Modern Value Investing with Sven Carlin19 Huhti 2021

THE FED will prevent MARKET CRASHES & RECESSIONS, until it CRASHES itself.

The Fed will used all the tools at its disposal to keep the market up, even inflation at 5% for a few years is possible. They believe this will help to reach full employment and economic growth. For now, it is helping only financial assets as we see stocks just go up no matter the worst economic situation since the Great Depression. However, the FED can help until it can't, until we lose confidence in currencies. One day we will and then even this monetary policy 3 too will be exhausted and it will all boil down to productivity and as Ray Dalio says, a new cycle will start. For us investors, it means that we have to focus on the certainties and perhaps be a bit more aggressive when we find value because the dollar, euro and all other currencies will surely lose value. Real assets, earnings and dividends with pricing power are the answer. On inflation, the New York Times was 2 cents when Roosevelt forbid the ownership of gold, 15 cents when Nixon closed the final link with gold and now we are at above $2, thus a 100 times more. That is inflation and you can expect it to happen faster in the future.

Kokeile Premiumia

Nauti 14 päivää ilmaiseksi

Tilaa Premium

Jaksot(500)

Netflix Crashes On Bad Guidance And Bill Ackman SOLD (Discussing the situation)

Netflix stock crashed and Bill Ackman sold his stake yesterday and lost $400 million changing his investment thesis. But the key here is how it fits your investing because it seems everyone has given ...

22 Huhti 202212min

5 Tips To Improve Your FIRE

FIRE Movement, Financial Independence Retire Early. Here are 5 tips that are not the usual and I think will give you good value over the long-term and minimize your risk of not achieving FIRE while in...

12 Huhti 202211min

Stocks Update SBUX, StoneCo, HPQ

Just a quick update on stocks covered just a few weeks ago - it is crazy how much things change in just a week or two. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent...

12 Huhti 20229min

Growth Stock Analysis - Meituan Stock is Down 65%...

Just a quick analysis of Meituan Stock - the Amazon of services in China or in short the food deliver company growing extremely fast. Want to know more about what I do? https://goo.gl/MQG2k5 Full-t...

11 Huhti 20227min

Guide To Markets Q1 2022 (Valuations, Yield Curve, INFLAATION, Economy)

Guide to markets Q1 2022 on inflation, economy, interest rates and stock market investing risk and reward by taking a look at global valuations. Want to know more about what I do? https://goo.gl/MQG...

11 Huhti 202228min

StoneCo Stock Analysis - A Stock To Buy + SoFi, HPQ, HPE

StoneCo Stock is a stock to buy, and you get it much cheaper than what Buffett paid for a stake in StoneCo, the Brazilian Fintech business. I also looked at SoFi stock, HPE stock and HPQ stock. Want ...

2 Huhti 202221min

Reacting To Chicken Genius Singapore - REAL RETURNS + SELLING COURSES

Just a quick reaction on Chicken Genius Singapore discussing Financial YouTubers that I think will give you significant value. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time ind...

27 Maalis 202210min

Foot Locker FL Stock Is A BUY Analysis + Valuation + Risk & Reward

Foot Locker stock analysis shows FL stock is a buy on buybacks. However, the underlying business is declining so one has to be smart in taking action. Want to know more about what I do? https://goo....

27 Maalis 202217min

Kaikki yhdessä sovelluksessa

Kuuntele kaikki suosikkipodcastisi ja -äänikirjasi yhdessä paikassa.

Sinulle valikoitua sisältöä

Podme-sovelluksessa kokoat suosikkisi helposti omaan kirjastoosi. Saat meiltä myös kuuntelusuosituksia!

Jatka kuuntelua koska tahansa

Voit jatkaa siitä mihin jäit, myös offline-tilassa.

Premium

9,99 €/kk

Kaikki premium-podcastit
Ei mainoksia
Ei sitoutumista, peruuta koska tahansa

Aloita 14 päivän kokeilu

Premium

13,99 €/kk

Kaikki premium-podcastit
Ei mainoksia
Ei sitoutumista, peruuta koska tahansa
Yksi lisäkäyttäjä

Kokeile 14 päivää maksutta

Suosittua kategoriassa Liike-elämä ja talous

Tarinat ja äänet, joita rakastat kuunnella

Kuuntele kaikki suosikkipodcastisi ja -äänikirjasi

Lue lisää