RAY DALIO: STOCK MARKET BUBBLE? CRASH? MISSING THE BIGGER PICTURE!

In this video I cover Ray Dalio's latest article on whether we face a stock market bubble, potential CRASH, and why I believe he's missing the bigger picture.

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[unrivaled]

In this video I discuss Ray Dalio's assessment of whether the U.S. stock market is in a bubble and why I think he's missing a bigger picture. For compelling investment ideas, stock market commentary, educational materials and real-time updates on my personal journey, consider www.unrivaledinvesting.com

[rowanwood]

Howard Marks also made an appearance a couple days ago and said ~ "we are still in the zone of reason".

[LocalGeezah]

10:20 what do you mean by 'the commodity'?

[DualDGamer]

I missed not taking a position in meta when it dropped to 90. I get how ray et al can see alphabet as undervalued but still seeing meta as undervalued? I know this isn't on the broad subject of the video but I've seen others say this about meta and I'm a little puzzled by that. Great video as always!

[MrSlurrpy]

Err 2-3% reduction of (fed spending as a % of GDP) is not the same as 2-3% reduction of GDP. It doesnt work like that. Fed spending is just a part of GDP (a significant part at that) but still the relationship is not linear.

[tacocruiser]

Recessions typically follow periods of full employment. The U.S. has been at or near full employment for a couple years now. That is a bearish signal for stocks. Conversely, periods of high unemployment are actually bullish for stocks going forward. I know this sounds contrarian but its true.

[jonathanlee]

👍A good-humoured take on financial journalism and a fun contrarian indicator. Also, I agree with Dan👍

[spineleafcover]

I've heard you make this comment a few times about passing on price increases to the customer; I'm struggling to understand the difference between an insurance company (like Fairfax) passing on price hikes through higher premiums and any other business (restaurants, retailers, etc.) passing on their own higher supply costs by raising sticker prices or menu prices and so on. What makes premium rate increases any different than price hikes in other industries?

[jdubya]

What about the correlation between the labor participation differences between 2008 and now. A Lot of boomers retired vs 2008. I think when the government stops meddling I think we would crash in a natural cycle.

[frasersamuel]

This market does have pockets of over priced shares.

You need to be cautious and remember you need to buy quality companies at reasonable prices.

Some companies aren't trading at reasonable prices

[sheanathan]

Glad you don’t just follow the herd, Daniel. I totally agree with your points

[mattanonysaurousrex]

Look at our nation's household debt. If we the people can't understand the negative impact of our own debt, what chance is there of people voting for fiscally responsible politicians? Throughout our education, we're all trained to believe our political system is great, even perfect. I have much less faith in my fellow voting American. Not because, they are right or left, but because people don't understand, or vote based on the issues that matter most. Unfortunately, I don't have any better solutions. But hey! Maybe robots will keep the ship afloat!

[MrAnarchocapitalist]

A reduction in government spending would only hurt GDP if you assume no alternative uses for those dollars. In other words, Fed borrows $100 Billion (sells bonds) and spends it into the economy. In the absence of that fed spending, and the absence of people buying $100 Billion in bonds, what happens to that money? At least some of it would likely be put to more productive use than whatever unproductive nonsense the government would have spent it on.

[ElLotdog]

Half of what Ray Dalio says is obvious, the other half makes no sense…

[robbymccabe]

It doesn't matter if AI is revolutionary, the only worthwhile question is if it's profitable. My take, if it's free already, it isn't very profitable.

[mrneveryoumind]

you're wrong on tesla. You can't just value a company on how it's doing right now. Look at its future with robots, AI, FSD, robotaxi, energy..

[Nobody-rkm]

Sorry he won’t be around to see the bubble. It’s going to pop like everything in nature, but not anytime soon

[TheMtBaldy]

When dalio is out its time to get in! Haha dalio syndrome the guy who is always wrong

[camhouston]

My question is: what if we never solve the hallucination issues? What’s its practical applications under those circumstances?

[modo]

I think AI is a load of overhyped garbage.
Ask anybody who had to deal with those stupid chatting bots if they managed to solve a single problem. Everybody wants to press the pound key to be transferred to a real human. Complete BS.