In this roundtable discussion, we explain why we’re holding onto more cash right now. We dive into several indicators showing signs of market exuberance, discuss whether Warren Buffett is really “prepping for a crash,” and explain why valuation discipline still matters even in a rising market. We also explore what happens if markets continue climbing, versus how we would respond if a correction finally comes. Plus, we share pockets of opportunity we’re still finding in the market, and how much cash we think is reasonable to hold today. All this and more in our latest episode!
00:00 Intro
00:46 Indicators
03:53 Buffett prepping for a crash?
06:03 EPS growth
07:52 Valuation discipline
11:32 What if markets keep going up?
15:25 What if markets crash?
16:30 Watchlist
18:47 Conviction
21:57 How much cash?
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Here are a few more investing tips and tutorials to help you out:
💵 HOW TO INVEST IN DIVIDEND STOCKS
https://www.youtube.com/watch?v=AjpiAx3j8L0
🏢 HOW TO INVEST IN REITS
https://www.youtube.com/watch?v=qEzy7HFoEeA
🏖️ HOW TO GROW YOUR CPF FOR RETIREMENT
https://www.youtube.com/watch?v=bvZ3uH0FA0Q
📄 HOW TO READ A FINANCIAL REPORT
https://www.youtube.com/watch?v=m4WqlILejKs
📊 Get more investment insights, tips, and company analysis from our blog (100% free).
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🎙️Also on Spotify: https://podcasters.spotify.com/pod/show/the-fifth-person...
