And then some more videos please...I can not get enough of his teaching skills. I am happy to be able to go back and watch these videos again and again.
Having watched a few of your videos, I know why you are using the hurdle rate rather than the inflation rate to determine whether an asset is worth owning. Some listeners might not know this, and hence feel like they only need to worry about the inflation rate if they are not borrowing money to invest. Your investment plan is to buy assets and never sell them, and instead borrow money for expenses based on the asset values. That plan requires investment in assets that beat the hurdle rate instead of the inflation rate, in order to get ahead. You might make that clear for new listeners.
As always, Excellent work, Mark!! I realized many years ago that the traditional 60/40 plan touted by so many advisors was not going to work for me. And thanks to people like you and Saylor I now realize they aren’t working for anyone! Most people don’t understand about fiat dollar debasement. And even many of those that do don’t realize the true cost of capital or more specifically, as you call it, the true rate of debasement! So many of my friends think their stock portfolios are killing it. But they aren’t comparing their returns to the real rate of debasement! Yikes!!
I am so thankful to be able to go back and forth in your videos at any time I like. Your videos are a blessing for us to really learn from. Thank you for sharing your knowlege with us all. To your success!
I struggle with Ray Dahlio.. He publishes a book on principles and then fifty one percent of Bridgewaters investment portfolio is in china.. Certainly. Ray is aware of the slave labor, Certainly. Ray is aware that any company that has over fifty employees has to have a CCP representative On location to make sure that the company is acting an alignment with the party's ideology.. But yes, ray, tell me about your principles
Principles has nothing to do with morals. Also investing in a country thats lifting 100s of millions out of poverty, while making the world richer isnt the worst thing you can do. He allocates capital well. Nobody that does that has a perfect moral compass. Even investing in coca cola is awful, so hate buffett too then.
Meanwhile in the US not a single client of Jeffrey Epstein's underage child sex operation has been tried, or even arrested. Are we to believe that he had no clients? That's what the FBI, DOJ appear to want.
Probably because it;s just another video that tells you that old style investments are not keeping up with the rate of monetary expansion, pumps BTC and his business. The delivery is "i'm going to tell you, i'm about to tell you, just stay a bit more and i will definately tell you, you waited 20 minutes, buy BTC, invest in AI". He speaks like a CEO, because he is one...but it's not relatable one bit.
Only hard assets will prevail at the end Gold,silver,land,property,sheep,cattle,chikenss,water,food, The rest(currncy,bitcoin,bonds,stock market) will go to zero
@@BigG2GIt's an US invention, so they can steal money from even worldwide! This is why no owner, but some kind of made up name and nobody has seen or heard about!
@BigG2G yeah backed by nothing, prints new units out of thin air, sold as a hard currency that retains value but is actually heavily inflationary and is only proppep up by people that buy the new issuances... oh wait thats the US DOLLAR Everything is getting cheaper valued in bitcoin. Life is getting more expensive valued in dollars. Pretty obvious which one you should hold
Like other raw materials, copper is dumped by fianance industry, using their money fire power, to ensure cheap growth and production in US high tech industry. I have several copper stocks in my portfolio (like BHP, Glencore, Anglo-Am. a.o) but these are underperformers for decades now.
This was a excellent video full of useful information. If Mr.Mark were to ever start a public school ranging from kindergarten to college levels then i would have no doubt that he would be a fantastic teacher running the core curriculum of finances, history, leadership, business and a lot more.
Mark, you do a great job presenting. I agree with your analysis regarding the amount of return needed to actually get ahead. Heck we’re all struggling to stay afloat right now and with the prospect of a crashing market right in front of us it is really uneasy times. A lot of people are sitting in cash and bonds right now on the sidelines waiting for the market to crash. Well, that isn’t exactly doing a good job either. This is going to be the biggest topic in the world in the next year or two. How do you actually make money?
Great content as always. Just three things from me. 1. Why do you add CPI to debasement rate? As it seems price inflation is already included in debasement. And if it's not, you know that CPI is not the actual real inflation, so that's the wrong number to add to find out the hurdle rate, right? 2. Of course a video of revolutionary cycles would be amazing. 3. Where is that private unlisted video? Doesn't show up on video or in the description. Thanks for your answers
That’s the thing,. The rules have completely changed. The stocks that used to be solid are now shaky, and there’s a lot of hype around emerging technologies.
