I’m joined by Justin Oh of Cents Invest to discuss the macro market, correction, top stocks in his portfolio, stock picking vs index fund, crypto and more.

Justin Oh on Twitter: https://twitter.com/acouplecents

Justin Oh on YouTube: https://www.youtube.com/c/JustinOCents

Cents Invest on web: https://www.acouplecents.com/

Timestamps:

00:00 - Introduction

00:50 - Russia invading Ukraine scenario - risk?

02:50 - Take on overall markets

13:00 - Comparison to dot com bubble

18:50 - Inflation, money supply, supply chain, GDP growth

26:45 - Importance of valuation skills

28:30 - Bitcoin, crypto valuation

52:10 - Bitcoin investment strategy

1:00:20 - Outsized gains, concentration vs index fund investing

1:08:40 - Stock looking at, Builders First Source

1:13-30 - Thoughts on $Zoom and $TDOC Teladoc stock

1:18:48 - Thoughts on Shopify stock $SHOP

1:20:40 - Thoughts on Roblox stock $RBLX

#Stocks #Investing #Bitcoin

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💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

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