Warren Buffett’s Alarming Stock Market Prediction

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Hamish Hodder

Hamish Hodder

Күн бұрын

Пікірлер: 495
@HamishHodder
@HamishHodder 2 ай бұрын
link to the article is in the description :)
@CesarMalacon
@CesarMalacon Ай бұрын
When did you hit 200k? Congratulations! Well deserved.
@Trockenfurz
@Trockenfurz Ай бұрын
you just wasted 10 minutes of my life. good that i had it on 1.5x speed.
@peruoilman
@peruoilman Ай бұрын
😅
@hammerfallen12345
@hammerfallen12345 Ай бұрын
So he sold some days before the election....so interesting 🙂
@Daytona2
@Daytona2 Ай бұрын
ooh, a Stockopedia discount, cheers Hamish 👍🤜
@Joedragonfeast
@Joedragonfeast Ай бұрын
Warren Buffett is 94 years old. He is everything a good billionaire should be. A true philanthropist. A man who is willing to pay the taxes that are due. Auntie also recognizes that if our political system wasn’t so corrupt he would and should be paying more, it is amazing to me that no one realizes that he has not lost faith in equities. He is simply preparing for the end of his own life. His lifelong business partner recently passed away. In one or at most two years, he will likely pass away also. As an intelligent person, he is taking less and less interest in the worldly cycles of economy. He is a good man, and I feel confident that he is simply preparing his estate in a good way. I wish him well on his journey. If only the crass and selfish billionaires of today, had his character in spirit. When he is gone, we will have lost one of the greatest men in history.
@OvertheGarage-wv1wn
@OvertheGarage-wv1wn 28 күн бұрын
He is a great and humble man. Do you know his credit card of choice is an American Express green card? The same one he's had forever. No Centurion card for him. No Rollex. I hope he is working on his memoirs and it goes on sale before tariffs hit and everything goes to hell after which I won't have the luxury of buying books. I'll just have to wait till hit hits the library. I just love listening to his videos. There are lessons there that you can take way past the stock market, they extend to life and I get the impression during most of his talks he likes to address everyday people.
@newhampshirelifestyle4233
@newhampshirelifestyle4233 Ай бұрын
It is strange that Warren Buffet claimed, "you should never hold cash, never get out of the market, and nobody can predict the market". Here he is doing the opposite of what he suggested.
@gen-X-trader
@gen-X-trader Ай бұрын
His problem is he is very size limited. He has so much money that he literally would move the market in a lot of the individual securities that he's traditionally known for buying. Why he doesn't index more in the s&p 500? Now that's a question I haven't seen anyone ask him that does make a lot of sense
@sahilsharma8629
@sahilsharma8629 Ай бұрын
He is liar, he does the opposite what he says, like he says I drink 5 cokes daily?
@carterembrey1393
@carterembrey1393 Ай бұрын
NICE REMINDER TO STAY INVESTED...THANKS. OLD AGE VISITS US ALL HE ALSO IS LEAVING HIS FAMILY GREAT WEALTH THAT HE PROMISED HE WOULDNT☆
@GuapLord5000
@GuapLord5000 Ай бұрын
Did you watch the entire video. This is discussed in it.
@EtherealSpectrum
@EtherealSpectrum Ай бұрын
man ....his "cash" delivers 1bn for BH every month lol. Most of the cash is parked in Treasury bills.... He never holds just cash except a percentage to pay unexpected bills...He is a wise person
@douglasmcgraw96
@douglasmcgraw96 Ай бұрын
The problem with the argument presented in this video is in comparing 1965 to 1981 to the current time doesn't factor in the fact that there are billions upon billions of dollars pouring in from 401(k)s and pension plans that were not there during that original time period. When this money comes in to money managers, they are required to invest that money in the market. So there's a built-in tendency for the market to go up that didn't automatically exist, originally. In addition, the current returns don't seem to reflect previous investment schemes in anyway. No one has a crystal ball. And the way this video attempts to analyze the market is as faulty as any other way. This is the best something to keep in the back of your mind as you plot your way forward. The stock market is overvalued. A serious correction is overdue. So what you should get from this video is the comment about Warren Buffett having a lot of cash on hand. An argument could be made to wait to invest after that correction occurs. The problem of course is timing. Nobody knows when that's coming and nobody knows how much money they're gonna lose by selling too soon. But definitely don't watch a video and think that that should determine your investment plan or get either overly optimistic or overly pessimistic based on it.
@zaphodsrealm1549
@zaphodsrealm1549 29 күн бұрын
And you aren't taking into consideration tRump's tariffs. Besides, I'll listen to Warren Buffet over you any day... Happy Thanksgiving.