It’s true. My portfolio has definitely taken a hit from this shift. I used to be confident in my investments, but now I’m not so sure. It feels like the ground is constantly shifting beneath our feet.
Not their "edge" but their hegemony, of course they were wining if they were the only ones with ACCESS to the markets as easily as everyone has now, and before to gain access you had to pay the huge stock brokerage firms high fees to be able to even look at it daily.
Hi Mark, thank you for your highly educational content! Could you dive deep into AI stock please. What the best assets to get into right now? E.g. Tesla seems a good one as its still undervalued vs NVIDIA which at its peak and its debatable whether it still makes sense to invest in it? What are other AI stocks in their early days ?
Hi Mark. Yes Man! Lets see your explanation on the 3 cycles. You had me hooked from the start! Ties in with the 4th Turning and where we are right now globally.
I would love to see more information on the different cycles. I have been exposed to them in the last 2 years and still don't really know much about them.
Good stuff a continuation of this topic would be excellent in order to evaluate the growth sectors. Would also like to hear your thoughts on tokenomics and how it affects price discovery of a retail token even if the technology behind it has utility?
Doesn’t The Fourth Turning cover these cycles as well? I need to get back to listening to that book. I’ve listened to Broken Money, Fed Up and just started Michael Pento’s book. Disruption is where the money is at. Very few companies out there doing it.
Thank you for all the information provided! Always fantastic! You haven't put the link of your 8 investments? You said that you are sharing your private video but you didn't. Could you please share that link?
Always worth while videos Mark, thanks ! Keep it up. Liked your video on borrowing from btc. Many say it’s a bad idea would like to hear more on your ideas in that area currently and where you see opportunities improving in years to come.
I'd love to follow you for more on the investments you're making Mark, where can we get more information on the intersection of the those three areas you are mentioning? Thanks as always for your content and yes please separate video on the waves please 🙏
thanks for sharing your knowledge so glad I came across your channel it is very easy to follow and very interesting. also, you move along at a good speed 🚀
Thank you so much for this, i really appreciate your videos. I would like to request for the 3 revolutionary cycles video and also a humble request, if you could link the video link you mentioned about please.
Once money and stock market growth is not reflected in average people's wealth any more, there is something wrong, and this is the case in the entire G7 world. It is an easy calculation: The debt is also growing faster than GDP, and therefore, only the top investores and finance indutstry owning the stock market, benefit from this divergent development.
Ray Dalio is a clear example, losing $70 billion, that KNOWING and having the informations, and he does and has written books on these subjects, but it is not enough to make the right moves, and predict..... he is great at looking at the history of money and cycles etc, Dent is a good one at that too, but that is always the past and each cycle is a bit different, and how big a cycle do you look at is important... I love Dalio's books but I never make the mistake of thinking this time HAS TO be the same, maybe it is the same in the outer contours but not in the details.
Baltic dry index...raw material shipping..tells you the future.. better than finished product shipping Is there any specific raw material shipping index ?
How do you calculate that if you put in 45k, your advisor makes 145 of it and you get 45, advisor 100k, butfrom 10k tot 45k is decent.....i lost you there, but the whole video is very clarifying, thanks. Make all the videos you propose.
Mark, you showed graphs of the SPX and the Monetary Inflation Hedges versus global liquidity. In both cases, the graphs show that these assets are currently significantly overvalued compared to their normal relationships to the global liquidity, over the time period of the graphs. So, these assets might be expected to underperform global liquidity for some time, to revert back to their normal relationships to the global liquidity curve. Are any of the assets that have reasonably good returns currently undervalued with respect to their normal relationship to global liquidity? Those might get a boost going forward, from mean reversion.
There are going to be a plethora of businesses created in order to take advantage of A I as Well as quantum computing. If you invest in numerous businesses to cover all bases or as many bases as possible, how does that differentiate From the plethora of businesses in a mutual fund? I don't think it does.
