IN THIS EPISODE, YOU'LL LEARN:
- 03:54 - How today’s inflation compares to 1970 with Jeremy Grantham.
- 07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple.
- 13:17 - How energy impacts inflation with Josh Young.
- 31:55 - Why investors should consider microcaps with Ian Cassell.
- 38:40 - The vindication of the dollar milkshake theory with Brent Johnson.
- 47:15 - Market indicators from Dan Rasmussen, Joe Brown, and a lot more.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Trey Lockerbie's Twitter.
- Related Episode: The Top of the Cycle w/ Jeremy Grantham– TIP371.
- Related Episode: The Dollar Milkshake Theory Update w/ Brent Johnson - TIP397.
- Related Episode: Expectations Investing w/ Michael Mauboussin – TIP421.
- Related Episode: What Is Happening With Oil? w/ Josh Young - TIP429.
- Related Episode: Indicators for Crisis Investing w/ Dan Rasmussen - TIP455.
- Related Episode: Why Microcaps Have the Best YTD Performance w/ Ian Cassel - TIP480.
- Related Episode: Market Indicators, Cbdc’s and Real Estate w/ Joe Brown - TIP507.
NEW TO THE SHOW?
- Check out our We Study Billionaires Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
SPONSORS
- Get position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.
- Get personalized, expert advice that helps you see things clearly with ATB.
- Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today.
- Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.
- If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.
- If you’re aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.
- If you’re a sales professional, get every real time advantage you can get with Sales Navigator. Enjoy 60 days of free trial today.
- Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.
- Support our free podcast by supporting our sponsors.
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
