Navigating Investment Complexities | 13min snip from We Study Billionaires

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TIP402: Investing Mastermind Q4 2021

We Study Billionaires - The Investor’s Podcast Network

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CHAPTER

Navigating Investment Complexities

This chapter discusses the intricacies of predicting secular trends in investing, focusing on the shift from macroeconomic analysis to individual business valuations. It examines the nature of passive versus active investment strategies and the importance of benchmarks, alongside exploring methods for calculating expected returns over the next decade. The conversation emphasizes a long-term perspective on asset allocation and the challenges of accurately measuring investment risk and returns.

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Episode notes

For this week's Mastermind discussion, Stig has invited Tobias Carlisle from Acquires Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The week's topic is ESG investing, value in the international market, benchmarking your performance, and much more.

IN THIS EPISODE, YOU’LL LEARN:

01:10 - How to think about ESG when you invest.
07:46 - Why ESG is lowering the cost of capital.
20:23 - Which data from international markets do investors need to invest away from the US
21:10 - How did the US go from owning more of the world to the world owning more of the US?
28:29 - Which timeless principles do we have in investing?
37:26 - How can you still be a value investor when the strategy is not working short term?
45:24 - Is there any secular trends to look out for in the decade to come
48:16 - How do you find a good benchmark for your portfolio?
54:14 - Why John Husmann estimates the expected return for S&P500 is negative

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Listen to the most recent Q3 2021 Investing Mastermind episode.
Listen to the most recent Q2 2021 Investing Mastermind episode.
Tobias Carlisle's podcast, The Acquires Podcast.
Tobias Carlisle's Acquirers Fund.
Tobias Carlisle's ETF, ZIG.
Tobias Carlisle's ETF, Deep.
Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book!
Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com
Tweet directly to Tobias Carlisle.
Dr. Wesley Gray's and Toby Carlisle's book: Quantitative Value – read reviews for this book!
Dr. Wesley Gray's website: Alpha Architect.
Dr. Wesley Gray's book: Quantitative Momentum – read reviews for this book!
Dr. Wesley Gray's Twitter.
Jake Taylor's company, Farnam Street Investments.
Claim Jake Taylor's offer for listeners of The Investor's Podcast.
Tweet directly to Jake Taylor.

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