# @tastyliveshow on YouTube - **Type:** Video - **Original URL:** https://youtube.com/watch?v=y3bwbst_HE0 - **Gondola URL:** https://gondola.cc/posts/64976686-tastyliveshow-youtube - **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/562909b4db.jpg - **Posted:** 2026-05-05T01:00:06.000+00:00 - **Account Owner:** tastylive (@tastyliveshow) — https://gondola.cc/tastyliveshow ## Caption Warren Buffett has been a net seller for 14 straight quarters and is sitting on nearly $400 billion in cash. Warren Buffett investment strategy watchers and value investing advocates are asking the same question: is this discipline or a warning? Paul Tudor Jones adds to the picture with market cap to GDP at 250% -- higher than 1929, 1987, 2000, and 2008. The CAPE ratio is above 40. Yet earnings are running above 25% growth year over year with 80%+ beat rates. Ilya and the Trading Trends team break down how short-term traders should navigate this exact contradiction, trade the price action, and stay defined risk while the big money sits on the sideline. Helpful links: tastylive: https://www.tastylive.com/ FREE tasytlive Newsletters: https://info.tastylive.com/newsletters FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 Follow tastylive on X (Twitter): https://x.com/tastyliveshow CHAPTERS: 00:00 S&P Near All-Time Highs - But the Signal Is Mixed 00:33 Warren Buffett: $400B Cash, Net Seller for 14 Quarters 01:10 Is Buffett Making a Mistake or Sending a Warning? 01:29 Why Berkshire's Timeframe Is Not a Trader's Timeframe 02:17 Low Volumes Through the Melt-Up - What That Signals 03:02 Paul Tudor Jones: Market Cap to GDP at 250% 03:20 CAPE Ratio Above 40 - Historical Analogs for Forward Returns 04:02 The 2000 Comparison: Why PTJ Calls It the Most Predictable Bear Ever 05:25 IPO Supply Flood: How Share Supply Math Could Invert 06:28 The Bullish Case: 25%+ Earnings Growth, 80%+ Beat Rates 07:09 How to Reconcile PTJ and Buffett With Strong Earnings Momentum 08:14 Trade the Price Action - Risk Defined, Sizes Small #tradingtrends #warrenbuffett #valueinvesting #investing #stockmarket #paultudrjones #berkshirehathaway #stockmarketcrash #macrotrading #tastylive tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we’ll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. (“tastylive”) and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims (including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer. ## Stats - **Views:** 1,211 - **Likes:** 33 - **Shares:** 0 - **Comments:** 6 ## Tags tastylive, macrotrading, berkshirehathaway, stockmarketcrash, stockmarket, paultudrjones, warrenbuffett, tradingtrends, valueinvesting, investing --- Copyright (c) Gondola