TIP512: Top Takeaways from 2022 w/ Trey Lockerbie

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

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 6 January 2023

⏱️ 77 minutes

🔗️ Recording | iTunes | RSS

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Summary

IN THIS EPISODE, YOU'LL LEARN: 03:54 - How today’s inflation compares to 1970 with Jeremy Grantham. 07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple. 13:17 - How energy impacts inflation with Josh Young. 31:55 - Why investors should consider microcaps with Ian Cassell. 38:40 - The vindication of the dollar milkshake theory with Brent Johnson. 47:15 - Market indicators from Dan Rasmussen, Joe Brown, and a lot more. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Trey Lockerbie's Twitter. Related Episode: The Top of the Cycle w/ Jeremy Grantham– TIP371. Related Episode: The Dollar Milkshake Theory Update w/ Brent Johnson - TIP397. Related Episode: Expectations Investing w/ Michael Mauboussin – TIP421. Related Episode: What Is Happening With Oil? w/ Josh Young - TIP429. Related Episode: Indicators for Crisis Investing w/ Dan Rasmussen - TIP455. Related Episode: Why Microcaps Have the Best YTD Performance w/ Ian Cassel - TIP480. Related Episode: Market Indicators, Cbdc’s and Real Estate w/ Joe Brown - TIP507. 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: Bluehost Fintool PrizePicks Vanta Onramp SimpleMining Fundrise TurboTax 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI-P.
0:02.9	In this episode, I discuss my top takeaways from some of my conversations from 2022.
0:07.9	I'll be sharing sound bites from the interviews to allow the guests to showcase their perspectives
0:12.2	in their own words.
0:13.6	While there's no way I could possibly distill everything I learned across 59 episodes
0:17.8	or 60 plus hours of interviews I conducted this year, I tried to capture the ones that
0:22.2	really changed the trajectory of my thinking or investing style.
0:26.3	In this episode, you will learn how today's inflation compares to 1970 with Jeremy
0:30.8	Grantham.
0:31.6	While Michael Mobison says you have to earn the right to use evaluation multiple, how
0:35.8	energy impacts inflation with Josh Young, why investors should consider microcaps with
0:40.6	Ian Castle, the vindication of the dollar milkshake theory with Brent Johnson, market
0:45.6	indicators from Dan Rasmussen, Joe Brown and others, and a whole lot more.
0:50.2	It's been another incredible year of insights from some of the top investors in the world.
0:54.6	I'm incredibly honored and privileged to have had the opportunity to speak to these
0:58.1	titans of industry, and I'm even more humbled that you join me on the journey.
1:02.1	My hope is that you got as much out of it as I did, so without further delay, here are
1:06.1	my top takeaways from 2022.
1:09.1	You are listening to THE Investors Podcast.
1:15.4	Where we study the financial markets and read the books that influence self-made billionaires
1:19.7	the most.
1:20.7	We keep you informed and prepared for the unexpected.
	...

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