The Fed Turns Hawkish: "We’re Done Cutting"

[@JosephCarlsonShow]

You can try out Qualtrim here: www.patreon.com/josephcarlson How to sign up for Qualtrim: First join the Patreon, once you have an active patreon membership, then simply create a Qualtrim account using the same email you used for Patreon. Your qualtrim account should then automatically validate after a few minutes. You can always send me a direct message on Patreon if you run into any issues. Patreon includes: - Access to Qualtrim.com - Over 100 Exclusive episodes (more added every week) - Discord community that I'm chatting on every day - Money-back guarantee, if you don't love it, you don't pay. Join over 6,500 other members and try it out, risk free.

[@dineshkumarmakarla8666]

I don't see any new videos on Patreon, last video was in 2022 is it just me or everyone else?

[@CJ-531]

I DM’d you about the Qualtrim access issue. Could you help with it?

[@JosephCarlsonShow]

@@dineshkumarmakarla8666 The videos are on the discord community, so you use the patreon to join the private discord.

[@elijahcabler]

Petition for Joseph to do a Bench Press video.

[@PedroTheChickenn]

Patreon exclusive please 😩

[@nicholas5396]

I'm in!

[@xPhotonzZ]

Yea we gotta get him into the gym bro mindset grind

[@duaneandrews3721]

I'm all for it. I've been wondering for over a year now how much use that bench gets.

[@olivierstultiens]

@@PedroTheChickennno for KZbin, we all want to enjoy

[@everceen]

Some economists are worried that the policies of Trump 2.0 will prove to be inflationary, with persistent pricing pressures causing me to panic, I’m unsure if I should hold or sell off stocks in my $180,000 portfolio.

[@fromthebirchwood]

there are strategies to avoid this irrational behavior in face of volatility, ideally financial advisors fit in, its your duty to do due diligence

[@andykuzman]

True, lot of folks downplay the role of advlsors until being burnt by their emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost for my business, hence researched for licensed professionals. Thankfully, I came across someone of utmost qualifications. Helped with the right direction to grow my reserve notwithstanding inflation, from $250k to $700k+ as of today.

[@justamanwithbeliefs]

@@andykuzman that's major! i'm a 40-year-old physician looking for financial/investment advice, I could really use such direction

[@andykuzman]

Karen Lynne Chess is the licensed FA I use. Just google the name. You’d find necessary details to work with and set up an appointment. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

[@J.woltz48]

I find this insightful, curiously inputted Karen Lynne Chess on the web and at once spotted her consulting page, she seems highly professional from her resumé ...

[@austinbar]

Sold TSLA in the early weeks of January at 250.08, Bought it back in April at 140.56. It might still go higher further tomorrow, I'm really comfortable with the price I paid, and was not willing to risk having it go higher with me on the sidelines. I also think we have a crash (of some size) coming, but I expect a short hard rise first. Big money wants a chance to sell for a profit. I think that explains the sudden surge in volume today. I guarantee my opinion is worth exactly what you paid for it.

[@rogerwheelers4322]

This is Interesting because i bought TSLA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.

[@joshbarney114]

When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.

[@FabioOdelega876]

I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?

[@joshbarney114]

I've experimented with a few over the past years, but I've stuck with ‘’Marisa Michelle Litwinsky” for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

[@FabioOdelega876]

Thank you for this tip. it was easy to find your coach. and I conducted thorough research on her credentials before scheduling a call with her. Based on her résumé, she appears to possess a high level of proficiency, and I am grateful for the opportunity to speak with her.

[@FSGallipoli]

I am a Amazon driver and amazon is plating both sides, I am employee when their rules have to be followed than I am contractor when I ask anything else. Amazon was harrasing, intimidating and firing the workers even talking to union. They pay us. We cant even take a bathroom break wothout asking the management yet I am a contractor. This whole private contractor scam has to change.

[@hamadayoko]

The interests of shareholders and employees are mostly opposed to each other, unless the market is so large that both can achieve exponential growth. This is why, if you believe in the potential of a company, you should never become its employee. An employee’s salary is a cost to the company, and to maximize profits, the company will inevitably optimize costs through various means-labor being the largest component. After all, all costs ultimately boil down to labor costs.

