Navigating Asset Allocation and Market Trends

This chapter explores the critical aspects of asset allocation and investment strategies, emphasizing the importance of understanding one's expertise and market conditions. It also reviews significant financial trends from 2021, particularly the rise of Bitcoin and real estate, while encouraging adaptability and innovation in portfolio management.

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Episode notes

Trey Lockerbie shares his top takeaways from some of his conversations throughout 2021. He had the great privilege to learn from some of the greatest minds in finance, business, and investing which he is very grateful for. People like Howard Marks, Jeremy Grantham, Joel Greenblatt, Kyle Bass, Chamath Palihapitiya, Jim Collins and so many more.

IN THIS EPISODE, YOU’LL LEARN:

01:15 - Chain-weighted inflation with Kyle Bass.
04:48 - Hyperinflation in the US with Morgan Housel.
08:44 - High Growth Companies with Brian Feroldi.
12:10 - Howard Marks on Price & Valuation.
17:39 - Chamath Palihapitiya on Value.
19:51 - Tom Gayner on Assessing Management Team.
36:50 - Jeremy Grantham on Fed's limits.
01:00:50 - Definitions of Risk.
and much more!

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

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