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 • 777

  • @Greghilton3
    @Greghilton3 Месяц назад +227

    I believe investors should focus on under-the-radar stocks, especially given the present rollercoaster nature of the stock market. 35% of my $270,000 portfolio consists of collapsing stocks that were previously respected, and I don't know where to go from here.

    • @CindyValenti
      @CindyValenti Месяц назад +3

      How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?

    • @CindyValenti
      @CindyValenti Месяц назад +3

      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.

    • @xhalozero
      @xhalozero Месяц назад +1

      Same, kinda like natural gas. It's at such a low price it's the same price as in 1998 lol

  • @christopherbaran546
    @christopherbaran546 Месяц назад +14

    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_ Месяц 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 Месяц 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 🤔

  • @johnmoore8255
    @johnmoore8255 Месяц назад +123

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

    • @SashaYanshin
      @SashaYanshin  Месяц назад +10

      Thank you!

    • @MnemonicCarrier
      @MnemonicCarrier Месяц назад +1

      @@filthyfinancials1622Care to elaborate?

    • @deeptoot1453
      @deeptoot1453 Месяц 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

  • @ethankelly9591
    @ethankelly9591 Месяц назад +3

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

  • @paulevans2246
    @paulevans2246 Месяц назад +129

    Expensive coat hangers 😂

    • @pmason6076
      @pmason6076 8 дней назад

      Just ask Dana White!

  • @bagster8660
    @bagster8660 Месяц 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.

  • @pdloder
    @pdloder Месяц назад +8

    Good one. My sentiments exactly.

  • @phonkshop23
    @phonkshop23 Месяц назад +51

    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  Месяц назад +6

      🙏

    • @phonkshop23
      @phonkshop23 Месяц 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  Месяц назад +7

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

    • @phonkshop23
      @phonkshop23 Месяц 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!

  • @220dpk
    @220dpk Месяц назад +14

    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 Месяц 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.

  • @tdog8049
    @tdog8049 Месяц 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 Месяц назад

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

    • @DK12_
      @DK12_ Месяц 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 Месяц назад +2

      @@DK12_is it because of finance influencers?

    • @johnristheanswer
      @johnristheanswer Месяц назад +6

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

    • @KenjiEspresso
      @KenjiEspresso Месяц назад

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

  • @georgeorwell7291
    @georgeorwell7291 Месяц 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 Месяц 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 Месяц назад +4

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

    • @nikoc3585
      @nikoc3585 Месяц 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 Месяц 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 Месяц назад +2

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

  • @ealing26
    @ealing26 Месяц назад +7

    Good to see Sasha again

  • @XDevotinX
    @XDevotinX Месяц назад

    Great video, Sasha (or 'the Oracle' as you are known to those to whom I recommend your channel)! Quick question: I want to realise my capital gains before the next tax year begins by selling of my VUAG shares. I understand that if I rebuy within a month, my capital gains will actually carry over to the next tax year (?). How do I avoid this? Is it enough to buy VUSA instead, or do I need to take the money back out of GIA and put it in again? Or can I not buy any shares with the proceeds for the whole 30 days? I don't want to miss out when the market in fact does start to recover.

  • @pleaseentername.
    @pleaseentername. Месяц 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 Месяц назад

      That's a huge tilt to small caps.

  • @pensinseo7745
    @pensinseo7745 Месяц назад +165

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

    • @johnstephens6052
      @johnstephens6052 Месяц 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 Месяц назад +8

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

    • @robertrota6347
      @robertrota6347 Месяц назад

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

    • @kygo
      @kygo Месяц 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 Месяц 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

  • @philjames3748
    @philjames3748 Месяц назад +41

    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 Месяц назад

      Russel is better value rn

    • @MarcioSouza1
      @MarcioSouza1 Месяц назад +4

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

    • @mikerodent3164
      @mikerodent3164 Месяц 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 Месяц 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.

