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We Study Billionaires - The Investor’s Podcast Network

TIP177: Mastermind Discussion 1Q 2018 (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 11 February 2018

⏱️ 71 minutes

🧾️ Download transcript

Summary

Before the recent 10% correction, we saw more call options compared to put options by 2 standard deviations. We also saw the price at 3 standard deviations above the 200 Day Moving Average (DMA). On top of that, the Stock market is currently priced at levels only seen in 1929 and 2000. 

With that said, we have assembled the Mastermind Group to talk about any opportunities that still might exist in the market that could out-perform the S&P 500 index.  For Toby, Hari, and Stig, they talked about individual companies. Preston, on the other hand, talked about the first deep learning, artificial intelligence ETF that’s completely autonomous in its stock selections. 


In this episode, you'll learn:

·     If the mastermind group likes two of Billionaire David Einhorn’s favorite stock picks 

·     The risks and rewards from investing in cyclical stock picks

·     How to invest in private companies in India

·     About an Artificial Intelligence ETF

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Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TI-P.

0:02.4

So after the first month in 2018, the market sure looked like it was unstoppable and the

0:08.2

price was going parabolic.

0:10.2

And before we saw this 10% correction, we saw more call options compared to puts by two

0:15.6

standard deviations.

0:17.6

In addition to that, we saw the price at three standard deviations above the 200 day

0:22.2

moving average.

0:23.6

To put things simply, the stock market hasn't been priced at the levels we're seeing

0:27.7

it today since 1929 and the year 2000.

0:31.8

So with all of that said, we've assembled a mastermind group to talk about any opportunities

0:37.0

it still might exist in the market that could potentially outperform the S&P 500 index.

0:42.7

So on today's show, Toby Harianstig, they talk about individual companies, but my selection

0:48.4

was a little bit different than theirs.

0:50.0

Instead, I talked about the first deep learning, artificial intelligence ETF that's completely

0:55.6

autonomous in its stock selection that was just recently rolled out in the last two months.

1:00.5

So hopefully some of our ideas on our conversations help you think through the picks in your own

1:04.4

portfolio and help you navigate the interesting times that we're currently seeing in the

1:08.6

markets.

1:09.6

So if you're ready, let's go ahead and get started.

1:15.4

You are listening to the Investors Podcast where we study the financial markets and read

1:20.4

the books that influence self-made billionaires the most.

1:23.6

We keep you informed and prepared for the unexpected.

...

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