📈 Qualtrim.com Free Trial: www.patreon.com/josephcarlson 🎥 More free content: www.youtube.com/@JosephCarlsonAfterHours 🐦 I post random thoughts on Twitter too: twitter.com/joecarlsonshow I think the whole video is worth watching, but if you'd prefer to skip to a specific segment here are the timestamps: 00:00 Preview 00:43 Portfolio Highlights 04:50 Buffett on Selling Banks 09:29 Buffett on The Economy 12:56 Buffett on Crypto 15:58 Buffett on Selling TSM 18:06 Buffett on Keeping Apple 20:42 Buffett on Buying Paramount 23:40 The Problem With Amazon 27:40 Jassy on Amazon AI 30:15 Jassy on Amazon Advertising 32:48 Jassy on Amazon Prime Video
baught jpm last friday 50% of my portfolio (my idea/thaught is it has fallen + cause of all the bad press hurting small banks; people withdraw to move there money to big banks giving them better long term future earnings), im up 9%in 5 days but buffet makes me question my choise, humm..
Completely agree with the Google poll, RU-vid provides me more than $25k in value each year, let alone a lifetime. I would take $10k to never buy Apple products of ANY sort, including media. Now run that Apple poll!
Several of the biggest market experts have been voicing their opinions on exactly how awful they think the next downturn would be, and how far equities may have to go, as recession draws closer and inflation continues.. well above the Fed's 2% objective. I'm trying to build a portfolio of at least $850k by the time I'm 60. I need suggestions on what investments to make..
I reckon you get in touch with an investment adviser, someone who’s been active before the 08' crash and other similar crashes, that gotta be your best bet in order to profit off this recession.
I agree with you, I was on the sideline for awhile observing, trying to figure out the best time to get in, that was before I came by a coach, commended by a pundit on Reddit, reluctant at first but I went ahead and got in touch with the coach, long story short, it's been 2years and counting and I've made over $415k simply by following her guidance. I took a vacation to Bahamas last summer just to reward myself a little for the consistency lol.
I've shuffled through a few advisors but “Susan Bauer Normansell” remains the most resourceful thus far. Her strategy proves profitable, and sustainable both in a bull & bear market. Most likely, her deets can be found on the net, so you can confirm yourself..
These are fantastic takes, I feel exceptionally lucky I started investing in my early 40s and consistently compounded my income via assets to create more cash flow. I grew to a 7 figure well-diversified portfolio having exposure to different prolific investments mainly savings account, stocks, bonds and high yield dividend funds. Forever grateful to my adviser Trisha Jean Webb . Passive income is mandatory for building long term wealth.
The most important lesson I learned in the stock market is that no one knows what will happen next, so practice some humility and stick to a long-term approach.
🚨🚨🚨 SCAM WARNING 🚨🚨🚨 Several RU-vid channels have been plagued with automated computer programs (Bots) pretending to be real people promoting different 'advisors' (scammers) and tricking people into contacting them. This post appears to be one of those scam attempts.
Awesome content!!! Regardless of the markets ups and down its still a win win working with my broker Trisha Jean Webb , people buy stocks with no regard for Macro concerns like inflation and interest rates. That's a rookie mistake, I started my portfolio with precisely 84k grand in stocks and currently over a million in my portfolio , never had major loses all of that covered by her insurance policies .I still believe that the secret to financial stability is having the right strategy to enable you earn more money.
🚨🚨🚨 SCAM WARNING 🚨🚨🚨 Several RU-vid channels have been plagued with automated computer programs (Bots) pretending to be real people promoting different 'advisors' (scammers) and tricking people into contacting them. This post appears to be one of those scam attempts.
I already own shares of Tattooed Chefs and Kairos Minerals, and I'll buy some Corsair as well. Sure, I don't mind having these equities sit around for a few years, but I'd also like to appreciate short-term profitable investments that could, say, turn $100K into $250K.
@Stanley Edwin Same thought when I read the comments from people. as if it's that easy! You can't give what you don't have. That's why as many as who go into the market with little to no knowledge will continue to feel the full downsides of stocks when it happens. I personally need some guide with regards to my 401k. How can I reach Kaitlin Rose?
