TIP512: Top Takeaways from 2022 w/ Trey Lockerbie
We Study Billionaires - The Investor’s Podcast Network
Navigating Oil Production and Investment Challenges
This chapter explores the intricacies of oil well production, focusing on the issues of underinvestment and the strategic sequencing of drilling. It also highlights the rising demand for cybersecurity investments and examines how recent economic challenges impact businesses, particularly through payroll tax refunds.
IN THIS EPISODE, YOU'LL LEARN:
- 03:54 - How today’s inflation compares to 1970 with Jeremy Grantham.
- 07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple.
- 13:17 - How energy impacts inflation with Josh Young.
- 31:55 - Why investors should consider microcaps with Ian Cassell.
- 38:40 - The vindication of the dollar milkshake theory with Brent Johnson.
- 47:15 - Market indicators from Dan Rasmussen, Joe Brown, and a lot more.
Disclaimer: Slight discrepancies in the timestamps 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.
- Trey Lockerbie's Twitter.
- Related Episode: The Top of the Cycle w/ Jeremy Grantham– TIP371.
- Related Episode: The Dollar Milkshake Theory Update w/ Brent Johnson - TIP397.
- Related Episode: Expectations Investing w/ Michael Mauboussin – TIP421.
- Related Episode: What Is Happening With Oil? w/ Josh Young - TIP429.
- Related Episode: Indicators for Crisis Investing w/ Dan Rasmussen - TIP455.
- Related Episode: Why Microcaps Have the Best YTD Performance w/ Ian Cassel - TIP480.
- Related Episode: Market Indicators, Cbdc’s and Real Estate w/ Joe Brown - TIP507.
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