Stock Market Bubble 2021? S&P 500 Overvalued But Inflation Looms [What to do?]

[@maryamesmaeili4674]

4 weeks passed and no new videos. Hope you are doing well. Looking forward to your next video

[@bingbongcentralhq]

@@evanchen703 why would you lie about this?

[@abubader5869]

We have missed your fantastic effort

[@cirodirosa6752]

I think your conclusion is the most astute. The FED will (fight) not raise rates and the status quo is the most likely scenario. I feel the fear of inflation will be with us so long (as it has) that inflation sensitive stocks will be neglected (feared) for inflation resistant sectors.

[@InvestingwithDrDan]

that is an interesting take. I notice the mainstream media has finally started talking about inflation, so maybe it will creep into investors' minds.

[@fayezalwattar6519]

Hey Dr. Dan, hope you're doing well. Loooong time no see. start missing your videos ;)

[@evanchen703]

I'm sorry to inform you that Dr. Dan has passed away :(

[@fayezalwattar6519]

@@evanchen703 I’m very sorry to hear that. My sincere condolences to his family

[@bingbongcentralhq]

@@fayezalwattar6519 it's not true

[@fayezalwattar6519]

@@bingbongcentralhq Thank you. I realised that after some time, and now i know the full story.

[@jeremybackpacker]

Dan are you alive ? We miss your stocks analysis down here !

[@tamaspapp3302]

Maybe He is on holiday?

[@bingbongcentralhq]

@@evanchen703 lies again

[@konstantinassolovejus]

According to A. Damodaran no asset class performed well during high inflationary periods, but gold.

[@InvestingwithDrDan]

Gold is good right now in my view!

[@levent_a]

@@InvestingwithDrDan which producers do you own besides barrick? Of course, this is only for entertainment purposes and no investment advice? I ask because I am curious which factors come into play for you ..... I own barrick but am considering ....b2gold as it has great financials but has more risk.

[@InvestingwithDrDan]

@@scotttild I know, they keep telling us its transitory, lol. As if businesses are going to lower prices next year, haha.

[@jblanla]

And tobacco companies 🚬

[@fedcoin1602]

@@levent_a check out KL (Kirkland Lake Gold) I believe it’s intrinsic value to be $71.56 Because it is smaller the big investors have left it alone.

[@silverwhalenz2395]

Awaiting the next vid;)

[@amosboey6625]

Hey Dr Dan, would like to see your analysis on Prosus/Naspers :)

[@cynet9042]

when is the next stock analysis? i love these videos

[@jonathanemontgomery]

Dan we miss you!

[@cirodirosa6752]

I was going to write the same thing. That's why I'm hear! Hey Dan, Please post a video about whatever you wish. Less informative videos are just as good to see you safe and well.

[@GrahamMelb]

Wondering if Dan’s account has been hacked. Possibly not but definitely some scammer is replying to comments purporting to be Dan

[@jonathanemontgomery]

@@GrahamMelb Many financial youtubers have scammers in the replies with accounts that are similar to the KZbinr but are not the KZbinr’s account. The scammer just copies the profile picture and has a similar account name

[@cirodirosa6752]

@@GrahamMelb Scammer responses is affecting all Investment channels. So, I suspect it's not that. In the last few videos, Dan's demeanor seemed quite discouraged. Hope all is well.

[@adrianz9498]

We miss You Dr. Dan :c

[@evanchen703]

Dr. Dan has passed away...

[@MrJebus4life]

Hey Dan, I was looking a bit deeper in the insurance industry (one where I'm really not at home to be transparant, so it's likely I'm missing some nuances, the industry is quite versatile). Noticed that most (of not all) of the US insurance companies are quite a bit above (or at the least back up to) their pre-covid levels (Metlife & Prudential to give 2 big ones). But in Europe they are at most back up-to their previous levels, with quite some which are lagging behind: To name a few: AXA (French) -10% lower), Legal & General (UK) - 10% lower, Munich RE (Germany) 20% lower) and Swiss RE (25% lower) Not surprisingly I looked most into Swiss & Munich, both seem to have been hit quite hard by Covid, but especially Swiss RE seems to have a strong foundation to overcome the tough year (2020 showed 700m net loss; if they "exclude" the COVID related costs it would have been 2.2b billion net income). Also in 2021 they seem to be getting back with a Q1 net income of 330m (843m when excluding covid). Naturally we shouldn't just overlook the whole Covid factor, it hit these guys strongly which is clearly the reason why they are still reporting far below their 2019 market cap. But looking ahead I see strong cashflow/solvancy, high dividend yield (7%) + room to grow the share price by 25%. To me it seems like a relatively safe and undervalued stock (so I bought some :)), as you are also looking for value in this overheating market, I thought to drop you the idea (if not the company, the sector ;))

[@WorkingDadTrader]

There is a load of stocks overvalued. Look at a lot of the Ark stocks. Been way over valued for a while. Its not the time for to many speculative stocks. Good video mate

[@InvestingwithDrDan]

Thanks man! I agree btw.

[@holywarrior8684]

Thank you very much for bringing up this very important topic. In 5 years we will know more and the word "if".... will be king... LOL. However, we will write a new chapter in financial history soon. This is a total new situation. I have been very defensive with my investments lately. 10-20% in gold and silver, physical / etf real estate, great dividend blue chips etc. these is all you can doo at the moment. I also believe that quality pharmaceuticals will do great in the future. Nobody will complain if there is a price increase in the range of the inflation.

[@InvestingwithDrDan]

I'm with you. Very defensive portfolio for now.

