TIP402: Investing Mastermind Q4 2021

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

Guest
For this week's Mastermind discussion, Stig has invited Tobias Carlisle from Acquires Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The week's topic is ESG investing, value in the international market, benchmarking your performance, and much more.



IN THIS EPISODE, YOU’LL LEARN:

  • 01:10 - How to think about ESG when you invest.
  • 07:46 - Why ESG is lowering the cost of capital.
  • 20:23 - Which data from international markets do investors need to invest away from the US
  • 21:10 - How did the US go from owning more of the world to the world owning more of the US?
  • 28:29 - Which timeless principles do we have in investing?
  • 37:26 - How can you still be a value investor when the strategy is not working short term?
  • 45:24 - Is there any secular trends to look out for in the decade to come
  • 48:16 - How do you find a good benchmark for your portfolio?
  • 54:14 - Why John Husmann estimates the expected return for S&P500 is negative



*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.



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