TIP341: Investing Mastermind Q1 2021 w/ Toby Carlisle, Wes Gray, and Jake Taylor

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

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 21 March 2021

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

For this week’s Mastermind discussion Stig has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They’re discussing why it’s too simplistic to argue that low-interest rates are pushing up stock prices and much more. IN THIS EPISODE, YOU'LL LEARN: How and why Cathie Wood and ARK ETFs are moving the stock market How to utilize 13 forms in your investment strategy How exposed should you be to equities in the current market conditions? Is the Schiller P/E valid as a measure of market valuation? Why it’s too simplistic to say that low-interest rates are good for stocks BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Tobias Carlisle’s podcast, The Acquirer's Podcast Tobias Carlisle’s Acquirer's Fund Tobias Carlisle’s book, The Acquirer's Multiple – read reviews of this book Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com Tweet directly to Tobias Carlisle Dr. Wesley Gray’s and Toby Carlisle's book: Quantitative Value – Read Reviews for this book Dr. Wesley Gray’s website: Alpha Architect Dr. Wesley Gray’s book: Quantitative Momentum – Read Reviews for this book Dr. Wesley Gray’s Twitter Check out the current Schiller P/E Jake Taylor’s company, Farnam Street Investments. Tweet directly to Jake Taylor. 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 GET IN TOUCH WITH TREY AND STIG Trey: Twitter | LinkedIn Stig: Twitter | LinkedIn HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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 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

Click on a timestamp to play from that location

0:00.0	You're listening to TI-P.
0:02.8	Starting this week, we're introducing a new mastermind group.
0:05.8	We call it investing mastermind.
0:07.5	At every quarter, I team up with Tobias Carlisle,
0:10.1	Wes Gray and Jake Taylor to talk about what we see in the financial markets right now.
0:15.0	Today, we're discussing how and why Cathie Wood and IETFs are moving their stock market.
0:19.5	We're talking about why it's too simplistic to say that low interest rates are good for stocks.
0:24.1	And we're also looking at whether or not the Sheila PE is a valid measure of the stock market.
0:29.6	We'll talk about that and much more.
0:31.7	You definitely don't want to miss out on this one.
0:37.7	You are listening to the Investors podcast.
0:40.7	Where we study the financial markets and read the books that influence self-made billionaires the most.
0:46.1	We keep you informed and prepared for the unexpected.
0:49.6	Welcome to the Investors podcast.
1:00.0	I'm your host, Dick Brodison and what a lineup that we have here today.
1:03.9	Toby Carlisle, Wes Gray and Jake Taylor are joining me for our investing mastermind group here in Q1.
1:10.2	It's always great to speak to you and even better to speak to all of you at the same time.
1:14.1	So welcome to the show, Jens.
1:16.1	Thanks for having us.
1:17.4	Hi, guys. Thanks, Dick.
1:19.4	So I'm sure the audience are really going to enjoy this conversation.
1:22.8	And what you guys see in the financial markets right now, Toby?
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Stig Brodersen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Stig Brodersen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.