

Why We Never Try To Time The Market
Feb 25, 2022
In this engaging discussion, Jason Moser and Ron Gross share their insights on the futility of trying to time the market, emphasizing long-term investment strategies. They analyze companies like Etsy and Block, shedding light on their recent earnings. Jeff Green, CEO of The Trade Desk, discusses the evolution of advertising toward data-driven strategies. Moser reveals his radar stock, Zoom Video, while Gross introduces his 'Resilient Basket' featuring Costco and Disney, offering listeners practical tips for optimizing their portfolios.
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Long-Term Investing
- Buy great companies and stay in the market, avoiding trading.
- Don't risk money you'll need in the next three years, allowing you to remain resilient during market fluctuations.
Market Unpredictability
- Market fluctuations are unpredictable, as seen in the unexpected Nasdaq rise during the Ukrainian conflict.
- Trying to predict these events is futile; focus on long-term investment strategies instead.
Etsy Fee Increase
- Etsy increased seller transaction fees, showing confidence in their platform's value.
- This move funds reinvestment and enhances services for merchant customers.