These investment bankers and mutual funds peddle mutual funds regularly. I understand all investments carry some risk, but mutual funds are typically considered a safer investment than purchasing individual stocks. But if I can make more return on investment with individual stock at a given time, should I still choose mutual fund?
Yes, My biggest irk with ETFs is the lack of optimisation . Large changes in any given stock in the ETF can drag your portfolio down. But in general, ETF or not, I think the stock market isn't showing any sign of slowdown. Investing now instead of parking money in the bank would make thousands of dollars in ROI if done right
True, but individual stocks could tank too, remember? You just need a seasoned hand to guide you. I have greatly grown more than 75% this year already, though my FA has advised we diversify going forward. Knowing how to diversify is what gives you an edge.
Yes, but you do agree the amount of information on the internet can be overwhelming? Now we are talking about that, maybe you could recommend who you work with? I've put that off for too long.
Yes, it feels overwhelming when you are starting out, but with time you'll find your foot. I suggest sticking with one who understands your goals. I'll personally recommend Vivian Gioia Carol because I work with her and you could check her website out, but I'm sure there are other good ones too
Almost everyone, including the media, is anticipating a market catastrophe, and as a result, many are turning a blind eye to the opportunities in the market. I began investing in stocks and Defi earlier this year and it is the best choice I've ever made. My portfolio is rounding up to almost a million and I have realized that when a stock makes it to the news, chances are you’re quite late to the party, the idea is to get in early on blue chips before it becomes public. There are lots of life changing opportunities in the market, maximize it.
@@Leighwilliams112 All you need is a good capital and the service of a professional broker, with those your investment will most certainly produce high yields.
Investing in alternative income streams that are independent of the government should be the top priority for everyone right now. especially given the global economic crisis we are currently experiencing. Stocks, gold, silver, and virtual currencies are still attractive investments at the moment.
It is recommended to seek the assistance of a financial advisor or broker to diversify your investment portfolio through the inclusion of commodities, inflation-indexed bonds, and stocks of financially stable companies, rather than relying solely on growth stocks with uncertain future earnings.
Such market uncertainties are the reason I don’t base my market judgements and decisions on rumours and here-says, got the best of me 2020 and had me holding worthless position in the market, I had to revamp my entire portfolio through the aid of an advisor, before I started seeing any significant results happens in my portfolio, been using the same advisor and I’ve scaled up 950k within a year, whether a bullish or down market, both makes for good profit, it all depends on where you’re looking.
Even though I engage in investing, I feel disheartened by my lack of expertise in assessing the performance of individual companies and determining the optimal timing for stock purchases. The erosion of my financial reserves due to inflation adds to my concerns. At this point, I require precise market trajectory information, but I find myself unsure about the appropriate course of action.
Especially in this challenging market, numerous opportunities exist to achieve impressive returns. However, executing such complex transactions requires the expertise of experienced market professionals.
This is useful information; I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.
Transfer of wealth usually occur during market crash, so the more stocks drop, the more I buy, in the meanwhile I'm just focused on making better investments and earning more as recession fear increases, apparently there are strategies to 3x gains in this present market cos I read of someone that pulled a profit of $350k within 6months, and it would really help if you could make a video covering these strategies.
you have to get a financial-advisor/broker to aid you diversify your portfolios to include commodities, inflation-indexed bonds and stocks of companies with solid cash flows, as opposed to growth stocks where valuations were based on future potential earnings,
very true, I started investing before the pandemic and that same year I pulled a profit of about $600k with no prior investing experience, basically all I was doing was seeking guidance from a financial-advisor, you can be passively involved with the aid of a professional.
I just looked up the broker you suggested on Google and I'm incredibly impressed with him credentials, so thank you for sharing. I'm going to send him an email right away.
I see the rising interest rate as a very big problem, as more investors will definitely pull out more money from the Stock market. This might have worked when I was still invest-ing with a couple thousand dollars, but it is more difficult now to decide whether to pull out more than $365k from my port-folio. I know some inves-tors still make that despite the strong bear market. In wish I could pull that feat
You should definitely sell so the rest of us can buy at a discount. Rates hikes are all but done. Another 25 bps is a drop in the bucket compared to the 500 already in place.
With changes in the economy leading to instability in the stock market, some individuals may face a decrease in their investments in an effort to benefit from the current market conditions, I am considering liquidating my $725k portfolio consisting of bonds and stocks. Someone else in the same situation? Please tell me in the comments!..
would suggest you thoroughly evaluate the companies you have invested in and their estimated future performance, as we may expect to see the market decline further. To minimize stress and improve efficiency, it might be wise to seek the assistance of an investment advisor to help restructure your portfolio and identify any underperforming investments to offset. This approach has been successful for me and has reduced my stress levels.
@@carlorodriguez771 I have been exploring the possibility of utilizing advisors to help navigate the stock market during these uncertain times. However, I am still evaluating their potential effectiveness in providing the support I need.
@@Reymason317 Christy Val D'souza is an esteemed coach known for her proficiency in her area of expertise. You probably might have come across her. I found her on a CNBC interview where she was featured and i reached out to her afterwards. She has since provided entry and exit points on the securities I focus on. You can carry out a quick internet research on her name for more info. I basically follow her market moves and haven’t regretted doing so...
@@carlorodriguez771 I was considering changing my investment strategy and planning to sell certain positions. As my retirement is coming soon,I became increasingly stressed. After thoroughly researching Christy Val D'souza on internet, I concluded that I had made an informed decision. Thank you for this Pointer. She seems very proficient and flexible. I booked a call session with her too.
Ted Oakley, is my favorite guest you have on , not only does he dress the best and always looks great , I believe in him and he is doing a great service to this community.. . Common crash baby !! Lol ...at least I'm biased with a sharp well dressed , valuable honest gentleman 🎉
To my understanding this just proves how much we need an edge as investors because playing the market like everyone else just isn’t good enough. I've been quite unsure about investing in this current market and at the same time I feel it's the best time to get started on the market, what are your thoughts?
Since the crash, I've been in the red. I’m playing the long term game, so I'm not too worried but Jim Cramer mentioned there are still a lot of great opportunities, though stocks has been down a lot. I also heard news of a guy that made $250k from about $110k since the crash and I would really look to know how to go about this.
Thats true, I've been getting assisted by a FA for almost a year now, I started out with less than $200K and I'm just $19,000 short of half a million in profit.
I agree, but you can see why the expression, "bears look smart, while bulls make money" exists. Eventually the tech bulls will get crushed, but it is taking a long time to materialize.
Thank you for this great interview. I would like to note that it takes time for house prices to go down 20%. In the housing bust of 2007, took several years until the bottom was reached.
My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalize on the market for long-term gains, but it wouldn't hurt to know means of actualizing short term.
The market is volatile at this time, hence i will suggest you get yourself an inv-advisor/coach that can provide you with entry and exit points on the financial assets you focus on.
@@darrenphilip247 i'm sure the idea of a coach might sound generic or controversial to a few, but new study by investopedia found that demand for inv-coaches sky-rocketed by over 41.8% since the pandemic, and based on firsthand encounter, I can say for certain their skill sets are topnotch. I was able to raise a whooping 4.5M that set me up for a comfortable retirement after 5 years of subsequent investment. Exactly cost me $800k capital, was confident enough cos funds where in my trading account.
@@chloeanderson543 that's heavy! keep it up, I could really use the expertise of these advsrs, my portfolio has been down bad.... whose the person guiding you?
@@chloeanderson543 Thanks for this tip. His website popped up on the first page immediately I searched Ethan’s name, I read through his resume and it seems pretty tight. So, I dropped a message & hopefully he replies soon.
I enjoy and take to heart what I hear on Wealthion. Here is what I would like to see on Wealthion. Public pension systems in American are a trillion or more in unfunded liability, all based on who you talk to. In Kentucky we are considered in the bottom three worse funded pension system in America. This is not as they claim from taxpayers not contributing enough. Right now, taxpayers are contributing 30% of salary to public sector employees, 17% and more than the obligation. It's from overpromising, overgenerous, enhanced unfunded benefits, greed, abuse and corruption. It would be interesting to hear from experts as to the impact another severe market correction would have on public pension systems.
I recently inherited almost $500k. I REALLY need to make this money work for me, and not just disappear over time. I've been scrambling for somewhere to put the money, where I can make an effort to use the gains to pay bills so I can quit my job . All roads have pointed to the financial market of some sort which is a good idea buh where else should I put money besides the financial market? We have a 13% RPI rate so cash is tough.
Yep great question and that’s always the one - where would you rather be if you have an option. Personally I’m always invested aside from a small emergency fund. Financial-market for me seem the only way forward with my long time horizon (accrued almost $1.4m in gains since 2020 ) but if you don’t have that fortune of time it’s a tough market out there almost nowhere feels safe! . Just know the risk you're comfortable with . Mistake is expensive
very informative, one option I suppose is, if you were to invest a set amount buy the whole share in a ETF and the remainder could go into a index for which would allow you to purchase the fractional shares, is that an option?
well a million in profit is a nice milestone, how did you achieve that? I guess you have a proven trading strategy that you've spent a lot on please share more info !! and YES i dont want to make
Lol, I began with an Advisor by name Camille Anne Hector. She’s sec verified and an ISDA member. Her approach is transparent allowing total ownership and control over my portfolio and fees are very reasonable in comparison with my ROI.
Found her website easily it was like the frist thing that came up when I searched on her name and also her mail address I will surely touch bases with her to see what's the best step for me to take rn. THANK YOU.
Adam, As usual your interviews are incredibly insightful. Mr. Oakley stated that we have too many banks at 27:36. Mr. Oakley even pointed to Canada having only 35 banks. I wish you could have pushed back on that sentiment and learned his thoughts after watching Canada close their citizens' accounts over Covid. Having seen operation chokepoint in the US. And now, seeing how governments around the world are willing to close accounts due to political differences. I disagree with his sentiment. I always enjoy your show and I look forward to part 2 of this interview
Adam, you are a good man; I think. Do not avoid these types, but beware of their bias, be the, protectant. you do for the people. Some are sheep, some are shepherds, some are wolves, you Adam, seems to have been called to be the Sheep Dog...we are sorry you have to deal with these Oxbow types...stay strong...well on your way to the green hat... a teacher....
Like Teds main street prospective, liken to being on the front line in combat. Ted and many others are scratching their heads, so much leverage and money slushing around is defying gravity. The market can move so fast up or down you either have to be in cash instruments or have a constant pulse on the market. Hugh Henry says there is only about five people on the planet that truly understand the global monetary system. Wow!
This guy is smart. I'm 32 years old. I saw the 08 melt down and it's crazy that people have already forgot. But no... This time is different. Focus on the cash flow of your investments, try not to speculate on future gains and losses. We're playing a big game of hot potato right now and everyome knows it...
Sold 95% stocks/Bonds very early in Jan,2022. But I kept those “investments” on a yahoo finance portfolio tracker. They are Still down 11.2%. But that’s not all. The monies that were sold got reinvested in various instruments that returned about 4%. That means a Total of 15.2% down - the 11.2 plus the 4.
I appreciate your approach to teaching.. To my understanding this just proves how much we need an edge as investors because playing the market like everyone else just isn’t good enough, we just need to hold onto our hopes and wait to see how things turn out because market movements are almost always unpredictable. In my portfolio, I'm noticing more red than green.
