Jesse Felder: Warren Buffett & CEOs Are Cashing Out-Markets at Risk!

[@Ji-Min-j7b]

Buffet was also selling when the pandemic hit, a great entry point for people of my generation (30s, 40s) and a great period for stocks overall. My question is do you think it's a good time to consider selling some stocks too? I’m considering rebalancing my $2M portfolios and curious for the best strategies to do so.

[@JacobFest]

Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.

[@mikeroper353]

@@JefferyDuns Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

[@JefferyDuns]

I've stuck with SOPHIE LYNN CARRABUS before the pandemic, and her performance has been consistently impressive. She’s quite known in her field with over two decades of experience, simply look her up.

[@PatrickLloyd-]

Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.

[@jimmalmstrom6593]

Jesse is a keen observer of the markets and economy and clearly a smart guy - so why does he consistently come to the wrong conclusions? It's because, like a lot of guys and gals that made their mark (and money) during crashes, he always sees another one coming. And those that follow him miss out on out-sized gains for YEARS and years. I know, I used to be one of 'em and I sounded so smart - or thought I did. The truth is there is no substitute for our system here in the U.S. and also no shortage of quality professional management to run the best companies with massive network effects. There's also the debasement of our currency (not inflation - that's year-over-year rise in consumer prices) that is reducing the denominator by which our assets are valued. As the value of the dollar gets eroded, it serves to elevate asset prices. It explains stocks, real estate, gold, Bitcoin, collectibles, etc. all going up.

[@omrit2]

Exactly. We'll said. I suspect he knows he's wrong but is already too entrenched in his short positions, and has to talk his books.

[@jimmalmstrom6593]

@@omrit2 He’s been so bearish for so long it’s silly. You Tube is full of them ‘cause bad news sells.

[@stevesmith8155]

I always appreciate listening to Jesse. A breathe of fresh thinking, not confused with layers of BS hype, words and ideas. Whew! Thanks for the straight talk.

[@Wealthion]

Jesse is great and indeed a straight shooter. Thank you for watching.

[@io-fu9zn]

Incidentally, those wonderful looking job figures are mostly people taking on second jobs per household to pay their rent, house payments, grocery, and energy bills. A lot of those jobs are a single person duplicating a job for these reasons.

[@YoneCortopassi]

aistockadvisor AI fixes this. Warren Buffett, CEOs cashing out.

[@gen-X-trader]

That intro was great, he's like over the past year I've been too bearish on the economy, so let me tell you why I'm bearish now 😂

[@dzl888]

So why do we need to believe him now?😂

[@goodyearspokane]

Yeah he will be same again next year

[@vijayvarade8077]

He will be right eventually , it may take a decade or two .

[@joeysocks5718]

Awesome interview

[@Wealthion]

Thank you! And thank you for watching.

[@nozrep]

Jess Felder one my favorite stocks guys! changed the way i think about markets listening to him!

[@terrellprice8013]

Did Warren tell you directly or did you assume Warren feels this way?

[@ElainEmail-m7q]

Cash is abundant among the super rich , they don't hurry and don't do the timing method. Meanwhile, majority of the working class populations don't hurry nor do the timing because many of them are only a few hundred dollars away from being financially broke . The message is : CASH is abundant held by the super rich but CASH is little held by working class.

[@wtpwtp]

What is the podcast name? Is it on KZbin?

[@nikolaussoundso]

I only see it on Spotify but the last episode summer 2023

[@GM4ThePeople]

JF was bringin' it, great stuff. o/

[@lawrencesmith9059]

apple, walmart, starbucks are all way overpriced.

[@WhaleEye-r4e]

As soon as he said John Hussman was a friend, I tuned out.

[@HS-PGA]

I’m not a genius or even remotely clever . But if the ones who are are holding 30% cash … well that’s what I’m doing . Protect the capital base . The sun always comes up tomorrow and another opportunity.

[@hansschotterradler3772]

I have been 25 to 30% in cash since S&P reached ~ 4200. Now we need a 30% correction to get back to these levels. I'm happy with the return from the remaining 70%. And I earned 5.25% interest on that money.

