I started my 100k portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is up! and VUG is doing even better. This year, I've tried to add some more assets but unfortunately facing a decline.
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
I just googled her and I'm really impressed with her credentials; I reached out to her since l need all the assistance l can get. I just scheduled a caII.
I came across your channel through this video-case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.
You're correct. I think the smartest way to go is to spread out your investments. By putting your money into different asset classes like bonds, real estate, and stocks from other countries, you can lower the risk if one part of the market goes bad.
That sounds like a good plan. In the past two years, working closely with a financial market specialist, I've built a six-figure diversified stock portfolio. Now, I aim to diversify even more this year.
My CFA ’ANGELA LYNN SCHILLING’ , 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.
I remember when you could actually find useful information. Now every search is interpreted by the search engine as “I want to buy something“. Google will fall as yahoo fell.
Google has never been a search engine, Its an AI/Research Company that makes money from search. Sasha just talks nonsense all the time without going deep into why organisations make decisions.
As a dev, I've seen the wiring on the wall for over a year that AI was a hype wave that was bound to crash quick and hard due to how expensive it is to run an LLM that is remotely smart. Been actively avoiding any company which bases its main product around LLM because of that.
It's the day before the Fed decision and press conference. The stock market isn't crashing, it's hedging, like it does the day before every Fed meeting. It's quite clear the hedge algorithms tapered off right at 1pm Eastern Time, if you look at the SPY daily chart. Money in stocks and bonds is unlikely to go anywhere, since there's no clearly better place to put money right now. You are onto something, Sasha - the AI trade is overcrowded and overvalued. Good news for those of us who never bought into the hype!
i love that "AI" as an idea is a basket of futuristic sci-fi concepts in addition to magically solving latency/connectivity, power consumption, avoiding the decrease in the velocity of money with higher unemployment, and ignoring the hard part (last 20%) of the purcell principal.
@@SashaYanshin Got Perplexity twice to admit I have right. It looks it is trained by the EU bureaucrats, because everything is roses and sunshine. After presenting some hard statistics it has admitted "not being entirely right". Yea sure, opponents of Mike Tyson in prime, also "did not quite win". Useless for complex socioeconomic analysis, but useful for simpler search. Google is a goner, fast approaching being useless. I was asked twice, how do I rate them: Gave them 2 out of 5, for the good ol' times. Well, trained on a realistic dataset and rules it could be potent tool, but I would NOT rely on the results too much. Since it looks that the brains use quantum effects, the AI has a loooooooong way to go and it might well NEVER catch up with humans. I see it more as a support tool. To most commoners AI looks smart, not much of an achievement with the population that has ZERO reasoning skills and not much more knowledge. AI of today is just a glorified Expert System of yesteryear.... Fads come and go, but I would LOVE, that at least MS would leave "AI" alone and deliver something like Win Xp or Win7, instead of this abomination of Win 11. Have already taken steps that there will be NO AI from on my PC. Priorities, PRIORITIES.
I dont think its what all the hype is, but it's not something to ignore either. I am an automation engineer and I can tell you the AI vision systems are going to vastly change the manufacturing industry over the coming years. Having a server in the back room to control a single robot isn't a problem as 50k is nothing for a vision system anyway. That said I dont see "cloud ai" being used for anything other than training. I not only want my manufacturing process on site, but I can't risk losing the internet and taking an entire plant down. All I am saying is don't write AI off, it is here to stay just not in the way a lot of people think.
I was searching for apple care phone number on google search; the first sponsored ads that showed up were scammers. It almost got me. I called them. Indian voice. And they asked me for my cc number. Then I hung up. But dang I didn’t expect google to be sponsoring scammers.
The thing is, when my global technology index fund is up 255% since 2017, its very easy to ignore a 10/20/30% drop and wait for valuations to settle. To balance the books a little, I've spent three years loading up on high dividend paying funds so it's all good. As far as I'm concerned, i dont need the money for 50 years or so, so ill keep on keeping on.
