Investing & The Global Economy - Live Q&A
PensionCraft 1:05:05
13,950 views · 475 likes Watch on YouTube ↗
Do you have a question that you would like to ask Ramin? Well, this is your chance! You can ask Ramin anything about investing or the global economy and Ramin will answer your questions live at 7pm UK time on Thursday the 5th of October 2023.
📈 If you want to access the Trackers that Ramin uses in this live stream then why not become a Premium pensioncraft.com member? To find what else we offer and how you can join our friendly community click here https://www.pensioncraft.com/investor-education/membership/
Small caps are cheap. Why do they keep getting cheaper!? - Listen to the latest episode of Many Happy Returns on your podcast app of choice or here https://many-happy-returns.captivate.fm/episode/small-caps
The small cap value video that Ramin mentions is here https://youtu.be/IoUNTQ6_Wak
New users of Stockopedia get a special 25% discount on any annual plan if they use this link https://stk.pe/pensioncraft or enter our promo code 'PC25' at the checkout.
This affiliate link provides you with a special offer and we may also earn a small commission.
What Else PensionCraft Offers:
❓ If you support PensionCraft on YouTube you’ll be supporting me to make more content and I will answer your questions and respond to your comments on YouTube as a priority https://www.youtube.com/pensioncraft/join
💡 Book a coaching session with Ramin so he can answer your questions in a one-to-one video call via Zoom: https://pensioncraft.com/power-hour/
📰 Sign up for our free weekly market roundup to get news and views about what's going on in the stock market and wider economy https://pensioncraft.com/market-roundup/
📖 Understand investment in more depth with my online courses https://pensioncraft.com/courses-we-offer/
Timestamps
00:00 Market roundup
06:08 If you had to choose between TLT or GLD right now for 10% of your portfolio, what would you choose?
15:28 Do you think we're going to go back to the 60Y average forward PE S&P500?
L&G multi asset fund???
20:47 Is it a good idea to switch from default PMC Multi-Asset Fund 3 with L&G pension? This is supplementary to DB pension. Thinking performance but also Mansion House reforms.
24:58 What do you think about your BBox investment now?
31:54 Are we in for a flat decade in the market?
35:30 Do you find using technical analysis 200 day moving average helps you when picking an entry point into a stock?
36:35 Do you really think Labour will be in no 10 nxt yr?
40:03 Is it better to invest in the ETF aggregate bond or buy the bond directly from a platform? I like the equity ETF (PRIW) but I’m not sure about bonds.
47:40 Where to park money for 3 months safely, with best returns. I contacted HSBC but they offer money market funds only for companies.
51:40 Apple CEO Tim Cook sold 511,000 shares, which were worth about $87.8 million before accounting for taxes. Is this a sign to a possible stock crash?
56:50 Would you invest in India for the next decade? The p/e is high just like S&P. Do they correlate highly?
58:36 I invest in 100% equities,85% MSCI world, 10% MSCI EM IMI, 5% MSCI small cap. Do you believe the small cap allocation will be worthwhile long term?
1:02:07 How do you feel about US bonds at the moment- over reaction?
Where Else You Can Find Me
🎧You can check out my weekly podcast all about investing here https://many-happy-returns.captivate.fm/listen
🌐 Website - https://pensioncraft.com/
📱 Twitter - https://twitter.com/PensionCraft
👨 Facebook - https://www.facebook.com/pensioncraft/
🔗 Linkedin - https://www.linkedin.com/company/pensioncraft
Tools I Use To Create My Videos
✔️ Data sources: I use https://cbonds.com as a high quality and comprehensive source of bond market data and my other two primary data sources are Koyfin and SharePad. My affiliate link for Koyfin is https://koyfin.com/?via=pensioncraft and for Sharepad https://sharescope.co.uk/pensioncraftsp (These links provide new users with a special offer and may give me a small commission)
The rest of the tools I use are free open source software:
✔️ ggplot2 package in R for my plots
✔️ RStudio to edit and run R code
✔️ OBS to record my videos and live streams
Take A Look At Some Of My Other Videos & Playlists
📹 Investment Strategies playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7Tci3mKU21drdoRFoNmIVbDd
📹 Economy & Investing playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TcRVeX3peMN1UF-NRCIFsM2
📹 Behavioural Investing playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TfwB8Gt65VfbgP4YMW_ctYE
📹 Investing Strategies From Beginners To Advanced video https://youtu.be/IY86PS2ow74
DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.