[@chrish9311]

Better to hold gold, as currencies continue to debase

[@HS-PGA]

@@chrish9311 how quickly can you cash in your gold to take up opportunities especially if gold also falls in the short term in the midst of a correction ( P.s this is not a gotcha question genuinely keen to learn ☺️)

[@masterstacker2833]

Very insightful. Well worth watching.

[@pathologicaldoubt]

New Jesse Felder interview? I’m in.

[@danielwoolman8969]

If the big money is cashing out who is doing the buying to drive all This up?

[@jeffhogueison1656]

It not really going up anymore. Residual momentum from lesser traders. Correction is pretty much here

[@RonAlfonse-t7y]

Retail investors. Average Joe. 7 trillion on the sidelines in money markets.

[@CrashBr0]

Retail always gets in at the end of the cycle, before the downturn.

[@benzun9600]

​@@jeffhogueison1656 it's been going up last 16 months 😅

[@douglashughes2331]

Every pay day tons of money has to go into people's 401k. That money cant just sit there, it has to be invested according to standing orders in the person's 401k contract. So every week people are slamming billions of dollars into the market that has to be invested.

[@ghulamkashef3727]

I have been hearing that market will crash day after day. Have lost a lot of money sitting out. Very frustrating at this point.

[@MirkoRatar]

it's really crazy how nobody is talking about the book The Hidden Path to Manifesting Financial Power, it changed my life

[@michael-qp9xd]

The chart at 24:30 insider sellers/buyers - looks like maybe correlation only when very low then big market up. Chart showing many yrs in row with lots of selling but market still moving up.

[@Home123-zj9bb]

MV = PQ is now MV = P(-Q+QE), I rewrote the formula, original no longer applies. Q is decreasing. It requires QE velocity added to ( -Q) where manufacturing left. This is the economy in mathematical terms that economists should follow when doing calculations.

[@stevengross4113]

excellent, thanks

[@attitude928]

Is there much insider selling for gold and/or silver miners?

[@javamochafrap]

What percent is WB in cash?

[@stanmanmedia]

Great talk, very helpful. Let's admit that most of us don't know what we don't know when it comes to AI and how fast it will show results that affect our lives, productivity, new reaches in humanity etc. To say we're nowhere near the new evolution in AI vis-a-vis where we went quickly with internet is to assume a lot. But all great points and great data points. Thanks guys!!!

[@lepton31415]

another 100oz silver added to the stack

[@jeffreyharrison4045]

Thanks!

[@mmercato7174]

He doesnt really understand the markets...

[@astev52]

What is he getting wrong?

[@daw7773]

⁠@@astev52He does not consider the FED’s actions that influence the stock market momentum by stimulating the economy(e.g. stock bond purchases, rate changes,printing money). These are some of the reasons the stock market has been rising exponentially since 2010 with the exception of a couple of slightly down years and one major down turn in 2022.

[@astev52]

@@daw7773 Where did he say that "He does not consider the FED’s actions that influence the stock market momentum by stimulating the economy(e.g. stock bond purchases, rate changes,printing money)"? How do you know this?

[@MikeTzin-o7e]

You are talking out of uranus.

[@daw7773]

@@astev52 Yiu obviously missed my point, he did not mention the FEDs action's influencing the market momentum/corrections.

[@alanburge1680]

What is Jesse's X handle?

[@brickhunter9537]

Perma bear finding reasons to be bearish… while missing the bull market. 🙄

[@omrit2]

This dude has been consistently wrong for over a year with his bearishness. But he's doubling down nonetheless.

[@adrianryan5654]

Yeah but is the insider ratio down because they are selling or just that the buying has slowed down..?

[@jeffhogueison1656]

I thought when economic activity is low, there is less demand for oil

[@lawrencesmith9059]

Very smart guy. Oil is going down because investors realize that with Trump in office, oil production will increase and oil prices will drop. China is converting all its transportation to EVs and now those Chinese companies are moving outside China to other countries with very low priced cars. Look for EVs to dominate within 5 years (based on cheaper prices and longer range), so the energy mix is shifting. Electric energy generation is maybe the one area that is strong for energy.

