Paul Reacts to Sven Carlin | Everything Money Reacts

[@Value-Investing]

Thanks for the review :-)

[@aaronburns9538]

@@Motivational_Flavio Why is AMD tanking?

[@alleylurker]

Come on the show Sven! We want you

[@EverythingMoney]

We would love to collab Sven! Loved your book - PG

[@TheW89]

@@aaronburns9538 Its overly valued. Just some of the excess being pulled back.

[@DennyCrane72]

I’m a follower of your channel and Sven’s well done to both channels!

[@tamer982]

Sven is amazing, his research platform is very useful.

[@Justme1635438]

I just wish Sven would do more stock recommendations and cover them more often 🇩🇰😇

[@dmitrijsbeliks9090]

Amazing as a person not an investor.

[@krissz22]

Why do you say that ?

[@Aschraffff]

Nah it's crap

[@zackfri7149]

This series should be called Finance Cop🔥

[@uniquegod7878]

Touche

[@henrry9099]

Against the law to impersonate a cop though

[@AliS-xr5rq]

Team Paul reacting on Sven's video... my sunday could not have been better!

[@scottiebumich]

Take a look at 19:00 the chart is only through 2019, not 2021. Market was less overvalued during 2019 (still overvalued though)

[@faridrottigni]

This is a great colab between two channels that have given us so much knowledge on how to invest like a pro, thank you both!!!

[@PrasantCroissant]

Love Sven Carlin! and was so happy to see you guys were reacting to his videos. Awesome sauce!

[@danlawrence8011]

The people calling "off-brand" don't appreciate that there is a niche space for quality assurance on KZbin stock advice. How you seen how many stock advice channels are coming out of the woodwork these days? How do you scope out the good from the bad ones when you can't critique on them? This is crucial- you can't just believe any "edutainment" advice thrown out there. Keep doing us a favour, Paul.

[@kevindefreitas901]

Good stuff guys! I feel like this was one of the best videos that you've put out to date. Super informative. Your content definitely speaks to me.

[@matthewhammond859]

More of this. Do this for all channels out there. A lot of people giving financial "advice" online today.

[@EverythingMoney]

Yeah he’s a great follow

[@jimburchett]

i'm not criticizing matthew, but i want to provide an alternate to his comment. as much as i enjoyed this and subscribe to both you and sven, i'd rather you focus on detailed analysis of specific stocks. if you spend time discussing what someone else said, you turn into cnbc. i subscribe to you because you talk about specific stocks, their historical detail, and the specifics of their business. that's what i want. sadly, i do think your sub numbers would skyrocket if you went full on wwe - calling out jimmy, joe hogue, chuck carnavale, jtwealth. please don't do that. keep up the great work! and again, no offense matthew.

[@matthewhammond859]

@@jimburchett nah I think calling people out in a respectful way would be entertaining.

[@rightoftheline6521]

@@matthewhammond859 and you never know how many people might be thinking they are getting sound advice from some of these guys.

[@justinchiu5206]

Honestly, really enjoy this series. If you wanna learn, you needa obtain information from multiple different sources and what this does is that it teaches you a process for evaluating other channels to decide which ones are worth your time.

[@DarkoPrizmic]

Great stuff, I must admit that I didn't know for Sven before this reaction and now I'm his subscriber. Ps. if you have a list of KZbinrs you would like to do reactions to, I add Tom Nash.

[@stefan48391]

What is the name of the mic holder?

[@mgc4618]

I was talking about Sven the other day in the discord. Love the guy and definitely his method of stock valuation will be part of my strategy. Thanks for reviewing this!

[@altairjb]

I started following Sven before I found your channel and i like him. His channel and now your guys' channel are the ones I really care for. Keep up the great work! His message in this video was about each individual's expectations. He clearly said he strives for more. If someone is happy with less, then, they can find something in the market right now. And this goes along with his all other videos that i usually watch. Sometimes the language barrier makes his points a bit muddy but with context, everything is clear. My little defence aside, that he does not need by the way, both he and everything money are doing an awesome job. There's a lot of trash out there that people take for gems, and gems people fail to see. Would love to see a collaboration between you guys and Sven!

