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I think I would pay to hear Mark talk about crypto at the end of every q&A

I believe Canada, along with the U.S. and Mexico, are T+1 settlement now, not T+2

Is there a reason why vast majority of your portfolio is managed externally? Since you are quite up to date with the market, I don't see a reason why you would have them externally managed (because there are fees) other then for the interest of time and perhaps the comfort level of taking risk on large positions.

Hi Mark is the applied series be valuable for someone wanting to break into private equity?

Great stuff again!

This

Hi Mark. Besides copper and gold, do you like uranium or any other commodities?

I watched the documentary 'Inside Job'. Made me wanna rethink why I'm doing CFA

This video weirdly got me. It made me realize why I flunked Level 1. It's because of my lazy attitude towards my work. Thanks Mark for opening my eyes.

How important you think is du pont for financial statement analysis. Can it be done on companies of all sectors or a particular sector

Adobe! when you don't cancel your trial it forces you into a full year subscription. Just terrible. Enjoyed this as usual. Thanks!

Soooo buy Tesla?

Please tell us how Nietzsche’s philosophy has shaped you as an individual and helped you in life. Do you strive to become an Übermensch, or do you consider yourself one?

When are you planning to start the channel about philosophy that you mentioned recently?

Hi Mark, what is the best way to save on taxes for capital gains in the USA: a personal brokerage account or an account under an LLC/S-corporation? Could you please guide me through the pros and cons of both options?

No way!!! Dosed beer for the win Mark!

Hi Mark, From a pure economic perspective, if the US introduced 100% tariffs on Chinese EVs , who is more likely to benefit? Shouldn’t average American consumers be upset about this move ? As they won’t have an access to affordable EVs ?

Hi Mark, From a pure economic perspective, if the US introduced 100% tariffs on Chinese EVs , who is more likely to benefit? Shouldn’t average American consumers be upset about this move ? As they won’t have an access to affordable EVs ?

Loved the Plato Chapter 7 part!

Hi Mark, Can you please share the link where you got the SnP spreadsheet attached in the video below

RE: BoJ releasing April minutes from monetary policy meeting .. Some officials were noted marking a weak yen's contribution to inflation, and emphasizing that BoJ must respond with monetary policy if exchange rate movements alter it's view on the outlook and risks. Would you give some commentary from your experience about potential expectations with this and the knock-on ripple effects? I was looking at it broadly as well as more directly JPY -> MXN as well. Thanks for your time, hopefully I got this question submitted for the Q&A outlook, if not I'll look for a live Q&A. Happy Market Holiday

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The growth you're looking for, is in the work you're avoiding

Are undervalued stocks preferable underlying candidate for selling puts? You seem to sell puts on underlying that have experienced price pullback or that are undervalued.

What option strategy can be used for fairly valued company to generate income? I don’t feel comfortable selling puts and having underlying (Deutsche Telecom) being put to me given price of stock. Premiums generated from selling ITM puts are low. Is it better to skip it and find a better underlying?

Any new updates on the applied level financial projections / modeling course that is supposed to be launching in august? Duration of the course? What company will be the focus?

Hi Mark, can you please talk about your overall portfolio. I really appreciate new positions but I would learn a lot by understanding how you put everything together. A Mark portfolio review would be a big hit!

CBO raised its federal budget deficit from 1.5T to 1.9T for 2024. I am slowly making my way over to your side of the fence. It will take a debt crisis for them to stop spending and I am worried if the FED goes to the zero line they won't learn anything and continue to spend

Any new updates on the applied level financial projections / modeling course that is supposed to be launching in august? Duration of the course? What company will be the focus?

Hi Mark, when do you think car.un will warrant a premium to the book value per share? Would it be toward the end of rate cutting cycle (perhaps when policy rate is near 2%)? Also what is your forecast on GTA housing price short term and longer term? I know you are bullish on them but what happens when they become too unaffordable (maybe 40x median income? Do they just stay at peak price but struggle to go up more? I feel like housing price is different than car.un because the tenants for car.un pays below market rent so their yearly rent will increase no matter what, and turnovers are even better for car.un as new tenants pay 20% + more in market rent. But housing price seems to be in a correction mode which contradicts what the financial theory says (especially condos, but some houses too) in GTA (and vancouver, the expensive areas). Curious to hear your thoughts about it. Also I am curious about why do you choose to sell your house? I am guessing the house is probably at 5-10% your net worth which isn't significant, so why not keep it as a "hotel" when you come to canada?

