Podcasts about buffett indicator

Steven Hochberg of Elliott Wave International joins us for an in-depth conversation on market overvaluation and investor psychology. We break down historic valuation metrics, the five-wave pattern in gold, and key indicators like the Buffett Indicator and “Pluto Chart” to reveal what a potential bear market means for your investments.

Today we discuss Buffett's final letter as his recent shareholder letter has just released. We talk about Buffett Indicator's warning of market overvaluation, and Berkshire Hathaway's rising cash reserves as a sign of potential caution in the markets. We also share on the increasing prevalence of subscription-based business models, frustrations over companies charging both upfront and recurring fees for services and the decline in customer service quality.  We discuss...  Big tech companies like Google have transitioned from offering free services to charging for storage and other features. Some businesses push ineffective customer service to frustrate users into giving up on disputes. AI-driven customer service is currently ineffective but may be the only long-term solution. The Buffett Indicator suggests the stock market is highly overvalued. Berkshire Hathaway's cash holdings are at their highest level in decades, signaling Buffett's cautious stance. Buffett has been selling off major holdings like Apple and Bank of America. An imminent crash isn't certain, but current valuations suggest a major correction could happen eventually. The new administration brings uncertainties, disruptions, and a mix of good and bad outcomes. Markets remain expensive, even with a potential 30% drop, which would still not bring valuations to historical lows. Unlike past bubbles in tech (2000) and housing (2008), current market conditions do not show excessive leverage or structural financial weaknesses. The markets may stay flat for several years as a form of correction rather than experiencing a sharp crash. Warren Buffett's long-term strategy emphasizes holding cash to remain opportunistic rather than out of fear. Market volatility is increasing, particularly in crypto, but recent overall movements remain relatively mild. Investors should recognize that percentage declines translate into significant dollar losses as portfolios grow. Buffett's Berkshire Hathaway has maintained strong financial performance, particularly in insurance, despite market challenges. Buffett's past standards for measuring success (10-year rolling average) are no longer being met, raising questions about future performance. While historically successful, Buffett's recent decisions and investment strategy face growing hurdles. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/buffetts-final-letter-691   

Hosted By: Rodney Ownby CFP® & Joe Bert CFP® Rodney Ownby CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Rodney@FinancialGroup.com •  Joe@FinancialGroup.com   The post What is the Buffett Indicator and What Can it Tell Us About Financial Markets? appeared first on On The Money Podcast.

The US stock market is in "the mother of all bubbles", with the market capitalization of publicly traded companies at 206% of GDP. This is higher than the dot-com bubble of 2000, and even the peak of the crash of 1929. Meanwhile, just 25 companies make up over half of the weight of the S&P 500, and the Magnificent 7 Big Tech monopolies are 35% of the market cap of the index. However, the US economy was built upon this financial house of cards, and politicians are profiting from it. Ben Norton explains the dangers. VIDEO with charts here: https://www.youtube.com/watch?v=rguHublkxCQ Topics 0:00 American exceptionalism 0:53 US stock market is over 60% of world 1:16 USA is 74% of MSCI World Index 2:10 Top 25 companies in world 3:29 Exorbitant privilege of US dollar 4:59 S&P 500 and Nasdaq indices 6:07 Magnificent 7 6:50 Just 25 companies make up 50.3% of S&P 500 8:26 Tesla is insanely overvalued 12:03 Big US companies are really financial firms 13:11 How to measure a bubble 14:15 Buffett Indicator (market cap to GDP) 15:57 Public & private equities to GDP 17:00 How the US government inflated the bubble 21:10 Richest 10% of Americans own 93% of stocks 22:23 Warren Buffett's warnings 23:56 Berkshire Hathaway dumps stocks 26:32 Jeff Bezos sells Amazon shares 27:22 Mark Zuckerberg sells Meta stocks 27:40 Elon Musk sold Tesla shares 28:08 The "greatest bubble in human history" 30:27 Alan Greenspan and "irrational exuberance" 31:16 Fears of "pent-up exuberance" 32:19 P/E ratios 33:41 Irrational investing 34:54 Donald Trump's tax cuts help the rich 37:54 Trump and Ronald Reagan 39:04 Trickle-down economics 41:16 Wall Street fills Trump's cabinet 42:02 Financialization of US economy 43:44 Will Trump reverse de-industrialization? 45:38 Real estate & homelessness 46:38 US dollar 47:34 Wall Street vs Main Street 49:06 Outro

This week we're talking about SXE's new contracts, The Buffett Indicator, "The Mind of Wall Street", the Murdoch succession crisis, Pulled Porks on GTN and RM, and then in After Hours we discuss Dune Part Two, S02 of Bookie, Vivaldi's Four Seasons, Skeleton Crew, Wild Gods, Pink Moon and using the Australian government to bail out failing news organisations.

Skippy quizzes Doogles on a variety of topics and Doogles fails all of them. Then they go into the depths of listener mail, first talking about whether macro conditions and business environment justifies currently high Buffett Indicator levels, and then exploring another argument in favor of Bitcoin.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

The US added $11.8 Trillion of debt since 2020.   The government owes $108,000 for every American, man, woman, and child.   Deficit spending as % of GDP is at World War 2 levels.   25% of government receipts pay interest on the debt annually.   The massive debt will push interest rates upwards until the government starts paying down the debt significantly. This will increase the cost of purchasing autos and homes for most Americans.   Americans have record household debt.   Credit card and auto loans debt is at all time highs.   The Buffett Indicator shows US stocks are overvalued at 200% of GDP, one of the highest levels in history.   Corporate insiders are selling shares at a record pace in the 4th quarter of 2024.   Goldman Sachs states it is time for investors to diversify.   Blackrock, Goldmann Sachs, and Vanguard all predict low stock returns (3-5% annually) for the next decade.    Many financial experts are calling this the "golden age" of fixed investments.   Even if the Trump administration does everything right, some problems will take a while to fix. Debt is a major challenge. Record levels of debt requires record selling of bonds. This pushes bond interest rates higher.  Until the government starts paying down debt, bond interest rates will remain elevated.   At the same time, the Federal Reserve is lowering borrowing costs by reducing interest rates.    This creates an opportunity.  Your Personal Bank allows you to earn dividends (likely increasing) while accessing funds to pay off debt, purchase items, or invest in assets. If dividends are higher than the borrowing costs, you keep the difference. This creates positive cash flow (positive arbitrage) on your money.   We are likely headed to a historical positive arbitrage scenario. Historically, positive arbitrage has been available 24 of the past 28 years. The other 4 years the dividends and borrowing costs were similar. The average annual positive arbitrage was 2-3%. This is interest you earn on money you spent or allocated elsewhere!

