huwhitecavebeast1972
      @huwhitecavebeast1972 4 месяца назад

      Except he is quite wrong about the sea lions. He should just stick to economics.

    • @gianfrancobergagna4024
      @gianfrancobergagna4024 4 месяца назад

      Also today there are very good company undervalued li INTEL for example!

  • @Turner_p
    @Turner_p 2 месяца назад +6

    I'm 57 years old. I honestly hope I live long enough to see the younger generations change this crappy system we live under. I might not live long enough to enjoy a world where people don't have to suffer and starve and work themselves to death, but I would love to be around long enough to see that world come into existence.

    • @ThompsonWhite-h6
      @ThompsonWhite-h6 2 месяца назад +1

      Truth, the suffering and stress caused by capitalism is just sad, life is so short, we’re allowing man to torture man…

    • @Pat_laura22
      @Pat_laura22 2 месяца назад +1

      The U.S. population simply does not understand where and how they have been so screwed..It’s getting depressing. I have about $700k in emergency fund and I have been seeing good news about the stock market and would like to gain from that since I can’t let my savings be corroded by inflation. What stocks should I invest into as a newbie to safely grow my money.

    • @geraldhoward6351
      @geraldhoward6351 2 месяца назад +1

      In my opinion, now is not the moment to rely on hearsay. Every individual, regardless of their level of experience as an investor OR in a financial market, requires guidance at some stage.

    • @Mary_st12
      @Mary_st12 2 месяца назад +1

      That's really great. I've tried doing some research myself to hire a financial advisor, but it's really overwhelming. Could you recommend who you work with please?

    • @geraldhoward6351
      @geraldhoward6351 2 месяца назад +1

      Iynne Marie Stella has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend you look her up if you want excellent collaboration.

  • @JohnLim-xu3gr
    @JohnLim-xu3gr 3 месяца назад +5

    Our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.

    • @KcZyro
      @KcZyro 3 месяца назад

      People believe their currency has the worth it does because they have no other option. Even in a hyperinflationary environment, individuals must continue to use their hyperinflationary currency since they likely have minimal access to other currencies or gold/silver coins.

    • @KbcFoundation-un3re
      @KbcFoundation-un3re 3 месяца назад

      Inflation is gradually going to become part of us and due to that fact any money you keep in cash or in a low-interest account declines in value each year. Investing is the only way to make your money grow and unless you have an exceptionally high income, investing is the only way most people will ever have enough money to retire.

    • @OkehAgathaOluchi
      @OkehAgathaOluchi 3 месяца назад

      How can i get started when it comes to investing and passive income?

    • @KbcFoundation-un3re
      @KbcFoundation-un3re 3 месяца назад

      WHITNEY KAY STACY you can read up on her, she's quite known and her works speaks for itself.

    • @OkehAgathaOluchi
      @OkehAgathaOluchi 3 месяца назад

      Thank you so much! I found her webpage and left a message. Hopefully, she responds

  • @Resmith18SR
    @Resmith18SR 4 месяца назад +19

    Charlie Munger says short the NASDAQ and the S&P 500 from the Other Side. 😂

    • @rapatel1642
      @rapatel1642 4 месяца назад

      What do u mean by short? Do u mean cash out or bet it's going to fall or both?

    • @littleredhen3354
      @littleredhen3354 4 месяца назад

      ​@@rapatel1642Short means bet against.

    • @michaelweissmullery4949
      @michaelweissmullery4949 4 месяца назад

      Charlie doesn’t say anything. He’s dead

    • @Resmith18SR
      @Resmith18SR 4 месяца назад

      @@michaelweissmullery4949 I said from the Other Side.

    • @Dan16673
      @Dan16673 2 месяца назад

      ​@@michaelweissmullery4949lol true

  • @louis20122
    @louis20122 4 месяца назад +48

    Here we go again. Crash of the lifetime over and over again.