Great vid. But why compare an ‘all weather’ portfolio to an AI/Btc portfolio with way more risk and reward? I don’t think ppl expect to get rich with Ray’s portfolio, they don’t care about the hurdle rate. 🤔 They’re likely already rich and are fine to lose 10% attrition per year if that means they’re safer.
Hey Mark when you calculate the rate of inflation aren't you double dipping by adding CPI (~3%) to the rate of growth of money supply i.e. debasement (~10%) since inflation in price of goods & services i.e CPI is a result of growth in the money supply? If you can clarify this in your next video would be greatly appreciated
Interesting - my concern is the strategy is based on historical returns of different assets - there is a good chance the future, and assets that perform well, will be very different to the past and not as you predict. In particular, while the government is fine with BTC as it is getting people to use digital currency, when it rolls out its CBDC, the risk is gov't will not allow BTC to compete fairly with it and will destroy it via regulation/taxes or outright banning.
A video on the topic of 3 revolutionary cycles? We don't want it, we demand it.
Please 🙏
Make it...😅
I'm interested, too.
Right?! 😃
The further you go back the more you can determine the future
Mark - We want all the videos on all the topics you can manage. All of them. Thank you.
And then some more videos please...I can not get enough of his teaching skills. I am happy to be able to go back and watch these videos again and again.
yes
Yes. Seriously. Make a video of the three wave convergence
Yes Please Mark 🌻🌾
🙏
Simply brilliant! Who needs a money advisor when we have this outstanding insight? Thank you MM
My pleasure!
Having watched a few of your videos, I know why you are using the hurdle rate rather than the inflation rate to determine whether an asset is worth owning. Some listeners might not know this, and hence feel like they only need to worry about the inflation rate if they are not borrowing money to invest. Your investment plan is to buy assets and never sell them, and instead borrow money for expenses based on the asset values. That plan requires investment in assets that beat the hurdle rate instead of the inflation rate, in order to get ahead. You might make that clear for new listeners.
As always, Excellent work, Mark!! I realized many years ago that the traditional 60/40 plan touted by so many advisors was not going to work for me. And thanks to people like you and Saylor I now realize they aren’t working for anyone! Most people don’t understand about fiat dollar debasement. And even many of those that do don’t realize the true cost of capital or more specifically, as you call it, the true rate of debasement! So many of my friends think their stock portfolios are killing it. But they aren’t comparing their returns to the real rate of debasement! Yikes!!
Great info Mark, really appreciated it!
Glad it was helpful!
Good presentation, well organized, clear, understandable. Thanks!
Glad you enjoyed it!
I am so thankful to be able to go back and forth in your videos at any time I like. Your videos are a blessing for us to really learn from. Thank you for sharing your knowlege with us all. To your success!
I struggle with Ray Dahlio.. He publishes a book on principles and then fifty one percent of Bridgewaters investment portfolio is in china.. Certainly. Ray is aware of the slave labor, Certainly. Ray is aware that any company that has over fifty employees has to have a CCP representative On location to make sure that the company is acting an alignment with the party's ideology.. But yes, ray, tell me about your principles
I became disillusioned with Ray also
Meanwhile in the US not a single client of Jeffrey Epstein's child sex operation has been tried. Not a single one. So....?
Profit before people
Cash before community
Principles has nothing to do with morals. Also investing in a country thats lifting 100s of millions out of poverty, while making the world richer isnt the worst thing you can do. He allocates capital well. Nobody that does that has a perfect moral compass. Even investing in coca cola is awful, so hate buffett too then.
Meanwhile in the US not a single client of Jeffrey Epstein's underage child sex operation has been tried, or even arrested. Are we to believe that he had no clients? That's what the FBI, DOJ appear to want.
Why would anyone give you a thumbs down.. when you deliver such exceptional value :)
Probably because it;s just another video that tells you that old style investments are not keeping up with the rate of monetary expansion, pumps BTC and his business.
The delivery is "i'm going to tell you, i'm about to tell you, just stay a bit more and i will definately tell you, you waited 20 minutes, buy BTC, invest in AI". He speaks like a CEO, because he is one...but it's not relatable one bit.
