MI125: Investing Like Warren Buffett w/ Jake Taylor
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 16 December 2021
⏱️ 66 minutes
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Summary
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| 0:00.0 | You're listening to TIP. |
| 0:02.4 | There's only one way that anything is cheap today, and that's if rates go even lower than |
| 0:07.4 | they are. And we're already at, call it 1 and 1.4 on the 10-year treasury, it's pretty hard |
| 0:15.2 | to go down from there. I mean, people might forget, but like August of 2000, the federal |
| 0:20.5 | funds rate was like six and a half |
| 0:22.5 | percent. And then over the next like two years, they lowered it down to like one and a half |
| 0:26.7 | percent to try to like boost the economy during a recession. |
| 0:34.1 | On today's episode, I sit down to chat with Jake Taylor. Jake is the CEO of Farnham Street |
| 0:39.8 | Investments, author of The Rebel Allicator, one of the hosts of Value After Hours, |
| 0:45.8 | the host of the author interview series, Five Good Questions, and was an adjunct professor at |
| 0:51.1 | UC Davis's Graduate School of Management. He's also a Warren Buffett-style |
| 0:55.4 | value investor and has been on TIP's flagship show, We Study Billionaires, on a number of occasions. |
| 1:01.9 | During the episode, I chat with Jake about how an encounter with Warren Buffett changed his life. |
| 1:07.0 | Why capital allocation is so important for both businesses and investors? How Jake is positioning |
| 1:12.5 | his portfolio in these expensive market conditions? Why Berkshire Hathaway's recent underperformance |
| 1:17.9 | shouldn't concern investors at all? Why the valuation of many growth companies likely aren't |
| 1:23.2 | sustainable? What Jake wishes he could go back and tell his 20-year-old self and much, much more. |
| 1:29.5 | I really enjoyed this conversation with Jake as he delivers an incredible amount of investing |
| 1:33.8 | wisdom. Now, without further delay, let's dive right into this week's episode with Jake Taylor. |
| 1:39.9 | You're listening to Millennial Investing by the Investors Podcast Network, where your hosts, Robert |
| 1:45.7 | Leonard and Clay Fink, interview successful entrepreneurs, business leaders, and investors |
| 1:50.6 | to help educate and inspire the millennial generation. |
... |
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