TIP402: Investing Mastermind Q4 2021

A.D.D

59 min

Business Knowledge

Description

IN THIS EPISODE, YOU’LL LEARN:<ul><li>01:10 - How to think about ESG when you invest. </li><li>07:46 - Why ESG is lowering the cost of capital.</li><li>20:23 - Which data from international markets do investors need to invest away from the US</li><li>21:10 - How did the US go from owning more of the world to the world owning more of the US? </li><li>28:29 - Which timeless principles do we have in investing? </li><li>37:26 - How can you still be a value investor when the strategy is not working short term? </li><li>45:24 - Is there any secular trends to look out for in the decade to come</li><li>48:16 - How do you find a good benchmark for your portfolio? </li><li>54:14 - Why John Husmann estimates the expected return for S&P500 is negative</li></ul> *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES<ul><li>Listen to the most recent <a href="https://www.theinvestorspodcast.com/episodes/investing-mastermind-q3-2021/" rel="noopener noreferrer" target="_blank">Q3 2021 Investing Mastermind episode.</a></li><li>Listen to the most recent <a href="https://www.theinvestorspodcast.com/episodes/investing-mastermind-q2-2021/" rel="noopener noreferrer" target="_blank">Q2 2021 Investing Mastermind episode.</a></li><li>Tobias Carlisle's podcast, <a href="https://acquirersmultiple.com/podcast/" rel="noopener noreferrer" target="_blank">The Acquires Podcast.</a></li><li>Tobias Carlisle's <a href="https://acquirersfund.com/" rel="noopener noreferrer" target="_blank">Acquirers Fund</a>.</li><li>Tobias Carlisle's ETF, <a href="https://www.acquirersfund.com/" rel="noopener noreferrer" target="_blank">ZIG.</a></li><li>Tobias Carlisle's ETF, <a href="https://www.etf.com/DEEP" rel="noopener noreferrer" target="_blank">Deep.</a

Episodes

TIP402: Investing Mastermind Q4 2021

A.D.D

59:48