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The Intrinsic Value Podcast - The Investor’s Podcast Network

MI212: Why Macroeconomic Data Matters For Investors w/ Eddie Donmez

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6592 Ratings

🗓️ 25 August 2022

⏱️ 61 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN: 04:45 - How Eddie got started creating financial content and turned it into his full-time career.  13:21 - How to grow your following on social media as a content creator.  22:44 - Eddie’s top tips on how to break into the world of finance.  33:40 - What macro trends does he think are key for investors to watch right now?  35:50 - How inflation impacts a company's fundamentals. 45:56 - What are the biggest risks to global financial markets going forward?  53:27 - What investments does he think are best positioned to perform well in this inflationary environment?  And much, much more!   *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Finimize. Follow Rebecca on Instagram. Follow Clay on Instagram. Related Episode: Q3 2022 Macro Market Overview w/ Joe Brown - MI188. Related Episode: Thriving In an Inflationary Environment w/ Derrick Kinney - MI187. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Eddie: Twitter | LinkedIn   Connect with Clay: Twitter   Connect with Rebecca: Twitter 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 Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm 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

Transcript

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0:00.0

You're listening to TIP.

0:02.7

Hey everyone, welcome to the millennial investing podcast.

0:06.0

Today, I have an exciting announcement for you all as I introduced the new host of

0:10.7

millennial investing, Rebecca Hotsko.

0:12.9

Rebecca, it's such a pleasure to have you a part of the team here at TIP.

0:17.1

Thanks so much, Clay.

0:18.5

I'm really excited to be here.

0:21.1

To paint a bit of a picture for why we decided to make this change for the Millennial

0:24.9

Investing Show, I think it's helpful to look back at how TIP originally started.

0:30.6

Back in 2014, the founders of TIP, Preston Pish, and Stig Broderson started their first show

0:36.3

called We Study Billionaires.

0:38.5

They originally started by studying Warren Buffett and many of these other billionaires,

0:42.7

such as Ray Dalio, Charlie Munger, Peter Thiel, Jeff Bezos, and a number of these other billionaires.

0:48.4

They'd also cover some of their favorite books on the podcast as well and do book reviews,

0:53.1

then gradually over time, the show transitioned

0:55.2

to primarily doing the guest interviews. For a while, Stig has wanted to go back to producing

1:00.9

some of the original episodes they were doing that was more evergreen content, where it's just

1:05.2

the host covering a topic. And he asked me if I'd be interested in doing that on We Study Billionaires,

1:10.2

and it just felt like an opportunity I really couldn't pass up. The kicker was that I had to find a new host for the Millennial Investing Show because I wouldn't have the time to do both. And luckily enough, I was introduced to you, Rebecca, and thought you'd be just a great fit to be the new host of millennial investing. For those who don't know you yet, Rebecca,

1:29.1

how about you tell the audience a little bit about your background and how you got to where you are today?

1:34.4

Thanks, Clay. So my background is a bit of a mix. My educational background is in economics,

1:41.2

as well as I've completed two levels of the CFA. I started off my corporate career

...

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