[@cloudyeight]

This is exactly when you would want to buy companies like VICI. As Buffett says, bad news provides great buying opportunities and the fundamentals are still great with them. It's trading at near record lows even when compared to when the 10-year yield was 5%. If you wait until the yields fall then it's too late, the price will already have appreciated.

[@2596mr]

it is the only exposure we need in real estate. if the property values go up, the stock automatically goes up.

[@ColbyBarradas]

His circle of competency is in tech. He wants high-quality, younger, more innovative companies. He has done very good in high quality stocks. Vici is high quality but it's not as innovative as all the other stocks in his portfolio. I think he might be getting slightly greedy for high gains. He's been selling stocks that diversified his portfolio.

[@JosephCarlsonShow]

To be clear, I didn't sell any shares today. I'm just deciding that I'm going to eventually move away from VICI to a company I believe can grow intrinsically faster. I plan on doing that at a more opportune time. But I like to give people advanced notice. I do think it's going to be much more difficult for VICI to grow over the next 10 years than it was over the past 5 with how interest rates and treasury yields are higher.

[@Steven-nz3rv]

@@JosephCarlsonShowthis is why we love your channel too! You always give your subscribers the heads up with your considerations

[@lefishe6869]

@@JosephCarlsonShowI’m so sorry that people don’t understand your transparency

[@kinghatred]

I don’t have to watch the video to know Joseph is not gonna sell a single share of his portfolio, he’s not gonna do a damn thing like always 😂

[@MauriceV3]

Milk

[@redpanda2949]

what you mean. he sold the railroads already

[@jimbojimbo6873]

He actually sold a REIT

[@Coda1850]

He sold NLY. BA, DIS... he sells losers

[@alohastateofmind3565]

@@jimbojimbo6873 He MAY be selling is what he said.

[@tjmathis6887]

Been buying up SCHD! Also sold TSLA for 200% gains today 💪

[@lionheart93]

Mistake tbh

[@tjmathis6887]

@lionheart93 200% gains are a mistake? Even if TSLA continues up, I can park that somewhere else to prevent any downside

[@omarbojorquez7826]

​@@tjmathis6887 that's great bro, and yeah that was the right choice to sell out imo

[@alexquinn4792]

@@tjmathis6887 You did the right thing. Always good to take massive gains like that when you can

[@lionheart93]

It’s going higher

[@shadowninja6689]

On the Amazon story, the dispute over employee vs contractor could actually be a legal issue rather than just some PR battle. Long story short, there's a bunch of employers who are breaking the law by wrongly classifying employees as contractors, but then unlike a traditional contractor give them none of the freedoms/etc. of a contractor, treating them as an employee just paid less and not given any employee benefits because they're treated as a contractor. I don't know the specifics of Amazon's case so I can't say if that's the case here or not, but a lot of companies are guilty of this, and the courts have rules for judging if people are employers or contractors. Uber themselves for example has been found guilty of doing exactly this in some places.

[@methos1999]

How does one figure out if they have a case? Like I’ve been working as a contractor for better part of a year…

[@epbrown01]

I worked at Amazon for 7 years. Every year in November they hire a bunch of contractors for what they call “Peak” - their busy period from November to January. When Peak is over, they offer to hire the best performers as Amazon employees and let go of the rest. They don’t keep contractors after Peak, and I converted to an Amazon associate when it was over. The delivery thing is, imo, shadier. Amazon made an offer to employees to open up their own delivery hub - all you needed was $10k and they would finance the rest: the site, the vehicles (with Amazon livery), the software, everything. You had to screen and hire drivers and other employees, but your company basically had one customer - Amazon. Your independence from Amazon was a mere technicality because If they decided to drop you, you were done.

[@JMurphyR13]

If you didn’t intentionally go start a business for yourself and find your own customers, you’re probably not a contractor. If the work you do is the core business of the larger contractor, and you don’t set your own schedule, or bid for jobs, then you should be an employee.

[@bloxer9563]

Amazon workers are employees paid less

[@methos1999]

@@JMurphyR13 thank you, that’s my situation. Now I have to see if the other people in my situation want to bring a case.

[@BigG2G]

whoever sells here is just being emotional and irrational

[@AvrahamStern48]

To be fair the warning signs are in the economy, Mangoman will fuel inflation by implementing tarriffs. Not a good mix with astronomically high valuations. I'm personally 25% cash because of that

[@bobyboy1286]

keep feeding me papa joseph I love your content!

