TIP356: Investing Mastermind Q2 2021

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

Stig Brodersen

Education, Business, Investing

4.6 • 3.6K Ratings

🗓️ 27 June 2021

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

For this week’s Mastermind discussion, Stig Brodersen has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is how they can best help the TIP Community. IN THIS EPISODE, YOU'LL LEARN: (01:41) How to think about cycles in value investing (19:54) How to create your own free MBA (34:27) The tax advantages you get with ETF investing (43:52) Why Franklin Covey is vastly undervalued BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Millennial investing’s interview with Adam Mead Our interview with Morgan Housel about the Psychology of Money Franklin Covey’s investors' relations 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! 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! 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Transcript

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0:00.0	You're listening to TIP.
0:02.6	Once a quarter I sit down with my friends,
0:04.5	Toby, Jake, and Wes and talk about investing.
0:07.6	For today's episode, I asked the investing
0:09.9	Mass-Sprang Group how they think they can best add value to our listeners.
0:14.0	Toby wanted the audience to better understand value cycles.
0:17.7	Jake shared his thoughts on how to create your own free MBA,
0:21.6	and where she had his insights on how to optimize your taxes.
0:25.2	And me, I've invested in two stocks in 2021,
0:28.9	share to growth properties and frankly, Toby.
0:31.8	Today, I want to talk about Frank and Toby,
0:34.0	and why I think it's an asymmetric bet
0:36.3	with limited downside and a major upside potential.
0:39.6	So without further delay, here is our Q2 investing mastermind discussion.
0:48.4	You are listening to the Investors podcast.
0:51.2	Where we study the financial markets and read the books
0:54.0	that influence self-made billionaires the most.
0:56.7	We keep you informed and prepared for the unexpected.
1:08.8	Welcome to the Investors podcast.
1:10.4	I'm your host, Dick Broderson,
1:11.6	and it is time for the Q2 investing in mastermind meeting.
1:15.4	And as you guys know, we have two different groups.
	...

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