Ryan (Chumba Casino Narrator)
👤 PersonAppearances Over Time
Podcast Appearances
i mean didn't crash but market pulled back a lot in three days and there was a lot of fear most years are going to have those scary headlines you can do yourself a big favor by coming into the year just expecting a 15 correction at some point during the year you know bear markets happen every three and a half years we had two bear markets started this decade and believe me a very very close bear market just a couple weeks ago so so those things do happen but sure enough now we blink and we've come well off those lows and i get the negative sentiment i get the negative calls that people have made
i mean didn't crash but market pulled back a lot in three days and there was a lot of fear most years are going to have those scary headlines you can do yourself a big favor by coming into the year just expecting a 15 correction at some point during the year you know bear markets happen every three and a half years we had two bear markets started this decade and believe me a very very close bear market just a couple weeks ago so so those things do happen but sure enough now we blink and we've come well off those lows and i get the negative sentiment i get the negative calls that people have made
i mean didn't crash but market pulled back a lot in three days and there was a lot of fear most years are going to have those scary headlines you can do yourself a big favor by coming into the year just expecting a 15 correction at some point during the year you know bear markets happen every three and a half years we had two bear markets started this decade and believe me a very very close bear market just a couple weeks ago so so those things do happen but sure enough now we blink and we've come well off those lows and i get the negative sentiment i get the negative calls that people have made
There's always some bulls. There's always some bears. But I think when we look at the entire picture and backdrop, there's still an economy that likely avoids a recession. It slows down. We just got a negative GDP print, right? Just last week, got a negative GDP print in the first quarter. Well, that's not great. But then you peel back the onion.
There's always some bulls. There's always some bears. But I think when we look at the entire picture and backdrop, there's still an economy that likely avoids a recession. It slows down. We just got a negative GDP print, right? Just last week, got a negative GDP print in the first quarter. Well, that's not great. But then you peel back the onion.
There's always some bulls. There's always some bears. But I think when we look at the entire picture and backdrop, there's still an economy that likely avoids a recession. It slows down. We just got a negative GDP print, right? Just last week, got a negative GDP print in the first quarter. Well, that's not great. But then you peel back the onion.
it's because a lot of companies bought a lot of stuff ahead of time ahead of tariffs inventory sword trade exports imports exports took out like five percent of gdp so if you look at something called final demand which is like spending from households and businesses it was like 2.3 i'm not saying 2.3 is great but i'm saying that's fairly that's a fairly solid economy heading into all this tariff stuff is it slowing down absolutely the economy is slowing down but it doesn't mean you have to go into a recession
it's because a lot of companies bought a lot of stuff ahead of time ahead of tariffs inventory sword trade exports imports exports took out like five percent of gdp so if you look at something called final demand which is like spending from households and businesses it was like 2.3 i'm not saying 2.3 is great but i'm saying that's fairly that's a fairly solid economy heading into all this tariff stuff is it slowing down absolutely the economy is slowing down but it doesn't mean you have to go into a recession
it's because a lot of companies bought a lot of stuff ahead of time ahead of tariffs inventory sword trade exports imports exports took out like five percent of gdp so if you look at something called final demand which is like spending from households and businesses it was like 2.3 i'm not saying 2.3 is great but i'm saying that's fairly that's a fairly solid economy heading into all this tariff stuff is it slowing down absolutely the economy is slowing down but it doesn't mean you have to go into a recession
And in recession is when you tend to get those really big 4,000 number that I figured who you said said it, but whoever said 4,000 on the SP, I mean, that's calling for a recession, right? I guess I'm not in that camp quite yet.
And in recession is when you tend to get those really big 4,000 number that I figured who you said said it, but whoever said 4,000 on the SP, I mean, that's calling for a recession, right? I guess I'm not in that camp quite yet.
And in recession is when you tend to get those really big 4,000 number that I figured who you said said it, but whoever said 4,000 on the SP, I mean, that's calling for a recession, right? I guess I'm not in that camp quite yet.
No, it sure is. And listen, we have something called home country bias, which, like the name would suggest, where you live is what you tend to invest in. The good news for most people, well, I guess you've got international listeners. You definitely have international listeners. But for people in the U.S., you know, if you've been overweight in the U.S.
No, it sure is. And listen, we have something called home country bias, which, like the name would suggest, where you live is what you tend to invest in. The good news for most people, well, I guess you've got international listeners. You definitely have international listeners. But for people in the U.S., you know, if you've been overweight in the U.S.
No, it sure is. And listen, we have something called home country bias, which, like the name would suggest, where you live is what you tend to invest in. The good news for most people, well, I guess you've got international listeners. You definitely have international listeners. But for people in the U.S., you know, if you've been overweight in the U.S.
the last 10, 15, 5 years, last 2, 3 years, you've done really well, really, really well relative to the rest of the world. You know, the easiest way is through ETFs, right? We really like developed international ETFs. I'm not technically allowed to mention any ETFs by name, but there are some very easy to find developed international ETFs. I mean, Germany is doing well.
the last 10, 15, 5 years, last 2, 3 years, you've done really well, really, really well relative to the rest of the world. You know, the easiest way is through ETFs, right? We really like developed international ETFs. I'm not technically allowed to mention any ETFs by name, but there are some very easy to find developed international ETFs. I mean, Germany is doing well.
the last 10, 15, 5 years, last 2, 3 years, you've done really well, really, really well relative to the rest of the world. You know, the easiest way is through ETFs, right? We really like developed international ETFs. I'm not technically allowed to mention any ETFs by name, but there are some very easy to find developed international ETFs. I mean, Germany is doing well.
There's lots of other countries are doing well that you can add a little bit like in our models that we run. You know, we've got like 10, 15 percent developed international in the models. You know, that's that's a decent amount. That's probably a lot more than a lot of RIAs have. A lot of other places have.
There's lots of other countries are doing well that you can add a little bit like in our models that we run. You know, we've got like 10, 15 percent developed international in the models. You know, that's that's a decent amount. That's probably a lot more than a lot of RIAs have. A lot of other places have.