TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra

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

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 7 February 2021

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

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Summary

In today's episode, Preston and Stig speak to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q1 2021. Together, they sit down and talk about where they see value in the financial markets. They try and shoot holes in each other's stock picks and help each other as much as possible. It's a fun conversation that shows how they currently think about investing in these extraordinary times. IN THIS EPISODE, YOU'LL LEARN: Whether equities can be a temporary placeholder for cash How to invest long/short in value stocks Which return can you expect if you invest in Brookfield Asset Management? Why ARK Fintech Innovation is still a buy despite a more year return above 100% BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Mastermind Discussion Q4 2020. Preston and Stig’s interview with Jeff Booth about his book, The Price of Tomorrow. Our interview with Cathie Wood. Ray Dalio’s argument of why stocks could be trading at 50x earnings. Wes Gray’s research on momentum and value performance. Preston and Stig’s tool for stock selection and determining the correlation of all US stocks and ETFs, TIP Finance. Preston and Stig’s FREE resource, Intrinsic Value Index. Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments. Tobias Carlisle’s podcast, The Acquirers Podcast. Tobias Carlisle’s ETF, ZIG. Tobias Carlisle’s ETF, Deep. Tobias Carlisle’s book, The Acquirer's Multiple – read reviews of this book. Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com. Hari’s Blog: BitsBusiness.com Hari: Twitter Tobias: Twitter Stig: Twitter | LinkedIn Preston: Twitter | LinkedIn 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! What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. 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Transcript

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0:00.0	You're listening to TI-P.
0:31.0	You're listening to the Investors Podcast.
0:34.0	Where we study the financial markets
0:36.0	and read the books that influence self-made billionaires the most.
0:39.0	We keep you informed and prepared for the unexpected.
0:51.0	Hey everyone, welcome to the Investors Podcast
0:54.0	and we've got the Mastermind Group here, fellas. Welcome back to the show.
0:58.0	How are you? Good to see you again. Good to see you guys.
1:01.0	Great to see you guys. I always love doing these.
1:04.0	We've already hashed this out ahead of time. Stig's going to go first.
1:08.0	So Stig, fire away.
1:10.0	Looking back here in 2020, despite the pandemic,
1:13.0	the Dow Jones industrial average did 9.7%.
1:17.0	And this would be 500 did 18.4%.
1:22.0	And then NASDAQ did 45%.
1:24.0	And you would think of all years, you know, this stock market definitely wouldn't soar.
1:30.0	So I've been thinking a lot about it, you know, using my typical models
1:33.0	and just seeing pick after pick that's just seemed so expensive.
1:37.0	And then I read through the Ask Me Anything that Redalue did on Reddit.
1:42.0	And he talked about, you know, how these current interest rate levels.
1:46.0	And he said, if we assume that to continue,
1:48.0	there would be no reason why stocks wouldn't be trading at 50 times earnings.
	...

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