Hi Sasha. I’ve seen AI bots replacing IT staff and HR staff. People being made redundant. Therefore they think it’s a saving, but it’s not. All they have done is move the cost from somewhere on the books to a reduction in productivity for people who actually make the companies money. All the people at the top see is the numbers in budgets not real work impact.
I've been holding cash since 2020 pandemic crash, just went 'all in' and bought about $250k worth of ETFs & individual stocks at discount, hoping to average down on ailing companies, in order to achieve my retirement goal of $1m, tho not sure of the economy right now.
the fin-mkt to me is like a lucrative chess game, incredibly difficult to outperform, it's all about understanding how the world moves, its history and psychology.. goodluck!
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.
this is huge, congrats! mind sharing info of the advisor guiding you please? I'm only 3 months in the market and my portfolio is tanking beyond control, I could really use a help right now
And this is why a global index or even the S&P 500 are better long term investments than just AI stocks (unless you do the proper research but thats too much work for me lol) Loving the content 👌
@@Nightzo that's my problem, basically 90% of my searches are tech related and a combination of google being good at that and google learning those are the results I want has made it so even with the enshitification google still is still much much better than alternatives.
@Nightzo DuckDuckGo or Brave. Some things I dont even search for anymore like solutions to tech related problems, ChatGPT will usually give you a solid answer in seconds.
And the internet was simply the public expansion of computer networking that had been occuring privately over decades, which had proven itself to drastically increase efficiency and productivity across almost every industry. AI is still in is eary stages and far away from doing that.
I've worked in IT/technology for 37 years and its been good for me and the tech sector a good plalce to invest over a that time. Technology isnt going away. Ai today something else tomorrow.
The problem is big tech have let go of a lot of talent because AI was meant to provide that extra productivity at a cheaper rate than humans. Where is big tech going to get growth from now if AI doesn't provide a decent ROI? Do they undertake a massive hiring effort again to get back staff? These companies are under pressure to cut costs to please the market. They've made a short term gain on AI hype and lower employee wages/costs but looks like they could have made a bad decision. Time well tell. I have no sympathy for them whatsoever. Compounding the AI problem is power is just getting more and more expensive and demand for power is increasing. Furthermore, sources of data have nearly been used up.
AI is genuinely getting more useful and it'll slowly improve over the next decade. This current fad is utterly ridiculous, CEOs think they'll replace all their employees next year. That BS will collapse sooner or later.
One grift today, another tomorrow.😂😂 Reason why AI or any other future "tech" from the West is never gonna succed is exactly this. Me, me, me, i need to make a lot of money. I am sure its gonna work for some time, untill China or some other Nation overtakes you in tech that is. Bulls*itting works only for that long.
Fully agree. They are rinsing the options right now. The time to worry is when JP logs into his "FOMC bank account" and clicks -0.25% followed by "are you sure" and he presses "not really"...
Still not talked about enough. If it were, people would stop making it their default search engine, and would drop chrome from their devices. We got a long way to go...
The Dot Com bubble happened as the technical hype was ahead of the revenue stream ie a timing issue. The world adopted theat tech and we use it today. AI is very similar - hype now but no revenue. Investors want revenue to offset the cost of the hype. Feels very similar now.
Never had any issue with Google searches. Rotation out of mag 7 to small caps is anticipated. It is not unusual for S&P to drop by 5 or 10% yearly...doesn't mean it's a mag 7 crash. Bit of profit taking and nervousness down to Fed meeting, nothing unusual. Whilst I agree AI monetization is not yet in full gear the world is moving towards more automation and network based systems, not fewer.
The AI argument is more complex than presented here. There's the question of where the training data came from - and we're seeing corrections there. Those corrections are having more impact that then the power of the inference engines at the moment. I can see why this is all very important, but equally I get the overvaluation argument. In summary 'Tech Bros' right - it is going to make a huge difference, 'Sasha' right -- its overvalued.
Hey Sasha to avoid the waving effect (banding) in your videos adjust framerate / FPS to the region 25 fps for Europe and 30 frame pers second for the USA etc. it has to do with electricity frequency 50Hz in Europe and 60Hz in USA. This can be easily changed on all modern phones or camera settings.
