TIP512: Top Takeaways from 2022 w/ Trey Lockerbie

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

• Trey Lockerbie's Twitter.
• 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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