Etoro Sepa Viremet – BR 2022

i’m back refreshed for the new year uh it’s been a fascinating start to the markets currently to 2022…Etoro Sepa Viremet… so we have actually had a nice number of days but uh yeah practically complete turkey how about you yeah basically the same basically the very same just keeping an eye on on twitter most days just to see what’s going on and it was a case if i saw a lot of tweets about something then i believed fine let me look into that but if not yeah it’s mince pies and it’s uh well turkey literally um for me over the christmas period um for our aussie listeners that obviously do uh do tune in every week and i suppose cricket enthusiasts will be it’s not going to be made in the uk uh and england at the moment let’s briefly speak about the ashes due to the fact that i believe you’re off this week from from memory so top are you anticipating it since the response might easily be no uh and number two uh if england were a cricket group um or they are a cricket group if they were a sort of a stock or an asset or whatever uh what would they be and why yeah great question um look it’s been a really agonizing christmas period for me enjoying the cricket um i imply look the aussies have been fantastic uh gon na need to give them their credit um which does pay me to england however state i have been have actually been pretty bad um but yeah a lot of aussies around me over christmas time so it’s been um yeah but rather hard i’m off for a number of days uh friday and saturday uh so should needs to the rain hold back we had a a respectable um pretty good session today so ideally uh hopefully that can be continue and the rain and hold off however in regards to properties or or stocks um well they’ve underperformed haven’t they sorry um maybe this one at the

 

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Top of my alibaba it’s not done well this year at all is it um following into the pattern however maybe what about something like gold you know objectives constantly i feel like gold constantly have like has like quite a high expectation um however then it just sort of does really you know underperform uh and i feel like that is the england cricket group a lot of expectations and they don’t ever truly tend to live up can’t keep in mind the last time we won an ashes series yeah it’s not a bad shout gold i think fits england perfectly high expectations but most of the time it’s sort of stopping working to deliver and certainly of late um to to tackle our 3 points uh this week i guess and you mentioned the markets have actually had a sort of a vibrant start with rather a couple of things going on so we can talk about which will be on uh sort of the mind of numerous people apple hitting the 3 trillion market cap and being the very first ever to do so we can talk about tesla which had a an incredible start to the year on on the monday uh clearly we were just talking before how you had a bank vacation we had a bank vacation the us didn’t regrettably but uh didn’t stop tesla um carrying out extremely well and then i expect we can have a little crypto wrap to end up off and uh once we’ve gone through all that we can go over the the highlights for for the rest of january yeah noises great to me sounds um sounds like we have actually got a fair bit to cover as typical amazing so apple made it lastly uh to the free trillion dollar mark talk to me well i just needed one trading day in 2022 for apple to to truly to to set itself up for for the year um it did only quickly touch the trillion market cap however that’s enough it’s adequate to tip it over monday took about a 2 and a half percent gain to to get there very first business ever in history to reach that sort of assessment um and eventually it’s a pretty much a watershed minute right um for apple they continue to show their dominance um within you know the tech market and and this growth story they have uh continues to sort of play out and ultimately as we understand they’ve been they’ve been led by the iphone um you know need continues to remain truly actually high and ultimately is outweighing supply we have actually seen that over sort of the december and christmas periods um

