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𝗢𝗻𝗲 𝗱𝗼𝗹𝗹𝗮𝗿 𝗶𝗻 𝗨𝗦 𝘀𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟭𝟵𝟮𝟲 𝗶𝘀 𝘄𝗼𝗿𝘁𝗵 $𝟭𝟰,𝟳𝟱𝟭 𝘁𝗼𝗱𝗮𝘆. 𝗦𝗼 𝘄𝗵𝘆 𝗶𝘀𝗻'𝘁 𝗲𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝗿𝗶𝗰𝗵? My guest today, Roger Ibbotson, Yale Professor and creator of the SBBI data the entire industry quotes, built the numbers and has the answer. We get into: • Why young investors should be... show more

Meb Faber

143,842 subscribers

12,701 просмотров • 21 дней назад •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

Комментарии: 7

Фото профиля Meb Faber

Meb Faber21 дней назад

Apple: Spotify: YouTube:

Фото профиля Aaron Randak, CFP®, EA

Aaron Randak, CFP®, EA21 дней назад

Because nobody gets the 1926 holding period. Investors interrupt it - a house, a job loss, tuition, then retirement withdrawals. The compounding math assumes no cash ever leaves, and every dollar that leaves in a down year never comes back to compound. That gap is the answer.

Фото профиля D. Amirault

D. Amirault21 дней назад

Are we richer with healthcare, better vehicles, homes, roads etc maybe that’s where the money went. Maybe even a lot of unproductive jobs in industries and government. Just my guess

Фото профиля it's sophia

it's sophia21 дней назад

So real

Фото профиля Timothy Norton

Timothy Norton21 дней назад

Of course you had to invest in a company that survived and you needed not to be starving, homeless or in desperate need of money.

Фото профиля Peatmoss

Peatmoss21 дней назад

Because most people alive have minimal capital and weren’t around in 1926. I have hundreds of HNW clients and see this reality. True time horizons aren’t that long.

Фото профиля MoneyAlchemist

MoneyAlchemist20 дней назад

The gap between $1 turning into $14,751 and what actual investors earn is the whole behavioral story. I've watched allocation decks get abandoned at exactly the wrong moment. Compounding is simple, staying in it is not.

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The Left is STILL actively calling for the death of conservatives. With Charlie, we were just seeing the one that got through. Why do you think he had so much security that day? Why do you think that so many people on the Right do? My perspective has not changed, either. I’m not walking back, I’m doubling down. I hope that we can return to what should have been an inflection point, and maybe get it right this time.

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NEW LONG FORM VIDEO: The rise and fall of OnlyFans The owner of OnlyFans made $700 million last year with just 46 employees and no debt. By almost any measure, it’s one of the most profitable businesses on the internet. About a year ago, the owner tried to sell the company and has been struggling ever since to get the price he wants. So why is one of the most profitable businesses in internet history so hard to sell? The answer goes back to how the business was built. It all started with a $10,000 loan from a father to his son to launch the company. Today, more than $7.2 billion in revenue flows through OnlyFans each year. If a business generating $700 million in annual cash flow were publicly traded, it would likely be valued in the tens of billions of dollars. But here we are, and OnlyFans is still stuck on the market. And look, this is a complicated story. OnlyFans is an adult content platform, which makes it one of the more challenging businesses to analyze and talk about openly. Still, there are some fascinating business lessons behind how it grew, why it became so profitable, and why selling it has proven so difficult.

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This is probably one of the best clips from Charlie Kirk, and I say that knowing that it’s very hard to choose when almost every one of his clips was so important. We don’t have anybody right now that is capable of reaching young people like he did and that’s because he was never afraid to speak the truth and he backed it up with facts and data. Sadly, that is more rare than a unicorn today. I listened to him all the time and I can tell you that I learned so much because when he would bring up a topic, I would want to go research it further, but this particular topic about why America is a Christian nation may be the most important one of his responses. In this clip, he definitively lays out while America’s a Christian nation, why the 10 Commandments are about morality and not religion, why you will never separate the word Judeo from the word Christian as it relates to our founding and why this country was founded on the Old Testament as much as the New Testament. The reason we are a free country is because we are a Christian nation.

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CEO of Blackstone Stephen Schwarzman offers a surprising confession: The man who built a $1 trillion firm never made it past basic math. "Don't think when you go into finance, it's just about numbers. I didn't even make it, you know, to calculus." When asked how someone with such limited math skills became so successful, Schwarzman's answer cuts straight to the point: "Because finance is not about math. It's really figuring out what makes sense." Most people assume finance is a numbers game, where the best investors simply out-math the room. Schwarzman disagrees entirely. He continues: "If a company's going to grow, why? It's not the numbers that come from it. It's the why. Why is that happening? Is that going to continue to happen? Is it going to get better or is it going to get worse?" For Schwarzman, the real edge in finance is judgment — the ability to look beyond the numbers and understand the story behind them: "This isn't a financial skill per se. It's judgment. It involves understanding in a general sense. It's figuring out what seems reasonable." Schwarzman built one of the most powerful investment firms in history not by out-calculating everyone, but by out-thinking them.

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🚨🇺🇸 The 10-year Treasury hit a 24-year high and kept climbing even as oil eased, and the bond market may be pricing in inflation the data hasn't printed yet Crude and the ten-year moved together right up until the ten-year crossed 5 percent. Then they split... oil drifted down, yields kept going up. David Lin doesn't claim to know why, and that honesty is the useful part. His theory: the bond market is sniffing a second round of inflation that core PCE and core CPI haven't caught yet, because it arrives with a lag. What's on the board: a record S&P while Oxbow Advisors counts roughly 45 percent of its stocks already down 20 percent, Nvidia worth more than the entire Russell 2000, Fed minutes naming the AI buildout as an inflation driver for the first time he can recall, and Reuters reportedly calling this the worst week of Hormuz attacks of the whole war. So ask the obvious one... if everything is fine, why does the safest asset on earth keep demanding a higher price? He puts a failed Treasury auction at nearly ZERO. There is always a price for certain buyers... The price just keeps rising. David Lin

Mario Nawfal

247,465 просмотров • 2 дней назад

Naval Ravikant explains why "the meaning of life" is the wrong question: "It's a 'why' question. You can keep asking 'why' forever. Any answer I give you, you just ask 'why' again." Naval explains where every "why" question ends: "There's a thing called Agrippa's Trilemma. It says that any questioning like this will always end in one of three places. First is infinite regress: 'why?' 'because of this,' 'why?' and you just keep playing it. Second is circular reasoning: 'why A?' 'because of B,' 'why B?' 'because of A.' Third is an axiom. The most popular axiom is God. But it could be anything: math, science, the Big Bang, the simulation. These are all just stopping points. Saying 'we're in a simulation' or 'it's the Big Bang' is just another way of saying God. It's just that God's a dirty word now." He shares what this means: "So there is no answer. The real answer is 'because.' You get to make up your own answers. The beauty is, if there was a single answer, we would not be free. We would be trapped. We'd be Borg-like robots competing with each other to fulfill that single meaning. But luckily there is no answer. So you just do whatever you want." Naval addresses the fear of being insignificant: "All the great questions are paradoxes. You're asking, 'Do I matter?' On one hand, you're completely separate. No one will have your thoughts, your emotions, your experience. Your life is a single-player game. You're trapped inside your head. On the other hand, I cannot say the words 'Joe Rogan' without invoking the entire universe. What's Joe Rogan? A human. What's a human? A bipedal ape. What's an ape? On earth. What's earth? A planet. Where was the carbon made? Inside stars. I have to create the entire universe just to say the words 'Joe Rogan.'" He concludes: "So the answer to 'Do I matter?' is: I am nothing and I am everything. The answers to all great questions are paradoxes. It's pointless to pursue them for a trite answer, but the act of pursuing them brings a level of peace."

Naval Ravikant explains why "the meaning of life" is the wrong question: "It's a 'why' question. You can keep asking 'why' forever. Any answer I give you, you just ask 'why' again." Naval explains where every "why" question ends: "There's a thing called Agrippa's Trilemma. It says that any questioning like this will always end in one of three places. First is infinite regress: 'why?' 'because of this,' 'why?' and you just keep playing it. Second is circular reasoning: 'why A?' 'because of B,' 'why B?' 'because of A.' Third is an axiom. The most popular axiom is God. But it could be anything: math, science, the Big Bang, the simulation. These are all just stopping points. Saying 'we're in a simulation' or 'it's the Big Bang' is just another way of saying God. It's just that God's a dirty word now." He shares what this means: "So there is no answer. The real answer is 'because.' You get to make up your own answers. The beauty is, if there was a single answer, we would not be free. We would be trapped. We'd be Borg-like robots competing with each other to fulfill that single meaning. But luckily there is no answer. So you just do whatever you want." Naval addresses the fear of being insignificant: "All the great questions are paradoxes. You're asking, 'Do I matter?' On one hand, you're completely separate. No one will have your thoughts, your emotions, your experience. Your life is a single-player game. You're trapped inside your head. On the other hand, I cannot say the words 'Joe Rogan' without invoking the entire universe. What's Joe Rogan? A human. What's a human? A bipedal ape. What's an ape? On earth. What's earth? A planet. Where was the carbon made? Inside stars. I have to create the entire universe just to say the words 'Joe Rogan.'" He concludes: "So the answer to 'Do I matter?' is: I am nothing and I am everything. The answers to all great questions are paradoxes. It's pointless to pursue them for a trite answer, but the act of pursuing them brings a level of peace."

Jaynit

155,482 просмотров • 7 месяцев назад

Peter Lynch, the man who turned $20 million into $14 billion running Fidelity's Magellan Fund, averaging 29.2% annual returns for 13 straight years (Save this). And his most famous lesson is the simplest one: "Know what you own, and know why you own it." He's talking about something that happens every day, people spend hours researching which refrigerator to buy. They'll spend days hunting for the best airfare deal to save $50 then they'll hear a stock tip on the bus and drop $10,000 on it without a second thought. "The reason I own this is the sucker is going up" Lynch said that's the actual answer he gets when he presses most investors on why they own a stock and that, he says, is not a reason. His test is brutal and simple, if you can't explain to a 10 year old in two minutes or less why you own a stock, you shouldn't own it because if you don't understand the business, you have no idea when to hold, when to add, or when to sell. You're just riding price movement blind. This is why most retail investors lose money not because they pick bad stocks but because they panic out of good ones during normal volatility. When you don't understand why you own something, every 10% dip feels like a reason to sell. Lynch built his entire career on the opposite approach, find simple businesses, understand exactly what they do, know why they'll be worth more in five years, and hold with conviction while everyone else panics. The most important thing isn't your stock screener or your price target but rather being able to look at what you own and say, I understand this, I know why it goes up, and I can handle it going down 30% without losing my mind.

Peter Lynch, the man who turned $20 million into $14 billion running Fidelity's Magellan Fund, averaging 29.2% annual returns for 13 straight years (Save this). And his most famous lesson is the simplest one: "Know what you own, and know why you own it." He's talking about something that happens every day, people spend hours researching which refrigerator to buy. They'll spend days hunting for the best airfare deal to save $50 then they'll hear a stock tip on the bus and drop $10,000 on it without a second thought. "The reason I own this is the sucker is going up" Lynch said that's the actual answer he gets when he presses most investors on why they own a stock and that, he says, is not a reason. His test is brutal and simple, if you can't explain to a 10 year old in two minutes or less why you own a stock, you shouldn't own it because if you don't understand the business, you have no idea when to hold, when to add, or when to sell. You're just riding price movement blind. This is why most retail investors lose money not because they pick bad stocks but because they panic out of good ones during normal volatility. When you don't understand why you own something, every 10% dip feels like a reason to sell. Lynch built his entire career on the opposite approach, find simple businesses, understand exactly what they do, know why they'll be worth more in five years, and hold with conviction while everyone else panics. The most important thing isn't your stock screener or your price target but rather being able to look at what you own and say, I understand this, I know why it goes up, and I can handle it going down 30% without losing my mind.

