IN THIS EPISODE, YOU’LL LEARN:
- 01:10 - How to think about ESG when you invest.
- 07:46 - Why ESG is lowering the cost of capital.
- 20:23 - Which data from international markets do investors need to invest away from the US
- 21:10 - How did the US go from owning more of the world to the world owning more of the US?
- 28:29 - Which timeless principles do we have in investing?
- 37:26 - How can you still be a value investor when the strategy is not working short term?
- 45:24 - Is there any secular trends to look out for in the decade to come
- 48:16 - How do you find a good benchmark for your portfolio?
- 54:14 - Why John Husmann estimates the expected return for S&P500 is negative
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Listen to the most recent Q3 2021 Investing Mastermind episode.
- Listen to the most recent Q2 2021 Investing Mastermind episode.
- Tobias Carlisle's podcast, The Acquires 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 of this book!
- Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com
- Tweet directly to Tobias Carlisle.
- 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!
- Dr. Wesley Gray's Twitter.
- Jake Taylor's company, Farnam Street Investments.
- Claim Jake Taylor's offer for listeners of The Investor's Podcast.
- Tweet directly to Jake Taylor.
- If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs.
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- Join award-winning British journalist Georgie Frost as he interviews the leading thinkers and doers at BCG on the trends, developments, and ideas that will shape and disrupt the future! Listen to brand new episodes of The So What from BCG on Apple Podcasts, Spotify, Stitcher or wherever you get your podcasts.
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- Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.
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- Browse through all our episodes (complete with transcripts) here.
- Support our free podcast by supporting our sponsors.
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