We Study Billionaires - The Investor’s Podcast Network

TIP356: Investing Mastermind Q2 2021

Jun 27, 2021

Tobias Carlisle, founder of Acquirer's Fund, discusses the dynamics of value investing cycles. Jake Taylor from Farnam Street Investments shares his approach to crafting a free MBA curriculum and navigating market downturns. Dr. Wes Gray, founder of Alpha Architect, emphasizes the tax advantages of ETF investing. They also touch on the undervaluation of Franklin Covey and the psychological aspects of investing, providing insights into maintaining discipline in volatile markets while managing risk effectively.

01:00:21

Episode guests

Wes Gray

Jake Taylor

Tobias Carlisle

AI Chapters

Episode notes

Intro

2min

Navigating Value Investing: Strategies and Psychology

20min

Business Solutions for Financial Management and Future Preparedness

3min

Investor Mindsets in Market Turmoil

6min

Navigating Investment Strategies and Tax Efficiency

9min

Understanding Investment Strategies and the Role of ETFs

4min

Investing Insights: FranklinCovey and Beyond

20min

For this week’s Mastermind discussion, Stig Brodersen has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is how they can best help the TIP Community.

IN THIS EPISODE, YOU'LL LEARN:

(01:41) How to think about cycles in value investing
(19:54) How to create your own free MBA
(34:27) The tax advantages you get with ETF investing
(43:52) Why Franklin Covey is vastly undervalued

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Millennial investing’s interview with Adam Mead
Our interview with Morgan Housel about the Psychology of Money
Franklin Covey’s investors' relations

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.