As good a podcast as I have ever listened to. Four well-spoken, extremely intelligent men having a sophisticated conversation about financial markets that could be understood by the general investing public. Thank you, gentleman. BTW....always love the music references, Guy. I'm a child of 70s and 80s rock and roll. One of the best parts of the cast.
I am trying to avoid making any new buys at this point in other not to get sucked into a bear market trap.It's tough making money in stocks when institutional investors are the driving force behind the selling.. although I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
Focus on two key objectives. First, stay protected by learning when to sell stocks to cut losses and capture profits. Second, prepare to profit when the market turns around.I recommend you seek the guidance a broker or financial advisor.
I agree, reason I have all my invt-decisions ran through a coach on a daily-basis, it’s been 3years and counting and I’ve grown over $2million in gains, my coach's-analysis so far has steered me off losses and troubled waters and guided me make the most off major-breakthroughs in the mrkt, and esp. in this downtrend, her safe haven asset- trading, short-selling, ETF shorting skill-set are very essential..
I've been thinking of going that route, been holding a bunch of stocks that keeps tanking and I don't know if to keep holding or just dump them, think you coach could aid me with portfolio-restructuring?
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I just looked up this person out of curiosity, and surprisingly she seems really proficient. I thought this was just some overrated BS, I appreciate this.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
My CFA ’Margaret Johnson Arndt’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Nice pod, I agree that AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA last year.
I bought NVIDIA around September because my financial advisor recommended it to me. She said the company is selling shovels in a gold rush. It accounted for almost 80% of my market return this year.
That's a great analogy and I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trend that is difficult for the untrained eyes to see.
Gertrude Margaret Quinto, is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Is the stock market actually getting better or is this the regular start of the year market manipulation to entice new investors? I'm currently sitting on an inheritance of 500k and i'm wondering do I invest in stocks or Gold?
In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. looking at your budget, you should consider financial advisory.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds.
You know, if people would slow down to truly listen to Mike Wilson (and the hosts) they would recognize how important and meaningful these discussions can be to risk management. Cannot thank Team RR enough for these terrific updates being made available to the general population. 🙏
Great one. Mike is so on top of the markets. My thoughts: Small caps came and went like the March rate cut. The best of breed is still the best. Energy is the government's manipulation (Russia's price caps were just the tip of the iceberg) and the 10-year is still attractive to big money for now, although FOMO is making its rounds.
Love reading the comments. I personally have stopped listening to Dan " What if " Nathan and Guy" Look, I've been wrong " Adami. They would be better off analyzing sports and or music. Still amazed that CNBC still has them on.
exactly. Most people who were wrong about 2023 market, have now admitted they called it wrong, but these guys are still gloom. Well, maybe it was ok in mid October to be scared. But, it, sentiment changed end Oct into Nov, there will be no more rate hikes, and economy is strong.
Mike's bearishness 6 months ago and 12 months ago and 18 months ago scared retail investors and they missed out on S&P from 3600 to 5000 and QQQ gains of even more. It never went back down to 2400 like he was saying, not even close.
If you want an example of a circular conversation this is it LMAO. It's word salad on a Friday. Pass the dressing 🥗. If you listen to Wilson he as been right all along partly cloudy is the same as partly sunny LMAO!
Nothing actionable here. "Valuation matters when it matters." Thanks guys. Once again, the only thing that matters is PRICE action, breadth and market structure. Heading over to The Compound.
Not good to be contrarian in a bull market just cause of some finance guy, even if it's Mike Wilson, market will go down(not crash) only when everyone is super bullish, not just this guy.
Great hearing from Wilson. He doesn’t get them all right but he’s high quality. Dan please stop being such a Cassandra and tone down that new hand tick of turning a dial
Dan going "loudest people are one that don't get the game" and he's the loudest one and always wrong, this is poetic, what a sad pathological liar, unbelievable.
