How to Make Money During Times of Fear: Profit From Maximum Pessimism w/ Lauren Templeton (TIP612)
HTML-код
- Опубликовано: 1 мар 2024
- Kyle talks to Lauren Templeton about investing and life lessons she learned from Sir John Templeton. They discuss using the scientific method in investing, avoiding biases, learning from history, and using multiple evaluation tools. They also talk about pessimistic sectors that could become future winners.
Lauren C. Templeton founded Templeton & Phillips Capital Management and is its CEO. She is also on the board of directors for publicly traded companies like Fairfax Financial Holdings, Fairfax India Holdings, and Canadian Solar. She worked for Morgan Stanley, Homrich Berg, and New Providence Advisors before forming her company in 2001. Lauren co-authored the bestselling book 'Investing the Templeton Way' about her great uncle, Sir John Templeton.
IN THIS EPISODE YOU’LL LEARN:
0:04:13
- Why we should combat “home bias”
- How Lauren fights confirmation bias
0:07:02
- How savings rates have changed with the times
0:07:38
- Why high savings rates are so important for new opportunities
0:08:38
- The hurdles you need to overcome for investing in Japan
0:10:12
- The importance of looking at unpopular sectors
0:10:42
- Why you should look at sectors with bad outlooks
- Why you should understand maximum pessimism and how it creates opportunities
0:11:42
- Why maximum optimism is a risky place to deploy capital
0:12:16
- How Sir John Templeton offset value traps using his strategy
0:13:39
- What Sir John Templeton thought about quality
0:13:50
- Why you should use multiple evaluation tools in your analysis
0:18:59
- How Lauren created her life to stay disciplined
- The importance of living a disciplined lifestyle to improve yourself
0:20:30
- How to utilize the scientific method in investing
0:26:17
- The strengths of lowering how reactive you are
0:27:12
- The importance of removing yourself from the crowd
0:29:32
- How Lauren has used inversion to help her investing strategy
0:41:55
- How Lauren has decreased the effects of FOMO
0:42:18
- How Lauren’s investing strategy has altered given the current macro backdrop
0:45:21
- Why Lauren sees an opportunity in small caps right now
- The historical returns in small caps after having the valuation gap we are seeing today
0:32:23
- The importance of alignment between your daily life and investing philosophy
🤝 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members: theinvestorspodcast.com/maste...
💬 Be a better you in 2024 by learning a new language. Get 50% off on a one-time payment for a lifetime Babbel subscription today. babbel.com/wsb
📈 Learn to invest like legend investors do - from the company that has interviewed them. Use RUclips15 to get 15% off! theinvestorspodcast.podia.com...
💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: www.theinvestorspodcast.com/s...
▶️ RELATED EPISODES:
- Contrarian Investing & Sir John Templeton w/ Scott Phillips: • Contrarian Investing &...
- Sir John Templeton w/ Lauren Templeton: • Sir John Templeton w/ ...
- Fooled by Randomness by Nassim Nicholas Taleb | How to Handle Uncertainty in Markets & Life: • Fooled by Randomness b...
🎧 Listen to our episodes here: link.chtbl.com/TIP-WSB
🖊️ Access the transcript and learn more about the guest here: www.theinvestorspodcast.com/e...
📖 BOOK MENTIONED:
- The Templeton Way by Lauren Templeton: amzn.to/48BcNiJ
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀
💡 OTHER RESOURCES
- Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future - Use our link here for a 14-day free trial: www.sahg6dtr.com/59QC8Z/R74QP/
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
ABOUT OUR SHOW 🎙
On We Study Billionaires, we interview and study famous financial billionaires, including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.
🌍 Website: www.theinvestorspodcast.com/w...
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
📚OUR FREE INVESTING COURSES/RESOURCES www.theinvestorspodcast.com/t...
📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE www.theinvestorspodcast.com/t...
