TIP193: Jonathan Tepper on Buffett, Inflation, and Growth (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network - Podcast tekijän mukaan The Investor's Podcast Network
On today’s show, we interview the NY Times bestselling author Jonathan Tepper. Jonathan is the owner of the macroeconomic research group that provides leading indicators to various asset managers. He is a Rhodes Scholar and a graduate of Oxford University. We talk to Jonathan about Buffett’s approach to investing in concentrated industries along with his thoughts on inflation. In this episode, you'll learn: · What the retail investor can learn from Warren Buffett about how to invest in concentrated industries · Why billionaire Peter Theil argues that monopolies are good for society · How inflation impacts the investor’s portfolio performance · Why wages in the US is not going up · Where we right now in the current market cycle Here are the links for discounts from our sponsors: Download your free audio book at Audible Get a free share of stock and free trades at Robinhood Find the best job candidate at Ziprecruiter Know when to buy and sell based on statistics and momentum w/ TradeStops