[@shapeofsoup]

I’m buying more VICI here, rebuilding the position I reduced at $33.

[@thebigbucktheory5488]

vici is dragging me down right now.

[@cloudyeight]

Same. I bought a lot of VICI today. 10yr yield is temporary news.

[@shapeofsoup]

To be clear, this isn’t an aggressive position of mine. Just a solid one. I’m confident in its longterm success.

[@pokeedmund1016]

@@shapeofsoup I’ve sold out of it. So I initially bought because it seemed like a great dividend play (and it was, 200 stocks of it was great). But if I’m invested long term, why don’t I just go for something like big tech or even voo? I sold out of mine a couple days ago with this in mind

[@shapeofsoup]

@@pokeedmund1016 i own those too, but diversification is useful for me. I don’t have to stress about volatility as much. And VICI is just a solid business run by a guy who knows exactly what he’s doing. Plus it’s better than cash. I’m semi retired, so I still keep a solid cash position, but I don’t keep as much as I would if I didn’t own VICI. Also, frankly, I don’t care about the dividends. They’re just forced liquidity, which as a position is always fluctuating.

[@PASCALDAB]

Investing after a rate cut can be good because it usually boosts economic growth, leading to higher corporate profits and stock prices. Plus, lower rates can make stocks more appealing compared to fixed-income investments. I hope other investors realizes this..

[@mikey43221]

Absolutely, the current market will definitely give opportunities to maximize profit, but in order to execute such effective transactions, you must be a pro or work with an investment advisor

[@viviancarolgioao]

I agree. Based on my personal experience working with an investment advisor, I currently have $385k in a well-diversified portfolio that has seen exponential growth. It's not just about having money to invest in stocks; you also need to be knowledgeable, persistent, and have the strength to hold on during market fluctuations

[@SeanTalkoff]

@@viviancarolgioao This is incredible. Could you recommend who you work with? I really could use some help at this moment.

[@Tonyrobs2]

@@viviancarolgioao who is your advisor?

[@viviancarolgioao]

My CFA ’’ Sharon Ann Meny, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..

[@Jonjonjonnoj]

Salesforce conference was great. Simple and efficient. There are very focused on productivity. Not flashy but very smart

[@hannesvereby1514]

If the economy is good 2025, they won't cut rates. If the economy slows down, they will lower rates. Win-win scenario in my opinion

[@atetraxx]

Right,, but if it heats up they'll raise rates. What's your point?

[@Mantos777]

@@atetraxx He propably gusses the risk for it heating is low.

[@Nick-gj6je]

@@atetraxx if the economy keeps growing and inflation moderating, they’re not going to raise rates. They want the economy to grow faster

[@lionheart93]

@@atetraxxu think they’ll raise our interest payment on the debt and be sustainable lol

[@ssing7113]

Good? People have been bleeding out for years and years. 37% of Americans don’t have $500 in bank for an expense 😂 That’s not good. Fine. Ok. In any way shape or form.

[@Johnwestly-l6n]

As a contractor, I have little time to thoroughly analyze my investments or evaluate stocks myself. I wish to invest $400k from selling my condo in Mansfield into ETFs, index funds, and stocks of companies with stable cash flows, but I'm unsure of the best strategies to use.

[@Fred-w7t]

Remember that investing in the market carries risks, and it’s important to do your own research and consult with a financial advisor before making any investment decisions.

[@Robinson-k2s]

used to feel overwhelmed by the vast array of investment options available, but my financial advisor changed everything. They simplified the process, offering clear recommendations and ongoing support. Thanks to their guidance, I've been able to build a diversified portfolio that's well-positioned to weather market fluctuations and achieve my financial aspirations.

[@Jordan8568-l4u]

Pls who is this coach that guides you? I’m in dire need of one for my portfolio management

[@Robinson-k2s]

‘Stacy Lynn Staples’ is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

[@RayaMarcus]

I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip

[@Thewealthyinvestor-cn3sg]

Selling VICI while it’s literally the best time to buy it while yeilding over 7%. Bonds is not even close to this yeild. Value investing at it’s finest since the company continue to grow.

[@JosephCarlsonShow]

I’m not selling today. It’s on my sell list. I’ll look for a more opportune time to exit the position.

[@valtermarques5978]

​@@JosephCarlsonShow vici is my ONLY reit on the portfolio, if it fall 27 i Will buy more.

