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13min chapter
MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle
Millennial Investing - The Investor’s Podcast Network
Navigating Inflation and Investment Strategies
This chapter explores the effects of inflation on investment strategies, advocating for a consistent approach focused on undervalued cash flows. The discussion highlights the importance of maintaining a solid investment plan amid market volatility while introducing the Acquirers Fund and its strategy of targeting deeply undervalued companies. The conversation also touches upon the shift from short selling to long-only investments, emphasizing the potential of small and micro-cap stocks for better long-term returns.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode