TIP413: The "Buy" List for 2022 w/ Eddy Elfenbein
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 14 January 2022
⏱️ 53 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're listening to TIP. |
| 0:02.4 | On today's episode, I sit down with Eddie Elfenbine. |
| 0:05.5 | Eddie is the founder of Crossing Wall Street, which is a financial blog that's been running for 17 years. |
| 0:11.6 | He's also the portfolio manager of an ETF based on his quote-unquote buy list |
| 0:16.1 | that he releases once per year. Interestingly enough, the list holds 25 stocks and is only |
| 0:21.4 | rebalanced or changed at the end of the year. The buy list has beaten the S&P 500 by 61% |
| 0:28.5 | since inception. In this episode, we discuss what's on the buy list for 2022, |
| 0:33.9 | what it takes to qualify to make it onto the list, how Eddie thinks through selling and |
| 0:38.6 | rebalancing the portfolio. Individual companies that stood out to me on the list and also Eddie's |
| 0:44.1 | top pick, Eddie's thoughts on the recent jobs numbers, fed announcements, and the markets today, |
| 0:49.8 | and much, much more. I found Eddie's approach and more importantly, conviction, |
| 0:54.2 | simply fascinating and I thoroughly enjoyed the discussion. With that, please enjoy this conversation |
| 0:59.4 | with Eddie Elfenbine. You are listening to the Investors podcast, where we study the financial |
| 1:08.8 | markets and read the books that influence self-made billionaires the most. We keep you informed and |
| 1:14.1 | prepared for the unexpected. Welcome to the Investors podcast. I'm your host, |
| 1:27.2 | Tray Lockerby, and today I am very pleased to have with me Eddie Elfenbine. Welcome to the show. |
| 1:33.2 | Thanks for having me. I've really been enjoying following you on Twitter initially and now we've |
| 1:39.3 | gotten to know each other a little bit and you have such an interesting story that I thought it would |
| 1:43.6 | be great to explore it here on the show, which is you essentially started out blogging about the |
| 1:47.9 | markets. That was a little while ago when you've now parlayed that into managing a fund at an ETF |
| 1:53.6 | and creating this list that's very widely followed. I want to understand what you were doing when |
| 1:59.8 | you started the blog and how it has grown from there. I started the blog in about 2005 and that |
... |
Please login to see the full transcript.
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.
Copyright © Tapesearch 2026.