#QandA #Investing #PensionCraft
📈 If you want to access the Trackers that Ramin uses in this live stream then why not become a Premium pensioncraft.com member? To find what else we offer and how you can join our friendly community click here https://www.pensioncraft.com/investor-education/membership/
Small caps are cheap. Why do they keep getting cheaper!? - Listen to the latest episode of Many Happy Returns on your podcast app of choice or here https://many-happy-returns.captivate.fm/episode/small-caps
The small cap value video that Ramin mentions is here https://youtu.be/IoUNTQ6_Wak
New users of Stockopedia get a special 25% discount on any annual plan if they use this link https://stk.pe/pensioncraft or enter our promo code 'PC25' at the checkout.
This affiliate link provides you with a special offer and we may also earn a small commission.
What Else PensionCraft Offers:
❓ If you support PensionCraft on YouTube you’ll be supporting me to make more content and I will answer your questions and respond to your comments on YouTube as a priority https://www.youtube.com/pensioncraft/join
💡 Book a coaching session with Ramin so he can answer your questions in a one-to-one video call via Zoom: https://pensioncraft.com/power-hour/
📰 Sign up for our free weekly market roundup to get news and views about what's going on in the stock market and wider economy https://pensioncraft.com/market-roundup/
📖 Understand investment in more depth with my online courses https://pensioncraft.com/courses-we-offer/
Timestamps
00:00 Market roundup
06:08 If you had to choose between TLT or GLD right now for 10% of your portfolio, what would you choose?
15:28 Do you think we're going to go back to the 60Y average forward PE S&P500?
L&G multi asset fund???
20:47 Is it a good idea to switch from default PMC Multi-Asset Fund 3 with L&G pension? This is supplementary to DB pension. Thinking performance but also Mansion House reforms.
24:58 What do you think about your BBox investment now?
31:54 Are we in for a flat decade in the market?
35:30 Do you find using technical analysis 200 day moving average helps you when picking an entry point into a stock?
36:35 Do you really think Labour will be in no 10 nxt yr?
40:03 Is it better to invest in the ETF aggregate bond or buy the bond directly from a platform? I like the equity ETF (PRIW) but I’m not sure about bonds.
47:40 Where to park money for 3 months safely, with best returns. I contacted HSBC but they offer money market funds only for companies.
51:40 Apple CEO Tim Cook sold 511,000 shares, which were worth about $87.8 million before accounting for taxes. Is this a sign to a possible stock crash?
56:50 Would you invest in India for the next decade? The p/e is high just like S&P. Do they correlate highly?
58:36 I invest in 100% equities,85% MSCI world, 10% MSCI EM IMI, 5% MSCI small cap. Do you believe the small cap allocation will be worthwhile long term?
1:02:07 How do you feel about US bonds at the moment- over reaction?
Where Else You Can Find Me
🎧You can check out my weekly podcast all about investing here https://many-happy-returns.captivate.fm/listen
🌐 Website - https://pensioncraft.com/
📱 Twitter - https://twitter.com/PensionCraft
👨 Facebook - https://www.facebook.com/pensioncraft/
🔗 Linkedin - https://www.linkedin.com/company/pensioncraft
Tools I Use To Create My Videos
✔️ Data sources: I use https://cbonds.com as a high quality and comprehensive source of bond market data and my other two primary data sources are Koyfin and SharePad. My affiliate link for Koyfin is https://koyfin.com/?via=pensioncraft and for Sharepad https://sharescope.co.uk/pensioncraftsp (These links provide new users with a special offer and may give me a small commission)
The rest of the tools I use are free open source software:
✔️ ggplot2 package in R for my plots
✔️ RStudio to edit and run R code
✔️ OBS to record my videos and live streams
Take A Look At Some Of My Other Videos & Playlists
📹 Investment Strategies playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7Tci3mKU21drdoRFoNmIVbDd
📹 Economy & Investing playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TcRVeX3peMN1UF-NRCIFsM2
📹 Behavioural Investing playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TfwB8Gt65VfbgP4YMW_ctYE
📹 Investing Strategies From Beginners To Advanced video https://youtu.be/IY86PS2ow74
DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.
#QandA #Investing #PensionCraft
Category (YouTube): Education
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