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By "YouSum Live" 00:00:00 Avoiding hype and staying grounded 00:01:04 Need for mathematical ability in investing 00:01:24 Understanding company valuations and cash flow 00:01:52 Significance of developing a sense of worth 00:02:11 Social wealth and relationships in investing 00:02:31 Impact of reputation on decision-making 00:04:57 Spreading joy through small gestures 00:19:24 Building meaningful relationships with influential figures 00:26:13 Importance of adding value in relationships 00:26:16 Strategic engagement with individuals for mutual benefit 00:28:02 Investing in relationships as a valuable asset By "YouSum Live"

By "YouSum Live" 00:00:00 Importance of documenting decisions 00:00:19 Reflecting on decision-making process 00:00:47 Adjusting positions based on feedback 00:01:24 Mindful decision-making for portfolio management 00:04:00 Embracing constraints for creativity 00:06:01 Impact of regulatory constraints on teamwork 00:08:02 Leveraging constraints for creative outcomes 00:09:00 Balancing expectations with long-term compounding 00:10:20 Navigating uncertainty in investment outcomes 00:18:59 Financial security and independence as the goal 00:19:31 Long-term compounding without catastrophe emphasized 00:20:25 Surviving and compounding in the market crucial 00:23:00 Importance of resilience and downside protection highlighted 00:25:18 Balancing risk and reward in investment decisions 00:27:02 Warren Buffett's strategy of focusing on survival 00:28:26 Learning from past decisions to improve future strategies 00:29:27 Gradual approach to taking bigger investment risks suggested 00:30:32 Initial cautious investment approach and subsequent success By "YouSum Live"

Super admirable to be transparent on one's return. You beat even those who might have higher long term return but not being open about their mistakes and limitations. There's still a long way to go till you are 99 year old.

I’m 52 hoping to end the rat race by 60 with above $1M. I know money is a liability to be exchanged for assets with real value like real estate (properties for rent) stocks (dividends) bonds (interest) But, what is it with bitcoin? I hear a lot about it and I'd love to diversify my portfolio.

But why does black rock want to own single family homes?

Such a Quality Interview.

11:10 Cloning and asymmetry 19:55 Investing is NOT a team sport 29:30 Circle of competence 36:50 Generic traits; know yourself 41:00 Current education system 45:30 *Importance of concentration* 51:30 We’re old too soon and wise too late 54:30 How to grow initial capital

I was a stay at Home mom with no money in my IRA or any savings of my own, which was scary at 53 years of age. Three years ago I got a part time job and save everything I make. After 3 years, I am 56 yo and have put $9,000 in an IRA and $40,000 in my portfolio with CFA, Evelyn Infurna. Since the goal of getting a job was to invest for retirement and NOT up my lifestyle, I was able to scale this quickly to $150,000. If I can do this in a year, anyone can.

Great format of content. Thank you for posting Guy

On luxury retail estate, I've been looking at Watches of Switzerland Group, one of top two largest and oldest retailers of Rolex (50% of revenue) and other top watch brands. Your comment on luxury retail estate was good to think about. Rolex has to give approval to any new store which WOSG wants to open up. On the other side, WOSG are one of only a few retailer partners of Rolex which has enough scale to then be able to afford these luxury locations. Trading at circa12x Owner Earnings, growing >15% CAGR

What he says really, is forget RUclips fear and flame videos and focus on the task🔥Good interview

Why not just buy mag7 only😊

I lost over $70k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Natalie Rose Strayer

Starting with buying a general S&P ETF is an easy way to start. I love Guy's book, as well as William Green's as a primer. Investing is a journey, so you should start with baby steps. The Motley Fools daily podcast is a great tool to learn about how to talk about Investing...and not getting trapped into trading or speculative assets like Crypto until you have an established and diversified portfolio.

Thanks for your insights Guy. Good interview Brandon

can you, please, link the original interview?

@@GSpier12 What is on your list of rules or questions and answers you have to go through in order to buy or sell something?

Attending the Bershire Hathaway meeting is expensive :)

I missed your video the other day, and man, my day was so boring...

Where is the full video?

