As a newbie, about to invest you most have four things in mind. 1 have long time mindset 2 be willing to take risk 3 be careful on Money usage, if you are not spending to earn back then stop spending 4 never claimed to know -Ask question, it's the best you work with a financial advisor.. like Martinez Amend, he is good on what he knows how to do best.

@jonaswinter614

5 ай бұрын

It's wise to seek a professional guidance when building a strong financial portfolio due to its complexity

@alexandrajuliette6899

5 ай бұрын

A common mistake we newbies make is venturing into the market without help and legit guidance

@kristenszabo138

5 ай бұрын

Hit $200k today. Thanks you for all the knowledge and nuggets you had thrown my way over the last months. Started with $20k in October 2023

@austinwalker1379

5 ай бұрын

Most rich people stay rich by spending like poor and investing without season, and most poor people spending like rich yet not investing like the rich, but impressing them.

@bryan0359

5 ай бұрын

You're absolutely right, and that's a beautiful mindset you've got there I never thought of it this way before.

Been watching your content for the past 6 months Sasha, the way you explain how stocks, the economy and UK politics has really helped me to open my eyes to what actually happens in the real world of finance and politics. Thank you so much and keep up the good work!

Good analysis 🙏🏻

Excellent and informative content, also very entertaining. You made my day Sasha! Thank you.

You are a wise man and even though some of your stock picks don't work out, many more do and over time someone as bright as you will get it. It took me 10 years but I finally get it. Thank you so much for your insightful macro videos. Appreciated!!

Can you make another video on your favourite growth stocks please Sasha? I think that would be really helpful given everything you have just layed out now is probably the time to be loading up on growths.

Great analysis

Thanks for the video. Can you do a video where you discuss what you are investing in / how you are approaching this market.

Love Sasha's videos but the inflation data just came out - not good 😞

Sasha is the type of guy who opens his bag of chips with scissors

@SashaYanshin

5 ай бұрын

Don't be silly. I use a sickle of course.

@piercoucy

5 ай бұрын

I do that! What does it mean?

@peterhaynes89

5 ай бұрын

😂

@lawLess-fs1qx

5 ай бұрын

Sasha's mum opens his crisps.

@ahmedchowdhury3391

5 ай бұрын

Jagx stock 100x potential

I think that there’s a good chance of a last hurrah push upwards for US share prices before something unexpected happens and there’s a 30% (who actually knows - not me) downturn. There’s a huge commercial real estate downgrading on banks books to come as well as the debt ceiling and P/E issues. The jobs data is misleading as the majority of new hirings are on fewer hours so hours worked aren’t going up at all. It might be rosy now but I’d put money on all US indices being lower by the year end.

Great as always, thanks Sasha 👍😁

@SashaYanshin

5 ай бұрын

Thank you!

Great video Sasha. Would you advise investing in the S&P 500 over a global index fund? I have HSBC shares to transfer over

Have youre thoughts on Palantir changed?

Hi sasha, I was wondering where you get all your information from. I'm just starting in the world of investmening and would love to be able to understand what the news is telling us and why it is bs

Wall St move as a herd. 67% of fund managers are in the same stocks. Right now that's the mega cap tech stocks. So when the correction in them comes, it will occur quickly. At that time it will be interesting to see how much of that money flows into small caps that are much better priced.

I love your commentary, I have watched you for a couple of years and you are always right. Portfolios will fly when interest rates fall :)

@geolykos

5 ай бұрын

Been flying for 14 months. Maybe you mean small caps will fly when interest rates drop

@mrfrugal1091

5 ай бұрын

All companies are valued based on cash flows. Higher interest rates means lower valuation. Lower interest rates means higher valuations. You will see bugger multiples for smaller cap stocks but this will effect all stock valuations.

@geolykos

5 ай бұрын

@@mrfrugal1091I dont think that matters for companies with 0 (or near 0) debt or billions of quarterly earnings like the mega caps. Which is why they've been going parabolic for the past year.

Sasha, on point as per usual, thank you! The small growth companies that are heavily discounted, what are those (could you give examples)? Also, what do you personally invest in (if not a secret)? Thank you for your content!!

Yes but how much of what you said is already priced in?

Much respect for keeping the most non-constipated face in your thumbnails whilst still spitting gold fire for us to arm ourselves with. I'm planning to get rich this year, and you are a decent part of my motivation and optimism.

The US economy is not a surprise once you realised that US house owners locked generaly low 30yr mortgages as the FED raised rate. I think most home owners locked in rates at 2.5 - 3.4% so they had money to spend not just from Covid cheques😊.

