The Stock Market Is Overvalued, Here's What I'm Doing Now

Duration

33:08

Captions

1

Language

EN

Published

Sep 29, 2025

Description

🎉 10,000 Member Patreon: https://www.patreon.com/josephcarlson 💵 Dividend Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=3b283352-1bff-31d9-8576-f5770c2bfdfd 🚀 Growth Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=39d17ae6-4a4a-3fc4-bb15-d86abe3fbb67 📈 Qualtrim Website: https://qualtrim.com/ Joseph Carlson After Hours: https://www.youtube.com/channel/UCfCT7SSFEWyG4th9ZmaGYqQ 00:00 Introduction 02:00 Overvalued Market 07:30 5 Quality Buys Today 19:27 Credit Market Concerns 23:38 EA Games Leverage Buyout 27:12 Tariff o=On Movie Industry 28:00 Fail Of The Week, Baby Naming --- Disclaimer -- Some of the links above are affiliate links, I can earn money from them at no cost to you. This content is not a solicitation, is not endorsed by M1, and was not reviewed by M1; the opinions expressed are solely those of the authors and do not reflect M1's views. Information presented is accurate as of the video posting date; for the most up-to-date information, please refer to m1.com. Before making any investment decisions, consult your personal investment, legal, and tax advisors, as this content is for informational purposes only and not intended as investment recommendations. -- Find me here -- Instagram: https://www.instagram.com/joecarlsonshow/ Twitter: https://twitter.com/joecarlsonshow My Favorite Investing Books: https://amzn.to/3KwyIhG All the tech I used to make this video: https://amzn.to/4547DLk About Joseph Carlson: I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, and timeline, and overall circumstances.

Captions (1)

00:00

Welcome back everyone. Today on the

00:01

Joseph Carlson Show, as our portfolios

00:03

gain in value, making tens of thousands,

00:06

if not hundreds of thousands of gains,

00:08

in fact, in my portfolio just this year,

00:10

I'm up a combined $100,000 plus between

00:14

the passive income portfolio and the

00:16

story fund. Now, the passive income

00:17

portfolio and the story fund are

00:19

performing at different rates. They're

00:20

both compounding steadily, creating

00:22

gains, and there'll be more compounding

00:24

in the future. But, of course, I'm not

00:26

the only one making gains. The overall

00:28

markets are going up this year with the

00:29

S&P 500 up 13.4%.

00:32

That's a really good year, far above

00:34

average, showing that we're still in a

00:37

massive bull market. The concerns about

00:39

the tariffs have been erased. They've

00:41

been replaced by investor enthusiasm. We

00:44

saw the swing in live time. We saw

00:46

investors move from being very depressed

00:48

and very concerned about their portfolio

00:51

to now incredible levels of optimism.

00:53

And that optimism has concentrated even

00:55

greater into the big tech companies, the

00:57

Magnificent 7. Those companies are doing

01:00

particularly well, driving the QQQ up to

01:02

17.4% gains year to date. This is a

01:06

strong year. Having the markets go up 13

01:09

to 17% is very notable. While the market

01:13

continues to go up and companies get

01:15

more expensive, today I'll be

01:16

highlighting five companies that remain

01:18

cheap. These are companies that have not

01:20

kept up with this rally. they've been

01:22

left behind and I believe undeservedly

01:25

so. So, I'll be highlighting five

01:26

companies that are still buys in today's

01:28

market and haven't been swept up in this

01:31

bullishness. Now, of course, we have a

01:32

lot of other news to get to. The credit

01:34

market is becoming concerning for many

01:35

investors, particularly ones like Howard

01:38

Marx, citing that investors are making

01:40

poor deals leading to increased risk in

01:42

the credit market. We'll be looking at

01:44

that. EA Electronic Arts is going

01:46

private in a $55 billion LBO. That's a

01:51

leveraged buyout. This is the biggest

01:53

one ever and it's done primarily by

01:55

Saudi Arabia's public investment fund.

01:57

We'll be going over this news and what

01:59

it means for the future of these

02:00

companies, what it means for the video

02:02

game industry and microtransactions. We

02:04

have President Trump implementing his

02:06

favorite tool, which is tariffs. And

02:08

this is a renewed threat on the movie

02:10

industry, saying that any movie made

02:12

outside of the United States will be

02:13

faced with a 100% tariff. What does that

02:16

mean? How would a tariff even work for

02:18

movies? Now, finally, we have our fail

02:20

of the week, which is a woman that's

02:21

made a business out of charging people

02:23

to help name their baby. In this case,

02:25

she charges $30,000,

02:27

30 grand, to name your baby. Now, she's

02:30

not the fail of the week, but her

02:32

customers are. We'll explain why in this

02:33

episode. Now, we start things off today

02:35

by looking at five companies that are

02:36

still a great deal in this market. When

02:38

you have these returns like the S&P 500

02:41

surging up 13% year-to date, the QQQ

02:44

going up 17% year-to- date, investors

02:47

not only get more confident, but they

02:49

become even more bullish. Investors

02:52

start buying more, and that's what

02:53

causes stock prices to become inflated.

