We're Now In An Everything Bubble
Seth Klarman warns about the everything bubble. Satya Nadella has a goal for 500 billion in revenue by 2030. VICI may be buying the Bellagio. And the TikTok financial advice has an unexpected turn.
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00:00 Summary
02:19 Seth Klarman's Everything Bubble
11:46 Satya Nadella 500 billion goal for Microsoft
15:25 Blackstone is selling the Bellagio
22:40 TikTok Follow-Up
Join the Patreon and get access to a Qualtrim, the stock analysis tool I use, a Discord community with over 3,000 members, and exclusive content: https://www.patreon.com/josephcarlson
Joseph Carlson After Hours: https://www.youtube.com/channel/UCfCT7SSFEWyG4th9ZmaGYqQ
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Some of the links are affiliate links.
About Joseph Carlson:
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, and timeline, and overall circumstances.
Видео We're Now In An Everything Bubble канала Joseph Carlson
🎉 3,000 Member Patreon: https://www.patreon.com/josephcarlson
🚀 Growth Portfolio: https://m1finance.8bxp97.net/5b6oEb
💵 Dividend Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https%3A%2F%2Fdashboard.m1.com%2Fshare%3Ftoken%3DH4sIAAAAAAACA52UzUoDMRSFXyVk3cVMO-Oi0JVTYRaZqrRCkSIhvYzpT1omGfvHLNy4k4K6EDeCC19ABJ_HF9BHMN2aUe50mUtOcr9zT7KhZjUH2qQKFhdzCbRGFZ_uCsdca3kFJFZiNt3V9UQK0LR5vqFmRpubP5Wfj9dfH1vSBXH5j0yDyDNpVnaLHNp1zzuLOqN4ybppixY1OodMgDI8tZsPvKKGlo8deeAVg1-let050eH4fr5_JYczpfMpZJVJWJ1FzCVpIElSK-87cj9AyvsNNnJ99LG3i2USCVfu-uh7GB_v3siRVFwJySeVjRyHLDrZPxL9ddKNUZEIMCi3D-QUtOF5xpWpzJL6nRJf0Szpmq1TDIvvo8bybuOdQWUKEZanY994bF-sp3xC2tZXA6R6QlZJ1F4mixaupwamp6cb-_MNc20ym1ld_fXbB9Rz2gnRgw6Skm8wLDV4UPwAWIdJt8UFAAA%26referrerCode%3DMyM7igoOGZN8
📈 Qualtrim Website: https://new.qualtrim.com/
00:00 Summary
02:19 Seth Klarman's Everything Bubble
11:46 Satya Nadella 500 billion goal for Microsoft
15:25 Blackstone is selling the Bellagio
22:40 TikTok Follow-Up
Join the Patreon and get access to a Qualtrim, the stock analysis tool I use, a Discord community with over 3,000 members, and exclusive content: https://www.patreon.com/josephcarlson
Joseph Carlson After Hours: https://www.youtube.com/channel/UCfCT7SSFEWyG4th9ZmaGYqQ
M1 Finance (broker used in video): https://m1finance.8bxp97.net/973xy
Instagram: https://www.instagram.com/joecarlsonshow/
Twitter: https://twitter.com/joecarlsonshow
Some of the links are affiliate links.
About Joseph Carlson:
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, and timeline, and overall circumstances.
Видео We're Now In An Everything Bubble канала Joseph Carlson
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