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions, consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
📌 Check out this video next: ruclips.net/video/hvgQaH2pA3Q/видео.html
⚠ IMPORTANT: Please beware of cyber scams and phishing attacks. We will never ask for your contact info in the comments section. Kindly report suspicious accounts you see below. Thank you!
Lauren is a very well spoken, thoughtful and charismatic guest. Thank you for this interview.
Thank you for the kind words! 🙌
Met John Templeton in 1995 at a templeton Seminar. Had my Picture taken with him and still have it. 3 people I wanted to meet and he was one of them. Very mild, beautiful Godly man. Learned alot from him
Thank you for sharing! 🙏
👍Buy when max pessimism. Sell when max euphoric optimism.
Thanks for watching! 🙌
Always great to hear more from Lauren. Thanks for the interview~
Thank you for the kind words! 🙏
Totally agree on the maximum pessimism on China stocks. Time to get in.
please continue your podcast Lauren!
Thanks for tuning in! 💯
Kyle asked great questions. Thanks Kyle.
Thanks so much for tuning in! 💯
Fantastic interview. Really enjoyed it!
So happy to hear that! 🙌
love that opening quote!
Much appreciated! ❤
Lauren is the best!
Thank you so much for watching! 💯
Amazing interview by one of the best investors out there. The family principles are all there, thank you Mrs. Templeton!
I loved what she shared at the very end, that shows how many opportunities are in places where most investors flee away from. And that is precisely China at the moment!
So happy to hear that! 💡
Exactly. It's funny... people always quote that "be greedy when others are fearful"... but when that time comes - people are too fearful to cease the opportunity.
I love listening to Lauren, as well as being so smart she just sounds so damn mellow, how you could you get scared and sell your stocks early when Lauren is talking
Glad you enjoyed the video! 🙏
Lauren what do u think about south America market...We can see last few year Black Rock, Gp Morgan are puting big money in brazil.....what do u think.....!!
Yeap, always consider time specific adjustment. Otherwise will be left with the proverbial abacus and CRT TV in the CPI basket.
53:39 China? Russia is like “hold my beer. “
The question becomes how do you save to buy during bull markets when the gains are on the table? & obviously selling for loss to buy another position that looks good isn’t smart…. So what is the answer besides always holding cash or having access to cash from credit lines
Stocks will outperform bonds in the long run during periods of high inflation.
She can read
😊🙏👍
The protections in place today, including the FED and Economic Stimulus are only in place today because of the 1929 Great Depression, and the government attempts to prevent the same thing from happening again in the US.
Is she looking at Turkey yet, still lots of pessimism
Time to sell, markets in self defying ai euphoria
Says the one who’s been in cash during one of the best bull runs in history.
Also, if you can’t see the skepticism, that’s still out there then you’re not looking.
I would be in agreement if it werent for the earnings and cashflows that are showing up. But when those growth numbers slow down then itll will feel bubbly.
China is cheap, too cheap. So we should invest?
It is cheap, but high risk due to the CCP's ability to interfere and legitimacy of data or rather lack thereof. You can invest you just need to have a way to confirm the integrity of the data.
@@tadakimasu there is no way to confirm their data. It's an unreliable and high Geo-risk country to invest.
@@Allen_Leigh_Canada ......China is a dangerous country. As an Indian we know it too well. India is a stable democracy and a market with good, clean companies like Tata, Godrej, Hdfc, ITC. A much better bet compared to China
Buffett "never risk a permanent loss of capital"
China suddenly made companies in the education sector not for profit.
Where will the Maoists strike next?
I'd rather pay a premium for non communist countries.
Did Templeton pay his fair share of taxes? Cause if he didn't we can ignore him.
Great insights, thanks, but please quit with the "Sir" John.
A couple thousand... 😂
Absolutely no reason to invest in China
Only that it's the world's biggest market, manufacturing, trade & technological leader. Plus the stocks are grossly undervalued. So yes, besides that there's absolutely no reason. : )