in 2022. |
3.44 |
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there um we're wrapping up the first |
4.96 |
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week of trading 2022. um where did where |
5.12 |
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does the market stand after this first |
2.721 |
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well the big story for 2020 you know the |
5.6 |
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big story for 2021 was navigating um the |
5.279 |
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2022 is the withdrawal stimulus you know |
4.399 |
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back to 2009 federal reserve has been |
4.079 |
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think the big story for 2022 so far |
4.32 |
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3.9 |
4.961 |
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stocks oil's at 80 today |
4.64 |
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bit um but first i wanted to get your |
4.48 |
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the last three years are crazy i mean i |
4.72 |
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DATE
the last three years
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think we were 27 up in the s p 500 last |
5.04 |
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crisis since 2009 the s p 500 is up an |
6.4 |
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average of 15 a year is that a little a |
5.201 |
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the s p 500 for the last almost hundred |
6.32 |
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DATE
the last almost hundred
|
|
years has has been a price gain eight |
6.24 |
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nine percent somewhere around there |
3.759 |
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that's the average if you throw in a two |
3.44 |
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percent dividend it's ten percent or |
3.521 |
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eleven but |
3.76 |
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you know eight or nine versus fifteen |
4.8 |
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|
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percent that's extraordinary for 13 |
4.64 |
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|
|
returns for the last 13 years so there's |
4.559 |
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|
|
trending down for 20 years |
3.68 |
Jump to 323.68 |
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going to get a you know 2.5 mortgage |
4.64 |
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|
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already up to three three and a quarter |
3.199 |
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CARDINAL
up to three three and a quarter
|
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a lot but if the ten year goes from one |
4.08 |
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|
|
and a half percent to and it's three |
3.12 |
Jump to 345.919 |
|
|
you're not going to have 15 20 increases |
3.919 |
Jump to 363.84 |
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you know your home to appreciate 15 or |
3.599 |
Jump to 375.44 |
|
|
20 this year i would moderate that |
4.16 |
Jump to 377.039 |
|
|
kinds of returns in 2022 i still think |
3.84 |
Jump to 394.72 |
|
|
27 like it was last year |
6.359 |
Jump to 400.96 |
|
|
i wouldn't bet on that one |
3.879 |
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|
|
in 2022 well the thing about the stock |
4.72 |
Jump to 414.4 |
|
|
hershey bar is a dollar and suddenly one |
6.801 |
Jump to 434.319 |
|
|
year it's a dollar five the market could |
4.8 |
Jump to 438.0 |
|
|
thirty you know you're going to get |
4.239 |
Jump to 448.24 |
|
|
to abate in the first half of the year |
4.0 |
Jump to 477.44 |
DATE
the first half of the year
|
|
inflation what's moderate two three four |
4.479 |
Jump to 497.84 |
|
|
a dollar to a dollar five that's one |
2.56 |
Jump to 520.08 |
|
|
dollar 30 people are going to push back |
3.52 |
Jump to 522.64 |
|
|
so let's dive into one big tech stock in |