As with an my big financial decision,it’s important to keep your guard’s up for economic risks. However, smart planning, time management and seeking advise from a financial adviser can help keep you and your money safe
yes i agree and right now the markets are going berserk right now. This is the best time to watch them, get to know them better, and strike when the opportunity presents itself. I learned that from my mentor, ‘’’Catherine Morrison Evans'' she's seen dozens of market cycles over the past few decades, and she has a feel for how they move, why they move, and what comes next.
@@martingiavarini She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing..This information is really helpful.
I think a House- home is a liability, not a savings account. The ever-increasing property taxes, insurance, repair, remodeling, and maintenance costs, makes it not a savings account. Love your show. Thank you for your hard work.
Sir...i watch most of the interviews posted nd has learned a lot . thanks a ton! However , i would suggest that can we have a bunchbook type thing for all charts in a talk as some link to repositary for all the charts shared by guests in the description . It would greatly benefit all of us .
This was yet another outstanding interview, as I have definitely come to expect from Welthion. Thank you, Adam. You are the primary reason for me choosing to make Welthion my primary go-to media source for all things finance, investing, and money markets. I am consistently and constantly impressed by you - by your very thoughtful questions and by your vast acumen and insights of the macro and micro economics of the country and world. And I am always impressed by your incredible guests. Please don't change at all. I can easily foresee Welthion having more than two million subscribers in the future. Thank you again, Adam. You are awesome.
You must be getting destroyed in the market this year if you’re investing based on Wealthion. Great channel, but inflexible market views and positioning.
They say bear and hyper-bear financial channels are more profitable because no one is ever disappointed when they are wrong, no matter how long they are wrong for. Meanwhile the hyper bears presenters still make money whilst investors are missing out on the bull cycle we are currently experiencing. Yes, the long term picture is not great, and this is the end of a 40+ yr secular bull market, but never under estimate how long the Fed., Gov., etc can kick the can for. I've been watching this channel since it started - when it was refreshingly different - but now Adam's own personal ad nauseum doom and gloom script is so repetitive, with very little counter point , it's hardly worth watching anymore. At least Lance is honest and balanced (brutally honest, to the point of actually admitting he only does these interviews for the income potential and exposure). I understand that the Wealthion business model is designed to create enough anxiety and uncertainty to have you running for their "Wealthion endorsed financial advisors" of course, but a few more people like Michael Howell (who explains liquidity cycles, for example) might make the channel much more balanced in the process, as well as much more educational (which is your stated mission goal).
The FED comes in all the time .... They just added a bunch of liquidity in last 2 days!!! The FED is beginning to really piss me off! I see no reason for adding liquidity here!!!
They don't want people to be able to buy cheapies. They would rather see your cash savings eroded instead of deflating their bags. 90% of the S&P is intangible assets btw.
Off topic: Adam, your ONE interviewee I would pay dearly for a 1 hour full disclosure session with is Bob Long. Mr Long is scuba diving under the investment surface and he KNOWS how many material PE naked swimmers there are and the size of the circling Great White school?
In one of the nice redidebtial neighborhoods in City of SF, Lakeshore Plaza has more than 60% of retail shops closed, including T Mobile, Jenny Craig and other dining restaurants.
@9:20 This comparison begs context even if it plays out as described. In terms of “Lagging”, I would say trading in the late 90’s “Lags” trading in the early 20’s by : fees, liquidity, news, and most notably the speed at which information travels. I remember my Father getting quotes in percentage points and attempting to understand “spread” as a kid. In addition to these nuances, there’s a fairly significant amount of traders who have kept most of their powder dry in order to short at the top. There are economies within an economy. Further, markets can remain irrational for much longer than we expect. Your guest knows all of these things and has benefited from his approach to managing risk…. With that said, chuckling at Berkshire being down 11% from a local high without mentioning where it stands compared to the local low, let alone a historical one, This Texan sees that Texan and thinks humility is hypocritical in the overall interview. Edit: for transparency sake, I am a proprietary trader by necessity not by choice, and yesterday I contacted my nephew to ask about his student loan debt and rate, because I preached a trade school and he’s nearing completion of becoming a Pilot. After learning about his situation, I parked 96k @ 5.3 for 5/2024. I support the Supreme Court’s ruling, even though it will likely cost me 150k, but I will be Damned before my Nephew graduates into this job market with a $700 monthly vig payment.
Really enjoy Ted and all your guests. I’ve learned to fast forward through the question setups, which tend to be longer than responses. These shows could be half as long. But I’ll take it. Great stuff!
Guys I have lived thru recessions. This is not a recession at all: new teslas everywhere, home prices very sticky high, no homes for sale, stocks rocketing, jobs very solid, govt spending surging, bailout programs everywhere-forbearance, loan mods, refis, student loan forbearance (we will see if it truly ends or gets delayed😉)…🤷🏻♂️
It's Stagflation. These guys are underestimating the impact of boomers retiring (they still have a ton of money even retired -- not all of course). Plus, just people have money due to the stawk market.
Rates will stay low in the long run. The US doesn't have a choice, too much debt. So expect continued inflation...and continued negative yield spreads.
Ted Oakley is SO wise, very strategic, thank you for this interview. Have a client in Northern CA that took a large percentage of his 401k and put it into "commercial" with his IA and I cringe every time I see the numbers. I believe the "pitch" was, the C19 was coming to an end and the office buildings in the Bay Area were going to skyrocket in value. ugh.
That is literally the worst investment a person could make at this juncture. If the entire political landscape had changed and new beneficial policies were being put in effect, then maybe. Unlikely.
what about the role of immigration and contribution of foreign investors to housing demand and prices? Asian buyers as well as asian pension funds are still huge buyers. Also corporations continue to buy.
In my country 72% of all property investors have just 1 investment property. The irony is they use it to minimise salary/income taxes. If they focussed on paying off their residential home first they may not be in the situation of mortgage stress....
In real estate, with a trickle of sales, there are 100 buyers who outbid each other for those few smaller homes. Prices wont drop until the potential buyers lose their jobs, taking them out of market, and sellers lose their jobs too.
im first nation and our economy is booming, the native way is just beginning in the market, invest in my business and we can reach for the stars money cant buy..xxoo
The stock market rally run is over but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve of $250k
it is a misconception that ZTE is a retail phenomenon. It is primarily institutional volume. I think they may have even been addressed on this channel.
House prices haven’t been going up. The value of the dollar has been declining faster and faster. We saw 20+ plus annual inflation in everything that matters- housing, food, cars, etc. but the Fed called it 6-10%. Unfortunately everything has been repriced in a post stimmie and PPP world and if you were saving during this time you are SOL.
Hi, yes, millenial here. I’ve worked since I was 15, work full time make six figures and have no debt. I also have enough for a 20% down payment on 900k house here in California. But I REFUSE to contribute to these boomer retirements. My husband and I cannot justify paying our hard earned money for a POS shack that has not been taken care of or updated since the 80s. Get ready for an influx of McMansions to saturate the market. I give it 5 years.
The retail housing market needs a shock that will instill some fear in resellers. Right now, the market is frozen and sellers are discounting 1%, whereas a realistic discount after a 50% price rise in 2 years is more around 10-15% That will not happen until we see fear in their eyes and that either takes a long time of weakness or an economic shock.
Agree. Takes years. Last three: 1979-1983. 1989-1996. 2006-2012. Peak to trough. The average correction is 4 years 6 months, using data back to 1800. If you assume the nominal peak was mid 2022, based on 223 years of data, the bottom won’t arrive until 2026. Or 2027. And with govt intervention continuing, it could take even longer.
@@Pelican5077 I'm sure Fed and fiscal policy will muck it up. It's strange that we see economic policymaking as progress when market cycles were far easier to predict and manage based on fundamental finance metrics before all these policy interventions. Now it's all about the psychology of Fed board members and the politics of deficit spending.
@@MichaelHarrington17 Yep. That and the Administration extending Covid forebearance programs, 30 billion a month being shoved into economy from the paycheck program. They are doing everything possible to prevent the implosion prior to the ‘selection’. I’m praying they fail and it implodes anyway.
Not scared. I'm open to the idea that stocks may continue to rise through the rest of the year. Not my default view, but I'm open to the possibility. What's your rationale for predicting the "rally of a lifetime"? What trends do you think justify that?
@@Wealthion fed is about to slam rates to zero and you will see the biggest stimulus of all time. COVID was nothing compared to what’s coming. Mass bailouts and soaring inflation are the new normal. Americans just don’t know it yet.
These investment bankers and mutual funds peddle mutual funds regularly. I understand all investments carry some risk, but mutual funds are typically considered a safer investment than purchasing individual stocks. But if I can make more return on investment with individual stock at a given time, should I still choose mutual fund?
Yes, My biggest irk with ETFs is the lack of optimisation . Large changes in any given stock in the ETF can drag your portfolio down. But in general, ETF or not, I think the stock market isn't showing any sign of slowdown. Investing now instead of parking money in the bank would make thousands of dollars in ROI if done right
True, but individual stocks could tank too, remember? You just need a seasoned hand to guide you. I have greatly grown more than 75% this year already, though my FA has advised we diversify going forward. Knowing how to diversify is what gives you an edge.
Yes, but you do agree the amount of information on the internet can be overwhelming? Now we are talking about that, maybe you could recommend who you work with? I've put that off for too long.
Yes, it feels overwhelming when you are starting out, but with time you'll find your foot. I suggest sticking with one who understands your goals. I'll personally recommend Vivian Gioia Carol because I work with her and you could check her website out, but I'm sure there are other good ones too
Thank you for the recommendation. I'm gonna check her out, and I hope I'm able to make something out of it
Almost everyone, including the media, is anticipating a market catastrophe, and as a result, many are turning a blind eye to the opportunities in the market. I began investing in stocks and Defi earlier this year and it is the best choice I've ever made. My portfolio is rounding up to almost a million and I have realized that when a stock makes it to the news, chances are you’re quite late to the party, the idea is to get in early on blue chips before it becomes public. There are lots of life changing opportunities in the market, maximize it.
What opportunities are there in the market and how do I profit from it?
@@Leighwilliams112 You can make a lot of money from the market regardless of whether it strengthens or crashes. The key is to be well positioned.
@@Randymanfred41 I will really like to know how this actually work
@@Leighwilliams112 All you need is a good capital and the service of a professional broker, with those your investment will most certainly produce high yields.
@@Randymanfred41 Do you have an idea of any good broker I can start with?
👍An old-school gent, with Texan charm and the commonsense of a guy who came up the hard way.👍
JL...............that intro in B&W looked circa 1929 !!!!
Totally agree.
@@dannycalley7777ⁿ 6th] ]pppu>] LMK MN
Investing in alternative income streams that are independent of the government should be the top priority for everyone right now. especially given the global economic crisis we are currently experiencing. Stocks, gold, silver, and virtual currencies are still attractive investments at the moment.
It is recommended to seek the assistance of a financial advisor or broker to diversify your investment portfolio through the inclusion of commodities, inflation-indexed bonds, and stocks of financially stable companies, rather than relying solely on growth stocks with uncertain future earnings.
Such market uncertainties are the reason I don’t base my market judgements and decisions on rumours and here-says, got the best of me 2020 and had me holding worthless position in the market, I had to revamp my entire portfolio through the aid of an advisor, before I started seeing any significant results happens in my portfolio, been using the same advisor and I’ve scaled up 950k within a year, whether a bullish or down market, both makes for good profit, it all depends on where you’re looking.
@@trane85 I’ve been down a ton, I’m only holding on so I can recoup, I really need help, who is this investment-adviser that guides you?
Of all of the excellent guests you have on your program, Ted Oakley is the one whose opinion I most respect.
