We Study Billionaires - The Investor’s Podcast Network TIP632: Mastermind Q2, 2024 w/ Tobias Carlisle and Hari Ramachandra
12 snips
May 19, 2024 
Tobias Carlisle, a seasoned value investor and author, joins Hari Ramachandra to discuss promising stock picks and the current economic climate. They analyze why Burberry, despite challenges, could rebound and debate its market positioning. Hari champions ICICI Bank as a strong investment in India's growth, while Tobias pitches Playtika, outlining both its potential and pitfalls. They navigate economic uncertainties and explore the impact of innovation in the sector, offering valuable insights for investors looking to align with future trends.
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Unusual Economic Indicators
- Traditional economic indicators haven't behaved as expected.
- Interest rate hikes haven't significantly impacted inflation or asset prices.
Macro Investing is Hard
- Macroeconomic events are hard to predict, even in hindsight.
- Focus on your investment strategy based on your life stage, rather than market timing.
Regret Minimization
- Prepare for various market outcomes (boom or bust) through regret minimization.
- Position yourself to be unaffected by market fluctuations.
