The Investors Podcast Network - We Study Billionaires

Every Wednesday, we teach you about Bitcoin and every Saturday, we study billionaires and the financial markets. We are looking for a financial writer to join our team full time for TIP's new newsletter. If you like writing about investing, the economy, and the latest in financial news, then make sure to check out all of the details of the position by going to theinvestors podcasts slash careers.

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IN THIS EPISODE, YOU’LL LEARN:

02:52 - Louis’s current assessment of the global economy and financial markets.
06:15 - Why Louis thinks the current price of the S&P has not fully priced in the risks of a recession.
07:52 - Is now the time to buy the dip or remain more defensive?
07:52 - How to approach investing in a bear market, and what investments Louis sees as the most promising sectors.
10:39 - Why he believes the energy sector is in a new structural bull market.
17:54 - Louis’s outlook on Chinese equities including Alibaba, and emerging markets.
26:08 - How to construct a well built portfolio using Louis’s 6 building blocks framework, and examples of investments that fall into each.
36:26 - Louis’s 4 quadrant framework used to link different macro environments to an appropriate investing strategy.
40:49 - Why gold hasn’t performed as expected this year in USD terms, and Louis outlook going forward.
47:48 - Why Louis thinks moving to a deflationary bust is not likely.
52:40 - The risk of China de-dollarization, what this means and what implications this would have for global markets.
And much, much more!

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

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out: Gavekal Research.
Check out Louis’s Book: Avoiding the Punch: Investing in Uncertain Times.
Related Episode: Risk Management Techniques & Studying Warren Buffett w/ Max Rudolph - MI193.

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SPONSORS

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Connect with Louis: Twitter | Linkedin

Connect with Rebecca: Twitter | Instagram

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