02:56

That's what causes big bare markets to

02:58

happen in the future. This rally is

02:59

twofold. It's not only that companies

03:01

are growing their earnings, but it's

03:03

also the case that multiples have been

03:04

expanding, meaning that many companies

03:06

are becoming more expensive today than

03:08

they have been over the past year or

03:10

even the past couple of years. We can

03:12

look at this visually illustrated with

03:13

this chart. The blue line on this chart

03:16

is the S&P 500's price toearnings ratio

03:19

on a forward-looking basis. So, this is

03:22

with analyst estimates of the future.

03:24

And what you can see is that generally

03:26

speaking since 2008, the S&P 500 has

03:29

become far more expensive. Now, I

03:31

believe that part of the reason is

03:33

justified. In fact, it was the case that

03:35

in 2008, things were just cheap because

03:38

the economy was in shambles. Investors

03:40

were really concerned. As investors

03:42

started to buy back up equities and

03:44

businesses and things started to

03:46

recover, the economy grew, equities

03:48

became a little bit more expensive. And

03:50

it's also the case that equities today

03:53

generate higher margins, more profits

03:55

than they did even 10 years ago. So the

03:57

companies that are successful today, the

03:59

ones that are the best companies are

04:01

higher quality companies deserving of a

04:03

higher multiple. So we've seen that

04:05

happen over the past decade. We've seen

04:07

companies go from the range of a 12

04:09

forward PE ratio, a 14 forward PE ratio,

04:13

now up into the 20s. But what we see

04:15

more recently is what I consider a bit

04:18

more concerning. We know that after

04:20

2020, we raced into 2021 with a lot of

04:23

exuberance and optimism. The S&P 500 as

04:26

a whole went up into the low 20s PE

04:29

ratio. The S&P 500 since 2021 into 2022,

04:34

even into early 2023, fell dramatically.

04:37

Many of the top companies fell even

04:39

more. Microsoft went to $220 per share.

04:43

Now it's above 500. Apple went down

04:46

close to $100 per share. Meta went down

04:49

to $80 per share. Now it's at $750.

04:53

Netflix went from $750 per share down to

04:56

below $200 per share. Now it's up to

05:00

$1,200 per share, 6xing the return from

05:03

the very lows in 2022. In fact, that

05:07

entire pink column that you can see

05:08

there highlights this epic sell-off that

05:11

happened as a result of excess

05:13

valuations. In fact, valuations are very

05:17

important in investing. It's one of the

05:19

most important indicators of returns.

05:21

It's not just good enough to buy

05:22

high-quality companies. We need to make

05:24

sure that most of our buys happen at

05:26

attractive valuations that we're

05:28

entering into these companies when they

05:30

offer us good deals. That's where

05:32

investors get the really good returns.

05:34

That's where you get things like Netflix

05:36

going from $200 to 12, Microsoft going

05:39

from $220 to 500, Spotify going from a

05:42

$20 billion market cap to a $100 billion

05:45

market cap. You buy during times where

05:47

multiples have compressed. What we see

05:49

overall in this chart is that blue line

05:51

went from a 23 Ford PE ratio all the way

05:55

down to a 16. The S&P 500 was selling at

05:58

a deal. Investors that bought during

06:00

those time periods were dramatically

06:02

rewarded for every share they bought.

06:04

But now we just follow what's happened.

06:06

It's been great to see a recovery. I've

06:08

seen many of my stocks go up incredibly

06:11

fast since 2022. Obviously, for me, the

06:13

biggest winner has been Netflix. That

06:15

was one of my top positions, and having

06:17

it go up that dramatically from the lows

06:19

was a massive turnaround. But it wasn't

06:21

the only winner. Many companies that I

06:23

own, whether it was Microsoft or Apple

06:25

or Google, many of them spurred up from

06:27

2022 in present day now to around a 22

06:31

to 23 price to earnings ratio on a

06:33

forward basis. And we're back at the

06:35

place of all-time high territory, back

06:38

to where prices were in 2021. We have

06:41

another chart that breaks this down not

06:43

just by the indicy, but now we have the

06:45

Magnificent 7. The Mag 7 trades at a

06:47

much more elevated price to earnings

06:49

than the rest of the market from a 22 to

06:52

around a 31 price to earnings ratio.

06:54

It's not the most expensive it's ever

06:56

been, but it's in the higher category.

06:58

Now, I'm not of the opinion that you

07:00

should try to time the market. That just

07:02

because valuations are high, you should

07:04

sell your investments. But I am of the

07:06

opinion that you should become more

07:08

cautious when everyone else is super

07:10

bullish, when everyone else is making a

07:12

lot of money in seemingly every company.

