It's a Long Way to the Top, T.N.T. 1975

00:00 - Quantitative Easing

Any deferred consumption in our everything now society is good, even if you lose money just the idea of deferring some consumption today in hopes of generating a return for later is a good thing.

I love listening to these and hearing your process. As you said, I'm not looking for the answer. I want to know how YOU came up with your theories and hypotheses. Please continue this format.

5% TSLA & 5% IBIT... 90% Internationally diversified roughly around the 70/30 area. Great episode!

For the next Q&A...Can someone help me understand why ETF's are tax efficient? Is it because an index-replicating strategy would result in capital gains due to the rebalancing of the index? And how come mutual funds are nót tax efficient?

On the reducing the gambling aspect of investing Jesse Livermore realized he had a gambling problem so after one of the times he lost everything, upon making a new fortune he placed a significant amount of his current fortune in a trust whose money he couldn't touch to take care of his family no matter what if he went broke again which he did eventually.

42:17 Should investors care about the presidential election?? HELL YEAH, you fools!! The Republicans are full Fascist now. No more Lincolns, Roosevelts and Eisenhowers in that party anymore. You want to be able to live in freedom with those winnings you take from the market, yes? VOTE DEMOCRAT! VOTE BLUE! At least they will spend and those US Dollars power the economy and make the market go up up and away! Cmon guys. Seriously?!

Good episode. Thank you.

What's the most common winning investment strategy for a new beginner?

I'm favoured $130k every 4 weeks! I now have a good house and can afford anything and also support my family❤❤❤

Interesting books on the shelf

one thing you forgot to mention is tha the short-term investments in T-Bill increased by 2x billion and currently is less than 15.3 billion and it would generate less than 7.x billion and most of its cash reserve is in fact to meet near-term liquidity. and most companies are not as optimally investable with P/E ratios over 15 while the adjusted cash flow is not sufficient to repay back to shareholders after deduction of employee compensation and capital expenditure.

The problem with BRK is that it cannot develop a business from scratch like amazon or MSFT. This is a huge waste of capital especially as governments are making mergers less and less legal !

Greg Able sat next to Warren in the meeting Warren asked for his input but said: "Charlie ?" from out of habit so Able replied: "I have nothing to add" which drew laughter from the attendees.

Andy is clueless. He is currently short bonds, stocks, and Apple. He is getting blasted very very badly. His calls are almost always wrong. Usually the market moves the other way as soon as he makes a call. He posts stupid meme's and pretends like he is smart or has gotten something right when he has been badly wrong. He is just trying to fleece people for subscriptions. He is obviously a paper trader because he would be flat broke if he followed his own advice.

I like listening to Cem but I strongly disagree that sending money to planet Palo Alto was/is deflationary. Those are monopolies and monopolies are inflationary

Thanks Jack!

RIP Jim Simons

Very beneficial thank you. Appreciate you guys.

Can't wait to tell my gf that this podcast recommended I diversify into polygamy to minimize my potential heartbreak

Wonderful interviews

Jerry is the wealth of wisdom and experience!

6:00 Matt “unnecessarily gave Uncle Sam money”… what in the Sam Hill are you talking about? You keep on saying this bit about “Uncle Sam” in regards to taxes. I’m an 11th generation American, and I’ve never heard something so Unamerican in my life as not wanting to pay your taxes. Are you some kind of radical, Matt? Are you some kind of libertarian, Matt? What is your deal with taxes? Why are you being Unamerican about taxes? Do you even do your own taxes? I do. Do you even know how government spending and government investing work? What’s this bee in your bonnet that you’ve got with the Unamerican act of being against paying taxes? What’s with that, Matt?

Awesome!

This second guest seems to be a pessimistic, butcher. He’s definitely not in the Warren Buffet camp.

...... SLOW DOWN!

Nvidia is like envy in english, Invidia in Latin and zilévo in Greek. Nvidia is one of the 7 Deadly Sins

Surprised there haven't been more views

Great job

To the gentleman who was so impressed that the hedge fund manager can make “sea change” decisions overnight, please be careful! Your colleague rightly pointed out that we tend to get conflicting information about everything every other day. Cheers.

Enjoy your vids, but audio is out of sync (especially Justin's) as it goes on for this one.

I'm new to investing, and I've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.

Facts and Attacks will not change minds. It’s how you make them feel that will

Thanks, Cem, nice work. Andy, meh.

Thanks for the Update on the Audio, Cheers

Funny, honest, and reasonable, Elliot is the best commentator I have found.

As fed cuts the front end, the back end may not decline.

Good comment from Cullen about political situation. Seems like a common issue in most Anglo countries these days.

Thanks! @BobEUnlimited is one of the few people who has a great handle on what's actually going on w macro & markets

Mike presents the most common sense approach to USA economics I have ever heard. Fabulous interview!

53:59 -- policy makers will intervene in MAY to make numbers go up, got it Andy, reading you loud and clear

28:49 capital flight?? Huh?? What a nonsense concept

26:50 there’s no debt crisis Jack and Bob. The debt is our financial wealth. It’s obvious to see. I look at those pretty dollar bills that I’ve got and I can see that the government debt (cash, reserves & securities) are my financial wealth… and then add to that all those real goodies I get to buy with all those pretty dollars… you know this

"Felonious" or "Nefarious" Dale?

19:03 what are these “random academic theories” you speak of? Name names

3:00 Hey Bob, the inflation rate is above the Fed’s target of 2% because the Fed has set its Fed Funds Rate above 2%, to 5.25%-5.5%! The Fed Funds rate is the rate of inflation, a continuous increase in the price level… that’s what the Fed Funds rate does, continuously increase the price level… cmon now, you know that, right?

Mr Green you are one the smartest people that I I have listen to. You should run for president

26:55 healthcare is easy to figure out. Lower the eligibility for Medicare from 65 to 0. Done! Next?!

16:15 The Budget Deficit is too small. We need a Transition Job program (Employer of last resort) in order to have a price anchor. The National Debt is Our Credit in the form of Cash, Bank Reserves, and Treasury Securities… I’ll take more please.