Animal Spirits Have Taken Over This Stock Market

00:00 Intro
03:40 Animal Spirits Have Taken Over The Market
16:45 Terry Smith Sells A Major Holding
18:05 Pat Gelsinger Is Out of Intel
19:47 Disney's Moana 2 Is A Huge Success
21:49 Googling Is For Old People

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I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, timeline, and overall circumstances.

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[EatCoffee]

When Cathie Wood and ARKK is coming back at full force, it shows euphoria is coming back at full force. That's when you should be cautious

[PASCALDAB]

Been quite unsure about investing in this current market and at the same time I feel it's the best time to get started on the market, heard some guy speaking of making over a million dollars from a $300k capital and I'm driven to ask what skillset and strategy can generate such profit??

[xTheLoyalDutchx]

When everyone says dont worry, and buy buy buy, thats when you should worry.

[falsificationism]

"Animal spirits" = When dollars have nowhere else to go, they flow into equities.

The increasingly smaller number of adequately compensated employees with 401k accounts continue contributing to funds (rationally), bidding up baseline prices; while the increasingly smaller number of profitable publicly traded companies continue buying back shares, bidding up baseline prices; while an even smaller number of retail investors chase gains, trying to beat the S&P.

"Animal spirits."

[Vincent-ju]

Every week I buy more of whatever is the lowest percentage of my portfolio and try to keep everything around 10%. Please what could be my safest buys with $400k to outperform the market in 2025?

[Theresaa]

Do you think it's a good time to consider selling some stocks too, or is it better to hold onto them for the long term? I’m considering rebalancing my $2M portfolios, So I'm curious about the best strategies to invest next year.

[Tripplesmoke]

4 words buddy: The Great Melt up. Assets will not stop, inflation will not stop, the wealth gap will not stop.

[jeffDwyer]

My expectation for 2025 is that markets starts to broaden out more, ” what if the interest rates go up? i have a ton of questions....can I safely invest $220k? What should I do differently?

[SebaTarth]

Howard Marks is a legend - read his memos!

[Andysfishing]

One of my friends asked about crypto yesterday. He is my shoe shine friend. Has no idea about crypto and no clue how his financials work. The top is near!!!

[Danpron]

I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.

[InvestingWithAdamK]

I think Buffet has gotten out early. We could correct, but at least right now there is not enough people over invested. Still has time.

[zenon]

Disney has ONE successful movie and that makes them "on track?" Are you aware how many multi-billion dollar franchises they destroyed? Disney has become box office poison. I predict their ship will continue to sink for 2 years, THEN (when they're almost bankrupt) they'll be forced to drop the identity politics, bid adieu to Kathleen Kennedy and focus on making entertaining movies again (instead of producing lazy sequels, race swaps, gender swaps, modern feminism, attacks on men, and a lot of gayness)

[Luksphine]

I recently sold my condo for $400k and want to invest the money in the stcck markt. However, it appears the market is at an all-time high. Should I invest elsewhere or wait for a markt correction?

[adambutera]

Thank you for saying the hard things and always being the voice of reason.

What is your opinion on the "Great Melt Up?"

[integra]

Joseph, do you also think buffett has been wrong?.. With a record amount of cash and Not buying the market in 2 incredible S&P years

[mendeskansas]

Thanks for the insights! Bought XAI29B, predicting big returns! 📈

[Benedictrud]

I am impressed with your update on these stocks, now my question is which is best to buy at this time. I have some liquid assets up to $250k to diversify.

[dylanbrechka]

Holy crap Joseph Carlson posted everyone