  • @kentucky4494
    @kentucky4494 Месяц назад +99

    For your shared investing ideas, what do you think will be the next Apple/Microsoft in terms of growth, considering the current unpredictable market volatility?

    • @MichaelWeebles
      @MichaelWeebles Месяц назад

      Although the market isn't so stable, it isn't as bad as some people have made it look... In all honesty, as a beginner who knows next to nothing, I have made over 80k just in a couple of months... I'm a retiree, and I am using these extra resources to help pay for odds and ends that I want.

    • @kentucky4494
      @kentucky4494 Месяц назад

      Hi Micheal Weebles, your profit margin is quite inspiring and stunning for a beginner. How did you do it; what is your biggest holding; do you make use of spreadsheet? Thanks.

    • @MichaelWeebles
      @MichaelWeebles Месяц назад

      NO I don't. Spreadsheet has always seemed stressful, and of no relevance to me.. For my top holdings, I copy Kelly Marie Matwick's positions automatically in real-time... Look her up, she's good.

    • @kentucky4494
      @kentucky4494 Месяц назад

      Thank you!

    • @solmas2111
      @solmas2111 Месяц назад +10

      Bot alert.

  • @stuartbyrne6670
    @stuartbyrne6670 Месяц 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 Месяц 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.

  • @michaelsmith-vq6mt
    @michaelsmith-vq6mt Месяц 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?

  • @rockymartin4966
    @rockymartin4966 Месяц назад +4

    Thanks. God bless. Rocky

  • @kody3021
    @kody3021 Месяц назад +13

    Love the delivery mate, keep it up!

  • @Neatche
    @Neatche Месяц назад +1

    Sasha talking about QBTS / RGTI / IONQ ???

  • @Felldown19
    @Felldown19 Месяц назад +41

    Could you make a video about your stock picks?

  • @macfarmw
    @macfarmw Месяц назад +1

    Fantastic. Please do more on this theme.

  • @ctsirkass
    @ctsirkass Месяц назад +3

    So which stocks are those undervalued AI ones?

  • @ArnyTrezzi
    @ArnyTrezzi Месяц назад

    Amazing perspective, great job Sasha!

  • @paulus1011
    @paulus1011 Месяц 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?

  • @markneilson1044
    @markneilson1044 Месяц назад +1

    Great video your always really spot on with your analysis.

  • @Nousmourronsseuls
    @Nousmourronsseuls Месяц 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 Месяц назад

      Have you compared RSPs historic returns..?

    • @Trading21295
      @Trading21295 Месяц 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 Месяц 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 Месяц 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 Месяц назад +2

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

  • @ryandaley3267
    @ryandaley3267 Месяц назад +1

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

  • @jc3394
    @jc3394 Месяц 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

  • @travellane4537
    @travellane4537 Месяц назад +1

    Thanks Sasha...

  • @dominic2631
    @dominic2631 Месяц назад +3

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

  • @brianthered
    @brianthered Месяц назад +2

    Well put.

  • @jefegamez6284
    @jefegamez6284 Месяц назад

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

  • @drtanveerahmed4585
    @drtanveerahmed4585 Месяц назад +5

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

  • @adamp6320
    @adamp6320 Месяц 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?

  • @wirecardinsider
    @wirecardinsider Месяц назад

    Great analysis 👍

  • @learnprogress6618
    @learnprogress6618 Месяц назад +1

    Well done

  • @SalemJohn-lz9te
    @SalemJohn-lz9te Месяц 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.

  • @tyrnosrsflexxbox1999
    @tyrnosrsflexxbox1999 Месяц назад +1

    so what are those stocks bro

  • @davidashcroft5602
    @davidashcroft5602 Месяц назад

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

  • @bencarleto8443
    @bencarleto8443 Месяц 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.

  • @driesp3761
    @driesp3761 Месяц 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 Месяц назад +5

      🤣🤣

    • @id10t98
      @id10t98 Месяц 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.

