These types of videos - info without hype or narrative - are super helpful for learning and sanity checking myself. Thanks!
@michaeloconnor668312 сағат бұрын
Passive bid is all that matters, Mike is right
@mariadsa70320 сағат бұрын
affair with teachers daughter book available on aamzon is very well writen My liquid became hot reading it 😂😂
@frankli784821 сағат бұрын
Thank you
@aconsideredmomentКүн бұрын
Nor should banks hold enough money to pay out every account at once. That is not the issue. The issue is unregulated and rule violating financial institutions that act without accountability because they will be bailed out at taxpayer expense. Moral hazard history. Two sets of books. Two sets of rules.
@DBrianAshbyКүн бұрын
42:45
@lexi-conbyКүн бұрын
Thx for the video. Still dunno why analysts say sp500 will broaden out? What’s the catalyst for that?
@andrew1851Күн бұрын
Hope that 10 year yield has topped out. IF that happens, it will be good for breadth.
@thaboogКүн бұрын
Valuation
@ExcessReturns18 сағат бұрын
One reason that could happen is if the gap in earnings growth rate between the Mag 7 and everyone else starts to narrow.
@lexi-conby16 сағат бұрын
@@thaboog is valuation considered a catalyst?
@thaboog16 сағат бұрын
@lexi-conby valuation drives long-term returns
@TufasКүн бұрын
Congratulations on the 25000! As to Trump and policy from the fringes inwards: It is one of the oldest sales tactics. Want to have a very right wing candidate for attorney general? Just appoint the most insane person you know, get the inevitable backlash and then put the candidate forward you wanted in the first place as replacement. "At least it's not Most Insane Person" "At least there are some grown-ups in the administration who can prevent the worst" "Public pressure can prevent the worst, as media we still have influence" Media and electorate play into it every time, it keeps working, why change tactic?
@MucahitEsin-o6lКүн бұрын
I bought 5000 XAI317K couple hours ago and I’m pretty happy with what it’s doing so far
@TovaBaker-e8iКүн бұрын
In my humble opinion the top for this cycle will be XAI317K
@AliMedihaКүн бұрын
All those institutional investors should be buying XAI317K
@BulaMoncadaКүн бұрын
IT'S OVER!!! TIME SO SELL EVERYTHING AND BUY XAI317K FROM ELON Musk!!!!!!
@ShawnaPolandКүн бұрын
THIS is When XAI317K Will Explode! 💰💰💰
@dameayoКүн бұрын
A very wise insight from one of the very best in the corporate finance space.
@ianchui77112 күн бұрын
The four pillars are growth, inflation, risk premium, flow/positioning. 17:00
@uncomplicatedi2 күн бұрын
Powell was hawkish and blew things up 2 whole days before the big op ex. Op ex was positive
@uncomplicatedi2 күн бұрын
Love the content. The insights are fantastic.
@ExcessReturnsКүн бұрын
Thank you!
@TonyYip2 күн бұрын
Where can I find the “Dan piece on persistent alpha”?
@ExcessReturnsКүн бұрын
You can find it here: mailchi.mp/verdadcap/persistent-alpha-lessons-from-the-pod-shops
@timm89062 күн бұрын
Thank you
@mohanvalrani3 күн бұрын
Wonderful interview
@ExcessReturns2 күн бұрын
Thank you!
@CaleHeintz3 күн бұрын
This is great! I always love to hear a new perspective. Jacob is really getting me thinking on how to rethink my valuation process. I love "Classic measures of valuation and quality have degraded in terms of their ability to be used for stock picking" in terms of companies employing high levels of intangibles. Keep with the great and original content.
@ExcessReturns3 күн бұрын
Thank you!
@WriterandPhotographer3 күн бұрын
Having "value investing" in the title of your video caught my attention. Despite growth outperforming in the past decade, I have always been a fan of value investing. Although this may be a bit of a financial-nerd discussion for some people, for those who understand the implications within an evolving high-tech world, it is important for people to understand. I spent 26 years in financial services, 15 as a triple-principal, and then 17 years ghost-writing for advisor practices and financial service firms. I have a new book for younger people coming out the first quarter of 2025 on growing wealth, so although specific investment strategies will be more broad in the book, this is a great topic that focuses on the realities of valuations in the era of big tech and the growing influence of intangible assets. I have given a lot of thought to this evolution in valuation in recent years, but Jacob expands upon it nicely.
@ExcessReturns3 күн бұрын
Thank you for watching!
@MeBee-fl2ow3 күн бұрын
Lot of blabla. Sorry to say that
@TylerMcConnell4 күн бұрын
Eat your vegetables, is basically his advice.
@knakered92384 күн бұрын
Embrace shaving off your head hair - call it baldness if it's easier for you - it's brilliant, masculine, and sexy!
@SariWebb-x7q4 күн бұрын
My portfolio consists majorly of BeamX, XAI401C, turbo, ATH, HBAR and some other coins…
@WILBURNTully4 күн бұрын
Sold all my xrp yesterday and bought XAI401C
@DaleLoy4 күн бұрын
Thank you. I love all the hard work you provide. XAI401C Forever!
@MetinErsen-r3m4 күн бұрын
Once $XAI401C breaks key resistance at $1.2 and $1.5 it's flying much higher!! 🚀
@TOMMYClouse-t5q4 күн бұрын
THIS is When XAI401C Will Explode! 💰💰💰
@DarleneAntonio-u1x4 күн бұрын
Normies sleeping on XAI401C. We literally have Andrew tate promoting us.
@ROOSEVELTWood-l3n4 күн бұрын
Do not sleep on XAI401C people
@PinarRefik4 күн бұрын
Forget Shiba and Dogecoin. The next Bull runner gonna be XAI401C
@SUNGHolcombe4 күн бұрын
Just saw your videos and bought XAI401C yesterday.....its up 24% today talk about timing......Thanks
@GulizSemih4 күн бұрын
I’m putting EVERYTHING in XAI401C …. ALL IN BABY
@BurcuUmit-t4b4 күн бұрын
All those institutional investors should be buying XAI401C
@KlaraNation4 күн бұрын
I’m buying XAI401C🤑
@EsraDilek-k8j4 күн бұрын
XAI401C GOT APPROVAL! XAI401C TO THE MOON!!!!!
@SimgeCeyhan-m8x4 күн бұрын
IT'S OVER!!! TIME SO SELL EVERYTHING AND BUY XAI401C FROM ELON Musk!!!!!!
@TAYLOREthridge-v3b4 күн бұрын
Let's go XAI401C 📈🐸💯
@ilknurTaner-t6e4 күн бұрын
SUI and XAI401C are my top performers. 🚀
@Bahriilkay4 күн бұрын
I took .5 ETH and bought XAI401C. Doubled my money and got my ETH back. Now I'm in 4 coins for free and up significantly.
@ElaneRoque-r1o4 күн бұрын
Good day!!! I think XAI401C will hit the 0.55 to 0.60 usd in December. 🎉
@SeeRusso4 күн бұрын
XAI401C going up like crazy! Pick up around 0.67 and now it’s hit $1! I wish i had bought more!
@FlorettaMajor4 күн бұрын
I sold everything and bought XAI401C on the dip! Holding until 20B! The best way to get millions during bullrun IMHO!
@FundaMutlu-d5j4 күн бұрын
Good news XAI401C will be added to Binance 🚀🚀
@richardhoesten5 күн бұрын
50:20 I'm pretty worried about the next few years, but I can't predict the future so I'm being prudent and keeping 80% of my portfolio in equities. The rest is going into buying long-dated S&P index puts ;D
@tacocruiser42386 күн бұрын
Historically, the best way to gain exposure to China was to buy stocks of Australian mining companies.
@alejandroabad-pablo78136 күн бұрын
Great piece of advice, liked and subscribed ! 👍🏽
@ExcessReturns6 күн бұрын
Thank you!
@jamesmorris9136 күн бұрын
I heard another commentator sum it up very well.."Europe is a museum, Japan is a nursing home, China is a jail..unless those dynamics change, OF COURSE, I'm only investing in the U.S." Makes perfect sense to me, too.
17 сағат бұрын
...and all of it is reflected in valuations. Strong economy doesn't mean big gains on stockmarket. There is actually no correlation beetween GDP and stock market return. You can make lots of money on bad companies if you can get them cheaply. And you can Loose money on the best stock, if you buy it for too much.