@Stanley Edwin oh! i never take this advises online seriously, but i checked Kaitlin up out of curiosity and i must say i am impressed by her Credentials. i emailed her already, waiting on her response.
🚨🚨🚨 SCAM WARNING 🚨🚨🚨 Several RU-vid channels have been plagued with automated computer programs (Bots) pretending to be real people promoting different 'advisors' (scammers) and tricking people into contacting them. This post appears to be one of those scam attempts.
I have been buying some stocks since the beginning of the year, but nothing substantial. Why am I treating this poorly? However, people in the same profession are earning six figures on articles, which inspires me to aim toward becoming the first person in my polygamous family to hit the million dollar mark. I am perfectly aware that working harder to gain more money is expensive.
Nothing you're doing is wrong; you simply lack the knowledge to profit in a bear market. The only people who may earn greatly during dangerous times like these are professionals with vast knowledge who must have observed the 2008 crisis.
My consultant is *"JAMES GIFF GIFFORD"* .I found him on a CNBC interview where he was featured and reached out to him afterwards. he has since provided entry and exit points on the securities I focus on. You can look him up online if you care supervision. I basically follow his trade pattern and haven’t regretted doing so.
🚨🚨🚨 SCAM WARNING 🚨🚨🚨 Several RU-vid channels have been plagued with automated computer programs (Bots) pretending to be real people promoting different 'advisors' (scammers) and tricking people into contacting them. This post appears to be one of those scam attempts.
Diversifying your investments might be the best way to go about it and not put all your eggs in one basket, trading and picking the best stocks might seem daunting for beginners because of a lot of factors and experienced analysis now required for making a profitable trade. so i reached out to an FA Susan Kay Mack who guides me through and manages my investment. i made my first million to my portfolio last year. I'm quite focused on investing now and trading with my head high..
Amazing profits you made there, most people just log on to youtube to get info on the stocks to pick, without basic understanding on portfolio selection and risk tolerance.
🚨🚨🚨 SCAM WARNING 🚨🚨🚨 Several RU-vid channels have been plagued with automated computer programs (Bots) pretending to be real people promoting different 'advisors' (scammers) and tricking people into contacting them. This post appears to be one of those scam attempts.
The geopolitical issues existed when he invested in TSM, I feel there’s something else behind this deal. He’s nonetheless one of the greatest investors, a man to be respected.
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
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
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?
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.
Because theres so much innovation in Tech. A competitor could invent something and take the whole Market Besides, buffett is content with what he has in the food, insurance markets
I respectfully disagree regarding Apple. If I received $10k to never buy Apple products again, I’d take it. I don’t have an iPad, Apple Watch, MacBook. I have an iPhone but don’t see the reason to pay 5x to 10x for a phone where other competitors out there are available. Streaming with Apple TV is a pain. You need to buy their box. Why? More junk to clutter up my cabinet? What if I need 3 TVs connected? Pain. Whenever Buffett speaks I get more confused. He’s too high level and I think he knows more than what he says. Insider trading perhaps? We cannot prove it but seems strange.
Bitcoin is far from perfect, but there is valid use cases. You can transfer no cap sums for a few dollars, instead of your bank shaving multiple percentage points of the top. You can also store the money safely in your head, which means you can travel anywhere in the world without being at risk of losing anything. No customs, bank or state can stop you from remembering 12 words, which is all you need.
I would totally accept a $10k payment to never use Apple products again. I used iPhone and macbook for 5 years at work and found the iPhone to be nothing special. Android is the better software and good Android phones are available for less than half price. The (lack of) interoperability between iPhone apps is horrible. Synchronizing contacts to iCloud (so I can use them on the macbook) never worked and nobody could make it work. The macBook was actually good, very good performance, large SSD, however the Thunderbolt connectors were a bit flaky - but ultimately I am not a notebook lover.
Hi Joseph, love your channel and have been watching you for years. Regarding bitcoin, I respectfully disagree. Bitcoin is a network outside of the current monetary system. It's money, not an investment. The framing of it as an investment and requiring cash flow is an incorrect one. The 'investment' opportunity is the gain of purchasing power as people switch from one monetary network to another over time. As for other "crypto" tokens, most are vaporware and offer no real solution to anything, so I'd agree with you there.
@@bill_the_butcher Good question. Fiat money is by decree. More monetary units can be created with the stroke of a pen/keyboard, and your purchasing power eroded over time without your consent. The Bitcoin network's monetary policy is known, and there will always be a set number of units (21M). The value you earn by your own production (job, products, services, etc.) will be preserved over time in the Bitcoin network. Every monetary unit is additive. We're at the beginning of the adoption curve with Bitcoin so priced in dollars (or any other fiat currency), it looks volatile, but it's an incredibly stable system and is more secure than storing value in a bank (if you hold your own keys).
I can probably answer that question for you. From a qualitative standpoint: 1. NVDA operates in an inherently risky industry (High capex and R&D costs) 2. it does not have service based recurring revenue 3. it faces stiff competition from AMD, Intel, and others. 4. it is subject to macroeconomic risks (falling out of favor with consumers, crypto crashes, and recessions). From a Quantitative standpoint: 1. NVDA is trading at a very high valuation (low FCF yield) 2. Management is not diligent or conservative with spending and dilution (FCF grows at about 15-20% over the last decade, but stock based compensation has grown at an astounding 30-40% over the same time frame.)
I started investing in the stock market because of dividends. What matters, in my opinion, is that if you invest and earn more money in addition to dividends, you will be able to live off of dividends without selling. It implies that you can pass that on to your children, giving them a head start in life. I've invested over $600k in dividend stocks over the years; I continue to buy more today and will continue to do so until the price lowers even further.
It's always inspiring to hear from a veteran investor who has weathered the storm and come out on top. When your portfolio turns from green to red, it might be unsettling, but if you have invested in great companies, you should just keep adding to them and stick with your plan.
I wholeheartedly concur, which is why I appreciate giving an investment coach the power of decision-making. Given their specialized expertise and education, as well as the fact that each and every one of their skills is centered on harnessing risk for its asymmetrical potential and controlling it as a buffer against certain unfavorable developments, it is practically impossible for them to underperform. I have made over 1.5 million dollars working with an investment coach for more than two years.
@@joesphcu8975 Would you mind telling me how to contact this specific coach using their service? You seem to have the solution, as opposed to the rest of us.
There are many financial coaches who excel in their profession, but for the time being, I employ Helene Claire Johnson because I adore her methods. You can make research and find out more.
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.
IMO, as someone who had follow this channel since near the beginning & been in the markets for over 10yrs , the critic from strongman's video is unjust. Joseph never claim to have any special insights, he share what he research and his thoughts. And his portfolio is fully transparent . I enjoy Joseph content, as full time engineer I don't have time to always follow the market, he bring out information , either its entertainment value or every now and then there is good insight and gems. Mostly importantly he keeps ppl invested in the long term. Long story short, not the biggest fan of Strongman on some of his content, and feel like a bottom feeder or just a pure troll sometime. Sure some of his vid he call out other YT ppl for the right reason.
I feel a bit bad for him. I looked over his videos and it seems like he spends a lot of his days looking for ways to criticize, name call, and try to embarrass others. I can't imagine spending every day looking for "gotcha" moments of other channels and how you can attack others. I'd rather try to make content that's uplifting, motivating, and encouraging to others, and be far more forgiving about their shortcomings. He's of course free to do what he wants, but I am too. I'm going to focus on what I do is make content that I think is high quality, entertaining, motivating, and informative. I don't spend a lot of time entertaining bad-faith, forced-drama critics. I've tried to be respectful of others from the start of this channel and I'm not going to change that now. To make some things clear: - I'm not an expert, I have said so a million times. I have never claimed to be an expert or portrayed myself that way. I started my channel with a strict focus on transparency and honesty which I thought was missing from the financial field. - I'm not against index investing. I own an index (dow jones dividend 100 index) in my portfolio with SCHD. I think index's are great. But I also think it's fine to allocate capital how you want with individual stocks so you can control weightings. - I'm sad that some people feel the need to constantly hate on everything I do, but that's how RU-vid goes. It's part of the industry and how things work. The channel has grown to a very large size and that makes you a target for the TMZ crowd on RU-vid.