So if the FED cuts but the other central banks cannot (like the BoE) does this mean the dollar will fall in value compared to other currencies?

The present rate is normal historically....... Look at past fed funds rates..... If their target is 2% and actually Jerome before said "average" 2% we were over 2% for years so by that logic we would need to be below. Why would you lower interest rates when at a neutral rate historically?

You are awesome man 👨

I am a married straight man, but every time I watch Sasha yell at the FED, I fall a little inlove with him !! Always sharp as a knife - keep up the good work, m8 !! :)

@cag19549

24 күн бұрын

It's 4 months later and the Fed has been spot on.

Bruv, you are a king fam, this man knows all the t'ings, real talk. On a more serious note, thank you for your analysis, much appreciated... Blud ;-)

the yield on bonds have decreased especially on the long end (30 and 10 Y) indicating that the demand is still there even if the supply remains huge showing a preference for safety. I'm still at a crossroad regarding whether or not to liquidate my $138k

@TodosobrebienestaremocionalVio

5 ай бұрын

Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.

@crickethighlights6453

5 ай бұрын

I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000

@sharon87390

5 ай бұрын

Please will you be kind enough to share the details of the man that helped you?

@crickethighlights6453

5 ай бұрын

Actually its a Lady. Yes my go to person is a 'MARY KALIOPE BRAUN'. So easy and compassionate Lady. You should take a look at her work.

@sharon87390

5 ай бұрын

Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks

Makes sense big dog. When will $fvrr pop tho' ?

Sasha any chance we can get stock videos again? Palantir, Tesla etc. it’s been a while.

Energy prices coming down because demand is down. Sasha, debt (commercial, household and govt) is huge meaning growth can't happen....unless inflation is high

Can you do a video on the UK Economy or is it the same. Replace Jerome with Jeremy?

The FED can buy large cap stocks. They invested 50bn into the micro chip market. I wonder why these stocks went up, but that’s not market manipulation because they are doing it! These markets are on life support.

Hi Sasha, does this mean the S&P500 equal weight index would be a better investment vs the market-cap index? I'm heavily invested in the market cap index currently but big tech feels like it is entering bubble territory.

I miss the outro music on these videos!

If the markets are looking 6 months ahead, small growth stocks would already be moving up based on anticipated rate decreases.

@4:50 if the current figures have a decrease in interest rates baked in, do we think they also have "the return of Trump"* baked in or will there be another surge closer to November? (Or is that a crystal ball question?) *(whether you like him or not)

So should be sell in 2024 or keep stocks there ?

Fucking love your videos Keep them up

@SashaYanshin

5 ай бұрын

Thank you and I will!

Despite the fact that I invest, I am frustrated by my incapacity to assess each company's performance and determine whether or not this is the best time to buy stocks. Inflation is depleting my monetary reserves. I need reliable market trajectory data at this point, but I'm not sure what to do.

@Peterl4290

16 сағат бұрын

Despite my conviction in your direction, my recent stock purchases, and the fact that I am an AMC shareholder, I have not been able to amass anything. I had been in debt for far too long before the collapse. What are the steps required in investing?

@larrypaul-cw9nk

16 сағат бұрын

I completely agree, which is why I think it's important to delegate decision-making responsibility to an investment coach. Underperformance is essentially unimaginable given their specialized experience and education, as well as the fact that each of their skills is focused on harnessing risk for its asymmetrical potential and controlling it as a buffer against certain unfavorable events. Working with an investment coach for over two years, I've made over $1.5 million.

@sabastinenoah

16 сағат бұрын

How does one go about finding a capable FA? I appreciate the notion of using their services, but it's too bad that stock market meltdowns have recently become commonplace.

@larrypaul-cw9nk

16 сағат бұрын

Her name is “Annette Christine Conte” can't divulge much. Most likely, the internet should have her basic info, you can research if you like

@sabastinenoah

16 сағат бұрын

Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

Everything is correlated now to interest rates and QE, the ultimate conclusion of the Greenspan put. low rates (or just the expectation of them) = everything rises (yields fall) and vice versa. Powell seems determined to try and break this mindset and be a Volker but will he be able to take the pressure if everything is in freefall??? We are now near the end of the credit cycle and thus banks might be in very bad shape, we will see how bad in the recession. It is a financial crisis that will restart QE/zirp and the money pump from poor to rich.

