Chris Bloomstran - An Update on Public Markets - [Invest Like the Best, EP.171]

Invest Like the Best with Patrick O'Shaughnessy

Colossus

Investing, Business, Technology

4.8 • 2.4K Ratings

🗓️ 30 April 2020

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

My guest today for a flash update is Chris Bloomstran, the founder and CIO of Semper Augustus and a popular past guest on the show. We talk about his view on the state of the public equity market, why it will be hard for the market to deliver great returns for the next decade relative to the last, and where opportunities may lie. Please enjoy.

This episode is brought to by Koyfin.

For more episodes go to InvestorFieldGuide.com/podcast.

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.

Follow Patrick on Twitter at @patrick_oshag

Show Notes

(1:42) – (First question) – Adjustments to his portfolio in the age of a pandemic

(6:41) – Chris Bloomstran Podcast Episode

(9:36) – The Federal Reserve Act

(12:32) – Surprising action in the markets during the crisis

(13:08) – 2020 Investment Letter

(15:02) – Why we won’t see the same performance in tech over the future as we’ve seen the last decade

(21:00) – The carnage in energy sector and return potential

(30:06) – Berkshires activity since the crisis started

(35:48) – Where sectors are valued in the current market

(41:12) – Expectation for deflation over inflation

(48:54) – Characteristics to look for in businesses to own over the next 10 years

(52:05) – Economic factors they are focusing on

Learn More

For more episodes go to InvestorFieldGuide.com/podcast.

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

Follow Patrick on Twitter at @patrick_oshag

Transcript

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0:00.0	This episode is brought to you by Coiffin.
0:02.0	I've become very interested in the best software tools and investing.
0:04.8	And when I asked Twitter for the best Bloomberg alternative,
0:07.4	the overwhelming winner was an excellent new product called Coiffin.
0:10.6	It's a web-based platform that lets you analyze stocks, ETFs, mutual funds,
0:14.2	and other asset classes in one place.
0:16.6	I've been using it every day to track what's going on in the market,
0:19.0	and I think if you try it, you will too.
0:20.8	Coiffin has a ton of high-quality data, powerful functionality, and a clean interface.
0:25.0	The best part is that it's free.
0:26.2	You can sign up at www.coiffin.com.
0:29.5	That's koifin.com.
0:31.9	Hello and welcome, everyone.
0:37.4	I'm Patrick O'Shaughnessy, and this is Invest Like The Best.
0:40.4	This show is an open-ended exploration of markets, ideas, methods, stories,
0:45.0	and of strategies that will help you better invest both your time and your money.
0:49.0	You can learn more and stay up to date at investorfieldguide.com.
0:52.8	Patrick O'Shaughnessy is the CEO of O'Shaughnessy Asset Management.
1:00.4	All opinions expressed by Patrick and podcast guests are solely their own opinions
1:04.6	and do not reflect the opinion of O'Shaughnessy Asset Management.
1:08.2	This podcast is for informational purposes only, and should not be relied upon as a basis
1:12.5	for investment decisions.
	...

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