[@firsargentum5920]

As a property related stock, it's also a good less-correlated diversifier for Joseph's portfolio which is a bit tech heavy.

[@Greg-n5r8o]

Alright, I’ve been sitting on this 78k emergency fund like a dragon hoarding gold, and now I’m thinking it’s time to do something smart with it. Bitcoin? Crypto? Stocks? Gold bars under the mattress? This ‘Trump Bump’ sounds like a party, but where’s the VIP section for beginners like me? Any tips before I YOLO my savings?

[@LeepinLeopard]

Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors in this bull run.

[@Resmith18S]

Hey, respect for stacking that $78k! But YOLO-ing into crypto might not be the move, bro. Markets are wild right now. I was in your shoes and got a financial advisor who showed me how not to gamble my savings away. Best decision I made-seriously, look into it before diving in.

[@Petroguest-i4g]

Man, I feel this so hard! I’ve got cash ready but no clue where to start or how to find a solid financial advisor. Seems like everyone’s either trying to sell you a course or a scam these days. Any advice for finding someone legit?

[@Resmith18S]

[@geovannyl.2801]

2025 will be so fun.

[@incyphe]

18:43 that tomato slicing video boggles my mind.

[@GinesDunnam]

LOL why not just throw some crypto into the Elizzarda? I’m pulling daily returns without sweating the market swings

[@lonelymother419]

I see Joseph, I watch

[@johnrogers9065]

Would you buy SPGI at these levels?

[@christiansilva1918]

i believe in his discord he put spgi at undervalued on december 3rd at around $520/share. i’d say it’s a buy personally

[@kantmyls3333]

Dca

[@zentrader2020]

You really know how Salesforce works, and why people should be bullish on CRM. Good video!

[@ovocow9512]

Nike and AMD are probably the most undervalued stocks with a good history out right now.

[@ssing7113]

I thought it said fed turns hawk tuah. 😂😂😂

[@2B_or_not_2B]

The exact opposite. He’s going in dry!

[@u2fkeys665]

​@@2B_or_not_2B😂

[@cx6894]

HawkTuah was the market top

[@kadaj-777]

You should have a million subscribers by now. Your videos are great. There Very helpful.

[@evadeanu1]

Always enjoy your videos. Keep them coming.

[@echoeversky]

The FED signaled that they're done protecting the banks and liquidity went poof. The T10Y3M is finally positive and the 10Y is now above 4.5%. Expect a bank or two to blow up over the weekend.

[@atetraxx]

Lmao what? That's not how any of this works. Didn't invest. You'll be bad at it

[@davidhalbleib2467]

Solidarity for my Amazon brothers and sisters. ✊🏻

[@mcbeavis6380]

Ur goofy

[@davidhalbleib2467]

@mcbeavis6380 How so?

[@GJ_DM]

NO WAY!! Joseph sides with capital over the worker?? I am blindsided.

[@JosephCarlsonShow]

Yep. Unions in the US are mostly terrible and in most cases make working conditions worse for workers not better. Amazon workers in many warehouses voted against joining this union.

[@methos1999]

😂😂

[@kbrizy7490]

@@JosephCarlsonShowcmon now Joe. You’re a software guy. I work automotive, I’m white collar, but have worked side by side with techs and line workers. Anything we do behind a desk is a joke compared to what they do daily. The oversight, the hours, the physicality? There are bad apples, but there are bad apples in white collar work too. And if you’ve watched Silo on Apple TV+, you know everything really does depend on Mechanical. And there are plenty of non unionized techs holding up power generation, data farms, servers, and so on.

[@JosephCarlsonShow]

​@@kbrizy7490 I haven't watched Silo yet, but am very interested in it. To be clear - I really wasn't trying to even take sides on this union. I was more making the point that it's just not big enough to impact Amazon at all, and telling both sides of the story. I do think that most people automatically take the sides of unions without taking any extra thought to see if it's a good or bad union. I won't get into it now, but not all unions are the same. Some serve a very good purpose and I 100% support them. Others I think are totally destructive. I could go through and give examples of each.

[@kbrizy7490]

@@JosephCarlsonShow Respect. I’m definitely behind anti-reflexive behavior. I’ll pretty much take your word for it, but I’ll research a bit too. It’s a world I haven’t actively explored; I only know what I know through contact, but I know the literature will have much to say.