Dunno how you can trust those stats and draw conclusion from it..GdP is rising because of gov spending, not economic prosperity. Also job numbers up because of gov jobs and gig work. Don’t you see all the layoff headlines??!? or should we just ignore what we experience because gov tells us we’re doing well?

I'm investing in tinned foods this year!

@SashaYanshin

5 ай бұрын

Stocking up that bunker? Sounds like fun.

I'm 50% in ETF's (VUSA and Invest FTSE All World) and 50% individual companies. Topping up every day across the board.

@boyasaka

5 ай бұрын

I’m with vuag and all world with vanguard And have some Lloyds and tui and IAG which then 3 are currently in the red I will keep adding to vuag and all world monthly for the next ten years till I retire , once my tui and Lloyds and IAG are back in the green think I’ll sell and put money in vuag or all world

If shares are doing well , why will property go down ??

How about the US debt ceiling, credit card debt and high PE ratios in tech stocks?

@SashaYanshin

5 ай бұрын

The US Debt ceiling and credit card debt has been at the highest ever level every year for decades. PE ratios on tech stocks have actually come down since the likes of Facebook, etc started actually earning profits. PE ratios on growth/pre-profit stocks are irrelevant.

@wallace-bv4rl

5 ай бұрын

@@SashaYanshinwe even have a “highest ever” narrative here in the growth desert UK.

Constipated thumbnail always works!

@SashaYanshin

5 ай бұрын

Actually a screenshot from the video 😂

@pauls3075

5 ай бұрын

@@SashaYanshin Constipated during video always works. Nice video, so few people understand what is actually going on (big picture) and can inform others in an easily digestible manner.

@aaron6806

5 ай бұрын

I actually commented on how non-constipated he's been keeping them. Even if he is constipated from eating.....whatever it is that The English eat. Souls? Hardtack? Each other?

Is it worth chucking in some money into the S&P 500 stocks and shares ISA before April then

@andrewfallon2719

5 ай бұрын

Wait until march.. when it gets closer pounce…. Then sell after rally.

@chubuking

5 ай бұрын

@@andrewfallon2719 why would you wait until March if the US is expected to possibly cut the interest rates surely that will cause a huge spike then you would sell

@eddycerb

5 ай бұрын

Yes

@eddycerb

5 ай бұрын

The American stock market is an a bull run for the next 3 years at least

@simoncook1325

5 ай бұрын

Yes

To the moon baby

I think you forget something here... As you said, the FED will keep intersts high until they see an impact on the economy. History shows that then lowering interest rates takes the stock market with it...

I hope my degen plays take off when they start lowering the rate 😁

Everything is going up because of the crazy inequality. Those who own assets are getting rich, everyone else is getting poorer.

US small cap upside soon? I've put some of my pocket money here.

The timing of the start of the rate drops in May and the presidential election up through November is “interesting”.

@kippsguitar6539

5 ай бұрын

It's always the same as I often posted here

@daveabc12

5 ай бұрын

Are you saying the bank is Democrat or that the whole economy is carefully geared for an uplift in election year?

I'm only here for Sasha's impressions.

Do it. VRITOKEN already in my bags. I had a VRITOKEN after ( your should I buy ) and I agreed and bought. I'm looking to stack more, too.

I've mentioned this before but America's greatest economist, the late Milton Friedman, stated that the Fed should be replaced with a computer algorithm that makes many small interest rate adjustments that disregard politics and emotion.

@joansparky4439

5 ай бұрын

nope, the concept of centrally set interest rates in a free market system is wrong in and of itself and only "needed" because our currency has got a technical flaw that got copied from metal commodity currencies..

@wishyrater

4 ай бұрын

And who’s gonna design that algorithm? :)

@IggyDalrymple

4 ай бұрын

Preferably a conservative economist.@@wishyrater

@joansparky4439

4 ай бұрын

@@wishyrater That is IMHO a loaded question, as the goal of the answer seems to be to attribute flaws to people, excluding the option that this also could be system-dynamics. Our societies (so far) rely on a minority to create and maintain the rules that govern our societies - it is NATURAL for those individuals to prefer to create and maintain rules that benefit them (at the cost of others) - this is just how life, how evolution functions.

@wishyrater

4 ай бұрын

@@joansparky4439 naturalistic fallacy

Buy the dip?

Can you explain nvdia frenzy? The valuation is just bonkers and makes zero sense

@johnpreston230

5 ай бұрын

Nvidia is skynet. That's why.

Market over-reaction time

@SashaYanshin

5 ай бұрын

You don't say!

U.k house prices rise for 3rd month in a row ...