By many measures, stocks are richly valued. And by measures like the Buffett Indicator, they're the most overvalued they've EVER been. Does that strongly suggest a downwards market correction lies in store for 2025? Or is there a good reason that "this time is truly different" and a new bull era for stocks awaits? To discuss, we're fortunate to welcome to the program market analyst Henrik Zeberg, publisher of the Zeberg Report. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

- Warren Buffett has sold more stock this year than at any time in his career. - Berkshire Hathaway is sitting on the most cash in its history. - Warren Buffett did not purchase a penny in stock in the third quarter of 2024. - The Buffett Indicator shows US stocks are overvalued at 200% of GDP, one of the highest levels in history.   Blackrock, Goldmann Sachs, and Vanguard all predict low stock returns (3-5% annually) for the next decade.    Even if the Trump administration does everything right, some problems will take a while to fix. Debt is a major challenge. Record levels of debt requires record selling of bonds. This pushes bond interest rates higher.  Until the government starts paying down debt, bond interest rates will remain elevated.   At the same time, the Federal Reserve is lowering borrowing costs by reducing interest rates.    This creates an opportunity.  Your Personal Bank allows you to earn dividends (likely increasing) while accessing funds to pay off debt, purchase items, or invest in assets. If dividends are higher than the borrowing costs, you keep the difference. This creates positive cash flow (positive arbitrage) on your money. We are likely headed to a historical positive arbitrage scenario. Historically, positive arbitrage has been available 24 of the past 28 years. The other 4 years the dividends and borrowing costs were similar. The average annual positive arbitrage was 2-3%. This is interest you earn on money you spent or allocated elsewhere!

Let's talk about Recession Risk and the Buffett Indicator.... --- Support this podcast: https://podcasters.spotify.com/pod/show/beau-of-the-fifth-column/support

In this packed episode of The Canadian Investor Podcast, we start by discussing Bitcoin's impressive rally following the U.S. presidential election. We explore how a less hostile regulatory environment could impact the crypto industry and debate why some portfolio exposure to Bitcoin might make sense in today's macroeconomic environment.   Switching gears, we tackle the ongoing debate about whether the stock market is overvalued, comparing the top 20 U.S. companies today to 20 years ago. We unpack how today's high-margin, high-growth companies differ from the commodity-heavy, low-growth businesses of the past and why a blanket “stocks are overvalued” statement might overlook crucial nuances like revenue growth and operating margins.  Finally, we analyze Berkshire Hathaway's ballooning cash reserves, Warren Buffett's aggressive selling of equities, and the implications of the Buffett Indicator hitting historically high levels.   Tickers of stock discussed: BRK-B, AAPL, NVDA, MSFT, GOOGL, AMZN, 2222, META, 2330, LLY, AVGO, TSLA, WMT, JPM, V, XOM, UNH, NOVO.B, 700, ORCL Beam Radiology Website Beam Radiology - Consultation Request Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.  See omnystudio.com/listener for privacy information.

The Buffett Indicator currently stands at almost 200%, one of the most extreme readings of overvalution in its history. With stocks so richly valued, prudent investors worry that stretching for further gains here may not be worth the risk. Which is why more and more of them are starting to prioritize investing for income over appreciation. A few months back, I interviewed Steven Bavaria, creator of the Income Factory framework about the merits of constructing a lower-risk portfolio of income-generating assets that include: high dividend stocks, senior bonds, high yield bonds, covered call funds, Master Limited Partnerships, closed-end funds, and more. Today, Steven returns to drill down on the specifics of credit investing, an area that many investors don't have much personal experience in, but offers attractive returns and relative safety in today's market environment. Follow Steven at https://seekingalpha.com/checkout/mp_1356 WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #incomeinvesting #creditinvesting #bondsinvesting --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

In this episode, Chad & Rob discuss the sudden shift on Wall Street towards rewarding small cap companies, particularly the Russell 2000 which is up 11.7% year to date. Patrick O'Hare from briefing.com explores the unprecedented move and its impact on the market and reflects on the fast-paced nature of this change and compare it to historical trends, providing valuable insights for listeners navigating the evolving landscape of finance and investing. The conversation delves into advanced estate planning strategies, tax-efficient retirement portfolio building, and the importance of diversification in investment portfolios. Chad emphasizes the need for individuals to start planning for retirement and wealth preservation about 10 years before retirement, focusing on budgeting, income projections, and tax considerations. Timestamps: [00:02:24] Small caps market shift. [00:04:51] Trump, Taiwan, and semiconductor risks. [00:10:22] Market valuation and Buffett Indicator. [00:13:52] Market changes and trends. [00:18:49] Politics impact on retirement planning. [00:22:27] Advanced estate planning strategies. [00:24:37] Estate planning strategies. [00:27:16] Estate planning strategies. [00:33:33] Advanced estate planning ideas. [00:34:42] Retirement planning strategies. [00:39:29] Roth IRA conversion strategies. [00:44:28] Concentration in single stocks. [00:46:01] Planning for retirement and budgeting. Email your money question to chad@chadburton.com Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

ay-3 of the RNC convention: Markets are already beginning to shift in anticipation of a presumed presidency and policies, with an eye on taxation and monetary policy. Donald Trump has said he will allow Jerome Powell to finish his term as Fed Chair, with Jamnie Dimon as Treasury Secretary. Meanwhile, we're watching major moves in the Russell 2000 with rotational trades in anticipation of election outcome. Will there be an October Surprise? Market Futures are sharply down ahead of this morning's open. Lance's Air BNB, mew house, and Hurricane aftermath. Avoiding the sexy trades, the Mag-7 effect, and concentrated portfolio risks. What does the Buffett Indicator tell us (a horrible, short-term indicator)? The value in maintaining balance with "boring" stocks. Cathie Woods' tweet on tax losses as assets; Retail Sales analysis & raw NSA numbers are weaker than expressed; watch for downward revisions. 40% of Russell 2000 are unprofitable companies, heavily indebted, and unable to generate stock buy backs. What to do when a company stock falls out of favor: avoiding psychological traps. Remembering dividend performance; how to tell if a company is strong. SEG-1: Markets Prepare for Presumed Presidency SEG-2: Effects of Mega-Caps & Avoiding sexy trades SEG-3A: Cathie Woods' Tax Losses & Assets SEG-3B: Retail Sales & RAW NSA Numbers SEG-4: What to Do When Stocks Fall Out of Favor Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=BBh7AGlIQsY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- Articles mentioned in this report: "Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds?" https://realinvestmentadvice.com/fed-rate-cuts-a-signal-to-sell-stocks-and-buy-bonds/ "The “Broken Clock” Fallacy & The Art Of Contrarianism" https://realinvestmentadvice.com/the-broken-clock-fallacy-the-art-of-contrarianism/ "Put Options – Nobody Wants Them" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "The Rotation Continues " is here: https://www.youtube.com/watch?v=6m1gmdLmwuU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Relationship Between Fed Rate Cuts and Treasury Yields Explained" https://www.youtube.com/watch?v=bnFVM2_njAE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #PortfolioBalance #SexyStocks #MagnificentSeven #2024Election #MonetaryPolicy #JeromePowell #JamieDimon #RateCuts #Bonds #TenYearTreasury #FedFundsRate #TreasuryYields #FallingYields #HighCorrelation #RateCuttingEnvironment #FederalReserve #EconomicPolicy #MarketTiming #InvestingStrategies #PortfolioManagement #BuyingTheDip #StockMarket #InvestmentTiming #CashManagement #MarketMoves #StrategicInvesting #FinancialTips #InvestmentDecisions #StockPortfolio #FinancialMarkets #MaximizingCash #Buying shares #BetterPrice #Market#Entry #MarketExit #InvestmentAdvice #Markets #Money #Investing

