
TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
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Navigating Value and Momentum in Uncertain Markets
This chapter explores strategies for value investors to manage cash in challenging market conditions by utilizing value and momentum ETFs. It discusses important considerations like inflation and fees, while comparing investment options and advocating for diversification across various regions. The conversation emphasizes the 50-50 allocation between value and momentum, drawing parallels with past market trends and the implications of current economic policies.
Transcript
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