In your CPI/PPI video from last week you said the inflation in recent years was due to closing then reopening the global economy. What about some of the most massive government spending as a percentage of GDP ever?

Howard Marks did an interview precisely speaking on how the market is a pendulum. And will swing from one extreme to the other. When asked if he felt the equity market was at an extreme of greed yet, he stated that it’s above average. 40% towards greed. Still a long way to go before e he considers it greed. What are your thoughts on Howard Marks? He thinks markets can get a lot more expensive before a correction

On Microstrategy I looked at one of the convertible notes. Worth $600 million. And the dilution effect of that conversion represents an increase of only 1.3% of outstanding shares. What am I missing?

Mark, as always great stuff! The extensive analysis is always nice to watch! Any thoughts on China, in particular Alibaba? Seems to be a nice value play (David Tepper just bought nearly 1B of BABA) can you do an extensive analysis on that one? Thank you!

Mmmm sounds like an emotional bias. The whole point behind BIG data was always that you maximize profits with personalized no? Pharmaceutical companies already do this at the country level. What’s so different at the individual level? If you find an ETF to short, I’d take the other side of THAT bet

What did you make of retail sales and the negative revision to last month?

Question on Applied level content and positioning. Is it useful for small amount accounts to play along based on your guidance? I mean a 10-20k USD account in interactive brokers. Would it be problematic to get in and out of positions? Also, small accounts have limits on what an individual account can or can't trade (e.g. bonds, options, etc). Just looking for input on how much of the content might be unreachable by simply having less money in a brokerage account.

Wow, CFAI is going woke? Next curriculum maybe throwing in some critical race theory?

Is it logical to think of making mortgage payments as dollar cost averaging into an investment?

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Hi Mark, thanks for the great videos. 2 questions: 1. How would you go about finding all the stocks that make up a subsector/peer group? 2. Is their any finance podcasts you'd recommend for learning/news?

Great take on Tesla Mark. Fully agree.

Stellantis sending all engineers back to the office

NextEraEnergy announced they are selling some stock, is common for a company like this that has very low debt costs? Do you expect this to be accretive to the shareholders?

If there are.onlu a few stocks reporting, why don't you just check one by one them and find out what's going on there? Who's right and who's wrong.

Thanks Dr Mark..On Sunday's live stream a question was asked regarding that when the fed begin their cutting cycle do you expect equities to go even higher, which you would normally expect given Present values will be discounted with lower discount rates...but the questioner on Sunday also asked could you see a scenario where the fed cut but we still see a Market correction and recession....acknowledging the length of time of YC inversions, could you possibly shed more light on where you think potential stress points are to cause such a senario?. Thank you for everything loving the Applied Series.

If capreit is returning the capital, isn't that lowering your cost basis for tax purposes?

Hi mark, I am a cfa l3 candidate with a shitty job . According to you after gaining experience and profitability in the market regularly at what point you think is right in terms of capital or experience to start hiring people and start a hedge fund by raising some funds as this is what i am aiming for.

During the rate cutting cycle, which would yield the most returns given current valuations: technology, utilities, or duration? Regarding what you said about efficient markets may not be correct in the Sunday q&a, if you believe that the market is incorrect about some information that's publicly available, but it does not correct after a few quarters, when do you take your losses and end the trade? Perhaps this may also be when you start wondering/believing you're wrong

Hi Mark - Two questions: 1. Regarding personalized pricing. I agree that it is likely that regulators and politicians will jump in to curb this practice and that no one wants to pay a higher price than other people for the same product. However, from a purely theoretical economic perspective doesn’t this technically increase market efficiency as each consumers marginal willingness to pay is more accurately captured which in turn better approximates the “actual” demand curve (all else equal of course)? 2. Given your position on the new level III tracks (portfolio management is the only one worth pursuing at the moment). I’m wondering if you feel similarly for the practical module options. I am currently studying for the level II exam and have the choice between the “analyst skills” module focusing on equity research and the python modules. Would you say the analyst skills module is more valuable right now as it is further within CFAI’s core competency space and also feeds better into the portfolio management track for level III? Or is the python module equally valuable since we are in a highly data dependent world and AI is the current exciting buzzword for businesses looking to hire?