TIP341: Investing Mastermind Q1 2021 w/ Toby Carlisle, Wes Gray, and Jake Taylor

We Study Billionaires - The Investor’s Podcast Network

Episode • Mar 21, 2021 • 59m

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.

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