TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra

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We Study Billionaires - The Investor’s Podcast

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In today's episode, Preston and Stig speak to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q1 2021. Together, they sit down and talk about where they see value in the financial markets.

They try and shoot holes in each other's stock picks and help each other as much as possible. It's a fun conversation that shows how they currently think about investing in these extraordinary times.



IN THIS EPISODE, YOU'LL LEARN:

  • Whether equities can be a temporary placeholder for cash
  • How to invest long/short in value stocks
  • Which return can you expect if you invest in Brookfield Asset Management?
  • Why ARK Fintech Innovation is still a buy despite a more year return above 100%



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