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We Study Billionaires - The Investor’s Podcast Network
TIP512: Top Takeaways from 2022 w/ Trey Lockerbie
Jan 6, 2023
Financial analyst Trey Lockerbie hosts a podcast episode with guests Jeremy Grantham, Michael Mauboussin, Josh Young, Ian Cassell, Brent Johnson, Dan Rasmussen, and Joe Brown. They discuss topics such as inflation comparison to 1970, valuation multiples, energy's impact on inflation, microcaps for investors, the dollar milkshake theory, and market indicators.
01:12:49
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Quick takeaways
- Understanding valuation multiples based on returns on capital and growth is crucial for investors.
- The Dollar Milkshake Theory suggests that tightening US monetary policy may affect global debt dynamics.
Deep dives
Key Takeaway 1: The Market Environment of 2022
The year 2022 witnessed a significant decline in stocks and bonds, with the S&P 500 experiencing its fastest decline since 1939. Signs of market tops were evident, including Elon Musk and Jeff Bezos selling significant shares of their respective companies.
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