Great video indeed,Josh. You guys discussed indicators and touched on recession talk. Since this video was done pre covid, it would be interesting to see how Toms’s thoughts have changed now, if at all?
Thanks Josh! You’re my favorite on the Halftime Report, I appreciate your contribution to this entity called “The Financial Market” Idealist investors/traders honor your thin filter and your insights that can morph into instructions. Respect ✊🏾
Man Josh! You guys ROCK! Tom has been derided so much when the markets start teetering, like in late ‘18, but then everyone jumps onto the bandwagon after. I do believe the FED repos are causing our current October/November Bull Run but I see 2020 as being a pivotal year for equities. Super excited for what the future holds!
Just saw your recent interview with Tom prior to this, two of the best episodes I have seen on the market this year. I really appreciate Tom sharing his thought processes as well as his long term outlook. Great interview Josh.
Hey josh. Love your channel. Not gonna lie, I don’t quite understand everything you’re talking about but I’m learning a lot thanks to you. Much appreciated
Although I am more of a "get your asset allocation right and stay the course" kinda guy, I really enjoyed this guest. He gives a lot of food for thought.
Same. I'm of the Warren Buffet camp--don't buy something unless you are comfortable holding it for 10+ years. If you are buying good companies who have large moats and that you understand, and are investing in them at a great price, then you should be golden.
Great interview as always! You guys just deliver quality, Josh! Whenever I see Tom Lee in interviews I end up raising my eye brow. 🤨 Great great insights from you both.
I never even considered how demographics play into the market like this. Seems so obvious and makes a lot of sense! I heard Cramer give the same sentiment about how 2021 would be a big bull year because and cited these demographics and the awakening of the retail investor and it's great to hear that the data that backs his point of view up.
Great, really great. Both of you are my favs who I always listen to, and I belong to Lee's Fundstrat FSInsight. In this interview you both kept the discussion at a level one can understand , most of it. It is greatly appreciated!! Tremendous help for me at 62 years old trying to get finances better organized at a critical time in my life. Fantastic!!
Thanks for this interview! Tom, you really provide some gold there! Simple indicators that are easy to follow and I appreciate to see a contrarian. Just one point wasn't discussed. What about the high SP500 level in terms of PE ratios and in terms of the "Buffet indicator" of market cap to GDP ratio. While the US might not fall into an outright recession, doesn't the US equity market seem overvalued taking these two indicators into consideration?
He is usually on cnbc. And apparently recently ha has become a CNBC contributor. He has said many times, I know it’s hard for anyone to believe, but S&P will hit 3400 within 4 months, it was around 2500 then, and of course it did hit that number, then a few times he repeated saying, we will hit 4200-4400 by the summer. It looks like he was right again and we might get there too.
Enjoy all your videos Josh, but especially like the discussions with researchers, strategists and fellow investors. Hearing different ideas and thought processes is educational. I like hearing ideas, especially when I don't necessarily agree. Food for thought and I'm a big fan of food. As an example, 'China might be Japan in 20 years'. Hmmm... BTW... The little chuckle at the 14:30 was very appropriate. Could there be more layers to that analysis...
Its 2022, and Tom Lee was spot on. I had listened to Ray Dalio who was way off. Tom, do you put much or any weight to debt cycles and the economic machine?
JB ... You have to do a follow-up with Tom Lee on this. His his take on China altered post COVID? Love his indicators. Can't believe I'm just finding this interview!
Today, i am using my credit card exclusively for all purchases compared to purchases when i was younger (in the 30-50 age range). This change was primarily due to the incentives that credit card companies are providing today. How will this change in spending habits for all credit card consumers skew the research used to predict peaks?
Tom Lee, people who want recessions are the ones who didn't get long since 2010. They have been in cash for so long, they NEED a recession. With all due respect to those recession-needy people, don't bet against americans.
