We Study Billionaires - The Investor’s Podcast Network TIP413: The "Buy" List for 2022 w/ Eddy Elfenbein
Jan 14, 2022
Eddy Elfenbein, founder of Crossing Wall Street and portfolio manager of a successful ETF, shares his insights on investing. He reveals his curated 'buy list' of 25 stocks for 2022 and the stringent criteria for selection. Eddy discusses the emotional aspect of rebalancing portfolios and highlights companies like Aflac as potential gems. The conversation dives into current economic trends, including the paradox of low unemployment amid workforce shrinkage, and strategies for navigating market volatility with long-term investment focus.
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Early Blogging Days
- Eddy Elfenbein and Joe Weisenthal were featured in Barron's in 2005 as bloggers.
- CNBC invited Elfenbein to discuss markets, but the interviewer didn't grasp blogging.
Avoid Stock Scares
- Don't get scared out of your stocks.
- One way to achieve this is by holding long-term and rebalancing infrequently.
Buy List Strategy
- Eddy Elfenbein's buy list consists of 25 stocks, rebalanced annually.
- This strategy aims to outperform the market with limited trading.