@karma13612
@karma13612 28 күн бұрын
Well said!
@thesleeplessmn
@thesleeplessmn 27 күн бұрын
Buffett has cash because there’s a huge amount of newly printed cash out there looking for a home ..
@zaphodsrealm1549
@zaphodsrealm1549 26 күн бұрын
@thesleeplessmn Buffet has a lot of cash because he's been selling tons of stock.
@jeromelee1627
@jeromelee1627 25 күн бұрын
85% of the market is owned by 10% of the people, 401k is a drop in the bucket. 401 k is a ploy to make the poor man think he has a stake in the game 50 to 60% overvalued. It’s coming hold on,it will correct. The tariffs may trigger it. It will be fun to watch.
@theartofarbitrage
@theartofarbitrage 2 ай бұрын
The man is making the biggest market forecast without saying a word
@afonsodeportugal
@afonsodeportugal 2 ай бұрын
The emperor needs not to speak. His subjects fear his every gesture.
@marcoseggi7274
@marcoseggi7274 2 ай бұрын
​@@afonsodeportugalproductivty crisis, late stage capitalismby design
@13thbiosphere
@13thbiosphere 2 ай бұрын
Most of the markets are controlled by artificial intelligence not the old human panic
@ansbis
@ansbis 2 ай бұрын
@@13thbiosphere interesting thought...
@rallyrcrr
@rallyrcrr 2 ай бұрын
The emperor has no clothes
@harold-p1l
@harold-p1l Ай бұрын
1968 - made $0.90/hr (1st job) -1970 $3./hr - 1974 $5/hr - bought 1st house ($40,000 at 9%) - 1980 $10/hr - 1990 $15/hr - 2000 $25/hr - raising wages but prices went UP - INFLATION KILLS EVERYTHING AS PRICES WILL NEVER GO DOWN (you need MORE AND MORE $$$ just to get by) ?? :-(
@phytoswillams7835
@phytoswillams7835 Ай бұрын
....why you saying this as if it's some new discovery.
@chriscox896
@chriscox896 Ай бұрын
Investing in gold and real estate did better than most stocks. Without additional investments the working man and middle class will get crushed by inflation.
@bobtahoma
@bobtahoma Ай бұрын
Prices do go down. Just on average everything goes up.
@NayNay-y5t
@NayNay-y5t 26 күн бұрын
Over the years, he has made various comments that reflect his long-term
@ClintonMathew-x1s
@ClintonMathew-x1s 26 күн бұрын
If you're referring to any specific statement or prediction, it’s likely in the context of his views on market bubbles, economic downturns, or potential overvaluation in the stock market.
@MuhammadJame-l9u
@MuhammadJame-l9u 26 күн бұрын
@@ClintonMathew-x1s In 2021, Buffett made some comments that raised concerns about the stock market. Specifically, he noted the high levels of corporate buybacks and increasing stock prices during a time of market exuberance.
@thomasAdam-j6n
@thomasAdam-j6n 26 күн бұрын
@@MuhammadJame-l9u also since 2021 we have been bullish on GOLD and other metals, but throughout all this ups and down each investors need a well behaviour [sophie kathryn jones]
@JanetAlber
@JanetAlber 26 күн бұрын
@@thomasAdam-j6n When markets experienced downturns or periods of uncertainty, Sophie’s calm and measured approach kept her investors from making knee-jerk reactions.
@NayNay-y5t
@NayNay-y5t 25 күн бұрын
@@JanetAlber you mean sophie kathryn jones, such a consistency she also one of my fav's..advice many to look her up internet.
@johank1061
@johank1061 Ай бұрын
Never believe a top investor that has his own priority to manipulate the investors for his own benefit.
@SB-yq6ze
@SB-yq6ze Ай бұрын
I feel it's not that appropriate to link returns to US GDP any more, companies are so much more global than they used to be. If the US stagnates and Asia pacific booms, global companies can still grow above US GDP
@JamesClark-cg1qk
@JamesClark-cg1qk Ай бұрын
good point
@AnzacHouchen
@AnzacHouchen Ай бұрын
Really good point
@masterofalltrades_
@masterofalltrades_ Ай бұрын
great point
@johnd296
@johnd296 Ай бұрын
Trump’sprotectionist policies and the resulting trade war will change that
@AtHomeAndHandy
@AtHomeAndHandy 25 күн бұрын
This is a true point and I have watched where Buffett himself has stated this, that he does not call it the end all be all anymore. He said it is an indicator that he definitely keeps an eye on but outs less weight into it than he did before.
