TIP188: Mastermind Discussion 2nd Q 2018 w/ Jesse Felder & Tobias Carlisle (Business Podcast)

On today’s show, we have assembled our mastermind group for the 2nd quarter of 2018. Some of the major market themes we have seen since the start of the year is a substantial sell off in short and mid-term duration government bonds, with the 10 year treasury briefly hitting over 3%. Since global equity markets hit a high on 25 January 2018, they have struggled to sustain that level, at the end of April 2018, the market is still down -6% since those highs. Many are attributing the slow-down in equity growth to the inflationary impacts that are starting to be seen throughout the economy. Although these are the narratives, it’ll be interesting to see what the members of the group have to say and more importantly how they structure their picks around this environment. The members participating in today’s show is Jesse Felder (a former headgefund manager of over a billion dollar fund), Tobias Carlisle (from Carbon Beach Asset Management and the best selling author of Deep Value and the Acquires Multiple), and Stig and myself.  Be sure to check these out: Download your free audio book at Audible Get a free share of stock and free trades at Robinhood Find the best job candidate at Ziprecruiter Know when to buy and sell based on statistics and momentum w/ TradeStops In this episode, you'll learn: ·     The group’s intrinsic value assessment of $AGX, $NLY, and $UTHR ·     The relationship between real and financial assets, and why now could be highly profitable ·     How to understand insider trading by the company’s management ·     Why fundamentals and price action signal an upcoming bull market for silver and gold 

Om Podcasten

We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market. We Study Billionaires is the largest stock investing podcast show in the world with 150,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve. This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life. And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.