Watch This Before Investing In 2024

The US Stock Market is at an all time high while the Fed has kept interest rates at 5.5%.
In a recent interview, Jerome Powell said the Fed will not be reducing rates any time soon and when they do, it will be slow, so why is the stock market exploding and how high can it go in 2024?
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[@mmalle2651]

I am a married straight man, but every time I watch Sasha yell at the FED, I fall a little inlove with him !! Always sharp as a knife - keep up the good work, m8 !! :)

[@rosiejones2079]

As a newbie, about to invest you most have four things in mind. 1 have long time mindset 2 be willing to take risk 3 be careful on Money usage, if you are not spending to earn back then stop spending 4 never claimed to know -Ask question, it's the best you work with a financial advisor.. like Martinez Amend, he is good on what he knows how to do best.

[@jonaswinter614]

It's wise to seek a professional guidance when building a strong financial portfolio due to its complexity

[@alexandrajuliette6899]

A common mistake we newbies make is venturing into the market without help and legit guidance

[@kristenszabo138]

Hit $200k today. Thanks you for all the knowledge and nuggets you had thrown my way over the last months. Started with $20k in October 2023

[@austinwalker1379]

Most rich people stay rich by spending like poor and investing without season, and most poor people spending like rich yet not investing like the rich, but impressing them.

[@bryan0359]

You're absolutely right, and that's a beautiful mindset you've got there I never thought of it this way before.

[@jesusantoniolopezluna7005]

Do it. VRITOKEN already in my bags. I had a VRITOKEN after ( your should I buy ) and I agreed and bought. I'm looking to stack more, too.

[@markjune54]

the yield on bonds have decreased especially on the long end (30 and 10 Y) indicating that the demand is still there even if the supply remains huge showing a preference for safety. I'm still at a crossroad regarding whether or not to liquidate my $138k

[@TodosobrebienestaremocionalVio]

Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.

[@crickethighlights6453]

I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000

[@sharon87390]

Please will you be kind enough to share the details of the man that helped you?

[@crickethighlights6453]

Actually its a Lady. Yes my go to person is a 'MARY KALIOPE BRAUN'. So easy and compassionate Lady. You should take a look at her work.

[@sharon87390]

Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks

[@user-dy9mp1pf2t]

With VRITOKEN , the sky's not the limit - it's just the beginning! 🌌

[@jackitupmedia]

Been watching your content for the past 6 months Sasha, the way you explain how stocks, the economy and UK politics has really helped me to open my eyes to what actually happens in the real world of finance and politics. Thank you so much and keep up the good work!

[@stevewilliams2906]

Great video Sasha. Would you advise investing in the S&P 500 over a global index fund? I have HSBC shares to transfer over

[@HKTimbo]

Good analysis 🙏🏻

[@Gargamel-n-Rudmilla]

The US economy is not a surprise once you realised that US house owners locked generaly low 30yr mortgages as the FED raised rate. I think most home owners locked in rates at 2.5 - 3.4% so they had money to spend not just from Covid cheques😊.

[@southside06]

Sasha any chance we can get stock videos again? Palantir, Tesla etc. it’s been a while.

[@DreamRydeMusic]

Sasha is the type of guy who opens his bag of chips with scissors

[@SashaYanshin]

Don't be silly. I use a sickle of course.

[@piercoucy]

I do that! What does it mean?

[@peterhaynes89]

😂

[@lawLess-fs1qx]

Sasha's mum opens his crisps.

[@ahmedchowdhury3391]

Jagx stock 100x potential

[@MB-bp8gc]

Have youre thoughts on Palantir changed?

[@AquaRover]

Thanks for the video. Can you do a video where you discuss what you are investing in / how you are approaching this market.

[@daveabc12]

Yes but how much of what you said is already priced in?

[@IggyDalrymple]

I've mentioned this before but America's greatest economist, the late Milton Friedman, stated that the Fed should be replaced with a computer algorithm that makes many small interest rate adjustments that disregard politics and emotion.

[@joansparky4439]

nope, the concept of centrally set interest rates in a free market system is wrong in and of itself and only "needed" because our currency has got a technical flaw that got copied from metal commodity currencies..

[@wishyrater]

And who’s gonna design that algorithm? :)

[@IggyDalrymple]

Preferably a conservative economist.@@wishyrater

[@joansparky4439]

@@wishyrater That is IMHO a loaded question, as the goal of the answer seems to be to attribute flaws to people, excluding the option that this also could be system-dynamics. Our societies (so far) rely on a minority to create and maintain the rules that govern our societies - it is NATURAL for those individuals to prefer to create and maintain rules that benefit them (at the cost of others) - this is just how life, how evolution functions.

[@wishyrater]

@@joansparky4439 naturalistic fallacy

[@davidfraser1966]

I think that there’s a good chance of a last hurrah push upwards for US share prices before something unexpected happens and there’s a 30% (who actually knows - not me) downturn. There’s a huge commercial real estate downgrading on banks books to come as well as the debt ceiling and P/E issues. The jobs data is misleading as the majority of new hirings are on fewer hours so hours worked aren’t going up at all. It might be rosy now but I’d put money on all US indices being lower by the year end.

[@richardparker82]

Love Sasha's videos but the inflation data just came out - not good 😞

[@tombowman4489]

Can you make another video on your favourite growth stocks please Sasha? I think that would be really helpful given everything you have just layed out now is probably the time to be loading up on growths.

[@thanos-1834]

Great analysis

[@eddietran6260]

Excellent and informative content, also very entertaining. You made my day Sasha! Thank you.

[@goncaloteixeira5654]

Hi sasha, I was wondering where you get all your information from. I'm just starting in the world of investmening and would love to be able to understand what the news is telling us and why it is bs

[@simontrepel7652]

You are a wise man and even though some of your stock picks don't work out, many more do and over time someone as bright as you will get it. It took me 10 years but I finally get it. Thank you so much for your insightful macro videos. Appreciated!!

[@beancount811]

Constipated thumbnail always works!

[@SashaYanshin]

Actually a screenshot from the video 😂

[@pauls3075]

@@SashaYanshin Constipated during video always works. Nice video, so few people understand what is actually going on (big picture) and can inform others in an easily digestible manner.

[@aaron6806]

I actually commented on how non-constipated he's been keeping them. Even if he is constipated from eating.....whatever it is that The English eat. Souls? Hardtack? Each other?

[@AlejandroMartinez-hq3wo]

For real VRITOKEN at less than $1. is like BTC at $100. When VRITOKEN finally blows it's gonna be epic.

[@hotshot8365]

So if the FED cuts but the other central banks cannot (like the BoE) does this mean the dollar will fall in value compared to other currencies?

[@aaron6806]

Much respect for keeping the most non-constipated face in your thumbnails whilst still spitting gold fire for us to arm ourselves with. I'm planning to get rich this year, and you are a decent part of my motivation and optimism.

[@halsitrauk6663]

So should be sell in 2024 or keep stocks there ?

[@RocknRolla2991]

Sasha, on point as per usual, thank you! The small growth companies that are heavily discounted, what are those (could you give examples)? Also, what do you personally invest in (if not a secret)? Thank you for your content!!

[@starsoffyre]

Hi Sasha, does this mean the S&P500 equal weight index would be a better investment vs the market-cap index? I'm heavily invested in the market cap index currently but big tech feels like it is entering bubble territory.

[@joshscottabi]

Bruv, you are a king fam, this man knows all the t'ings, real talk. On a more serious note, thank you for your analysis, much appreciated... Blud ;-)

[@je187u]

Makes sense big dog. When will $fvrr pop tho' ?

[@thewoodster]

I'm 50% in ETF's (VUSA and Invest FTSE All World) and 50% individual companies. Topping up every day across the board.

[@boyasaka]

I’m with vuag and all world with vanguard And have some Lloyds and tui and IAG which then 3 are currently in the red I will keep adding to vuag and all world monthly for the next ten years till I retire , once my tui and Lloyds and IAG are back in the green think I’ll sell and put money in vuag or all world

[@mrfrugal1091]

I love your commentary, I have watched you for a couple of years and you are always right. Portfolios will fly when interest rates fall :)

[@geolykos]

Been flying for 14 months. Maybe you mean small caps will fly when interest rates drop

[@mrfrugal1091]

All companies are valued based on cash flows. Higher interest rates means lower valuation. Lower interest rates means higher valuations. You will see bugger multiples for smaller cap stocks but this will effect all stock valuations.

[@geolykos]

@@mrfrugal1091I dont think that matters for companies with 0 (or near 0) debt or billions of quarterly earnings like the mega caps. Which is why they've been going parabolic for the past year.

[@declanmcardle]

@4:50 if the current figures have a decrease in interest rates baked in, do we think they also have "the return of Trump"* baked in or will there be another surge closer to November? (Or is that a crystal ball question?) *(whether you like him or not)

[@bagster8660]

Wall St move as a herd. 67% of fund managers are in the same stocks. Right now that's the mega cap tech stocks. So when the correction in them comes, it will occur quickly. At that time it will be interesting to see how much of that money flows into small caps that are much better priced.

[@leebailey229]

Great as always, thanks Sasha 👍😁

[@SashaYanshin]

Thank you!

[@Mrvibutx]

The present rate is normal historically....... Look at past fed funds rates..... If their target is 2% and actually Jerome before said "average" 2% we were over 2% for years so by that logic we would need to be below. Why would you lower interest rates when at a neutral rate historically?

[@melgarcia4223]

In my opinion Bitcoin and Palantir are better than any of the stocks you hold.

[@Shutityou]

That and time machines to get you back to 2012 to invest 1000 in bitcoin and hold.

[@davehumphreys1087]

The FED can buy large cap stocks. They invested 50bn into the micro chip market. I wonder why these stocks went up, but that’s not market manipulation because they are doing it! These markets are on life support.

[@abz0909]

Good time to take profits on VUSA? And buy again when it dips?

[@mitchholloway8630]

Really depends on your long term short term goals ?

[@lazyhazy7]

I miss the outro music on these videos!

[@chubuking]

Is it worth chucking in some money into the S&P 500 stocks and shares ISA before April then

[@andrewfallon2719]

Wait until march.. when it gets closer pounce…. Then sell after rally.

[@chubuking]

@@andrewfallon2719 why would you wait until March if the US is expected to possibly cut the interest rates surely that will cause a huge spike then you would sell

[@eddycerb]

Yes

[@eddycerb]

The American stock market is an a bull run for the next 3 years at least

[@simoncook1325]

Yes

[@dougmanck4149]

If the markets are looking 6 months ahead, small growth stocks would already be moving up based on anticipated rate decreases.

[@MrTonifumi]

Energy prices coming down because demand is down. Sasha, debt (commercial, household and govt) is huge meaning growth can't happen....unless inflation is high

[@tel666999]

Can you do a video on the UK Economy or is it the same. Replace Jerome with Jeremy?

[@jkimo1178]

The timing of the start of the rate drops in May and the presidential election up through November is “interesting”.

[@kippsguitar6539]

It's always the same as I often posted here

[@daveabc12]

Are you saying the bank is Democrat or that the whole economy is carefully geared for an uplift in election year?

[@niallrunswick938]

How about the US debt ceiling, credit card debt and high PE ratios in tech stocks?

[@SashaYanshin]

The US Debt ceiling and credit card debt has been at the highest ever level every year for decades. PE ratios on tech stocks have actually come down since the likes of Facebook, etc started actually earning profits. PE ratios on growth/pre-profit stocks are irrelevant.

[@wallace-bv4rl]

@@SashaYanshinwe even have a “highest ever” narrative here in the growth desert UK.

[@robertwest9090]

Well it was 3.1 not 2.9. What does that mean?

[@harjbachra24]

If shares are doing well , why will property go down ??

[@camacho_67]

Fucking love your videos Keep them up

[@SashaYanshin]

Thank you and I will!

[@artemonstrick]

Can you explain nvdia frenzy? The valuation is just bonkers and makes zero sense

[@johnpreston230]

Nvidia is skynet. That's why.

[@ReedoTV]

I'm investing in tinned foods this year!

[@SashaYanshin]

Stocking up that bunker? Sounds like fun.

[@aac74]

Everything is correlated now to interest rates and QE, the ultimate conclusion of the Greenspan put. low rates (or just the expectation of them) = everything rises (yields fall) and vice versa. Powell seems determined to try and break this mindset and be a Volker but will he be able to take the pressure if everything is in freefall??? We are now near the end of the credit cycle and thus banks might be in very bad shape, we will see how bad in the recession. It is a financial crisis that will restart QE/zirp and the money pump from poor to rich.

[@User_not_found_403]

Dunno how you can trust those stats and draw conclusion from it..GdP is rising because of gov spending, not economic prosperity. Also job numbers up because of gov jobs and gig work. Don’t you see all the layoff headlines??!? or should we just ignore what we experience because gov tells us we’re doing well?

[@yellowvurt]

To the moon baby

[@kiblams]

Everything is going up because of the crazy inequality. Those who own assets are getting rich, everyone else is getting poorer.

[@DanielTurijanmaria]

Let's amplify the hype surrounding VRITOKEN to new heights! 📈

[@ealing26]

Sasha is my investment guru :)

[@SashaYanshin]

lol. A very confusing guru!

[@Pit5336]

I believe he mentioned himself that he is doing worse than s&p 500 in his investment

[@FreaksSpeaks]

That is why I bought his course, worth every penny. 😂

[@SashaYanshin]

@@Pit5336 Yeah - since the start of the Man vs The Market public portfolio which I started just before the 2022 crash.

[@ealing26]

@@SashaYanshin 😀

[@davidwithers1748]

I'm only here for Sasha's impressions.

[@howardsmith8723]

US small cap upside soon? I've put some of my pocket money here.

[@timetraveller3063]

Market over-reaction time

[@SashaYanshin]

You don't say!

[@diamondvideos1061]

I hope my degen plays take off when they start lowering the rate 😁

[@thanos-1834]

You are awesome man 👨

[@affegorilla1299]

Sasha your take on pltr after earnings? Do you regret selling out?

[@SashaYanshin]

Not really, no. I don't regret not being in a position. I also don't harbour hate for people who own other stocks because it's not a competition or like supporting a sports team. The growth rate and trajectory is still significantly below where I needed it to be long-term whenever it was 2 years ago. I know the Palantir fan club is excited because I get dozens of messages a day, but I really don't understand why.

[@Black-Circle]

@@SashaYanshin Are you still in on fiverr? I just ask because you dont do porfolio updates anymore :)

[@SashaYanshin]

@@Black-Circle Yep. Still got the same position. I do an update on KZbin once in a blue moon but don't focus on it because stock picking as a niche is really abrasive and vile and I am not particularly interested in that stuff, so I only really discuss the details in my community now.

[@Black-Circle]

@@SashaYanshin no worries :)

[@affegorilla1299]

@@SashaYanshin I know but it’s also not nice to cut out a stock which makes close to 3x afterwards. Just don’t understand the complete sell out. Your conviction seemed to completely go away.

[@m.c4210]

I like this guys analysis but if his thumbnails were true the economy would have collapsed and risen about 76 times in the last 4 months

[@SashaYanshin]

The titles are there to get people to watch. Home Alone also sounds like a very scary movie.

[@Witnessmoo]

Na he’s got a good track record

[@peanusbenis5631]

Blame the algorithm and blame how KZbin actively encourages creators to do this exact thing to maintain relevancy.

[@06khank]

But it’s true, he keeps saying *don’t buy houses* *market is about to crash* etc; none of this is true, half the stuff he says is bullshit 😊

[@SashaYanshin]

@@06khank Please point out a single video where I said that. (Hint: I didn't because I don't know)

[@rudraramcharan945]

I'm going to make it a habit to watch this video at least once a month, that's how you truly block the noise

[@christoph4794]

I think you forget something here... As you said, the FED will keep intersts high until they see an impact on the economy. History shows that then lowering interest rates takes the stock market with it...

[@TexasCoffeeBeans]

You're wrong. CPI is up. We cannot always trust what the market is expecting rates to do.

[@SashaYanshin]

CPI is down. Just not down as much as analysts expected.

[@andyburton8346]

All bubbles burst eventually

[@tt-vu3oz]

U.k house prices rise for 3rd month in a row ...

[@JC-ub8mh]

last time Bezos sold stock was the top for AMZN. He sold 100 b in shares this week.

[@tom.wallis]

I'm considering selling my current home, which could potentially yield over £20,000 in equity, and purchasing a more expensive home with a 30-year mortgage. Is this a prudent decision, or should I reconsider my options?

[@boyasaka]

How much interest will you pay in them 30 years ?

[@Allanudal16]

Can't feel this explosion in any of my stocks, very frustrating.

[@mattx4253]

The 34T debt pile now costs more than the entire US military budget. Where is all that money going? Its bigger than the effect of rates I can tell you that

[@timmat8029]

Blackrock?

[@davideyres955]

This is the funny thing you see when over here they keep harping on about the growth figures over in the USA. It’s easy to get growth if you borrow which is what Biden has been doing and borrowing on printed money is a good way to crack inflation up again. Wouldn’t be so bad if it just affected the USA but it dosnt. Reducing the value of the $ means oil price goes up and everyone pays the price for those idiots.

[@DJWHITE_]

People whinging on here about Sasha’s thumbnails clearly don’t understand how KZbin works. It sucks but that’s just the way it is!Let his content speak for itself!

[@LadyNuts]

2:56 you can change the thumbnail😂

[@DJWHITE_]

Ok, that made me laugh! 🤣@@LadyNuts

[@SystemParanoia]

I know enough to know I know nothing... ...just Pass the popcorn please🍿😅

[@DANIELJRAINEY]

Fuck yeah

[@change2023now]

@8:26 " we already know that consumer confidence is on the up, from multiple different data sources " - Except the man on the street who can't find two pennies to rub together.

[@SashaYanshin]

Consumer confidence and affordability are definitely closely related, but not exactly the same thing.

[@mountainman9145]

The financial economy (stock market being the major component of the financial economy) is divorced from the real economy. When the real economy is not going so great (as now) the financial economy booms. This is due to the fiscal liquidity pouring into assets. Eventually the financial economy feeds the real economy and pendulum swings to the latter.

[@snoozymoo]

Can you do a video on tesla please

[@geofftaylor4690]

From Feb 2023 to Feb 2024 ..31,000 full time jobs were lost, part time jobs increased by 870,000....this is a booming economy ? Working at a third part time job to make ends meet.

[@MaximKachurovskiy]

Sometimes the cloud yells back at the old man

[@stevojohn]

Is your name Aleksandr?

[@philgosling]

Surely if interest rates come down then the stock market will normally rise - significantly.

[@affegorilla1299]

I don’t understand the rate cuts. The big tech stocks just don’t care about cuts they don’t need them. The cuts actually mean that the fed thinks the economy isn’t good enough right now? For small caps the cuts will help for sure.

[@joellol4546]

Hi bud, rate cuts are good because it makes debt cheap. Most tech growth companies rely on debt to fund their growth. Another way it helps is with consumarism think about people who buy cars with loans, if rates are high it means less people can afforx or want to buy a car. If rates go down it will help companies like tesla who rely on cheap debt in order to have demand for their product.

[@davdep]

You keep on about interest rates, they don't need to come down any lower they are at a historical average more or less , people have been spoilt with very low rates.

[@SashaYanshin]

Why does the historical average matter? Why should the optimal neutral interest rate be flat across time? The economy of today is nothing like it was in the 70s - so why should the optimal rate be the same?

[@bodrulm1]

​@@SashaYanshin Mean reversion is as natural as a normal distribution. The mean changes but slowly. So historic average does matter because the past matters.

[@goodmanvolley]

WHY DID I GIVE THIS A THUMBS-UP WITHOUT EVEN WATCHING IT!?

[@shimsteriom4191]

Because you knew it would be worth it.

[@lewis809]

The wider stock market has ‘crashed’ from extremely over-valued to fairly priced. It’ll be a stock price crash when it goes down 50% from here!

[@lechprotean]

5% ish is a moderate interest rate

[@graemecarnegie7821]

You never mention American debt.

[@safaroneall]

Will the market crash ?

[@SashaYanshin]

At some point, sure - it always crashes. But permanently waiting for a crash is a pretty bad investing strategy.

[@montyloads]

​@@SashaYanshinim mid 40s and looking to invest proceeds from a sale of my property.. had to move back to my mothers to care for her...in my position would you lumps sum or drip feed monthly or weekly and go in hard when markets crash/correct? (I wouldn't take what you would personally do as Financial advice as I realise that totally depends on individuals circumstances and risk tolerance etc) just curious what you would do in todays markets. Great videos by the way 👏

[@saulecarr2946]

If inflation is so low, why food, services and natural gas are so expensive? We pay much more compared to a few years ago. The prices are still high. All lies.

[@Shutityou]

Unless inflation becomes negative then the prices will not drop. The past rises are now pretty much the new normal.

[@maxilopez1596]

US stocks will do well...but it's basically like buying a one legged version of Bitcoin when it comes to the race though

[@Yoyoy08]

Only reduce rates when something has gone terribly bad....not because they have to... Long Way To Go. CPLie doesnt mean everything is crashing down...thats why its CPLie and no need to cute anytime soon.

[@Watka-Pro]

Buy the dip?

[@connorstevenson9614]

so... 0 dte calls after every fed meeting past march, got it haha

[@wearelosingyou]

So in summary, small(er) caps likely to 🚀 😁

[@chrisp4170]

Hmmm 3.48% end March? An INCREASE from Feb?

[@paulevans2246]

👍

[@rinaldisoenardi2781]

You are dead wrong! Cpi is 3.1% I invested a lot of $ before the cpi report because I listened to you forecasting 2.7%!

[@SashaYanshin]

I am wrong in what? Showing you in this video what the Wall Street consensus is or highlighting that lapping high months from last year means it is likely to drop (which it did - down from 3.3% to 3.1%).