TIP193: Jonathan Tepper on Buffett, Inflation, and Growth (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network - A podcast by The Investor's Podcast Network
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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