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.

BOOKS AND RESOURCES

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Related Episode: The Top of the Cycle w/ Jeremy Grantham– TIP371.

Related Episode: The Dollar Milkshake Theory Update w/ Brent Johnson - TIP397.

Related Episode: Expectations Investing w/ Michael Mauboussin – TIP421.

Related Episode: What Is Happening With Oil? w/ Josh Young - TIP429.

Related Episode: Indicators for Crisis Investing w/ Dan Rasmussen - TIP455.

Related Episode: Why Microcaps Have the Best YTD Performance w/ Ian Cassel - TIP480.

Related Episode: Market Indicators, Cbdc’s and Real Estate w/ Joe Brown - TIP507.


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Trey discusses his top takeaways from some of his conversations from 2022. He’ll also be sharing soundbites from the interviews to allow the guest to showcase their perspectives in their own words.

TIP512: Top Takeaways from 2022 w/ Trey Lockerbie