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even with supply chain problems um even with um you understand logistical concerns worldwide that even hampered you understand sort of gross in 2015 and they’re still at this sort of point now um so i think that’s truly um really crucial to to keep in mind we do like a stat on this podcast sam um we do we quite do so i have actually got one for you so again it has to do with a year ago so we can probably think of the development ever since but in january 2021 apple stated that nearly 1.6 billion individuals across the globe link to the internet through an apple product um so that’s either the iphone ipad or imac so that’s some quite big numbers um yeah so it just shows that you understand the international growth that they have the global reach that they have and then on top of that you know we’re just discussing a couple of products there right they have actually got services they have actually got you understand the airpods um you know all the different aspects of the business that we’re not even discussing right that’s then gone on to obviously assist build stable incomes cash flow and eventually it connects us all in um and then that develops a strong sort of long-term outlook um you know i believe they have actually just recently changed the charges right didn’t they so it’s no longer a normal usb cable so yeah yeah they’re just constantly those little things but ultimately i think if any other business does that you understand you’re like why are you doing that like there’s no one however that frustration ever actually appears to grumble and you know you you get to a point where you understand really a pal of mine has been on android for a very long time and recently altered to apple and he’s you understand always a big you understand i love android is so much better and then as soon as he moved you understand that was it wow how do you leave when you’re at this point well that’s it right you do not you still to remain ingrained with the cloud et cetera and i have actually said it you understand a number of times on the podcast before but it just does not appear they can’t do much wrong um they browsed a pandemic they navigated supply chains pretty well so far once again we could still see more of that come through however you understand they have actually done that really really well they’ve so far navigated a few of these regulative dangers that have sort of come through you understand they brought through it generated some privacy modifications which has impacted a few of the um social networks stocks at the back end of last year as well to undoubtedly assist with those sort of regulative issues and i just believe they’ll continue to go um you’ve then got to take into consideration the moves um you know that they’re making into you know metaverse you understand which is off to the next conversation they’re absolutely gon na be a part of that electric vehicles ai etc and i believe you understand just returning to that exact same point when you consider the iphone when we talked about you understand being an all-rounder item you understand is there anything exists anything you can’t do right it’s the only thing that you really require when you leave your home so it can open your vehicle door with a tesla right you can open your front door nowadays with you understand hotel rooms or whatever um you know when i flew the other day certainly have your um uh your boarding pass on there soon it will most likely have passports offered now i reckon um you can have in australia if you do not have it in the uk but in australia you can have like digital id so you do not in fact have to take out a physical card pay for products vaccinations it just does everything ideal um and i think that’s what’s you understand why why they’re so successful is they they make you develop your life around the item and and you don’t leave yeah no i believe you’re.

you’re area on i mean i have actually had an iphone for well over 10 years and have no intent no intent of of coming off it it’s it’s a really sticky product and yeah new all-time high like you said to sort of begin the year 3 trillion market cap briefly um yeah all looking great for any apple investors and long might that continue next up another market which well i’m going to say has has carried out well over the last few weeks clearly it reached disney heights so october november last year they came back to sort of that 898 level um and a great christmas present for anybody that got long there it’s uh yeah absolutely skyrocketed from there so up sort of 13 simply on monday alone so what your your sort of thoughts on on all of that well they have actually delivered once again how are they um you understand whenever we you understand they sort of had a truly huge valley towards the last three months of the year a great deal of questions over the assessment once again as you said sort of reaching lightheaded heights but you know these numbers were huge in terms of the deliveries that they had so the factor we had that big gain on on the monday session they beat expectations on its q4 shipment numbers so they announced 309 000 shipments which protested the streets 266 000 um and actually the leading ball case from wall street was around 275 k you know so they have actually burnt out the park essentially they’ve come through big time and i believe if you take a step back and then take a look at this and take a look at that number compared you know with the entire automobile industry you know major chip shortage that’s clearly has to state played the the area you’ve got those logistical issues that we have actually discussed and those numbers are outstanding and plainly shows the the demand for ev but more particularly tesla and i think another thing to discuss is not you understand enormously appropriate but i went vehicle shopping with my uncle uh over christmas he wished to buy a new automobile but you turn up to a showroom and extremely minimal vehicles there right you know gone are the days where you see you know tons of cars and trucks you understand on the on the display room floor since ford stopped production in 2015 because of chip shortages and covered you know so to then drain these numbers they have actually got a backload of orders again all of the all of the automobile business have so for tesla to deliver this number um you understand it is it is actually.

really actually strong and once again that outlook um then for them and what does it imply progressing and we had dan ives on the podcast who’s uh clearly uh um an extremely bullish uh expert on uh on tesla you know but you understand his ideas stay the exact same and he was calling this you know early in 2015 that they were gon na continue um to sort of grow and this ev need is only just actually sort of getting right it’s not um it’s not slowing down ultimately well look there’s a great deal of competitors out there in ev area right now however tesla’s dominating the marketplace um and after that that’s undoubtedly evident now with that quarter that’s simply certainly been um and china was again an actually strong point you know they stepped up big time there they dealt with some quite huge headwinds in 2021 with china however they have actually likewise just now basically broadened their assembly line in their brand-new shanghai factory so that’s allowed them to you know export a lot more vehicles from china it’s really less expensive for them to make vehicles there than it remains in the us so that’s undoubtedly you understand a huge factor and. Etoro Sepa Viremet