07:14

I still hold my investments. I'm still

07:16

buying stocks, but I'm doing so very

07:18

cautiously and deliberately. And I'm

07:20

focusing my buys on companies that I

07:22

still think are at very reasonable

07:24

valuations. And I'll highlight five of

07:25

them I believe are worth strong

07:27

consideration. Two of them are in my

07:29

portfolio, three of them are not. The

07:31

first one is a company that's in my

07:32

financial category. This is one that's

07:34

had a recent sell-off. It's S&P Global,

07:37

and I own this one across both

07:39

portfolios. The stock price is now below

07:41

$500 per share. When we look at some of

07:43

the metrics here, it trades at a 27 Ford

07:46

PE, 25 based off of 2026's earnings. And

07:50

the free cash flow yield is a healthy

07:51

3.6%.

07:53

Even adjusting for the stockbased comp,

07:55

which it's not that much because it's a

07:57

highly efficient business, it's still at

07:59

a 3.4% yield. We can put this in

08:01

perspective looking at the historical

08:03

valuation of this company. Here's the

08:05

trailing price to earnings of the

08:06

company. Now, obviously, if you could

08:09

have bought it in 2022, that would have

08:11

been the cheapest point to buy it, but

08:13

that's the case for nearly every

08:15

company. Today, at a trailing 37PE

08:17

ratio, this is one of the lowest

08:19

valuations this company has traded at.

08:21

And it's true that it can continue to go

08:22

down in valuation, but the company has

08:24

also become stronger over these years.

08:27

S&P Global is a tremendously powerful,

08:29

diversified, wide remote company.

08:31

They're growing revenue steadily, 10 to

08:33

11% per year. Their earnings per share

08:35

growing to the peak in 2021 despite not

08:38

having the same active market to

08:40

participate in. This shows the strength

08:42

of this company overall. The free cash

08:43

flow continues to grow near all-time

08:45

highs. In the most recent quarters,

08:47

they're generating in excess of $5

08:49

billion in free cash flow. They're

08:51

projecting for that to go up over time

08:53

as well. And despite that, the stock is

08:55

in the red year to date. It's completely

08:57

given up all of its gains. It did so

08:59

because another company called Faxet,

09:01

which sells market data, did not do

09:04

well. While the Swan is not a complete

09:06

steal, it's not one of the cheapest

09:08

companies in the market, it represents a

09:10

diversified, high-quality company that's

09:11

trading at a reasonable price that

09:13

hasn't followed with the surge in

09:15

enthusiasm that the rest of the market

09:17

has this year, and I believe this is a

09:18

good entry price. Now, the next stock

09:20

that's in my portfolio is one that I've

09:22

been beating the drum on for a while

09:23

now, and I'll mention it again. This is

09:25

one that I still believe is a buy, which

09:27

is Amazon. Now, I have a big position in

09:29

Amazon, $134,000

09:32

with $41,000 in the green. I bought a

09:34

lot of the company in 2022 when there's

09:36

the big sell-off. I've gone over

09:38

Amazon's bullcase extensively,

09:40

highlighting five points of I think this

09:42

one will be a secular compounder in the

09:44

future that investors will regret not

09:45

owning if they don't already own it. But

09:47

in this case, I want to highlight Amazon

09:49

just in terms of the valuation. When we

09:51

look at the company overall, it's made

09:52

no gains in 2025. Nothing. Amazon is

09:56

completely flat from the beginning of

09:58

the year. On a five-year basis, over the

10:00

past five years, this company's only up

10:03

40%. If we look at just the past 5

10:05

years, Amazon's revenue has gone from

10:07

$347 billion to $670. The revenue has

10:12

doubled, while the 5-year return has

10:14

only been 40%. AWS has gone from $50

10:17

billion in customer commitments to $195

10:20

billion. So AWS's contractual revenue

10:23

has 4xed over the past five years and

10:26

again the stock is up 40%. There's been

10:28

a lot of other notable advancements in

10:30

this company. We can take a look back in

10:32

2019 and 2020. The free cash flow is

10:34

higher then than it is today. But Amazon

10:36

has proven that it has the ability to

10:38

have explosive growth in their free cash

10:40

flow going from minus $30 billion to

10:43

plus 48 billion in a single year. That

10:47

is a $70 billion free cash flow swing in

10:50

a time period of 12 to 15 months. And we

10:52

can see that explosive nature in the

10:55

earnings per share in the net income of

10:57

the company. In 2022, the earnings per

10:59

share were $1 per share. Now they're

11:02

nearing $7 per share. This is an

11:04

incredible company. Meanwhile, the price

11:06

to earnings ratio of the company has

11:07

continually declined. Now it's near the

11:10

cheapest it's ever been at a mid30s PE

11:12

ratio. Amazon is another stock that has

11:15

not been caught up in this bull market

11:16

and it's worthy of looking at. Now,

11:18

finally, we move on to one that I don't

11:19

own. This one's Adobe. Adobe is a

11:22

company that a lot of investors,

11:23

including me, have been concerned about

11:25

primarily because of the competitive

11:27

landscape. First of all, we have stuff

11:28

like Google's Gemini Nano Banana. A

11:32

silly name, but an incredibly powerful

11:34

image editing tool. You can basically

11:36

just type in anything, hit enter, and

11:39

this image editing tool will do it for

11:41

you. It'll change the fruits in a bowl

11:43

and it will make it look real. Well, if

11:46

you have this power just by text prompts

11:48

in Google, why do you need Adobe's

11:50

Photoshop? We also have other

11:52

competitors that have caused investors

11:54

concern. Ones like Canva. Canvas's web

11:57

browser based while Adobe is still

11:58

primarily desktopbased, meaning that

12:01

Canva has that nice feel of just opening

12:03

up a website and being able to easily

12:05

manipulate different things on the page.

