Сбербанк, Газпром, Лукойл, Магнит - ЧТО ДЕРЖАТЬ В ПОРТФЕЛЕ | Сергей Дроздов

🟢 HAVE WE KNOWN EACH TIME? - An independent social network for those interested in money and economics - BAZAAR 👉 https://finbazar.ru In this episode, we explore the mistakes investors make in a weak market, whether there are any viable ideas in Russian stocks right now, and when bonds, money market funds, and cash are wiser than trying to catch the bottom. Today, our guest is Sergey Drozdov, an analyst with over 20 years of market experience and the author of the channel "Sergey Drozdov. Markets, Investments, Trading." In this episode, you'll learn: 🔍 Does the market have a chance for a rebound? 🔍 Why the rate cut hasn't had a strong effect on stocks yet? 🔍 What's happening with the ruble, currency, and devaluation protection? 🔍 Are there any ideas right now in the oil, gold, developers, and dividend-paying stocks? 🔍 What mistakes do private investors most often make in a falling market? Timecodes: 00:00 What's happening with the market? 05:14 Why even the expectation of a rate cut isn't saving the market? 07:15 Geopolitics and the main factor driving market growth 09:15 Why the Central Bank is cutting rates so slowly 11:00 A strong ruble, inflation, and pressure on the economy 14:26 Are there any signs of a currency reversal? 16:38 Currency, substitutes, and devaluation protection 18:58 Are there any stocks with potential right now? Growth 21:07 Moscow Exchange, Sberbank, and ideas for a possible world 22:29 Oil and the market's reaction to oil 26:22 Gold, Polyus, and the search for defensive assets 33:35 Which stocks look more interesting than others right now 40:18 Russian IPOs and whether they are worth participating in 44:46 Developers and the sector's risks 50:04 What should a private investor do right now 52:42 The main mistake investors make in a falling market 56:13 Long-term OFZs and a model portfolio 01:00:00 When to bet on stocks again Sergey Drozdov's social media: Telegram - https://t.me/sdrozdovv MAX - https://max.ru/id772206831983_biz Victoria Baranova's social media: BAZAR - https://finbazar.ru/profile/Viktoriia... Telegram - https://t.me/viktoriia_makemoney #SergeyDrozdov #finbazar #economy #investments #moexchangeindex #ruble #dollar #gold #bonds #vladislavnikonov Follow us: 📱Telegram #1: https://t.me/+P6U-74jFgCE1Y2Iy 📱Telegram with analytical posts: https://t.me/+iVrbe850jXwxOWI6 📱MAX: https://max.ru/id5032375210_biz/AZ4ct... For collaboration inquiries: [email protected] with the subject line "Let's Chat" 🎬 We film, edit, and record Podcasts. Learn more about BAZAR production services or rent a studio at https://studio.finbazar.ru/ All ideas expressed in this episode are for informational purposes only and do not constitute individual investment advice. Please always make informed investment decisions based on your personal situation. Download the app for BAZAR, the new social network about money and economics. Follow the guests of the episode, ask them questions directly, and get answers. Download the app at https://finbazar.ru/?utm_source=smm&u...