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We Study Billionaires - The Investor’s Podcast Network

TIP402: Investing Mastermind Q4 2021

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 5 December 2021

⏱️ 60 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN:

  • 01:10 - How to think about ESG when you invest. 
  • 07:46 - Why ESG is lowering the cost of capital.
  • 20:23 - Which data from international markets do investors need to invest away from the US
  • 21:10 - How did the US go from owning more of the world to the world owning more of the US? 
  • 28:29 - Which timeless principles do we have in investing? 
  • 37:26 - How can you still be a value investor when the strategy is not working short term? 
  • 45:24 - Is there any secular trends to look out for in the decade to come
  • 48:16 - How do you find a good benchmark for your portfolio? 
  • 54:14 - Why John Husmann estimates the expected return for S&P500 is negative


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Listen to the most recent Q3 2021 Investing Mastermind episode.
  • Listen to the most recent Q2 2021 Investing Mastermind episode.
  • Tobias Carlisle's podcast, The Acquires Podcast.
  • Tobias Carlisle's Acquirers Fund.
  • 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
  • Tweet directly to Tobias Carlisle.
  • Dr. Wesley Gray's and Toby Carlisle's book: Quantitative Valueread 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.
  • Jake Taylor's company, Farnam Street Investments
  • Claim Jake Taylor's offer for listeners of The Investor's Podcast
  • Tweet directly to Jake Taylor.
  • If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs.
  • Get in early on medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today.
  • Get $50 off your Drinkworks Home Bar by Keurig this holiday season. Now through December 5, save $50 on the Home Bar at Drinkworks.com.
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  • Invest in the $1.7 trillion art market with Masterworks.io. Use promo code WSB to skip the waitlist.
  • Join award-winning British journalist Georgie Frost as he interviews the leading thinkers and doers at BCG on the trends, developments, and ideas that will shape and disrupt the future! Listen to brand new episodes of The So What from BCG on Apple Podcasts, Spotify, Stitcher or wherever you get your podcasts.
  • You can get a complete home security system starting at just over $100. There are no long-term contracts or commitments. It’s a really easy way to start feeling a bit more peace of mind. Get 50% off your next order at SimpliSafe.com/TIP.
  • Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.
  • Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.
  • Impress your audience and yourself. Enjoy presentations for free with Canva.
  • Remove uncertainty from your portfolio and receive a steady flow of cash all year round with Farmfolio.
  • Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today.
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  • It’s the holidays and you deserve a gift that keeps on giving you joy and comfort every day, all year long - X-Chair! Save $100 off your X-Chair just by purchasing it now.
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  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


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Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TI-P.

0:02.6

Dear listener, it's time.

0:04.8

Today I present to you the quarterly investing

0:07.5

mastermind meeting.

0:08.5

I love these discussions with the best in the business.

0:11.3

Tobias Carlyle, Wes Gray, and Jake Taylor.

0:14.3

Today we will be discussing ESG investing,

0:16.6

investing in national markets, and how we as investors

0:19.6

should think about benchmarking our performance.

0:21.8

And much, much more.

0:23.2

I hope you enjoy the discussion as much as I did.

0:25.9

Here is the 2021 Q4 mastermind meeting.

0:29.9

You are listening to the Investors podcast.

0:36.1

Where we study the financial markets and read the books

0:38.8

that influence self-made billionaires the most.

0:41.5

We keep you informed and prepared for the unexpected.

0:44.7

Welcome to the Investors podcast.

0:55.5

I'm your host, Dick Brodison.

0:56.9

And today we lined up the A-Team for you, ladies and gents.

1:01.4

I'm here with the Tobias Carlyle, Jake Taylor, and Wes Gray.

1:04.6

Welcome back on the show.

1:06.2

Hey, Dick, what's up?

...

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