This Is The Best Investing Opportunity This Decade

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  • Опубликовано: 17 мар 2024
  • The S&P 500 is up 9% so far this year after already going up 24% last year.
    But hiding behind this explosive growth is a story of the stock market that hasn't recovered from the crash in 2022 that is being covered up by an explosion in AI stocks.
    Most people will not see this or care, because the shiny object syndrome and FOMO rule emotion driven investors.
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Комментарии • 757

  • @johnmoore8255
    @johnmoore8255 2 месяца назад +123

    Again Sasha - you nailed it. So true and well put!

    • @SashaYanshin
      @SashaYanshin  2 месяца назад +10

      Thank you!

    • @MnemonicCarrier
      @MnemonicCarrier 2 месяца назад +1

      @@filthyfinancials1622Care to elaborate?

    • @deeptoot1453
      @deeptoot1453 2 месяца назад +3

      ​@SashaYanshin we'll see if what your preaching has some sort of merit. I'll look into Tesla and if it actually rally in the near future (1-3) years from now, you'll have proven yourself the GOAT of youtube investing.
      As for NVIDIA, I think they will be solid. Their profit margins are ORDERS OF MAGNITUDE larger than Teslas's were at their peak, they are currently solving a problem that's been existing for a while now for all the mega cap tech giants, also, they aren't simply slapping an ai sticker to their name, they are selling the shovels in a gold rush. Completely different from the internet bubble, the crypto bubble, the metaverse bubble, the SPAC craze etc i added some during the recent drop. Already up 50 bucks a share. Will do a DCR valuation soon. I believe them to be undervalued actually.
      Anyways, sorry for the long read. Keep up the great videos

  • @paulevans2246
    @paulevans2246 2 месяца назад +131

    Expensive coat hangers 😂

  • @christopherbaran546
    @christopherbaran546 2 месяца назад +15

    Working for the largest corporate within s p 500, latest forum of the leaders highlighted objevtive for 2024 to focus on shareholders investment....increase stocks value etc. Sasha...as always is right!

    • @DK12_
      @DK12_ 2 месяца назад +3

      Increasing share price is one of the main objectives of every publicly traded company. Execs have bonuses tied to share prices.

    • @christopherbaran546
      @christopherbaran546 2 месяца назад

      @DK12_ agree , did seems like a new agenda that wasn't a priority past previous meetings, kind of the way linking to what Sasha is projecting 🤔

  • @ealing26
    @ealing26 2 месяца назад +7

    Good to see Sasha again

  • @pdloder
    @pdloder 2 месяца назад +8

    Good one. My sentiments exactly.

  • @phonkshop23
    @phonkshop23 2 месяца назад +52

    I just want to thank you for helping me become more financially literate! Don't ever stop what you do! Always appreciate what you do!

    • @SashaYanshin
      @SashaYanshin  2 месяца назад +6

      🙏

    • @phonkshop23
      @phonkshop23 2 месяца назад +14

      ​​​​@@SashaYanshin I truly mean it, I've had to self teach everything to myself. you've helped me learn how to properly invest and go out to learn how to build valuation models and learn how to properly value a company and wether it's worth the potential risk to reward. You helped me get my first credit card at the age of 23 it's abit late but I was always told never get a credit card and that they're bad! You've helped me open a ISA, LISA and also a SIPP. You opened my eyes up to the world of ETF's as well! Not to mention even helping me understand the fundamentals of what it takes to get onto the property ladder. And the sarcastic nature in your videos just makes it funny to watch as well! I really do appreciate what you've done for me!

    • @SashaYanshin
      @SashaYanshin  2 месяца назад +7

      @@phonkshop23Wow! Thank you so much - that is an incredible comment to read! Hope you keep on that awesome track!

    • @phonkshop23
      @phonkshop23 2 месяца назад

      @SashaYanshin Haha thank you, i appreciate you taking the time to read and respond to me! Also, I started applying for defined income protection insurance recently! Would've loved to have some videos from you on the types of insurance you can get and things to know about it before applying e.t.c! If that's something you know about that is!

  • @pleaseentername.
    @pleaseentername. 2 месяца назад +3

    I am 90% i vested within S&P 600 stocks and tracker . Big value there compared to historical valuations . Inflation is the big issue every time lower or higher than expected there are big fluctuations .
    This was just the video I needed to keep my faith ! Thanks

    • @george6977
      @george6977 2 месяца назад

      That's a huge tilt to small caps.

  • @ethankelly9591
    @ethankelly9591 2 месяца назад +3

    Great points. Just wondering, what should we take in account if we don’t see interest rate cuts?

  • @bagster8660
    @bagster8660 2 месяца назад +6

    You should have kept PLTR and sold FIVRR! You are right on the money about the narrowness of the market moves though. I have a number of small caps that are well down YTD on pretty much no bad news.

  • @pensinseo7745
    @pensinseo7745 2 месяца назад +165

    would be nice if you made a video on what companies you have on your radar, cheers

    • @johnstephens6052
      @johnstephens6052 2 месяца назад +4

      Sasha and I are waiting for Fiverr to reignite!!! I would like to know what Sasha thinks are the winners 5 to 10 years out that aren't moving right now...

    • @Phoenixklinge
      @Phoenixklinge 2 месяца назад +8

      Just load a SPY and TSLA and call it a day.

    • @robertrota6347
      @robertrota6347 2 месяца назад

      @@johnstephens6052wondering with ai writing good code for free, who needs a developer?

    • @kygo
      @kygo 2 месяца назад +11

      @@Phoenixklinge If you buy the S&P 500 over 30% of that is just the 7 big (over priced) companies. You're not doing what Sasha talked about here and loading up on the "cheap" ones, but exposing yourself to the AI boom that's just happened.

    • @okay7332
      @okay7332 2 месяца назад +1

      @@kygo he is on about the s and p 500 - the weightings will reflect the boom and the money you have in those other stocks still recovering you will reap their benefits

  • @220dpk
    @220dpk 2 месяца назад +15

    Agree with you Sasha, but find it very difficult to pick stocks that may be considered good and bottom priced. Is there an Index/ ETF that could do it? Agree with a comment that S&P 500 is not going to be the right one. Which one could be better. The whole US Mkt, World ETF?

    • @mrmurky1118
      @mrmurky1118 2 месяца назад +6

      Not financial advice but I’ve picked energy. Thats going to be the limiting factor from what I understand. The countries that are trying to be energy dependent will determine what form of it will be the most adopted. And I think it’s not going to be solar or wind. I think it’s going to be nuclear.

  • @kody3021
    @kody3021 2 месяца назад +13

    Love the delivery mate, keep it up!

  • @tdog8049
    @tdog8049 2 месяца назад +31

    My worry is that the stock market is trading at ATH. Fair enough the big movement is made up of AI stocks booming. I wonder how investors will react when demand falls or something happens and NVDA or other AI stocks will lower guidance or miss. It will happen at some point, maybe not now but at some point. I agree though, there's many stocks that seem to be brushed under the cover... forgotten. Even though they're leading up to be monsters in the future or are valued at very low valuation

    • @sarscov9854
      @sarscov9854 2 месяца назад

      Demand is not going to collapse. In the next century, IT and Energy companies will compose the entire S&P 500.

    • @DK12_
      @DK12_ 2 месяца назад +5

      I mean people have been piling money into sp500 since covid because every single finance influencer pushing index funds. Feel like as a result most major indexes (sp500/nasdaq etc.) are overvalued. There are absolutely, plenty of opportunities to make money in stocks, but you have to look outside the sp500 to maximise returns.

    • @sarscov9854
      @sarscov9854 2 месяца назад +2

      @@DK12_is it because of finance influencers?

    • @johnristheanswer
      @johnristheanswer 2 месяца назад +6

      There have always been all time highs. Thousands of them. ATH are always beaten by a new one.

    • @KenjiEspresso
      @KenjiEspresso 2 месяца назад

      It’s a joke get out put money to 5%

  • @markneilson1044
    @markneilson1044 2 месяца назад +1

    Great video your always really spot on with your analysis.

  • @jc3394
    @jc3394 2 месяца назад +3

    i saw a powerful example of this idea in the auto and airline industry in thier inception...both changes the world in ways that were not imagined...not all airlines or auto companies survived..good lesson

  • @ArnyTrezzi
    @ArnyTrezzi 2 месяца назад

    Amazing perspective, great job Sasha!

  • @jefegamez6284
    @jefegamez6284 2 месяца назад

    Sasha, your content is excellent! Keep doing great work man.

  • @stuartbyrne6670
    @stuartbyrne6670 2 месяца назад +3

    Once again you are on the money. !!
    I recently moved my pension pot into VUSA, via vanguard. Not only for the low cost yearly fee but also the growth.
    I believe in your sharp, acute and witty snips of knowledge

    • @mikerodent3164
      @mikerodent3164 2 месяца назад

      This isn't the answer: check out VUSA's top holdings. The whole point is that the most frothy companies are also the largest in the index. The "magnificent 6" currently account for 26% of VUSA. We need an index fund where the algorithm excludes the froth. I don't think one exists.

  • @rockymartin4966
    @rockymartin4966 2 месяца назад +4

    Thanks. God bless. Rocky

  • @macfarmw
    @macfarmw 2 месяца назад +1

    Fantastic. Please do more on this theme.

  • @georgeorwell7291
    @georgeorwell7291 2 месяца назад +46

    Hey Sasha, thank you for the video. Would it be possible to point to a few of those "massively undervalued" stocks that we could hold "buffet like" for a few years? As a retailer its hard for me to find or even the right ones. That would be super helpful. I know Tesla might hit new lows, that would be a great buy, but thats one of the typical ones...... PRETTY PLEASE WITH SUGAR ON TOP 🥳

    • @YT_Loz
      @YT_Loz 2 месяца назад +4

      With a little research yourself, they're not hard to find. What commodities are at ATHs? What about chocolate? Any companies close to recent lows that could benefit when that reverses? What about HSY? 50 good reasons to look at them and one of many.
      Go do your own research kidda, it's empowering.

    • @dialac1
      @dialac1 2 месяца назад +4

      You’re asking for advice from someone who said PLTR was dog shit when it was $7 smh

    • @nikoc3585
      @nikoc3585 2 месяца назад +4

      @@dialac1 I dont want to diss but as Tesla is one of Sasha's majority holdings, he has possibly lost a lot of $ due to Teslas recent decline. Especially if he bought $225+ a share. Maybe down -40%?

    • @dialac1
      @dialac1 2 месяца назад

      @@nikoc3585 I agree. I am also down a lot on Tesla but I’m still in my 30s. I’m not looking for it to moon today or tomorrow. I’m a long term guy and will hold till I’m 65 or until I feel Tesla is no longer a strong company. Sasha is only saying what he’s saying cos he missed out on this current ai surge and instead of being happy for those who profited from this ai growth, he makes a video like this calling it “hype”. He needs to go look at Nvidia’s numbers on their last earnings report before he calls this ai surge a “hype”

    • @id10t98
      @id10t98 2 месяца назад +2

      @@dialac1 PLTR was dog shit at $7 and it's still true now, no matter manipulated price it's at.

  • @philjames3748
    @philjames3748 2 месяца назад +42

    I'm not so sure your read is correct on this one. The S&P500's cyclically adjusted PE ratio is huge (>30) so the S&P500 is pretty overvalued and growth may be sluggish for a decade or so given what happened after such high CAPE in the past.
    The AI stocks have a long way to fall and the remaining 490 companies have a long way to climb to drive the market back to an all time high.

    • @ceerawlins3412
      @ceerawlins3412 2 месяца назад

      Russel is better value rn

    • @MarcioSouza1
      @MarcioSouza1 2 месяца назад +4

      He’s saying sp500 ex top ~10. So individual stocks, not the index

    • @mikerodent3164
      @mikerodent3164 2 месяца назад +6

      ​@@MarcioSouza1Yes, what we need is an index ETF which blows off the froth at the top: mechanically excludes all stocks which have gone up by more than 10%/20% in the last quarter, for example.

    • @yung784
      @yung784 2 месяца назад

      One of his many points is that apps like robinhood made it easier for everyday people to invest. Increasing the bottom line PE ratio permanently.

  • @bencarleto8443
    @bencarleto8443 2 месяца назад +1

    I was just speaking with one of our investment analysts about this very thing. The equally weighted index tells a very different picture. Everyone is obsessed with AI, not even understanding what it is.

  • @travellane4537
    @travellane4537 2 месяца назад +1

    Thanks Sasha...

  • @paulus1011
    @paulus1011 2 месяца назад +12

    The energy demand for data centres in the USA,UK, and Europe is going to dent or even burst the AI bubble,which is why UK is scrambling to build gas and nuclear power plants also investment in the grid infrastructure asap and USA and Europe are also ramping up power supply projects!

    • @gerryhowe1086
      @gerryhowe1086 Месяц назад

      Do you have any company examples that I could look into for both grid and nuclear?

  • @SalemJohn-lz9te
    @SalemJohn-lz9te 2 месяца назад +3

    The question to be asked at times is not if the government or the economy is responsible for the sudden dramatic shifts in the economy but if we are taking the necessary measures to avoid making losses no matter the situation even if the pay roll is not in your favor.

  • @Neatche
    @Neatche 2 месяца назад +1

    Sasha talking about QBTS / RGTI / IONQ ???

  • @brianthered
    @brianthered 2 месяца назад +2

    Well put.

  • @thomasevelyn
    @thomasevelyn 2 месяца назад +1

    One of your best videos, Sasha.

  • @Felldown19
    @Felldown19 2 месяца назад +41

    Could you make a video about your stock picks?

  • @learnprogress6618
    @learnprogress6618 2 месяца назад +1

    Well done

  • @sverrirgeorgsson1248
    @sverrirgeorgsson1248 2 месяца назад

    Killing it, preach brother! 👊

  • @AndyWarhol1962
    @AndyWarhol1962 2 месяца назад +2

    Best guy/channel I've found in a year - very enjoyable.

  • @drtanveerahmed4585
    @drtanveerahmed4585 2 месяца назад +5

    Plz mention 10 undervalued stocks that we should invest now
    Thank you

  • @michaelsmith-vq6mt
    @michaelsmith-vq6mt 2 месяца назад +1

    So what to do? Keep buying s&p/ other global index or is there an index fund without the AI hype stocks we can buy?

  • @brandonroadarmel3291
    @brandonroadarmel3291 2 месяца назад +1

    I always appreciate your outside of the box view brotha! Keep it up

  • @driesp3761
    @driesp3761 2 месяца назад +27

    Hey Sasha, can you please give a detailed list of etf's and stocks which you think are undervalued?

    • @NotMe-ds2px
      @NotMe-ds2px 2 месяца назад +5

      🤣🤣

    • @id10t98
      @id10t98 2 месяца назад +1

      I'm nibbling into materials and some banks.
      RDUS Radius Recycling, formerly Schnitzer Steel. I like it under $18.50
      PAAS Pan American Silver. I like it under $13.85
      CENX Century Aluminum. I like it under $10.25
      COLB Columbia Bank (merger of Umpqua Bank) I like it under $19
      T AT&T. I like it under $17.

  • @Black-Circle
    @Black-Circle 2 месяца назад +7

    thanks for the video. good perspective

  • @davidpearce4838
    @davidpearce4838 2 месяца назад

    Thanks Sasha. 😊

  • @wirecardinsider
    @wirecardinsider 2 месяца назад

    Great analysis 👍

  • @dominic2631
    @dominic2631 2 месяца назад +3

    Could do video what stock you recommend to invest in ??

  • @gavinstock9340
    @gavinstock9340 2 месяца назад +2

    Thanks Sasha, articulated to perfection. Up the small caps.

  • @andreab.8523
    @andreab.8523 2 месяца назад

    Well put!

  • @ctsirkass
    @ctsirkass 2 месяца назад +3

    So which stocks are those undervalued AI ones?

  • @Nousmourronsseuls
    @Nousmourronsseuls 2 месяца назад +30

    Great video. Thanks Sasha. Do you know if there is an S&P 500 index tracker ex the magnificent seven? I see there is Invesco S&P 500 equal weight ETF. That would get you most of the way. Any better ideas welcomed.

    • @fitbh703
      @fitbh703 2 месяца назад

      Have you compared RSPs historic returns..?

    • @Trading21295
      @Trading21295 2 месяца назад +1

      I too was considering to invest in the equally weighted index since this way it will massively limit my exposure to the magnificent seven and at the same time gives me huge exposure to all those undervalued forgotten stocks that will inevitably make substantial gains as soon as interest rates go back down

    • @jonm4989
      @jonm4989 2 месяца назад +2

      I think your idea about the equal weighting S&P 500 would fit the purpose perfectly. It would be interesting to compare the respective yields of the two; I expect the equal weighted index to pay a lot higher dividends.

