TIP512: Top Takeaways from 2022 w/ Trey Lockerbie

<p><strong>IN THIS EPISODE, YOU'LL LEARN:</strong></p><ul><li>03:54 - How today’s inflation compares to 1970 with Jeremy Grantham.</li><li>07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple.</li><li>13:17 - How energy impacts inflation with Josh Young.</li><li>31:55 - Why investors should consider microcaps with Ian Cassell.</li><li>38:40 - The vindication of the dollar milkshake theory with Brent Johnson.</li><li>47:15 - Market indicators from Dan Rasmussen, Joe Brown, and a lot more.</li></ul><p><br></p><p><em>Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Trey Lockerbie's <a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a>.</li><li>Related Episode: <a href="https://www.theinvestorspodcast.com/episodes/top-of-the-cycle-w-jeremy-grantham/" rel="noopener noreferrer" target="_blank"><strong>The Top of the Cycle w/ Jeremy Grantham</strong>–&nbsp;<strong>TIP371</strong></a>.</li><li>Related Episode: <a href="https://www.theinvestorspodcast.com/episodes/the-dollar-milkshake-theory-update-w-brent-johnson/" rel="noopener noreferrer" target="_blank"><strong>The Dollar Milkshake Theory Update w/ Brent Johnson - TIP397</strong></a>.</li><li>Related Episode: <a href="https://www.theinvestorspodcast.com/episodes/expectations-investing-w-michael-mauboussin/" rel="noopener noreferrer" target="_blank"><strong>Expectations Investing w/ Michael Mauboussin</strong> –&nbsp;<strong>TIP421</strong></a>.</li><li>Related Episode:<a href="https://www.theinvestorspodcast.com/episodes/what-is-happening-with-oil-w-josh-young/" rel="noopener noreferrer" target="_blank"><strong> What Is Happening With Oil? w/ Josh Young - TIP429</strong></a>.</li><li>Related Episode:<a href="https://www.theinvestorspodcast.com/episodes/indicators-for-crisis-investing-w-dan-rasmussen/" rel="noopener noreferrer" target="_blank"><s