ay-3 of the RNC convention: Markets are already beginning to shift in anticipation of a presumed presidency and policies, with an eye on taxation and monetary policy. Donald Trump has said he will allow Jerome Powell to finish his term as Fed Chair, with Jamnie Dimon as Treasury Secretary. Meanwhile, we're watching major moves in the Russell 2000 with rotational trades in anticipation of election outcome. Will there be an October Surprise? Market Futures are sharply down ahead of this morning's open. Lance's Air BNB, mew house, and Hurricane aftermath. Avoiding the sexy trades, the Mag-7 effect, and concentrated portfolio risks. What does the Buffett Indicator tell us (a horrible, short-term indicator)? The value in maintaining balance with "boring" stocks. Cathie Woods' tweet on tax losses as assets; Retail Sales analysis & raw NSA numbers are weaker than expressed; watch for downward revisions. 40% of Russell 2000 are unprofitable companies, heavily indebted, and unable to generate stock buy backs. What to do when a company stock falls out of favor: avoiding psychological traps. Remembering dividend performance; how to tell if a company is strong. SEG-1: Markets Prepare for Presumed Presidency SEG-2: Effects of Mega-Caps & Avoiding sexy trades SEG-3A: Cathie Woods' Tax Losses & Assets SEG-3B: Retail Sales & RAW NSA Numbers SEG-4: What to Do When Stocks Fall Out of Favor Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=BBh7AGlIQsY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- Articles mentioned in this report: "Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds?" https://realinvestmentadvice.com/fed-rate-cuts-a-signal-to-sell-stocks-and-buy-bonds/ "The “Broken Clock” Fallacy & The Art Of Contrarianism" https://realinvestmentadvice.com/the-broken-clock-fallacy-the-art-of-contrarianism/ "Put Options – Nobody Wants Them" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "The Rotation Continues " is here:  https://www.youtube.com/watch?v=6m1gmdLmwuU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Relationship Between Fed Rate Cuts and Treasury Yields Explained" https://www.youtube.com/watch?v=bnFVM2_njAE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #PortfolioBalance #SexyStocks #MagnificentSeven #2024Election #MonetaryPolicy #JeromePowell #JamieDimon #RateCuts #Bonds #TenYearTreasury #FedFundsRate #TreasuryYields #FallingYields #HighCorrelation #RateCuttingEnvironment #FederalReserve #EconomicPolicy #MarketTiming #InvestingStrategies #PortfolioManagement #BuyingTheDip #StockMarket #InvestmentTiming #CashManagement #MarketMoves #StrategicInvesting #FinancialTips #InvestmentDecisions #StockPortfolio #FinancialMarkets #MaximizingCash #Buying shares #BetterPrice #Market#Entry #MarketExit #InvestmentAdvice #Markets #Money #Investing

The Daily Business and Finance Show - Tuesday, 9 July 2024 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: The Warren Buffett indicator or market cap to GDP ratio hit its highest point in history Fed needs more good inflation data to cut rates: Jerome Powell's testimony to Congress Bill Gross: Tesla is acting like a meme stock Jeff Bezos sells another $863.5M worth of Amazon shares Nvidia CEO Huang sells another $30.7M in shares as part of trading plan David Ellison says Paramount will transform into a 'media and tech' company - FT report Celsius shares slide as scanner data shows slowing sales Apple in spotlight as Piper Sandler ups price target, but says good news is 'priced in' Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode for 24th May 2024, we talk about the famous Buffett Indicator and why it may not always predict stock market crashes or draw a fair picture of the economy.

In this episode, we explore the Buffett indicator. Can this metric be used to predict the performance of the share market in relation to its average return?

Thank you to Passiv for sponsoring today's video - https://passiv.com/?ref=RGAMTXSUAMOne of our favourite tools to help manage your portfolio. Try them out for completely free today! If you've never heard of the Buffett Indicator, this video will tell you what you need to know. Today, the indicator is flashing a warning, saying that we can prepare for lower returns over the next decade. Learn how Warren Buffett's favourite metric can help you be a better investor.

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.

IN THIS EPISODE, YOU'LL LEARN: 09:18 - Understanding the basics of valuations and how to interpret price multiples. 17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward. 25:46 - What Lance thinks are some catalysts that could cause the market to mean revert to historically normal valuation levels. 31:35 - Why the Buffett Indicator is a valuable valuation tool and why it is saying markets are overvalued today. 38:05 - The relationship between earnings and GDP and why EPS cannot grow faster than GDP in the long run. 49:50 - Why Lance thinks bonds are the best investment right now and what investment strategy he recommends.And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out: RIA Advice.Lance's Youtube Channel: Real Investment Show with Lance Roberts.Lance Podcast: Real Investment Show with Lance Roberts.Related Episode: Studying SuperInvestors, Investing Checklists, & Seritage Growth Properties w/ Tom Botica - MI148.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One. Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Enjoy a 400-calorie meal that contains 40g of expertly sourced, premium plant protein, all 26 essential vitamins and minerals, and a scientifically calibrated mix of carbs, good fats and fiber with Huel Black Edition. Plus, get a free t-shirt and free shaker with your first order.Take a position daily on potential price movements, and gain exposure while limiting risk with Interactive Brokers.Join Steadily and BiggerPockets in recognizing and celebrating landlords nationwide by participating in the #AmericasBestLandlord contest. Find out how you can win $10,000 today.Support our free podcast by supporting our sponsors. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to the Legacy Investing Podcast. In this episode, Nathan and Josh discuss the Buffett Indicator, and what it is currently telling us. They also check back in with one of the show favourites, Codan. *Disclaimer* All information on the Legacy investing podcast is the opinion of the hosts and is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of The Legacy Investing Podcast and any contributors to the podcast are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions, you should consult a licensed financial professional.

AMR's CEO, Chris Boyd, CFP®, Lead Financial Planner, Scott Birmingham, CFP®, and CIO, Brian Regan, CFA®, open the show talking about the job market environment and its implications on the Federal Reserve's rate hike outlook. They discuss the change in natural gas flow through Europe's Nord Stream pipeline, what it means for that region, and then mention US petroleum reserve levels and what that means. The Team shifts gears to discussing the rental housing market, where finding affordable rental housing has been a challenge as they mention the importance of having housing options.  They cover the Buffett Indicator, what it is and how it can be a good indicator of an overvalued or undervalued market environment. Brian cautions us on relying too much on one particular data point. They discuss whether it's better to start your retirement investments during a bull market vs bear market. AMR's Marketing Director, Cathi Ingersoll, joins as Chris answers questions on market drivers/indicators, college planning, and more. 

Market opinions are all over the place right now. From inflation, war, and recession fears… To the Ethereum merge and crypto price crashes… Most people are caught up in a sea of messy confusion.  So in today's We Talk Money episode, we're going to clear up the ONLY narrative that matters right now for bitcoin's price… And how to protect your capital in uncertain times. You'll also learn: Why people are “revenge trading” right now (and how to stop) Is the Ethereum merge bullish or bearish? What are the best guaranteed inflation hedges? Why is the Buffett Indicator calling for a market crash? And answering a bunch of your questions!

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On today's show Ben Carlson is joined by Ritholtz advisor, Blair duQuesnay to answer questions about the Buffett Indicator, buying/leasing a car, when to hire a financial advisor or accountant, taking out a 401k loan, and more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribeCheck out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Blair duQuesnay, Ben Carlson, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.See a complete list of disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ See acast.com/privacy for privacy and opt-out information.