  • @davidpearce4838
    @davidpearce4838 Месяц назад

    Thanks Sasha. 😊

  • @romesh7006
    @romesh7006 Месяц 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 Месяц назад

      Constantly rebalancing is costly.

    • @romesh7006
      @romesh7006 Месяц 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

  • @markg6320
    @markg6320 Месяц 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....

  • @RelativeResonance
    @RelativeResonance Месяц назад

    Does all this apply to european stocks and indeces?
    Ive seen them go up by ab 15%

  • @honestabe3100
    @honestabe3100 29 дней назад

    Hello Sasha. I appreciate your insight overall. May I say though that I clicked this video because the title says it will discuss an ivestment opportunity, yet you failed to mention any stocks in particluar. What am I missing?

  • @gavinstock9340
    @gavinstock9340 Месяц назад +2

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

  • @juanmedinar20
    @juanmedinar20 Месяц 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 Месяц назад +1

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

    • @gee6940
      @gee6940 Месяц назад +4

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

    • @RockinRonny420
      @RockinRonny420 Месяц 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.

  • @sulagheorghe1327
    @sulagheorghe1327 Месяц 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

  • @almor2445
    @almor2445 Месяц 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?

  • @robllan
    @robllan Месяц 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 Месяц 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.

  • @Ciborium
    @Ciborium Месяц 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?

  • @geniegogo
    @geniegogo Месяц 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.

  • @brandonroadarmel3291
    @brandonroadarmel3291 Месяц назад +1

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

  • @andreab.8523
    @andreab.8523 Месяц назад

    Well put!

  • @robtimothyfletcher5957
    @robtimothyfletcher5957 Месяц назад +1

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

  • @grahamtaylor5184
    @grahamtaylor5184 Месяц назад +1

    Is there such a thing at an ETF that is based on the S&P500 but excludes the big AI/tech firms?

  • @andy96356
    @andy96356 Месяц 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

  • @roger_is_red
    @roger_is_red Месяц назад

    very interesting thanks for this video I get it.

  • @Black-Circle
    @Black-Circle Месяц назад +7

    thanks for the video. good perspective

  • @scottrobinson3847
    @scottrobinson3847 Месяц назад

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

  • @sverrirgeorgsson1248
    @sverrirgeorgsson1248 Месяц назад

    Killing it, preach brother! 👊

  • @atlasnetwork7855
    @atlasnetwork7855 Месяц назад +2

    I think you're right, but i don't agree with your reasons. I think inflation isn't over - even Grandma Yeller has changed her pitch on inflation, i think stocks will go up because of a mixture of capital flight and or inflation and people desperate for safe havens and the people who distrust bitcoin. One of the problems i've got is a lot of stocks that are discounted, i don't actually like or trust, and all the ones i do like are down a bit, but not below pre covid levels. I'll keep looking however.

  • @AndyWarhol1962
    @AndyWarhol1962 Месяц назад +2

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

  • @DeepFutureSim
    @DeepFutureSim Месяц назад

    Do you have any videos on how to invest in the S&P500 for people in Europe?

  • @jamesjames9066
    @jamesjames9066 Месяц назад

    I'd be interested in your opinion on the AIM marketplace, is dead like a lot are saying at the moment?

  • @TJDenmead
    @TJDenmead Месяц назад +1

    Reading between the lines are you telling us to load up on Tesla?

  • @bassjunk3
    @bassjunk3 Месяц назад +4

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

  • @thomasevelyn
    @thomasevelyn Месяц назад +1

    One of your best videos, Sasha.

  • @infinityloop88
    @infinityloop88 Месяц назад +1

    This is a very smart video. Thanks for the insight

  • @NYUQuantumTechnologyLab
    @NYUQuantumTechnologyLab Месяц назад

    totally agree!