12:07

In fact, Canva is incredibly

12:09

userfriendly. It's very easy to learn.

12:11

It's very intuitive. They can make

12:13

updates really quick with Canva. And

12:15

this has caused rapid user adoption.

12:18

Canva's growth has been exponential,

12:20

going from a 100 million users in 2021

12:23

to now 170 million users. And it's

12:26

difficult to believe that part of these

12:28

users weren't previously Adobe Photoshop

12:30

users. So, we see these metrics of other

12:33

companies that are competitors to Adobe

12:35

growing so quickly in the area of video

12:37

and photo editing. We compare that to

12:39

Adobe and it causes concern. Add on to

12:42

that that Adobe has this cloud above it

12:44

of being a company that seems a little

12:46

older or outdated, a little stodgy. Even

12:49

their billing practices of annual

12:51

lockins with monthly billing seems a

12:53

little out ofd. People don't generally

12:55

like it. So when we're looking at Adobe,

12:57

we're looking at a hated stock, a

12:59

company that is out of favor. Nobody

13:01

wants to own it. And we can see that in

13:03

the share price. Adobee's down 18%

13:05

year-to- date. In the past 5 years, it's

13:08

down 26%. When we look at the

13:10

fundamentals of the company, that tells

13:11

a different story. From 2014, 2015

13:15

onwards, it's grown at this steady,

13:17

gradual clip. Every single year, Adobe

13:19

just continues to grow its revenue at a

13:21

decent pace around 10 to 11%. In fact,

13:24

even looking at this in the past couple

13:26

of years on a quarterly basis, so this

13:28

isn't the trailing 12 months. We're just

13:30

looking at a quarterly basis, it grew at

13:33

10.72%.

13:34

This is incredibly resilient and

13:36

consistent revenue growth by this

13:38

company with seemingly no end in sight.

13:41

The profitability of the company is

13:43

increasing significantly. In fact, it's

13:45

grown its earnings at a rapid pace

13:47

because the stock price is so cheap

13:49

while management obliterates their share

13:51

count. Management has indicated that

13:53

they're loving this deal on their own

13:55

stock. They love it and they can't get

13:57

enough of it. They're buying back their

13:59

own stock handover fist. They reduced

14:01

the share count by 4% year-over-year

14:03

last quarter. When you reduce the share

14:06

count that fast, you grow the earnings

14:07

per share, you grow the free cash flow

14:09

per share, you grow every per share

14:11

metric. So Adobee's using this sell-off

14:13

as an opportunity to buy back

14:15

aggressively. If we look at the

14:16

increases in their share buybacks, we

14:18

can see this just over the past 10

14:20

years. This is the total amount that

14:22

they're repurchasing in common stock.

14:24

Going from about 5 billion a year, 8

14:26

billion a year, now up to repurchasing

14:28

12 billion of stock per year. They are

14:31

buying back stock every single day as

14:34

much as they can. As the valuation

14:36

falls, Adobe buys back more. The PE

14:38

ratio has been cut from a 40 trailing PE

14:41

now to a 22. The free cash flow yield

14:44

has gone from a 2.87 now to a six. The

14:47

price to sales of the company have gone

14:49

from an 11.26 down to a 7. And while

14:53

there's many risks to every investment,

14:55

Adobe is actually showing that many of

14:57

the so-called risks for this company are

14:58

actually a benefit. In fact, one of the

15:00

things that investors are concerned

15:02

about is a declining customer base due

15:04

to competitors like Figma and Canva and

15:06

Gemini's Nano Banana is not really

15:09

showing up in any of these metrics.

15:10

Again, Adobe themselves has said that

15:13

they have a strong customer base and

15:15

expanding user segments. Adobe serves a

15:18

diverse and growing customer base. A

15:21

growing customer base spanning business

15:23

professionals, consumers, creative and

15:25

marketing professionals, small

15:27

businesses, and large enterprises.

15:29

Strategic focus on enabling the next

15:31

generation of creators and business pros

15:33

through accessible price points. PLG

15:35

motion expands the total addressable

15:37

market. So Adobe themselves are saying

15:40

our customer base isn't shrinking. In

15:42

fact, it's doing just the opposite.

15:43

We're getting into more segments and

15:45

we're getting more customers. At a 15p

15:47

ratio and a 6% free cash flow yield,

15:50

this company is uniquely cheap in an

15:52

expensive market. Most companies of this

15:54

type of caliber, you're having a tough

15:56

time finding them below a 30p ratio. And

15:59

here Adobe is trading at roughly half

16:00

the price. Next up, we have a company

16:02

that's not one I typically talk about.

16:04

This one's named Constellation Software.

16:06

This is a traditional compounding

16:08

machine that many investors have

16:10

gravitated to over the years and it's

16:12

going through a sell-off. Constellation

16:14

is down 17% year-to date. Over the past

16:16

5 years, it's up 150%. That's still

16:19

market beating of both the S&P 500 and

16:21

QQQ. Then we have over the past 10 years

16:24

a staggering 560% return. The business

16:27

model of Constellation Software is

16:29

highly unique. They basically are a

16:31

capital allocator driven by just a

16:33

couple people that acquire these small

16:35

highly niche software companies and then

16:38

they let them operate under their

16:40

guidance where they implement best

16:42

practices and standards across the

16:43

board. You can look at some graphics

16:45

that just show the sheer volume of

16:47

companies that they have and it's

16:49

incredible. There's thousands of these

16:51

small software companies that they have

16:53

control over and implement best

16:54

practices for and they've perfected a

16:57

recipe of doing this consistently and

16:59

repeatedly. And there's a lot to like

17:01

about this company. For example, there's

17:02

consistent revenue growth of around 16%.

17:05

It's one of the faster growing companies

17:06

in the market. It's consistently

17:08

profitable and consistently growing its

17:10

free cash flow. The free cash flow per

17:12

share also grows near 20%

17:14

year-over-year. In a market where

17:16

everything is going up, Constellation

17:18

Softwares is not one of those companies,

17:20

and it's one worth looking at. Finally,

17:21

we get to another company that's been a

17:23

compounding machine for a long period of

17:25

time. This one routinely shows up on the

17:27

super investor charts. It's a company

17:29

that many investors in the compounding

17:31

circles talk about because of the niche

17:33

focus of this company and the ability to

17:35

continually grow earnings throughout any

17:37

environment. The company's called

17:38

Copart. Copart stock price is down 20%

17:41

year-to date. So massive

17:43

underperformance from the index this

17:45

year. Over the past 5 years, the stock

17:47

has also underperformed because of this

17:49

recent sell-off. The stock has gone from

17:51

a recent price of $63 per share now down

17:54

to 44. So, a huge sell-off, but over the

17:57

past decade, it paints another picture.

17:59

The stock is up nearly 1,000% over the

18:02

past 10 years, showing that this

18:04

sell-off is more of a recent event. Now,

18:06

Copart is another very niche business.

18:09

They have a global online auction

18:11

platform for salvaged, used, or damaged

18:13

vehicles. So, they basically own a lot

18:15

of land. They take care of a lot of

18:17

salvaged vehicles. They have bidding on

18:19

it. They have service fees attached to

18:20

it. They have all these other revenue

18:22

streams associated with it like

18:24

logistics and storage and title work and

18:26

they are the biggest in this category by

18:28

far. They leverage their huge network

18:30

effects with insure relationships to

18:32

secure constant supply of inventory. So

18:35

this company has carved out a nice area

18:37

where it can continually grow its

18:38

earnings and its cash flows. And the

18:40

valuation has plummeted from its

18:42

normally 35 to 40 trailing PE ratio down

18:46

to the territory where it's getting

18:47

close to where it was in 2022. Another

18:49

little nice part of this company, one

18:51

little gym in it, is that they're so

18:53

good at all this auctioning, all this

18:55

title work, that they've actually

18:57

invested in and created their own unique

18:59

software. It's proprietary, and it's

19:01

basically how to run this entire

19:02

company. This software is an investment

19:04

that other companies would have to make

19:06

to even compete with Copart. They've

19:09

been investing in it for years. They've

19:10

designed it specifically for the

19:12

business that they run where no other

19:13

plug-and-play software will really be

19:15

adequate. So, it's another bit of a moat

19:18

on top of an already significant moat.

19:19

If you're looking for a high-quality

19:21

company to potentially jump into when

19:23

it's down 20% year-to date, this is one

19:25

to do so with. Now that we've looked at

19:27

five companies worthy of buying today,

19:29

we can take a look at the macro picture.

19:30

The Wall Street Journal just had a

19:32

report out today that the credit market

19:34

is humming and it's causing some Wall

19:36

Street veterans, even ones like Howard

19:38

Marks, to become nervous about this

19:39

market. They say that investors are

19:41

gobbling up corporate debt like it's

19:43

going out of style, even though the

19:44

rewards by some measures are lower than

19:47

they've been in decades. The frothy mood

19:49

has some on Wall Street worried that the

19:51

market is priced for perfection and ripe

19:54

for a fall. They say that that is why

19:56

any bad news is touching a nerve and

19:58

raising the question of whether

19:59

something more profound is ailing

20:01

American borrowers. Two sudden

20:03

bankruptcies in the auto world, a

20:05

subprime lender and a part supplier have

20:08

triggered those conversations among bond

20:10

investors and analysts. So, right now,

20:12

things are going so good in the debt

20:14

market. People are flush with cash.

20:16

They're buying debt and they're not

20:18

really looking as close at the terms.

20:20

Similar to what we've been talking

20:22

about, investors start to become a

20:24

little bit more relaxed when stocks go

20:26

up and things seem like they're good and

20:27

they make worse deals. So, we have two

20:29

sudden bankruptcies making investors

20:31

rethink all of these things that they're

20:33

purchasing. They say so far there's been

20:35

no sign of a wider fallout. And each of

20:38

those situations had unique

20:39

characteristics that don't point to a

20:41

broader trend. But combined with other

20:44

challenges such as persistent inflation,

20:46

rising defaults on hot Wall Street

20:48

segments known as private credit, it is

20:50

enough to give longtime traders a pause.

20:52

quote, "There's been a very positive

20:54

investment environment for a long time

20:56

with a large amount of money and a lot

20:58

of optimism." This is from Howard Marx.

21:01

Now, Howard Marx loves this next

21:04

sentence. It's a phrase that he's used

21:06

over and over and over again. If you

21:08

followed him for years, you'll know that

21:10

he's used it for years. He says, quote,

21:12

"The worst loans are made at the best of

21:15

times." And he'll also say, inversely,

21:17

the best loans are made at the worst of

21:19

times. High yield bond analysts at

21:21

Barlade compared the current situation

21:23

with valuations so high and signs of

21:25

stress emerging to being in a Star Wars

21:28

garbage shoot with Princess Leia and Han

21:30

Solo. Quote, "The walls are compressing

21:33

on all sides. Ultimately, the fate of

21:35

this market could depend on the

21:36

direction of the economy. Some investors

21:38

note that the current benign environment

21:40

could continue if inflation pressures

21:42

ease and if there's no further

21:44

deterioration in the labor market. So

21:46

basically these bad loans and these bad

21:49

investments can work out still to a

21:51

positive if things go really well with

21:54

the economy and there is reason to

21:56

believe that things may just go well

21:57

with the economy. The economist Jeremy

21:59

Seagull believes that things are going

22:01

to continue to go well with this economy

22:03

and yesterday strong strong economic

22:05

data. I think that uh both on the trade

22:08

deficit going down and on the durable

22:10

goods report and I think all forecasters

22:13

have now raised their GDP estimates for

22:16

the third quarter. So with tame

22:17

inflation stronger uh real growth I mean

22:21

that these are all good signs for the

22:23

stock market.

22:24

He says inflation is tame that inflation

22:27

continues to stay relatively low and now

22:29

we're actually getting GDP revised

22:31

upwards. Investors and analysts are

22:33

expecting higher GDP, not lower, which

22:36

is exactly what we need for this good

22:38

scenario to play out, for these loans to

22:40

not go belly up. Now, while Jeremy

22:42

Seagull believes that things are better

22:44

than they look, inflation is actually

22:45

under control and GDP is going higher,

22:48

we have people like Michael Senfield

22:49

talking about how the ultra rich are

22:51

actually pulling back. They're pulling

22:53

away from risk assets like stocks and

22:55

real estate.

22:56

But for the first time, cash is coming

22:58

up a little, fixed income is coming up a

23:00

little. So, a little bit of a shift,

23:02

maybe a little bit of caution.

23:03

As the market goes up, the ultra rich

23:05

sell, they take their gains, and they

23:07

try to preserve their capital. He also

23:09

notes that this is a different type of

23:11

investing strategy than people trying to

23:13

earn money and compound wealth. They're

23:15

looking to preserve wealth first and

23:17

foremost and grow it secondly. So, this

23:20

the growth part is less important than

23:23

preserving what they have. That's a good

23:24

rule. If you can keep what you have, you

23:26

you'll do pretty well. While we shoot

23:28

for returns of maybe 10 to 15% per year,

23:31

they may be shooting for returns of 3 to

23:34

7% per year, just enough to beat out

23:36

inflation and preserve their wealth.

23:38

Now, moving on, we can get to some news

23:40

here. The big headline of the day is

23:42

that EA Electric Arts is officially

23:44

going private. The video game maker said

23:46

it would go private in a $55 billion

23:49

deal with a group of investors including

23:51

Saudi Arabia's public investment fund,

23:53

private equity firm Silver Lake, and

23:55

Jared Kushner's investment firm Affinity

23:58

Partners. So, you have a bit of a

23:59

hodgepodge there of big-time investors.

24:02

The biggest one is Saudi Arabia's public

24:05

investment fund. If you haven't been

24:07

keeping track, Saudi Arabia has been

24:09

trying to take specific assets from the

24:11

United States for a long period of time.

24:13

They did so with golf. They started Live

24:16

Golf, which competes with the PGA Tour.