@ryanl2324
@ryanl2324 2 ай бұрын
10:40 A 6.3% increase in the S&P 500 over 17 years relative to inflation is still waaaay better that you would do if you held plain cash
@Joeknowsball247
@Joeknowsball247 17 күн бұрын
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
@DanielAnicSaz
@DanielAnicSaz 15 күн бұрын
And how do I know what is a good company? People like me... when we analyse stuff, we get the opposite results, because we make mistakes. So better see what the general trends are or what the next hype is and take it with you.
@itsMohak
@itsMohak 2 ай бұрын
Great insights and research
@HamishHodder
@HamishHodder 2 ай бұрын
My AI Buffett used in the intro needs some work... 😆
@theartofarbitrage
@theartofarbitrage 2 ай бұрын
The voice is scarily good - which AI tool do you use for this?
@marcopolo3936
@marcopolo3936 2 ай бұрын
I thought buffet actually said this 😂😂😂
@rbiscuit7458
@rbiscuit7458 2 ай бұрын
Had me fooled
@DanielPflager
@DanielPflager 2 ай бұрын
Do you have a link to that article?
@HamishHodder
@HamishHodder 2 ай бұрын
It's now in the description :)
@oldrrocr
@oldrrocr Ай бұрын
dude, Warren hasn't said anything since 1998? We've had a few crashes since then...
@Investright-t8k
@Investright-t8k 2 ай бұрын
So what your sayin is we should have lots of cash reserve so if there is a market crash we can capitalize on the low prices?
@caryphillips4885
@caryphillips4885 2 ай бұрын
Yes, or gold.
@JS-jh4cy
@JS-jh4cy 2 ай бұрын
Y
@nietur
@nietur 2 ай бұрын
No.
@christopherfleming7505
@christopherfleming7505 2 ай бұрын
Yes
@GuapLord5000
@GuapLord5000 Ай бұрын
Watch the entire video.
@Henry.Nibler
@Henry.Nibler 2 ай бұрын
It would be very valuable to see the GDP number minus real estate. Real estate transactions have been so disjointed, and massively imoact GDP
@rebeltheharem7028
@rebeltheharem7028 Ай бұрын
Real estate prices generally follow the market, which generally follows economic conditions, because all these things relate to how much money people have to spend, and thus how much capital people will have to invest and or buy real estate. The US isn't a very real estate centric economy until recent years. Its historically (and still remains), a consumerist economy. Real estate only effects less than 20% of the GDP (but its recently been growing thanks to high real estate prices).
@Henry.Nibler
@Henry.Nibler Ай бұрын
@@rebeltheharem7028 It began growing due to TCJA an tax incentives for rent-seeking behavior. But that's not what this is about. I think the minus real estate would show the real economy as I don't think the exchange of existing property is something that should be presented in GDP data.
@ottobihrer732
@ottobihrer732 Ай бұрын
I can predict with 100% certainty, that nobody ever predicted and will predict the time of a recession. But if you scream the sky is falling nonstop for 20 years, you may get it right eventually one day. Like a broken watch.
@adamjoyce4528
@adamjoyce4528 2 ай бұрын
Nice research.. thanks
@coldflu
@coldflu Ай бұрын
Old wealth wasn't always earned; it was often engineered by taking from others. There is a reason why envy is a sin.
@SecuredMinds
@SecuredMinds Ай бұрын
It was engineered by creating value. With the massive rise of GDP, you cannot state that "the rich took it from others". The others never had anything to take in the first place.
@SecuredMinds
@SecuredMinds Ай бұрын
Note that I am not saying that the pie is divided fairly. To do so one would have to define what "fair" means in this context and I don't want to get into that. But the pie was baked by those who are rich, not taken from those who are poor.
@paykh
@paykh 2 ай бұрын
the debt is growing at an alarming pace. Near impossible to lower interest rate given the volume of bond the American gov needs to raise.
@BurtGordon-o2u
@BurtGordon-o2u Ай бұрын
I am skeptical of valuations. But the same things were being said last year. And if you took your money out of the S&P 500 you missed a 23% return this year. Hold of variety of assets, massage them if you well. But don’t make drastic moves. That is market timing.
@WilsonDaBoss06
@WilsonDaBoss06 Ай бұрын
It’s up almost 39% in the last 365 days.
@BurtGordon-o2u
@BurtGordon-o2u Ай бұрын
@ This all feels very 1999-2000 to me.
@therealjeries1157
@therealjeries1157 Ай бұрын
False. If you got out of the market, you lost the OPPORTUNITY to gain 23%, you did not lose 23% because it was never yours. The way we speak about this is very greedy. If you stayed in the market and it crashed 80%, that is money you actually lost. Your retirement gets delayed or cancelled, people lose their homes, so on… that is a real fear. The fear of missing out on a potential crazy gain on top of the craziest bull market is not fear, it is greed.
@kylekataryn3454
@kylekataryn3454 Ай бұрын
almost always the average investor will mis-time the market. most people, most of the time, are better off using a boggle head style investing: buy indexes, and periodically rebalance.
@TheJoker-qn6vw
@TheJoker-qn6vw 2 ай бұрын
Where can someone get this article to read?
@HamishHodder
@HamishHodder 2 ай бұрын
It's now in the description :)
@TheJoker-qn6vw
@TheJoker-qn6vw 2 ай бұрын
@@HamishHodder Awesome. Thanks🙏
@Blair62
@Blair62 2 ай бұрын
"If inflation stays around 2%." The debt is over 35 trillion and is increasing by 1T every quarter. The fed's "balance sheet" is over 9T. Gold is over $2700 an oz.
@Arathreas
@Arathreas Ай бұрын
Which means it can move 2 ways. That spending make speople poor due to distortions. Unaffordability crisis affecte the real economy and stocks and gold crash like in 2000... or well any other of these scenarios. Or weget hyperinflation. Pick the one you think is more likely, I for one pick the first, as the US is not indebted in foreign currency.
@fluffycolt5608
@fluffycolt5608 2 ай бұрын
When you show eg the 66% return over 17 years are you reinvesting the dividends or is this simply comparing the share price index?
@timmiekat6072
@timmiekat6072 25 күн бұрын
I Will say one thing, investing has increased for a couple of reasons! 1. Everyone has acces to investment apps. The bar for investing has been severly lowered 2. Inflation has increased while interest rates are down leading to higher interest in the stock market. 3. New industries are popping up, I personally believe AI and space stocks are much more stock market crash proof then the S&P
@declanreiser236
@declanreiser236 Ай бұрын
The politically upsetting total reshuffling of the “pie” he described has occurred now as opposed to then. Inequality levels are very different, and if you are my age (25) you’re largely working in a time that lacks a middle class for you. Two incomes is required at minimum for home ownership, the 1% has its own elite 1% of the 1% , while debt is at all time highs. Companies have utterly passed the cost of inflation onto customers, and kept them high as inflation came down. We pay employees a fraction of what their worth. Remember, do to technology and education, worker productivity is up several orders of magnitude from where it was through the 80s and 90s but wages stay the same. Essentially yes the upper class has taken a lot of the pie, more than they have since the gilded age, it’s a very all or nothing time in America, very hard to navigate for my generation (and honestly people trying to retire, people trying to settle to). I’ve been managing my own portfolio for 5 years and have seen really good returns, albeit with not a huge amount of money. I see this as a pretty necessary part of surviving this type of economy, the reshuffling warren said he doesn’t see happening in 1999 has happened with no guard rails slowing it. If I don’t have assets that are aligned with the interests of the wealthy, all my wealth is up for grabs, debt, subscriptions, low pay, high prices, I’m not trying to be pessimistic but it just seems to me that hey the upper upper class has created a playing field where they will take all they can get and realized that my generation will accept it. It’s all we know, no unions, no assets, no ownership, no regulations, no protections, it is an extraordinarily dog eat dog landscape.
@huruukko9419
@huruukko9419 Ай бұрын
Well comparing year 68 to 81, but during this time(70s) US dollar was taken off from gold reserves, so i guess that has some effect on product prices.. So im not sure are these years relevant to compare?
@xokelis0015
@xokelis0015 2 ай бұрын
Does anyone know which bank houses his cash? Or if his cash is in TBills, or some foreign bonds? Does anyone know. how to find this information? Thanks.
@spg77777
@spg77777 Ай бұрын
"Buy when there's blood in the streets." J.P Morgan (I believe)
@michaeloshiro-s2d
@michaeloshiro-s2d Ай бұрын
Th founding rothschild
@johnhuston650
@johnhuston650 2 ай бұрын
Nobody invested in stocks in the 60’s and 70’s. People started investing in the mid 80’s. Even more people are investing now than ever as companies no longer use a pension.
@smashschool6747
@smashschool6747 2 ай бұрын
You just warned the stock market could go down over the long term then said people should buy the index for the long term.
@DavidNorden
@DavidNorden Ай бұрын
This is an article from 1999, how could you expect this to apply to today's world that changed a lot !
@Aarrenrhonda3
@Aarrenrhonda3 Ай бұрын
Given the uncertain economic conditions and heightened global tensions, I'm considering investing over $400k in stocks. However, I'm uncertain about how to minimize potential risks.
