Good financial and investment videos

[greggles]

I couldn't find a thread on good investment or trading videos so I am starting one.

There is so much video content out there that it's hard to keep track of the really good content. If you come across any great investment videos please post them here.

Rick Rule on Commodity Culture: The most undervalued sectors. Some really good insights here that you wouldn't hear in the mainstream financial media.

 

[greggles]

Lobo Tiggre: Betting Big On Gold, Silver, and Uranium - Really interesting discussion

 

[DaveTrade]

 

[Value Collector]

The first couple of minutes of this video is Gold.

 

[Value Collector]

This short video lays out a great way to think of insurance, and it’s the reason I only carry third party insurance on my car, not full comprehensive.

 

[greggles]

The end of the asset bubble is coming in 2025.

 

[divs4ever]

This short video lays out a great way to think of insurance, and it’s the reason I only carry third party insurance on my car, not full comprehensive.

on the flip-side i am doing very nicely ( NOW ) on insurance stocks ( TWR , IAG , SUN and QBE ) but they can be a bumpy ride ( giving you average down opportunities , if you are inclined to do that )

now risk v. reward ratios aren't very attractive unless you have got that average cost down

 

[Dona Ferentes]

The end of the asset bubble is coming in 2025

to be replaced by another asset bubble.

but which sector???

 

[TimeISmoney]

 

[greggles]

to be replaced by another asset bubble.

but which sector???

We need a market reset. Valuations do not mirror reality. The average P/E ratio for companies in the S&P 500 is almost 30, well above historical averages.

 

[greggles]

Global banks are buying US treasury bonds instead of lending into the economy. What are they getting ready for?

 

[Garpal Gumnut]

We need a market reset. Valuations do not mirror reality. The average P/E ratio for companies in the S&P 500 is almost 30, well above historical averages.

Global banks are buying US treasury bonds instead of lending into the economy. What are they getting ready for?

Thanks for these posts and the vid @greggles .

We are on a cusp, one can argue for US Bonds or Stocks equally. Which way it goes is in the hands of the gods. No amount of analysis will assist in working out which direction we are taken. Butterfly flapping wings stuff imo.

gg

 

[divs4ever]

We need a market reset. Valuations do not mirror reality. The average P/E ratio for companies in the S&P 500 is almost 30, well above historical averages.

but WHEN ( the reset ) that is the trillion dollar question

of course digging deeper some companies are way above 30 ( probably because some popular companies have zero or negative earnings , currently )

while others are mostly neglected and still good value ( if you can tolerate weak liquidity )

 

[investtrader]

but WHEN ( the reset ) that is the trillion dollar question

of course digging deeper some companies are way above 30 ( probably because some popular companies have zero or negative earnings , currently )

while others are mostly neglected and still good value ( if you can tolerate weak liquidity )

Yes, WHEN is the question. You can miss a lot of returns by listening to the doomsayers. There are always perpetual bears. Of course the market will reset at some point, this is entirely normal. But if you used just PE valuation you would have missed that last couple of years in the US. These are periods you really need to take advantage of before the crappy years.
Most investors you just buy, hold and hope which is okay depending your investment horizon. The whole Super Industry does this.
I suggest you just need a plan if you have a decent allocation to equities. The plan includes both reducing exposure and/or hedging.
I can't pick the top , but the goal is not to suffer a catastrophic drawdown. There are some tools out there to help.

 

[divs4ever]

Yes, WHEN is the question. You can miss a lot of returns by listening to the doomsayers. There are always perpetual bears. Of course the market will reset at some point, this is entirely normal. But if you used just PE valuation you would have missed that last couple of years in the US. These are periods you really need to take advantage of before the crappy years.
Most investors you just buy, hold and hope which is okay depending your investment horizon. The whole Super Industry does this.
I suggest you just need a plan if you have a decent allocation to equities. The plan includes both reducing exposure and/or hedging.
I can't pick the top , but the goal is not to suffer a catastrophic drawdown. There are some tools out there to help.

i deliberately avoided the US ( even sold the dual-listed stocks i acquired via take-over activity )

returns is one thing and risk is the counter-balance , now traders looking at holding mostly under one year time-frames rely on liquidity and agility to save them from the worst of outcomes

AND your entry-point in a stock is a big factor , say you are up 10x , do you really sell because you can , or just reduce the holding to a sensible level

i started with a 'buy and hold ' strategy in 2011 but realized i had to stay more active ( but as an investor ) sure i made some novice errors , but rarely the same error twice ( that is still a LOT of potholes )

this was Posted 13 Oct 2018 at 10:05 AM
( i had be investing for about 7 years by then )
time to update there have been a couple of changes

( by $value )

1. WOW ( 'free-carried' )

2. MQG. ( 'free-carried )

3. BHP ( some profit taken )

4. JHG ( full cash risk )

5. CLW ( full cash risk )

6. SVW ( some profit taken )

7. WES ( at full cash risk )

8. EQT ( 'free-carried ' )

9. CMW ( at full cash risk )

10. CCL ( at full cash risk )

with CAM , BEAR and CDM all just behind the leaders .

( DYOR )

compare that to the latest ( end of year post

Posted 31 Dec 2024 at 3:08 PM
and at the end of December 2024

( by $value )

1. PME ( 'free-carried ' )

2. MQG ( 'free-carried ' ) ( less than half the PME $value ) ( DRPed )

3. CLW ( at full cash risk )

4. WES ( some profit taken ) (DRPed ) ( less than $25 behind )

5. BHP ( some profit taken )

6. CMW ( at full cash risk )

7. CUP ( at full cash risk )

8. SGLLV ( at full cash risk ) ( less than $100 behind )

9. KGN ( some profit taken )

10. CDM ( at full cash risk ) ( DRPed )

close behind is REP ( at full cash risk ), HCW ( at full cash risk ) and APE ( 'free-carried' )

you may note that PME 'came from nowhere ' DESPITE selling more than 95% of the holding since i bought some in 2011

but even over that period of time (call it 7 years ) big names disappear , market darlings became yappers

hands on has had some very educational moments

but unless sheer catastrophe loomed large i probably would not sell everything ( that i could , some little stuff just wouldn't have a buyer) and some is just 100% profit running ( like WOW , VAS , PME , MQG , TNE , and several more ) and if the economy was that bad ( or soon to be ) where would you park the money/value , gold has left the station ( a couple of years back )

there is a big change the cash will be valueless in a huge crisis

 

[Garpal Gumnut]

Thanks for these posts and the vid @greggles .

We are on a cusp, one can argue for US Bonds or Stocks equally. Which way it goes is in the hands of the gods. No amount of analysis will assist in working out which direction we are taken. Butterfly flapping wings stuff imo.

gg

The butterfly has flapped it's wings.

Be not like Lot's wife. Pick up your children and grandchildren and run, not looking back at the catastrophe that has been wreaked.
First Book of GG. V. 1-2

gg

 

[houtman]

I couldn't find a thread on good investment or trading videos so I am starting one.

There is so much video content out there that it's hard to keep track of the really good content. If you come across any great investment videos please post them here.

Rick Rule on Commodity Culture: The most undervalued sectors. Some really good insights here that you wouldn't hear in the mainstream financial media.

Thanks greggles, that vid covers most of RR's views.

Here's one with Scott Bessent, the new treasury secretary.
Life story, interviewed before the election but after he new he could/would be tapped on the shoulder.

If you want to go straight to the meat and potatoes, start at about 49min 30s, in a short period he discusses Xi, gold, Japan, Abe, Europe/Germany and his outlook for USA.