Dan - What do you keep looking at that is more important than being engaged with the conversation? It's a negative feel for me, like you're disengaged...you know what I mean?
what wilson said about the 50 stocks making money and over fist in the 90's and we don't have that today needs to be repeated over and over and over and over again everywhere.
Here is my explanation for last August to October bond vigilante: that was a forth down wave collusion between market manipulator and treasure to shake out the weak hand before the final fifth wave so “they” can sell on the top
Lord, Dan is has been so wrong for so long and just continues to double down. Can't wait for NVDA to finally drop and him to try and take credit like he hasn't missed the run 50x.
I mean people want to take shots at Mike Wilson but oh how everyone forgets how he nailed nailed 2022 in 2023 Tom Lee fashion while Tom Lee was wrong in 2022, plus Mike Wilson has names he's been bullish on that have exploded live Accenture, but everyone paints him with the perma bear brush whos always wrong and thats totally not the case.
OK but MW made high conviction calls on SPY severla times including early 2023 and late 2024 that were most certainly inaccurate. Everyone know this, why hide. So he has done well for his clients, that's nice.
Describing illegal foreign immigrants as “adding to the labor force” is a math error. This is unskilled labor and a social charge. More accurate to add to the elderly population for economic equivalent
Love Mike, but dubious on his claims of Morgan Stanley investors outperforming the S&P. I own 2 actively-managed Morgan Stanley mutual funds that have been dismal performers, both down 45% & 55% respectively since 2021, so yes, that is a good reason to choose passive over active.
Creepy clowns create unnecessary chaos or another short story part 2. To perfection recommend to add some circus music - expected that they will choose some from list of songs discussed on the beginning … What an ideas composition in one group just mix by circus soundtrack and that could be blockbuster and recover some money … Can imagine how much they lost by 2 years spent in illusion world…
Mike Wilson has no shame. Thank God he is a "strategist" and doesn't manage money for a living. His clients would lose money. Bro, just come out and admit that you suck.
I'm going to have a hard time listening to Dan talk over Mike. Dan Nathan, When guests come on... please don't preach to them...ask questions..let them talk....answer questions and spread their knowledge and insights. That's why they get invited. Thank you
😂 all these old geezers are completely clueless thinking there isnt a killer ai app yet. if you’re not using ai almost everyday, you’re so out of the loop. have fun buying much higher from here
It's so funny to hear people refer to this market as "late cycle," when the S&P is only 5% above the previous all time high. You're literally smoking crack if you think this is "late cycle."
As good a podcast as I have ever listened to. Four well-spoken, extremely intelligent men having a sophisticated conversation about financial markets that could be understood by the general investing public. Thank you, gentleman. BTW....always love the music references, Guy. I'm a child of 70s and 80s rock and roll. One of the best parts of the cast.
Thanks for listening
I am trying to avoid making any new buys at this point in other not to get sucked into a bear market trap.It's tough making money in stocks when institutional investors are the driving force behind the selling.. although I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
Focus on two key objectives. First, stay protected by learning when to sell stocks to cut losses and capture profits. Second, prepare to profit when the market turns around.I recommend you seek the guidance a broker or financial advisor.
I agree, reason I have all my invt-decisions ran through a coach on a daily-basis, it’s been 3years and counting and I’ve grown over $2million in gains, my coach's-analysis so far has steered me off losses and troubled waters and guided me make the most off major-breakthroughs in the mrkt, and esp. in this downtrend, her safe haven asset- trading, short-selling, ETF shorting skill-set are very essential..
I've been thinking of going that route, been holding a bunch of stocks that keeps tanking and I don't know if to keep holding or just dump them, think you coach could aid me with portfolio-restructuring?
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I just looked up this person out of curiosity, and surprisingly she seems really proficient. I thought this was just some overrated BS, I appreciate this.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
My CFA ’Margaret Johnson Arndt’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
she actually appears to be well-read and educated. I just did a Google search for her name and found her webpage, I appreciate you sharing
Nice pod, I agree that AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA last year.
I bought NVIDIA around September because my financial advisor recommended it to me. She said the company is selling shovels in a gold rush. It accounted for almost 80% of my market return this year.
That's a great analogy and I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trend that is difficult for the untrained eyes to see.
*@disney-hefner* That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this consultant?
Gertrude Margaret Quinto, is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.
Is the stock market actually getting better or is this the regular start of the year market manipulation to entice new investors? I'm currently sitting on an inheritance of 500k and i'm wondering do I invest in stocks or Gold?
In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. looking at your budget, you should consider financial advisory.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds.
Jessica Annabelle Rupp is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment
Sit in cash and wait for August to go all in.
You know, if people would slow down to truly listen to Mike Wilson (and the hosts) they would recognize how important and meaningful these discussions can be to risk management. Cannot thank Team RR enough for these terrific updates being made available to the general population. 🙏
Most people want sound bites not informative discussion
If you listened to them you’d have made NO MONEY. Guy admits he missed this run. That’s why Mike got his ass fired.
Thank God we have Dumb Nathan distributing his takes to the public 🙏
You kidding? If you took the time to listen to them, you would’ve been under performing or worse, losing money during this massive run!
@@supanova4126 no one could’ve predicted NVDA’s current price
Mike and Dan will never be mistaken for motivational speakers.. Have to respect the consistency of the message!
Motivational speakers are also known as being a fount of truth of wisdom.
Really love it when Wilson is on, have so much respect for this guy. Great interview.
I listened to Mike Wilson all during 2023. I missed it. He scared me so bad that I missed it.
He is the worst market forcaster in the world. You should have listened to Tom Lee. This guy is a total fool.
Congrats on being right one a decade Mike!!
Great one. Mike is so on top of the markets. My thoughts: Small caps came and went like the March rate cut. The best of breed is still the best. Energy is the government's manipulation (Russia's price caps were just the tip of the iceberg) and the 10-year is still attractive to big money for now, although FOMO is making its rounds.
Nice. Better summary than AI could deliver!
Love reading the comments. I personally have stopped listening to Dan " What if " Nathan and Guy" Look, I've been wrong " Adami. They would be better off analyzing sports and or music. Still amazed that CNBC still has them on.
great podcast team to listen to as you take a nap:)
This show should be called “Confusing You”
Dumb and dumber
Mike is good. Danny and Guy are just comedians.
As usual... We could also add Danny thinks the show is all about him being interviewed as he speaks way too much while nobody cares about his views.
Mike's alive?? Great ❤
Alive, but demoted at Morgan Stanley.
One big bear party. Yipeee.
Great pod with Mike, always a favorite.
MVP 🙌🙌🙌🙌 Thanks for your insights Mike
Time for a PermaBear therapy session! Can't imagine how much money these guys have lost since the Oct 2022 bottom.
exactly. Most people who were wrong about 2023 market, have now admitted they called it wrong, but these guys are still gloom. Well, maybe it was ok in mid October to be scared. But, it, sentiment changed end Oct into Nov, there will be no more rate hikes, and economy is strong.
Let me know when was the last time Mike Wilson or any of these guys were right about anything.
Mike's bearishness 6 months ago and 12 months ago and 18 months ago scared retail investors and they missed out on S&P from 3600 to 5000 and QQQ gains of even more. It never went back down to 2400 like he was saying, not even close.
Exactly!!!
Omg Wilson is still around 🙀
He’s working out of his moms basement now
great show!
“You can’t run a fund with concentrated positions, but we are…” lmaooo
Misery loves company comes to mind here
Mike terrified retail traders imo. In the end he said he was fully vested I believe. That’s why the small guys lose and the big banks win.
I mean like 8 months ago he said he'd stay invested because you have to be...
@@edk-o6q he said after a long time and the market had ran up if I remember correctly
MS has to stay invested or they would lose clients goofy.