    • @fitbh703
      @fitbh703 2 месяца назад

      @@jonm4989 dividend yield is almost identical. You are also paying a 0.2 expense ratio since it’s more “actively managed” than a typical s and p fund.

    • @andgray
      @andgray 2 месяца назад +2

      The leading stocks are growth companies, so invest in value only

  • @technopigua1709
    @technopigua1709 2 месяца назад +13

    Man I am so happy I found your channel. Its good to know someone sees the same things. Like the saying says "The market will show who was right".
    Never chase fomo, and never try to catch falling knives.

  • @LordVautier
    @LordVautier 2 месяца назад +1

    I used to watch 5 different finance news channels.
    Now I just watch Sasha. So good!

  • @larryronhartfield55
    @larryronhartfield55 2 месяца назад +62

    I'm working on an AI-focused investment plan, researching stocks of Nvidia, Microsoft, and Alphabet, among others. Along with my financial advisor, Anna Rounds Fay, I have focused my interests on a few major areas based on their performance and anticipated growth. Also including gold, coins, and the EV, renewable energy, technology, and health sectors.

    • @harrisahmed3066
      @harrisahmed3066 2 месяца назад

      many individuals miss out on gains due to actually NOT being in the market and waiting for the chance of a crash. Perhaps it's wise to do both partially

    • @MargotCrest
      @MargotCrest 2 месяца назад

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

    • @djfearross4144
      @djfearross4144 2 месяца назад +12

      Scam alert

    • @patrickf2671
      @patrickf2671 Месяц назад

      scammers @@MargotCrest

  • @roger_is_red
    @roger_is_red 2 месяца назад

    very interesting thanks for this video I get it.

  • @rog.mortimer
    @rog.mortimer 2 месяца назад +27

    Tesla isn’t just an EV company.
    It also specialises in:
    Solar
    Energy storage
    Data (including FSD)
    Robotaxi
    Optimus (humanoid bot).
    It will (in my opinion) 10x in the next decade.

    • @MarquisDM666
      @MarquisDM666 2 месяца назад +1

      😂😂😂

    • @TheManCave563
      @TheManCave563 2 месяца назад +3

      Lol 🤦🏻‍♂️

    • @bjjking1000
      @bjjking1000 2 месяца назад +4

      In this decade probably

    • @larrygerry985
      @larrygerry985 2 месяца назад

      😂😂😂😂😂😂😂

    • @jayabrams8104
      @jayabrams8104 2 месяца назад

      Tsla is ai. Buying down. If it falls to 130s or drops nxt leg down to 100 I'm buying.

  • @PeteTheRock71
    @PeteTheRock71 2 месяца назад +17

    If you log the M2 Money Supply and the S&P 500 on the same chart, they generally run in parallel. So when the Gov prints money, the S&P500 goes up accordingly. This kinda means that although you see your S&P500 fund increase, it increases at the same rate as money printing, meaning that you're just treading water effectively.

    • @BigHotSauceBoss69
      @BigHotSauceBoss69 2 месяца назад

      look up Raoul Pal everything code and be enlightened

    • @ilya6355
      @ilya6355 2 месяца назад +6

      Not in the last year. M2 flat since March 2023, but sp500 ran 30%

    • @andrewharris3900
      @andrewharris3900 2 месяца назад

      That still sounds useful as a protection against inflation and erosion of wealth.

    • @shellyperera2010
      @shellyperera2010 2 месяца назад

      Isn't the measure whether you're beating inflation?

    • @PeteTheRock71
      @PeteTheRock71 2 месяца назад

      Inflation covers things like the cost of goods going up due to varying factors. However, Currency 'debasement' is what i'm talking about. Which means an increase in the amount of money the Gov put into the system meaning that the buying power of your £ decreases accordingly. @@shellyperera2010

  • @robtimothyfletcher5957
    @robtimothyfletcher5957 2 месяца назад +1

    Great video. Great perspective. Love the humor spiced in. Just subbed.

  • @Ciborium
    @Ciborium 2 месяца назад +1

    So, good investments for when the AI bubble bursts would be the Equal Weight S&P500 (to reduce influence on AI fad stocks) or Free Cash Flow stocks/ETFs like $COWZ?

