

Navigating Market Volatility and Future-Proof Investing with Ryan Zabrowski
Jun 12, 2025
Join Ryan Zabrowski, a savvy senior portfolio manager and author, as he uncovers key strategies to navigate market volatility. He emphasizes the importance of valuing businesses based on free cash flow and shares insights on competitive advantages like economic moats. Dive into how sentiment analysis can shape investment strategies and explore the future impacts of technology and longevity on the market. Ryan blends emotional acumen with technical prowess, making complex investing concepts accessible and compelling.
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Stocks as Capital Assets
- Stocks are preferred as investments because they represent ownership in capital assets that generate income.
- Valuing investments by their future cash flow potential is the most reliable method.
Value Stocks via Free Cash Flow
- Calculate free cash flow yield by comparing leftover cash flow with the price paid for the asset.
- Use this method to value individual stocks and entire stock markets to assess over or undervaluation.
Behavior Over Intelligence
- Warren Buffett teaches that investing skill is more about behavior and honesty than intelligence.
- Patience, rationality, and self-awareness are critical to successful investing.