Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
How Do You Produce So Much Content?
02:27 • 4min
How Do You Think Long Term Investors Should Invest?
06:28 • 4min
The Only Way to Profit From Information
10:00 • 3min
Is Inflation Persistent?
13:06 • 6min
Long Term Investors - Is There a Trend to Change Your Portfolio?
19:00 • 5min
Do You Think We're in One of the Most Expensive Markets in History?
24:06 • 4min
Growth Stocks Trading at 40 P.E.s.
28:02 • 3min
Adding to Value
30:34 • 6min
Why Value Stocks Should Do Better When Interest Rates Are High?
36:30 • 4min
Impact, Socially Responsible and ESG - What's the Difference?
40:12 • 5min
ESG - Can You Have Your Cake and Eat It Too?
44:53 • 6min
The Future of Investment Management Financial Advisors
50:27 • 5min
Investing in a Risky Asset
55:18 • 5min