If you want an example of a circular conversation this is it LMAO. It's word salad on a Friday. Pass the dressing 🥗. If you listen to Wilson he as been right all along partly cloudy is the same as partly sunny LMAO!
Quick! Book Jeremy Grantham!
The faces on these guys when Mike starts the show all bulled up lol
Mike doesn’t know shit
Perfect timing Mike Thank you
I wonder what the potential 10x small/mid-cap resource stocks he mentioned are - any ideas?
Does Mike Wilson share his portfolio ideas with the public?
That outperformance over the S&P 500 sounds interesting.
“Fight the tape”
-this show.
one thing is clear : only mike is in the business of giving advice. You have an opinion until you have clients and responsabilities
Nothing actionable here. "Valuation matters when it matters." Thanks guys. Once again, the only thing that matters is PRICE action, breadth and market structure. Heading over to The Compound.
You guys should get Ed Yardeni on the show. How bout someone who was actually RIGHT for a change.
Didnt Mike get demoted for being too bearish for too long and costing his clients millions?
It's a side-motion... He's not the face and brains any more. He's the puppet master now.
They probably lost millions
Ok now that Mike is sounding bullish, the market crash is near!
Not good to be contrarian in a bull market just cause of some finance guy, even if it's Mike Wilson, market will go down(not crash) only when everyone is super bullish, not just this guy.
You got that right
I think having him on is disrespectful to viewers
Mike has been bruised badly by his 2023 bearish call. He is not going to make same mistake again by getting it wrong.
@@TruthSeaker-t6q one sector doesn't create a bull market lil buddy. Keep betting on Biden to save you 😉
Here comes mike Wilson 😂😂
Mike Wilson Mr wrong of all times. 25% up Mike 25%.
I’m done with listening to you all. Even a broken clock is right more often than you.
Great hearing from Wilson. He doesn’t get them all right but he’s high quality. Dan please stop being such a Cassandra and tone down that new hand tick of turning a dial
Dream team😮😮😮😂😂
Dan going "loudest people are one that don't get the game" and he's the loudest one and always wrong, this is poetic, what a sad pathological liar, unbelievable.
Not pathological, but almost criminally dumb
These guys analyze the shit out of the market and come out exactly wrong for how long now? 2 years?
Tells you something about the value of “analysis”
Grazie 🙏 Mike Wilson
Bear conference
95 avg IQ conference
Bear party🎉
I like Mike accent ❤
And love me some: Danny Moses
OK, Mike Wilson is bearish on small caps. Time to all in IWM. :)
Dan - What do you keep looking at that is more important than being engaged with the conversation? It's a negative feel for me, like you're disengaged...you know what I mean?
He’s often looking at the market and looking at talking points
I sort of wish the conversation had taken off from what Danny Moses was saying.
Is that a folding phone that Mike has?
will never take these guys seriously again. they are no more expert than the average Joe on the street
Dan the clown always clicking on his laptop during these interviews. Looking like he’s the genius when he’s the biggest clown. Out of all of them.
Look at historical PEs of each index. Look at the debt that the US consumer holds related to the past. This is why people are bearish.
Mike is right. it's all about fiscal policy
But he wasn’t saying that
Mike Wilson should be investigated by SEC.
what wilson said about the 50 stocks making money and over fist in the 90's and we don't have that today needs to be repeated over and over and over and over again everywhere.
matching bear shoes 😂
oh Lord, the 4 perma bears! misguiding people for years
If the Russel breaks out, it's game on.
When, not if.
SHOW ME HOW MIKE WILSON BEAT THE S&P LAST YEAR NO FUCKING WAY, but great interview
Here is my explanation for last August to October bond vigilante: that was a forth down wave collusion between market manipulator and treasure to shake out the weak hand before the final fifth wave so “they” can sell on the top
If you believe that, I’ve got some tin foil to sell you.
