If you're going to spend a lot of money on something, investors are going to want to eventually see returns. That's the case in Big Tech, where tech giants are spending billions of dollars on building AI products, but have yet to show the sort of result investors have been hoping for., are joined by Trent Smalley, investment adviser and portfolio manager at JSPM LLC. They discuss Big Tech's big capital expenditures and growing investor frustration with it.
Actually in one week or five or six training sessions, the vics going from the 60 to 65 to 17 or 18 where one day, that one day record was just, I thought it had to be close.Well, I think with the whole Japanese Yen carry trade last week, the market obviously had a bit case of the summer Ys and it didn't help that, you know, over the weekend, the news hit that Warren Buffett had sold a significant stake in a very large position in apple.
So if you have 100,000 bushels or 200,000 bushels or whatever it is, you go in short, the number of futures contracts, you would need to cover that position, thereby basically locking in your uh gains that you will look to sell the physical commodity uh in the fall.But if you're buying the grains or you want to buy the oil, you can lock in a future price as well.
Now we're watching those jobless claims this week and seeing if they spike higher and knowing full well that not maybe in every circumstance, not right away but A I is going to change the jobs picture as we know it. But if you look at long term returns on average, just using the S and P 500 you can bet somewhere between 8 to 10% annualized per year.Sometimes you're like 2, 2000, 22 you're down 20%.
So sticking with this younger investor, then what are, do you just pour your money into something like tech at that point and hope for a lot of growth because obviously you have a long runway until you need that you're shunning bonds.I think it kind of comes down to the individual's personal, maybe risk tolerance.
So if I don't think you want to have all of your eggs in one particular sector, now, if you're super young, I would probably steer clear things like the utilities.Um But I would just, just think of themes that will be present throughout somebody's lifetime.XL V.
By the way, you mentioned, uh earnings calls, if you want to find an earnings call, you just type in the company name like Microsoft Investor Relations, take you to that section of their website and you can see the schedule there. If they can invest that in, back into their business at a high rate of return, that's where compounding comes from.
I find, I find that interesting if you're, so if you're trying to invest in a single stock, is that your advice to look at, like, kind of look at these numbers before, which are available on Yahoo finance website, by the way, they are all of them.So if that stuff doesn't come easy, invest in an index, that is, I mean, don't do it if you go and pass it.
What if, what is the next big unidentified financial opportunity or UFO as we are calling them Trent.Uh and it's not gonna fit the mold of our fundamental criteria, but one that, that it's, it's called Rocket Lab.The problem with this higher interest rate environment that we found ourselves in.And by and large that entire time, uh rates had been fairly low, abnormally low for a very long period of time.
How do you go about picking like to me space tourism, that's like a unique sector if we want to call it that like sure we have consumer discretionary, we have materials, those are like set S and P sectors.Probably the same way that you would decide whether or not to take a space to her?Uh, over time, we may, with the benefit of hindsight in 10 years, we, we may look back at this show and be like, boy, what did the opportunity of a lifetime at the time seems super risky.
If you think the fundamentals of these businesses are changing tick by tick or you might get some volatility off an announcement, but that's, that would be the limit.I mean, sure, I get that you have to kind of measure your own risk tolerance.
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