@@shakazullyup! Hard pass on crypto
Only hard assets will prevail at the end
Gold,silver,land,property,sheep,cattle,chikenss,water,food,
The rest(currncy,bitcoin,bonds,stock market) will go to zero
It would be easier for you to just type, "I don't understand Bitcoin".
@@dudleydooright Also, "I didn't understand a thing you just said."!!
Yes to a video of the cycles. !!!
Bitcoin is the black hole.
@@BigG2GIt's an US invention, so they can steal money from even worldwide! This is why no owner, but some kind of made up name and nobody has seen or heard about!
Bitcoin will destroy governments
@@BigG2G Enjoy staying poor. Maybe I'll let you clean my pool for $10/hour. 😆 Also, you may wanna research what a 'Ponzi Scheme' is. 😉
@BigG2G yeah backed by nothing, prints new units out of thin air, sold as a hard currency that retains value but is actually heavily inflationary and is only proppep up by people that buy the new issuances... oh wait thats the US DOLLAR
Everything is getting cheaper valued in bitcoin. Life is getting more expensive valued in dollars. Pretty obvious which one you should hold
@@BigG2G not as big as FIAT money
Copper is used in almost everything. Appliances, vehicles, buuldings. One of the best economic indicators demand and price of copper.
Buy the Sprott Physical Copper Trust Royalty- SPHCF $8.50 share. &
Sprott Jr Copper Miners -COPJ &
Sprott Copper Miners ETF - COPP
@@Emilahp buy physical copper
@@bootangy the Sprott Physical Copper trust stock is buying physical copper. If you want it sent to you, they’ll send it
@@Emilahp cool but ill buy my own .ty
Like other raw materials, copper is dumped by fianance industry, using their money fire power, to ensure cheap growth and production in US high tech industry.
I have several copper stocks in my portfolio (like BHP, Glencore, Anglo-Am. a.o) but these are underperformers for decades now.
This was a excellent video full of useful information. If Mr.Mark were to ever start a public school ranging from kindergarten to college levels then i would have no doubt that he would be a fantastic teacher running the core curriculum of finances, history, leadership, business and a lot more.
The hurdle rate is higher when you add 25% tax rate on your earnings
Mark, you do a great job presenting. I agree with your analysis regarding the amount of return needed to actually get ahead. Heck we’re all struggling to stay afloat right now and with the prospect of a crashing market right in front of us it is really uneasy times. A lot of people are sitting in cash and bonds right now on the sidelines waiting for the market to crash. Well, that isn’t exactly doing a good job either. This is going to be the biggest topic in the world in the next year or two. How do you actually make money?
Great content as always. Just three things from me. 1. Why do you add CPI to debasement rate? As it seems price inflation is already included in debasement. And if it's not, you know that CPI is not the actual real inflation, so that's the wrong number to add to find out the hurdle rate, right? 2. Of course a video of revolutionary cycles would be amazing. 3. Where is that private unlisted video? Doesn't show up on video or in the description. Thanks for your answers
It’s like the traditional safe havens are losing their edge, and all these new sectors are emerging out of nowhere.
That’s the thing,. The rules have completely changed. The stocks that used to be solid are now shaky, and there’s a lot of hype around emerging technologies.
It’s true. My portfolio has definitely taken a hit from this shift. I used to be confident in my investments, but now I’m not so sure. It feels like the ground is constantly shifting beneath our feet.
Not their "edge" but their hegemony, of course they were wining if they were the only ones with ACCESS to the markets as easily as everyone has now, and before to gain access you had to pay the huge stock brokerage firms high fees to be able to even look at it daily.
Quality edutainment
Can I get the link for the video about HIdden Back Doors/Copper? I can't find it
I say that if you include capital gains taxes only BTC is making gains.
Cycle video would be cool. I enjoy the knowledge thanks
Mark Moss University 🎉 yes, please make all the videos 🎉
Welcome to class!
Thank you Mark.
Just one question...don't you think that Blackrock buying up huge quantities of BTC is leading toward centralization?
Thank you Mark! I actively manage my own stocks, Bitcoin, gold and silver. On stocks, only tech and oil related stocks. That’s where I am comfortable.
Nice work! I think that's important if you have the knowledge to do it you absolutely should!
