MI225: Studying Superinvestors w/ David Rubenstein
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 29 September 2022
⏱️ 48 minutes
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| 0:00.0 | You're listening to TIP. And I think we're in a slow economy right now in the United States, |
| 0:06.0 | and I think a contrary in bet today would be to invest in some technology-related companies. |
| 0:10.9 | Another contrary in bet today would be to invest in cryptocurrencies. |
| 0:14.8 | Best thing to do, in my view, is when the markets are going down, that's when you invest, |
| 0:19.5 | and when markets are going up, that's when you have to be much more cautious. Now is a much better time to invest than when the markets are going down, that's when you invest. And when markets are going up, that's when you have to be much more cautious. Now is a much better time to invest than when |
| 0:24.6 | the markets are very high. And I would also add that many of the great fortunes in the world |
| 0:29.0 | have been made by investors who bought things when markets were depressed and not when they |
| 0:33.8 | were very highly priced. |
| 0:39.1 | On today's episode, I'm joined by billionaire investor and entrepreneur David Rubenstein. |
| 0:45.7 | David is the co-founder of Carlisle Group, which is now one of the largest private equity |
| 0:50.3 | companies in the world. |
| 0:51.6 | He also hosts the David Rubenstein show on Bloomberg and is the author of |
| 0:56.3 | multiple books, including his upcoming book, How to Invest Masters on the Craft, where he studies |
| 1:02.1 | other top superinvestor strategies and documents what made them successful. During this episode, David |
| 1:09.1 | shares his story of how he started Carlisle Group and grew it to be one of the largest private equity firms in the world. |
| 1:16.1 | We talk about investing in private equity, why you might want to consider this, and what to look for when analyzing these companies. |
| 1:23.4 | David also shares his outlook on the stock market, which markets and sectors he thinks are most |
| 1:28.7 | attractive to invest in right now. We also talk about his upcoming book and what some of his |
| 1:34.1 | greatest learnings were from studying other super investors. And he tells us what he thinks it |
| 1:39.6 | takes to become a great investor, as well as what mistakes retail investors make when trying to copy |
| 1:45.8 | superinvestor strategies, and so much more. We covered so many great topics in this interview. It was |
| 1:52.8 | such a pleasure being able to talk to and learn from one of the greatest investors and entrepreneurs |
... |
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