Funny how your survey says so many people refuse the moeny and rather take the product... I am pretty sure the same people will stop using the product the moment it costs some monthly fee. Even if it is small. Lol people are weird
I proudly say I would take the 10k, I never used any apple products what so ever. I did however own the stock at one point, but their products are way over priced, also they do not last that long and most apps that are free on other platforms you need to pay for so no thanks.
2:40 I wouldn't call VICI dividend payment massive. Div yield is 4.74% and amounts to $1.57 per share annually. It has very high payout ratio of 165% which may be concerning. Stable share price growth however is something to appreciate.
A bank just failed a couple weeks ago, major panic from the billionaires about financial contagion until the fed decided to make all deposits whole no matter the amount, de-dollarization, and the end of the petrodollar is underway; but there is no reason to be in crypto? Ok.
You seem to think so highly of Warren Buffett as I do. I am wondering why you don't invest in Berkshire Hathaway. Is it because it doesn't pay dividend? Thanks
I also want to add to the advantage of amazon in advertising business: Whenever you have a delivery in a box, you might get a box wrapped with advertisement. I had a box styled as the one of the new movies that's coming up. It does 2 jobs, advertises the new movie and also their video streaming platform.
Great content, but I'm wondering what methods you are using to offset taxes owed on dividends coming from VICI and Texas Roadhouse? Looks like you don't own it in an IRA. Thoughts?
Interestingly, didn't Buffett say several times something like he doesn't pay attention to Macroeconomics? I feel like he took that into consideration the macroeconomics of the business of TSM. Am I missing something?
@@JosephCarlsonShow Hi Joseph, below is a couple of paragraphs from Alex Gladstein's article "Check Your Financial Privilege" published on bitcoin magazine (the article include comments on Warren Buffet, Charlie Munger and Bill Gates opinions on Bitcoin): "13% of our planet’s population is born into the dollar, euro, Japanese yen, British pound, Australian dollar, Canadian dollar or Swiss Franc. The other 87% are born into autocracy or considerably less trustworthy currencies. 4.3 billion people live under authoritarianism, and 1.2 billion people live under double- or triple-digit inflation. Critics in the dollar bubble miss the bigger global picture: that anyone with access to the internet can now participate in Bitcoin, a new money system with equal rules for all participants, running on a network that does not censor or discriminate, used by individuals who do not need to show a passport or an ID and held by citizens in a way that is hard to confiscate and impossible to debase." Many times in history, in many countries, people had their entire life savings wiped out overnight. Just to give you an example, this year in January, the Lebanese government debased the Lebanese Pound by 90% !!!!! If you talk to someone in Lebanon, Nigeria, Sudan, Venezuela or Argentina, people will tell you Bitcoin is a life saver (remember that in many of these countries you can't save in gold or USD even if you could the government can confiscate that too). As a side note I want to add that Bitcoin is completely different from every other Crypto currency. And finally I have to say that I appreciate very much the work you do and I watch every single video you put out in both channels. I guess that's why I'm pushing back, I just can't get my head around that you being such an intelligent guy with the heart in the right place, still don't have a more informed opinion on Bitcoin. If you're interested I suggest you read one or two more articles from Alex Gladstein on Bitcoin Magazine or anything from DerGigi .
@@lularocha BTC has been around for 14 years now. Almost half as old as the public internet already (30 years). Its not a matter of time, there has been enough time. There needs to be a new kind of breaktrough / usage or there is no value to be found there. btw, many of those born under autocracy will not be allowed to use bitcoin or any other crypto (China). Also, why is it always a bad thing for the government and banks to have access to peoples money? That is how we keep the system afloat, with taxes on transactions between known entities.