[@stephenkutney9626]

Are you bullish on increasing coal and natural gas?

[@danc3977]

He talks about AI and doesn’t even mention Tesla 🙄

[@fascistphilosophy5649]

dollar is not an equity or commodity, it can't be 'overvalued'

[@kindlee3468]

Left side fear, right side bullish and never more

[@MrDCMiami]

Stocks are in a permanent bull market that will never end. Aside from institutions, the retail investors, pension funds, foreign capital, etc., you have the PPT which will intervene if the indices lose more than a few percent. August with the yen carry trade is the perfect example. A bear market in stocks in the truest sense is AGAINST THE LAW.

[@astev52]

That makes no sense, how exactly can a bare market be "AGAINST THE LAW"? What LAW will a bare market break and who will be prosecuted?

[@MrDCMiami]

@@astev52 It's a figure of speech. Wall Street has clearly declared bear markets off limits. With algorithms, it's very easy to manipulate markets with liquidity sloshing around. Just give the algos the type of data that will make them buy and any possible bear market is easily prevented. Just look at the charts for the last 16-20 years. This is clearly a managed market.

[@MrDCMiami]

@@astev52 It's a figure of speech. Wall Street has clearly declared bear markets off limits. With algorithms, it's very easy to manipulate markets with liquidity sloshing around. Just give the algos the type of data that will make them buy and any possible bear market is easily prevented. Just look at the charts for the last 16-20 years. This is clearly a managed market.

[@MuckyMucky-z3c]

It is so simple. look at bankruptcies rate. The data comes direct from the bankruptcy courts and is not manipulated. Also look at the large Household Survey data on full time private sector jobs. Both show recession has been occurring for many months. Other government data is adjusted so much it is meaningless.

[@perfectforce]

Impressive, a financial guy who is not bamboozled by the AI hype machine.

[@ctrl-shift-run8681]

Do earnings even matter? Where else are investors going to put their money, in a HYSA? But the Ruchir Sharma piece is interesting, because the US has been sucking in investments from other country stock markets exponentially since the pandemic.

[@andrasgergely1051]

Do you do thinking, body??? You are king, broooo😂😂😅😅

[@nozrep]

love how he says so many things that align with anti-woke anti-green energy investing paradigm but he’s so tactful with his words! i love it and i love his research! then he says oh yah i joined blue sky too. hahaha love it. maybe he’ll wake some people up over there. he might also make them angry if they figure he is saying what amounts to anti-green agenda market strategies(a good thing)

[@jeffreysnell1054]

It’s amazing to me that someone this smart and well-informed would believe that scaling up natural gas production here in the U.S. is a good idea. Climate change is real. The data is overwhelming. Everyone from the Pentagon to the World Bank to the Pope to major insurance companies agree: it’s time to reduce CO2 emissions, not ramp them up. You can be a fee market capitalist AND heed the laws of physics and the reality of atmospheric chemistry. The oil and gas industry are playing people like Jesse Felder like a drum.

[@markphillips9822]

Gold miners are so undervalued right now. Just going up IMO

[@davematsch5318]

Misinformation....Buffet doesn't have anymore insider trading?? You're joking right?😅

[@DebCampbell-z6l]

Or is this pull forward spending. I made several purchases before tariffs take effect. Why pay more later, stock up now and buy big items before price increases.

[@stephenkutney9626]

The reason for the insider selling is because that's how executives are paid.

[@jimbrown4640]

How does Trump want to de-value the dollar. He has NEVER said any such thing.

[@MrNatsuka]

Watch what he does not what he say.

[@ajg3768]

Hm, dollar is overvalued. Time to print more dollars.

[@scott7521]

If he thinks the markets and the dollar are overvalued then one has to give. Which is it? Either the markets go much higher with a weakened dollar or the dollar is about to explode higher; you can't have both forever.