@@SashaYanshinvideographer here: if changing to 60Hz in the camera settings because you are in the U.S. doesn’t work, it may be because there are cheap LED lights installed where you are filming. You can try to tweak the shutter speed in your camera until they stop (i.e. 1/53, 54, 60 etc) or failing that, make sure you have the licenced version of Da Vinci Resolve (a one-off purchase) and use a simple anti-flicker effect in there in post.
When is it going to dawn on everyone that interest rates are where they are supposed to be. They have been lower than any other time in history. The problem is nobody knows how to deal with the problem, lower them and inflation will spike again. Let them stay where they or go up and the economy grinds to a halt.
Google is going down... let AI bubble pop. Ultimately the problem is users running out of money to pay for Google services and just OK-ish cloud that losing to Azure.
Azure all the way. I too preferred AWS back in the day. But there’s just nothing that can compete against Microsoft cloud ecosystem. The truth of the matter is that people dislike Azure mainly because it’s a bit of a mess at times. But why? Why is it a mess? It’s a mess, because it’s growing, expanding and iterating at an insane pace.
@@Haapavuo Azure's market share doubled from 12% to 24% over the past 5 years. AWS has remained flat at around 30%. Unfortunately, AWS doesn't stand a chance. They simply won't be able compete with MS's offerings over the long run... Office 365, Azure, Teams, Windows, WSL... all of their apps and services have APIs and are integrated into their cloud ecosystem now. Also MS is a well respected company and employer. Amazon/AWS has a notoriously bad reputation among engineers. AWS is mostly a cash grab for Amazon. When was the last time you heard someone being excited about Amazon or AWS?
No doubt that AI stocks are the future of the markets but 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 AI stocks to buy now or put on a watchlist?
Find Ai stocks with market-beating yields and shares that at least keep pace with the market for a long term. For a successful long-term strategy I recommend you seek the guidance a broker or financial advisor.
Seeking guidance through a financial advisor is the most import step. I've been in constant touch with a Financial Analyst for approximately 8 months. You know, these days it's really easy to buy into trending stocks, but the task is determining when to sell or keep. That's where my manager comes in, to help me with entry and exit points in the industries I'm engaged in. Can’t say I regret it, I’m 40% up in profits just in 5months with my initial capital of $160k
@@RichieAnnabel Well,I dont know if you are confortable trying finacial advisors recommended on comment sections but anyway, Svetlana Sarkisian Chowdhury is the licensed advisor I use and im just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment
As i stumbled into this conversation?,I curiously copied and pasted her name on the web, her consulting page came up at once, she seems highly professional and well matched for the job.. thanks for putting this out im in dire need of one too
If they are going to lay the groundwork for a rate cut, Powell will probably wait until Jackson Hole, August 22-24. I don't think Powell will change his tune tomorrow. As far as an AI hype wave, hahaha. It took decades to adopt the automobile in the West, and it took longer everywhere else. AI will take more time than some investors will be alive to be realized.
Very informative video. The most real world application of AI will be Tesla's FSD. It may not happen for another 12, 18 or 24 months, but when it does it will be game changing. They now have the compute and the data pile continues to grow. It is literally just a matter of time. I don't think I've ever clicked on a google ad. Then again, I stopped using google for search quite a while ago. I damn well need to keep it that way.
After playing with some AI models I realised a while ago they're somewhat limited in their usefulness. It's why I've avoided them for the most part, other than AMD/INTC as tech manufacturers, both of which I expect to gain in the next few months.
Always appreciate anyone making educational video's to help traders, so thank you, just wanted to comment on not just your video but a number of RU-vidrs talking about crashes, makes me wonder if they really know what a crash is? If a market drops 1 - 5 % which is what the Dow has done that is not a crash rather just a pull back or a minor correction, The S& P 500 is off by around 6 % still nowhere near a crash, perhaps the Nasdaq 100 which is off by more than 15 % since mid July which certainly is a major correction still yet not a crash. Now if we're talking the Japanese 225 different story it was down around 5 % on Friday and off by around 13% today that is a crash falling 18 % over 2 days. Will be interesting to see how US markets behave on Monday if they are off by over 5 % I may change my opinion, but a crash would need to have markets off my more than 20 % most are no where near this level.
