TIP341: Investing Mastermind Q1 2021 w/ Toby Carlisle, Wes Gray, and Jake Taylor

For this week’s Mastermind discussion Stig has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They’re discussing why it’s too simplistic to argue that low-interest rates are pushing up stock prices and much more.  IN THIS EPISODE, YOU'LL LEARN: How and why Cathie Wood and ARK ETFs are moving the stock market  How to utilize 13 forms in your investment strategy  How exposed should you be to equities in the current market conditions?  Is the Schiller P/E valid as a measure of market valuation?  Why it’s too simplistic to say that low-interest rates are good for stocks  BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Tobias Carlisle’s podcast, The Acquirer's Podcast Tobias Carlisle’s Acquirer's Fund 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 Check out the current Schiller P/E Jake Taylor’s company, Farnam Street Investments. Tweet directly to Jake Taylor. 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: River Toyota Sun Life The Bitcoin Way Meyka Sound Advisory Industrious Range Rover iFlex Stretch Studios Briggs & Riley Public American Express USPS Shopify GET IN TOUCH WITH TREY AND STIG Trey: Twitter | LinkedIn Stig: Twitter | LinkedIn 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! 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