We Study Billionaires - The Investor’s Podcast Network TIP402: Investing Mastermind Q4 2021
Dec 5, 2021
Join Tobias Carlisle, founder of Acquires Fund and value investing expert, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray of Alpha Architect as they delve into the world of investing. The trio discusses the implications of ESG investing on capital costs and ethical considerations. They also explore the shift of international investments, emphasizing diversification beyond U.S. markets. Additionally, they touch on timeless investment principles and strategies for maintaining value investing amidst market fluctuations. Tune in for a rich exchange of insights!
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ESG Investing: A Holistic Approach
- Consider all stakeholders when evaluating a company's long-term sustainability.
- Good management creates win-win outcomes for everyone in the business ecosystem.
ESG Investing: Marketing Ploy?
- ESG investing lacks universal standards and can be a marketing tactic.
- Increased cost of capital for some investments may lead to better returns, attracting investors in those areas.
ESG's Impact on Financial Markets
- ESG's rise impacts markets by potentially lowering the cost of capital for some companies.
- This can create arbitrage opportunities by improving a company's ESG profile.