Please expand on repurcussions of this massibe mega bubble potentially bursting? Hurt VCs, any banks balls deep that could create credit crunch that causes macro issue? Could rate cutting save the day? If it gets crazy is MMT handcuffed in corner due to inflationary pressures on staples? Would love a macro take of scenarios!? Sasha, you are the only youtuber I put any stock in... Would love your thoughts...
It's probably 10-20 years away if not more because we aren't really on the right path towards it... These parrot/image basher "ai"s will help in some things (cancer recognition, weather forecast) but for the most part they are a gimmick...
I don’t think AI will fail because its potential has been proven already. Once the big techs with unlimited resources and talents figure it out and push the boundaries even more, it will completely change the world. The only problem right now is the shortsighted investors who think AI will make them rich overnight, they come in to the market, disturb the price, and then leave.
I'm not sure about this analysis. Companies valuations have gone through the roof since COVID (could've been due to AI though, admittedly). This was obviously not sustainable and so any random little thing could've caused valuations to come back down to reality. I'll probably keep holding off on investing again until the S&P 500 drops to about 5000. And possibly until after the US election - which could obviously trigger all sorts of... things. (Berkshire also built up a huge cash reserve probably for this reason. Their official statement on this was that they currently don't find enough appealing investment opportunities at the moment.)
People need to understand. Every world changing technology sees a hype bubble with euphoria allocating capital poorly, then a crash, then a recovery of the efficient and productive companies utilizing that tech. This is actually important for the future of AI. It needs to crash first, it will, and it will be ugly. That doesnt mean it isnt the best future tech, but it also doesnt mean you should just buy the dip or even keep your stocks. The next couple of years likely will see 80% wiped out.
@@kippsguitar6539 ha easy to be confident that it will happen. It’s the when that is the hard part. I quit shorting long ago. Very difficult game. Gotta be super nimble.
@@Legend-ug5tw It has to happen because the euphoric phase at the end of expansions sees capital thrown at a wide variety of companies, often with merely a vague reference to the technology itself, and unclear potential or profits. Essentially the market prices in that all existing companies in that area will achieve future profits, and even more so, assume that future profits with high end products will multiply into the average consumer. This just doesnt happen, because the pricing for all companies beibg profitable is essentially impossible, like mcdonalds and 50 other fast food restaurants each predicting a 10% market share and secondly, once the tech is widely adopted, margins compress as prices go down, way down. Furthermore, the monetization of AI will occur, but is somewhat hazy, just like for google etc, which only really figured it out in the mid 2000s with advertising.... Anyway, all these things are the exact same factors that caused literally every world changing tech to euphorically rise, and then crash once these impossible and contradictory factors were borne out. Eventually, often a black swan helps kick it off, and then capital gains disappears and investors go...uh oh, this business doesnt do anything, and it all falls. Then the good ones survive, the bad ones die, and emerging ones fill the niches remaining, kind of like the process of an overgrown forest getting gutted of its old growth and weeds by a fire, allowing for a healtht regeneration.
At this point I really want to start re-distributing my portfolio. It's hard to predict how things will go here. The market has great potential for growth or for crash, and I want to benefit from both. I'm thinking of sharing my portfolio of about 200k over different asset classes. Any recommendations?
this is going to take time - the power of AI is not going to be evident in such a short time..but if these big companies do not invest in the future of AI - they will suffer and be left behind in the future
Sasha!!! long-time sub!, would love to know what your thoughts are on 3XETFs I recently came across them. I have a large position (for me) in 'normal tesla stock. However, thinking of swapping over some to a 3XETF Tesla, I know there are some disadvantages on these, would love to know what you think of them? Espically for indexs like S&P 500 being the SPXL. 🙌
As much as I think there is an insanely overvalued AI bubble I think AI is the future. The technology isn’t there yet and it won’t be anytime soon. Google investing in AI data centers right now is dumb. The hardware that’s going to get us there is still 3-5 years or more away. Companies that are not investing now, but are saving money to invest after the bubble bursts and hype is down will win. Hardware will be cheaper at that point. Any money being spent now on AI research isn’t going to produce good enough results for a few years so when the hype disappears companies that have sat on the sidelines will take advantage. Cheaper hardware and they will get the advantage of all of the investment in research that’s happening today.
