

My Investment Thesis | Ep 666
70 snips Jan 31, 2024
The discussion dives into the evolving landscape of investments amidst economic shifts. Alex reveals his transition from banking to treasury bonds for enhanced safety and returns. He emphasizes the importance of knowledge in investing, sharing insights from his journey with the S&P 500 and private deals. A unique three-step investment strategy highlights self-improvement, risk diversification through indexes, and leveraging personal strengths. It's a compelling look at adapting investment strategies in today's world.
AI Snips
Chapters
Transcript
Episode notes
Bank Deposits as Loans
- Putting cash in a bank is like giving the bank a loan.
- Banks lend that money at higher rates, profiting from the difference.
T-Bills over Bank Deposits
- Consider U.S. Treasury bonds (T-bills) over bank deposits.
- They offer better returns and lower risk, directly lending to the government.
Investment Strategy Evolution
- Alex Hormozi's investment strategy evolved through three phases.
- These phases were self-improvement, index funds (S&P 500), and a barbell strategy.