    • @tiger_would4419
      @tiger_would4419 4 месяца назад +3

      Buy silver and and water filtration before it’s too late

    • @MM-qv5lf
      @MM-qv5lf 4 месяца назад +5

      Just another psychic, some psychics say crash is coming, others say major bull market.

    • @jackinsonpablanes760
      @jackinsonpablanes760 4 месяца назад

      @@tiger_would4419 lol, we all use water filtration daily already, who drinks tap water? 😂🤣

    • @calebfromcanada
      @calebfromcanada 4 месяца назад +2

      Quantitative easing's a hell of a drug!

    • @michaeljacobs4546
      @michaeljacobs4546 4 месяца назад +3

      Yeh but what if he is right???

  • @25Soupy
    @25Soupy 4 месяца назад +16

    I was going to mention coca-cola. in 1998 it was $43 at its high and didn't hit $43 again until 2016. That's 18 years to get to all time highs again.

    • @kauaifishing1365
      @kauaifishing1365 4 месяца назад +7

      Microsoft took 14 years between 2000-2014

    • @boggy7665
      @boggy7665 4 месяца назад +2

      Did they pay dividends? That's worth something.

    • @ivancho5854
      @ivancho5854 4 месяца назад

      ​@@boggy7665 In a flat market dividends are fantastically important.

    • @yellaboymike561
      @yellaboymike561 4 месяца назад

      So averaging down sometimes does work? 🤠

    • @ivancho5854
      @ivancho5854 4 месяца назад +1

      Wow, my comment was deleted. What the... 😐

  • @TheMeme0208
    @TheMeme0208 4 месяца назад +2

    Can consumers just boycott spending. I mean buy absolutely nothing. We should not pay mortgages or rent. Literally refuse to pay until they stop the greedflation.

  • @Tracker709
    @Tracker709 4 месяца назад +4

    Mr Lin has a very respectable style of letting his guest run like a bronco without constantly yanking on the Raines or whipping them into submission. Thank you.

  • @kiranas
    @kiranas 4 месяца назад +1

    Unfortunately not stock market but derivatives manipulate stock market and printing money fuels it further. Governments stopped any tax benefits on ALL assets except stock market with minimum tax. Because of stock market massive confirmed assured gains, businessmen and rich prefer not to do more business / diversify or expand business by investing money in capital asset, but just put money in atock market and soubke money in 2 years and teiple in 3 years. So no one takes risk. Besides , now a rich doesnt need to be happy with say even 100 million in hand, they want to be the wealthiest with 100 billion dollars in hand and 1 trillion dollar wealth. Where on the earth they will carry it when they die? The problem is t that ainple and needs a out of box solution to clean up mess. I have it foolproof solution, but not without royalty...

  • @davebrewer7170
    @davebrewer7170 4 месяца назад +19

    David sending secret market signal encoded in his hair. Go long energy. Count on oil use going up 😀. Very slick form of messaging

    • @cuchulainkailen
      @cuchulainkailen 4 месяца назад +4

      The "Lin Hair Poof Inflation Index". I swear by it.

    • @Resmith18SR
      @Resmith18SR 4 месяца назад

      Hair Gel: Buy, Buy, Buy 😂😂😂

    • @prolific1518
      @prolific1518 4 месяца назад +2

      Oil doesn't rise in a recession buddy

    • @huwhitecavebeast1972
      @huwhitecavebeast1972 4 месяца назад +1

      I felt like he was channeling his inner Beethoven. I can totally see him playing piano like a madman with that hair.

    • @kitecorbin3914
      @kitecorbin3914 4 месяца назад

      Shampoo is a conspiracy. Your hair oil is being harvested to grease the wheels of the war machine!

  • @vincentmurphy9252
    @vincentmurphy9252 4 месяца назад +12

    Dave - Covid was not a bear market - it was a V craze

    • @awjames1121
      @awjames1121 4 месяца назад

      Another covid 19 will sure cause usa totally self destruction and disaster,,,,?... for sure,,,,

  • @sharktoothdiver
    @sharktoothdiver 4 месяца назад +9

    David, Great guest, great interview. Bring Bill back again soon. It was not only educational, but entertaining as well. Thumbs up.

  • @douglasthompson9482
    @douglasthompson9482 4 месяца назад +1

    If Warren Buffett allocates his portfolio this way, then so do I.

  • @BootsieTheGreek
    @BootsieTheGreek 4 месяца назад +10

    Do these guys disclose if they have short positions ? Returns will CLEARLY be higher for everyone. Retail has wayyyyy more access to the markets this stuff never existed before basically anyone can put money into the markets now my 13 yr step son is constantly asking about it and he has no idea what money or markets or anything is lol this younger generation will be full blown gambling in the markets lol

    • @prolific1518
      @prolific1518 4 месяца назад +2

      Great way to take a lot of money from noobs

    • @jonathantaylor6926
      @jonathantaylor6926 4 месяца назад +1

      That works both ways. People can dump positions faster than ever now. Revenues still matter btw.

    • @TruthSeaker-t6q
      @TruthSeaker-t6q 4 месяца назад

      @@prolific1518 Noobs like you that don't understand cycles?

    • @willnitschke
      @willnitschke 4 месяца назад +1

      Markets are great for extracting the maximum number of dollars from the clueless.

    • @prolific1518
      @prolific1518 4 месяца назад

      @@TruthSeaker-t6q the irony of this comment

  • @Alpharizzchad
    @Alpharizzchad 4 месяца назад +8

    When Berkshire Hathaway is dumping Apple and holding a major share of BYD China EV. You know what is coming. I want to know how much money JP Morgan and Cuti bank has in China

    • @ivancho5854
      @ivancho5854 4 месяца назад

      Fools. I wouldn't touch a Chinese stock. Remember what happened to Russian stocks? They're all worth zero now. 😐

    • @rexmundi273
      @rexmundi273 4 месяца назад +2

      Berkshire largest holdings are US Treasuries (3 month, 6 month)

    • @ivancho5854
      @ivancho5854 4 месяца назад +1

      My comment about BYD was deleted. Can't be critical of Ch..a here on RUclips obviously. 😐

    • @ivancho5854
      @ivancho5854 4 месяца назад

      @@rexmundi273 They'd get a lot more bang for the buck in a "correction" ⤵️ if they held 30 year Treasuries.

    • @rexmundi273
      @rexmundi273 4 месяца назад +2

      @@ivancho5854 Well they hold those short term US Treasuries which can be converted into cash quickly. The thing with long term US Treasuries is, that you're never sure what long term interest rates will do. Before/In a recession they come down indeed.

  • @mikekorn6968
    @mikekorn6968 4 месяца назад +15

    22:09 David Bill was CORRECT and you just moved on instead of heading his warning.... Hurd mentality is deadly sir. Thank you Bill

    • @_m_K_.
      @_m_K_. 4 месяца назад

      I think Bill is a little too long winded and historical based for David, but what he was saying is quite simple... when you overpay, who is going to rescue you when you want to take profits? So then switch to contrarian views... they hype green and want to print fake money to subsidize it, so switch to black gold (oil) and natural resources which will always be necessary to keep the economy strong.

    • @ivancho5854
      @ivancho5854 4 месяца назад +3

      Yup, and with the Boomers retiring, most of them will flood into bonds. The next decade will have far less capital to grease the wheels of finance.
      Demographics has ruled the markets since WW1. Demographics is the force behind the economy.
      All the best.

    • @Tazmanian_Ninja
      @Tazmanian_Ninja 4 месяца назад +1

      The moment he said that, I felt certain it was what you timestamped in your comment (which I read, but didn't click on, as I wanted to listen to the whole interview).
      Indeed a powerful nugget of obviousness he threw there! 👌

  • @ellianaredick6817
    @ellianaredick6817 4 месяца назад +5

    David: You should get Avi Gilburt on your show. He would be a FANTASTIC interview. Very interesting views on the short medium and long term outlooks for the markets.

  • @bryanc1177
    @bryanc1177 4 месяца назад +1

    Problem w his thesis is he keeps comparing to history..these crooks changed the game when they printed 30% of total.money supply in 3 years..8 trillion added..

    • @BernardOkeh
      @BernardOkeh 3 месяца назад

      WHITNEY KAY STACY is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

  • @michaeljacobs4546
    @michaeljacobs4546 4 месяца назад +2

    @ 28:00 Buffet and T. Rowe price, from the opposite ends of the investing spectrum, come to the same conclusion that there is regime change afoot in the 1968. This is priceless historical pedagogy.

  • @cjb8993
    @cjb8993 4 месяца назад +2

    lol, Bill asks; "you ever see the movie Dave?". David, no. I forgot how young David is until just then.

  • @gwoodlogger4068
    @gwoodlogger4068 4 месяца назад +1

    Invest in a houseboat 😮

  • @jscarnucci2636
    @jscarnucci2636 4 месяца назад +1

    Turned off as soon as I heard "I trust Jamie Dimon"

  • @Userhfdryjjgddf
    @Userhfdryjjgddf 4 месяца назад +1

    Hi you tube. I don't care how many commercials I get now. I'll never give you a penny!!!!!

  • @wolfkurt2301
    @wolfkurt2301 4 месяца назад +1

    Market has to crash

  • @Richard-y5u
    @Richard-y5u 4 месяца назад +1

    Jesus why would anyone touch regional banks as an investment.

  • @hughjanis6439
    @hughjanis6439 4 месяца назад +13

    That was the best interview I've seen in a while.

    • @pongod5751
      @pongod5751 4 месяца назад +2

      Was really fun...guy knows his history too

  • @terryli340
    @terryli340 4 месяца назад +5

    A very interesting perspective and analysis.

  • @davisutton1
    @davisutton1 4 месяца назад +1

    AI may well not be a legitimate development. It has already established itself as "domain narrowing." It tends to feed on its own 'information' as an input. Sure, it can replace mid-range to lower end 'copywriters' and increase productivity in that way but it may also be self-destroying at the higher level. I have already noticed how it is very effective at picking out dominant narratives so does it fail at the level of the fallacy ad populum.

  • @scottdavis5749
    @scottdavis5749 4 месяца назад +7

    This guy is a good one to listen to

  • @dontworrybehappy518
    @dontworrybehappy518 4 месяца назад +5

    David I really love your guests and content, however, your channel gets interrupted by ads the most of all I am listening to. It is really annoying because I listen to you while I am doing the dog-walks and always have to get my phone out and skip those ads...

    • @banana-lakefishing6077
      @banana-lakefishing6077 4 месяца назад

      Terrible terrible ads! You have a fat host who obviously doesn’t take care of himself…promoting brain health

    • @WythenshawePhil
      @WythenshawePhil 4 месяца назад

      It's a hard life.

    • @aeriur6886
      @aeriur6886 4 месяца назад

      pay for premium…

  • @banana-lakefishing6077
    @banana-lakefishing6077 4 месяца назад +1

    Terrible advertisement….you ABSOLUTELY do not use dumb brain music

  • @_Thoughtful_Aquarius_
    @_Thoughtful_Aquarius_ 4 месяца назад +5

    Another great interview on the David Lin Report!

  • @marcoseggi7274
    @marcoseggi7274 4 месяца назад +1

    37:34 it's like talking about cancer, rates are the chemio which kills economy and inflation both, like in the cancer case less and better nutrients are the solution to starve cancer and let the body recover as in economy, a good economy is,an ethic and human centered rythm one.

  • @disndat1000
    @disndat1000 4 месяца назад +1

    As long a you measure stocks in fiat currency, you have not idea what the valuation is, since your yardstick gets shorter as you measure.

  • @samychafa885
    @samychafa885 4 месяца назад +4

    Always connected to this Channel like an addicted

  • @hbomb65
    @hbomb65 4 месяца назад +1

    end days are coming! be fearful, go cash, stay inside!

  • @jayd6813
    @jayd6813 4 месяца назад +1

    I left when he said he trusts Jamie dimon who is one of the biggest liars on the planet. Not just making money matters. Ethics matter too.

    • @Dan16673
      @Dan16673 2 месяца назад

      Bankster but smart

  • @montyloads
    @montyloads 4 месяца назад +1

    Buffet is positioning the company to have a war chest for either...... a market correction of some significant magnitude or just simply having a war chest available that can be allocated by those that step into his shoes after he is no longer at the top.. doing so in this environment is not detrimental to the business as it is getting paid a reasonable fair amount in interest woth the cash just sitting on the sidelines

  • @TruthSeaker-t6q
    @TruthSeaker-t6q 4 месяца назад +1

    Never trust boomer youtubers.

  • @PonziZombieKiller
    @PonziZombieKiller 4 месяца назад +1

    I dont own any sheet Coin

  • @dangoh2237
    @dangoh2237 4 месяца назад

    Don't worry, the market will crushed only after the Presidential Election. Now the market is controlled.

  • @luckyskivvy6077
    @luckyskivvy6077 4 месяца назад +3

    You can make a 💩 ton of money on the downside. Plus a lot faster. I can't wait.

  • @cogen651
    @cogen651 3 месяца назад

    He keeps referring to the past but people need to understand, in the past, we didn't use QE, that essentially is the Federal reserve printing money. So the FED can just keep inflating!

  • @fooling6373
    @fooling6373 4 месяца назад +2

    He likes JPM but not Google or FB?

  • @GloriaMillar-vs7tv
    @GloriaMillar-vs7tv 4 месяца назад

    Those born after 1975 have not experienced a true “crash” in their investing lives. They are in for rude and unexpected turn of events. The they too will gain some investing wisdom.

  • @_tushar_01
    @_tushar_01 4 месяца назад +1

    Revux's AI-driven investment approach is what the financial world needs right now.

  • @hughjass7914
    @hughjass7914 4 месяца назад +1

    That's 30% cash. Sounds about right.

  • @stitcheruk1150
    @stitcheruk1150 4 месяца назад

    You should never capitalise R & D in a consumer oriented stock, if the outcome of the R &D is NOT assured.

  • @michaelrahman7585
    @michaelrahman7585 3 месяца назад

    At almost end of this video no mention of title claim on Warren Buffett I won’t be watching your service?

  • @TyB.-to3ek
    @TyB.-to3ek Месяц назад

    Bill knows his stuff and hes not a shorting monster, He plays the market smart and doesn't get too greedy like everyone else

  • @ericnewman6523
    @ericnewman6523 4 месяца назад +1

    I hope we get a crazy bear market I’m ready for it this time, cash on hand!!

  • @Tradinghawk2024
    @Tradinghawk2024 4 месяца назад

    He’s just upset that he missed buying AI stocks, and he’s promoting what he bought cheap aka gas

  • @ksegg_ffs
    @ksegg_ffs 2 месяца назад

    I learned more about investing from this one interview than I have from any other video about investing.

  • @Gadfly2025
    @Gadfly2025 3 месяца назад

    If you look at USA oil pumping past years strangely the great oil shortage , public waiting in line to get gas were the top oil pumps years 😉

  • @akyoutuber15
    @akyoutuber15 4 месяца назад +1

    Revux's presale is gaining momentum - early supporters, let's seize this opportunity together!

  • @maxiewex1496
    @maxiewex1496 4 месяца назад +3

    David, I liked Mr. Smead’s historical perspective and his interesting analogies. You did a good job keeping him on task. Well done!

  • @CliftonHicksbanjo
    @CliftonHicksbanjo 2 месяца назад

    Thanks Lin. Lots of intel in this interview

  • @whdndrn
    @whdndrn 4 месяца назад +3

    No one is questioning the hype the bubble. Question is how big or how long will it go.
    He is a broken record player.

    • @TruthSeaker-t6q
      @TruthSeaker-t6q 4 месяца назад

      Usually, 3 bubbles before it's all done, that means will last for about 20 years or more with ups and downs along the way.

    • @TruthSeaker-t6q
      @TruthSeaker-t6q 4 месяца назад

      We haven't even started the gen-ai bubble technically speaking because no AI IPOs yet sprouting out from everywhere so we at experimental stage.

  • @NomadDad
    @NomadDad 4 месяца назад +1

    Bullish on David's hair 👍

  • @dbehr4869
    @dbehr4869 4 месяца назад

    3 crashes in the next next 10-15 years! no kidding?!

  • @BHSTUDIO1
    @BHSTUDIO1 4 месяца назад

    Market crash coming for past two years 😂😂😂😂 , nobody knows .

  • @wakethebarbarian4577
    @wakethebarbarian4577 4 месяца назад +2

    Bill Smead is a genius! He even mentions my hometown of Astoria, Oregon! He recommended NVR many months ago and it has skyrocketed (while I shorted it 😥). His understanding of market history is very rare.

  • @HungLikeAPeanut
    @HungLikeAPeanut 4 месяца назад +7

    If energy was correctly priced in the US we wouldn’t be driving to the grocery for the bread and milk

    • @emphyrio
      @emphyrio 4 месяца назад +2

      🚴

    • @prolific1518
      @prolific1518 4 месяца назад +1

      What does this even mean? US is producing more energy than it ever has. The additional capacity is the only reason energy hasn't skyrocketed worldwide.

  • @russellvillalba1493
    @russellvillalba1493 4 месяца назад +1

    One of the better interviews I've watched in quite a while!

  • @blondspike74
    @blondspike74 4 месяца назад

    Well, 2022 was a bear market…one down; two to go.

  • @bobthebuildaa
    @bobthebuildaa 4 месяца назад +11

    Old people = scared
    Young people = optimistic

    • @sharktoothdiver
      @sharktoothdiver 4 месяца назад +1

      Old people = Experienced
      Young people = Clueless
      Old people = Been through it and learned
      Young people = Recency bias, everything is fine.
      Old people = Know better and know when to play it safe.
      Young people = Fuck it, buy Tesla and Nvidia after it's gone up a zillion percent.
      Old People = Conservative and make money
      Young people = Buy the latest thing at any price.
      Old people = Patient
      Young people = Gotta have it now.
      Old people = Doing just fine in all markets.
      Young people = Stressed
      Old people = Buy low and sell high.
      Young people = Buy high and sell low.
      Old people = Buy undervalued stocks
      Young people = Buy bitcoin
      Old people = Own everything
      Young people = Rent everything
      Old people = Use cash
      Young people = Use credit cards
      Old people = Trump
      Young people = Biden
      Old people =Rich
      Young people = Poor
      Old people = Me
      Young people = You

    • @bdek68
      @bdek68 4 месяца назад +5

      That’s the point! They know a little more than you 😂

    • @huwhitecavebeast1972
      @huwhitecavebeast1972 4 месяца назад

      Sometimes.

    • @TruthSeaker-t6q
      @TruthSeaker-t6q 4 месяца назад +1

      @@bdek68 100 years of history has shown pessimist know sht, just get rekt and miss out on best opportunities in life.

    • @Jaydoggie1
      @Jaydoggie1 4 месяца назад

      @@TruthSeaker-t6q why would you want to buy anything now at all time high's?

  • @DjembeJEM
    @DjembeJEM 4 месяца назад +1

    So I can always tell by David's reaction to a statement that there's another question coming and it will be extremely pertinent also that he learned something did I hear also

    • @BernardOkeh
      @BernardOkeh 3 месяца назад

      WHITNEY KAY STACY is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

  • @ReVoltAgefilms
    @ReVoltAgefilms 4 месяца назад

    Bitcoin is here, everything else is just noise.

  • @toppersunglasses9288
    @toppersunglasses9288 4 месяца назад +1

    What about first majestic gold?

  • @stevefox6864
    @stevefox6864 4 месяца назад +1

    Sure a lot of chat about history here !!

  • @toram6210
    @toram6210 3 месяца назад

    0:03 10-15 years …
    That’s dumb

  • @chrismcconkey9543
    @chrismcconkey9543 4 месяца назад +2

    Count the number of end of the world videos on financial channels. The higher the number , the more bullish you should be lol

    • @userjoe4321
      @userjoe4321 4 месяца назад

      Don't be the last one holding the bag. Learn from history.

    • @williams6081
      @williams6081 4 месяца назад +2

      RUclips financial streamers thrive on disaster click bait titles.

  • @awjames1121
    @awjames1121 4 месяца назад

    Why want to raise unguarantee cash usa dollars for what,,,?... cant buy anythings now,,,?.. all nations has reject usa unguarantee dollars already,,,?....?

    • @awjames1121
      @awjames1121 4 месяца назад

      Without usa assure and guarantee,??. Usa dollars will becomes worthless and useless currency,,,?. Why usa dont wants to be responsible for usa own dollars now,,?.. why so difficult to assure and guarantee,,,?. Why???.. is usa really dont has gold to back up usa dollars anymore now,,,,?...

  • @elephantmoney
    @elephantmoney 4 месяца назад

    David was not believing the guest

  • @UraniumFever88
    @UraniumFever88 4 месяца назад +4

    There are some amazing deals for stock pickers out there now that the world is ending every week for the last 100 years.

  • @jaimesoldi6724
    @jaimesoldi6724 4 месяца назад

    Crying wolf too long, and no sign of him... 🙄

  • @emuahemuah
    @emuahemuah 4 месяца назад +1

    I hear a lot of common sense coming from Bill Smead, clear and simple, thank you for sharing sir!

  • @connorferguson2269
    @connorferguson2269 4 месяца назад

    Bro just cant accept nuclear as an option

  • @AdamAudio2024
    @AdamAudio2024 3 месяца назад

    AI is too big. Fomo will continue.

  • @wokwithjosh1473
    @wokwithjosh1473 4 месяца назад +2

    Bill is best. Sharp and to the point t and easy to understand

  • @computerman9580
    @computerman9580 4 месяца назад +3

    Can’t compare the previous bear markets with the new era of FED QE and not letting recessions to happen..

    • @bdek68
      @bdek68 4 месяца назад +2

      2 plus 2 still equals 4. They can’t continue QE in perpetuity and inflate their balance sheet. It causes hyperinflation, low growth, and huge divide in haves and have nots. They are in a box and we will have major pain either way. Deflation or a currency collapse

    • @TruthSeaker-t6q
      @TruthSeaker-t6q 4 месяца назад

      @@bdek68 We don't need QE for next few years, we have 9 trillion sitting on the sidelines buddy and that money is earning 4.5% interest.

    • @jjwatt5126
      @jjwatt5126 4 месяца назад +1

      @@bdek68are you kidding? That’s exactly what the fed is going to do

    • @bdek68
      @bdek68 4 месяца назад

      @@jjwatt5126what will the result be if they go to ZIRP again? Hyperinflation, unsustainable debt, and a currency crisis. Rates are normal where they are. We dot need 0% or rates under 4-4.5

    • @jjwatt5126
      @jjwatt5126 4 месяца назад

      @@bdek68 I half agree with you, but rates need to be much higher to be considered restrictive. A 5% funds rate is still accommodative policy.