Excess Returns 100+ Great Investors Share Their Most Important Investing Lesson
Jan 4, 2024
Guest
Steve Romick
Guest
Rob Arnott
Guest
Michael Mauboussin
Guest
Bob Ellott
Guest
Cem Karsan
Guest
Guy Spier
Guest
Jerry Parker
Guest
Joel Tillinghast
Renowned investors including Guy Spier, Rob Arnott, Michael Mauboussin, Steve Romick, Joel Tillinghast, Cem Karsan, Bob Ellott, and Jerry Parker share their most important investing lessons. Topics covered include self-forgiveness, action, and diversification, the importance of knowledge and flexibility, avoiding natural investing mistakes, analyzing the truth and geopolitics, investing in real opportunities, thorough homework and independent research, the significance of rebalancing, finding your investing philosophy, understanding the importance of perspective, the importance of price confirmation and having an open mind, maximizing contributions to retirement accounts, and teaching children about investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
The Importance of Self-Forgiveness, Action, and Diversification in Investing
02:13 • 4min
The Importance of Knowledge and Flexibility in Investing
06:27 • 2min
Avoiding Natural Investing Mistakes
08:03 • 22min
Investing, Cost, ETFs, and Unexpected Events
29:48 • 4min
Analyzing the Truth and Geopolitics
33:35 • 9min
Investing in Real Opportunities
42:58 • 27min
Thorough Homework and Independent Research
01:09:59 • 10min
The Significance of Rebalancing and the Impact of Central Bank Money Supply
01:19:39 • 2min
Investing in the Real and Finding Your Identity
01:21:14 • 2min
The Evolution of Investment Philosophy
01:22:48 • 8min
Finding Your Investing Philosophy
01:30:42 • 14min
Understanding the Importance of Perspective in Investing
01:44:19 • 19min
The Importance of Price Confirmation and Having an Open Mind
02:03:33 • 2min
Maximizing Contributions to Retirement Accounts: Easy Wins in Investing
02:05:23 • 7min
Teaching children about investing
02:12:34 • 20min