@Rachadrian
@Rachadrian Ай бұрын
Consider hiring financial advisors, estate planners or tax experts. They can provide specialized knowledge and help you navigate complex financial decisions.
@ttrjw
@ttrjw 2 ай бұрын
The Bank of England has been around 1694. With the exception of extreme periods (ZIRP - late 1960s - 1980s) interest rates have been in the range of 3 - 5%. It's very unlikely that they will go below 3%.
@jeffbguarino
@jeffbguarino 2 ай бұрын
That is what Buffet said and the rates went to zero.
@freesk8
@freesk8 Ай бұрын
Recently it was near zero. I'm old enough to remember the inflation of the '70's. What you learn living as long as I have is that surprising things happen.
@77magicbus
@77magicbus 2 ай бұрын
Good job explaining Buffett's rationale and methodical thinking. As I talk to people who invest it becomes apparent to me that even when people know that it is a long term game and that they need to hold on through the ups and downs...they can't do it. They don't have the stomach or temperament to sit back and watch the show. And even fewer people have the temerity to buy more as the markets and market news headlines become center stage. People think it is easy to buy when the markets are crashing . It isn't!!!
@JJ-te2pi
@JJ-te2pi Ай бұрын
A ridiculous number of scammer comments here.
@mikestanmore2614
@mikestanmore2614 2 ай бұрын
Good video Hamish, thankyou. The question is, perhaps, what happens to individual shares during the 'flat' periods? At the moment the growth in the S&P is essentially gathered in a handful of companies. So without them, the market would be a lot flatter. Question 2: what happened to dividends over the 'flat' period?
@judewarner1536
@judewarner1536 Ай бұрын
Investing for gain in the stock market is very simple: buy low, sell high. Predicting the market is equally simple: in the long term, it will go up; in the short term, it will go down. You can only do this by actively managing your portfolio and taking advantage of the natural ups and downs of the market. Just because it's a long game that's not the same as sitting on shares and watching them going up and down while doing nothing. By actively managing your portfolio, you can benefit both from dividends and capital gains, a process that outperforms either alone. The longer a bull run or a relatively stable market extends, the more likely the inevitable correction or crash, both of which seem more frequent than before. In either circumstance, gradually increasing the proportion of your portfolio as cash, to about 25% as a hedge against capital loss on your remaining investment and the opportunity to reinvest at a discount when the inevitable occurs. Apparently, this IS what Warren Buffett is doing. I've never followed the investment gurus, I've figured this out for myself.
@dusty4047
@dusty4047 Ай бұрын
Let's also remember that the retail investor can't invest like Berkshire....They are dealing will massive sums. The retail investor can still find deals that Berkshire can't afford the risk on
@jackiechan8840
@jackiechan8840 2 ай бұрын
Always good information Hamish. Thanks bud
@markprice1308
@markprice1308 Ай бұрын
401ks people are forced to finance the stock market from the time that they benter the work force , till the time they turn 59 and a half and then they cash in more people today are working , but you cant ignore the fact , that the american worker is forced to fiance the stock market
@treygraphicsfte6747
@treygraphicsfte6747 Ай бұрын
you're not forced to invest in a 401k
@10054760
@10054760 Ай бұрын
No one is making anyone invest in a 401k. Even in companies with automatic enrollment you can opt out. So stop lying
@christobar
@christobar Ай бұрын
You have to compared to years past when there were pensions. There's no other option, so yes they are forced.
@direwolf6234
@direwolf6234 Ай бұрын
it's the only game in town ... and thanks to reagan that now includes the entire federal work force ..
@christobar
@christobar Ай бұрын
@@direwolf6234 Keep in mind it's been the republicans long term wet dream to turn social security into the same scheme.
@Ferdinand208
@Ferdinand208 2 ай бұрын
Run! Panic! Buy Gold! Let me make a prediction: Berkshire will have more money in cash in 2025. And 2026. And 2027. And 2028. But not 2029!
@parkerbohnn
@parkerbohnn Ай бұрын
A bottomless pit far worse than the '29 crash.
@powertoolpete9782
@powertoolpete9782 Ай бұрын
I only watched the first three minutes and I’m confused. If the economy grew by fourfold (or whatever) and inflation grew by ??, how much did the real economy grow? Was the change in the stock market the real growth discounting inflation? If the 1959-1981 period is misunderstood, what effect should that have on a future analysis?
@rocking1313
@rocking1313 2 ай бұрын
Thanks Hamish. Passive inflows into 401Ks and ETFs would likely mitigate this valuation issue to a large extent ?
