Detailed Guide To Markets 2024 – Buy Emerging Value or T-Bills!

Here is the comprehensive guide to markets for 2024 talking about stocks, global opportunities, the economy, inflation and interest rates to help you invest your money in 2024.

0:00 Guide to Markets
1:25 S&P 500
8:00 Economy
10:08 Rate of interest
13:57 Bonds
17:09 International
19:13 Investing

Buyback videos
buybacks ruin worth
Buybacks haven't produced any value since 2015

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Detailed Guide To Markets 2024 – Buy Emerging Value or T-Bills!

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47 Comments

  1. Excellent macro-economic analysis. There is no alternative in sufficient quantity to rival the USD and T-bills as safe haven assets at the moment. People will still flood into USD and T-bills in events of crisis and as a result it makes sense that America has the strongest financial market in uncertain times.

    1. there is an alternative, but people don’t get it and it will likely cost them, it already is costing them given the low yields…

  2. Sven, do you think Berkshire Hathaway can be a good defensive position in a portfolio, given how much cash they keep as dry powder, and their reputation for doing relatively well in turbulent markets?

    1. if the market goes down, BRK follows, but then they buy things others are selling, so long-term better for BRK, but don’t think short term it will be much of a hedge with a PE ratio of 20.

  3. Emerging markets, China very particularly, are cheap, but what catalyst can turn things around though? All the catalysts in China have already happened, and yet here we are in 2024, still dropping daily.

    1. FED pivot and inverted yield curve brings recession as always, SP500 falls 50 percent and China 80 percent

    2. Russia showed us that we cannot have faith in dictatorships…

      ‘Emerging markets’ is a synonym for ‘dictatorship countries’

  4. Hi Sven, Happy New Years ! I’m writing to make an humble request ; The bests stocks and ETF for India. In the light of your video, I wish I could have some good infos on what companies/sector of India are looking interesting. Thank you very much and greetings from Montreal !

  5. Very much interested on how the Fed would react to inflation picking up if rates are lowered too much and the effects on consumers. Most of the things I’ve read is that central banks tend to monetize the debt by printing because of the pain of the debt burden in Ray Dalio Big Debt Crisis book. Therefore very interested in seeing another point of view for curiosity. Also I would suggest breaking down the implications of a high PE ratio (higher risk of stock market decline). I often find that people tend to forget such implications.

  6. Looking forward to the video on “how the Fed can lose control”. I will bring out my popcorn for that one!

  7. I liked your comment against buy backs. I’ll have to check out the videos you did on them. I wish they would make the tax rate on buy backs (currently 0%) at least the same as that on dividends, so there wouldn’t be any preferential treatment. Both are forms of return of capital, I don’t see why a direct return to the shareholder as a dividend should be at a disadvantage.

    1. buybacks have a tax advantage but as soon as the price of the stock goes up, the advantage is gone

  8. Hi Sven, thanks for your video! You’ve repeatedly mentioned the high US debt level. With 30% being held by foreigners and a significant portion at minimal interest rates, shouldn’t we consider adjusting the number when expressing concern about it?

  9. I would suggest people go to EM countries and see for themselves how vibrant, forward looking and hungry for success their are. Witness it on the ground and you will understand how ridiculously cheap they are valued given all the vibrancy and potential. Saw it myself in Asia, Brazil and Mexico.

  10. Thanks for the insight. I am in New Zealand (you might remember) and I get term deposits for 1 year from the bank at 6.1%. That is where I park some money until the interest starts to go down as I expect our value stocks to start gaining at that point… also our nice hedge, where we have a lot of money parked (don’t wanna say the name here in the open). NZ is really interesting as hedge against a weak USD and EURO. Maybe some value stocks to be found here? You had a look a while ago but might be worth it again.

    1. ​@@Value-Investingabout 5.5 percent. I don’t hold any stocks on nzd, only hkd, euro and USD for our core investments… But nz companies are solid and pay high dividends. Economy is going good as tourism returns to normal

  11. You mentioned Emerging Markets. What do you think of buying index funds in emerging markets? Like VWO for example? I know you’re not fond of index funds in American markets, but would it be a safer route with EM?

    1. Accept that nothing realy is safe!
      how about
      5% Indonesia ETF
      5% Ukraine Index
      5% OMX north ETF
      5% Argentina ETF
      5% Gold
      10% EM ex China ETF
      10% EM ETF
      25% World ex US ETF
      30% Berkshier (Warren Buffet)

  12. The debt is unsustainable and interest rates must come down at some point to sustain the debt until some end game. They also must inflate their way out of debt as well. Man, we are so screwed. Gonna be paying a 1000 dollars for a hershey bar or cheeseburger one day.

  13. As years accumulate to my investing life, less interested I am in analyst projections ja news outlets. I just make my own projections based on economic activity at work, my own spending habits and reading earnings/balance sheets of companies. Thank you Sven for putting this channel out here.

  14. When i saw the thumbnail i was actually thinking about that Peter Lynch quote: “If you spend 13 minutes a year on economics, you have wasted 10”. I feel like there is more value in analysing businesses, but one also has to be aware of the markets for sure. But i feel like bottom up investing is definitely the way to go – easier with tailwinds (emerging value)

  15. Sven as usual, great vid. Can you share your source where you found the graphs? The graph of “relationship between PE and average real returns of the subsequent 10-15 years” has a R^2 = 0.2 others I found are in 0.3 or above. Statistics is fun, but misleading.

  16. Thanks for this update Sven, I also appreciate the real world data from your friend in Canada. I have lately been thinking about when coworkers order take out food for lunch almost every day. Nobody pays cash, so it’s logical they are charging these purchases to credit cards and paying extremely high interest on these balances. Interesting to observe trends and the real world impacts, which many people choose not to see, but the consequences are very serious!

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