We Study Billionaires - The Investor’s Podcast Network
Business:Investing
Kyle talks to Lauren Templeton about the many investing and life lessons she learned from investing legend Sir John Templeton, how she sets up her daily life to stay disciplined and avoid biases, how to utilize the scientific method for investing purposes, how we can use lessons from history to improve our decision making today, the importance of utilizing multiple evaluation tools to find great investments, sectors that are facing maximal pessimism today that might be the winners of tomorrow, and much, much more!
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
05:56 - Why we should combat “home bias”.
05:56 - Why high savings rates are so important for new opportunities.
05:56 - How savings rates have changed with the times.
05:56 - The hurdles you need to overcome for investing in Japan.
12:06 - The importance of looking at unpopular sectors.
12:24 - What Sir John Templeton thought about quality.
12:24 - Why maximum optimism is a risky place to deploy capital.
12:24 - How Sir John Templeton offset value traps using his strategy.
12:24 - Why you should use multiple evaluation tools in your analysis.
17:38 - How Lauren created her life to stay disciplined.
17:38 - The strengths of lowering how reactive you are.
17:38 - The importance of living a disciplined lifestyle to improve yourself.
21:18 - How to utilize the scientific method in investing.
27:01 - How Lauren has decreased the effects of FOMO.
27:01 - The importance of removing yourself from the crowd.
29:54 - How Lauren has used inversion to help her investing strategy.
34:22 - Why you should look at sectors with bad outlooks.
34:22 - How Lauren fights confirmation bias.
43:10 - How Lauren’s investing strategy has altered given the current macro backdrop.
47:07 - The importance of alignment between your daily life and investing philosophy.
47:07 - How Sir John Templeton tinkered with his portfolio while staying true to his core philosophy.
49:11 - Why you should understand maximum pessimism and how it creates opportunities.
49:11 - The historical returns in small caps after having the valuation gap we are seeing today.
49:11 - Why Lauren thinks China is showing maximum pessimism based on her observations at ValueX.
49:11 - Why Lauren sees an opportunity in small caps right now.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
TIP630: The Wealthy Gardener w/ Kyle Grieve
TIP629: Berkshire Hathaway Annual Shareholder's Meeting 2024 w/ Clay Finck and Kyle Grieve
BTC181: The US's Economic Hitman w/ John Perkins
TIP628: The Inner Scorecard w/ Mohnish Pabrai
TIP627: Best Quality Idea Q2 2024 w/ Clay Finck & Kyle Grieve
BTC180: The Current Challenges Bitcoin Faces w/ Max Hillebrand (Bitcoin Podcast)
RWH044: How To Beat The Market w/ Bryan Lawrence
TIP626: Intelligent & Rational Long-Term Investing w/ François Rochon
BTC179: The Business of Football and Bitcoin w/ Peter McCormack (Bitcoin Podcast)
TIP625: Berkshire Hathaway w/ Chris Bloomstran
TIP624: Studying Financial History w/ Clay Finck
BTC178: Auditing Elections with Bitcoin w/ Carlos Toriello (Bitcoin Podcast)
TIP623: The Art Of Decision Making w/ Annie Duke
TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik
BTC177: The Future of Bitcoin Borrowing and Lending w/ Max Kei (Bitcoin Podcast)
TIP621: Warren Buffett’s Wisdom: The Power Of Corporate Governance with Lawrence Cunningham
TIP620: The Intelligent Investor by Benjamin Graham
BTC176: Bitcoin and Traditional Finance in 2024 w/ Jim Crider (Bitcoin Podcast)
TIP619: The Cable Cowboy: John Malone w/ Kyle Grieve
TIP618: Stig's Portfolio Performance since 2014 w/ Stig Brodersen & Clay Finck
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast
Money Tree Investing
The Disciplined Investor