@graham9334
@graham9334 Ай бұрын
I would argue this inflation is different in that the fed *has* to keep rates low to pay off the debt interest and will instead tolerate high inflation. We cannot repeat 18 percent interest without a complete collapse.
@MargotCrest
@MargotCrest 7 күн бұрын
Put your cash to work, especially now, more market diversification pushed my portfolio up 102% from last year with a 7 figure portfolio well positioned with good blue chip companies and I have stop losses in place, Personally with insights from my FA Susan Kay Mack I prefer to invest in large cap companies which have economic moats, large cash flows and strong balance sheets. Some of which are AAPL, MSCI, IUKD, TSLA, SCHD, NVDA and Barclays and other AI stocks.
@harrisahmed3066
@harrisahmed3066 7 күн бұрын
many individuals miss out on gains due to actually NOT being in the market and waiting for the chance of a crash. Perhaps it's wise to do both partially
@LanceyRoche
@LanceyRoche 7 күн бұрын
out of curiosity I did read about Susan Kay Mack on the web, she has a great resume
@soveinaaraceli
@soveinaaraceli 7 күн бұрын
An everyday millionaire. Well done
@kalineats
@kalineats 7 күн бұрын
i feel i downplayed the role of FA's in the past.. now actively looking to get one.
@thomasbennett7329
@thomasbennett7329 Ай бұрын
Keynesian economics works well only in expansions because it does everything we like to see- create new money, stimulate demand for goods and services, bolster the jobs market, generate rising tax bases, foster creativity, etc. In reverse it ushers in the opposite of all those wonderful things, delivering reality to us in the forms of”credit crunches” in multiple manifestations: recessions, depressions, inflation, stagflation, bankruptcy, debt restructure- you name it. Any way you cut it major “adjustments” lie directly ahead.
@tarabostes90210
@tarabostes90210 2 ай бұрын
According to the Buffet indicator, S&P is over valued by 63-65% now, so expect that pull back and then you can say that you bought at real valuation.
@iansisberg5745
@iansisberg5745 Ай бұрын
The 'Buffett Indicator' is 'Correct'!!! And, maybe, even "More than it says". Think like "Minus 68 percent to 72 percent. 😐😐😐😐😐
@jamescampbell7894
@jamescampbell7894 2 ай бұрын
Great video Hamish!
@HamishHodder
@HamishHodder 2 ай бұрын
Thanks!
@xst-k6
@xst-k6 Ай бұрын
It's common sense that all that printed money will eventually find its way into the market... why do most people over analyze this fact?
@jonathansmith5305
@jonathansmith5305 2 ай бұрын
He sold banks because they are short silver and will collapse soon
@nonexistent5030
@nonexistent5030 2 ай бұрын
Lol "billions" in losses of the 5 largest banks will lead to their total collapse.
@nonexistent5030
@nonexistent5030 2 ай бұрын
That's such a tiny fraction of their equity.
@LinardsBerzins
@LinardsBerzins 2 ай бұрын
love these videos, keep em coming
@HamishHodder
@HamishHodder 2 ай бұрын
Thank you for being a long-time subscriber of the channel!
@JS-jh4cy
@JS-jh4cy 2 ай бұрын
What are the two variables, I see inly one mentioned which is interest rates
@acesfullmike5371
@acesfullmike5371 23 күн бұрын
Your graph states that 3.3 Trillion increases to 9.9 Trillion. I see that as a 200% increase, not as a 191% increase as shown. ?
@hliang4
@hliang4 2 ай бұрын
Buffett really is the goat, I wonder if he’ll be going into commodities now
@hch5807
@hch5807 Ай бұрын
So it's his past prediction, not his current prediction? If correct, what is value add of this podcast?
@allencrider
@allencrider Ай бұрын
Econ 101: In a recession, cash is king. But we're not in a recession ast this time.
@tonypcoyle
@tonypcoyle Ай бұрын
yet.
@outlookoff9884
@outlookoff9884 21 күн бұрын
Brilliant video. Great work. Nicely done. In late 40s. Finance profession.
@Me2-l4m
@Me2-l4m Ай бұрын
So when a person has the ability to crash a system do you think that they had not set up insurance policies so they can get set up right
@ozgurinan1945
@ozgurinan1945 Ай бұрын
Outstanding analysis
@JoshuaRose-f4y
@JoshuaRose-f4y 2 ай бұрын
I think a lot more people bought bonds instead of stocks during the 70s
@LR-jk2jk
@LR-jk2jk 26 күн бұрын
I wonder if dividends were increasing during the flat market period.
@andrewclimo5709
@andrewclimo5709 Ай бұрын
This is a US centric video, understandably. In the UK shareholder returns have held up in the last 10 years, whilst GDP has flat lined as has GDP per capita. In other words corporate UK has been shielded largely whereas the real economy has been in the deep freeze. This suggests that the UK trajectory may be the opposite to that of the US, seeing increasing growth. This might also mean stocks don't rise in the UK though.
@maximayr9297
@maximayr9297 2 ай бұрын
If this holds up, stockpicking will become more important in the next years.
@돈차
@돈차 2 ай бұрын
Stop predicting the market. Just look for the gems. There is no best timing to the market. Isnt it what he is saying all the time on the other side ?
@rickpuigmusic
@rickpuigmusic 2 ай бұрын
Would like to see a us debt factored into the analysis. Printing all that currency has to go somewhere.
@Logge0815
@Logge0815 2 ай бұрын
It´s called hyper inflation and will come before the year 2030.
@shadowninja6689
@shadowninja6689 2 ай бұрын
Yeah, I really call the idea into question the idea that US treasuries are ultra safe given just how unsustainable the US debt load is, and just how rapidly it's been adding more and more debt. Either it eventually won't be able to pay off that debt when interest exceeds tax revenue, or your money will be worth next to nothing when they turn on the money printer to make the payments. And I'm saying this as a US citizen.
@WilsonDaBoss06
@WilsonDaBoss06 Ай бұрын
@@Logge0815hyperinflation will not happen in the US.
@nedyalkokarabadzhakov5405
@nedyalkokarabadzhakov5405 2 ай бұрын
I am coder but very vey interested in financial world and investing, i need to learn more and more. Your videos help me a lot.
@JS-jh4cy
@JS-jh4cy 2 ай бұрын
What article was this in which magazine? Fortune 500 or _____ magazine
@pierrec1590
@pierrec1590 2 ай бұрын
Markets are fundamentally a reflection of the activity of people active in that market. If you look at the population curve of that market, you will get a predictor of the activity of that market. All our economic models are viable only in growth mode. The population is aging and the economy will go down.
@Bob-ru6nw
@Bob-ru6nw Ай бұрын
Did you adjust his cash pile for inflation?
@25Soupy
@25Soupy 2 ай бұрын
The market is up 30% from just 1 year ago. What would this video say if it was made just 1 year ago?
@JunkSock
@JunkSock Ай бұрын
Exactly - 1 year of -22% or +33% changes the long term return quite a bit
@jarrod499
@jarrod499 Ай бұрын
That’s the problem with successful timing. This exact argument could have been made a year ago and if had been acted on one would have missed out on a great year of returns.
@25Soupy
@25Soupy Ай бұрын
@@jarrod499 Yes, that would be me. I sold everything Dec 15, 2023 putting 85% in Money Markets and 15% in bank stock ETF. I missed out on some great profits.
@TruthIsFreedom7777
@TruthIsFreedom7777 Ай бұрын
I don't think a large cash position is too smart unless your goal is to hold 100% of it in cbds's and you have a great social credit score
@muubie
@muubie Ай бұрын
So assuming the PE ratio of the market is on the high side and contracts over the next x years, what does a person entering into retirement do? Many retirement planning assumes a return of 7-10% and a 2-3% inflation rate.
@SportsIncorporated
@SportsIncorporated 2 ай бұрын
The short term treasuries went to 21% and the 30 year went to 15%. General obligation bonds went to I think 14% or more. But you had to watch out for the call dates. How long were you going to get a high rate of return.
@LukeyPoo65
@LukeyPoo65 2 ай бұрын
I love you Hamboy!
@Donkeyearsa
@Donkeyearsa Ай бұрын
I don't see PE ratios dropping much under 20 for longer than short spurts from now on as there are just to much money chasing after to few stocks. There are just to many people investing for their retirements.
@chrischoir3594
@chrischoir3594 Ай бұрын
this time is different
@akashpuri5432
@akashpuri5432 Ай бұрын
It makes sense to believe the stock market will underperform in the next decade for many reasons. Companies just can't keep increasing their profits many folds. There has to be a stop for that and chances of interest rates going down are also low so obviously it makes sense that the market will underperform if not be bearish. But in today's time no one actually likes that people all over the world are optimistic about the stock markets and it's a big decision to take that risk or not
@kentkachigian7035
@kentkachigian7035 Ай бұрын
He missed the 2008 panic and he was the largest shareholder of BofA and Wells and he cost a generation with the zero interest rates that it took to bail he/she out
@raychen3295
@raychen3295 2 ай бұрын
thank you for doing such thorough research ,love it
@алексд-к7г
@алексд-к7г 2 ай бұрын
But you can trade stocks using leverage. I mean 3,5 percent is nice when you have millions.
