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Investing Mastermind Q4 2021 w/ Tobias Carlisle, Jake Taylor, and Wes Gray (TIP402)

The Investor's Podcast Network
142K subscribers
2.7K views 3 years ago ๐Ÿ’ฐ We Study Billionaires ๐Ÿฅ‡
For this week's Mastermind discussion, Stig has invited Tobias Carlisle from Acquires Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The week's topic is ESG investing, value in the international market, benchmarking your performance, and much more. IN THIS EPISODE, YOU'LL LEARN: 0:00:00 - Intro 0:00:32 - How to Think About ESG When You Invest 0:07:54 - Why ESG Is Lowering the Cost of Capital 0:19:54 - Which Data From International Markets Do Investors Need to Invest Away From the US 0:21:47 - How Did the US Go From Owning More of the World to the World Owning More of the US? 0:30:12 - Which Timeless Principles Do We Have In Investing? 0:37:48 - How Can You Still Be a Value Investor When the Strategy Is Not Working Short Term? 0:47:47 - Is There Any Secular Trends to Look Out for in the Decade to Come 0:52:54 - How Do You Find a Good Benchmark for Your Portfolio? 1:01:34 - Why John Husmann Estimate โ€ฆ...more
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Intro

0:00

How to Think About ESG When You Invest

0:32

Why ESG Is Lowering the Cost of Capital

7:54

Which Data From International Markets Do Investors Need to Invest Away From the US

19:54

How Did the US Go From Owning More of the World to the World Owning More of the US?

21:47

Which Timeless Principles Do We Have In Investing?

30:12

How Can You Still Be a Value Investor When the Strategy Is Not Working Short Term?

37:48

Is There Any Secular Trends to Look Out for in the Decade to Come

47:47

How Do You Find a Good Benchmark for Your Portfolio?

52:54

Why John Husmann Estimates the Expected Return for S&P500 Is Negative

1:01:34
Investing Mastermind Q4 2021 w/ Tobias Carlisle, Jake Taylor, and Wes Gray (TIP402)
60Likes
2,717Views
2021Dec 5
For this week's Mastermind discussion, Stig has invited Tobias Carlisle from Acquires Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The week's topic is ESG investing, value in the international market, benchmarking your performance, and much more. IN THIS EPISODE, YOU'LL LEARN: 0:00:00 - Intro 0:00:32 - How to Think About ESG When You Invest 0:07:54 - Why ESG Is Lowering the Cost of Capital 0:19:54 - Which Data From International Markets Do Investors Need to Invest Away From the US 0:21:47 - How Did the US Go From Owning More of the World to the World Owning More of the US? 0:30:12 - Which Timeless Principles Do We Have In Investing? 0:37:48 - How Can You Still Be a Value Investor When the Strategy Is Not Working Short Term? 0:47:47 - Is There Any Secular Trends to Look Out for in the Decade to Come 0:52:54 - How Do You Find a Good Benchmark for Your Portfolio? 1:01:34 - Why John Husmann Estimates the Expected Return for S&P500 Is Negative โœ”๏ธ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/show/28RHOkX... ๐Ÿ–Š๏ธ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/e... ๐Ÿ“– BOOK MENTIONED: Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! ๐Ÿ˜ โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค LISTEN ๐ŸŽง TO OTHER SHOWS FROM OUR NETWORK: โ‚ฟ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show:    โ€ข โšก๏ธ Bitcoin Fundamentals ๐Ÿ”‘   ๐Ÿ˜ Learn the ins and outs of real estate investing with our Real Estate 101 podcast show:    โ€ข ๐Ÿ  Real Estate 101 ๐Ÿ’ต   ๐Ÿ’ธGet introduced to the world of investing with our Millennial Investing podcast show:    โ€ข ๐Ÿ’ธ Millennial Investing ๐ŸŽฏ   โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค FOLLOW US ON SOCIAL MEDIA๐Ÿ“ฑ: ๐Ÿ’ป Facebook:   / theinvestorspodcast   ๐Ÿ‘” Linkedin:   / the-investor's-podcast   ๐ŸฆTwitter: https://twitter.com/tip_network?lang=en โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/f... Have a question? Get your voice heard on the show: https://www.theinvestorspodcast.com/y... โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investorโ€™s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
๐Ÿ’ฐ We Study Billionaires ๐Ÿฅ‡
The Investor's Podcast Network

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The Investor's Podcast Network

142K subscribers