meta_pixel
Tapesearch Logo
Log in
The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network

TIP 071 : Value Investing Questions from the Audience and Benjamin Franklin by Walter Isaacson

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

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 31 January 2016

⏱️ 64 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN: What has happened to the global stock market cap, and how it moves in cycles. If Preston and Stig has changed their value investing strategy given the current market conditions. Why Preston and Stig doesn’t look at analyst ratings and price targets. How to stick to your strategy when the stock market crashes. How Preston and Stig prioritize which books to read. If the low interest rate justifies a higher P/E ratio. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. The Investor’s Podcast’s Executive Summary of Benjamin Franklin. The Investor’s Podcast list of Billionaires’ Favorite Books. Toby Carlisle’s book, Deep Value – Read reviews of this book. Walter Isaacson’s book, Benjamin Franklin – Read reviews of this book. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. 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: ⁠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! 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 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

Click on a timestamp to play from that location

0:00.0

We study billionaires and this is episode 71 of the Investors Podcast.

0:06.0

Broadcasting from Bel Air, Maryland. This is the Investors Podcast.

0:14.0

Don't read the books and summarize the lessons. Don't test the waters. Tell you when it's cold.

0:20.0

Don't give you actionable, invested strategies. Your host Preston Pish and St. Broderson.

0:30.0

Hey, how's everybody doing out there? This is Preston Pish and I'm your host for the Investors Podcast.

0:35.0

And as usual, I'm a company by my co-host St. Broderson and Dan Mark.

0:39.0

We've just got kind of a hodgepodge of stuff to talk about today.

0:43.0

And we're going to lead off with a little bit of current market conditions.

0:46.0

We're going to be talking about what's going on in the markets because it's just continuing to get more and more interesting by the day.

0:52.0

And then what we're going to do is we're going to transition and we're going to answer five different questions for members of our audience that have been recording their questions at AskTheInvestors.com.

1:00.0

And then after that, we have a book summary that we're going to be doing really quickly because we really don't have that much to talk about with this book.

1:07.0

And that is the Benjamin Franklin book by Walter Isaacson on American Life.

1:12.0

So we'll be covering that at the very end and it's not going to be very long, but we will still cover that and send out our executive summary of the book that we read.

1:19.0

So real fast, I just wanted to briefly talk about the current market conditions.

1:24.0

Now we recorded this episode about two weeks ago from the time that you're listening to this right now as I'm looking at my watch, it's the 18th of January 2016.

1:33.0

So when you listen to this, it's probably going to be the end of the month.

1:36.0

And some of this information might have a little bit of a lag to it.

1:39.0

So I think that sometimes that's good because we're not able to talk about the play by play the minute by minute and really talk more about bigger ideas and kind of bigger trends that we're seeing and concerns or highlights.

1:52.0

So the one thing that I wanted to talk about and right before we started recording, I shot Stig this chart.

1:58.0

And I said, I really want to talk about this when we start recording this episode and Stig totally agree.

2:02.0

He thinks that it's a very good chart and something that we can really talk about here.

2:07.0

So I found this chart that is titled Global Stock Market Cap.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Stig Brodersen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Stig Brodersen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.