We Study Billionaires - The Investor’s Podcast Network TIP454: Current Market Conditions w/ Tobias Carlisle
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Jun 5, 2022 
Tobias Carlisle, founder of Acquire's Funds and author of 'The Acquirer's Multiple,' shares his insights on today's stock market, highlighting its expensive nature despite ongoing volatility. He discusses strategies for investing in a world with higher interest rates and explores how deep-value stocks tend to perform during bear markets. With personal anecdotes from his NYSE bell-ringing experience, he intertwines financial wisdom with relatable storytelling, offering listeners valuable perspectives on navigating complex market conditions.
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NYSE Bell Ringing
- Tobias Carlisle rang the NYSE opening bell to celebrate his ETF, ZIG’s, third anniversary.
- The same day, the market experienced its worst dip since June 2020, jokingly blamed on Carlisle.
Market Valuation
- Current market valuations remain high, suggesting low long-term returns, similar to previous drawdowns.
- However, high valuations don't preclude market bounces or new highs.
Investment Strategy
- Stick to your investment plan during market uncertainty; valuation helps estimate long-term returns.
- Value stocks are significantly undervalued compared to the index.
