Morgan Stanley's Wilson on Nvidia, Market Risks, Fed
Vložit
- čas přidán 24. 06. 2024
- Mike Wilson, Morgan Stanley chief US equity strategist, talks about where he sees risks to the market, monetary policy, the rise of Nvidia, and how just a handful of mega caps are driving US stocks today. He's on "Bloomberg Surveillance."
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: tinyurl.com/ysu5b8a9
Visit www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: / bloombergtv
Facebook: / bloombergtelevision
Instagram: / bloombergtv
Connect with Bloomberg Business on:
X: / business
Facebook: / bloombergbusiness
Instagram: / bloombergbusiness
TikTok: www.tiktok.com/@bloombergbusi...
Reddit: / bloomberg
LinkedIn: / bloomberg-news
More from Bloomberg:
Bloomberg Radio: / bloombergradio
Bloomberg Surveillance: / bsurveillance
Bloomberg Politics: / bpolitics
Bloomberg Originals: / bbgoriginals
Watch more on CZcams:
Bloomberg Technology: / @bloombergtechnology
Bloomberg Originals: / @business
Bloomberg Quicktake: / @bloombergquicktake
Bloomberg Espanol: / @bloomberg_espanol
Bloomberg Podcasts: / @bloombergpodcasts
AI stocks are set to dominate 2024. I prefer NVIDIA because they're well-positioned for long-term growth and support other AI companies. I know someone who made over 200% with NVIDIA. I'll also consider the other recommendations you made.
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
@@auboisdaline Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.
I work with BONITA JEANETTE RODRIGUEZ. She's highly regarded among financial experts. Just look her up online, you'll be impressed.
Thanks! After reviewing her credentials, I'm impressed too. I've scheduled a call with her for advice.
This video indicates you don't need a high IQ to be a good investor, just 2 qualities, self discipline and a lot of patience. Investing is mostly about behavioral psychology. How can I generate more income to retire with at least $3m for long term care?
investors like you should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.
It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $45k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.
I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advis0r? I'll be happy to use some help.
I've experimented with a few over the past years, but I've stuck with the popularly ‘’Amber Kay Wright for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info
One question please! Is NVIDIA a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%.
I've always advised the lnvestors i know to exercise caution when it comes to new buys, especially right now. Its best you thread the market with the guidance of a qualified specialist or reliable counsel if you dont know where to look.
I deal with an investment advisor for this reason. I currently have over $800k invested in a diversified portfolio that has grown exponentially and is suitable for all market seasons. Our current project for this year is a more concrete ballpark target.
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?
A little research on "Amber Michelle Smith" seems really remarkable, in my opinion.
Amber Michelle Smith is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I thought he hid under a rock after he completely missed the boat for him and clients. Nvidia is down a few days, and he reappears! Someone tell Mike Wilson that Elections drive bull markets! When rates drop the market roars!
And tom shill lee hid under a rock after he missed his forecast in 2022. Historically market goes down AFTER rate cut, because Fed only cut rates if economy hits the shitter.
Lol true and NVDA is rebounding
Can you remember when Willson was right????😂😂😂 I want his job 😅😅😅
Two years ago
Can't believe he's still around 😮
Great interview, super-intelligent, well-formed questions by the Bloomberg journalists.
Wilson has lost most of his credibility. I'm here just to read other comments.
Exactly! Is he still predicting S&P 500 3,000. Always negative on the markets. Permabear.
Just here for the comments.
Let’s create an inverse Mike Wilson ETF. You’ll outperform.
Honestly that fund would've crushed it!
ahahaha so true !!
@@TXDuckman1717 loved the comment
This dude is still not fired??!!
They should give me his job. Give BS forecasts and be wrong all the time and still get paid. Thats the dream
You gotta give it to him. He is sticking to his forecast from 3 years. Eventually market will turn bear in the future and he will say then I told you so.
This guy has still a job?
Does he still work for Morgan Stanley?
I would not listen to Mike Wilson you will get broke. He is the biggest bear. I’m more positive with the US market vs the rest of the world! Nvidia is the forefront of the next Industrial Revolution.
the biggest bear turned bull and upped S&P500 year end forecast.
Nvidia boat is a speeding ahead. Is not just the US companies need AI, it is the whole entire world want it.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Opting for an inves-tment advisr is currently the optimal approach for navigating the market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
Good things he's had such a good handle on things the past 3 years
He will be correct. Short term thinkers in these comments
@jamie-fm4el I get paid for long term investing and was buying heavily in Q4 2022 so I'm pretty happy, but appreciate you.
@@jamie-fm4el Great, he'll be correct someday after missing out on the greatest bull market in decades.
@@briansteward5085 pretty easy to be a bull market when our government is literally pumping billions into the economy. Government also giving massive number of jobs. The market will stay delusional as long as possible.
Hes still in the markets. Maybe he didn’t make as others but I’m sure he’s alright.
@@jamie-fm4el If it's so "easy to be a bull market" why did Mike Wilson get it so wrong?
Confusion from the Fed, they say 3 rate cuts, no rate cuts, rate hikes, one rate cuts, aah maybe future rate hikes, this is giving inconsistent and confusion in markets
Everyone said the market was crashing yesterday. It’s up today.
Crede, cineva, ce, vede, ei, latră, alty, fac, toțu, deocamdată, ma, uit, deși ul, cred, traduceți, pt, toty,, nu, uitați, moșu, vede, x,
Policy, economy and technology..All total and together, Absolutely Complicated, Absolutely, it is clear..
I keep telling both friends and family; Now is the perfect time to own a Tech Stock, With everything going on and seeing how the world is been run by AI and all Tech is here to stay and you don’t want to miss it
With everything going on in the market My advice to anyone starting out in the market is to seek guidance as its the best way to build long term wealth while managing your risk and emotions with the passive investing strategy.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
Do you mind sharing info on the adviser who assisted you?
Her name is “VIVIAN CAROL GIOIA” can't divulge much. Most likely, the internet should have her basic info, you can research if you like
I find this informative, curiously explored Vivian on the web, spotted her consulting page, and was able to schedule a call session with her, she shows quite a great deal of expertise from her resume.. very much appreciated
How they could remove Jon and Tom from this program. It was epic.
They're on vacation I guess... I certainly don't hope they're gone for good! 😅
I've been trading the tech sector. That has been working well.
Everything he says and has been saying makes sense and is logical, but has been totally wrong. This is why predicting the market is basically impossible.
When an analyst uses history to confirm their bias then is in denial that their hypothesis is falling apart that's a problem. We're in the information age so applying history to economic and market theories has to anticipate that has caveat.
What is this? the View?
Were is all the money coming from is it leverage borrowing,. or money printing, or has everyone found savings to buy shares all of a sudden?
Is the market overvalued?? Is that really a question?
How does this guy keep his job?
How does he still have a job after losing his clients all that money?
Rates are going to go down. SMH
No 🧠er!
NVIDIA (NASDAQ:NVDA) new price target upgraded to $175!
Sales tripled.
Profits rocketed 600%.
Dividend increase of 150%.
10 for 1 stock split 🚀
I just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying its ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $450k gains within months, I'm really just confused at this point.
A robust strategy is crucial for any investor's portfolio. When it comes to making high-stakes decisions, the greater the risk, the greater the potential reward, and it's wise to seek guidance from seasoned professionals.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this coach?
My CFA ’ANGELA LYNN SCHILLING’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
Most agree we're early cycle. He's late cycle and ready for a scare.
Agree.
Guy has been wrong on every call
Genius
Mike Wilson 👍
What a clown...this guy is , screwed a lot of bears and made them lose money , he is in a favour of financial institutions to screw retail buyers
Зевс !!!
... линяю, пока
Чё Банк может за 1000$ и Чё может зА 1000₽ БМ Чертовка
Do the opposite of what this muppet says, you,ll be rich !
What a clown...
ahahhahhahhahhahhahahhaaaaaa
Inside his baggie pant, the guy still wears a big short.
Tesla
the financial media just says buy AI regardless of the price, Tech bubble 2.0
Sorry you missed buying tech stocks. Did you have your money in a savings account or penny stocks?
@@jeffrose5622 not at all, just not buying at crazy prices but will gladly will sell to others at crazy prices. Have you not seen Cisco or even Microsoft charts from back then?
On your Bike Mike
"Enabler trend has played out." Ha ha ha ha ha ha ha ha ha ha ha ha ha. Who is this guy? Do people pay him? I'm looking forward to the day when this guy gets together with Cathy Wood of ARK Invest and the two of them implode--on the air--in a reverse big-bang event. The Bloomberg host will say something like "Well, I guess we'll just go to commercial. When we come back, we'll talk to Elaine Garzarelli who thinks we're in for a 1987-style black swan crash. Join us, won't you?" The other thing: When Nvidia hits a $250 billion revenue run-rate three quarters from now, will any of these experts factor in the overall effect on the economy of the economic activity that is generated around the AI buildout? Data centers, power generating stations, the supply chain for TSMC and Nvidia and AMD, etc etc etc. This will have a stimulatory effect on the US economy. Nvidia will become one the US biggest exporters. Qatar signed a deal with Nvidia for sovereign AI datacenter. Italy has said something similar. Smart nations are going to spend the money so that every kid has a fun, happy, encouraging, knowledgable, patient AI tutor to augment the shortage of qualified teachers. Nvidia will, of course, have to share the AI hardware market in a couple of years, but not before 2027 at the earliest. By then, they'll be a $500 billion revenue company. Mark my words. Nvidia stock will quadruple from here.
This guy has been so wrong for so long time. The fact that he still has his job is beyond me…
I would not listen to these folks. Index funds. Diversified portfolio.
Today's trade was awesome ���������� I'm a newbie here but with your signals and guidance, I'm doing pretty good. Lots of love ����
Your are the good trader in quotex platform love from pakistan ����
I just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying its ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $450k gains within months, I'm really just confused at this point.
A robust strategy is crucial for any investor's portfolio. When it comes to making high-stakes decisions, the greater the risk, the greater the potential reward, and it's wise to seek guidance from seasoned professionals.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this coach?
My CFA ’ANGELA LYNN SCHILLING’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.