Seth Klarman 2022 Interview Summary (Fed, Dollar, Interest Rates, Economy & Investing)

Interview with HBS summary. Excellent worth knowledge as constantly from

0:00 .
1:52 The Existing Market
5:17 Inflation
7:58 Fed & Interest Rates
10:31 Dollar Safe House
12:22 Effective Markets
19:25 Bias vs. Noise
21:47 Current Opportunities
27:50 Worth
29:34 Crypto

Seth Klarman Portfolio
The Superinvestors Of Graham And Doddsville
Europe
Ark Invest

Margin Of Safety Book –

Summary of what I do (Research Study Platform, Performance, Portfolios, Technique).

What is this channel all about? Worth Investing:.

My 5 Core Stock Market Investing Beliefs.

My enthusiasm is to look for low danger high benefit financial investment opportunities with a long-lasting organization owning like focus. I apply my accounting abilities and investing experience in order to discover the very best services to own that provide the possibility to lead me towards my monetary goals.
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Modern Value Investing book:.

Inspect my website to hear more about me, read my analyses and about OUR charity. (YouTube ad money is contributed).
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Brokers video:.

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Constantly bear in mind: "Investing includes danger of loss".

Interview Summary (Fed, Dollar, Interest Rates, Economy & Investing)

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34 Comments

  1. WARNING: As the channel grows (thank you all for that), there are more and more scammers impersonating me. The only thing I am selling is my Research Platform and Book ​​https://sven-carlin-research-platform.teachable.com/p/stock-market-research-platform
    All that I do, the real links to my content are in the description of the video, I don’t give out my Whatsapp number and I don’t sell any Cryptocurrency related things! BE CAREFUL OUT THERE!

    1. There is one advantage of crypto over gold: you don’t need to store it. No storage/insurance costs. Just imagine storing gold for 100 years and the associated “maintenance” costs… which in turn limits gold’s use to times of crisis, speculation, jewelry and some minor production uses. On the other hand, you won’t be able to hold bitcoin for 100 years either – at least that’s my guess. Because I assume the ledger will be hacked when computing power gets good enough. Though, they may update cryptographic strength over time? Maybe you just need to re-transact your coins to get them to a more secure ledger level? Interesting question 🙂

  2. Hey Sven, thanks for adding value to us viewers/subscribers. As the probability of interesting investing-opportunities that may come up in the short or middle term increases, it would be interesting to hear your updated thoughts on hedging. Of course I have seen your older videos about this topic, but it would be, for example, very interesting to hear, if there are stock categories (according to Lynch) that are more suitable for hedging than others or if these companies show some sort of special characteristics. Keep up the good work!

  3. “Most people are wired to be bullish” Tha for me is the best sentence in the video.
    I have noticed myself falling into that trap. It is so easy to lose yourself in positive scenarios, especially if they are likely, and to overlook the downside risk or brush it off as “unlikely”.

  4. Great video Sven, thank you! I love Seth and have enjoyed his book immensely. Thanks for this summary!

  5. Great recap of thoughts of a first-class investor. I think he also owns the horse that won the Preakness Stakes, not that this is relevant. Anyhow, if we followed the strategy of those like Klarman, we would be much better investors.

  6. As others have said, thank you for the effort and time it took to pull this video together and share it with your audience. You rock, doctor Sven!

  7. I just hope that FED does not try to save the market by lowering rates or print more money
    and start another 3-5 years of bullish market.

    A capitulation of market is long due. Market reverting to the mean today is much valuable than that happening in 5 or 10 years later.

  8. What a great video. Thanks. You should start your own podcast 🙂 or host the audio of this video as podcast.

  9. About selling in panic… i was 60% down the gutter on my Alibaba investment when the stock hit $75-ish, but i doubled down on my bet.
    This did not come easy. 2 years of Sven, 10 value investing books, and a value investor buddy kept me grounded to instead be greedy in the panic.

  10. Heh. My portfolio is down 80% since start of this year. Living in a country bordering Russia and with most stocks in regional companies which I know and understand, it all wen’t crazy when Idiotin decided to go into Ukraine. I’ve not sold anything, I’ve increased my holding. The businesses are solid and no exposure to Russia. It’ll bounce back some day, could be 5 years from now or whatever, I really don’t even sweat it. My view on investing is that “never part way with money you aren’t willing to lose”. I’ve got enough tucked away elsewhere outside the stock market, so I’ll be fine.

    I’ve got a bunch of people that I know that just sold off everything to “save” what can be “saved” realising huge losses. Time will tell if they were right or if I was, but I’m not selling anything.

  11. Such wisdom. I’m from Iceland and i can confirm that indeed, because we have abundant green energy, huge crypto mining companies are pointlessly using the energy to mine these worthless things (the energy is cheap, maybe way to cheap). Not environmental (using huge amount of energy for this BS, which could have been used for more productive things instead). This has been going on for years. Not good at all.

  12. This is awesome. You are both informative and educational Sven. I am forever thankful for videos like these! Seth Klarman is a fascinating character

  13. 🗽 I remember very well 2002/2003… when the value of my stock portfolio went at the edge of a loss (after huge winnigs in the year 2000), I started to sell al lot of stocks. That was a crazy time… 🙈
    .

  14. Sven very good informative video as usual. I am a value investor an waiting to reinvest since I sold last November. Talk about value investor eh?. Margin of safety is very important for me especially in times like this. However if God gives me life till 90 would I really care to have a net worth 130 billion ? Nope! Then again I would care to have a couple of million dollars when I reach 65. I guess it is all about perspective.

  15. A fundamental problem with crypto is that the volatility caused by speculation works against widespread adoption by businesses. Why would a business accept/use a crypto when there is so much uncertainty around its future price?

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