TIP512: Top Takeaways from 2022 w/ Trey Lockerbie

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

We Study Billionaires - The Investor’s Podcast

Guest
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




NEW TO THE SHOW?




SPONSORS

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!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm


Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Continue reading...
 

Similar threads

W
Replies
0
Views
10
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
12
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
11
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
13
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
12
We Study Billionaires - The Investor’s Podcast
W
Back
Top