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

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By Stig Brodersen and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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

GET IN TOUCH WITH TREY AND STIG

386 episodes