Inflation might be passé, so one should think about rising real rates when it comes to investing. Inflation investments are likely too late.
0:00 Inflation
1:15 Current Investing Situation
6:13 Historical Comparison
7:43 Investment Vehicles for Current Environment
16:11 Long-Term Value Perspective
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LEARN ABOUT: Investing During Inflation
REVEALED: Best Investment During Inflation
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10 dollars of groceries now is a couple snacks and a beverage.
what about a bond ladder strategy, Sven ?
Hi Sven, thanks for the great info, as always.
Can I pick your mind on something related to mortgage rate. In EU they are hiking hard, also due to the ECB increasing the rate very soon. In 12-18 months maybe the ECB will have created a recession and will need to stop and even reduce interest rates. With a recession people will sell short term bond and ideally buy more longer term (10+ y). Could that be the best time to do a mortgage or inflation is a variable too hard to predict?
I know with inflation is always time to to debt so maybe no point is waiting another year….and I also know 2020 was the best time for mortgage but was not in my plans at that time 🙂
Thanks a lot for everything Sven
"Interest rates and inflation" chart is actually missing the inflation which should be annotated as pale blue, rendering chart useless…
So buy BRKB : )
Ty for another great video
This 2022 looks like a 2007 with steroids. Pretty scary.
We have to consider the special situation in the Eurozone, too. The ECB is obviously unable to rise interest rates efficiently, due to the fact that it is entangled in (illegal) government funding. That creates a spread of interest rates between the Eurozone and the USA and weakens the Euro continuously. With a weak Euro (now a weak currency like the Italian Lira) the costs for energy and raw materials will rise and trigger inflation in the Eurozone additionally. That all could endanger the German business model as economic center of the Eurozone and cause heavy political shocks like in times of Weimar Republic.
Pretty sure the inflation is higher now than what it was in 1980. They just measure it differently to make it look less bad.
Hi Sven
Two sugestions for The yt portfolio.
Adobe- no need for itruduction. Its down 30-40% for The year. its is a well run Company with loyal customer group. P/e 36.
Jeudan – operates as a real estate and services company in Denmark. (Own a lot of historical buildings in Copenhagen)
P/e 6. – Dividend (0,83%)
Really like this Company, but is i a good buy, as a value investor?
Thanks for your great work
Always a pleasure and tons of information from watching your videos! Talking about cheap stocks, maybe something for your YouTube portfolio. I own $GT, why? Higher shipping cost might hamper cheap import of chines tires to the us, Gt bought cooper so covering more affordable tires in their product portfolio. Also, high oil price imo does not affect miles driven that much since the utility of transport is great, rather other expenditures like restaurants etc. will be affected. Cons, higher raw material costs but I think they have pricing power but not certain that is enough in this environment short term. Also, their OEM part might not fair that good short term. I’m confident that the value is there long term, what do you think?
With commodities crashing the best returning asset class could soon be cash for 2022. Never underestimate the power of a highly liquid cash cushion in your investment portfolio.
Sven, this video is worth more that all the interviews with Warren Buffett, combined. I feel guilty just realizing I didn't have to pay you $2000 to watch it. I mean it. Like and subscribe are done but they feel like a two penny tip at a Michelin star restaurant.
I'm familiar with the symbolism of bulls and bears but what does that African elephant behind you mean? ☺️
Value no matter what!
https://youtu.be/c7cfxdT8YEQ
Related. The Fed did not raise interest rates that time. Only a little bit and then they had to move back.
Funny, especially if you take into account that META and Netflix are value now :))))))
"Wallstreet, it's gonna be the death of me,
Wallstreet – it's gonna be the death of me;
I put all my money in stocks and bonds
now I'm looking at bancruptcy –
Wallstreet, it's gonna be the death of me."
(Chris Jones)
I love Value Sven, and your videoes:)
Small correction. TIPS are on the bond market and their prices are rate sensitive. I Series savings bonds are the ones for individuals and limited to 10k.
Sven. I love your content. Please keep sharing your knowledge. Question for you please you stay in your video that value 10 Xs when the real rate increases or during bear market but I don’t recall you saying why this is. Can you please give the background on why you would make a statement so we can understand the fundamental mechanics? Thank you
Good video Sven yeah lets get it on bear market here we come!!!!!!!!!!!
Whenever I see your videos, I learn a lot! Thank you Sven!
Why are you persistently pulling up the DOW chart? People are investing in S&P500 index and ETF’s, not DOW.
Thanks again.
Sven could you analyse QFIN and Ternium? Seems like boring potential multibaggers that no one cares about
Great video as always Sven!!!! For your youtube portfolio I recommend you to analyze POSCO Holdings. Seems a very great business trading low from its peak. The cash flows are really strong and a great dividend yield makes it a real bargain. I think one of the most important think to look here is even the management. Low and fair wages for the management and no stock option trading. Love you 😉
Hello Sven, I have a question regarding the Vanguard table shown in the video, classifying the type of asset against their performance through time. Warren Buffet is buying a great portion of Occidental Petroleum, is this company classified as "commodity" or as "value" in the Vanguard table?
great video
Sven do you have any good reads about Stagflation?
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