Inflation investing is a strong topic, but not that easy. To protect yourself or even better, gain from inflation, you need to think in a way that you win no matter what.
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Inflation is a major concern for investors in the current economic climate. With the cost of living increasing and the value of the dollar decreasing, it is important to consider how to protect your investments against inflation. The answer to inflation investing in 2023 is to diversify your portfolio and invest in assets that are expected to increase in value despite inflation.
One of the best ways to protect your investments against inflation is to invest in real estate. Real estate investments can provide a hedge against inflation because the value of real estate tends to increase over time. Additionally, real estate investments can provide a steady income stream, which can help to offset the effects of inflation.
Another option for investors looking to protect their investments against inflation is to invest in gold and silver. Gold and silver are both considered to be a safe-haven asset and are expected to increase in value as inflation rises. Gold and silver are also considered to be a hedge against currency devaluation, which can help to protect your investments from inflation.
Investments in stocks and bonds can also provide protection against inflation. Stocks and bonds tend to increase in value as inflation rises, which can help to offset the effects of inflation. Additionally, stocks and bonds provide a steady income stream, which can help to cushion the effects of inflation.
Finally, investing in commodities such as oil, gas, and agricultural products can provide protection against inflation. Commodities tend to be in high demand and their prices tend to increase as inflation rises. Investing in commodities can be a great way to protect your investments against inflation.
In conclusion, the answer to inflation investing in 2023 is to diversify your portfolio and invest in assets that are expected to increase in value despite inflation. Real estate, gold and silver, stocks and bonds, and commodities can all provide protection against inflation. By investing in these assets, you can help to protect your investments from the effects of inflation.
Isn't the argument against google that almost all of there margin and income comes from ads and ads are from business and inflation isn't normally good for business as it squeezes margins and therefore will lower ad spend and affect google negatively?
Motivation to all the people from Western, Northern and Southern Europe, USA, Australia….
I come from a country where minimum wage can go as low as 2 $ per hour. A country where, if you make 13 000 $ per year you are categorised as a middle class. A country where people think that if you buy a 15 years old car is “investment”. Even for people with money the only asset they think they understand is real estate and even there we have massive bubble in our country. This message is to all ppl making 60 k $ and above and say they lack money for investment etc. The country you live in, I’m pretty sure have way more knowledge in investment world and you can benefit from it, that the one i described above. If people like me and small group from the country i come from can find money, passion and knowledge to invest, you can too. Find motivation. Stay healthy and strong all.
You can't time the market, so don't waste your time! You will only miss out on gains. Time IN the market is your greatest ally.
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Have you seen CHAT GPT. If I was GOOGLE I would not be so sure of my business. What do you think?
Sven, thanks for the analysis, and Happy Holidays! Regarding your analysis on the 30 year mortgage, I am curious if you have any thoughts as to this situation: I am a long time listener, and remember telling people about your thoughts back when you told everyone to be sure to take out a low mortgage…however, at that time in the US, the prices of real estate were what I perceived as high, and going higher BECAUSE of low interest rates. I figured (and we have yet to see) that once interest rates returned to ‘normal’ that the values of the real estate would plummet because people wouldn’t be able to afford the real estate at that price and at the new rates….of course if you can stay in one place for a long time that is fine; but the reality is that most people move every 7 years or something like that. So…I feel like the low interest rates were something of a trap…great if you can stay in one place, but if you move like most people have to do, due to life changes then you are upside down…(I realize that nobody knows where interest rates will go…but to assume that they will stay at those low rates forever would be historically unprecedented) – What I really wish is that a person could take out a mortgage on cash in the bank…then I could have just borrowed a bunch of money, say on the cash, paying a low interest rate, and then wait for real estate prices to go down…but that isn’t an option (at least not one that I am/was aware of) Thanks again for all your great work!
Merry christmas and a happy new year Sven.
Hi Sven, could you make a video about Volkswagen. Normally I'm not interested in car makers because of their cyclical nature and low margins, but at the moment VW ist trading far below book value and the dividend yield is even higher than during the financial crisis and the the covid crash. Even if we get a severe recession, the stock seems so cheap that there is a very limited downside but a possible double in price if the valuation goes back to usual levels. Thanks in advance!
Sven if you haven't already can you go over how to analyze a junk bond/corporate bond. Ie what yield rate means and coupon rate etc
Hmmm. I thought you will select a real asset company…like ADM but as I understand you look more the return side than the margin of safety
$MU seems a good medium Term with PB almost 1
Are you buying for the YouTube Portfolio?
Your fake YouTube portfolio is lame, Sven, we all know that fake money and real money have a different psychological impact when investing… for example, you’d NEVER have done the Tesla trade with real, hard earned money you worked for.
Hope to see videos of you investing real, hard earned money…
As central banks hike rates –> higher interest costs, people can't afford their new Teslas and Mercedes anymore, energy and food prices are already at high starting point, people can no longer use their house as unlimited equity source for loans, paper millionaires and billionaires losing their wealth, layoffs, corporate capex down, I think we'll see inflation to cooldown over the next 12 months.
The math you do is WRONG and many people talked about this in the comments of other video's.
Maybe you can make a video about the reason why you keep doing this.
Why you keep adding the earnings growth (5%) to the earningsyield (5%)?
Earnings are $20. Stock price is $100. Earnings grow 5% –> earnings will be $21. Earningsyield is still 5% if stock price is $100.
If they can adjust their earnings to 5% inflation. Earnings will be $22. That is still a 5% business return, NOT a 15% business return as you stated.
The PE ratio for a business grwoing 5% will also be lowered. Maybe from 18 tot 12.
To conclude, if earnings grow 5% and they can adjust for 5% inflation, the business return will be much lower then the 15% you suggest!
Usually during this time of the year, we get to see certain stocks go up in the market, but that’s very unlikely this season cos of the recession and overall economic crisis. the issue is I've been holding a lot of stocks hoping to sell for profit this month but I'm not sure if to keep holding or sell, I’ve been running at a loss since Q2 and 2023 is really not looking favorable for investors.
I dont think 5% growth is a worst case scenario for google. A big company like than likely can't grow forever, at some point it will level out and go from growth to value. They have a moat so I think worst case scenario is small growth the next couple years and after that no growth when adjusted for inflation.
Every day we have a new problem. It's the new normal. At first we thought it was a crisis, now we know it's a new normal and we have to adapt. 2023 will be a year of severe economic pain all over the nation.. what steps can we take to generate more income during quantitative adjustment?I can't afford my hard-earned $180,000 savings to turn to dust.