High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp

1

Introduction

00:00 • 2min

2

How to War Game Potential Futures

02:00 • 3min

3

The Biggest Lessons From Your Dad

05:06 • 2min

4

Is It a Value Approach or Growth Approach?

07:28 • 3min

5

The Challenge of Growth Investing

10:01 • 2min

6

Return on Equity - Is That Really Important?

12:28 • 2min

7

Are You Looking for Firms With High Returns on Capital?

14:19 • 3min

8

Do You Use Momentum or Price Action in Your Process?

16:58 • 3min

9

Bonds Can Be Mispriced Relative to Inflation

20:28 • 2min

10

Is There Inflation in Your Portfolio?

22:07 • 4min

11

Is the Market in a Recession?

25:41 • 3min

12

When You Shouldn't Be Investing Money, Right?

28:40 • 3min

13

When It's Time to Buy, You're Not Going to Want To.

32:01 • 2min

14

Investing in a Speculative Position

33:54 • 2min

15

Are You Going to Buy a Housing Company?

35:25 • 3min

16

Behavioral Finance - What Are the Characteristics of Those Investors That Stand Out in Your Mind?

38:43 • 2min

17

How to Educate Your Clients About Investing

40:40 • 2min

18

Are You Bottoms of Stock Pickers?

42:26 • 4min

19

Is There a Lag in Inflation?

46:10 • 6min

20

Is There a Recession in the Market?

51:43 • 4min

21

Is There a Recession?

55:51 • 4min

22

Investing in the Market

01:00:02 • 2min

23

Excess Returns - What's the Date of Your Investing?

01:01:35 • 2min