TIP258: Current Market Conditions and Value Investing w/ Tobias Carlisle (Business Podcast)
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 1 September 2019
⏱️ 55 minutes
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| 0:00.0 | You're listening to TI P. |
| 0:30.0 | You're listening to TI P. |
| 1:00.0 | Hi everyone and welcome to the show. My name is Stig Broderson. As we said there in the |
| 1:08.6 | deduction, Preston couldn't be here today because he's away traveling. But guys, we have |
| 1:14.6 | Tobias Kylal, principal of a choir's fund here with us today. Tobias, welcome to the |
| 1:19.8 | show. |
| 1:20.8 | Hey, thanks so much for having me, Stig. I don't have that beautiful, malifluous voice |
| 1:24.4 | that Preston has, but I got a different accent. So this will be like a United Nations |
| 1:29.2 | convening of the Investors podcast. |
| 1:31.2 | I love that you said that. And Toby, today we're going to talk about the current malignant |
| 1:36.2 | conditions. And we're going to talk about which picks we can find that will perform well. |
| 1:41.4 | Before we dig into your pick, what are your general thoughts on the stock market right |
| 1:45.6 | now? |
| 1:46.6 | Well, we've had roughly 18 months, two years of sort of volatility and bumping sideways. |
| 1:52.6 | I think we're up a little bit over that period of time, but I share Preston's views and |
| 1:58.0 | possibly yours as well. I don't know if you've been quite as vocal as Preston has been |
| 2:02.4 | about the overvaluation, but I think that the market is very overvalued. You can take |
| 2:06.8 | any measure that you prefer to sort of look at that, but you know, anything like Tobin's |
| 2:10.7 | Q, which looks at the replacement value of assets over the market value of assets, which |
| 2:15.0 | is a measure of what's the market paying for the assets versus what does it cost an |
| 2:19.1 | entrepreneur to go and set those up on very long run measures. We can look at that metric |
| 2:23.4 | going back to the, I think, sort of the mid 1950s sort of time period or a little bit |
... |
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