[@nileshpatel6241]

Thank you for great video as always.. What’s your view on UBER? it’s down and looks attractive at this level.

[@albertosousa9051]

Really impressed by the openness you showing your portfolio and p/l

[@JoeBarry-hp3qs]

As a beginner what do I need to do? How can I invest,on which platform? If you know any please share.

[@Diamond-y8m]

Yes! I'm celebrating £32K stock portfolio today... Started this journey with £3K.... I've invested no time and also with the right terms, now I have time for my family an…

[@Monster-o1q]

At 56 years old I have NEVER had a chatbot successfully answer one of my questions. And I have NEVER had one of the little popup windows in the website be able to answer my question. I sit on the phone saying "customer service" or "talk with associate" over and over again. Chatbots are indeed still horrible for the customer. Great for the company but horrible for the customer. And the customer is helpless because we have no choice.

[@jacqdanieles]

I would have agreed with you, but I recently watched a review of Google's new AI tool & it blew me away. If that technology is implemented in chatbots/agents, it will mean you will be able to avoid waiting for a live person to resolve a majority of customer service calls. The review can be found under: _This free AI will change your life_ here on KZbin.

[@somethingginterestingg4275]

Brother you gotta try chatgpt then. It will answer all your questions show u how much better the ai chatbots are than what y are thinking

[@TheNicoliyah]

💯 agreed, I loathe chat bots

[@alex217c]

Bears exploding with joy right now

[@BigG2G]

yeah after missing 50% gains

[@Coda1850]

😭🐻😭

[@Katebohner361]

I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Catherine Gauthier.

[@Austin1Reed]

Wow. I'm a bit perplexed seeing her been mentioned here also Didn't know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.

[@JonesFlora910]

She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.

[@DebraDavies-12]

You trade with Catherine Gauthier too? Wow that woman has been a blessing to me and my family.

[@JeromePeters-jq5yc]

I'm new at this, please how can I reach her?

[@seanwise1023]

I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much

[@tallic14]

A bit misleading, the title and 3:58. - He always says they are data dependent... nothing new there. - He clearly ruled out rate hikes as one reporter asked exactly that question. - He did not say that there is a halt, but that instead of 4-6 cuts it's going to be 2-4 cuts.

[@StephenGriffith-j1d]

This AI update to QualTrim is really quite impressive; good job Mr. Carlson.

[@pokeedmund1016]

I actually sold out of Vici yesterday. Just reinvested into other stocks (and then everything else tanked lol). But oh well, holding for the long term so it’s all good

[@Neo_Finance1]

Love you big Jo! something on the economists expectations: Most people are not watching finance videos, or even know what the FOMC is. Most people don't have nearly as much time invested into stocks as your viewers. They sell when they do a quick glance at their phone, and see all red everywhere. Our phones have changed how the market can react. I would love to hear your opinions on this!

[@Wakeywhodat]

Yesterday I was up nearly 6% by 11AM, and by close, I was down a bit over $300 😂 Today I was up 2.5%. I’m in it to win it. What happens, happens.

[@seangrealish8741]

22:00 Please explain why people wanting a fair wage is such a bad thing.

[@jacqdanieles]

It's bad because it affects billionaires & corporations. Get with the program 😉

[@spardasquadspqr3535]

There is no such think as fair wage. U should earn as much as market is willing to pay for your labor. Nonsense like that destroyed big3 automakers for unions that dont do shit yet demand 2x whatever private pays. There is no free money for wage increases. Corpos need to raise the prices or lower their profits. Which one u think that they will choose?? Stop listening to Bernie and other communists.

[@civilianx5294]

The interest rates that the feds are cutting are the interest rates that the banks are charged by the Federal Reserve to borrow money on a nightly basis from each other. Called the Fed Prime Rate. Why would that have any effect on the economy? Those rates have nothing to do with home loans/car loams/bank loans etc.

[@davidhalbleib2467]

I knew he would be picking VICI.

[@aliasname602]

Salesforce introduces agent Smith, what could go wrong?

[@pwatom22]

I really appreciate your coverage of tech news and your approach to investing. Great channel. Vici was one I resisted buying for a very long time. Capitulated recently and now regretting it. Thanks and have a wonderful Christmas and New year.

[@aflinden555]

I'm so tired of unions.

