TIP 023 : Stock Market Bubbles and Asset Allocation (Investing Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 22 February 2015

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN: Who is Paul Arnold, and what is asset allocation? How can I make the optimal asset allocation? Can stock picking be profitable when the stock market is overvalued? Ask the Investors: Do Preston and Stig use P/E and P/B to pick stocks? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Ray Dalio’s notes on deleverage, Click to Download. Stig’s new YouTube channel where he answers your investing questions: Ask The Investors Videos. Andrei Shleifer’s book, Inefficient Markets – Read reviews of this book. Burton G. Malkiel’s book, A Random Walk Down Wall Street – Read reviews of this book. Richard Grinold and Ronald Kahn’s book, Active Portfolio Management – Read reviews of this book. Morningstar’s book, Market Results for Stocks, Bonds, Bills and Inflation 1926-2013. New to the show? Check out our We Study Billionaires Starter Packs. Our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Check out our Favorite Apps and Services. Browse through all our episodes (complete with transcripts) here. Support our free podcast by supporting our sponsors. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ 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! 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Transcript

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0:00.0	This is episode 23 of the Investors Podcast.
0:04.0	Broadcasting from Bel Air, Maryland.
0:07.0	This is the Investors Podcast.
0:11.0	They'll read the books and summarize the lessons.
0:15.0	They'll test the waters, tell you what it's called.
0:18.0	They'll give you actionable investing strategies.
0:21.0	Your host, Preston Pish, and Sting Broderson.
0:26.0	All right.
0:28.0	How's everybody doing today?
0:30.0	This is Preston Pish and I'm your host for the Investors Podcast.
0:33.0	And as usual, I am a company by my co-host, Sting Broderson, out in Denmark.
0:37.0	And today we've got a special guest for everybody.
0:40.0	We've got Paul Arnold on the show.
0:42.0	And Paul is a senior consultant in the investment advisory group of Morningstar's investment management division.
0:48.0	Paul worked for two years at the Bank of America before he went to Morningstar.
0:52.0	And they're a principal investment group.
0:55.0	Paul also holds a bachelor's degree in finance and international business from the Indiana University.
1:00.0	And a master's degree in business administration with honors from the University of Chicago's Booth School of Business,
1:06.0	which is a fantastic business school, one of the best in the entire world.
1:09.0	His master's was in finance and economics.
1:11.0	And on top of that, Mr. Arnold holds a chartered financial analyst designation, the CFA designation,
1:17.0	and as a member of the CFA Institute.
	...

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