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Dec 2022
1h 6m

TIP 504: Opportunities in Energy, Metals...

The Investor's Podcast Network
About this episode

IN THIS EPISODE, YOU’LL LEARN:

  • 01:34 - How to apply probabilistic thinking when approaching investing.
  • 14:26 - Will’s structure for the “perfect portfolio”.
  • 32:29 - Why Uranium hasn’t performed as most hoped for in 2022.
  • 40:11 - How the sustainable energy supply chain is struggling to achieve healthy margins.
  • 54:58 - Assessing different types of risk including political risk.
  • 1:00:04 - The stock pick that got Will accepted into the prestigious Value Investors Club (founded by Joel Greenblatt) and what stock he would pitch today.
  • And much, much more!


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


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