Bill Ackman dropped his short on bonds, Barrons has argued in favor of bonds, and Howard Marks has argued it’s time to buy credit. We observe these arguments in this episode.
In this episode we discuss the troubles Google has in cloud, along with Microsoft, Meta, Vici, Canadian Pacific earnings reports.
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00:00 Introduction
03:15 Two Stocks I’m Buying
08:05 It’s Time To Buy Bonds
16:49 Realty Income Corp Acquisition
18:14 McDonalds Earnings
19:50 Nelson Peltz Gains On Disney
24:20 Jeremy Siegel Is Bullish
26:50 People Upset at Fidelity
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🎉 4,000+ Member Patreon: https://www.patreon.com/josephcarlson
🚀 Growth Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=39d17ae6-4a4a-3fc4-bb15-d86abe3fbb67
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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.