@masterofalltrades_
@masterofalltrades_ Ай бұрын
I am new to finance KZbin but I am enjoying it so far.
@Luxuryfoodexperience
@Luxuryfoodexperience Ай бұрын
@HAMISHHODDER thank you for the video, could you confirm to a beginner over here that you are saying do not invest in snp 500 but invest in individual stocks instead? thanks
@rob2530
@rob2530 2 ай бұрын
Excellent video, thank you 😊
@bartdart3315
@bartdart3315 Ай бұрын
Ask friends and family this question regardless of where you are: Are you struggling financially? The predominant answer i found is YES. Our financial system depends on consumers consuming to sustain growth. I do not see it happening, and i see 2025 as what i describe as a "make or break year" regardless of Buffets cash position or historical advice. Case in point: Tesla stock jumped by over 45 USD in a day last week...this is exuberance above and beyond the norm. I for one believe that the stock market is overvalued and there is too much cash around trying to justify value.
@gelan8543
@gelan8543 Ай бұрын
There was no mention that the Vietnam war ended (1974) and there was a surplus of workers in the job market.
@justgeneric2876
@justgeneric2876 2 ай бұрын
You will note modern pension plans came in over that period which has fueled the market.
@davidtrindle6473
@davidtrindle6473 Ай бұрын
Excellent presentation. Thanks.
@jodi7947
@jodi7947 Ай бұрын
English has a beautiful subjunctive form; please use it.
@bootstrapstylerich
@bootstrapstylerich Ай бұрын
You might have to become a value investor and focus on dividend paying options: like VOO @ 45% and FDVV @ 55%.
@jmnthe3rd
@jmnthe3rd Ай бұрын
Timing the market. Of course the market won't go up forever. Of course things will crash or slow down at some point. But if you don't know precisely when, it doesn't make sense to take action.
@bionicle37
@bionicle37 2 ай бұрын
It would be awesome to see some content on Milei and argentina. Anyhow your videos are really interesting keep up the good work
@freesk8
@freesk8 Ай бұрын
Milei is awesome. Wish we had someone like him in the US!
@snakey973
@snakey973 Ай бұрын
And how he's utterly destroyed the economy there ?? Sad af
@snakey973
@snakey973 Ай бұрын
​@@freesk8😂😂😂
@freesk8
@freesk8 Ай бұрын
@@snakey973 Afuero! Afuero! Afuero!
@JohnPamplin
@JohnPamplin 2 ай бұрын
That's why I'm keeping my powder dry for the moment. I can't see buying into the market at all-time highs - I'll wait for the next disaster and buy the dip - it's the only way I can see to get decent returns over time for the next decade.
@HamishHodder
@HamishHodder 2 ай бұрын
The next few years will certainly be interesting, thanks for watching!
@Historicallybuilt
@Historicallybuilt 2 ай бұрын
1000% Believe the same thing.. This is the biggest bubble in the history of this over 100 to 110 year old Fiat currency.
@carlyndolphin
@carlyndolphin 2 ай бұрын
The last 2 years you have lost out on 60% gains! Good luck on timing the market though.
@JohnPamplin
@JohnPamplin 2 ай бұрын
@@carlyndolphin I am already in stocks in my 401k, and have been. I'm talking about where to put a newly-acquired war chest of cash. Given the options, stocks is NOT the best choice in 2024.
@B.U.M-q2e
@B.U.M-q2e 2 ай бұрын
​@@JohnPamplin invest in your own business. That's the biggest return you can get in the next 17 years
@clifcody
@clifcody Ай бұрын
great vid!
@pelhamh
@pelhamh Ай бұрын
Brilliant Hamish - great piece
@greyrideroutlaw7826
@greyrideroutlaw7826 2 ай бұрын
Why is Buffet buying Sirius XM?
@HouseofTheRisingFunk
@HouseofTheRisingFunk 2 ай бұрын
He see's value in the MOAT
@macaylkunkle3069
@macaylkunkle3069 Ай бұрын
It’s a cash flow giant with low PE 7 and a 5% dividend. Expected to grow earnings by 10% Im buying with Buffet here hoping for some $25’s to go heavy
@c47force15
@c47force15 Ай бұрын
Time to buy then.
@mmmom6469
@mmmom6469 2 ай бұрын
Will not crash will have a big rise in coming months
@Ausuomi
@Ausuomi Ай бұрын
Great video. The best you’ve posted in a while, Hamish. Well done.
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