[@Xn7000]

13:24 This might be a stupid question, but doesn't that flat inflation rate projection really represent average inflation over time? It's more that he believes the interest rate with have that general mean over time (barring unforeseen weirdness of course). While the actual rate may jump around, I'd think that it's not worthwhile to try to model that when the general flow is what you care about.

[@ana-pi6ut]

I appreciate when you evaluate other people who are telling us how to invest.

[@ana-pi6ut]

I don't watch Seven because I can't understand him but I do like when Paul explains investing.

[@l-bp7735]

Long time Sven subscribers here, you've earn a new sub! Really enjoyed the thoughtful comments about the video... it was resourceful, even if I already saw the video! Thanks!

[@EverythingMoney]

Thanks for the sub! Glad to have you! -Brad

[@PrasantCroissant]

Guys please reach out to Sven again. Your channel has over tripled in size. Although fair warning Sven is pretty busy doing his research and making KZbin videos. So you'll probably have to help him make some content to fill his weekly KZbin quota. His main job is researching and mentioned about writing a book but that could be a while before he's finished and looking to promote it

[@rightoftheline6521]

Shine a spotlight on the youtube gurus.

[@basamnath2883]

Please keep doing this critique videos. Not all KZbinrs are like Sven. There are so many KZbinrs doing investing videos with no knowledge of finance. I lost 7k in 2017 listening to a then popular cannabis KZbinr. After that bad experience I learned fundamentals of finance and investing and I am good shape making my own decisions of buying and selling stocks. Sven is great. I does good videos.

[@1Akanan1]

Hey, pass down this comment to Paul about this video His explanations about what Sven does are Gold. Sven's video are clear and uncomplicated, but Paul dumb it down to a great level. After this video, if anyone doesn't understand, there is nothing in the world that is going to change that person's pov. Very very good job.

[@victorhinvesting]

I get value from Everything Money and Sven Carlin. I like having different view points to consider, and I choose the comments that I want to put into my analysis.

[@EverythingMoney]

Awesome. - PG

[@anderson6379]

Jay Z said "game recognise game". I'm pleased. Between Sven, Everything Money, and Robert (The Popular Investor). You guys are out there saving lives in this sea of shoddy influencers

[@TheFishingNomad]

Excellent video. This guy explained the same thing you guys do but in a slightly different way. It made a lot of sense. Also, are you guys going to review fishing channels any time soon?

[@timothypaul8644]

I have been following Sven for a while, but just ran into Paul, Seth and Moe's channel. Excellent info!

[@EverythingMoney]

Welcome aboard! -Brad

[@pongop]

I appreciate this reaction and explanation of a great video from another quality channel. Awesome stuff!

[@garyjones5093]

Question: I’m new. Isn’t it better to invest in a market to get 6%, than to leave it in cash for a couple of years waiting for those better times, because it will actually lose to inflation if it isn’t invested somewhere? Not criticizing, I’m asking.

[@linkinbigballz]

It is probably ok if can hold through a 40-50% crash in the next few years. Just remember it is 5% return averaged over next 20-30 years. So 3-4 years from now, you might still be down 20-25% of your original investment. Most people freak out and sell when haven't made any money in the stock market but losing 20-30% of their original investment.

[@cmccarrick10]

Love Sven Carlin's videos!! I've learned so much from him and Everything Money of course too! :)

[@EverythingMoney]

Duh :-)

[@July-ct7pp]

I swear I love Uncle Paul 😂 he dummy downs everything to simple understandable phrases an average person can understand

[@steelberg23]

Please do Meet Kevin so I can watch Paul’s brain explode.

[@DarkoPrizmic]

I think Kevin would be pleased, "There is only one thing in the world worse than being talked about, and that is not being talked about.".

[@JakeBroe]

I like the reaction vids. If people don't like these kinds of videos, they can not click on them. Nobody has to watch every video you put out to get value from this channel.

[@abdonperalta5376]

your content is also very good keep at it!

[@Stripeyperch]

I subscribe to everything money, Sven carlin, and ppcian. I find these the best out there.

