Description
In this packed episode of The Canadian Investor Podcast, we start by discussing Bitcoin's impressive rally following the U.S. presidential election. We explore how a less hostile regulatory environment could impact the crypto industry and debate why some portfolio exposure to Bitcoin might make sense in today’s macroeconomic environment.
Switching gears, we tackle the ongoing debate about whether the stock market is overvalued, comparing the top 20 U.S. companies today to 20 years ago. We unpack how today’s high-margin, high-growth companies differ from the commodity-heavy, low-growth businesses of the past and why a blanket “stocks are overvalued” statement might overlook crucial nuances like revenue growth and operating margins.
Finally, we analyze Berkshire Hathaway’s ballooning cash reserves, Warren Buffett’s aggressive selling of equities, and the implications of the Buffett Indicator hitting historically high levels.
Tickers of stock discussed: BRK-B, AAPL, NVDA, MSFT, GOOGL, AMZN, 2222, META, 2330, LLY, AVGO, TSLA, WMT, JPM, V, XOM, UNH, NOVO.B, 700, ORCL
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Braden Dennis and Ryan Henderson hop on the mic to discuss some interesting trends and key earnings reports from Q3.
Tickers of stock discussed: NKE, SBUX, NFLX
Check out our portfolio by going to Jointci.com
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Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s...
Published 11/25/24
In this episode of The Canadian Investor Podcast, Simon and Dan dive into the potential impacts of a Trump presidency on Canadian investors.
From the threat of tariffs on softwood lumber and dairy to the potential benefits for certain industries, they discuss the uncertainty ahead. Will capital...
Published 11/14/24