  • @r0lfus
    @r0lfus 2 месяца назад

    First video of yours I’ve watched, loved it! Keep them coming 👍

  • @adamp6320
    @adamp6320 2 месяца назад +1

    Sasha, is the tl;dr version that when the S&P500 stocks that are not related to AI rebound (possibly when the Fed's interest rates start to go back down) we will see massive returns in our sp500 index funds?

  • @raymccue4311
    @raymccue4311 2 месяца назад

    Thanks

  • @infinityloop88
    @infinityloop88 2 месяца назад +1

    This is a very smart video. Thanks for the insight

  • @mohammadabalkhail7663
    @mohammadabalkhail7663 2 месяца назад +2

    Always a breath of fresh air Sasha.

  • @houstongalloway6380
    @houstongalloway6380 2 месяца назад

    You are so much fun and useful. Thanks.

  • @juanmedinar20
    @juanmedinar20 2 месяца назад +4

    I am 95% in cash. What donyou think if the big AI companies like NVDA starts to fall becuase of bubble or a bad earnings? To buy in on the S&P to me right now seems really expensive. What index funds make sense? Does Russell makes sense? VTI is at all time high... I am enjoying my messy 5% interest in cash but it seems lame.

    • @geolykos
      @geolykos 2 месяца назад +1

      If you're 95% cash after the whole year stocks were dropping (2022) you'll never get into stocks.

    • @gee6940
      @gee6940 2 месяца назад +4

      Stop trying to time the market. Spread your cash thin and invest every month for the next 40 years.

    • @RockinRonny420
      @RockinRonny420 2 месяца назад

      Do whatever you want , it's your money! I have mine 90% invested in dividend paying stocks and 10% in high-risk speculative stuff . I don't have to babysit my portfolio.

  • @henrywhh
    @henrywhh 2 месяца назад

    enjoying your presentation

  • @almor2445
    @almor2445 2 месяца назад +2

    Surely when the mag 7 crash, the index funds will sell off too? You say the markets are cheap but most are near all time highs. Whats cheap?

  • @scottrobinson3847
    @scottrobinson3847 2 месяца назад

    Miss the frequency of your content, always quality. Thank you for the content, do like to hear your point of view.

  • @Ryan_Daley
    @Ryan_Daley 2 месяца назад +1

    Is the play to load up on a S&P mutual index fund then?

  • @geniegogo
    @geniegogo 2 месяца назад

    good one! lol. The thing is to be agnostic and do that thing called risk management while you take in the booty from the hype meanwhile remembering small and mid caps are supposed to do well this year. Also don't forget A.I. does require incredible amounts of compute. The limiting factor will be energy but that's a bit later.

  • @Sarahd440
    @Sarahd440 2 месяца назад +3

    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 META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance

  • @andy96356
    @andy96356 2 месяца назад +2

    Small caps got a long way to go I'm down on some I think sofi will break out soon tesla will next year

  • @tyrnosrsflexxbox1999
    @tyrnosrsflexxbox1999 2 месяца назад +1

    so what are those stocks bro

  • @stevenbond4637
    @stevenbond4637 2 месяца назад +19

    The S&P was 2200 four years ago, that's near 60% lower than now, so it's up near 150%, and now is the best time to buy, dear Lord

    • @sgist7824
      @sgist7824 2 месяца назад

      It's true though, the rich have so much money on 6sidelines. Watch Gary's Economics

    • @gooldii1
      @gooldii1 2 месяца назад

      🤣

  • @markg6320
    @markg6320 2 месяца назад +1

    Sasha
    Couldn't agree more as an ex fund manager.
    But is there an equity index for the US market which excludes all the AI stocks which are so grossly over valued? Otherwise the S&P will just fall dur ro the karge weighting of AI stocks....

  • @davidashcroft5602
    @davidashcroft5602 2 месяца назад

    hi would you recommend a s&p 500 invested lifetime isa?

  • @billygoatgamer8269
    @billygoatgamer8269 2 месяца назад +1

    What’s your thoughts about China there all times low do you think it could be an opportunity or stay away from it totally

  • @romesh7006
    @romesh7006 2 месяца назад +4

    Great video Sasha! What do you (or others) think of an equal-weight S&P 500 tracker ETF (ie SPEX) as a way of getting exposure to the other companies in the index without the heavy weighting to AI that comes with a regular S&P500 ETF?

    • @george6977
      @george6977 2 месяца назад

      Constantly rebalancing is costly.

    • @romesh7006
      @romesh7006 2 месяца назад

      SPEX has a TER of 0.20%, a bit more than 0.07% you can get on an index-weighted tracker, but not too expensive imo@@george6977

  • @shibafujiwatches2808
    @shibafujiwatches2808 2 месяца назад

    Another great video. 👍

  • @lynchs2441
    @lynchs2441 2 месяца назад

    Such a great video, thank you :)

  • @Zaerki
    @Zaerki 2 месяца назад +3

    The funny part about Tesla's FSD software is that LLMs are actually used! It's incredible how the market has a huge blind spot when it comes to Tesla, but I'm not complaining as a long time owner. I get to buy more when it's on the cheap like it is lately.

    • @trent1615
      @trent1615 2 месяца назад

      I loaded heavily when Teslas pe dropped to 38 deal of a life time I’m not sure what others are expecting but in my mind the new platform coming in the next 12 months when it scales out will sell 4-5x the volume of the model 3 and Y platform so their automotive sales are going to sky rocket. I’m buying the best AI company at a pe of 37 thank you lol. The energy division made over 500 million Im getting it for free, self driving free and bots free. My whole family paused on buying anything other than Tesla stock right now easiest investment of my life. I’ve been buying Tesla for four years I nibble under $200 and I buy heavily as it gets closer to the $160 price. Good luck long term we will make some very good money I even bought Tesla for my 10 month old baby it will be worth thousands according to my projections by the time he knows he owns it.

  • @worthykev
    @worthykev 2 месяца назад +35

    my god, a quick scroll through the comments and the number of people completely missing the point of what Sasha is saying is unreal 😂

    • @marbles9420
      @marbles9420 2 месяца назад

      What is he saying.

    • @KenjiEspresso
      @KenjiEspresso 2 месяца назад +3

      Sasha needs money. Like every other YouTubing cringe bag.

    • @antonystringfellow5152
      @antonystringfellow5152 2 месяца назад

      And these are the very people pushing up these stock prices.
      If you think NVIDIA looks expensive just now (it is), take a look at ARM - great company, great future, terrible investment, at this price!
      A lot are held in AI ETF's that have enjoyed incredible gains too.
      Yes, these are the people and they're not just investing with their own hard-earned cash, there's going to be a lot of leverage following these lovely, linear trends up. It just looks too easy, and it is, until a trigger starts the unwinding. That always happens, eventually.
      AI has a truly great future and will transform the world dramatically but the current hype, along with the lack of knowledge in the subject (it is very, very complex and unpredictable) will leave a lot of people badly burned.
      Really, you need expert guidance if you want to invest successfully in this field. Even then, nothing's guaranteed, but it can at least help you avoid some of the most overvalued companies, which will make a difference in the long run.
      An alternative is not to invest at all in the industry itself but instead identify the companies that will benefit most from using the technology. The crowds haven't arrived there yet.

    • @marbles9420
      @marbles9420 2 месяца назад

      @@KenjiEspresso that’s not nice dawg. You don’t have to watch the video

    • @worthykev
      @worthykev 2 месяца назад

      he's saying that a lot of the s&p 500 is undervalued and this is a great time to be acquiring the undervalued stocks. @@marbles9420

  • @NYUQuantumTechnologyLab
    @NYUQuantumTechnologyLab 2 месяца назад

    totally agree!

  • @aaron6806
    @aaron6806 2 месяца назад +5

    The simple message is: buy the index minus the severely overbought high-flyers. I'm not sure how to effectively do that, but will if i can figure it out.

    • @andyasia
      @andyasia 2 месяца назад

      Theoretically, buy the index and short the ones you don't want !
      In reality, buy equal weights plus the index to get some rebalance or buy ex tech ETF (I saw some a while back) or buy a mix of other non tech sectors but in truth if non tech move up, then why would tech move down ? The argument is not inverse and they could both move together.
      What am I doing, outside individual stocks ? well, taking the index and maybe some global as well and adding some non tech sector etfs.
      Mixed spread but I remember one thing that the large USA dominated companies draw their money from across the globe, not just the USA so the USA is defacto much of the global anyway without the increased charges for global, which can be 4 x the S&P charges.