The bit he seems to be missing is what’s coming down the pipe is going to require greater back end capacity so having infrastructure in place makes sense.
I've been waiting for this AI bust triggered crash. I called it as soon as the ChatGPT frenzy started back in late 2022. How did I know? I've worked on and off with AI since the early 2010's and I've been coding since the early 2000's. It's crap, always will be. Sure, ChatGPT can be useful if you know how to use it rather and it using you, but it's not good enough. It will be fun watching this disaster unfold. So many "companies" built around AI and fake promises. So much leveraged money going full-speed against a wall. Hilarious, really.
How ironic will it be if more people become unemployed not because AI is taking their jobs, but because AI can't do their jobs properly while companies are over-investing in it.
Generative AI looked dazzling at first, but besides a few current applications, the rest just seems to have turned out to be an expensive and wasteful duplication of everything on the Internet strung together with predictive text.
@@larrygerry985 I’ll let you know why and where im coming from. 1. This was a bug not an inherent flaw with crowdstrikes system, its still rock solid security wise. 2. Just how widespread this issue was shows just how big of a monopoly crowdstrike has, do you stop using instagram when its down for a few days? Of course not. 3. Does the unfortunate blunder warrant 40% to be slashed off of the stock price on the one month? Absolutely not. 4. I'm expecting crowdstrike to be fined a little, give some compensation (mainly to the airlines) and it'll be blown over. For god sake johnson & johnson found that their baby powders could give you cancer and people are still using their products in droves, this will blow over it just takes time. In no way am I calling the bottom or saying the stock wont or cant go lower, I just feel the current price crash has been a knee jerk overreaction. We’ll see how it goes😂
As for the AI bubble bursting: it already has bursted, but I think it won't be more than this. It is just too uninteresting for customers to cause anything but a shrug, except for a few gullible companies getting into crisis for believing in the hype.
I'm not surprised to learn Google are deliberately making their products worse. I am surprised to learn it was because it keeps you coming back for more and clicking their ads, I thought it was because of a competency crisis!
All those data centers may end up being somewhat of a liability, if the profit can't be found to support the investment, since they will all need to be operated, maintained, upgraded, and eventually ALL replaced. Imagine if we were all still trying to use computers from 30 years ago. At the current pace of progress in AI research and chips development, I can't see a reason why all that new compute infrastructure built now would have more than a 10 year lifespan. So, yes, ALL data centers will become obsolete and will need to be replaced or outright abandoned like American ghost malls. This current gold rush / FOMO push may end up being judged in hindsight as a giant boondoggle.
dear please consider that AI is not going to benefit the economy in the classical way. because is going to cause layoff, but still will be necessary in every aspect of life. Congrat magnificent analysis!
I think only about the people that were and will be fired because of AI .. I hope companys will take a deep look at what AI produce BEFORE make "fire" decisions...
Try 1/50 or 1/60 for shutter speed (whatever you did not have for this recording). It should remove the flicker. Ss does not need to be exactly double the frame rate, contrary to popular belief ;)
Great video, I have a quick question. I am an aspiring trader, I am looking study some traders and earn off their expertise rather than investing myself and lose money emotionally. Whats your take on copy trading? Do people really make money? Just looking for some reassurance
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
This bubble may burst but the overall technology will develop iterations. Look at mobile phones and the internet from 2000 compared to now. Would you have invested back then if you saw what the world operates like today?
As an average person who doesn’t invest, should I prepare financially for that market crash? Will it have an impact on the economy as well as our daily life for the next 2 years ?
I feel like bubbles are sometimes a necessary evil for true emerging technology to succeed. Like would the internet have succeeded as it did without the dotcom bubble, or how much shittier would EV progress /infrastructure be now without the bubble a couple years back. Alot of investment is wasted but it could well have driven money and competition to where it was needed.