6.24 |
Jump to 553.2 |
|
|
market cap of three trillion dollars is |
5.519 |
Jump to 559.44 |
MONEY
three trillion dollars
|
|
right now for about 30 times forward |
4.4 |
Jump to 605.2 |
|
|
market is paying 30 times 2022 apple's |
7.04 |
Jump to 620.0 |
|
|
20 times forward earnings forward |
4.241 |
Jump to 631.519 |
|
|
um maybe got up to 22 or 23 somewhere |
5.12 |
Jump to 636.8 |
|
|
100 you know or 200 |
4.48 |
Jump to 697.44 |
|
|
risk-free investment one and a half |
3.68 |
Jump to 724.24 |
|
|
percent a ten-year bond ten-year |
2.719 |
Jump to 726.24 |
|
|
treasury bond will pay you one and a |
2.96 |
Jump to 727.92 |
|
|
half percent a year at the end of 10 |
3.601 |
Jump to 728.959 |
|
|
say i'm going to get 100 apple for the |
2.64 |
Jump to 738.8 |
|
|
next 10 years you can make the |
2.961 |
Jump to 740.399 |
|
|
now suppose the 10-year treasury yield |
5.12 |
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|
|
goes one and a half to three percent |
3.6 |
Jump to 749.44 |
|
|
think that's quite possible well three |
4.479 |
Jump to 757.6 |
|
|
risk i could get three percent risk-free |
5.2 |
Jump to 769.04 |
|
|
in the 10-year treasury well because i'm |
3.44 |
Jump to 774.24 |
|
|
apple's returned more than three percent |
3.52 |
Jump to 777.68 |
PERCENT
more than three percent
|
|
are getting hit eight nine ten percent |
4.72 |
Jump to 813.44 |
PERCENT
eight nine ten percent
|
|
worth paying 100 times |
3.12 |
Jump to 875.44 |
|
|
more reliant we are in the past two |
4.08 |
Jump to 906.8 |
|
|
two years out from now how much more |
4.959 |
Jump to 910.88 |
|
|
thoughts on crypto in 2022 |
7.279 |
Jump to 926.8 |
|
|
is one of the most important |
4.0 |
Jump to 936.639 |
|
|
technological advances of the last 50 |
5.599 |
Jump to 938.24 |
|
|
i you know have been for 32 years at |
5.279 |
Jump to 976.8 |
|
|
cnbc and 25 as the stocks correspondent |
4.0 |
Jump to 979.36 |
|
|
picking year one year two year three |
3.279 |
Jump to 1004.24 |
|
|
these rock posters for 30 years they |
3.359 |
Jump to 1030.48 |
|
|
is bitcoin worth fifty thousand dollars |
4.48 |
Jump to 1050.48 |
MONEY
fifty thousand dollars
|
|
three percent you know vig the jp morgan |
5.6 |
Jump to 1096.24 |
|
|
2022 so i i'm afraid we're going to do |
4.4 |
Jump to 1202.0 |
|
|
2022. that's my guess |
3.44 |
Jump to 1208.08 |
|
|
so our last question is one that |
4.079 |
Jump to 1212.96 |
|
|
looking to get investing for the first |
4.0 |
Jump to 1218.72 |
|
|
first time |
2.641 |
Jump to 1224.559 |
|
|
the one thing that we have known for |
4.08 |
Jump to 1232.0 |
|
|
money in the market if you're 25 years |
4.159 |
Jump to 1241.76 |
|
|
old or 30 years old you're going to live |
5.121 |
Jump to 1244.159 |
|
|
60 more years it is a silly question to |
4.24 |
Jump to 1245.919 |
|
|
i'm 25 oh maybe the market will go down |
4.961 |
Jump to 1250.159 |
|
|
three out of four years |
3.44 |
Jump to 1257.84 |
|
|
about this 10 years from now the key is |
4.639 |
Jump to 1261.28 |
DATE
this 10 years from now
|
|
financial adds is the s p 500 |
5.839 |
Jump to 1310.96 |
|
|
etfs that track the s p 500 uh vo which |
6.08 |
Jump to 1317.76 |
|
|
is a vanguard one you know they they |
4.56 |
Jump to 1321.76 |
|
|
charge three basis points a year that's |
4.64 |
Jump to 1323.84 |
|
|
three dollars for a ten thousand dollar |
4.239 |
Jump to 1326.32 |
MONEY
ten thousand dollar
|
|
can own essentially 80 of the stock |
3.921 |
Jump to 1330.559 |
|
|
you're a genius just pick stocks take 10 |
5.199 |
Jump to 1351.6 |
|
|
the market is a zero-sum game |
3.92 |
Jump to 1378.08 |
|
|
make three percent on your investments |
3.44 |
Jump to 1382.0 |
|
|
genius somebody has lost three percent |
3.8 |
Jump to 1386.84 |
|
|
you know if the s p went up five percent |
3.2 |
Jump to 1396.0 |
|
|
and you went up seven percent |
4.719 |
Jump to 1399.2 |
|
|
the whatever one percent |
4.479 |
Jump to 1410.32 |
|
|
go ahead take 10 |
4.64 |
Jump to 1432.159 |
|
|
go look at the s p 500 spiva report |
5.441 |
Jump to 1454.799 |
|
|
over a 10-year period |
4.56 |
Jump to 1464.4 |
|
|
85 percent of all fund managers |
6.56 |
Jump to 1466.32 |
|
|
underperform their benchmark 85 |
6.24 |
Jump to 1468.96 |
|
|
500 the reason that's happening is more |
5.119 |
Jump to 1521.44 |
|
|