The Moneywise Guys Thursday, January 6th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-463-8264 text in anytime: 661-396-1000 email: info@moneywiseguys.com website: www.MoneywiseGuys.com

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCASTAn ugly day today as iron ore continues to fall and banks give it up. Defensive stocks doing okay. Tech getting wrecked. We look at the Buffett indicator which agrees with a few US strategists that having doubled in 18 months the market is precarious. We look at the shuffling nickel sector and wonder whether the takeover interest might filter down to the minnows (one day). Most of the brokers don't like Macquarie after their update yesterday but what would they know, they've been wrong so far. Mao Tse-tung and Michael Buble finish us off. 

This episode is also available as a blog post: http://confoundedinterest.net/2021/07/26/stock-market-remains-in-bubble-territory-as-buffett-indicator-and-shiller-cape-ratio-point-to-t-r-o-u-b-l-e/

This episode is also available as a blog post: http://confoundedinterest.net/2021/04/26/fed-fomo-buffett-indicator-higher-than-dot-com-bubble-redfin-home-price-index-plywood-prices-soaring-etc/

Warren Buffett, the famous stock market investor and billionaire, developed a stock market indicator that came to be known as the “Buffett Indicator.”From Carmen Ang a writer at the website Visual Capitalist said, “This ratio, now commonly known as the Buffett Indicator, compares the size of the stock market to that of the economy. A high ratio indicates an overvalued market—and as of February 11, 2021, the ratio has reached all-time highs, indicating that the U.S. stock market is currently strongly overvalued.” How this ratio is calculated is by dividing the value of the stock market by gross domestic product (GDP). The article states that the ratio is sitting at 228% which is 88% higher than historical averages. The article went on to state that the low interest environment is one culprit of the ratio being so high. If you enjoy charts, you may enjoy reading the article linked here.With alarming news like this, it’s important to understand the why in how you are invested. Then you can know if your allocations are correct for your purposes.If you haven’t evaluated how your portfolio is allocated lately, I’d be happy to review it with you and evaluate whether you’re likely to meet your goals or not. If you’d like to talk through this, please  call our office at 864.641.7955.Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Clients Excel, LLC are not affiliated companies. Investing involves risk, including potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the insuring carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet particular needs of an individual’s situation. Clients Excel is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Clients Excel. The use of logos and/or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or our program.

There are other reasons for the Buffett Indicator ratio to be trending higher. Corporate earnings are growing nearly twice as rapidly as the growth in nominal GDP. The Buffett indicator, though at high historical levels, is not per se signaling that the market is overvalued.

We'll be answering the personal finance questions you might be afraid to ask. Best-selling author and syndicated Washington Post columnist Michelle Singletary joins the Express to share the real truths, realities, and solutions to our money problems. It's a huge week ahead for corporate earnings, direct listings, and economic reports, and we set you up for what to expect. Plus, why are cautious investors starting to worry about the so-called "Buffett Indicator"? We break it down as The Investopedia Express rolls on.

We'll be answering the personal finance questions you might be afraid to ask. Best-selling author and syndicated Washington Post columnist Michelle Singletary joins the Express to share the real truths, realities, and solutions to our money problems. It’s a huge week ahead for corporate earnings, direct listings, and economic reports, and we set you up for what to expect. Plus, why are cautious investors starting to worry about the so-called "Buffett Indicator"? We break it down as The Investopedia Express rolls on. See acast.com/privacy for privacy and opt-out information.

This episode is also available as a blog post: http://confoundedinterest.net/2021/03/28/the-scream-buffett-indicator-sky-high-along-with-home-prices-as-money-printing-has-goes-wild/

If you read the financial press often you might see reference to The Buffett Indicator -- so what is it?

In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 2/19/2020. The Posts We Discuss What GameStop's Crazy Ride Can Teach Us About Investing – Validea's Guru Investor Blog The Elusive Definition of Risk – And Some Practical Ways to Measure It (Ep. 71) – Validea's Guru Investor Blog Market Cap-to-GDP valuations: The Buffett Indicator Revisited – Validea's Guru Investor Blog Commodities Set to Boom after 10 Years of Underperformance – Validea's Guru Investor Blog Find Out More About Validea https://www.validea.com Follow Jack on Twitter https://www.validea.com/practicalquant Follow Justin on Twitter https://www.validea.com/jjcarbonneau Follow Us on YouTube https://www.validea.com/excess-returns-podcast

Honest Question: Is the total market cap of the markets greater than the overall U.S. GDP and by how much? I know, trivial question, but not as trivial as is your BAC above 8% cuz drink responsibly. Find us on Facebook, Twitter, & Instagram @DRUNKENOMICAL Patreon: patreon.com/drunkenomics merch: shop.spreadshirt.com/drunkenomics Stay Drunkenomical y'all! A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com.

Francis Tan, Investment Strategist, UOB Private Bank discusses the market reaction to the latest US fiscal relief measures, and what the Buffett Indicator is saying about whether to buy or sell now. See omnystudio.com/listener for privacy information.

Mcap has touched new highs, and if we look at Warren Buffett famous indicator Mcap-to-GDP, it is trading at 82% which is greater than the 10-Year average of 76% but thankfully it is not euphoric, Nitin Singh Managing Director & CEO, Avendus Wealth Management said in D-Street Talk podcast with Moneycontrol.

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's website: http://www.farnam-street.com/ Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.

What To Do With Valuations Near All Time Highs Out of everything I do, I love helping people learn and improve their skills and knowledge the most. But talking to students and clients, and being with them when they finally “get it”, and when concepts, terminology and techniques begin clicking into place, is absolutely amazing to be a part of. Learn The Top 7 Tips I've Developed Over The Last 12+ Years That Will Help You Find Great Stocks Faster for FREE by clicking the link below.. https://valueinvestingjourney.clickfunnels.com/optin-26253949 Because I’m a huge believer that once you have the proper value investing foundation down – or any skills basic foundations – it will make things much easier to learn down the road for you. Get your 5 Free Gifts that will help you become a better value investor faster by going here - https://riveraholdings.activehosted.com/f/1 If you’re learning about value investing, Value Investing Journey is dedicated to developing your knowledge, skills, and confidence as a value investor. Download A Free Copy of My Acclaimed Value Investing Education Book How To Value Invest By clicking the link below… https://mastermind.valueinvestingjourney.com/vijfreebook To get more updated videos like this make sure to subcribe to my youtube channel in the link below… https://www.youtube.com/channel/UCPU_d18Co-t8Bhmuey33W-w?sub_confirmation=1 Here are three of our most popular playlists with viewers… • Basic Value Investing, Finance, And Investing Education Playlist go here - https://www.youtube.com/playlist?list=PLfmorMVSKq1c5QRIMjccoVBOuGkeKzKCY • Value Investing Case Study Videos Playlist go here - https://www.youtube.com/playlist?list=PLfmorMVSKq1edLBLeG2-ESJkgc_q589aR • Value Investing In Your Car Episodes - https://www.youtube.com/playlist?list=PLfmorMVSKq1djyTsL0LSmPbGr9385MANE To listen to our podcasts, use the following links… • Value Investing In Your Car - https://anchor.fm/jason-rivera • I Love Value Investing - https://anchor.fm/jason-rivera2/ Also, make sure to check out our website – https://www.valueinvestingjourney.com/– which has twice been named a Top 50 Value Investing Blog In The World. If you want more great info now make sure to go here to sign up to our mailing list and get my first book How To Value Invest for free - https://mastermind.valueinvestingjourney.com/vijfreebook Here are the additional resources related to this topic: Shiller P/E - https://www.multpl.com/shiller-pe S&P 500 Has Never Been More Expensive - https://www.wsj.com/articles/the-median-s-p-stock-has-never-been-more-expensive-11598202000 Buffett Indicator - https://www.gurufocus.com/stock-market-valuations.php Masterclass - https://www.valueinvestingjourney.com/value-investing-masterclass-lifetime-access/ Five Free Gifts - https://riveraholdings.activehosted.com/f/1 What’d you think of the topic above? Do you have any tips of your own you think I missed? Let me know in the comments below. #investing #business #finance --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/jason-rivera/support

