IN THIS EPISODE, YOU'LL LEARN:

03:54 - How today’s inflation compares to 1970 with Jeremy Grantham.
07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple.
13:17 - How energy impacts inflation with Josh Young.
31:55 - Why investors should consider microcaps with Ian Cassell.
38:40 - The vindication of the dollar milkshake theory with Brent Johnson.
47:15 - Market indicators from Dan Rasmussen, Joe Brown, and a lot more.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

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Related Episode: The Top of the Cycle w/ Jeremy Grantham– TIP371.
Related Episode: The Dollar Milkshake Theory Update w/ Brent Johnson - TIP397.
Related Episode: Expectations Investing w/ Michael Mauboussin – TIP421.
Related Episode: What Is Happening With Oil? w/ Josh Young - TIP429.
Related Episode: Indicators for Crisis Investing w/ Dan Rasmussen - TIP455.
Related Episode: Why Microcaps Have the Best YTD Performance w/ Ian Cassel - TIP480.
Related Episode: Market Indicators, Cbdc’s and Real Estate w/ Joe Brown - TIP507.

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Who Owns Your Stuff? - TDO 464 - Nikos & Jonathan Hoenig