Navigating Capital Allocation: Buybacks vs. Issuances

This chapter explores investment strategies focused on share buybacks versus issuing new shares amidst market shifts. The speakers dissect a listener's question about capital allocation decisions made by CEOs, highlighting the complexities and market influences behind these choices.

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Preston Pysh and Stig Broderson talk to Grant Williams, the co-founder of Real Vision TV and the popular website, Things That Make You Go Hmmm, and Luke Gromen, the founder of the research firm, Forest for the Trees.

IN THIS EPISODE YOU’LL LEARN:

How can the US continue printing dollars without the dollar significantly weakening?
Which role the treasury market has in the geopolitical situation between the US and China?
Whether the US could end up like the Weimar Republic or Venezuela.
Why is gold not going higher despite the excessive money printing.
The difference between the gold and the bitcoin market and what the indicators tell us.
Ask The Investors: Why don’t more companies issue shares when its stock trades at all-time high?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Preston and Stig’s previous interview with Luke Gromen about the Stock Market Melt-up.
Luke Gromen’s website, The Forrest for the Trees.
Tweet directly to Luke Gromen.
Tweet directly to Grant Williams.
Grant William’s website.
Preston and Stig’s episode on William Thorndike’s book, The Outsiders.

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