

TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra
Feb 7, 2021
Tobias Carlisle, a value investor and author, teams up with Hari Ramachandra, an insightful investor and blogger, to dissect the current financial landscape. They discuss whether equities might merely be temporary safe havens and explore innovative strategies for value and momentum investing. Their lively debate includes examining the resilience of certain stocks, the surprising potential of ARK Fintech Innovation, and the impact of government policies on market dynamics. Tune in for engaging insights amid economic uncertainty!
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2020 Stock Market Performance
- The stock market performed surprisingly well in 2020, despite the pandemic.
- This makes finding undervalued stocks difficult, leading to a need for cash placeholders.
Cash Placeholder Strategy
- Use a mix of value and momentum ETFs as a cash placeholder in a bull market.
- This approach combines historically proven strategies while mitigating inflation risk.
Market Cycle Comparison
- The current market, like the late 1990s, is characterized by overvalued large-cap stocks.
- Smaller value names are likely to perform better when this cycle changes.