Something that Damo touched on at the end of the podcast was that he has a small amount in induvial stocks. how many hours would you say that damo should spend on each stock in his fun portfolio? if say, his fun portfolio makes up 10% of his total holdings. as I'm also interested in building a small fun portfolio.
Oh my gosh, this is so cool, this is like two of my worlds colliding. I've watched these videos for a while and have known Sasha for years. Great podcast! 😁
I don't personally see Sasha beating the market long term even with so much research. There's been thousands of people who believe they have the "formula" to pick the right stocks but very few actually do well long term. It's clear Sasha is a very intelligent and analytical person but no matter how much research you do investing and stocks are emotional and are effected by so many factors not just the bear numbers/market data. Hence why very few people are able to beat the market.
I started investing around 4 months ago, I focused only on individual stocks, I so far have a 9.8% gain with around a 5% dividend. I'm so glad I started on this journey and look forward to how it all turns out next year.
Maybe, if you have loads of money to put to work, and you want to make sure you're investing it in only the very best stocks, then maybe Sasha's approach is a good one. But for most of us it's just drastic overkill. Sorry Sasha.
I'd agree that most people shouldn't be putting huge amounts of money into individual stocks and people would be better off holding an ETF for 15yrs rather than one or two stocks over the same time period. That said, I think it's fine to buy stocks for a short term hold 1/2 years. When you're only looking to potentially hold a stock for 1/2 years I don't think all the research he mentioned is necessary. There's plenty of information available to help you decide whether to purchase or not. I really think that you only need extensive research if you're planning on spending five figures or holding for 10+ years
Amazing video, I’ve learned a lot. Sasha does a lot of what I do when buying stocks but considering his wisdom I have been incredibly lazy. I attend the shareholder meetings but rarely read the 10Q. I guess I have been quite lucky in my journey but I’m also very lucky to have the mentality and his story of the senior bank exec buying at the bottom is a great way to get that mentality across.
Im not a chartist but sometimes no matter how much research you do the market just does things based on sentiment and algorithmic buying and selling. It can be observed thatstocks and even funds hit a previous high and drop back often to the correct penny. If thats the case for the average wannabe stock picker its better to just gamble lol. Maybe just have a small amount in a beat the market account
Timing the market isn’t for me. I just pick stock that I have done some research on and stick with them for at least 20 years as I don’t plan on selling them until I retire.
Good video but...he didn't Follow up that he sold out of amd...only for it the go from 100 to 121 %18up...sometimes it is just luck in stocks at what on trend....
Love your podcast once again, but DAMO over talked when he was explaining what 10q and 10ks are. Can you not do that please as it made it harder to understand. I had to google it instead
Personally not keen on this episode. Felt like an hour of Sasha saying how much hard work it is and how amazing he is not like the normal man... rather than actually informing the listener. I saw the Jason Butler pod get some criticism but I felt like that one was more direct honesty rather than this boastful waffle, and I left the previous one feeling like I learnt something unlike this one. But keep up the good work lads! ❤
Opposite, He is saying if you want to buy individual stocks, you better understand how involved and time consuming it is and basically you won’t beat the market. He puts a lot of time into this and with his own models plus he is worked in industry and has maths background. But, we all want the excitement and can’t help ourselves trying to own stocks.
Love how this channel is growing mate. Its getting better and better, and genuinely, so useful. Also nice to have some youtubers representing finance from a UK perspective for a change. ...and fuck me, Sasha's brain is intimidating!
So why invest in an index fund now when thete overly inflated by a few companies and when you buy the funds they have alot of money in these companies not the ones that might double etc
Sasha: Invests in Tesla based on hours of research & "models". Says other companies will go out of business who do not get involved with EV. Sasha: No mention of the data around infrastructure not being able to handle mass EV adoption & the limits of lithium production on a large scale. Just another stock picking "expert". granted much more intelligent than the others such as Financial Education but will ultimately end up in the same position of under performing the market long term at best and loosing a lot of other peoples money who follow his beliefs at worst.
Care to show your own research on why we can’t handle mass use of EVs? Can you also share your source on why the production of Lithium is limited when introduced to large scale? Have you researched how we can recycle 99% of battery materials lithium included so it’s more a case of mining a small supply each year but recycling the majority.
Additionally, why would he go into depth why a particular pick would be bad or good. He is giving an overview and doing it really well. If this is what you take away from a really well rounded interview then you really are missing the forest for the trees and I’d suggest you stick to a global index.
@@creators1000 I'm sure you have access to google and this very platform. Just because a material can be recycled does not make it economical to do so.
