Really Cheap Markets & the Pandemic’s Hidden Toll

[@roosaveikko537]

Surely you can make huge profit if you apply the right strategies, required research and a good of emotion.

[@jaakkoaleksi3265]

How can one invest in the face of the pandemic? help. sounds like you got something going for you. I am new at investing and really want in. i am curious how can I play this huge decline and come out making 10s of thousands?

[@melissabrayden8677]

Best explained stock trading video so far for today just exactly how I was put through when investing with Mr Elson Sebastian

[@nicolecaitlyn1141]

My investment is always secured with Mr Elson Sebastian, I am so happy to hear people speak good of him..

[@astabuster1835]

@@melissabrayden8677This is a nice information about best stock brokers, does Mr Eleson still respond to newbie who are willing to invest. How can i reach out to him?

[@Tonymanero1960]

Another excellent WealthTrack interview. Always appreciate the perspective of people who are knowledgable and who give an honest perspective/opinion on the subject being discussed.

[@33parentino]

Thank you ! Best investment show since the Louis Rekeyser Show.

[@simpleventures]

Wall $treet Week

[@gregorioabrego]

Always grateful for such excellent insight provided by your guests through this channel.

[@Phila80]

Good interview. However, I believe with the debt problem in the US $100 trillion and global $1 quadrillion is much more serious than they are saying. Problems started back during the 2000 .com crash and have slowly been getting worse. The job market has been going down hill for 20 years. Gig and part-time jobs cannot support a family or economy. The virus only exposed a weak US and global economy. This is a global financial, banking, and economic crisis which started with the debt and bond markets collapsing. This is a debt, credit, currency, and bankruptcy crisis. The COVID19 virus is a black swan scapegoat.

[@rayterrell6442]

I’m only halfway thru the interview and I watch this show weekly. The most noticeable difference is that Consuelo is allowing the guest to talk without constantly interrupting them, which makes the show so much more enjoyable. Bravo Consuelo, you are now in the realm of great interviewer status.

[@shangpush]

Totally agree. The "story-line" for so many stock talk shows is a dialogue on equal footing between host and guest. Very irritating when someone very bright is interrupted abruptly by the host. The "star" is the "all wise" host, not the person managing a billion or three dollars in the stock market. Theater tops wisdom (once again).

[@ioannislazaridis4887]

Thank you Mrs. Mac for your valuable program. Special thanks to your today's guest for his reference to the Emerging markets . I study carefully to invest in Chinese companies and today's positive comments have just forged my opinion on what to do. Warmest regards from Helsinki , Finland.

[@randalldougherty2249]

Excellent interview!!

[@shunngai]

It’s great to have great fund manager to share their viewpoints . However, if you are good at one object doesn’t mean you are an expert of all. The comparison between other disease and COV-19 is a fault comparison.

[@nrs6956]

Thank you for your insightful clip.

[@davidlim4602]

Another excellent guest, whom knows that they are talking about, considering the amount of self proclaimed experts these days, whom are mostly rubbish. Keep up the good work and great guests.

[@stevend5901]

The interviewer asked very smart questions. She’s asking the same questions we want to ask the guest !!

[@rayterrell6442]

I really enjoyed his viewpoint and look forward to reality to see if it supports him.

[@stevenoliver9728]

When you invest money in emerging markets you are trading in your first world currency for securities that are often denominated in what amounts to funny money that erodes in value against the dollar year after year. Choose well or your returns will be disappointing.

[@jnjpascale1]

Read up on it. Every developing market currency eventually has crashed just as a US dollar will someday. What about diversifying between currencies, doesn’t that make sense?

[@RobCollins2015]

I get your point but the US is running large twin deficits (fiscal/current a/c) so its money is a little on the 'funny' side. My particular emerging market has a current a/c surplus and a very modest fiscal deficit. Overall the country is cash positive. And valuations are roughly half the US....

[@stevenoliver9728]

Take a look at the long term chart of VNM. It's an ETF for the country of Vietnam which has been rapidly growing as a manufacturing source and tourist destination. Turkey is also a tricky place. I made money there but it wasn't easy. All I'm saying is that you have to choose wisely. Best of luck!

[@kamleshthaker]

Thanks for these videos. K Thaker MD

[@marcusagrippa9960]

Many pundits have advocated for “Emerging Markets”, does anyone have a view what these “emerging value stocks” are? If you look at EEM, top holdings are Alibaba, Tencent, TSMC, Samsung, close to FAANG rather than value, so the value names are mostly Chinese banks who trades at 0.5x P/B and 6xPB or commodity names? The claimed value doesn’t seem to resonate when you look into these indexes, anyone has better explanation?

[@MotoM1234]

There is no logic in this market. As it goes up it keeps going up. Then it will start to go down and keep going down. Only the trend rules.

[@praveenchawla6999]

Great job. Arnott is a genius.

[@jackburton806]

It is not called the Payroll Protection Program. It is Paycheck which is a distinction that might not sound important but is. This very poorly designed loan/grant has been rolled out with little guidance from the SBA/Treasury no matter how much happy talk Steve Mnuchin blathers on about on TV. So a lot of small companies either aren't getting it or it is taking months to get thru the approval process and if they do get the money their employees are already unemployed or furloughed. If you have only 8 weeks to use the money and it has to be used for paycheck replacement mostly (75% at least) and your are in lockdown as a restaurant or salon or whatever then you now have money that you can't use for the intended purposes which means you have to pay it back. All of this is moot since a large number of these businesses wont exist in 6 months as this guest aptly indicates.

[@jimburris]

Please tell Mr. Arnott that cancer and auto accidents are not contagious.

[@SagaranMike]

This guy has a flawed logic. This virus is dangerous for medical workers & care givers.

[@jnjpascale1]

You better explain better. You’re not making sense. I followed are not for many years and the guy has won a tremendous amount of awards. He is a thought leader. I pay attention to him and his long-term performance is good in his category.

[@brucelahmayer2414]

JERRY PASCALE “we don’t shut down the economy because of 40000 fatal car accidents.” well duh......... thats because car accidents aren’t going to increase exponentially and overwhelm the health care system.

[@garretmaki2564]

Mentions how absurd it would be for him to comment on epidemiology, then immediately calls the shut down political. I would never take any advice from this guy.

[@KK-pm7ud]

Come on. You can't even recommend one stock or position? Bummer.

[@jongbongkim4386]

Balance sheet!!! I totally agree. I quote "Market is a voting machine for short term but a weighing machine for long term". FAANGM will soon be weighed.

[@lisapurplehayes]

Interesting thought, you mean it will be weighed as in, possibly not real?

[@jongbongkim4386]

@@lisapurplehayes I mean economic deadweight will start showing up on those growth stocks balance sheet. Then, the artificially jacked up price will go back to it's mean value.

[@brianwhite1189]

@@jongbongkim4386 FAANGM, and others, are our 21st century industrials. They'll continue to grow and change and solve problems not yet imagined. They will become even more valuable for years to come.

[@lisapurplehayes]

@@brianwhite1189 I think you are onto something Brian

[@lisapurplehayes]

@@jongbongkim4386 Thanks for the reply!

[@cjdch6604]

He is v good.

[@simpleventures]

Rob’s strategy has underperformed for perhaps as long as a decade, or more. Why should we follow him now?

[@jnjpascale1]

Because he is a financial genius, and when you get to know Research Affiliates, his company, it is very impressive. I continue to evaluate him and any fund manager over time to make sure they are adding value. I would not buy all of his funds, but the guy is one of the recognized experts in the industry with a great and strong supporting cast. HIs entire term track record going back to for PAAIX is in the aggregate + about 10% the category average performance.

[@brianwhite1189]

That was excellent! Thanks!

[@bgates275]

'Uncomfortable usually means: Unpopular, underperforming, and cheap'. I think I'd elect silver and oil as commodities. The problem with emerging markets is that by that very definition, they've never been successful. Of course, if Japan and South Korea are any indication, China is probably a pretty good bet too. I think I'd still rather get exposure to slumping European markets though.

[@InvestingEducation]

Nice vid

[@tosammyk]

Completely wrong