TIP310: Mastermind Discussion 3Q 2020 - (Busi...

Kyle Grieve discusses key mental models from economics and art and how they apply to investing and decision-making. He explores economic concepts such as scarcity, supply and demand, optimization, specialization, efficiency, competition, and bubbles, illustrating them with real-w ...  Afficher plus

In today’s episode, Kyle Grieve discusses the speculative boom of the 1960s “Go-Go Years” as presented in John Brooks’ book, highlighting the dangers of euphoria, leverage, and financial engineering. He explores case studies like Ross Perot, Edward Gilbert, Atlantic Acceptance, a ...  Afficher plus

Robert Leonard chats with Tobias Carlisle about the global economy, market assessment, value investing opportunities, mean reversion trades, quality assessment in deep value strategies, using screeners, and more! Tobias Carlisle is the founder of The Acquirer’s Multiple®. He is ...  Afficher plus

IN THIS EPISODE, YOU’LL LEARN: 02:00 - How Tobias ended up becoming a value investor. 07:43 - What investors had a big impact on Tobias’s own development. 32:20 - How inflation impacts his overall thought process for stock investing. 44:03 - Tobias’s thoughts on an appropria ...  Afficher plus

On today’s show, I talk with Stig Brodersen. Stig is Co-Founder and Co-Host of We Study Billionaires by The Investor’s Podcast Network, a best-selling author, and a former college professor. He has successfully grown We Study Billionaires to the #1 stock investing podcast in the ...  Afficher plus

IN THIS EPISODE, YOU’LL LEARN: 09:18 - Understanding the basics of valuations and how to interpret price multiples.  17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward.   25:46 - What Lance thinks are som ...  Afficher plus