@@CraveThatCoin okay so you have provided no source to back up your claims. I have countless hours researching EV charging pressure on our grids. Globally and national for my own country. All of them when you compare to oil is lesser. There will be a growing amount of pressure but all it will be is growing pains and we will overcome. To your lithium point, Tesla itself has opened up a mine in America and plans to produce it themselves. I think I’ll listen to the billion dollar company displacing the dinosaur rather than some chump in a RUclips comment section.
I'm not convinced that being a good stock picker requires you to put in all the effort Sasha describes. Others have already done most of that work for you, and that is reflected in the stock price. All a good stock picker needs to do is identify value that is not priced in. What is required here is novel thinking, which is easier said than done but isn't necessarily a time consuming task.
@lynchs2441 what I'm saying is that stock prices generally reflect all the due diligence Sasha describes, except the valuation assigned by the due diligence of market participants overall is likely to be much more accurate than the valuation that Sasha (or you or I) reach. If you want to identify value, then you have to be looking for it in areas that most other market participants aren't looking. I'm not saying that this is easy or that I'm able to do it, I'm just saying that you can skip most of Sasha's steps. Personally, I just accept that asset prices accurately reflect asset value for the most part, and therefore buy cheap index funds.
The sheer amount of Financial snobbery in this video is unreal. This “I’m always right and everyone else is an idiot” mentality is textbook Oxbridge arrogance.
@@TomWhitehead1998 Id much rather listen to someone humble enough to talk about the mistakes they’ve made. I don’t care how much TA you do, how Autistic you are or how magical a ‘Model’ you have we’re all trying to bat .550. Dude just comes across as a Douchey know it all
Agree with this. The irony is, I didn't actually get any value from any of his answers at all. He pretty much just blinded the hosts with terrible answers and complexity and the only time he was questioned on valuing Tesla started talking about how much each car would cost to make around the world. As if he would have any clue about that! What a joke.
Another insightful episode! I currently subscribe to this, Shasha, Damian Talks Money and James Shack. Any other financial/investing/pension podcasts or RUclips channels that are recommended please?
Total garbage.... ONLY KIDDING . nice one guys. Always good to get some insight on another youtuber. (and yes I follow sasha too lol ). Hope the hangovers won't be felt tomorrow :)
Blah blah valuing a stock isn’t a rocket science and you don’t have to have a fucking degree to do it.. nor to learn it. If you want it, you can do it. Takes a bit of time and patience. There’s hundreds of stocks which outperform ETFs and am sick of saying most people shouldn’t be picking individual stocks (true if you’re idiot investing in penny stocks), you’re just told on and on and on to invest in sp500… by a 90+ year old dinosaur who can’t understand cryptocurrencies 🤷♂️ learn, take time, do your research, dig deep and you’ll be fine.
Thank you so much for having me on the podcast! Was amazing to see how it's made from the inside :) 👍
Our pleasure!
Orsted 🤷🏼♂️🤔
Did you analyse FTX with these criteria?
Something that Damo touched on at the end of the podcast was that he has a small amount in induvial stocks. how many hours would you say that damo should spend on each stock in his fun portfolio? if say, his fun portfolio makes up 10% of his total holdings. as I'm also interested in building a small fun portfolio.
I routinely watch Sasha's videos just to remind myself I do not have the knowledge to pick stocks. Boring global funds for me.
Oh my gosh, this is so cool, this is like two of my worlds colliding. I've watched these videos for a while and have known Sasha for years. Great podcast! 😁
I don't personally see Sasha beating the market long term even with so much research. There's been thousands of people who believe they have the "formula" to pick the right stocks but very few actually do well long term.
It's clear Sasha is a very intelligent and analytical person but no matter how much research you do investing and stocks are emotional and are effected by so many factors not just the bear numbers/market data. Hence why very few people are able to beat the market.
I started investing around 4 months ago, I focused only on individual stocks, I so far have a 9.8% gain with around a 5% dividend. I'm so glad I started on this journey and look forward to how it all turns out next year.
How many hours of the podcast were left on the cutting room floor to clear up Sasha's language 😂
Our editor is still recovering 😅
They must have put a swear box on the desk...tenner a F-bomb...it worked.
I watch both podcasts, really liking this one. “Investing won’t make rich, earn money then invest…” the penny dropped! Thanks Gents!
Maybe, if you have loads of money to put to work, and you want to make sure you're investing it in only the very best stocks, then maybe Sasha's approach is a good one.
But for most of us it's just drastic overkill. Sorry Sasha.
Great interview, but please Damian stop talking over guests. I know you're excited but I can't hear the answers 😂
Love this show, the hosts seem to ask the right questions at the right time and they have all my favorite finance youtubers on
Yes! The video we have been waiting for!
