The Stock Market is One Giant Bubble. (Howard Marks Explains)

Howard Marks (founder of Oaktree Capital) has recently appeared on CNBC warning that America's stock market bubble moment might be here. As artificial intelligence wows investors and inflates the S&P 500 to all time highs, Marks has a rational message for those who choose to participate.

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★ ★ CONTENTS ★ ★
0:00 The U.S. Faces a Bubble Problem
1:10 How The AI Bubble is Forming
3:40 The Value Investor's Predicament
6:20 The Growth Investor's Argument
8:45 Howard Marks' Opinion

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[DonaldMark-nese]

I think it's time to make it more appealing for potential buyers. Real estate can be quite the rollercoaster! the stress and uncertainty are getting to me. I think I'll cut rents to attract potential buyers and exit the market, but i'm at crossroads if to allocate the entire $680k liquidity value to my stock portfolio?

[ryanwilliams]

I've owned NVDA for over 8 years. It's been up and down, but I believe in Jensen Huang and will stick with NVDA until Jensen says otherwise. I know that sounds crazy, but when the financial statements/Jensen, (same to me) tell me to sell, I will. I'm sure I won't sell at the top, but that's OK

[sarawilliam]

I like investing in close-end funds that pay monthly dividends. The trick is to hold long term and reinvest the monthly dividends plus buy more shares on a monthly basis or when ever you can afford to. This can be easily done because close-end funds are bought and sold on the stock market just like regular stock. That’d be enough to create a portfolio that would pay you between $50k to $70k in dividend income

[austinbar]

I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio dwindle away is such an eye -sore.

[andersonedward]

I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $150k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?

[Angelavaldess]

Markets looks like 2015-16. Probably going back to all time highs, but will probably go sideways until fed signals rate cut, Recently sold 25% of my portfolio comprising of plummeting stocks that were recommended by certain financial YouTubers, quite devastating!

[FrankPatrick-nozo]

I'm curious, for someone with less than $80, 000 to invest, how would you recommend we enter the market? I am open to study some traders and copy their strategy rather than investing myself and losing money emotionally. What's your take on this approach?

[CarlShanklin]

My biggest irk with ETFs is the lack of optimization;changes in any given stock in the ETF can drag your portfolio down. While dividends can provide immediate income, the true power lies in the compounding effect over many years. But in general, I think the stock market isn't showing any sign of slowdown and I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

[AnnieBeckford]

It's a common misconception that when a stock you buy skyrockets, the smart thing to do is sell it (or at least sell some of it) to lock in your profits. But the context matters. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

[MyExcellentOpinion]

Thank you for sharing about your hardship during 2023. Wishing you lots of success.

[LazyWay-mw]

I've been hearing people who don't even follow stocks talk about how good their account is doing. That's always a warning sign.

[SeanTalkoff]

I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks this year. Hope to make millions in 2024.

[calebvalerga]

Your editor needs a raise. The visuals on your videos are so clean 🔌🔌

[TedWesterfield]

I’m in the too frothy camp and remember the internet bubble well. There’s a reason Buffet is sitting on $180B of cash and not buying anything. If it’s good enough for him then it is for me too. I’ll currently hang with a higher position in t bills and then reevaluate after the correction.

[jordankeeling]

Good on you for opening up mate, it's never an easy thing to do!

[Paul_seekingthetruthU]

Never use FOMO when investing in stocks!!!!

[mitchidufy]

Great shot on mental health! Keep up the good work, love your videos.

[fdadrtrttewrt]

Thanks Brandon. You and Hamish are rocking it. I really look forward to your guys content.

[jasonchapman]

The comparison of the mag7 to those 1999 stocks isn't really fair as all of the mag7 have incredible cash flows and none of those other stocks from 1999 did.

[majorshocker]

My first video of yours I've listened to... Excellent. I subscribed. Thank you for creating quality informative content.