TIP304: Current Market Conditions w/ Preston and Stig (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Investing, Education, Business

4.6 • 3.6K Ratings

🗓️ 5 July 2020

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

Stig and Preston talk about the current market conditions and what kind of investments they think will perform in such a challenging environment. They talk about two different specific stock picks that have good valuations and good momentum characteristics. IN THIS EPISODE YOU’LL LEARN: How Preston and Stig’s valuation process has changed since they started We Study Billionaires in 2014. How moats in the 21st century are different than in the 20th century. Why a gold standard is inflationary. How to invest in without sound money. Ask The Investors: How do you validate and find unbiased information? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Subscribe to our newsletters about the current market conditions. Preston and Stig’s interview with Lyn Alden about investing in chaotic times. Preston and Stig’s interview with Jeff Booth about inflationary and deflationary forces. Preston and Stig’s interview with Bill Nygren about Bank of America. 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 AnchorWatch Cape Intuit Shopify Vanta reMarkable Abundant Mines 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

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0:00.0	You're listening to TI-P.
0:03.0	On today's show, Stig and I talk about the current market conditions and what kind of investments
0:07.2	we think will perform in such a challenging environment.
0:10.2	We also talk about two different specific stock picks that have good valuations and also
0:14.8	good momentum characteristics.
0:16.9	And then we feel to question from the audience about handling confirmation bias.
0:20.9	So without further delay, here's our review of the current market conditions for July of
0:25.2	2020.
0:29.5	You are listening to the Investors podcast where we study the financial markets and read
0:34.6	the books that influence self-made billionaires the most.
0:37.8	We keep you informed and prepared for the unexpected.
0:40.8	Hey everyone, welcome to the Investors podcast.
0:52.2	I'm your host Preston Pishin.
0:53.5	As always, I'm a company by my co-host, Stig Broderson.
0:56.8	And we're talking current market conditions.
0:59.0	So Stig, you want to first start off this conversation by talking about the valuation process
1:05.2	that we personally have used for years, how it's evolved, has it evolved, and just kind
1:11.5	of talk hard to hard on how we're seeing things these days.
1:15.4	So I'm going to throw it over to you to start us off.
1:18.7	I've gotten a lot of emails and questions here lately about actually a lot of them about
1:24.4	you, Preston.
1:25.4	I don't know why they're still there to me.
	...

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