It had to happen eventually
I'd agree that most people shouldn't be putting huge amounts of money into individual stocks and people would be better off holding an ETF for 15yrs rather than one or two stocks over the same time period. That said, I think it's fine to buy stocks for a short term hold 1/2 years.
When you're only looking to potentially hold a stock for 1/2 years I don't think all the research he mentioned is necessary. There's plenty of information available to help you decide whether to purchase or not. I really think that you only need extensive research if you're planning on spending five figures or holding for 10+ years
Absolutely fuck doing all that
Think I'll just chuck it in an index
I love what sasha said and hes spot on. Just work to increase your income and have more money to invest in an index fund
Up to this day, I still don’t know how to nvest in stocks…Is it me, or are people not showing all the steps?
My 2 favourite fiscal youtubers in the same vid, sweet 😁
Amazing video, I’ve learned a lot. Sasha does a lot of what I do when buying stocks but considering his wisdom I have been incredibly lazy. I attend the shareholder meetings but rarely read the 10Q. I guess I have been quite lucky in my journey but I’m also very lucky to have the mentality and his story of the senior bank exec buying at the bottom is a great way to get that mentality across.
Felt like I wanted to hit the red button a few more times in this video x
I follow both of these guys. Sensible advice on both sides 👍
Im not a chartist but sometimes no matter how much research you do the market just does things based on sentiment and algorithmic buying and selling. It can be observed thatstocks and even funds hit a previous high and drop back often to the correct penny. If thats the case for the average wannabe stock picker its better to just gamble lol. Maybe just have a small amount in a beat the market account
Timing the market isn’t for me. I just pick stock that I have done some research on and stick with them for at least 20 years as I don’t plan on selling them until I retire.
Good video but...he didn't Follow up that he sold out of amd...only for it the go from 100 to 121 %18up...sometimes it is just luck in stocks at what on trend....
Exactly the same approach as always. I sold in the $107-108 range. I will never perfectly time a top - that is not the point.
Excellent discussion!
One of the best interviews ❤
Reading is all very well and good, Sasha Yanshin, what are you views of chartists ?
Love your podcast once again, but DAMO over talked when he was explaining what 10q and 10ks are. Can you not do that please as it made it harder to understand. I had to google it instead
Monte Carlo strategy: Instead of buying ETFs, you go to Monaco and put it all on Red....
This is not financial advice 👆
Black surely?
The man can talk!
Personally not keen on this episode. Felt like an hour of Sasha saying how much hard work it is and how amazing he is not like the normal man... rather than actually informing the listener. I saw the Jason Butler pod get some criticism but I felt like that one was more direct honesty rather than this boastful waffle, and I left the previous one feeling like I learnt something unlike this one. But keep up the good work lads! ❤
Brilliant guys a total mixture of investing 101
Thanks, glad you enjoyed it 🙏
Is Sasha saying normal investor should invest in ETF rather than beat the market?
Opposite, He is saying if you want to buy individual stocks, you better understand how involved and time consuming it is and basically you won’t beat the market. He puts a lot of time into this and with his own models plus he is worked in industry and has maths background. But, we all want the excitement and can’t help ourselves trying to own stocks.
Really good episode, thank you!
Love how this channel is growing mate. Its getting better and better, and genuinely, so useful.
Also nice to have some youtubers representing finance from a UK perspective for a change.
...and fuck me, Sasha's brain is intimidating!
So why invest in an index fund now when thete overly inflated by a few companies and when you buy the funds they have alot of money in these companies not the ones that might double etc
Diversification and risk mitigation
Sasha: Invests in Tesla based on hours of research & "models". Says other companies will go out of business who do not get involved with EV.
Sasha: No mention of the data around infrastructure not being able to handle mass EV adoption & the limits of lithium production on a large scale.
Just another stock picking "expert". granted much more intelligent than the others such as Financial Education but will ultimately end up in the same position of under performing the market long term at best and loosing a lot of other peoples money who follow his beliefs at worst.
Care to show your own research on why we can’t handle mass use of EVs? Can you also share your source on why the production of Lithium is limited when introduced to large scale? Have you researched how we can recycle 99% of battery materials lithium included so it’s more a case of mining a small supply each year but recycling the majority.
“Unforeseen energy pressures” he even says it’s a chance in his model
Additionally, why would he go into depth why a particular pick would be bad or good. He is giving an overview and doing it really well. If this is what you take away from a really well rounded interview then you really are missing the forest for the trees and I’d suggest you stick to a global index.
@@creators1000 I'm sure you have access to google and this very platform.
Just because a material can be recycled does not make it economical to do so.
