Investing Is About To Get Harder | Joseph Carlson Ep. 157

Bill Ackman is predicting that inflation is not temporary and the Fed will be forced to increase interest rates. What are the implications of this, and how do we protect our portfolios? We discuss in this episode.

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[JosephCarlsonShow]

I hope you're all having a great week! What are your guesses for the inflation report this Friday? Is it going to be above expectations or below?

[Freshfromthast]

Josephs comedy is so underrated. His sarcasm is on point LOL

[hiranikumar]

The best way to find growth stocks, key features to keep in mind is as follows:
1. Ensure gross margins are greater than 50%
2. Ensure P/E ratio is less than 100
3. Buy companies that are PROFITABLE, very important irrespective of sector.
4. Debt to equity ratio is less than 30%
5. Current ratio is above 1 6. and a Float under 100 million One stock that fits the bill is FLGT (Fulgent)

[LouBloom]

Joseph please step your game up like the brilliant tiktokers during these hard times. Thank you

[crimiss]

i'm not on Tik Tok so i really appreciate you sharing wisdom from the gurus located on that platform...

[davidflanks]

Berkshire's Chairman Letters from 1979-1980 are fantastic about what to do in a high inflationary environment. I cannot recommend reading them enough.

[krayzonik]

quit my job after seeing this tiktok thank you Joe!

[willmurrin]

End of every Joseph Carlson video:
"So in conconclusion, I'm not selling."

[andrewmamikins]

There might be an economical turmoil but there is no doubt that this is still the best time to invest.

[heyitzLou]

You can turn $100 into a million if you convert it to Zimbabwe dollars.

[sts__]

I look forward to next year's "how to turn $1, 000, 000 into $13, 000, 000, 000, " followed by 2023's "how to turn $13, 000, 000, 000 into $170, 000, 000, 000, 000." I, for one, welcome our new trillionaire Zoomer overlords.

[JackCasablanca-painter]

On buying in an "overpriced" market: let's say "Stock A" pays a 5% dividend, and you buy $1000 worth of "Stock A" at $100 per share in an overpriced market. But your friend waits to buy $1000 worth of "Stock A" at only $10 per share in a recession. Is your friend's $50 dividend higher than your $50 dividend? And did your friend invest less to gain that same dividend. No. You both invested the same amount and got the same yield. The only difference was that one happened in a peak, the other happened in a recession. Semantics shouldn't decide when to invest. Terms like overpriced market, recession, correction, peak, valley, bull, bear – they're describing the market, not the stock. So unless you're buying a total market index ETF, focus not on the market, but on the metrics and quality the individual stock. The adjectives describing the market surrounding that stock don't matter.

[simba]

You can’t control the market, but you can buy the dip

[Consul]

Wow that guy is so generous. Instead of turning his 1 million into 1 trillion by getting 20% weekly gains he sells his information to manchildren on tiktok.

[nolas]

We can't get parts for things we had no problems getting just 3 months ago. I can see supply chains driving inflation because I'm experiencing it first had. Once people start getting back to work things will normalize... I hope! lol Not saying it's the only reason, but supply chains are seriously broke right now.

[JackCasablanca-painter]

If Bill Ackman is right, then I would do three things: 1.) Choose solid cashflow over high dividends, such as JNJ with just a 2.5% yield but it's a safe haven, and MSFT with only 1% div, but also a safe haven AND a potential high div payer down the road. 2.) Find profitable companies that don't require raw materials which would likely raise overhead and eat away profits. I like Verizon with a high div around 4.5%, low raw materials needed and a safe haven. Netflix too, (no dividends now), but no raw materials eating profits and stellar growth long term. 3.) Suck it up and put dividend income aside, in exchange for high-profit growth stocks like AAPL and MSFT... and the OTHER "passive income stream": real estate. I sadly bought a cheap but nice, rental ready second home with money I had planned for dividend investing. Sad, but necessary because high inflation seems more dangerous to stock holders than real estate holders. I don't see how hard assets could crash and inflate simultaneously. That's like an airplane taking off while also landing. It's just not logical.

[dr.vanhellsing]

On the next episode of the Joseph Carlson show, so I sold most of my tech company stocks because they were tanking in a inflationary market …..

[AntonioInvests]

Just continue to dollar cost average for the long term 😎

[PhilipMurray]

If you want to invest in US listed stocks, Which stocks would you choose and why?

[midasinvesting]

I can't help commenting this, but it's pronounced dah-moh-dar-on. And he truly is the valuation king. If you want to learn how to properly do valuation I highly recommend his freely provided college courses that are in playlists on his own YouTube channel.