September 3 2020 Commentary on the Economy and the Markets with a special discussion on the Buffett Indicator and what it says about the market's valuation.

Join us for a fun-filled hot topic episode where we dive into all the craziness in the world we live in.

Untuk mengetahui tentang valuasi suatu indeks / pasar suatu negara, kita dapat menggunakan "Buffet Indicator". Nah simak penjelasan berikut untuk tau lebih jelas apakah valuasi IHSG itu murah / mahal menurut Warren Buffett. Check this out!!!

Would you like the opportunity to get on a call with someone high up from my team on how we can help scale your stock account? Check this out http://scaleyourstockportfolio.com/How to Create a LOW RISK HIGH REWARD Stock Account from scratch https://yourfinancialfortress.com/applyHow I made $100,000+ from just 1 stock case study https://yourfinancialfortress.com/100k-case-studyHow to outperform the stock market in 2020 and every year free article I wrote http://financialeducationcourse.com/outperform7 Sins of Stock Market Investinghttps://7sinsofstockinvesting.com/financialeducation*My Instagram is : FinancialEducationJeremyFinancial Education 2Want to know the top 5 Stock Market apps I use? Click the link and I will send you the free pdf to your email https://bit.ly/2sjkpInWhat is known as the Buffett indicator is going cra cra right now... The Warren Buffett indicator is flashing and if you are in the stock market you need to do this now with your stocks!

*Known in investing circles as the “Buffett Indicator,” it's the measure of the total market cap of all U.S. stocks relative to the country’s GDP.* *Today's Stocks & Topics: SPCE - Virgin Galactic Holdings Inc., PEK - Peak Resources Ltd., DHT - DHT Holdings Inc., NET - Cloudflare Inc. Cl A, FVRR - Fiverr International Ltd., XOM - Exxon Mobil Corp., AMZN - Amazon.com Inc., Mortgage Rates.* *TRIVIA QUESTION: "Can you name 4 of the MOST FAMOUS United States monopolies, known largely for their historical significance?"* *Plus: Key Benchmark Numbers and Market Comments for: Oil, Gasoline, Gold, Silver and Treasury Yields.* Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations Advertising Inquiries: https://redcircle.com/brands

Today, Charlie discusses more challenges for Lyft, why the Buffett indicator shows a crash may be coming, a challenge for Apple in China and disappointing earnings from Cisco. **Topics discussed:** 1. Lyft lost more than $200 million dollars la... Today, Charlie discusses more challenges for Lyft, why the Buffett indicator shows a crash may be coming, a challenge for Apple in China and disappointing earnings from Cisco. Topics discussed: Lyft lost more than $200 million dollars last quarter, and although rides are up, legal challenges in California cause the company to suspend business in the state. Warren Buffett’s favorite stock market crash indicator is flashing. Apple may not be allowed to have China’s number 1 app on the app store which could lead to terrible consequences, and Cisco has not been able to capitalize on the pandemic the way many other tech companies have. Links mentioned in this episode: www.invstr.com/more-falls-for-lyft? www.invstr.com/the-buffett-indicator invstr.com/13-august-watchlist-2

Thursday, stocks had a good day yesterday. But Warren Buffett says it's time for caution. The "Buffett Indicator" flashed caution in 2000, 2008 and 2018 it's in the danger zone again. Have a look at the attached article.Amazon is getting more competition. Lowes and Home Depot are building fulfillment centers to handle online orders. (Article attached)Uber and Lyft may leave California and Stein Mart Files for Bankruptcy

In today's how to invest and trade like a pro podcast episode, Linus shares his views on what this record reading means for us investors and whether there are still deals to be found in the stock market moving forward. CONNECT WITH ME ON SOCIAL MEDIA: Facebook: www.facebook.com/linuslimmj/ Instagram: www.instagram.com/linuslimmj/ Youtube: www.youtube.com/linuslimmj/

This week Joel and Matt use a summary of current financial news such as the Market Share of Tech Giants & the ominous warnings of the Buffett Indicator to explain modern portfolio theory. These Macroeconomics espouse efficiency and spending an hour learning the basics of how to balance your portfolio as we creep towards a recession seems like a good use of time.   Follow us on IG HoldMybread Email us HoldMyBread@gmail.com    Thank you for the support

Regardless of what you might think about him, when Warren Buffett speaks, just about every investor pays attention. And for good reason. Since 1964, the “Oracle of Omaha” has amassed returns of 2,744,062%. That's million, with an “M.” Those are impressive gains to say the least. You can see why, when Buffett acts, our ears perk up anytime Buffett speaks or Berkshire Hathaway Inc. (NYSE: BRK.B) makes a move. Perhaps the biggest thing investors pay attention to when it comes to Buffett is the hidden indicator he uses to determine how to invest his billions. In this episode of https://moneyandmarkets.com/podcast/ (The Bull & The Bear), host Matthew https://moneyandmarkets.com/author/mclark/ (Clark) talks with https://moneyandmarkets.com/what-is-the-sp-500-how-does-it-work/ (Money & Markets) contributor Charles Sizemore about the Buffett indicator, which https://moneyandmarkets.com/what-the-buffett-indicator-tells-us-about-stock-market-valuation/ (Sizemore wrote about this week) on the site. While this “secret sauce” — not that it's really a secret — has helped Buffett achieve fame and wealth as an investor. It's why people pay attention to what he does. We discuss the indicator, but also dive deeper into what that indicator should be telling you, the investor, and how you should act. You might be surprised at what the message really is. The Bull & The BearLed by https://moneyandmarkets.com/what-is-the-sp-500-how-does-it-work/ (Money & Markets) Chief Investment Strategist Adam https://moneyandmarkets.com/expert/adam-odell/ (O'Dell) and a team of finance journalists, traders and experts, Money & Markets gives you the information you need to protect your nest egg, grow your wealth and safeguard your financial well-being. You can listen to The Bull & The Bear on https://podcasts.apple.com/us/podcast/the-bull-the-bear/id1510637575 (Apple Podcasts), https://open.spotify.com/show/4dvrXsOjjW9jbv3Q3YYeE6 (Spotify) and https://www.google.com/podcasts?feed=aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vdGhlLWJ1bGwtdGhlLWJlYXIv (Google Podcasts). Make sure to subscribe and leave us a review. Be sure to also subscribe to our https://www.youtube.com/channel/UCMehDkFZ_8PqXuSjBtCVOKg/ (YouTube channel) for more videos and information. Have something you want us to talk about? Email us at thebullandbear@moneyandmarkets.com and give us your thoughts. Check out https://moneyandmarkets.com/ (MoneyandMarkets.com) and sign up for our free newsletters that deliver you the most important and unbiased financial news, commentary and actionable advice. Also, follow us on: https://www.facebook.com/moneyandmarkets (Facebook) https://twitter.com/TheMoneyMarkets (Twitter) https://www.linkedin.com/company/money-and-markets (LinkedIn)

