Macro Hive Conversations With Bilal Hafeez

Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns

Apr 7, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Origins of My Career
01:42 • 3min
3
How to Be an Equity Investor
04:34 • 2min
4
The Importance of Value-Based Trading
06:21 • 2min
5
Cryptocurrency: A Family Show
08:14 • 2min
6
The Impact of Technology on Equity Valuation
09:47 • 2min
7
The Rise of the Indicators of Value
11:51 • 3min
8
The History of Inflation
15:20 • 2min
9
The Effect of Inflation on the Market
17:47 • 2min
10
The Rise of the Minimum Wage
19:20 • 2min
11
The Impact of the Fed's QE on the Economy
21:16 • 3min
12
The Market's View on Real Yields Going Forward
24:39 • 2min
13
The Threat to the Financial Industry From Low Inflation
26:21 • 3min
14
The Stability of Private Equity Over the Past Year
29:14 • 2min
15
The Future of the Investment Industry
30:47 • 3min
16
How to Position Yourself in a New Phase
33:24 • 3min
17
The Best Investment Advice I've Ever Received From Anyone
36:10 • 2min
18
How to Get Into the Best Jobs
38:13 • 2min
19
The Influence of Books on My Career
39:58 • 2min
20
How to Be a Successful Investor
41:29 • 2min