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TIP341: Investing Mastermind Q1 2021 w/ Toby Carlisle, Wes Gray, and Jake Taylor
Manage episode 287910385 series 1394353
For this week’s Mastermind discussion Stig has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They’re discussing why it’s too simplistic to argue that low-interest rates are pushing up stock prices and much more.
IN THIS EPISODE, YOU'LL LEARN:
- How and why Cathie Wood and ARK ETFs are moving the stock market
- How to utilize 13 forms in your investment strategy
- How exposed should you be to equities in the current market conditions?
- Is the Schiller P/E valid as a measure of market valuation?
- Why it’s too simplistic to say that low-interest rates are good for stocks
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Tobias Carlisle’s podcast, The Acquirer's Podcast
- Tobias Carlisle’s Acquirer's Fund
- Tobias Carlisle’s book, The Acquirer's Multiple – read reviews of this book
- Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com
- Tweet directly to Tobias Carlisle
- Dr. Wesley Gray’s and Toby Carlisle's book: Quantitative Value – Read Reviews for this book
- Dr. Wesley Gray’s website: Alpha Architect
- Dr. Wesley Gray’s book: Quantitative Momentum – Read Reviews for this book
- Dr. Wesley Gray’s Twitter
- Check out the current Schiller P/E
- Jake Taylor’s company, Farnam Street Investments.
- Tweet directly to Jake Taylor.
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:
- River
- Toyota
- Meyka
- AT&T
- Vacasa
- Fidelity
- Monarch Money
- Yahoo! Finance
- Long Angle
- Public
- USPS
- American Express
- Shopify
GET IN TOUCH WITH TREY AND STIG
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
883 つのエピソード
Manage episode 287910385 series 1394353
For this week’s Mastermind discussion Stig has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They’re discussing why it’s too simplistic to argue that low-interest rates are pushing up stock prices and much more.
IN THIS EPISODE, YOU'LL LEARN:
- How and why Cathie Wood and ARK ETFs are moving the stock market
- How to utilize 13 forms in your investment strategy
- How exposed should you be to equities in the current market conditions?
- Is the Schiller P/E valid as a measure of market valuation?
- Why it’s too simplistic to say that low-interest rates are good for stocks
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Tobias Carlisle’s podcast, The Acquirer's Podcast
- Tobias Carlisle’s Acquirer's Fund
- Tobias Carlisle’s book, The Acquirer's Multiple – read reviews of this book
- Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com
- Tweet directly to Tobias Carlisle
- Dr. Wesley Gray’s and Toby Carlisle's book: Quantitative Value – Read Reviews for this book
- Dr. Wesley Gray’s website: Alpha Architect
- Dr. Wesley Gray’s book: Quantitative Momentum – Read Reviews for this book
- Dr. Wesley Gray’s Twitter
- Check out the current Schiller P/E
- Jake Taylor’s company, Farnam Street Investments.
- Tweet directly to Jake Taylor.
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:
- River
- Toyota
- Meyka
- AT&T
- Vacasa
- Fidelity
- Monarch Money
- Yahoo! Finance
- Long Angle
- Public
- USPS
- American Express
- Shopify
GET IN TOUCH WITH TREY AND STIG
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
883 つのエピソード
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