StockMarket.News

170,341 просмотров • 5 месяцев назад

To those raising the Palestinian flag, Where were you when ISIS was launched and beheaded tens of thousands of Arabs in Iraq, Libya, and Syria in the name of Islam? Why didn’t you take to the streets and raise their flags? Why didn’t you condemn the terror and call for a ”ceasefire”? Where were you when Arab dictators and terrorists killed hundreds of thousands of Arabs in Syria and Libya? Why didn’t you take to the streets and raise their flags? Why didn’t you condemn the terror and call for a ”ceasefire”? Where were you in the last decade when Saudi Arabia, backed by 8 Arab countries, killed 400,000 Yemenis, my own people? I didn’t see any of you take to the streets or raise the Yemeni flag. I did not see any of you condemning the terror and calling for a ”ceasefire” while Arab countries were slaughtering my own people. This must lead to some self-reflection. When millions of Arabs are slaughtered by other Arabs, you say nothing. But when 7 thousand of Arabs are killed by Jews defending their right to exist, you revolt, you get angry, you storm the streets in the East and the West, you raise the Palestinian flag, you condemn the terror, you call for a ceasefire, you turn the world upside down. Why is that? Why were you so silent then but SO LOUD now? Can it be that you are finally raising a flag and creating chaos because you only hate that the perpetrators are Jews? Because you obviously don't care when millions of Arabs are killed by other Arabs. Can it be that you storming the streets is just you venting out your hatred towards Jews? The same hatred we learned in our mosques and schools? You speak of ”numbers and proportionality.” But by the rules of proportionality, you should not be raising Palestinian flags. Unless, there is another agenda at play: Jew-hatred. Or as I would call it: Hatred.

To those raising the Palestinian flag, Where were you when ISIS was launched and beheaded tens of thousands of Arabs in Iraq, Libya, and Syria in the name of Islam? Why didn’t you take to the streets and raise their flags? Why didn’t you condemn the terror and call for a ”ceasefire”? Where were you when Arab dictators and terrorists killed hundreds of thousands of Arabs in Syria and Libya? Why didn’t you take to the streets and raise their flags? Why didn’t you condemn the terror and call for a ”ceasefire”? Where were you in the last decade when Saudi Arabia, backed by 8 Arab countries, killed 400,000 Yemenis, my own people? I didn’t see any of you take to the streets or raise the Yemeni flag. I did not see any of you condemning the terror and calling for a ”ceasefire” while Arab countries were slaughtering my own people. This must lead to some self-reflection. When millions of Arabs are slaughtered by other Arabs, you say nothing. But when 7 thousand of Arabs are killed by Jews defending their right to exist, you revolt, you get angry, you storm the streets in the East and the West, you raise the Palestinian flag, you condemn the terror, you call for a ceasefire, you turn the world upside down. Why is that? Why were you so silent then but SO LOUD now? Can it be that you are finally raising a flag and creating chaos because you only hate that the perpetrators are Jews? Because you obviously don't care when millions of Arabs are killed by other Arabs. Can it be that you storming the streets is just you venting out your hatred towards Jews? The same hatred we learned in our mosques and schools? You speak of ”numbers and proportionality.” But by the rules of proportionality, you should not be raising Palestinian flags. Unless, there is another agenda at play: Jew-hatred. Or as I would call it: Hatred.

Luai Ahmed

4,434,837 просмотров • 2 лет назад

Carl Icahn called Tim Cook and told him Apple was "massively undervalued" at a PE of 8x - then asked to buy back $100 billion in stock - Apple is up over 12x since this is him breaking down why Apple is a software company not a hardware company, why Netflix is the greatest consumer bargain of our time, and why he said Marc Andreessen "screwed more people than Casanova" "every time they sell a phone they have another guaranteed flow. people don't get rid of these phones. this is really a software company not a hardware company" "as an old poker player I put all my chips into the pot. I called Tim and told him this should be done. it was a very friendly conversation" "we started buying Netflix at $68. it doubled and they said sell. it doubled again and they said sell. it's in the high $400s now. one of the greatest consumer bargains of our time" bookmark & watch the full conversation ↓