[@BreakingLoop]

Nike up after hours, lets gooo 🎉🎉🎉

[@alexharper5633]

No they're not 😂

[@Gary65437]

I approve of this timely and useful information.

[@PLRAHAPL]

Can’t buy a car, can’t buy a home because it will cost fortune to pay off.

[@Zizo8182]

Thanks for sharing your view

[@AshS85]

Re: Amazon, I noticed a lot of products that are likely lower margin all were saying will be delivered after Christmas, so yeah the packages may not be delayed because customers will likely see that and go to Best Buy or something instead, like I did to get a smart watch for a family member for Christmas. I'd expect low growth in their gross rev this holiday season from it.

[@sama9236]

Nike has just published their results and its a positive 24,5% surprise 😊

[@PedroTheChickenn]

JPow is more hawkish because of the incoming administration, not despite it. Trump's tariff policy raised inflation expectations, which lowers the Fed's economic forecast. People who thought Trump would be a tailwind for the market haven't been paying attention Trump's policies are inflationary. Plain and simple. Of course, inflationary fiscal policy will lead to deflationary monetary policy

[@rainydaysunnylife5718]

Thank you, finally someone saying this out loud.

[@Coda1850]

Glad America voted to stop the attack from the liberal left.

[@JonyCcc]

Joseph do you think now is good time to add some spgi?

[@johnmcquaid7524]

I support unions. Maybe Jeff Bezos should inspire the workers . Bezos can discuss his yacht. Tell the workers that if they work really hard that he could buy himself another yacht.

[@rightangletriangle3188]

I have already exited ViCi few months back since there is no solution for the balloned government deficit and that adds pressure to the long-term yield which will affect the capital cost for REITs. Currently I have no REITs.

[@MannishDawg]

new investor. thanks to watch8ng these vids the past month... I was waiting to buy once the fed report came out...

[@Roger-il8iw]

The sp500 is only up 30% total since early 2022. Most of that is inflation. The PE of the SP500 IS LOW. Not to mention companies like NVIDIA skewing that up. Gonna be a great year. The idea that the market has done well the past 2 years is an illusion

[@dizzydella1]

Pretty sure prices of stocks based on profits, not inflation

[@Roger-il8iw]

@ false. Shares cost dollars. If a dollar inflates, guess what the shares inflate. All else being equal, if there is 20% total inflation, share prices rise 20% over the course of 1-2 year. Doesn’t happen instantly. Now other factors like positive growth, or debt will affect that share price as well. Companies also hold assets like real estate, etc that inflate as well. Since the pullback in mid 2022, the sp is up like 60% and the economy has been horrible. No wage growth in 4 years. If you think all that growth has nothing to do with inflation, you’re a crazy person.

[@methos1999]

Every single chart of S&P 500 shows its high compared to its historic average. You are just flat wrong.

[@jacqdanieles]

If that thesis were correct, how do you account for the bear market in the 1970s when inflation was at historic highs?

[@Roger-il8iw]

@ inflation takes about 1-2 years to be fully reflected in the market. Doesn’t happen overnight. Just like houses don’t jump in value immediately when rates are cut. The prices increase over 8-18 months And it’s not a thesis it’s objective fact.

[@joeprovidefinance8137]

Hi Joseph do you ever take profits along the way as you hold stocks?

[@joshuab2450]

The equity risk premium is now negative. That means the earnings are yield on the S&P versus the 10 year risk free rate is lower. Hence , there is no reason to be in stocks. Every time the risk premium is negative, the stock market has tanked by 45% within 3 years. I am 80% short duration bonds and now only 20% stocks.

[@rubix______1842]

I am a qualtrim sub, and have been watching for years. It seems from my perspective that you do not like to hold, even though you recommend holding while paying close attention to the constantly changing headlines. You liked VICI so much and you gave your DD while rates were higher than they are now, and you implide the stock was solid on its current footing and future projections and estimates. Now the FED doesnt want to lower anymore and youre getting itchy to move that money elsewhere. Also you talked about googl recently when the gov remidies came out, and said googl is starting to become unpredictable, and how you dont like unpredictable companies like googl, but then you proceed to buy however much youve mentioned since those initial comments. I love your insight, and listen daily, Im just wondering if I percieved your insight incorrectly, and thats why im finding inconsistencies from what you say, and what you buy/sell. Thanks for the content, keep it up

[@kbrizy7490]

I mean he’s held for several years. Vick had its run. I never liked the pick even back then, but off the available reits it was at least an interesting take. Problem is… the stock market is as much a popularity contest as it is a weighing machine.

