Why stocks are dropping AGAIN? Bitcoin, TSLA w/ Justin Oh (Ep. 507)

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 Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me. 💁🏻‍♂️ 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. Open an brokerage account at Interactive Brokers: https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338 Buying a Tesla? 🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556 ☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556 Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768Subscribe to Dave Lee on Investing on Soundwise