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    Explore "marketvaluations" with insightful episodes like and "TIP382: Investing Mastermind Q3 2021" from podcasts like " and "We Study Billionaires - The Investor’s Podcast Network"" and more!

    Episodes (1)

    TIP382: Investing Mastermind Q3 2021

    TIP382: Investing Mastermind Q3 2021
    For this week's Mastermind discussion, Stig has invited Tobias Carlisle from Acquirers Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is the holy grail of investing.   IN THIS EPISODE, YOU’LL LEARN: (00:01:16) What is the holy grail of investing?. (00:06:37) Can you be diversified if you are only invested in equities?. (00:08:56) Which strategies and asset classes should you follow to diversify your revenue streams. (00:14:04) How to think about inflation and holding cash in your portfolio. (00:18:39) Whether you should invest in a trend-following strategy. (00:32:33) Why managed future exposure show is significant in your portfolio.  (00:39:22) Is the rise of passive investing good for the active investor?. (00:45:25) Is Robinhood good or bad for the investor?. (00:53:45) What is the best and worst thing that has happened for ETF investors?. (00:56:42) How a mutual fund that returned 18% annually, in reality, turned into an 11% negative return. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. The article that Wes Gray referred to, Trend Following and the Epidemy of no Pain no Gain.  Tobias Carlisle's podcast, The Acquirers Podcast. Tobias Carlisle's Acquirers Fund. Tobias Carlisle's ETF, ZIG. Tobias Carlisle's ETF, Deep. Tobias Carlisle's book, The Acquirer's Multiple – Read Reviews for this book. Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com.  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. Jake Taylor's company, Farnam Street Investments.  Related episode - Q2 2021 Investing Mastermind episode.  SPONSORS Support our free podcast by supporting our sponsors: River Toyota Linkedin Marketing Solutions Fidelity Efani Shopify NDTCO Fundrise Wise NetSuite TurboTax Vacasa NerdWallet Babbel Learn more about your ad choices. Visit megaphone.fm/adchoices