[@JosephCarlsonShow]

I purchased VICI in OCT 2021 when Interest rates were less than 1% and the 10 year treasury was below 2%. Now interest rates are 4.25% and the treasy is 4.5%. That is a significant difference in atmosphere. I did have a bull case for VICI last year that the stock price would rise as interest rates are cut, but that hasn't really played out. Even though interest rates went down 1% treasury yields are not budging and we have good reason they could stay the same or be higher next year. In terms of Google. I did say that the company was trending towards less predictable, which I think is accurate in terms of their core search business. LLM's bring a bit of question into that. But Google has so many other assets, along with cloud, and they are being priced with so much negative sentiment that I thought the risk reward between predictability and possible growth was good enough for me.

[@rubix______1842]

@@JosephCarlsonShow Thanks for clarification

[@heloohere]

i want to support the little guys, just not when it affects my retirement funds peace out 🤑🤑🤑🤑🤑

[@25andinvested]

200k jo.... I'm catching up buddy!!!!

[@trafalgarlaw4164]

4:15 what app or website u use to get this chart? Anyone let me know? Much appreciated 🙏🏽

[@Rudy4759]

What exactly are you selling?

[@jacqdanieles]

Clicks

[@michaelswami]

In the clip you played, Powell gave no hint he would raise interest rates.

[@Solutionsarejustcompromises]

If you sell vici you might as well go and make a pure growth portfolio without dividend payers since the point of dividends is to stay long for "very long" to let the payout grow. I whuld honestly be interested is what you whuld pick for that.

[@tjmathis6887]

@@Solutionsarejustcompromises SCHD

[@Coda1850]

Dividends are irrelevant.

[@Stanleee-8]

Despite the decline in stocks and the increase in bond yields, markets still appear unconvinced that the Federal Reserve will continue to raise interest rates until inflation is managed. I’m still uncertain about whether to sell off my $117k stock portfolio. What’s the best strategy to benefit from this bear market?

[@kelvingates-b2y]

The strategies are rather demanding for the average person. In fact, these are primarily executed successfully by professionals who possess a considerable skillset and knowledge to accomplish such trades.

[@Jeffcraparo]

I enjoy my day to day market decisions being guided by a portfolio-coach, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not outperform, been using a portfolio-coach for over 2years+ and I've netted over $300k .

[@DannyGotts]

@@Jeffcraparo Please can you leave the info of your investment advisor here? I’m in dire need for one.

[@Jeffcraparo]

One of the most well-known people in her field is my CFA, Annette Marie Holt. I advise doing more study on her qualifications. She is a great resource for anybody trying to understand the financial industry because of her many years of expertise.

[@EggrollsBaby]

Thank you for sharing. it was easy to find her, then I scheduled a phone call with her. She seems proficient considering her résumé.

[@AKAAAK]

I love panic in wall street......best time for buying

[@craftycrabhobby5457]

Its not up to him. It's up to the economies needs.

[@tripleeyeemoji]

Love to hear about the employees striking. Congrats! Workers deserve better. I know Joseph wants the workers to get as little as possible but they deserve better.

[@CBW0314]

I thought Joseph was going to sell AAPL at these astronomically high and extended price

[@Coda1850]

He wishes he sold now... aka held

[@sidkolhapure94]

I think fed slowing down could be because they expect trump may have tax rate cuts which could create a bit surplus money with people. So until that happens they may not want to cut rate while tax rates are also reducing.

[@Daniel-ld3zi]

True. In his first term they raised the rates

[@travisfubu9053]

This is the second video where you have a classist take.

[@shapeofsoup]

Benioff needs to do more showing than telling with Agentforce. I get what he’s doing-demonstrating its effectiveness through effective data-but the public doesn’t process that way. They need to see it in action to believe it. Of course, on the plus side, this less aggressive advertising gives investors more time to grow their positions.

[@thehulk10]

How do you calculate the div rate at over 7%? The 1.72 per share divided by 28ish is still only 6.1%.

