Ryan (Chumba Casino Narrator)
👤 PersonAppearances Over Time
Podcast Appearances
I mean, kind of wild, but that's how history works.
Yeah, they shared it on like, look at this. It gets out there first. But yeah, I mean, because remember that day, the market popped because President Trump said something like, oh, 10 percent. Oh, 10 percent across the board. Good. And then we zoom in and look. And then, yeah, it was wasn't too fun after that.
Yeah, they shared it on like, look at this. It gets out there first. But yeah, I mean, because remember that day, the market popped because President Trump said something like, oh, 10 percent. Oh, 10 percent across the board. Good. And then we zoom in and look. And then, yeah, it was wasn't too fun after that.
Yeah, they shared it on like, look at this. It gets out there first. But yeah, I mean, because remember that day, the market popped because President Trump said something like, oh, 10 percent. Oh, 10 percent across the board. Good. And then we zoom in and look. And then, yeah, it was wasn't too fun after that.
Well, let's hope not first off.
Well, let's hope not first off.
Well, let's hope not first off.
Right. Well, I hear I made a joke. I mean, they don't need that much drama with the market, but I see what you're saying. So what we're doing with with our models, right, the money we run. I mean, if someone's really worried about things, there's things you can do. You don't have to just be in like mag seven. Right. The large technology names, which is obviously struggled so far this year.
Right. Well, I hear I made a joke. I mean, they don't need that much drama with the market, but I see what you're saying. So what we're doing with with our models, right, the money we run. I mean, if someone's really worried about things, there's things you can do. You don't have to just be in like mag seven. Right. The large technology names, which is obviously struggled so far this year.
Right. Well, I hear I made a joke. I mean, they don't need that much drama with the market, but I see what you're saying. So what we're doing with with our models, right, the money we run. I mean, if someone's really worried about things, there's things you can do. You don't have to just be in like mag seven. Right. The large technology names, which is obviously struggled so far this year.
You can diversify. We say when in doubt, diversify it out. That's what we're doing. I mean, we have more international exposure right now than we've had in a long time. Because, again, the issues with the U.S., you look around the globe. I mean, listen, Germany's about 23%, 24%. China's up double digits. Lots of countries in Africa are up double digits this year.
You can diversify. We say when in doubt, diversify it out. That's what we're doing. I mean, we have more international exposure right now than we've had in a long time. Because, again, the issues with the U.S., you look around the globe. I mean, listen, Germany's about 23%, 24%. China's up double digits. Lots of countries in Africa are up double digits this year.
You can diversify. We say when in doubt, diversify it out. That's what we're doing. I mean, we have more international exposure right now than we've had in a long time. Because, again, the issues with the U.S., you look around the globe. I mean, listen, Germany's about 23%, 24%. China's up double digits. Lots of countries in Africa are up double digits this year.
There's a lot of other opportunities. So you can diversify. You don't have to just be in 100% stocks. I mean, you can be in bonds. Now, bonds haven't done all that great this year. But look at gold. I mean, gold has done incredibly. Now, listen, gold's awfully, awfully overstretched, I think, in the near term. So those are all some things that we've done in some of the models.
There's a lot of other opportunities. So you can diversify. You don't have to just be in 100% stocks. I mean, you can be in bonds. Now, bonds haven't done all that great this year. But look at gold. I mean, gold has done incredibly. Now, listen, gold's awfully, awfully overstretched, I think, in the near term. So those are all some things that we've done in some of the models.
There's a lot of other opportunities. So you can diversify. You don't have to just be in 100% stocks. I mean, you can be in bonds. Now, bonds haven't done all that great this year. But look at gold. I mean, gold has done incredibly. Now, listen, gold's awfully, awfully overstretched, I think, in the near term. So those are all some things that we've done in some of the models.
Like, we made a name for ourselves at Carson Group this time two, two and a half years ago.
Like, we made a name for ourselves at Carson Group this time two, two and a half years ago.
Like, we made a name for ourselves at Carson Group this time two, two and a half years ago.
early 23 most of 23 saying there'd be no recession say there'd be a bull market i know it's like oh okay you said that trust me when i say this that wasn't popular people hated that i mean i don't know why people hated that call because they were promised a bear market promised a recession we went against it we had like 91 to 92 overweight equities or equities in our unconstrained tactical models that we run i know it's a mouthful that's just saying we had a lot of stock exposure because we thought stocks do really well the last couple years