Can't feel this explosion in any of my stocks, very frustrating.

I'm going to make it a habit to watch this video at least once a month, that's how you truly block the noise

Well it was 3.1 not 2.9. What does that mean?

Good time to take profits on VUSA? And buy again when it dips?

@mitchholloway8630

5 ай бұрын

Really depends on your long term short term goals ?

The 34T debt pile now costs more than the entire US military budget. Where is all that money going? Its bigger than the effect of rates I can tell you that

@timmat8029

5 ай бұрын

Blackrock?

@davideyres955

5 ай бұрын

This is the funny thing you see when over here they keep harping on about the growth figures over in the USA. It’s easy to get growth if you borrow which is what Biden has been doing and borrowing on printed money is a good way to crack inflation up again. Wouldn’t be so bad if it just affected the USA but it dosnt. Reducing the value of the $ means oil price goes up and everyone pays the price for those idiots.

All bubbles burst eventually

I don’t understand the rate cuts. The big tech stocks just don’t care about cuts they don’t need them. The cuts actually mean that the fed thinks the economy isn’t good enough right now? For small caps the cuts will help for sure.

@joellol4546

5 ай бұрын

Hi bud, rate cuts are good because it makes debt cheap. Most tech growth companies rely on debt to fund their growth. Another way it helps is with consumarism think about people who buy cars with loans, if rates are high it means less people can afforx or want to buy a car. If rates go down it will help companies like tesla who rely on cheap debt in order to have demand for their product.

Sometimes the cloud yells back at the old man

last time Bezos sold stock was the top for AMZN. He sold 100 b in shares this week.

Anyone else click on this video cos of the title, but having watched the video feel a bit confused about exactly why I need to have watched the video before investing in 2024..? I am just a beginner, but I wish that you had wrapped things up with a bit of a summary with specific reference to the title

From Feb 2023 to Feb 2024 ..31,000 full time jobs were lost, part time jobs increased by 870,000....this is a booming economy ? Working at a third part time job to make ends meet.

In my opinion Bitcoin and Palantir are better than any of the stocks you hold.

@Shutityou

5 ай бұрын

That and time machines to get you back to 2012 to invest 1000 in bitcoin and hold.

Sasha is my investment guru :)

@SashaYanshin

5 ай бұрын

lol. A very confusing guru!

@Pit5336

5 ай бұрын

I believe he mentioned himself that he is doing worse than s&p 500 in his investment

@FreaksSpeaks

5 ай бұрын

That is why I bought his course, worth every penny. 😂

@SashaYanshin

5 ай бұрын

@@Pit5336 Yeah - since the start of the Man vs The Market public portfolio which I started just before the 2022 crash.

@ealing26

5 ай бұрын

@@SashaYanshin 😀

Can you do a video on tesla please

WHY DID I GIVE THIS A THUMBS-UP WITHOUT EVEN WATCHING IT!?

@shimsteriom4191

5 ай бұрын

Because you knew it would be worth it.

Surely if interest rates come down then the stock market will normally rise - significantly.

You're wrong. CPI is up. We cannot always trust what the market is expecting rates to do.

@SashaYanshin

5 ай бұрын

CPI is down. Just not down as much as analysts expected.

I like this guys analysis but if his thumbnails were true the economy would have collapsed and risen about 76 times in the last 4 months

@SashaYanshin

5 ай бұрын

The titles are there to get people to watch. Home Alone also sounds like a very scary movie.

@Witnessmoo

5 ай бұрын

Na he’s got a good track record

@peanusbenis5631

5 ай бұрын

Blame the algorithm and blame how KZread actively encourages creators to do this exact thing to maintain relevancy.

@06khank

5 ай бұрын

But it’s true, he keeps saying *don’t buy houses* *market is about to crash* etc; none of this is true, half the stuff he says is bullshit 😊

@SashaYanshin

5 ай бұрын

@@06khank Please point out a single video where I said that. (Hint: I didn't because I don't know)

You never mention American debt.

I'm considering selling my current home, which could potentially yield over £20,000 in equity, and purchasing a more expensive home with a 30-year mortgage. Is this a prudent decision, or should I reconsider my options?

@boyasaka

5 ай бұрын

How much interest will you pay in them 30 years ?

so... 0 dte calls after every fed meeting past march, got it haha

i dont think this helped. i was going to invest but this video has put me off !!

5% ish is a moderate interest rate

Sasha your take on pltr after earnings? Do you regret selling out?

@SashaYanshin

5 ай бұрын

Not really, no. I don't regret not being in a position. I also don't harbour hate for people who own other stocks because it's not a competition or like supporting a sports team. The growth rate and trajectory is still significantly below where I needed it to be long-term whenever it was 2 years ago. I know the Palantir fan club is excited because I get dozens of messages a day, but I really don't understand why.

@Black-Circle

5 ай бұрын

@@SashaYanshin Are you still in on fiverr? I just ask because you dont do porfolio updates anymore :)

@SashaYanshin

5 ай бұрын

@@Black-Circle Yep. Still got the same position. I do an update on KZread once in a blue moon but don't focus on it because stock picking as a niche is really abrasive and vile and I am not particularly interested in that stuff, so I only really discuss the details in my community now.

@Black-Circle

5 ай бұрын

@@SashaYanshin no worries :)

@affegorilla1299

5 ай бұрын

@@SashaYanshin I know but it’s also not nice to cut out a stock which makes close to 3x afterwards. Just don’t understand the complete sell out. Your conviction seemed to completely go away.

I know enough to know I know nothing... ...just Pass the popcorn please🍿😅

Hmmm 3.48% end March? An INCREASE from Feb?

If the US economy is going so well why cut rates. Why give up the rises they fought for ?. When they do cut rates then you need to panic. BTW advertising is up because consumer spending is down.

US stocks will do well...but it's basically like buying a one legged version of Bitcoin when it comes to the race though

The financial economy (stock market being the major component of the financial economy) is divorced from the real economy. When the real economy is not going so great (as now) the financial economy booms. This is due to the fiscal liquidity pouring into assets. Eventually the financial economy feeds the real economy and pendulum swings to the latter.

So in short, nothing has happened yet, but soon something will happen. Give Jerome Powell credit. The man is a wizard.

Is your name Aleksandr?

You keep on about interest rates, they don't need to come down any lower they are at a historical average more or less , people have been spoilt with very low rates.

@SashaYanshin

5 ай бұрын

Why does the historical average matter? Why should the optimal neutral interest rate be flat across time? The economy of today is nothing like it was in the 70s - so why should the optimal rate be the same?

@bodrulm1

5 ай бұрын

​@@SashaYanshin Mean reversion is as natural as a normal distribution. The mean changes but slowly. So historic average does matter because the past matters.

The wider stock market has ‘crashed’ from extremely over-valued to fairly priced. It’ll be a stock price crash when it goes down 50% from here!

Only reduce rates when something has gone terribly bad....not because they have to... Long Way To Go. CPLie doesnt mean everything is crashing down...thats why its CPLie and no need to cute anytime soon.

So in summary, small(er) caps likely to 🚀 😁

Fuck yeah

CPI was higher than expected bro was wrong

@SashaYanshin

5 ай бұрын

Which bro? The Analyst bro that I was referencing in the video? Also inflation did drop to 3.1% even after the bad report.

@SashaYanshin

5 ай бұрын

@@Winteriscoming... and?

@aces4873

5 ай бұрын

@@SashaYanshin just fyi I just found you're channel, and I tend to agree with almost every take you have. Most KZread finance channels suck, yours is awesome. However, you did predict inflation would drop more than expectations, and even said as low as 2.5%. That's what I thought as well, so I was surprised by this CPI print, but you have to admit you were wrong on this one, unless they revised the numbers in the future (shelter did look shady).

Will the market crash ?

@SashaYanshin

5 ай бұрын

At some point, sure - it always crashes. But permanently waiting for a crash is a pretty bad investing strategy.

@montyloads

5 ай бұрын

​@@SashaYanshinim mid 40s and looking to invest proceeds from a sale of my property.. had to move back to my mothers to care for her...in my position would you lumps sum or drip feed monthly or weekly and go in hard when markets crash/correct? (I wouldn't take what you would personally do as Financial advice as I realise that totally depends on individuals circumstances and risk tolerance etc) just curious what you would do in todays markets. Great videos by the way 👏

If inflation is so low, why food, services and natural gas are so expensive? We pay much more compared to a few years ago. The prices are still high. All lies.

@Shutityou

5 ай бұрын

Unless inflation becomes negative then the prices will not drop. The past rises are now pretty much the new normal.

People whinging on here about Sasha’s thumbnails clearly don’t understand how KZread works. It sucks but that’s just the way it is!Let his content speak for itself!

@LadyNuts

5 ай бұрын

2:56 you can change the thumbnail😂

@DJWHITE_

5 ай бұрын

Ok, that made me laugh! 🤣@@LadyNuts