Marcus Padley reveals the secret sauce of timing markets скачать в хорошем качестве

Marcus Padley reveals the secret sauce of timing markets

“Time in the market, not timing the market." It’s the investing cliché everyone knows, and Marcus Padley is here to tear it apart. The veteran stockbroker and founder of investment newsletter, Marcus Today, says this mantra does more to keep investors passive than it does to grow their wealth. In his view, timing the market isn’t just possible, it’s essential if you want to make serious money and sleep easily. “You can’t take advantage of the bottom of a market if you’ve sat there the whole way through,” he says. In this wide-ranging chat, Padley shares his honest views on how to think about markets, positioning, and the narratives we're told to believe. ⏱️ Timestamps – jump to what interests you: 00:33 – The first lesson from 40 years: why the industry is built to sell, not serve 02:45 – Why beating the index isn’t the goal if you’re still losing money 05:15 – How investors are trapped in a “Matrix” of inaction — and why it hurts them in crises 09:23 – Why “the market always goes up” is misleading, and volatility is your friend 11:24 – “Invest for the long term”? Tell that to Babcock & Brown shareholders 12:02 – Why Marcus gave up on individual stocks and now uses only ETFs 15:40 – The “secret sauce” of timing markets — and how he nailed the trade war, COVID, and rate cycles 20:18 – How he played the most recent recovery rally and what triggered his re-entry 21:40 – Why Marcus has zero exposure to Australian equities right now 24:32 – His #1 growth theme — and the stock he’d bet on to play it 27:33 – Does he invest his own money this way? (Spoiler: Yes — all of it)