@@GrantLeeEdwards you don’t buy what I said?
Lord, Dan is has been so wrong for so long and just continues to double down. Can't wait for NVDA to finally drop and him to try and take credit like he hasn't missed the run 50x.
I mean people want to take shots at Mike Wilson but oh how everyone forgets how he nailed nailed 2022 in 2023 Tom Lee fashion while Tom Lee was wrong in 2022, plus Mike Wilson has names he's been bullish on that have exploded live Accenture, but everyone paints him with the perma bear brush whos always wrong and thats totally not the case.
Saturday in the park…
My own opinion is that the BOJ should be catching flack. Only country in the world at lower bound. Time to be labeled manipulative
Any way to get Dan Nathan to shut up? Can't stand him.
OK but MW made high conviction calls on SPY severla times including early 2023 and late 2024 that were most certainly inaccurate. Everyone know this, why hide. So he has done well for his clients, that's nice.
Describing illegal foreign immigrants as “adding to the labor force” is a math error. This is unskilled labor and a social charge. More accurate to add to the elderly population for economic equivalent
KLXE and CLMT are going to rip. Might take 1,2 5, or 10 years but I’ll take a 3-5x over any of those time spans.
They should rename this channel to “bears united”
Retarded we stand
The bear’s lair
Personekity?
Asses to be handed out, and no-one will be able to get to the elevator.
Love Mike, but dubious on his claims of Morgan Stanley investors outperforming the S&P. I own 2 actively-managed Morgan Stanley mutual funds that have been dismal performers, both down 45% & 55% respectively since 2021, so yes, that is a good reason to choose passive over active.
Dan was singing "spinning wheel," That is blood, sweat and tears, not Chicago smh
People still listen to this guy?
If Mike is the guest, can we let him speak please? 😢
Mike Wilson Lmfaooooo
Creepy clowns create unnecessary chaos or another short story part 2. To perfection recommend to add some circus music - expected that they will choose some from list of songs discussed on the beginning … What an ideas composition in one group just mix by circus soundtrack and that could be blockbuster and recover some money … Can imagine how much they lost by 2 years spent in illusion world…
Mike Wilson has no shame. Thank God he is a "strategist" and doesn't manage money for a living. His clients would lose money. Bro, just come out and admit that you suck.
Clearly he won’t. Smh
Can’t wait for the 5% correction so these guys can spike the ball after missing a 30% move in the S&P. 😂😂
14:40 !!!!!
Dan, you need to break the habit of “you know what I mean”.
Like to know why the hosts always have their laptops open…… just curious
Looking at the markets and notes
They’re looking at ideas to start a new business
Mike got fired 😂😂😂😂
Of course Mike is more bullish. He got demoted.
I'm going to have a hard time listening to Dan talk over Mike.
Dan Nathan,
When guests come on... please don't preach to them...ask questions..let them talk....answer questions and spread their knowledge and insights. That's why they get invited.
Thank you
The BIG SHORT guy is always short. Not great.
Has Mike Wilson just told us to buy small, speculative Shitcos, because Rates will get slashed? 🤪
The market is not the economy and trying to predict either is a fool's errand.
😂 all these old geezers are completely clueless thinking there isnt a killer ai app yet. if you’re not using ai almost everyday, you’re so out of the loop. have fun buying much higher from here
AI almost everyday? for what? writing emails? boilerplate code?
Mike has been bruised badly by his 2023 bearish call. He is not going to make same mistake again by getting it wrong.
Dan Nathan has never had a money making thought.
3 perma bear clowns joined by another bigger clown. Perfect!
Damn, y'all fryin they ass up in these comments. 😅😅😅
So harsh
It’s cause these clowns have been telling people to short Nvda or the Q’s for well over a year now. The price action have proven them wrong every day
It's so funny to hear people refer to this market as "late cycle," when the S&P is only 5% above the previous all time high. You're literally smoking crack if you think this is "late cycle."