Even though I engage in investing, I feel disheartened by my lack of expertise in assessing the performance of individual companies and determining the optimal timing for stock purchases. The erosion of my financial reserves due to inflation adds to my concerns. At this point, I require precise market trajectory information, but I find myself unsure about the appropriate course of action.
Especially in this challenging market, numerous opportunities exist to achieve impressive returns. However, executing such complex transactions requires the expertise of experienced market professionals.
Considering the prevailing economic climate, I recommend seeking a mentor or a knowledgeable advisor who can provide guidance and support.
That's impressive! I could really use the expertise of this advsors. how can i get to your advisor
This is useful information; I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.
It’s always great to hear Ted talk (no pun intended)…
Transfer of wealth usually occur during market crash, so the more stocks drop, the more I buy, in the meanwhile I'm just focused on making better investments and earning more as recession fear increases, apparently there are strategies to 3x gains in this present market cos I read of someone that pulled a profit of $350k within 6months, and it would really help if you could make a video covering these strategies.
you have to get a financial-advisor/broker to aid you diversify your portfolios to include commodities, inflation-indexed bonds and stocks of companies with solid cash flows, as opposed to growth stocks where valuations were based on future potential earnings,
very true, I started investing before the pandemic and that same year I pulled a profit of about $600k with no prior investing experience, basically all I was doing was seeking guidance from a financial-advisor, you can be passively involved with the aid of a professional.
I’ve actually been looking into advisors lately, the news I’ve been seeing in the market hasn’t been so encouraging. who’s the person guiding you?
credits to Carol Pasol Lewis , one of the best portfolio managers out there. she is well known, you should look her up
I just looked up the broker you suggested on Google and I'm incredibly impressed with him credentials, so thank you for sharing. I'm going to send him an email right away.
I see the rising interest rate as a very big problem, as more investors will definitely pull out more money from the Stock market. This might have worked when I was still invest-ing with a couple thousand dollars, but it is more difficult now to decide whether to pull out more than $365k from my port-folio. I know some inves-tors still make that despite the strong bear market. In wish I could pull that feat
You should definitely sell so the rest of us can buy at a discount. Rates hikes are all but done. Another 25 bps is a drop in the bucket compared to the 500 already in place.
With changes in the economy leading to instability in the stock market, some individuals may face a decrease in their investments in an effort to benefit from the current market conditions, I am considering liquidating my $725k portfolio consisting of bonds and stocks. Someone else in the same situation? Please tell me in the comments!..
would suggest you thoroughly evaluate the companies you have invested in and their estimated future performance, as we may expect to see the market decline further. To minimize stress and improve efficiency, it might be wise to seek the assistance of an investment advisor to help restructure your portfolio and identify any underperforming investments to offset. This approach has been successful for me and has reduced my stress levels.
@@carlorodriguez771 I have been exploring the possibility of utilizing advisors to help navigate the stock market during these uncertain times. However, I am still evaluating their potential effectiveness in providing the support I need.
@@Reymason317
Christy Val D'souza is an esteemed coach known for her proficiency in her area of expertise. You probably might have come across her. I found her on a CNBC interview where she was featured and i reached out to her afterwards. She has since provided entry and exit points on the securities I focus on. You can carry out a quick internet research on her name for more info. I basically follow her market moves and haven’t regretted doing so...
@@carlorodriguez771
I was considering changing my investment strategy and planning to sell certain positions. As my retirement is coming soon,I became increasingly stressed. After thoroughly researching Christy Val D'souza on internet, I concluded that I had made an informed decision. Thank you for this Pointer. She seems very proficient and flexible. I booked a call session with her too.
Ted Oakley, is my favorite guest you have on , not only does he dress the best and always looks great , I believe in him and he is doing a great service to this community.. . Common crash baby !! Lol ...at least I'm biased with a sharp well dressed , valuable honest gentleman 🎉
Right on, I love his glasses 🤓
Love Ted Oakley. Always calm, always full of thoughtful.
I love people who are full of thoughtful
@@dangood2287 😁
@@dangood22873😊s5t0😊cd😊😊bs500x
@@vetbcrazycvvxp😊df0😊
To my understanding this just proves how much we need an edge as investors because playing the market like everyone else just isn’t good enough. I've been quite unsure about investing in this current market and at the same time I feel it's the best time to get started on the market, what are your thoughts?
Since the crash, I've been in the red. I’m playing the long term game, so I'm not too worried but Jim Cramer mentioned there are still a lot of great opportunities, though stocks has been down a lot. I also heard news of a guy that made $250k from about $110k since the crash and I would really look to know how to go about this.
There are actually a lot of ways to make high yields in a crisis, but such trades are best done under the supervision of Financial advisor.
Thats true, I've been getting assisted by a FA for almost a year now, I started out with less than $200K and I'm just $19,000 short of half a million in profit.
@@Oly_laura Impressive can you share more info?
@@Oly_laura She appears to be well-educated and well-read. I ran a Google search for her name and came across her website; thank you for sharing.
I'm sticking with Ted. This is a sucker's rally.
The suckers have been all of us on the sidelines while 100% gains made in the biggest tech plays.
I agree, but you can see why the expression, "bears look smart, while bulls make money" exists. Eventually the tech bulls will get crushed, but it is taking a long time to materialize.
@@gabrielw7773 True enough, my problem with liquidity is its numerous definitions. Everyone seems to define it differently. Which one do you follow?
@@jameslynch4042 Market surprises people when everyone gets bullish, that's been rigged.
Have fun missing out on life changing gains
Thank you for this great interview.
I would like to note that it takes time for house prices to go down 20%. In the housing bust of 2007, took several years until the bottom was reached.
Ted was a great guest, please book him in again. Very Down to earth and no nonsense.
Really enjoy the interviews with Ted, look forward to the second half !!
Thank you Gentlemen!
Ted is a breath of fresh air. I find him significantly more trustworthy than is peers.
Ted Oakley is my absolute favorite guest on this show.