Carl Icahn called Tim Cook and told him Apple was "massively undervalued" at a PE of 8x - then asked to buy back $100 billion in stock - Apple is up over 12x since this is him breaking down why Apple is a software company not a hardware company, why Netflix is the greatest consumer bargain of our time, and why he said Marc Andreessen "screwed more people than Casanova" "every time they sell a phone they have another guaranteed flow. people don't get rid of these phones. this is really a software company not a hardware company" "as an old poker player I put all my chips into the pot. I called Tim and told him this should be done. it was a very friendly conversation" "we started buying Netflix at $68. it doubled and they said sell. it doubled again and they said sell. it's in the high $400s now. one of the greatest consumer bargains of our time" bookmark & watch the full conversation ↓

Сarm1ne

429,571 просмотров • 3 месяцев назад

Today I sit down with Shlomo Chopp, Founder of Case Equity Partners. His job is helping real estate owners get out of or restructure loans they can't pay. Shlomo got into this after an attorney told him to read the CMBS loan documents, and he read them cover to cover. Today his clients range from owners with a couple million dollars of debt to an $800 million capital stack. We get into what is actually in a modern loan document, and what a borrower should do before the lender starts looking. We discuss: • Why 2008 did not play out like the savings and loan crisis • How a non-recourse loan turns into full recourse • How a payment due on a holiday can lock up your cash • How to study your loan documents before the next deal • Why an underwater property is the borrower's biggest leverage • Why he thinks the worst has already happened • Where he would put $50 million today Timestamps: (00:00) Intro (01:03) Why the Savings and Loan Playbook Failed in 2008 (08:18) How Loan Documents Got Tougher After 2008 (16:12) Why You Should Model Every Clause in Your Loan Documents (22:16) Which Lenders Hide Full Recourse in the Fine Print (25:21) How to Learn and Negotiate Your Loan Documents (32:18) What's Usually Gone Wrong by the Time a Borrower Calls (39:54) A Borrower's Leverage in a Loan Workout (44:09) Restructuring a Loan When You're Out of Cash (49:36) The Game Theory of Negotiating With Your Lender (53:14) A Good Operator Is Not the Same as a Good GP (54:53) Why Office and Multifamily Are Seeing the Most Distress (1:01:17) How Lenders' View of Office Has Shifted (1:03:26) Why the Worst of the Distress Is Already Here

Today I sit down with Shlomo Chopp, Founder of Case Equity Partners. His job is helping real estate owners get out of or restructure loans they can't pay. Shlomo got into this after an attorney told him to read the CMBS loan documents, and he read them cover to cover. Today his clients range from owners with a couple million dollars of debt to an $800 million capital stack. We get into what is actually in a modern loan document, and what a borrower should do before the lender starts looking. We discuss: • Why 2008 did not play out like the savings and loan crisis • How a non-recourse loan turns into full recourse • How a payment due on a holiday can lock up your cash • How to study your loan documents before the next deal • Why an underwater property is the borrower's biggest leverage • Why he thinks the worst has already happened • Where he would put $50 million today Timestamps: (00:00) Intro (01:03) Why the Savings and Loan Playbook Failed in 2008 (08:18) How Loan Documents Got Tougher After 2008 (16:12) Why You Should Model Every Clause in Your Loan Documents (22:16) Which Lenders Hide Full Recourse in the Fine Print (25:21) How to Learn and Negotiate Your Loan Documents (32:18) What's Usually Gone Wrong by the Time a Borrower Calls (39:54) A Borrower's Leverage in a Loan Workout (44:09) Restructuring a Loan When You're Out of Cash (49:36) The Game Theory of Negotiating With Your Lender (53:14) A Good Operator Is Not the Same as a Good GP (54:53) Why Office and Multifamily Are Seeing the Most Distress (1:01:17) How Lenders' View of Office Has Shifted (1:03:26) Why the Worst of the Distress Is Already Here

Chris Powers

17,546 просмотров • 9 дней назад