I am so grateful for the work you do and bring to us. Thank you 🙏
Hi Mark - yes, I would really get a lot of value from a video on the three revolutionary cycles. Enjoy your channel. Thanks for your viewpoints.
this one is very very good. pls inform us about cycles and economic waves
the more video's the better, thanks Mark
Glad you like them!
I don't see any link to the Private Video you where talking about @22:55 ....where is it??
would love a video on all the waves and cycles you talk about! Great video and info thanks a million!
Yes please explain the global liquidity cycles clearly. Thank you
Hi Mark, thank you for your highly educational content! Could you dive deep into AI stock please. What the best assets to get into right now? E.g. Tesla seems a good one as its still undervalued vs NVIDIA which at its peak and its debatable whether it still makes sense to invest in it? What are other AI stocks in their early days ?
Hi Mark. Yes Man! Lets see your explanation on the 3 cycles. You had me hooked from the start! Ties in with the 4th Turning and where we are right now globally.
I would love to see more information on the different cycles. I have been exposed to them in the last 2 years and still don't really know much about them.
Yes. Please make a new video going in details about these converging cycles!!
Can we really evaluate Bitcoin's performance based on 15? years of existence relative to other assets?
Yes make a video I want to learn
This is your best video so far as I am an ordinary person but I can understand your points?
Also very interested in that convergence video 🙏
Good stuff a continuation of this topic would be excellent in order to evaluate the growth sectors. Would also like to hear your thoughts on tokenomics and how it affects price discovery of a retail token even if the technology behind it has utility?
Yes, please do a video explaining the 4 parts of the cycle
Great analysis as always tnx Mark. I am really curious knowing about the cycles you are talking about
Another great presentation! Thanks for your help Mr Moss!
My pleasure!
Yes! Please make a video in detail about the 3 converging cycles....thank you~
This is gold! Thank you Mark.
Glad you enjoyed it!
Doesn’t The Fourth Turning cover these cycles as well? I need to get back to listening to that book.
I’ve listened to Broken Money, Fed Up and just started Michael Pento’s book. Disruption is where the money is at. Very few companies out there doing it.
good info thanks for hard work and sharing knowledge
YES to a video concerning THE convergences of waves to "surf."
Thank you for all the information provided! Always fantastic!
You haven't put the link of your 8 investments? You said that you are sharing your private video but you didn't. Could you please share that link?
Always worth while videos Mark, thanks !
Keep it up.
Liked your video on borrowing from btc. Many say it’s a bad idea would like to hear more on your ideas in that area currently and where you see opportunities improving in years to come.
hey @jackbrown6354 where can I find that video on 'borrowing from btc' you mention here? thanks!
That 76% number is very conservative. According to Mutual fund managers that were asked 70-90% of them don't beat the SPY and they charge a fee.
MR. MOSS, PLEASE MAKE THE RELATED VIDEO'S... VERY IMPORTANT. THANKS
Yes Mark make a video on the convergence of three waves please. Let's beat the rate of debasement that makes total sense.
Mark thank you for this preso. Can you deep dive on your next YT about the cycles? Also do you have a newletter with these details?
I'd love to follow you for more on the investments you're making Mark, where can we get more information on the intersection of the those three areas you are mentioning?
Thanks as always for your content and yes please separate video on the waves please 🙏
Great information please make more like it. It is great 😃 thank you for your help and support 🙏
Great work Mark! U are on point!
thanks for sharing your knowledge so glad I came across your channel it is very easy to follow and very interesting. also, you move along at a good speed 🚀
Thanks and welcome
"Gold 2% return"
LOL, Gold is up 7000% (8,36% a year) since 1972 when an ounce cost 35$ (now ca. 2500$).
Thank you so much for this, i really appreciate your videos. I would like to request for the 3 revolutionary cycles video and also a humble request, if you could link the video link you mentioned about please.
Once money and stock market growth is not reflected in average people's wealth any more, there is something wrong, and this is the case in the entire G7 world.
It is an easy calculation: The debt is also growing faster than GDP, and therefore, only the top investores and finance indutstry owning the stock market, benefit from this divergent development.
The cycle convergence video would be greatly appreciated!!