"40% of the Russell 2000 companies are unprofitable" kind of says it all. Hard to argue with any of Ted's points. Great interview!
It is always great to hear from Ted. Thanks Adam!
My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalize on the market for long-term gains, but it wouldn't hurt to know means of actualizing short term.
The market is volatile at this time, hence i will suggest you get yourself an inv-advisor/coach that can provide you with entry and exit points on the financial assets you focus on.
@@darrenphilip247 i'm sure the idea of a coach might sound generic or controversial to a few, but new study by investopedia found that demand for inv-coaches sky-rocketed by over 41.8% since the pandemic, and based on firsthand encounter, I can say for certain their skill sets are topnotch. I was able to raise a whooping 4.5M that set me up for a comfortable retirement after 5 years of subsequent investment. Exactly cost me $800k capital, was confident enough cos funds where in my trading account.
@@chloeanderson543 that's heavy! keep it up, I could really use the expertise of these advsrs, my portfolio has been down bad.... whose the person guiding you?
@@kalfmanbrown5953 my adviser is "trade with Ethan Grayson". You can easily look him up. He has years of financial market experience.
@@chloeanderson543 Thanks for this tip. His website popped up on the first page immediately I searched Ethan’s name, I read through his resume and it seems pretty tight. So, I dropped a message & hopefully he replies soon.
This guest is my favorite!
Ted, you rock. I have been a fan for many, many years. Your financial wisdom is amazing. Thank you for sharing.
I enjoy and take to heart what I hear on Wealthion. Here is what I would like to see on Wealthion. Public pension systems in American are a trillion or more in unfunded liability, all based on who you talk to. In Kentucky we are considered in the bottom three worse funded pension system in America. This is not as they claim from taxpayers not contributing enough. Right now, taxpayers are contributing 30% of salary to public sector employees, 17% and more than the obligation. It's from overpromising, overgenerous, enhanced unfunded benefits, greed, abuse and corruption. It would be interesting to hear from experts as to the impact another severe market correction would have on public pension systems.
I recently inherited almost $500k. I REALLY need to make this money work for me, and not just disappear over time. I've been scrambling for somewhere to put the money, where I can make an effort to use the gains to pay bills so I can quit my job . All roads have pointed to the financial market of some sort which is a good idea buh where else should I put money besides the financial market? We have a 13% RPI rate so cash is tough.
Yep great question and that’s always the one - where would you rather be if you have an option. Personally I’m always invested aside from a small emergency fund. Financial-market for me seem the only way forward with my long time horizon (accrued almost $1.4m in gains since 2020 ) but if you don’t have that fortune of time it’s a tough market out there almost nowhere feels safe! . Just know the risk you're comfortable with . Mistake is expensive
very informative, one option I suppose is, if you were to invest a set amount buy the whole share in a ETF and the remainder could go into a index for which would allow you to purchase the fractional shares, is that an option?
well a million in profit is a nice milestone, how did you achieve that? I guess you have a proven trading strategy that you've spent a lot on please share more info !! and YES i dont want to make
Lol, I began with an Advisor by name Camille Anne Hector. She’s sec verified and an ISDA member. Her approach is transparent allowing total ownership and control over my portfolio and fees are very reasonable in comparison with my ROI.
Found her website easily it was like the frist thing that came up when I searched on her name and also her mail address I will surely touch bases with her to see what's the best step for me to take rn. THANK YOU.
The herd is nearing the cliff and they will go over because they no not what they do , they just follow. This is historical. Good interview.
Adam,
As usual your interviews are incredibly insightful.
Mr. Oakley stated that we have too many banks at 27:36. Mr. Oakley even pointed to Canada having only 35 banks.
I wish you could have pushed back on that sentiment and learned his thoughts after watching Canada close their citizens' accounts over Covid. Having seen operation chokepoint in the US. And now, seeing how governments around the world are willing to close accounts due to political differences. I disagree with his sentiment.
I always enjoy your show and I look forward to part 2 of this interview
40 years, only gets you to the ? Generally...check 1967 tru 1972....check history '68 ; '71?
Adam, you are a good man; I think. Do not avoid these types, but beware of their bias, be the, protectant. you do for the people. Some are sheep, some are shepherds, some are wolves, you Adam, seems to have been called to be the Sheep Dog...we are sorry you have to deal with these Oxbow types...stay strong...well on your way to the green hat... a teacher....
my kid is in Japan. Food is 1/3 the price of what we pay plus 10X the quality. Americants are being gouged by every sector. Bled dry.
Like Teds main street prospective, liken to being on the front line in combat. Ted and many others are scratching their heads, so much leverage and money slushing around is defying gravity. The market can move so fast up or down you either have to be in cash instruments or have a constant pulse on the market. Hugh Henry says there is only about five people on the planet that truly understand the global monetary system. Wow!
This guy is smart. I'm 32 years old. I saw the 08 melt down and it's crazy that people have already forgot. But no... This time is different. Focus on the cash flow of your investments, try not to speculate on future gains and losses. We're playing a big game of hot potato right now and everyome knows it...
Love love love hearing Ted! Thanks
We are bringing a whole new meaning to the word" Denial".
Ted is a great guest!
Ted Oakley is one of best! Read his books, watch his interviews. Learning a lot!
Thx Adam
Best guests and best interviewer. Adams voice is friendly and hes very articulate.
Oakley is one of the best. Thank you Adam.
Sold 95% stocks/Bonds very early in Jan,2022.
But I kept those “investments” on a yahoo finance portfolio tracker.
They are Still down 11.2%. But that’s not all. The monies that were sold got reinvested in various instruments that returned about 4%. That means a Total of 15.2% down - the 11.2 plus the 4.
This gentleman is succinct.
Excellent.