Doesn't that sum up this market? Each day we are seeing extreme moves, with 1,000 point days now commonplace. Of course, the overall trend is down, with the market switching from record highs to bear market levels in the shortest time on record. So like Yogi and his teammates were heading down the highway, but the question of the day is heading to where? Is there some landmark that we can used to tell us exactly what might be our destination. So here's one I'd like to bring out of retirement, its called the Buffett Indicator, because it was popularized by the well-known Chairman of Berkshire Hathaway. Although its been a while since he talked about.

Doesn't that sum up this market? Each day we are seeing extreme moves, with 1,000 point days now commonplace. Of course, the overall trend is down, with the market switching from record highs to bear market levels in the shortest time on record. So like Yogi and his teammates were heading down the highway, but the question of the day is heading to where? Is there some landmark that we can used to tell us exactly what might be our destination. So here's one I'd like to bring out of retirement, its called the Buffett Indicator, because it was popularized by the well-known Chairman of Berkshire Hathaway. Although its been a while since he talked about.

Doesn't that sum up this market? Each day we are seeing extreme moves, with 1,000 point days now commonplace. Of course, the overall trend is down, with the market switching from record highs to bear market levels in the shortest time on record. So like Yogi and his teammates were heading down the highway, but the question of the day is heading to where? Is there some landmark that we can used to tell us exactly what might be our destination. So here's one I'd like to bring out of retirement, its called the Buffett Indicator, because it was popularized by the well-known Chairman of Berkshire Hathaway. Although its been a while since he talked about.

Doesn't that sum up this market? Each day we are seeing extreme moves, with 1,000 point days now commonplace. Of course, the overall trend is down, with the market switching from record highs to bear market levels in the shortest time on record. So like Yogi and his teammates were heading down the highway, but the question of the day is heading to where? Is there some landmark that we can used to tell us exactly what might be our destination. So here's one I'd like to bring out of retirement, its called the Buffett Indicator, because it was popularized by the well-known Chairman of Berkshire Hathaway. Although its been a while since he talked about.

Doesn't that sum up this market? Each day we are seeing extreme moves, with 1,000 point days now commonplace. Of course, the overall trend is down, with the market switching from record highs to bear market levels in the shortest time on record. So like Yogi and his teammates were heading down the highway, but the question of the day is heading to where? Is there some landmark that we can used to tell us exactly what might be our destination. So here's one I'd like to bring out of retirement, its called the Buffett Indicator, because it was popularized by the well-known Chairman of Berkshire Hathaway. Although its been a while since he talked about.

Doesn't that sum up this market? Each day we are seeing extreme moves, with 1,000 point days now commonplace. Of course, the overall trend is down, with the market switching from record highs to bear market levels in the shortest time on record. So like Yogi and his teammates were heading down the highway, but the question of the day is heading to where? Is there some landmark that we can used to tell us exactly what might be our destination. So here's one I'd like to bring out of retirement, its called the Buffett Indicator, because it was popularized by the well-known Chairman of Berkshire Hathaway. Although its been a while since he talked about.

Doesn't that sum up this market? Each day we are seeing extreme moves, with 1,000 point days now commonplace. Of course, the overall trend is down, with the market switching from record highs to bear market levels in the shortest time on record. So like Yogi and his teammates were heading down the highway, but the question of the day is heading to where? Is there some landmark that we can used to tell us exactly what might be our destination. So here's one I'd like to bring out of retirement, its called the Buffett Indicator, because it was popularized by the well-known Chairman of Berkshire Hathaway. Although its been a while since he talked about.

Doesn't that sum up this market? Each day we are seeing extreme moves, with 1,000 point days now commonplace. Of course, the overall trend is down, with the market switching from record highs to bear market levels in the shortest time on record. So like Yogi and his teammates were heading down the highway, but the question of the day is heading to where? Is there some landmark that we can used to tell us exactly what might be our destination. So here's one I'd like to bring out of retirement, its called the Buffett Indicator, because it was popularized by the well-known Chairman of Berkshire Hathaway. Although its been a while since he talked about.

Doesn't that sum up this market? Each day we are seeing extreme moves, with 1,000 point days now commonplace. Of course, the overall trend is down, with the market switching from record highs to bear market levels in the shortest time on record. So like Yogi and his teammates were heading down the highway, but the question of the day is heading to where? Is there some landmark that we can used to tell us exactly what might be our destination. So here's one I'd like to bring out of retirement, its called the Buffett Indicator, because it was popularized by the well-known Chairman of Berkshire Hathaway. Although its been a while since he talked about.

Grab a snack, there's a lot to talk about in this episode! We talk about Visa's acquisition of Plaid, how Intuit has made ChronoBooks exclusive to QuickBooks Online Advanced, and Expensify's newest release - Karma Points. We'll also dig into the reasons why FASB is the villain, more consequences of California's Consumer Privacy Act, along with why email is the biggest threat to small business, how even more elaborate frauds are swindling big business, and check fraud. There's discussion about Walmart's attempt at warehouse automation, and why the "Buffet Indicator" may be a fairly reliable warning sign that the stock market is headed for another big crash.

This program, recorded in December, is a serious discussion of market indicators. For those in the market who may not know of the Buffett Indicator, this is a must-listen-to program.

Welcome to the Broken Pie Chart Podcast Episode 11. In this episode Derek Moore discusses how changes in interest rates affect not only obvious things like car loans and home loans but also potential stock market and stock valuations. How does a higher discount or interest rate change the present value of earnings? Key  Takeaways: • How Do Higher Interest Rates Potentially Affect Stock Valuations? • What is the Discount Rate? • How Do Interest Rates Affect the Value of Future Earnings or Cash Flows from Companies? • How Do Interest Rates Affect the Present Value of Payments? • Why Net Present Value Changes Depending on Higher Discount or Interest Rates • Comparing the Value of Future Earnings Across Various Interest Rates • Difference in Home and Car Loan Payments Depending on Interest Rates • Fundamental Analysis and Interest Rates • What is Free Cash Flow? • How the Fed Keeping Rates Low Encouraged Investments That Otherwise Wouldn’t Qualify • Interest Rates Rising Effect on Bonds   Mentioned  in  this  Episode:     Broken Pie Chart Book by Derek Moore https://amzn.to/2MibTSk   Buffett Indicator https://razorwealth.com/the-buffett-indicator-explained/