[@Worldfreespeech]

Now it’s time to buy🤫

[@robertkarcas125]

What do you think about investing in UNH? Its near 52w low, but it has a predictable cash flow, 5y average dividend increase 15%, share buybacks, and some negativity over recent news?

[@bjornpantell574]

Buffert says the stock markets are extremely overvalued and that BRK never had so much cash. What's your take on being cash heavy?

[@David_Bang_]

Waiting for about a 8% drop and then ill DCA again. Not selling nothing.

[@tonysilke]

The Fed's bombshell announcement have investors extremely concerned. I'm not sure what to do with my $600,000 portfolio yet. because we may not enter a recession, and even if the Fed is hawkish, interest rates may not be raised further.

[@Nernst96]

Nobody knows anything You need to create your own process, manage risk and stick to the plan, through thick or thin While also continuously learning from mistakes and improving.

[@PatrickLloyd-]

Exactly why i enjoy market decisions being guided by a pro , seeing that their entire skillset is built around going long and short at the same time both employing risk management and market experience , been using a portfolio-coach for over 2years+ and I've netted over $1million in that time frame.

[@PhilipDunk]

@@PatrickLloyd- Do you mind sharing info on the adviser who assisted you? I'm 49 now and would love to grow my stock portfolio and plan my retirement

[@PatrickLloyd-]

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.

[@Ji-Min-j7b]

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.

[@flexjay87]

" Investors weren't quite prepared for this " is a freaking understatement !!! Can we still trust Tom Lee, or anyone else ? Nope, you gotta trust yourself .

[@gr8ersheep815]

Nobody in the industry trusts tom lee

[@flexjay87]

@@gr8ersheep815 , could be. But for those of us not in the " industry" we may not know that.

[@Cookingwith.Daniel]

Are you thinking of buying Uber at these prices? I have bought some after some extensive research

[@Madison-i3h]

What’s your argument for uber? Is it just based on the ride side of things or delivery etc? I find it hard to think their business will expand as people move out of cities

[@Dmidnightmachine]

buying the dip here, holdings like SCHD and O

[@johnstewart5221]

Day 2 of asking: Based on your M1 accounts, you don’t have much cash sitting around and I know you’ve said in the past you prefer to invest what’s sitting aside. If the market crashed by 30% tomorrow would you add more capital to your accounts? If so how much? Do you have cash sitting elsewhere waiting to deploy?

[@JoeSchmo70]

Look up his stats on View Stats. He’s making enough active money to survive.

[@gen-X-trader]

Rates going higher just punishes the working class. I guess that's exactly what the aristocrats on the American right don't care about though. Coming policy is expected to be inflationary, we will see

[@civilianx5294]

The interest rates that the feds raise or lower is the interest rate that they charge Banks to borrow money from each other on a nightly basis it has nothing to do with the US economy or the working-class people.

[@omgaming2924]

Nike destroyed it's own business by cutting out the retailers and selling directly to the public. All their resellers immediately switched brands so all marketing and point of sale materials promoted Nike's competition.

[@mr8610]

Amazing time to increase my DCA efforts

[@gtamantube]

Powell is Krampus this year.

[@ric_silva_a]

Joseph will buy Nike after?

[@seikochristopherward9908]

I know exactly what JC will say when theres a strike. Not a single thing about worker conditions caused by the big ass companies he owns Edit: spelling

[@pshdsss]

any opinions on AMD?

[@gelvismartinez5228]

Rates cuts are good for the economy or not ? I was thinking was good for stocks

[@PLRAHAPL]

Rate cuts are good for consumers not companies and banks because they always greedy.

[@civilianx5294]

​@@PLRAHAPLThe interest rates that the Feds raise or lower is called the Fed Prime Rate. This is the interest rate that the Feds charge the banks to borrow money from each other on a nightly basis. So of course cutting rates is good for banks.

[@deepvalue4651]

It’s dovish… and you should cover MSTR.

[@fvid88]

26:38 I hate these chatbots, and MILES the phone agent

[@AttitudeAdjusterAA]

"We’re Done Cutting" will be famous word like "transitory"

[@AlexGregoryFromYoutube]

What free cash flow yield do you usually look to aim for for purchases ?

[@eldin3]

Hey Joseph, can you update your M1 Finance link on this video to reflect your current holdings? Noticed you still have old holdings you sold out of when I click on the link.

[@nicholas5396]

Incredibly Nayygative