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Contenuto fornito da Stig Brodersen and The Investor's Podcast Network. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Stig Brodersen and The Investor's Podcast Network o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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TIP402: Investing Mastermind Q4 2021

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Contenuto fornito da Stig Brodersen and The Investor's Podcast Network. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Stig Brodersen and The Investor's Podcast Network o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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:

  • 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

SPONSORS

Support our free podcast by supporting our sponsors:

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

  continue reading

871 episodi

Artwork
iconCondividi
 
Manage episode 310595046 series 1394353
Contenuto fornito da Stig Brodersen and The Investor's Podcast Network. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Stig Brodersen and The Investor's Podcast Network o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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:

  • 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

SPONSORS

Support our free podcast by supporting our sponsors:

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

  continue reading

871 episodi

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