Welcome to the Broken Pie Chart Podcast Episode 8. In this episode Derek Moore reviews the so-called Buffett Indicator as well as the Shiller PE Ratio. With markets once again at all-time highs we are seeing some various articles and commentary on how to tell what market valuations might be considered too high or low.  Key  Takeaways: • What is the Warren Buffett Indicator? • How is the Buffett Indicator calculated? • Where to find the Nominal GDP and market cap to use to calculate the Buffet Indicator • How do interest rates affect stock market valuations? • Present value versus future value of future earnings estimates • What is the Shiller PE Ratio? • How is the Shiller PE Ratio Calculated? • Rolling average of S&P 500 Index earnings vs current PE Ratio • Possible solutions to protecting downside market moves • How valuation indicators may or may not predict future market moves   Mentioned  in  this  Episode:     Razor Wealth article explaining Buffett Indicator https://razorwealth.com/the-buffett-indicator-explained/   Fortune Article http://archive.fortune.com/magazines/fortune/fortune_archive/1999/11/22/269071/index.htm Nominal GDP https://fred.stlouisfed.org/series/GDP Wilshire 5000 Full Cap Price Index https://fred.stlouisfed.org/series/WILL5000PRFC Nonfinancial corporate business; debt securities; liability, Level (NCBDBIQ027S) https://fred.stlouisfed.org/series/NCBDBIQ027S Shiller PE Ratio http://www.multpl.com/shiller-pe/   Broken Pie Chart Book by Derek Moore https://amzn.to/2MibTSk

The Moneywise Guys Friday, July 27th www.MoneywiseGuys.com  

Hi everyone and welcome to another Wealthy and Wise Wednesday. Glad you could join us for our podcast. 00:00:07 We're pushing into the Christmas season. We're just a…gee...we're just a few weeks away. Always excited for the Christmas season especially with family coming home and all that good stuff. Our youngest daughter is away at college and she'll be home with us for a few weeks and I'm definitely looking forward to that. Looking forward to hanging around with the grandkids and watching all those innocent and surprised looks when it comes to Christmas time. 00:00:39 So pushing the end of 2017. I hope it's been a good 2017 for you. I hope it's been prosperous. And I hope more than that, I hope 2018 looks really good for you and that you're making some good steps, good financial stabs to make it the best 2018 ever. 00:00:59 And we were under a lot of pressure right now with what's going on in our economy and everything. We've got the Dow is, man, near its all-time high over 24,100. I mean, it's just crazy. I remember, gosh, when I first started, I think the Dow is about 500 or 600. I don't know. You see, it's crazy what's happened over these years. And now over 24,000. Nasdaq at 6700 in the S&P 500 at 2600, which brings us to the conversation of today and that is—is this thing going to crash? 00:01:48 I wish I had a little crystal ball here and I could look out into the future, but sad to say, I'm maybe not a very good barometer. I've been thinking this thing was going to crash for the last two maybe even three years. It's been really hard to get money active in the stock market because everything's been so overvalued. And unfortunately, reminds me of the late 90s when I went through all this with the internet stocks and how fun that was. I had to watch portfolios just go crazy and then decimated within no time at all. 00:02:26 Just used to be so easy. You really thought you were smart too that you, “Oh I bought this stock or I bought this stock back in the 90s,” when basically anything you bought went up and went crazy. I happened to be on vacation one day. Well, for about a week and I would wake up in the morning and trade a few stocks. And there were days where I was making 10, 20, $30,000 in a day while I'm on vacation. And thinking, “Holy smoke! If this thing keeps going, this is going to be a great life.” And everybody thought it was going to keep going. 00:03:07 Keep in mind that the market has a way of proving the most number of people wrong. And so, as you see more and more people get comfort out of this market, maybe less worry, maybe even putting more money in, you can almost rest assured that that's probably coming to its tipping point. 00:03:30 So speaking of tipping point, that's kind of what I want to talk about today, what are some things that you can look at to get at least an assessment of where the market is now and what that might mean in the near future. And I don't look at a ton of indicators. I'm not a guy who just studies and analyzes everything that happens in the market but there are a few indicators that I've watched for decades now that are always to me worth watching because they give us some hint as to at least where we are and some hint to where we may be going. 00:04:12 The first one I want to talk about, and by the way, if you're watching us on this on video, I'll be able to show the graphs. If this is a podcast, I'll describe them or if you're listening to us on a podcast, I'll describe in the best I can. But I also want to put them in our show notes so just go to wisemoneytools.com/24 and that will get you to this podcast and then you can see the show notes and these graphs and charts. And really, we are going to talk about a couple of them. Most of them you can probably just imagine in your mind. But for those of you who are watching us on video, I'll pop them up there. 00:04:55 Well, the first one that I want to talk to you about is called the Shiller PE. For those of you who don't know what PE stands for, that means Price Earnings Ratio. And essentially, what they do is just it's the price and the earnings divided so that they get some sort of a ratio, the price of the stock versus the earnings of the stock is what it boils down to. And PE Ratios are used commonly in fundamental analysis. This is when people are trying to figure out if a stock is worth buying at its current price or if it should be valued higher or lower. 00:05:30 So the Shiller PE is unique in the way it does things and basically, here's a couple of numbers to be aware of. So the median, meaning the average. But the median Shiller PE price since like 1890 has been right around 16, 17, somewhere in there. Little higher in some decades, little lower in others, depending on what's going on. 00:05:58 But if we go back to the Crash of 29. So 1929 where was that Shiller PE? Well, it was right at 30. So again, as a comparison, the median is about sixteen. So it's about double the median and right at 30 when here comes the Crash of 29. And for years, it just took forever to make that money back. If we look then at, let's see, the next time frame where things are just really bad, we went from about 1940 to almost 1960 where the markets just really didn't do a whole lot. And finally Black Monday. I shouldn't say finally but our next stop will be Black Monday. 00:06:54 For those of you who are a little bit older as 1987, October of 1987, when the stock market took the biggest one-day crash ever, I think it's still one of the largest one-day drop in history. But then our Shiller PE was right at about 19. Okay. But, then it went crazy. And going back to our conversation about the internet boom, the Shiller PE before the internet bust got to an all-time high, historical, never has been hit again at about 44. 00:07:37 So when that internet just ballooned, ballooned, ballooned and ballooned and when that finally busted, the Shiller PE was at 44. So the only way that makes any sense is to see where we're at today. So remember the Stock Market Crash of 29 at 30, the Black Monday Crash in 87, we were pushing about 19 and today, we set at almost 32. So we're significantly almost double what it was in 87, we're just about a little bit higher than the Crash of 29. And that just gives you a little perspective that from a price-earnings relationship, we are way, way overvalued. 00:08:28 And just if you could see this chart, those of you who are looking at it, you can see that we bounced against 20 and 25 regularly and then we drop back down to that median and then we bounce up to that 1825 again and then we drop back down, just normal ebb and flows and cycles of the market. So anytime we have a run where we're getting up into the 30 range, we've been on quite a terror. And it's been great. Don't get me wrong. I think a lot of people have enjoyed this but the question is how many people will end up holding on to any significant gains if this market were to make a correction back to the median, back down to 16. 00:09:12 Basically, we need 40 to50% drop to get there. And what's that going to look like to all these people over the last seven, eight, nine years that have done really well and have seen their portfolios grow, those that went through the crash of 2008 or at least back ahead and moving forward. But what would happen if this thing goes back down to the median? Okay. So that's one indicator. 00:09:39 The other indicator is kind of interesting to me because it's what's commonly referred to as the Buffett Indicator and basically, it's Warren Buffett's favorite indicator or so they say. I haven't talked to him personally so I don't really know but yeah it is published that it's one of his favorite indicators. And what it does is it takes the total value of the stock market, all the equities combined and then it divides it by the GDP, the Gross Domestic Products. So if you take the value of the entire stock market and divide it by the gross domestic product of the United States, you come up with this ratio. 00:10:24 And this ratio is supposed to give us some indication if we're overvalued or undervalued. And so you can kind of see how this works. Again if I go back to, oh this one doesn't even go back to the Crash of 29, but there are sometimes along the way that we can look at 87. This indicator was at 32. Okay. Excuse me, 87, 85, 86, sorry it was at 60. So right at 87, when the Crash of 87 took place, this indicator was at 60 and it's 60%. Basically, GDP is 60% or the equities are… numerator, denominator. 00:11:14 Yes, so 60% is where it was in 87. If we go back to the crash of the internet boom, the internet bust, I should say, we were at 151%. So quite a bit higher than the 87 crash. And today, we're at 133% back at the crash or in 2010 when we started moving up, the indicator dropped all the way down to 58. So what happened is from 151 at the internet peak, it had kind of worked its way all the way down to 58 before it started moving up again to today's value of 133. 00:12:05 Now, what does that mean? Okay, again, so perspective. What this ratio supposed to mean is this—any time the ratio is below 50%, that means that stocks or equities are significantly undervalued. In other words, they're probably a good buy. Everything is way undervalued and maybe a good time to get your feet wet. If the ratio is between 50% and 75%, it indicates that the market is mostly undervalued. Still, probably a good time to be getting involved. When the ratio is 75% to 90%, it's considered fair value, which means, you may or you may not move very quickly from that position but it's fairly valued and you should be okay. Alright? 00:13:02 When it's from 90 to 115%, it's considered modestly overvalued and that's when you got to kind of hunt and find those stocks or those companies that may be undervalued. Anything over 115% is considered significantly overvalued. So here we are, basically right now at 139 and some change. So we are significantly overvalued. 00:13:38 This might be the reason why Warren Buffett is sitting with over a hundred billion dollars in cash as of August. And that that might tell you that he's not too impressed and not putting money into this market because of its current valuations. And of course, he's considered the value investor of all times. It's probably not very accurate description because value investing means different things to different investors but he certainly knows how to buy into companies when they're undervalued and that's what he's done his whole life and why he's been probably deemed as the greatest investor ever. 00:14:23 So he sees this market as significantly overvalued. Shiller PE puts it at one of the highest points in history in terms of when other markets took significant corrections. So again, we don't have a crystal ball and certainly not trying to tell you what you should be doing but at least maybe give you an indication and a sense of where we're at so that you can make some good sound financial decisions as to where you think your money should be and if it's time to maybe take a little bit off the table or maybe you just feel lucky and you want to get more money involved. Who knows? But it's just good to have a good idea and a sense of where things are. 00:15:11 Well, that's about it for this podcast on our market analytics and I hope it was worthwhile. And again if you'd want to see these charts and graphs, either watch this on video or jump on to our website and go to our podcast, podcast 24 and there you'll see the charts and graphs. 00:15:34 As always, if you have any questions, shoot them two questions@wisemoneytools.com. I'll answer them just as quickly as we can. And in the meantime, if you ever want to just have a moment where you can have a strategy session, you can also request that too at the same email, questions@wisemoneytools.com. And we're going to have a quick little strategy session just to see how you're doing or how is it working and some of the ideas and strategies that we work with that have been very helpful and fruitful for many, many of our clients across the country. 00:16:13 In the meantime, I hope you just have a great holiday season. I know we're going to catch up another couple times before Christmas but it's always good to have a few days during Christmas where you can reflect and think and maybe help someone else out along the way and give off yourself this time of year. And then prepare both financially, mentally, physically, spiritually for 2018 and what that might bring to you and your family. 00:16:48 So glad to have you here on our podcast and look forward to talking to you next week. Hope you had a great Wealthy and Wise Wednesday and a great rest of the week. Until next week. Take care.