[@jonathanemontgomery]

14:00 Paul was absolutely right - the zero interest rates not only didn’t last 50 years - they didn’t even last 1 year!

[@CodeLab98]

Stumbled across your videos recently and it pains me to say, but paul has grown on me 😂 He has no bullshit attitude, but can see he is a compassionate guy. Subscribed ✅ PS seth and moe are great too!

[@jimhendrickson5553]

Of course, the weakness of CF : what is the terminal value? Shifts in this value can have a significant effect on valuation. I like you guys and Sven. You save me a lot of time in my initial evaluations and my reviews of my holdings.

[@andrewbrennan2018]

Great video! Could you guys do a video on ORAN (NYSE)? ORANGE is a Telecom company in Europe. Would like to know how it stacks up to the 8 pillars.

[@LV-ei1ce]

I absolutely love your channel, do I disagree with some judgements ? of course LOL, but does that mean I disagree with the process? No ofc not , I think you are teaching people how to find "Value" in a stock, now its upto the subscribers to tweak their "originality" on top of it to come up with what works for them !

[@chrisblackburn715]

Loving these videos, extreemly informative and helpful. I am confused though. In the video you did about "should you pay off your mortgage early" you stated an expected return of 9% on an ETF but now you agree its only going to get you 6.1%. Can you explain this?

[@harambenolevest69]

When's Paul's video critique coming? Give the people what they want!

[@sksilwal]

Omg u guys have arrived since u got to Sven finally

[@JimFalboguitar]

Any "Paul Reacts" videos are gold. I would watch "Paul reacting to Seth's beard comments" all day as well. please do another Stock Moe reaction video.

[@styx814]

The two investment channels I watch 90% of the time. Would be great to see a colab, at least some sort of a podcast or interview.

[@crimiss1]

his inflation bit appears to be based somewhat on Fed projections

[@EverythingMoney]

Thanks for the comment. -AP

[@altr0403]

Guys! So glad I found your channel! And now Sven's too! I love this community. Thanks a lot for sharing your passion and knowledge with us! Cheers from an early patreon :)

[@nickfelton1598]

Great review! Please do a PPC Ian review! He is a dividend growth investor but I think you guys would get along very well.

[@jonathanstrange6227]

Sven is an absolute legend.

[@carl4300]

Great video, I like this better. shine the light on the ones spreading the real valuable information. ✔

[@hci]

Loving these reaction videos!

[@yoyutube100]

Great show guys. 👏

[@mokan222]

Great video! Your channel and Sven’s are the best when it comes to valuable investing information and content. Keep up the good work!

[@rhot2012]

Brilliant comments. I like this much more than the negative reaction videos. I got much more from the Sven Carlson video with Paul's comments than if I had watched it on my own. It reminds me of a study published decades ago about how poor kids rose up and became educated and successful. A commentator said that all the other books were about how poor kids fail and become criminals. This was the only book that showed kids how to succeed.

[@EverythingMoney]

Thanks! We wanna do a combination of calling out morons tho too - PG :-)

[@stej1987]

@@EverythingMoney felix & friends 🤦🏻‍♂️

[@motivationfactory9916]

Sven is making a point I’ve always wondered about Paul’s analysis. The low interest rate environment makes stocks still seem attractive, because treasuries pay almost nothing. The large U.S government debt, makes it likely that the Fed would keep interest rates low for decades to come. Even with “some” inflation, interest rates would likely remain low. Remember, the Fed has been below its 2% inflation target in most of the recent years. So going over 2% for some years to come, is not that bad. Since it’s mandate is 2% “average”. Having 20 P/E as a valuation point, with these low interest rates, is too conservative imo. P/E should be adjusted based on available “alternative investments” i.e treasuries pay nothing. The “20 P/E” valuation strategy, doesn’t work if you consider current overall Macro economic factors.

[@danguee1]

Paul is absolutely right about buying now: pure logic must tell you that you can't possibly get returns even close to what the last decade has given: a) that was starting from a over low base post-Crash, b) interest rates can't get any lower and c) surely QE/stimulus/money printing must be reined in at some point. So, get ready not necessarily for a crash - though I'd welcome a healthy correction at some point - but at least a period of calmness/flatness in the markets for a 'lost decade' or so..... [CAVEAT: unless China invades Taiwan - in which case all hell will break loose!!]