[@Notrocketscience101]

If you look at u.s. home prices (inflation adjusted) relative to historical norms, you would’ve gotten out of Real Estate in about 1950 waiting for it to return to suppose bargain price. That’s an entire lifetime where you could’ve made the argument that Real Estate should be avoided. Perhaps the same is true of all other assets, they’ve been undervalued for a century. After all, if everybody knows stocks, I would perform all the other assets, and efficient market demands that they sell for higher prices until they aren’t such obvious money makers. The market is correctly, making them less of a sure thing.

[@benzun9600]

Wealthion has been bears since spy in 500s😅. I would not pay a nickel to their advisors

[@spiralizing]

He is very wrong about natural gas being "relatively clean", natural gas is terrible for the environment.

[@jimstrickland8653]

Right. Let's get back to coal.

[@johnB11ify]

There is no such thing as clean energy. It all creates a form of waste and pollution

[@emmanuelcadet3120]

They mean clean in relation to "x"

[@jeffreysnell1054]

It’s amazing to me that someone this smart and well-informed would believe that scaling up natural gas production here in the U.S. is a good idea. Climate change is real. The data is overwhelming. Everyone from the Pentagon to the World Bank to the Pope to major insurance companies agree: it’s time to reduce CO2 emissions, not ramp them up. You can be a fee market capitalist AND heed the laws of physics and the reality of atmospheric chemistry. The oil and gas industry are playing people like Jesse Felder like a drum.

[@The3rdTower]

Why would anyone hold Dollars when it is going down in relation to stocks? Has Warren Buffett lost his touch?

[@JoeButtcrack]

The dollar has lost 20% of its purchasing power since 2020. Thats an average of 5% per year. Now inflation is going back up and the fed has to cut again. So 5% inflation is the fed's new acceptable rate.

[@goodyearspokane]

Tom Lee says No

[@TyB.-to3ek]

Hes right, the magnificent 7 are not worth $18 TRILLION!!! Expect a huge correction and SOON!!!

[@firstnamem5467]

Warren Buffet is selling off since SP was at 3800. Now it's 6100. Lol using highly outdated metric.😂

[@Notjoefresh]

Bitcoin is a commodity now so looking good

[@Stonkings]

This guy loves Warren Buffet… yet doesn’t realize he doesn’t believe in diversification 🤭

[@janentomenkafka]

Ehm... Warren Buffet (Berkshire Hathaway) owns big chunks of DaVita (kidney care), Coca Cola, Chevron, Moodys, Kraft Heinz, American Express and others. It's not just Apple and Bank of America. Warren Buffet's problem is the size of his investment company. When you manage a fund that is worth about a trillion dollar, there's only a few big companies you can invest in. If Warren Buffet wanted to buy 10% of Chipotle (just an example) he would have to buy all the Chipotle shares that are offered on a daily basis, and do that for a few days. Halfway the first day the shares would already double in price 😁

[@fascistphilosophy5649]

this good bro, major indicator I don't even know how to follow. ... but I'll tell you what man: market ain't gonna crash as matter of national security, it's gonna grow 10-15% min annually. then Trump is gonna introduce some massively inflationary measures to front-run his restructuring that will just send the market higher forever 😉 betcha ain't no crash comin

[@sssssnake222]

Ugh, finally

[@bpd9660]

Buy gold.

[@d.bassett4598]

Your totally wrong!!!!

[@HumanityOutsourced]

Yeah they’re most likely buying bitcoin

[@johncollins9427]

Stagflation is the name & it will run to 2428..or more.....have fun

[@davidhemsted5372]

AI is BS

[@nicolaasprins5431]

What a bs; yeah in dollars it's IS much but in % of total assets of berkaway It IS in line with cash they always had. So nothing new. Just think normal; Big investments coming Up, strong dollar bringing more capital to the US, meaning more investments. A ver y strong US economy for the Next years. Big inlation IS always due to higher oíl price. With Trump lower oíl price IS to be expected. Euro down ,yen dow, brazilian real down, chinees yuan down:facts boys

[@fruitloops3718]

This guy is confusing.