The Next Stock Market Crash is Coming! (I’M READY)

Watch on YouTube ↗  |  January 24, 2026 at 12:25  |  21:38  |  Everything Money
Speakers
Paul Gabrail — Host / Value Investor

Summary

Paul Gabrail explains why he welcomes the next stock market crash as a future buying opportunity, while stressing that investors should not try to time it by sitting in cash. He says to keep investing consistently, preferably in the S&P 500, and to prepare watchlists and intrinsic-value estimates. He warns that Shiller PE and Buffett Indicator readings show extreme U.S. equity overvaluation, and he runs through Visa as an example of a high-quality company he would watch for a lower entry price.

  • Paul views crashes as opportunities for prepared, disciplined investors, not events to fear.
  • He warns against market timing and cash-heavy waiting, citing missed best days and compounding costs.
  • He endorses consistent long-term investing, with S&P 500 preferred over Berkshire Hathaway in his own approach.
  • He sees historically extreme U.S. valuations in the Shiller PE and Buffett Indicator as a crash risk.
  • He presents Visa as a high-quality business but overvalued at current levels, placing it on a $300 watchlist.
  • He would consider cash-secured puts on Visa after further research and a lower price.
  • He mentions Monish Pabrai's two-part framework: steady core investing plus selective panic-driven opportunities.
  • The video concludes with a promotion for a prior seven-stock portfolio versus the Magnificent Seven.
Ideas
Paul Gabrail Host / Value Investor 11:57
Stay invested monthly in S&P 500.
Paul endorses Monish Pabrai's core strategy of regularly investing in the S&P 500 (or, as an acceptable alternative, Berkshire Hathaway) rather than sitting in cash and trying to time a crash. Staying consistently invested captures long-term growth of diversified businesses, compounding, and the tendency of the S&P 500 to recover to new highs after major declines. Paul personally prefers the S&P 500 over Berkshire.
Paul Gabrail Host / Value Investor 15:46
Visa high quality; wait lower price.
Paul views Visa as an outstanding long-term business: free cash flow exceeds net income, returns on capital are high, gross and net margins are about 80% and 50%, revenue has grown double digits across 3-, 5-, and 10-year periods, and the world's continued shift toward bank accounts and digital payments supports Visa. However, his stock analyzer shows the current $355 price is above his middle intrinsic value estimate of $300, so he moves Visa to a $300 watchlist, wants more research, and would then consider selling cash-secured puts to acquire it at an attractive effective price.
Up Next

This Everything Money video, published January 24, 2026, features Paul Gabrail discussing SPY, BRK.B, V. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Paul Gabrail  · Tickers: SPY, BRK.B, V