Intro

This chapter explores the evolving market conditions as of July 2020 and how investors have adjusted their strategies over the years. The speakers delve into the complexities of current valuation processes and address audience questions on issues like confirmation bias and value investing.

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Episode notes

Stig and Preston talk about the current market conditions and what kind of investments they think will perform in such a challenging environment. They talk about two different specific stock picks that have good valuations and good momentum characteristics.

IN THIS EPISODE YOU’LL LEARN:

How Preston and Stig’s valuation process has changed since they started We Study Billionaires in 2014.
How moats in the 21st century are different than in the 20th century.
Why a gold standard is inflationary.
How to invest in without sound money.
Ask The Investors: How do you validate and find unbiased information?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Subscribe to our newsletters about the current market conditions.
Preston and Stig’s interview with Lyn Alden about investing in chaotic times.
Preston and Stig’s interview with Jeff Booth about inflationary and deflationary forces.
Preston and Stig’s interview with Bill Nygren about Bank of America.

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