24:19

They used immense amounts of wealth and

24:21

huge offers to buy out many of the top

24:23

golf players to compete in their league,

24:26

transferring a lot of the attention away

24:28

from the PGA Tour. And it seems like

24:30

they still have strong ambitions in

24:32

games and in sports. Saudi Arabia is the

24:34

one that's leading this purchase. And

24:37

this deal represents the largest

24:38

leverage buyout of all time. Now, a

24:40

leverage buyout just means that they're

24:42

using a ton of debt in order to complete

24:44

this transaction. My history of just

24:46

looking just looking at leverage

24:48

buyouts, immediately my thoughts go

24:50

negative. Whenever I see LBO, a leverage

24:54

buyout, I just immediately believe this

24:56

is bad news. We had the leverage buyout

24:58

of Caesar's Entertainment in Vegas. It

25:01

simply took on too much debt. And even

25:03

though Caesars in Vegas was profitable,

25:06

they couldn't service all the debt. The

25:08

debt amplified the risk in the deal

25:10

causing Caesars to go bankrupt. We have

25:12

other examples like Toys R Us. That was

25:14

another company that probably could

25:15

exist today without the leverage buyout

25:17

nature. The leverage again amplified the

25:19

risk causing the company to go bankrupt.

25:21

You have J Crew and Chrysler and so many

25:24

other examples. And although there are

25:26

examples of it working out okay, there's

25:29

some examples of it doing well, there's

25:31

many examples of this type of thing not

25:32

working. Another problem I I see with

25:35

this deal is the video game industry

25:38

already has a scourge. It's already

25:40

plagued by one thing, which is

25:42

microtransactions,

25:44

where when you pay $50 to buy a game or

25:47

$30 or $80 to buy a game, you're not

25:50

done buying it. Once you get into the

25:52

game, you have to keep buying the game

25:54

to be able to continue enjoying the

25:56

game. And that is through

25:57

microtransactions.

25:58

You buy the game once and then you have

26:00

season passes, you have skins, you have

26:03

uh new unlocks and weapons and vehicles

26:06

or whatever it may be. In some cases, to

26:08

even be able to compete in the game, to

26:11

be able to play it to its fullest

26:12

extent, you have to keep dishing up

26:14

money in more and more

26:16

microtransactions.

26:17

And these companies do this, of course,

26:19

to generate more revenue. They generate

26:21

more revenue because the video game

26:22

industry is a very difficult industry to

26:24

begin with. Now, think of that type of

26:26

problem of microtransactions

26:29

while having increased leverage on these

26:32

companies. If you believe that

26:33

microtransactions were a problem that

26:35

existed in the video game industry,

26:37

especially with EA games before the LBO,

26:41

you better believe that problem is going

26:42

to become dramatically worse after this

26:45

leverage buyout. The heavy debt load

26:47

that happens from these buyouts will put

26:50

further pressure on these companies to

26:52

monetize and monetize. They'll need

26:54

billions of additional revenue every

26:55

single year to just cover the interest

26:57

payments alone. Not just to get to where

26:59

they were before, but just to make up

27:01

the difference. So, I don't consider

27:03

this good news. I I don't think it's

27:04

good news for the video game industry.

27:06

Maybe I'll be proven wrong. Hopefully,

27:08

I'll be proven wrong. But right now, I

27:10

don't like this development. Now, next

27:11

up, we have news that President Trump is

27:13

renewing one of his threats. And this

27:15

time, it's another tariff, another big

27:17

number, 100% tariffs against any movie

27:20

made outside of the United States. He

27:22

says, quote, "Our movie making business

27:24

has been stolen from the United States

27:26

of America by other companies, just like

27:29

stealing candy from a baby." Trump

27:31

hasn't provided specific details on this

27:33

tariff. He's just argued that foreign

27:34

countries have undermined the US film

27:37

industry by tax incentives to get

27:38

Hollywood production to shoot overseas.

27:41

Now, we don't know how this would even

27:43

work. For example, if Netflix makes a

27:45

movie out of South Korea with a South

27:47

Korean production company, does that

27:48

fall under the tariff? Is it only a

27:50

movie that's filmed both within the

27:52

United States and outside? So, there's a

27:54

lot that we don't know from this news.

27:56

So far, Netflix seems to be shrugging it

27:58

off until we get further details. Now,

28:00

moving on, we finally get to the fail of

28:02

the week. In this case, it's an article

28:04

here. This is the headline of the

28:05

article. Meet the San Francisco woman

28:07

that charges $30,000 to name your baby.

28:10

Now, we get into some backstory here of

28:12

how she actually made this into a

28:14

business. Humphrey didn't set out to

28:16

build a luxury baby naming enterprise

28:18

when she started posting online a decade

28:20

ago about her baby naming obsession. She

28:23

was just hoping for a distraction from

28:25

one of her life's bleakest periods. The

28:27

37year-old Humphrey now has 100,000

28:30

combined followers on Tik Tok and

28:31

Instagram and an everexpanding portfolio

28:34

of more than 500 children's names that

28:36

she helped select. Her best spoke naming

28:38

service costs up to $30,000. Now, it

28:41

highlights that finding the perfect name

28:43

for a baby can often feel like high

28:45

stakes exercise in baby branding. So,

28:49

they're starting to act like babies are

28:51

like babies are are companies. It's like

28:53

a startup tech company or some company

28:55

you're starting and you need to brand

28:57

that baby for success. Humphrey is one

28:59

of a dozen or so professional baby

29:01

naming consultants nationwide whose

29:03

full-time job is to guide expectant

29:05

parents along their naming journey. See

29:08

the way that you can term anything

29:10

however you want. You can brand anything

29:12

however you want. Uh it's not just

29:14

giving a baby a name. Now it's a baby

29:17

branding and your baby naming journey.

29:19

She's also believed to be the only one

29:21

in the Bay Area where affluence and an

29:23

innovative ethos makes it one of the

29:25

niche industry's top markets. For some

29:28

moneyed parents, choosing a name is no

29:30

different than selecting a kitchen

29:31

backsplash. It's personal, yes, but best

29:34

outsourced to a pro. Humphrey's

29:36

clientele tends to span everyone from

29:38

high-profile celebrities to anonymously

29:41

rich, regardless of the intricacies of

29:43

their naming needs. This is real. I'm

29:46

not making up these sentences. I promise

29:48

you, uh, this is not satire. It

29:51

literally said, regardless of the

29:53

intricacies of their naming needs, now

29:56

to give a a child a name, it's

29:59

intricate. Uh, you have to have an

30:01

intricate experience doing so. If you

30:03

just want an email with some

30:04

personalized baby name recommendations,

30:06

that's $200. Need something far more

30:08

in-depth? Any higherend services which

30:11

start at $10,000 amount to VIP

30:13

treatment. Add-on features include baby

30:16

name branding campaigns, a genealogical

30:18

investigation designed to figure out old

30:21

family names, and even think tank to

30:23

discuss the top naming options. As

30:26

Humphrey notes on her official website,

30:28

the only limits are your own

30:29

imagination. Now, when I look at

30:31

articles like this, I don't use the term

30:33

grift that often. In fact, if you look

30:34

at my previous history, I rarely use the

30:37

term grift. And I personally believe

30:38

it's one of the most overused words

30:40

online today. People calling everything

30:42

where anybody makes any money a grift.

30:45

But in this case, I think that it

30:47

accurately defines what's going on here.

30:50

This feels a lot like a grift. having a

30:52

branding campaign for a baby, charging

30:55

$30,000 for VIP services to brainstorm

30:59

and think tank a baby, labeling it as

31:02

your baby naming journey, saying that

31:06

it's like picking out a backsplash for

31:08

your home. This is the level that we've

31:10

got to, and this is the problem that

31:11

many rich people face. When people get a

31:14

certain amount of wealth, when they they

31:15

get up into the upper echelons of

31:17

wealth, they start to distance

31:19

themselves from doing anything

31:21

themselves to the point where they just

31:23

take an executive role in every part of

31:25

their life, in every single part of

31:27

their life. When it comes to spending

31:29

time with your family, well, you can't

31:31

just spend time with your family when

31:33

you travel on vacations. You have to

31:35

have an assistant that makes the

31:37

itinerary for you. You have to have

31:39

helpers that take care of your children

31:41

for you while on vacation. So, no longer

31:43

are you spending time with your family.

31:45

Now you have assistants and executives

31:48

planning your vacations and taking care

31:49

of your kids while you go off and spend

31:52

time by yourself. They don't mow their

31:53

yards. They have yard care takers to do

31:56

that. They don't clean their dishes.

31:58

They have cleaning services to do that.

32:00

They don't cook their food. They have

32:02

cooks to do that for them. When you get

32:03

that wealthy, you get into the rhythm of

32:06

just paying someone else to do

32:08

everything for you. And we're seeing

32:09

that trend continue until we get to the

32:12

point of people actually paying $30,000

32:15

to have someone else think of names for

32:18

your baby. This literally is the least

32:20

amount of work possible, but yet they'll

32:22

pay to do it. So, the fail of the week

32:24

is not Taylor Humphrey. After all, she's

32:26

just taking advantage of this extreme

32:27

desire of wealthy people to outsource

32:29

every part of their life to someone

32:31

else. to have everyone else decide every

32:34

aspect of what they're doing. The fail

32:35

of the week is the customers, the ones

32:38

paying $30,000 to have someone else pick

32:40

out a name for your child. In fact, I

32:42

would go as far to say that if you're

32:44

paying someone else $30,000 to pick out

32:47

the name of your own child, that is not

32:49

only a failure, it's dishonorable.

32:51

You're bringing dishonor to your family

32:53

line. You and your spouse should be

32:56

picking out the name of your baby. Not a

32:58

consultant, not a PR firm, not a

33:01

branding expert. So, the customers of

33:03

this business are the failure of the

33:05

week. That's going to be it for this

33:06

episode.

Video Information

YouTube ID: XuIVc5pDN5c
Added: Oct 6, 2025
Last Updated: 5 months ago