@@sdtok527 Bitcoin IS the breakthrough. With many use cases, it is just that people are not aware of them. As I said before there are huge social and financial benefits like having money governments cannot confiscate. I think that is a good enough reason. As an example here in Brazil In 1990, the Brazilian government confiscated every single deposit and savings account. Can you imagine that? Your life savings gone overnight? Argentina has done the same more than once! And recently, this year, the Central Bank of Nigeria determined that "Nigerians will only be allowed to withdraw 44 dollars per week per individual and $11,000 for businesses, a policy that is most likely to affect millions of Nigerians especially businessmen and high cash intensive activities". I could go on and talk about breakthroughs in remittances, payment rails (Bitcoin/Lightning network) or benefits in the energy sector (again lots of people are not aware of those either), but I think it is really best when people do their own research. There are many videos and podcasts here on RU-vid and there are also many good books. Oh by the way if you're a long term investor you might like to know that "Bitcoin Becomes Best Performing Asset Of The Decade, Returning Ten Times More Than Nasdaq 100", 10X !? not bad. You can read this article at Yahoo Finance.
I have to agree with @lularocha here, you always do in depth research for most of the topics covered on this channel. However, this topic clearly wasn't researched in depth on your end, let alone W. Buffet. I'm a long term subscriber and also your Patreon and I love your content btw, but have to disagree here. I'll let Vitalik (if you don't know who that is then you really need to do some research) explain why blockchains are useful by directly quoting his points from his January 23rd 2015 Ethereum blog post: "Now why are blockchains useful? To summarize: - You can store data on them and that data is guaranteed to have a very high degree of availability - You can run applications on them and be guaranteed an extremely high uptime - You can run applications on them, and be guaranteed an extremely high uptime, going very far into the future - You can run applications on them and convince your users that the application's logic is honest and is doing what you are advertising that it does - You can run applications on them and convince your users that your application will remain working even if you lose interest in maintaining it, you are bribed or threatened to manipulate the application state in some way, or you acquire a profite motive to manipulate the application state in some way - You can run applications on them, and give yourself the backdoor key if it is absolutely neccessary, BUT put "constitutional limitations" on your use of the key - for example, requiring a software update to pass through a public one month waiting period before it can be introduced, or at the very least immediately notifying users of application updates - You can run applications on them, and give a backdoor key to a particular governance algorithm (e.g. voting futarchy, some complicated multicameral parliment architecture), and convince your users that the particular governance algorithm in question is actually in control of the application - You can run applications on them and those applications can talk to each other with 100% reliability - even if the underlying platform has only 99.999% reliability - Multiple users or companies can run applications on them and those applications can interact with each other at extremely high speed without requiring any network messages while at the same time ensuring that each company has total control over its own application - You can build applications that very easily and efficiently take advantage of the data produced by other applications (combining payments and reputation systems is perhaps the largest gain here) All of those things are valuable indirectly to billions of people around the world, potentially particularly in regions of the world where highly developed economic, financial, and social infrastructure currenlty does not work at all (though technology will often need to be combined with political reforms to solve many of the problems) and blockchain are good at providing these properties. ... There do exist other achitectures that can also provide these properties but they are slightly to moderately less good than blockchains are." And this is not even mentioning zero knowledge proofs and other advanced technologies in the space. Please do your due diligence and don't just blindly agree with people that don't have sufficient knowledge in this area. Sure 99% of crypto projects are scams (not much different from traditional companies selling useless services and low quality products), but the other 1% is truly exciting and innovative technology that has great potential in the future.
@@harry3balls No, he's making a valid point by saying that if you have 8 million dollars and gain a 10% return you can happily live without working, but if you only have 8000 dollars you won't get anywhere with a 10% return. As it's widely known, when you seek higher returns you tend to aim for riskier assets, so, if you want to achieve a decent performance with less money, you can't afford to have the same risk aversion as a wealthy individual.
