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. 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 . BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Jesse Felder’s new podcast. Jesse Felder’s Blog, The Felder Report. Tobias Carlisle’s Blog: GreenBackd.com. Tobias Carlisle’s Acquirer’s Multiple Webpage: AcquirersMultiple.com. Tobias Carlisle’s book, Deep Value – Read reviews of this book. Stig’s Stock analysis of UTHR on the intrinsic value index. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Shopify Netsuite Vanta Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm