Insights from Jeremy Grantham, Michael Mauboussin, Josh Young, and more! | 2022 Takeaways (TIP512)
发布时间 2023-01-06 07:45:02 来源
摘要
In this episode, I discuss my top takeaways from some of my conversations from 2022. I’ll be sharing soundbites from the interviews to allow the guest to showcase their perspectives in their own words. While there is no way I could possibly distill everything I learned across the 59 episodes or 60+ hours of interviews I conducted this year, I tried to capture the ones that really changed the trajectory of my thinking or investing style.
2022 was another incredible year of insights from some of the top investors in the world. I’m incredibly honored and privileged to have the opportunity to speak to these titans of industry and I’m even more humbled that you joined me on the journey. I hope you got as much out of it as I did, so without further delay, here are my top takeaways from 2022.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:03:49 - How today’s inflation compares to 1970 with Jeremy Grantham
00:07:48 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple
00:13:14 - How energy impacts inflation with Josh Young
00:27:51 - Why investors should consider microcaps with Ian Cassell
00:34:36 - The vindication of the dollar milkshake theory with Brent Johnson
00:43:12 - Market indicators from Dan Rasmussen, Joe Brown
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🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/top-takeaways-from-2022-w-trey-lockerbie/
💡 OTHER RESOURCES
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ABOUT OUR SHOW 🎙
On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.
🌍 Website: https://www.theinvestorspodcast.com/we-study-billionaires/
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OUR FREE INVESTING COURSES/RESOURCES:
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🔥 If that is not enough: https://www.theinvestorspodcast.com/tip-academy/
MY FAVORITE STOCK INVESTING TOOLS:
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☑️Complete list of tools I find most valuable: https://www.theinvestorspodcast.com/stock-investing-tools/
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WHO I AM:
I’m Trey Lockerbie and host of We Study Billionaires🎙. I used to study options trading but pivoted to value investing 💵 after a life-altering dinner with Warren Buffet. Back in the day I was traveling around the world as a musician, but I’ve now settled in Los Angeles with my wife and two children. Together with my wife I started Better Booch 🥃 - a nationally distributed Kombucha company.
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GET IN TOUCH WITH ME 💬:
I’d love to hear from you! Send me a tweet 🐦 directly at https://twitter.com/TreyLockerbie if you’d like to have a quick exchange of thoughts!
P.S. We’ve been receiving overwhelming messages of support and we can’t thank you enough! 🙏🏼 We try our best to respond to each and everyone. Please bear with us! 😅🙏🏼
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❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
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