TIP287: Value Investing and Market Cycles w/ Vitaliy Katsenelson (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Macroeconomics and Micro-Investing Post-COVID
This chapter explores the effects of macroeconomic changes brought on by the coronavirus on micro-investing strategies, emphasizing shifts in global supply chains and investment opportunities. It also covers the importance of compliance in business, the role of tax expertise, and the potential of real estate investments.
On today's show, we have value investing expert, Vitaliy Katsenelson, to talk about market cycles and investing with the fundamentals.
IN THIS EPISODE YOU’LL LEARN:
- Why value investors don’t understand how Warren Buffett does factor in macroeconomics events.
- The biggest misperception of dividend investing.
- How to measure value in growth.
- How to invest in companies with predictable earnings.
- Ask The Investors: How to make a living in investing when your holding period is forever?
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Vitaliy Katsenelson, website Contrarian Edge.
- Listen to Vitaliy Katsenelson’s articles.
- Lawrence Cunningham’s book, The Essays of Warren Buffett – read reviews here.
NEW TO THE SHOW?
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- Browse through all our episodes (complete with transcripts) here.
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- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
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