[@alecstahl2387]

24:54 "You´ve got dividends". That´s the name of my game. I am about 85% invested in dividend paying stocks. The rest I place on companies with a bit more risk.

[@ToastyMeadows]

17:52 He's comparing it with 2019 pricing. Not COVID time exuberance.

[@MPK1881]

Guys, you missed one important point about "lost decade". Suppose, you keep dollar cost averaging in to index funds all through that lost decade of 2000-2010 (of course requires lot of patience), you might have accumulated all the units at cheap prices all of that 10yrs. You hold all those units and watch what happened from 2010-2021.

[@fern1079]

Fundamentals - everything money More detail - Sven Very detailed - popular investor

[@Lyrics927]

Sven is a legend!

[@Trebor-u4q]

Good stuff! Really like Sven Carlin though he does lose me occasionally with his sometimes light explanation of some of the numbers (but this could just as easily be my ignorance of accounting and investing terminology) and the odd linguistic slip. The software you guys are promoting is intriguing me, I'm really looking for user-friendly a tool I can play with to teach me about how to value a stock. Have you guys watched the Brit youtuber Paul Briscoe who is proponent of Fastgraphs? What do think of this as a tool for the same job?

[@TheRyandarius]

Would be nice to have an episode of sharing some fails from Paul’s investing journey... like the end bit of the video

[@EverythingMoney]

omg Ryan. there are so many fails. and i talk about them a lot. i will discuss with Seth about my investing fails and how they have affected me for hte better. good suggestion - PG

[@TheRyandarius]

@@EverythingMoney Thanks, Procter & Gamble!

[@imeldomarcos4126]

Nice . I like paul's breaking down the assumptions of interest rate

[@femmefrugale6997]

Thanks for reviewing these guys

[@kevinswift8654]

This approach is really refreshing. I look at the market and say "is this sustainable?", but anytime you try to make that case it seems you're painted as a bear or fear-monger. Sven makes a great case that, yes, it's totally sustainable if you're interested in a 5-6% return. That is, as long as you're disciplined enough to stay in the market even when things collapse, as Paul says. What Paul talked about here really changed the way I'm going to invest going forward. I'm new to this, but I was quite scared of assets going higher and higher and me being left on the sidelines. But Paul is absolutely right: what goes up must come down. I'm not holding a huge cash position, but I'm holding a lot more cash than I would have before seeing this video. I'm looking forward to being disciplined and waiting for a good entry point. Thanks for the great work as always!

[@EverythingMoney]

Amen kevin! We are in the same boat. If it clicks, it clicks. Thanks for trusting us witj your time - PG

[@kevinswift8654]

@@EverythingMoney Hey Paul. Really glad I saw this video because today was an absolute bloodbath, and I expect more of the same sooner or later. One question for you, if you see this - what's your metric for a good entry point? Do you just look at the fundamentals (price to free cash flow, PE, etc.) and decide to buy based on that? Or are you looking at broader marker trends to decide when we might be at a bottom or approaching bottom?

[@Sr101depechemode]

I wish our EM software had an IRR feature with price targets .... economic returns

[@pragmaticno1630]

@ 3:50 Paul, you looked so confused...

[@EverythingMoney]

We can confirm- he was 🤪

[@juing83]

Great review! I follow both channels :-)

[@ZxRSKILLS]

Please do Chris Sain!

[@marciukspuks5353]

Guys, higher rates are INFLATIONARY (through the interest income channel) NOT deflationary.

[@JD-im4wu]

I also like both you guys but I'm glad I found your channel because I feel closer to your train of thought we think very alike. Happy sub! Thumbs up!

[@cathychats]

Dont feel bad. I was waiting for this channel my whole life ❤️

[@lucianscutelnicu6090]

One video for the popular investors ... this guy is a genius

[@NeonRedChannel]

do you guys even buy stocks?