  • @henrywhh
    @henrywhh Месяц назад

    enjoying your presentation

  • @billygoatgamer8269
    @billygoatgamer8269 Месяц 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

  • @LordVautier
    @LordVautier Месяц назад +1

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

  • @navd1488
    @navd1488 Месяц назад

    Sasha, what do you think about investing in S&P500 as opposed to Global work index when investing for long term say in your child's junior ISA?

  • @Sarahd440
    @Sarahd440 Месяц 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

  • @r0lfus
    @r0lfus Месяц назад

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

  • @udonhardware5178
    @udonhardware5178 Месяц 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.

  • @stuartthursfield4333
    @stuartthursfield4333 Месяц назад +2

    So shall I sell my tech stock index fund and pour it into the S&P 500?

    • @Atulia
      @Atulia Месяц назад

      No!

    • @ceerawlins3412
      @ceerawlins3412 Месяц назад

      I like russel 2000 more or growing small caps like sofi

  • @RichardEnglander
    @RichardEnglander Месяц назад +1

    The AI driving solution is the same as that for autonomous robots.
    When Tesla robot comes out stonks gonna fly.

  • @PeteTheRock71
    @PeteTheRock71 Месяц 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 Месяц назад

      look up Raoul Pal everything code and be enlightened

    • @ilya6355
      @ilya6355 Месяц назад +6

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

    • @andrewharris3900
      @andrewharris3900 Месяц назад

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

    • @shellyperera2010
      @shellyperera2010 Месяц назад

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

    • @PeteTheRock71
      @PeteTheRock71 Месяц 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

  • @shibafujiwatches2808
    @shibafujiwatches2808 Месяц назад

    Another great video. 👍

  • @elieassaad7410
    @elieassaad7410 Месяц назад

    What's your favorite stocks ?

  • @mitchdean6024
    @mitchdean6024 Месяц назад +1

    Amazing video as always Sacha. What ETFs can I invest in that exclude AI companies?
    Also does anyone recommend an investment app for me. I live in Malta, so cannot open an ISA :(

  • @alexp7176
    @alexp7176 Месяц назад

    Nice video. Completely agree with your assessment of the market. Are you still looking at advertising revenue and any plans for some content covering good value propositions?

  • @maxkaliber174
    @maxkaliber174 Месяц назад +1

    What about Intel?

  • @technopigua1709
    @technopigua1709 Месяц 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.

  • @martinmccullough5788
    @martinmccullough5788 Месяц назад

    As always a great video Sasha , do you have any stock recommendations we should maybe take look at refs subject . I promise I won't take it as financial advice .

  • @Ataraxia_Atom
    @Ataraxia_Atom Месяц назад +3

    Literally thinking the same thing and reinvesting in the SP500

  • @jibcot8541
    @jibcot8541 Месяц назад

    The limiting factor for compute may well be the number of power plants able to power them.

  • @FreaksSpeaks
    @FreaksSpeaks Месяц назад +3

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

  • @raymccue4311
    @raymccue4311 Месяц назад

    Thanks

  • @robertbogott8304
    @robertbogott8304 Месяц назад +1

    hey, great video as always. I'ma big fan.
    Can you make a video about ETFs that you would recommend that are not inflated or just mention 5-10 stocks that is under everyone's radar?

    • @Darknives
      @Darknives Месяц назад

      There's no real under the radar stocks. You will always lose money compared to jus investing in index

  • @Youareindenial
    @Youareindenial Месяц 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.

  • @ceriseathina298
    @ceriseathina298 Месяц назад

    Which stocks are likely to fly like Nvidia do you think?

  • @lynchs2441
    @lynchs2441 Месяц назад

    Such a great video, thank you :)

  • @sinematographers3344
    @sinematographers3344 Месяц назад +1

    Love Sasha's content and delivery. Particularly relevant as i am guilty of all described, but an early investor in Ai inc BTC. Erm Sasha 2010 BTC mining ? i need to hear that story...