Contrasting Investment Philosophies

This chapter explores the divergent strategies of relative vs. absolute performance in investing, emphasizing how Wall Street's marketing influences fund management. It also highlights the importance of maintaining cash reserves and adopting a value-driven approach, particularly in uncertain market conditions.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

IN THIS EPISODE, YOU’LL LEARN:

12:25 - The different methods for stock investing valuations.
13:43 - The difference between investors and speculators.
21:35 - When you should hold short term and long term bonds.
40:04 - How to counteract risk in your portfolio.

*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 Stig, Clay, and the other community members.
Seth Klarman’s book, Margin of Safety – Read reviews of this book.
Preston and Stig’s podcast episode on The Intelligent Investor.
Preston and Stig’s interview with Investing Legend Bill Miller.
New to the show? Check out our We Study Billionaires Starter Packs.

SPONSORS

Support our free podcast by supporting our sponsors:

SimpleMining
Hardblock
AnchorWatch
Human Rights Foundation
Unchained
Vanta
Shopify
Onramp

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests