@Aculus1
Great presentation! It is very valuable to see an informed investor explain his thinking in detail with data and visual aids. It will help people who agree, disagree, or haven't thought about it. More like this please!
@Jary3166
Thank you Scott, this is one of the best show ever that I've ever seen. Very thorough, yet clear analysis, straight to the point, good data, and a good presentation to explain your thought. The reasoning is sound, no one can predict the future but I appreciate the thought process and arguments! Awesome job!
@seangadallah2099
Great episode. More like this please. Moving funds between asset classes isn’t discussed often. Slight bias towards real estate (obviously). Would love more equity talk
@marevico
Scott carries BP on his back, the man is a goldmine! Thanks as always for your thoughtful insight.
@thee_isH
More of these please. The other fluff gets old.
@melbernstein6686
Fantastic presentation. You showed exceptional self awareness by not allowing personal bias color your analysis on any given asset class
@markgaspersich1638
I feel smarter now. Thanks Scott. You have given me a lot to think about as far as where I allocate my excess cash. Instead of investing in index funds, I think that throwing all it at a 6.25% mortage (about a 120K balance) is the right play given the market.
@sadams6663
More of these, less "xxx doors in xx months"
@godbacchus
The concept discussed at the 25 minute mark reminds me of hermit crabs exchanging shells... the all line up by size and then they exchange shells. It's kind of cool to see.
@RyanIrwinIAC
Great episode and analysis. Great to be optimistic but important to be realistic too. 💪
@apartmentinvestingrealty
Another great podcast 👏🏻 👌🏻 👍🏻
@EtienneKotey
Good practical information info. This old Ecom major appreciates it. Thanks
@PropertyTurkeyCom
Interesting take on the current market conditions! I agree that certain asset classes seem overvalued, and there's definitely a need for diversification to protect against potential downturns. Have you considered exploring emerging markets like Turkish real estate? Turkey has become a top destination for foreign investment, with strong rental yields and significant capital growth potential, especially in cities like Istanbul. This could be a strategic addition to your portfolio, offering both stability and high returns. Let me know if you’d like to discuss this further!
@jattaya
Unless I misunderstood ya, at 8:27 ya had a slide that implied a deportations as inflationary. Whether the populations decreases via less immigration or lower birth rates, the lower the population, the lower the velocity of money, which all else equal would mean less inflation. Japan had low immigration and low birth rates which helped lead to them having deflation. More people via either more immigration or birth rates = more inflation, with the inverse also being true that less population growth via either lower immigration or lower birth rates = deflationary pressure.
@sportsbeast80
Hey Scott, I agree with a lot of the points you make here even though I personally lean more to the VTSAX and chill mentality of index funds (with some minor diversification into real estate). One question I have regarding a potential stock market crash is that wouldn’t that only negatively affect those at FIRE or very close to it? If you’re still a ways away it could be a great discount opportunity to buy at some lows. And if those at or near FIRE are in 100% stocks with no bonds in the mix; isn’t that less of a knock against the JL Collin’s approach and more a suggestion that those investors are either extreme gamblers or just braindead?
@shanrandall932
Just a helpful tip from a scientist who presents a lot. The labels on your axes and your legend are unreadable. Make those larger and clear next time. Great job otherwise
@exploringflorida9309
Hey, I just started watching you videos and I am trying to break into the real estate business. I'm a going a bit different. I have created an app for agents to help manage their transactions. What is the best way to break into the industry? I'm looking for early adopters. Thanks
@nedh.8792
Well done.
@randyrandall2148
The problem with your analysis of the stock market is that PE ratios decoupled from reality long ago. We live in a world where people contribute to their retirement plans and they go into indexes. Mindlessly. So what will bring down index funds? People stop contributing to their retirement plans. Or maybe a huge financial crisis where people take money out. Black swan event? Absent something dramatic, the stock market will continue going up IMO. Btw, I barely invest in the stock market because I don't believe in it myself. I stopped about 10 years ago because of PE ratios. I was wrong. I now understand that PE rations are meaningless.
@felixsharpe3996