    • @1292liam
      @1292liam Месяц назад

      I guess, buy the S&P not the Nadaq or SMH

  • @MarkXHolland
    @MarkXHolland 2 месяца назад +16

    Absolutely agree. Ignoring the noise and loading up on Tesla. 👍

    • @mikerodent3164
      @mikerodent3164 2 месяца назад +1

      Eeeuuh?!! This is the message you take from this, Elon?

  • @nataschabaunse9151
    @nataschabaunse9151 2 месяца назад

    Most intelligent video I've seen in weeks!

  • @robllan
    @robllan 2 месяца назад +2

    Right, so is there an ETF which is S&P500 ex-magnificent 7? If not then I suppose equal weighted is the answer.

    • @andyasia
      @andyasia 2 месяца назад

      I think everyone is looking at versions of the same thing. You can get ETFs minus XYZ sector or only XYZ sector but nothing as specific as ex AI or as someone mentioned, ex anything that has risen 20%+ or 50%+ etc.

  • @udonhardware5178
    @udonhardware5178 2 месяца назад

    Sasha. Tesla's fsd 12.3 is amazing despite being rough in places. Unlike Chatgpt, it's very hard to copy. Elon has already said the need for chips is almost revolved.

  • @LiLChiLi_
    @LiLChiLi_ 2 месяца назад

    I support you and your young family

  • @bassjunk3
    @bassjunk3 2 месяца назад +4

    What's a good ETF that will contain these bad boys but not the AI fomo?

  • @FaceI3ss
    @FaceI3ss 2 месяца назад +1

    Jeebus man, subbed for the next video!

  • @elieassaad7410
    @elieassaad7410 2 месяца назад

    What's your favorite stocks ?

  • @Ataraxia_Atom
    @Ataraxia_Atom 2 месяца назад +3

    Literally thinking the same thing and reinvesting in the SP500

  • @River313
    @River313 2 месяца назад

    Excellent

  • @iaminterestedineverything
    @iaminterestedineverything 2 месяца назад

    The limiting factor will definitely be the data for many domains

  • @FreaksSpeaks
    @FreaksSpeaks 2 месяца назад +3

    What is the impact on AI when quantum computing come into effect?

  • @minimad8793
    @minimad8793 2 месяца назад

    always good to have a difference of opinion on the market. As ever, thanks for your take on it dude

  • @sulagheorghe1327
    @sulagheorghe1327 2 месяца назад

    How can you invest in S&P 500 from an IB UK ISA account?
    Both SPY and VOO are not available to trade due to KIB

  • @martinrumb77
    @martinrumb77 2 месяца назад

    Good Video

  • @timmat8029
    @timmat8029 2 месяца назад

    So which stonks do you like? And are you bullish on BTC ETFs?

  • @humannature9
    @humannature9 2 месяца назад +1

    Please release a video specifying various index without so much influence from the Ai hype. Love the content!

  • @GoProWithRico
    @GoProWithRico 2 месяца назад

    100% nailed it.

  • @woslim9382
    @woslim9382 2 месяца назад +25

    Hair looks good. Shirt looks good. Let’s go!

    • @SashaYanshin
      @SashaYanshin  2 месяца назад +5

      hahaha. Exactly the same as always!

    • @DamienTalksMoney
      @DamienTalksMoney 2 месяца назад +5

      Where is the bow tie?

    • @SashaYanshin
      @SashaYanshin  2 месяца назад +6

      @@DamienTalksMoney My dog ate it.

    • @scroopynooperz9051
      @scroopynooperz9051 2 месяца назад

      Sasha overclocked his hair. He must be using a new conditioner

    • @user-tb1jy7rr9e
      @user-tb1jy7rr9e 2 месяца назад

      Finally had a shower before filming

  • @mweembantembe6207
    @mweembantembe6207 2 месяца назад

    What stocks are you watching ?

  • @Youareindenial
    @Youareindenial 2 месяца назад

    Id be intrigued to know the exact percentages bought of each stock in a S&P 500 Index Fund as you could redistribute your purchases depending on certain situations in the market and allow you to maximise returns. In theory you could put perform an index fund with consistent redistribution.