We Study Billionaires - The Investor’s Podcast Network TIP 054 : Mastermind Discussion 3Q 2015 (Business Podcast)
Sep 27, 2015
Topics include insights from Monish Pabrai's shareholders meeting, Shiller's bearish outlook, market valuation, currency risk in equity investments, global diversification, impact of quantitative easing on bond yields, critique of Japan's economic strategy, navigating Japan's stock market, and expert insights from guest appearances.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Insights from Monish Pabrai's Shareholders Meeting
01:34 • 13min
Understanding Shiller's Bearish Outlook and Market Evaluation
14:23 • 5min
Market Valuation and Currency Risk in Equity Investments Discussion
19:39 • 2min
Global Diversification for Portfolio Optimization
21:54 • 2min
Investment Strategies and the Impact of Quantitative Easing on Bond Yields
23:36 • 11min
Critique of Japan's Economic Strategy and Bleak Future Outlook
34:14 • 4min
Navigating Japan's Stock Market and Warren Buffett's Strategies
38:40 • 10min
Showcasing Expert Insights and Gratitude for Guest Appearances
48:57 • 3min