TIP130: Mastermind Discussion 1Q 2017 (Investing Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 19 March 2017

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN:

If Charlie Munger thinks it’s better to invest in China than the US.
If Warren Buffett is winning his $1M cash bet against hedge funds.
Why Warren Buffett’s is holding $86B in cash.
Why index funds are mispricing individual stocks.
Why Bill Miller thinks the stock market could easily go higher.

BOOKS AND RESOURCES

Hari’s Blog Post about Charlie Munger at BitsBusiness.com.
Calin’s SEO Company: Inbound Interactive.
Tobias’ Investing Site: The Acquires Multiple.
Tobias’ Blog: GreenBackd.com.
Tobias’ book, Deep Value – Read reviews of this book.
Preston and Stig’s episode about the last Berkshire Hathaway Shareholder meeting.
Sign up for the 2017 Berkshire Hathaway Meeting.
Warren Buffett’s newest letter to his shareholders.
Geoffrey G Parker’s book, Platform revolution – Read reviews of this book.

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Transcript

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0:00.0	We study billionaires and this is episode 130 of the Investors Podcast.
0:04.6	Broadcasting from Bel Air, Maryland.
0:07.9	This is the Investors Podcast.
0:11.8	They'll read the books and summarize the lessons.
0:16.0	They'll test the waters and tell you what it's called.
0:19.0	They'll give you actionable investing strategies.
0:22.3	Your host Preston Pish and Sting Broderson.
0:26.1	Hey, hey, hey, how's everybody doing out there?
0:31.0	This is Preston Pish, your host for the Investors Podcast and is usual company by my co-host
0:35.4	Sting Broderson, out in Seoul, South Korea.
0:38.6	And we have assembled the crew here, the mastermind group for the first quarter of 2017.
0:45.0	We have Colin Yablonsky with us.
0:46.9	He's up in Calgary, Canada.
0:48.2	He's a cold up there Colin.
0:50.2	How's your weather been?
0:51.2	We had a shinnok this week, so it wasn't too bad.
0:54.6	We got Toby Carlow, out in sunny California.
0:57.8	How are you doing, Toby?
0:58.8	I am doing well.
0:59.8	It's cold.
1:00.8	It's cold here.
1:01.8	I'm sure that 70 degree weather is just brutal.
	...

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