Joseph , What would you say was your premiere growing faster than the rest stock. Texas Roadhouse has had quite a run but is it over. How about Appl. Could you share some light on your best picks going forward. Thanks
Buffett magically bought Activision few months before Microsoft’s offer. Now, it seems he knows something about Paramount that ‘normal’ don’t. Amazing…
You’ve changed your tune on Powell and the Fed. In previous videos you’ve strongly sided with talking heads like Jeremy Siegel who consistently criticize the Fed’s efforts on inflation. What changed your mind?
I severely disagree with buffet's investment in apple because that money could have higher upside elsewhere with the same low risk. Apple is going to experience a multiple collapse at some point because at the end of the day fundamentals don't fucking lie. When a company stops growing it's bottom line net income and doesn't continue giving earnings to beat the S&P return rate over the last 100 years of 10.5% without very risk free growth, it will experience a multiple collapse. I've seen this time and time again with growth stocks that stagnated, with older companies as i look at their quarterly charts. Apple is a terrible investment because they can't increase their bottom line greater than inflation because it has almost completely peaked. The curse of a 2.54T Market cap is that even a 5B in net income increase barely affects the stock price. Ignore what he's doing, invest in Tesla. They will have over 200B of net income by decades end and still have a growth multiple justifying a massive market cap which equals stock price.
33:35 AMZN seems bent on losing money on half a trillion in revenue going “strong”. The answer about being a “destination” for all things streaming and music should give pause to any business person thinking of investing in AMZN vs the SPY/VOO index
@@enemy1134 "AMZN seems bent on losing money on half a trillion in revenue going “strong”. The answer about being a “destination” for all things streaming and music should give pause to any business person thinking of investing in AMZN vs the SPY/VOO index" - that is the point that still stands and that point incorporates the fact that AMZN is a position in the index (SPY/VOO).
@@angelcovarrubias3418 but what are you making an argument for? to buy an ETF because AMZN is getting in to streaming? the half a trillion is not all from streaming... I'm not sure what you're getting at. like what's the argument FOR an ETF opposed to individual stocks? having streaming?
Good content. But about tsm i cant eremeber who said but the bussines model is not that good free cash flow generetar because of the money the must invest in R&D... I might be wrong
I've never used an apple product and never intend to. Nothing against them, I just have zero interest. I would take that $10K for sure and buy some more vti and schd lolz
You don't see cryptos being used in any way because you live in the privilege side of the world, unfortunately is really difficult for you to actually see it because the US actually don't need such type of technology (which could actually make the US fall behind the rest in terms of innovation). The only way you could really experience it is that you look outside of your country and learn how the world outside of the US works. I'm with Warren and I don't invest in cryptocurrencies because I don't like how risky is, but I have been using the technology for more than 5 years and there is no way I'm going back to a non-blockchain world for my business expenses
Only mistake I did in my life was switched from Apple to Samsung. No integrity from the compmay. Customer service will cost you so much time and money.
I entirely disagree with the Apple take. It's one of privilege. It depends your general wealth. Buffett is rich beyond belief, so of course not. You make a lot of money, have a thriving business and a house - so of course not. For any average middle class citizen or below, I'm sure the majority would take the deal in a heartbeat. You know, the Android alternative do exist. Even for the biggest Apple fanboy or one deep into the ecosystem, it's more than a liveable choice, despite the inconveniences of switching.
Hey... CRYPTO ≠ blockchain. EVERY modern bank is using blockchain for settlement. Every modern business is using oracles of some kind for data inputs. You are just wrong on this one. You might want to put some research energy into this before you say more. If Buffett and Munger are invested in any modern business that relies on data... they are invested in blockchains. Like Bank of America.
You are biased in terms of Amazon. Yes, their adds are very targeted. But as an advertiser, selling is only one aspect, brand building, awareness, engagement etc are a much larger part of any advertising/marketing budget. So Google and Meta are way more important for most companies vs Amazon in terms of marketing/advertising budget.
And yet just a few days ago you were telling everyone banking was fine, bears were getting carried away… the signs are there if you actually know what to look for.
You wouldn't take $10k to not use Apple products? That's nuts. RU-vid makes sense, but Apple can be replaced. Not to mention the amount of money you spend on their products.