It starts with picking the right assets that appreciate in value over time. Like bitcoin. Also it involves less engagement with politics.

Is it possible to have access to your letter for investors? Thank you for your sharing. Cheers

nice one

Great to hear about great minds 🙏 thank you for the lovely memories

From my side, I guess the buying GOLD is great for the wealth, since the countries are doing so to restore wealth. Its my 2 scents of analysis. Love ur analogy.

The best investment strategies for cash you are waiting to deploy or wanting to hold are simple. Follow the S&P 500, Invest in $VOO or $SPY and you’ll outperform most investors if you DCA into these ETFs. Doing this i have grown my portfolio to $800k.

Value Investing is Replicatable, the fundamentals give yOu a road map to follow. I enjoyed the Chat Fella’s. Always. JS

Always excellent Content Mr. Spier. Happy to see Tom as well. 💡

It’s hard if you ignore trends such as bitcoin

♥...I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Natalie Rose Strayer.

A great interview. One point I've just spent some time thinking about, it's a bit harsh saying if all new investors who invested in Nvidia just got lucky. It really depends on how much research they did. Stan Druckenmiller brought Nvidia after GPT-3 came out and held most of his stake through to Q1 2024, and he's a great investor. Nvidia's P/E hasn't actually changed from Jan 2023 average, so it can't be said that investor's got lucky on the valuation multiple going crazy either. Of course if an investor didn't do much research, and believes they can replicate 100s of percentage point returns each year, then yes, that can't be replicated. But if they realized the short-term demand for their A.I chips, brought as part of their portfolio and then it went up multiples, then it's at least a combination of smart and lucky.

Love from India Guy...... We love you

Guy love your interviews your casino analogy has to be one of the best I've heard

Watching the crypto market's ups and downs shows how quickly things can change. In crypto, strategic, informed trading isn't a choice; it's a must. Remember, caution is as crucial as ambition here. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 1.2Biitcoin to a decent 11.4Biitcoin... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape…..

After endless thinking & analysis, we find that after taxes and fees, a market cap weighted index is the intelligent strategy. Now you have time to pursue other interests.

Equal cap weight index doesn’t work Joel Greenblatt got this wrong. Stick to regular indexing

As always, very interesting content. I see many paralells from stock investing to body building. A very strong one is that each human is different and figuring out (quickly) what works out best for you has an huge effect on the results.

"You don't have any people who didn't take the vaccine who had an adverse reaction, cause they're all fucking dead"??? That has to be one of the stupidest, most elitely ignorant, lies I've ever heard. Case in point. I did NOT take the vaccine. I did eventually get COVID (two years in), and I'm fine. NOT DEAD! I don't think Guy Spier is in ANY WAY qualified to make these sort of statements on medical issues. I can tell you this. If you don't take the vax, you don't have to worry about dying from the side effects! What an imbecile. Even now he says this. When there is now proof positive the mRNA jab is harmful. Guess it's like Forest Gump said "stupid is as stupid does". And to think I found this guy, due to his association to Mohnish Pabrai, and thought he might be a sharp guy. Boy was I wrong. What a dipstick.

For many years I held the weighted and unweighted S&P 500 etf...and for many years they ran pretty concurrent in returns, however recently the return on the equal rated etf has not only significantly under performed the weighted, but overall not performed that well.

Found Daniels RUclipschannel: youtube.com/@danielpronk?si=9vCHQy__fi11jkQS

Interesting conversation! What the name of Guys interview Partner? Could anyone post the name of his youtubechannel ?

By the way, who is the interviewer? Does he have a RUclips channel?

Listening to your podcast always gives me some new dimension to analyze what is happening in this market.

I agree with a lot, but staying completely out of the magnificent seven just because they are the biggest and most talked about is not necessarily the best approach either. Just look at how cheap Meta got in 2022. It's funny because one would think that the largest companies in the world would be efficiently priced, but it is clearly not the case. There is value to be found in both small and large companies i think. The good thing about being an individual investor is that you can move freely, you're not limited to either small or big companies.

Never take your eye off the ball.

Tom!!!!

Thanks guy you are a good person

shameless cloning

#posh

I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Natalie Strayer