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Superstar investor David Giroux on why stock market valuations are scary

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Buying the dip seemed like a straightforward strategy, but I didn’t realize there are important risk management techniques and ways to actually profit from it until 2024 ending Now, I feel a bit confused since my portfolio isn’t growing Any tips on what I should do? I’d really appreciate your help!
Comment from : @williamJohnsonq8f

Omg this is Fogel all grown up
Comment from : @aadityasaple

I used to think it was just about buying stocks, but I didn’t realize there are strategies for managing risk and actually making a profit Now I feel kinda stuck since I’m not seeing any gains in my portfolio Do you have any recommendations on what I should consider? I’d really appreciate it!
Comment from : @micheal_mills

Opinions on the market diverge; some claim overvaluation due to rapid gains, while others cite strong economic fundamentals justifying high valuations Raises concern for my $600K equities going 8 up and 20 down Should i hold on or sell off my positions and hold cash?
Comment from : @mydressmemos

Excellent discussion…impressive risk management perspective…really deep market understanding re bonds and stocks…merci…
Comment from : @jeandumoulin2521

Natalie Kayla Kimberly says that Giroux caution serves as a reminder for investors to remain disciplined, focus on long-term fundamentals, and be aware of the risks posed by an overheated market
Comment from : @NoahAnderson-y4n

I think investors should always put their cash to work, especially In 2025, we'll start to see more market diversification I'm hoping to invest about $350k of my savings in stocks Hope to make millions in this 2025
Comment from : @jeffDwyer1

Over the last 30 years I've never lost that much money investing in companies, land or property! Have a long view and you will be fine overtime, I hope this helps young people & the old host talking on this show
Comment from : @WayneClarke-n7b

Excellent guest!
Comment from : @ggttuuxx

Very knowledgeable guy, and yes the market feels overvalued, no doubt but his fund PRWCX T Rowe Price Capital Appreciation has underperformed the S&P 500 Index for its 1 yr, 3 yr, 5 yr and 10 yr performance --basically any period you want to look at Don't take my word for it Look it up The expense ratio on his fund is 71 basis points versus less than 5 for an index fund In short, skip active investing whether on your own or in a fund and just buy an index fund and get on with your life Jack Bogle said this 40 years ago and nothing has changed
Comment from : @denniskirschbaum9109

European stocks are currently under underrated Have a look at Generali, AXA, Allianz - all insurance companies or banks such as Unicredit, Intesa Sanpaolo, Deutsche Bank
Comment from : @josefhiebler7380

-10 in a month?
Comment from : @philippeyared2050

As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing I have a significant amount of capital to start with, but I'm unsure about the strategies and direct I should take to help me generate substantial profits like some people are this season
Comment from : @MarkAndy-x3o

When ISN'T David Rosenberg a bear??
Comment from : @jamesmorris913

Excellent interview His risk management is a lesson to all who self invest We are in bubble territory and he has articulated this very well with data
Comment from : @lilmeers2424

FYI his fund returns were below S&P 500 for practically any time period S&P 500 did 20 better for past 5 and 10 years
Comment from : @MichaelBExperience

Superb!! Thank you!
Comment from : @luisportela6989

Thanks bud for keeping us financially Educated! Regardless of how bad it gets on the economy, I still make over $13,000 every single week
Comment from : @EmmanuelGusto

Medical - yes, it's maddening I am down 20 on AMGN while garbage stocks like PLTR or TSLA go up 3 or 5 multiple days in a row I feel like I am being punished for being smart
Comment from : @istvanpraha

Airbus vs Boeing & Rolls-Royce vs GE
Comment from : @robertocortesi4236

Disagree with utilities vs staples More regulatory risk and interest rate risk
Comment from : @nonexistent5030

Looking back at GE over the last 20 years im surprised we dont have more folks considering the same possible outcome for the Mag 7
Comment from : @nonexistent5030

11:50 aurora stock, IR, HLT, MCK 13:30 high momentum one yr, next yr stable stocks 14:35 Healthcare cheap GARP Utilities: AEE, NI, CNP (16:40) 21:00 Boeing 21:45 FTV
Comment from : @mechannel7046

How come your own Trow is down so much no progress in years ?
Comment from : @rolm7877

Maybe -- and this is just a hypothesis -- investors are expecting AI to reduce labor costs and boost profits in ways that obviate historical valuation patterns brbrI'm not saying I believe it, but I wonder if other people do
Comment from : @mattreames7005

if you can make money for people you will be the smartest guy in the room and borderline God like
Comment from : @alexanderjarmarillo4858

I am about 88 Percent Cash since about November 15th Sorry But I am still a little long in some equity funds and holding some Treasuries
Comment from : @Unsolicitedbias

Irrationally ruling the market ! Many folks are going to get an ass kicking
Comment from : @jpgsf1978

WoW SUPERSTAR Investor Giroux WOOOOOW !
Comment from : @TakeOver1616

It's been quite a pump But you know, with crypto, the big question is always when to take profits What are your thoughts on that? I've been holding $250k worth of crypto since 2021 and seen it pump n dump
Comment from : @SteveKalfman-yv7co

The pump-n-dump bots have been salting these comments Be cautious not to be led to a poison well
Comment from : @Michael-v4p2o

G rowthbrA t brAbrR easonablebrP ricebr😊😊😊😊
Comment from : @edmundlively8137

I have owned Capital Appreciation Fund for years Great returns with less volatility
Comment from : @dansturgis9882

Nice work
Comment from : @luisfernando-mm3jt

Massive inflows of passive money from all over the world into US equities and ETF's is driving the bubble
Comment from : @Tobacc0

This is an interview to watch twice, I think brAmazing he can talk that fast with two Jolly Ranchers in his mouth
Comment from : @StephenDoty84

Yeah, speaking of growth funds, the top gainer year to date of all the biggest mutual funds has been Fidelity Blue Chip Growth, up over 40 so far, last I saw
Comment from : @StephenDoty84

David is phenomenal, my favorite active manager
Comment from : @scottcody8498

Consuelo Mack is beautiful
Comment from : @moneyindabank

Momentum gets blown up by index investing
Comment from : @viking722nj

Lately, every YouTuber has been wasting out time with all these snipers and verbose introductions It’s really crazy unless YouTube is encouraging them to make their videos lousy so everyone moves over to shorts
Comment from : @Notrocketscience101

19:48 BOEING [BA] outlook ✈️
Comment from : @jimb1580

Invest into companies you understand
Comment from : @JorgePerez-np9on

"Thought leaders"?????? I left at that point
Comment from : @saintpreferred9223

Terrific interviewer and special guest; really enjoyed watching
Comment from : @ltclaw392

This is one of my favorite interviews ever! Thank you so much!
Comment from : @brianwray4320

best investment channel in youtube
Comment from : @laoxutouzi

This Guy looks intelligent 🤓😊
Comment from : @nirbhaijagpal8157

I'm a long time viewer of Wealth Track and investor in TROE funds I'm very pleased with both Thank you for having Mr Giroux on your show
Comment from : @neviswarren

I enjoyed this Will check out $FTV
Comment from : @kbkesq

Always a pleasure to hear real and seasoned portfolio managers with a proven track record speaking as most of the people on money channels are just punching their (fear) case or (speculative) investment product Thank you for this interview as it provided valuable information about the stage of the market
Comment from : @jean-marcducommun8185

These constant camera jumps are very distracting, let the guy finish his thoughts!!
Comment from : @NorthStarPNW

YTD, last 12 months and last 24 months, this guest’s TCAF has underperformed the S&P500, S&P500 Growth and Russell 1000 Growth ALL awhile charging a higher fee than the other three ETF Not impressed with this guest
Comment from : @VegasVaron

A “conservative”…risk aware active manager… Have owned fund before he took it over…he is third manager I have seenall different approaches but same mandate His ETFs are a different approach Can still lose money in big down turn …just NOT as much …te 2008-09 I was there…has great risk adjusted returns…you don’t find that in sp index funds over time
Comment from : @stevenblack122

I first bought PRWCX in early 2004, even before Mr Giroux became manager I held it in my taxable account for about 10 years, sold and soon after bought it in my Roth IRA It's been a nice ride Good to hear that an ETF is available for anyone to own
Comment from : @DaveSchmrdr75

Thank you very much
Comment from : @jmcmob608

Market is broken -- the passive bid and the direction of it's flows is all that matters today in the market
Comment from : @michaeloconnor6683

MMF’s pay as much as short term bonds
Comment from : @CharlesVaughn-bm9gq

BAd theory leads to bad practice Don’t believe a word
Comment from : @joedirnfeld

But every day, valuations are fiction What's different now?
Comment from : @coachhannah2403

Been an investor in PRWCX for over 10 years, Giroux is the real deal I'm more bullish on equities in 2025, but I use his fund as a nice balance to my tech/growth lean
Comment from : @SMTraz

Always loved Wealthtrack Interviews like this show why Fantastic interview and commentary Thanks to both Consuelo and David for their time in bringing us this content
Comment from : @Dub5673

Excellent content Thank you
Comment from : @sco0tpa

Ive been hearing fearful experts for the past several years I wouldve missed out on two years of 25 plus yearly gains had I sat on the sidelines
Comment from : @imdoc7872

What performance do you need to be a superstar?
Comment from : @HelloWorld-hb7yt

Wonderful guest and discussion
Comment from : @Ryan_Tinney

I just stumbled on your channel and I think this was one of the best financial interviews that I’ve listened to in some time I thought the guest had some excellent insights
Comment from : @markoda8455

I find this superstar very negative I checked his TCAF compared to VTI (vanguard total index) over 5 years, and he got creamed Look it up yourselfI am staying passive in the marketand I am creaming these folks by 5X
Comment from : @mikeflair6800

I remember he kept saying utility in last interview and actually utilities went up at the end 😊
Comment from : @jasonmraz3239

When a guy like this with his record is a little scared -you better listen
Comment from : @scottprice4813

David is a great manager and guest Thanks
Comment from : @googtv1

widely followed bear 😂😂😂 that's a wild position to be in
Comment from : @rickfool1452

David needs to ease off on the coffee He talks super-fast I had to repeat sections to get his lessons, which are extremely valuable
Comment from : @paulhurst4445