A global liquidity cycle video is an excellent idea.
Ray Dalio is a clear example, losing $70 billion, that KNOWING and having the informations, and he does and has written books on these subjects, but it is not enough to make the right moves, and predict..... he is great at looking at the history of money and cycles etc, Dent is a good one at that too, but that is always the past and each cycle is a bit different, and how big a cycle do you look at is important... I love Dalio's books but I never make the mistake of thinking this time HAS TO be the same, maybe it is the same in the outer contours but not in the details.
Where is the private video? I don't see a link
"I want to help you invest in this black hole and help you make money" best sales pitch ever
Agreed.. detailed focus on affects of the wave convergence! Please!
Definitely do vids with more detail about all the cycles 👍🏻
There's also the 17.6 year Balenthiran Cycle, that revolves around swings in fiscal, political and economic extremes by generation.
I would love to see more on the 3 revolutionary cycles please.
Yes make a video about the convergence cycle.
Baltic dry index...raw material shipping..tells you the future.. better than finished product shipping
Is there any specific raw material shipping index ?
Hi Mark, why is copper dropping so much and the s&p still rising? could you make a video?
How do you calculate that if you put in 45k, your advisor makes 145 of it and you get 45, advisor 100k, butfrom 10k tot 45k is decent.....i lost you there, but the whole video is very clarifying, thanks. Make all the videos you propose.
If you invest in the blackhole, are they single individual stocks that you buy,or are there index tracking ETF's that you buy into.
Mark, you showed graphs of the SPX and the Monetary Inflation Hedges versus global liquidity. In both cases, the graphs show that these assets are currently significantly overvalued compared to their normal relationships to the global liquidity, over the time period of the graphs. So, these assets might be expected to underperform global liquidity for some time, to revert back to their normal relationships to the global liquidity curve. Are any of the assets that have reasonably good returns currently undervalued with respect to their normal relationship to global liquidity? Those might get a boost going forward, from mean reversion.
Yes more cycle videos always fascinating
Looks like S&P and home prices are unusually above the global liquidity line right now.
Great video! Please, go deeper in this subject. Thanks 🙏
Thanks for watching! I host a live event on this each month if you're interested! If not we can email the replay go.1markmoss.com/community-yt
There are going to be a plethora of businesses created in order to take advantage of A I as Well as quantum computing. If you invest in numerous businesses to cover all bases or as many bases as possible, how does that differentiate From the plethora of businesses in a mutual fund? I don't think it does.
What is the ticker for you public company
That 40% long-term bond ratio is what's really hurting Ray Dahlio's All Weather portfolio...
So put our money where everyone else is? Good job. I liked the AI sprinkled in there
I kind of need o see your theory on the converging revolutionary waves!
What is your view on Palantir? Will they dominate the software side of AI?
Thank you.
I would never invest in Wallstreet, its gambling and if i want to gamble i could always go to Vegas i would get better odds and more likely to win
would love to see an up-to-date video on these cycle
Mark, what is the name of your newly launched publicly traded company?
Great vid. But why compare an ‘all weather’ portfolio to an AI/Btc portfolio with way more risk and reward?
I don’t think ppl expect to get rich with Ray’s portfolio, they don’t care about the hurdle rate. 🤔
They’re likely already rich and are fine to lose 10% attrition per year if that means they’re safer.
Yes, do a video on the chart!
This video is incredible, thank you for this.
You're very welcome!
Please do a video just on the wave cycles please! 🙏
Hey Mark when you calculate the rate of inflation aren't you double dipping by adding CPI (~3%) to the rate of growth of money supply i.e. debasement (~10%) since inflation in price of goods & services i.e CPI is a result of growth in the money supply? If you can clarify this in your next video would be greatly appreciated
Interesting - my concern is the strategy is based on historical returns of different assets - there is a good chance the future, and assets that perform well, will be very different to the past and not as you predict. In particular, while the government is fine with BTC as it is getting people to use digital currency, when it rolls out its CBDC, the risk is gov't will not allow BTC to compete fairly with it and will destroy it via regulation/taxes or outright banning.
Please make a video about the cycles! 😊
Make the video on the revolutionary cycles