[@EverythingMoney]

No we just do this for total fun.. -SH

[@patrickboyer4688]

This was a 3 part series so it's not the full picture from Sven.

[@tockpro105]

At 7:15 , Paul explains the "greater fool" theory lol !

[@PrasantCroissant]

Guys please get in touch with Sven for a collab!! You are so much bigger now as a channel

[@dennismozart5134]

Love this channel, I finally have the feeling of understanding

[@ckeegan74]

Love these reaction videos! Would love to see your take on Learn to Invest, Learning Finance, Adam Khoo & for Trader Moe's take on Game of Trades. Thanks for the great content guys.

[@ckeegan74]

And of course Chris Sain, Tom Nash & Jerry Romine.

[@Michael-gh5ys]

This is golden. I will be suscribing to your patreon. I am an Adam khoo student and I love your analysis

[@EverythingMoney]

Welcome aboard! You are going to LOVE the Everything Money software and the discord server access! -N

[@EverythingMoney]

Welcome aboard! - You will get exclusive information plus our amazing software one you join - See you soon in the discord 👍 GC

[@omerodabasi]

Great stuff, two of my favorite investing channels on YT! Will poke Sven on reaching out to you guys!

[@EverythingMoney]

Thats nice of you! - PG

[@masoncnc]

17:30 great point

[@tonikem4041]

Learn to invest is another big channel on value investing. u guy should check him

[@rodneyr5970]

Walrus Street always does a DD for several companies. I love the guy but maybe im all wrong. Id love you guys to do a react on him.

[@htnsqd1]

Solid video guys.

[@EverythingMoney]

Thank you sir - PG

[@domg2624]

I like that you did a reaction to someone that thinks in a similar way to Paul and Mo. This was great, I would like to see more like this

[@Imoh93]

Awesome video! React to Phil Town next.

[@krcheti451]

I think Sven Goes more into the annual report and earnings call at points where the EM gang would stop looking at the stock due to something that violates their quantitative standards

[@A.Campbell]

Amazing to watch in June of 2022 with interest rates going up

[@marksd5650]

Sven is one of the best. I put Sven in with Ben from Pattern Profits, Jack from Alphacharts, and Richard Moglen. Best Regards!

[@whateever1]

Paul is saying something nice about another KZbinr? Wow. That's rare :)

[@acali18]

I wouldn’t say it’s off brand. A little tough love is what the community needs

[@alleylurker]

Loved this thanks for answering alot of questions! @everything money

[@EverythingMoney]

Glad it helped! - PG

[@jaredcorreafitness9666]

Interesting breakdown. Quality content gentleman

[@EverythingMoney]

Thanks Jared - PG

[@omestartamv6251]

Great stuff. Thanks.

[@randal3122]

the thing that cracked me up is when speculative youtubers were saying you cant have cash at all because you are losing due to inflation. so they instead had all of their money into stocks that were going down in price dramatically earlier this year. and it was obvious it was going to continue dropping, and they thought holding those stocks protected you from that. lol and they were sitting there saying "you people in cash right now are idiots because you are losing because of inflation". almost like they didnt realize they were losing to inflation too, and getting killed by their stocks crashing

[@RichardServello]

Is 30x really crazy for AAPL tho?

[@EverythingMoney]

Maybe, maybe not. All depends on your assumptions of growth - PG

[@Blutgang]

I am at 112 in one position on the Apple example here. I have another position at 123 and am selling off at 130ish area and will hold cash for a lower entry or use the cash for another stock if lows continue to show opportunity.

[@jroig824]

I am glad I found your channel because as much as I like Sven's videos, I didn't agree with him and probably he wasn't being very honest. He himself is lately looking for oportunities elswhere, like China to find better expected returns.

[@moro5849]

According to which metrics do you believe this market is MORE overpriced than 2000 market? In March 2000, the P/E for the Nasdaq was a sky-high 175, today it sits at around 35-40. Interest rates are at 0 now ant they were somewhere around 5% in 2000. Not saying that this market is not overpriced, but to say that it is more overpriced than 2000 seems incorrect.

[@Ride_Ride_Ride]

Good job guys.