We Study Billionaires - The Investor’s Podcast Network TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
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Nov 20, 2022 
Tobias Carlisle, a seasoned value investor and author, joins Hari Ramachandra, a savvy market analyst and blogger, to dive into the current financial landscape. They explore the potential of Meta and discuss its investment risks, highlighting why both are bullish on the stock. Tobias also shares insights on Colgate Palmolive, spotlighting its growth in pet nutrition. The duo examines market conditions influenced by inflation and the challenges faced by tech firms, providing valuable perspectives for investors navigating volatility.
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Recession Indicator
- Tobias Carlisle discusses the current market conditions, including the yield curve inversion and its implications.
- He highlights the unusual market behavior where short-term treasuries yield more than long-term ones, signaling a potential recession.
Federal Reserve's Impact
- Carlisle believes the Federal Reserve's interventions have led to longer business cycles and greater deviations from underlying valuations.
- He questions the Fed's effectiveness in managing the economy and expresses concern about the government's ability to afford high interest payments.
Meta's Uncertain Future
- Hari Ramachandra pitches Meta, highlighting its healthy user engagement and innovation despite the stock's decline.
- He expresses uncertainty about the metaverse's business case and the risk of overinvesting in it, given its unclear future.