[@dmottin]

PREACH PREACH PREACH PREACH

[@angryhamster147]

Thank you for the video and also for touching on whether you keep money aside for the case of a crash

[@investingwithdrdan7852]

*T•h•a•n•k•s f•o•r w•a•t•c•h•i•n•G T•o•d•a•Y•s V•i•d•e•o F•o•r. I•n•v•e•s•t•m•e•n•T A•s•i•s•t•a•n•T *T•E•X•T. M•E•* *•+264

[@cirodirosa6752]

Very informative. Thanks.

[@silverfoxcondor46]

Very good to hear where to put some investment for safety. VWO and VNQI are a couple for research. Thanks so much!

[@InvestingwithDrDan]

VNQI doesn't have the best disclosure. I prefer some other international REIT funds like IGR, HAUZ, REET, RWO, or AWP.

[@Yi-fr3gt]

Great content!

[@gneemtb265]

Thanks dr Dan!!! Is baba a good buy right now??

[@InvestingwithDrDan]

It's one of my bigger positions.

[@levent_a]

Great video. Buy european. With negative rates for the last decade..... we can go more negative. The ECB is publishing papers on deep negative rates.

[@InvestingwithDrDan]

Yeah, I kind of wonder if the U.S. will do negative rates. It's a big step, but once you do it, it's not hard to argue for more negative rates.

[@alexlumsden4973]

Hey Dan - great video as always. Can you make a video just talking about the stocks/funds you're long on?

[@investingwithdrdan7852]

*T•h•a•n•k•s f•o•r w•a•t•c•h•i•n•G T•o•d•a•Y•s V•i•d•e•o F•o•r. I•n•v•e•s•t•m•e•n•T A•s•i•s•t•a•n•T *T•E•X•T. M•E•* *•+264

[@jacobs6091]

Nice video! I know you probably have a thousand companies on your stock review list….. but you should review DJCO. Looks interesting at current PE levels and what not.

[@investingwithdrdan7852]

*T•h•a•n•k•s f•o•r w•a•t•c•h•i•n•G T•o•d•a•Y•s V•i•d•e•o F•o•r. I•n•v•e•s•t•m•e•n•T A•s•i•s•t•a•n•T *T•E•X•T. M•E•* *•+024

[@christoph7866]

Thanks for the great content. I also picked up some alibaba stocks, looks quite cheap compared to many western stocks.

[@InvestingwithDrDan]

I agree!

[@christoph7866]

@@InvestingwithDrDan Hey I really hope you are doing well. Miss your great videos.

[@_jn94]

Hi Dan, Can you do a video on Thor Industries? Cheers

[@laurarodgers2780]

Can you do an analysis on aquestive therapeutics soon? AQST ❤️

[@owendavies8227]

If it works like it did in the early 2000s, good tech companies will take a hit as well as less-good companies. So, hopefully there will be some good deals, but companies in my portfolio like BABA, BIDU and ANET will probably also take a hit.

[@InvestingwithDrDan]

Hey Owen! Yeah, the market usually throws the good out with the bad (AKA panic selling). Hopefully that's what happens and some good deals arise.

[@sander8142]

Pls upload again!

[@investingwithdrdan7852]

*T•h•a•n•k•s f•o•r w•a•t•c•h•i•n•G T•o•d•a•Y•s V•i•d•e•o F•o•r. I•n•v•e•s•t•m•e•n•T A•s•i•s•t•a•n•T *T•E•X•T. M•E•* *•+024

[@peterplus2001]

Can you do Autodesk ADSK

[@gabe6513]

Can you take a look at Coinbase? COIN

[@datle5449]

nice video

[@InvestingwithDrDan]

thank you Dat Le!

[@AcupunctureAds]

I’m thinking oil is a safe bet right now

[@InvestingwithDrDan]

Yeah I didn't mention it, but it is a commodity that we all need.

[@JonyCcc]

can u please check CLX Thx U

[@investingwithdrdan7852]

*T•h•a•n•k•s f•o•r w•a•t•c•h•i•n•G T•o•d•a•Y•s V•i•d•e•o F•o•r. I•n•v•e•s•t•m•e•n•T A•s•i•s•t•a•n•T *T•E•X•T. M•E•* *•+024

[@chessdad182]

The low interest rates are like heroin to the government/stock market/home buyers. The FED cannot have them go cold turkey. LOL. I'm fully invested at the moment. But except for Amazon and Berkshire, nearly all my holdings pay a reasonable dividend. I will probably just have to ride this one out.

[@InvestingwithDrDan]

I'm with you. With inflation concerns, it's hard to hold more than maybe 10% cash. So I won't be scooping up too many bargains if we have a crash. But, I can always sell stuff like PG and WMT and buy stocks that dropped the most.

[@silverwhalenz2395]

Been a while since last video…all ok I hope 🤞🏽

[@evanchen703]

I'm sorry to inform you that Dr. Dan is no longer with us. He passed away a few months ago.

[@silverwhalenz2395]

@@evanchen703 oh noooo! 😢 condolences to his friends and family. He will surely be missed on here for sure. Can’t believe it. So very sudden

[@GrahamMelb]

@@silverwhalenz2395 Dan posted an update a week ago on his Community page. Evan Chen is just a troll...

[@silverwhalenz2395]

@@GrahamMelb oooh what a c$?t he is to say the least. Some people have no common sense, I was actually telling my wife about this sad story of Dan being there today and gone tomorrow. Thanks for the update, appreciated

[@charland5288]

2008 didn't have young robin hood investors no telling what is going ton to happen

[@investingwithdrdan7852]

*T•h•a•n•k•s f•o•r w•a•t•c•h•i•n•G T•o•d•a•Y•s V•i•d•e•o F•o•r. I•n•v•e•s•t•m•e•n•T A•s•i•s•t•a•n•T *T•E•X•T. M•E•* *•+024