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Jan 2023
1h 12m

TIP512: Top Takeaways from 2022 w/ Trey ...

The Investor's Podcast Network
About this episode

IN THIS EPISODE, YOU'LL LEARN:

  • 03:54 - How today’s inflation compares to 1970 with Jeremy Grantham.
  • 07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple.
  • 13:17 - How energy impacts inflation with Josh Young.
  • 31:55 - Why investors should consider microcaps with Ian Cassell.
  • 38:40 - The vindication of the dollar milkshake theory with Brent Johnson.
  • 47:15 - Market indicators from Dan Rasmussen, Joe Brown, and a lot more.


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


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