I appreciate your approach to teaching.. To my understanding this just proves how much we need an edge as investors because playing the market like everyone else just isn’t good enough, we just need to hold onto our hopes and wait to see how things turn out because market movements are almost always unpredictable. In my portfolio, I'm noticing more red than green.
As with an my big financial decision,it’s important to keep your guard’s up for economic risks.
However, smart planning, time management and seeking advise from a financial adviser can help keep you and your money safe
yes i agree and right now the markets are going berserk right now. This is the best time to watch them, get to know them better, and strike when the opportunity presents itself. I learned that from my mentor, ‘’’Catherine Morrison Evans'' she's seen dozens of market cycles over the past few decades, and she has a feel for how they move, why they move, and what comes next.
@@martingiavarini How can i reach her, because I’m seeking for a more effective investment approach on my saving.
@@hermanramos7092 Catherine Morrison Evans’’ maintains an online presence. just make a simple search for her name online.
@@martingiavarini She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing..This information is really helpful.
Always great to hear from Ted.
Mr. Oakley is a giant, more please in the future Adam!
I always enjoy Ted Oakley's take, I always view his interviews multiple times.
Old school fundamental analyst in a market dominated by index funds and flows.
Great speaker, thank you for the video!
I think a House- home is a liability, not a savings account. The ever-increasing property taxes, insurance, repair, remodeling, and maintenance costs, makes it not a savings account. Love your show. Thank you for your hard work.
Adam, Extraordinary interview, thanks to you both.
Sir...i watch most of the interviews posted nd has learned a lot . thanks a ton!
However , i would suggest that can we have a bunchbook type thing for all charts in a talk as some link to repositary for all the charts shared by guests in the description .
It would greatly benefit all of us .
This was yet another outstanding interview, as I have definitely come to expect from Welthion.
Thank you, Adam. You are the primary reason for me choosing to make Welthion my primary go-to media source for all things finance, investing, and money markets.
I am consistently and constantly impressed by you - by your very thoughtful questions and by your vast acumen and insights of the macro and micro economics of the country and world. And I am always impressed by your incredible guests.
Please don't change at all. I can easily foresee Welthion having more than two million subscribers in the future.
Thank you again, Adam. You are awesome.
You must be getting destroyed in the market this year if you’re investing based on Wealthion. Great channel, but inflexible market views and positioning.
You have the best guests, Adam. Thank you!
But there's no accounting for the stupidity of the markets but reversion to sanity will occur - it's a question of when.
Oakly is spot on.
Thanks Adam for another excellent interview. Best wishes from England.
Finally, someone with a bearish view on your channel.
sarcasm noted.
The Toak knows his stuff. Great interview!
Great talk! Keep up the great work! God bless this man…. Good luck everyone!
Ted Oakley is the best
They say bear and hyper-bear financial channels are more profitable because no one is ever disappointed when they are wrong, no matter how long they are wrong for. Meanwhile the hyper bears presenters still make money whilst investors are missing out on the bull cycle we are currently experiencing. Yes, the long term picture is not great, and this is the end of a 40+ yr secular bull market, but never under estimate how long the Fed., Gov., etc can kick the can for. I've been watching this channel since it started - when it was refreshingly different - but now Adam's own personal ad nauseum doom and gloom script is so repetitive, with very little counter point , it's hardly worth watching anymore. At least Lance is honest and balanced (brutally honest, to the point of actually admitting he only does these interviews for the income potential and exposure).
I understand that the Wealthion business model is designed to create enough anxiety and uncertainty to have you running for their "Wealthion endorsed financial advisors" of course, but a few more people like Michael Howell (who explains liquidity cycles, for example) might make the channel much more balanced in the process, as well as much more educational (which is your stated mission goal).
Totally agree with Ted that those 11m dollar homes are super overpriced.
The FED comes in all the time .... They just added a bunch of liquidity in last 2 days!!! The FED is beginning to really piss me off! I see no reason for adding liquidity here!!!
They don't want people to be able to buy cheapies. They would rather see your cash savings eroded instead of deflating their bags. 90% of the S&P is intangible assets btw.
Excellent interview. Looking forward to part 2.
Off topic:
Adam, your ONE interviewee I would pay dearly for a 1 hour full disclosure session with is Bob Long.
Mr Long is scuba diving under the investment surface and he KNOWS how many material PE naked swimmers there are and the size of the circling Great White school?
TO is a great guest
In one of the nice redidebtial neighborhoods in City of SF, Lakeshore Plaza has more than 60% of retail shops closed, including T Mobile, Jenny Craig and other dining restaurants.
@9:20
This comparison begs context even if it plays out as described. In terms of “Lagging”, I would say trading in the late 90’s “Lags” trading in the early 20’s by : fees, liquidity, news, and most notably the speed at which information travels.
I remember my Father getting quotes in percentage points and attempting to understand “spread” as a kid.
In addition to these nuances, there’s a fairly significant amount of traders who have kept most of their powder dry in order to short at the top.
There are economies within an economy. Further, markets can remain irrational for much longer than we expect.
Your guest knows all of these things and has benefited from his approach to managing risk…. With that said, chuckling at Berkshire being down 11% from a local high without mentioning where it stands compared to the local low, let alone a historical one,
This Texan sees that Texan and thinks humility is hypocritical in the overall interview.
Edit: for transparency sake, I am a proprietary trader by necessity not by choice, and yesterday I contacted my nephew to ask about his student loan debt and rate, because I preached a trade school and he’s nearing completion of becoming a Pilot. After learning about his situation, I parked 96k @ 5.3 for 5/2024. I support the Supreme Court’s ruling, even though it will likely cost me 150k, but I will be Damned before my Nephew graduates into this job market with a $700 monthly vig payment.
Great interview and thanks for adding the timestamps
Really enjoy Ted and all your guests. I’ve learned to fast forward through the question setups, which tend to be longer than responses. These shows could be half as long. But I’ll take it. Great stuff!
WORDS ARE NOT ENOUGH TO EXPRESS MY GRATITUDE TOWARDS YOUR KINDNESS TO OUR FAMILY *WILD VEST CORPS PAGE* WE ALL SAY THANK YOU VERY MUCH..
5% FFR is not working because the top 20% are so wealthy that they are keeping everything going. The wealth gap is massive.
The constant stream of Bears featured here over the last many months has been the best contra indicator...but I still watch and respect.
Guys I have lived thru recessions. This is not a recession at all: new teslas everywhere, home prices very sticky high, no homes for sale, stocks rocketing, jobs very solid, govt spending surging, bailout programs everywhere-forbearance, loan mods, refis, student loan forbearance (we will see if it truly ends or gets delayed😉)…🤷🏻♂️
I agree. Old school metrics all these guys are looking at just don't seem to mesh with the real world.
@@whodidit99 still too many wall street types banking on it even if consensus is turning more bullish
It's Stagflation. These guys are underestimating the impact of boomers retiring (they still have a ton of money even retired -- not all of course). Plus, just people have money due to the stawk market.
Rates will stay low in the long run. The US doesn't have a choice, too much debt. So expect continued inflation...and continued negative yield spreads.
@@Etaoinshrdlu69 The Fed will continue until it breaks inflation.
Thanks Ted
Economy is booming! 😮 According to the increasingly laughable economic data releases!..
Great interview!
The worst for the market is coming but after a fast swift run higher. When it does turn lower it will blow minds.
Thank you for the content
Fantastic guest.
Out of all the indicators etc. mentioned to forecast the market's gloomy future, the best indicator is most likely the market's current price action.
Ted Oakley is SO wise, very strategic, thank you for this interview. Have a client in Northern CA that took a large percentage of his 401k and put it into "commercial" with his IA and I cringe every time I see the numbers. I believe the "pitch" was, the C19 was coming to an end and the office buildings in the Bay Area were going to skyrocket in value. ugh.
That is literally the worst investment a person could make at this juncture. If the entire political landscape had changed and new beneficial policies were being put in effect, then maybe. Unlikely.
I know I feel terrible for him. He said"I know he (his IA) has my best interest at heart." Ugh
Thanks
Thank you very much!!
what about the role of immigration and contribution of foreign investors to housing demand and prices? Asian buyers as well as asian pension funds are still huge buyers. Also corporations continue to buy.
In my country 72% of all property investors have just 1 investment property. The irony is they use it to minimise salary/income taxes. If they focussed on paying off their residential home first they may not be in the situation of mortgage stress....
In real estate, with a trickle of sales, there are 100 buyers who outbid each other for those few smaller homes. Prices wont drop until the potential buyers lose their jobs, taking them out of market, and sellers lose their jobs too.
im first nation and our economy is booming, the native way is just beginning in the market, invest in my business and we can reach for the stars money cant buy..xxoo
Ted Oakley is my ideal for the role of the 'Rich-Wise Uncle' (That I never had..Ha!)
Raising interest rates != tightening. Why don't people mention that. M2 money supply actually went up from April to May.
The stock market rally run is over but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve of $250k
it is a misconception that ZTE is a retail phenomenon. It is primarily institutional volume. I think they may have even been addressed on this channel.
So we short xerox? I could go for that.
Another great guest. Ty Adam
House prices haven’t been going up. The value of the dollar has been declining faster and faster. We saw 20+ plus annual inflation in everything that matters- housing, food, cars, etc. but the Fed called it 6-10%. Unfortunately everything has been repriced in a post stimmie and PPP world and if you were saving during this time you are SOL.
Here is my #1 question which I can never obtain an answer. How does the F.R. make its profit?
Good show, as always
Can yiu invite Ivy Zelman? We haven't heard from her in over a year!!!!! 🙏
NOW is the last rally
Markets only go up.
Hi, yes, millenial here. I’ve worked since I was 15, work full time make six figures and have no debt. I also have enough for a 20% down payment on 900k house here in California. But I REFUSE to contribute to these boomer retirements. My husband and I cannot justify paying our hard earned money for a POS shack that has not been taken care of or updated since the 80s.
Get ready for an influx of McMansions to saturate the market. I give it 5 years.
The retail housing market needs a shock that will instill some fear in resellers. Right now, the market is frozen and sellers are discounting 1%, whereas a realistic discount after a 50% price rise in 2 years is more around 10-15% That will not happen until we see fear in their eyes and that either takes a long time of weakness or an economic shock.
Agree. Takes years. Last three: 1979-1983. 1989-1996. 2006-2012. Peak to trough. The average correction is 4 years 6 months, using data back to 1800.
If you assume the nominal peak was mid 2022, based on 223 years of data, the bottom won’t arrive until 2026. Or 2027. And with govt intervention continuing, it could take even longer.
@@Pelican5077 I'm sure Fed and fiscal policy will muck it up. It's strange that we see economic policymaking as progress when market cycles were far easier to predict and manage based on fundamental finance metrics before all these policy interventions. Now it's all about the psychology of Fed board members and the politics of deficit spending.
@@MichaelHarrington17 Yep. That and the Administration extending Covid forebearance programs, 30 billion a month being shoved into economy from the paycheck program. They are doing everything possible to prevent the implosion prior to the ‘selection’. I’m praying they fail and it implodes anyway.
Scared old men 😂 Markets are going much higher from here. Have fun missing out on the stock market rally of a lifetime
Not scared. I'm open to the idea that stocks may continue to rise through the rest of the year. Not my default view, but I'm open to the possibility. What's your rationale for predicting the "rally of a lifetime"? What trends do you think justify that?
@@Wealthion fed is about to slam rates to zero and you will see the biggest stimulus of all time. COVID was nothing compared to what’s coming. Mass bailouts and soaring inflation are the new normal. Americans just don’t know it yet.
Housing will reflect inflation! Inflation is going higher a lot higher, so is Irates!!!