@@CraveThatCoin okay so you have provided no source to back up your claims. I have countless hours researching EV charging pressure on our grids. Globally and national for my own country. All of them when you compare to oil is lesser. There will be a growing amount of pressure but all it will be is growing pains and we will overcome. To your lithium point, Tesla itself has opened up a mine in America and plans to produce it themselves. I think I’ll listen to the billion dollar company displacing the dinosaur rather than some chump in a RUclips comment section.
I'm not convinced that being a good stock picker requires you to put in all the effort Sasha describes. Others have already done most of that work for you, and that is reflected in the stock price. All a good stock picker needs to do is identify value that is not priced in. What is required here is novel thinking, which is easier said than done but isn't necessarily a time consuming task.
How do you identify value that is not priced in without diligence? It sounds like gamble, sorry. At the end "Mr. Market does not give a s***"
@lynchs2441 what I'm saying is that stock prices generally reflect all the due diligence Sasha describes, except the valuation assigned by the due diligence of market participants overall is likely to be much more accurate than the valuation that Sasha (or you or I) reach. If you want to identify value, then you have to be looking for it in areas that most other market participants aren't looking. I'm not saying that this is easy or that I'm able to do it, I'm just saying that you can skip most of Sasha's steps. Personally, I just accept that asset prices accurately reflect asset value for the most part, and therefore buy cheap index funds.
best ep yet
This guy is unhinged.
Sasha is rocking the homeless look today!
come on Daniel, that's not very kind 😀
Sasha is the man, love his channel! Just needs to brush his hair once in a while!
The sheer amount of Financial snobbery in this video is unreal.
This “I’m always right and everyone else is an idiot” mentality is textbook Oxbridge arrogance.
@@TomWhitehead1998 Id much rather listen to someone humble enough to talk about the mistakes they’ve made.
I don’t care how much TA you do, how Autistic you are or how magical a ‘Model’ you have we’re all trying to bat .550. Dude just comes across as a Douchey know it all
Agree with this. The irony is, I didn't actually get any value from any of his answers at all. He pretty much just blinded the hosts with terrible answers and complexity and the only time he was questioned on valuing Tesla started talking about how much each car would cost to make around the world. As if he would have any clue about that!
What a joke.
👍👍
Didn’t the guy predict that Palantir will reach $81 based off his model lol?
These vids make me realise how intelegent you guys are
Wondered where you were going with the dog flavoured........
Another insightful episode! I currently subscribe to this, Shasha, Damian Talks Money and James Shack. Any other financial/investing/pension podcasts or RUclips channels that are recommended please?
Pensioncraft is another great one👍
Pensioncraft and meaningful money 😁
New Money is on my list to yours mentioned
Yaay Sasha!!
It was only a matter of time 😀
Figured he was talking about Empire Metals (EEE) at 40:25 🤑
Sasha!
how could we not?
First!!
so close...
And with a not bad finance channel yourself, enjoy your work dude!
The f-bomb guy, no bs chat loading….
This is bigger than DC and Marvel both on the same movie.
You're sat in different places it's spinning me out!
T has been promoted to the captain's chair
@@MakingMoneyPodcast sounds fair. Crypto King on the back of it right
This just had to happen. Great podcast guys and thank you for your time and effort 👌
🧂
🍟
Wowowee, what handsome chaps. My favourite bit is where you talk about finance.
too kind 🙏
1st?
Rapid!
Total garbage.... ONLY KIDDING . nice one guys. Always good to get some insight on another youtuber. (and yes I follow sasha too lol ). Hope the hangovers won't be felt tomorrow :)
So much insite brill
Great video 👍 but please, stop talking over each other
You can't get any guests on your podcast so you might as well get one of your own. I am sure Yanshin did not ask for an appearance fee.
His fee was a few cheeky beers down the pub!
Is this going to be the swearyist pod so far?
We think we were on pretty good behaviour
Blah blah valuing a stock isn’t a rocket science and you don’t have to have a fucking degree to do it.. nor to learn it. If you want it, you can do it. Takes a bit of time and patience. There’s hundreds of stocks which outperform ETFs and am sick of saying most people shouldn’t be picking individual stocks (true if you’re idiot investing in penny stocks), you’re just told on and on and on to invest in sp500… by a 90+ year old dinosaur who can’t understand cryptocurrencies 🤷♂️ learn, take time, do your research, dig deep and you’ll be fine.
The guy is full of crap, really disappointed that Damien has anything to do with him.
Almost took you seriously. And then you mentioned crypto 😂
@@scottmyers9850 no one asked about your opinion, almost cared what you thought… oh wait no, I did not
@@MATIvmr lmao bitcoin freak says what.
90+ year old dinosaur? 😂😂😂😂 Come back in 50 years and prove your 20%+ yearly returns 😂😂😂😂
Man it threw me off seeing You both in opposite seats