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Bubbles are just a fact of investing. At some time or other, every asset class has been in a bubble. Whether it's the dot-com bubble of the 90s or the housing bubble in the 2000s, booms and busts are commonplace at this point. When they happen you have to make sure you're diversified and prepared for the downturn. But what happens if it's not just one asset class? What if the bubble is...everything? Mish Shedlock, economist and investment advisor at SitkaPacific Capital Management, talks with Jason about just this phenomenon, and provides some thoughts on ways you can protect yourself in the middle of this everything bubble. Key Takeaways: [3:07] Mish's Rule of Progress [10:23] The Shiller P/E Ratio Chart and what it says about the market today [12:08] The Buffett Indicator [16:03] The Mish Shedlock investing thoughts for right now [19:41] How asset inflation is leaving investors behind [24:07] Some real estate price examples on the East coast that show the dangerous bubble we're probably in, and how policies are set up to aid the rich in their wealth creation Website: www.MishTalk.com www.MishMoments.com

At some time or other, every asset class has been in a bubble. Whether it's the dot-com bubble of the 90s or the housing bubble in the 2000s, booms and busts are commonplace at this point. When they happen you have to make sure you're diversified and prepared for the downturn. But what happens if it's not just one asset class? What if the bubble is...everything? Mish Shedlock, economist and investment advisor at SitkaPacific Capital Management, talks with Jason about just this phenomenon, and provides some thoughts on ways you can protect yourself in the middle of this everything bubble. Key Takeaways: [2:57] Mish's Rule of Progress [10:13] The Shiller P/E Ratio Chart and what it says about the market today [11:58] The Buffett Indicator [15:53] The Mish Shedlock investing thoughts for right now [19:31] How asset inflation is leaving investors behind [23:57] Some real estate price examples on the East coast that show the dangerous bubble we're probably in, and how policies are set up to aid the rich in their wealth creation Website: www.MishTalk.com www.MishMoments.com

Bubbles have come and gone throughout history. One area expands too much and crashes, but there are usually other asset classes that are insulated from the bust. But what if it's an everything bubble? What if real estate, stock markets, commodities, and everything else is in a bubble? What can you do in that situation? Jason Hartman talks with Mish Shedlock, economist and investment advisor at  SitkaPacific Capital Management, about what's going on right now and where you may find some decent investments amidst the bubbles. Key Takeaways: [3:12] Mish's Rule of Progress [10:28] The Shiller P/E Ratio Chart and what it says about the market today [12:13] The Buffett Indicator [16:08] The Mish Shedlock investing thoughts for right now [19:46] How asset inflation is leaving investors behind [24:12] Some real estate price examples on the East coast that show the dangerous bubble we're probably in, and how policies are set up to aid the rich in their wealth creation Website: www.MishTalk.com www.MishMoments.com

What is master investor Buffett's formula, and how reliable is it? Today's Stocks & Topics: Where to Invest?, Three Tax Mistakes, SNR - New Senior Investment Group Inc., PM - Philip Morris International Inc., Price Charts and Indicators of Goldman Sachs, TRTN - Triton International Ltd., Options, AMZN - Amazon.com Inc., Bull Market Continues, Technical Trends, First Time Buying Stocks, Social Security.Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations