TIP794: Keynes And The Markets w/ Kyle Grieve
0:00
1:01:14
Kyle discusses the investing evolution of John Maynard Keynes and the timeless lessons modern investors can draw from his successes and failures.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:03:50 - Why John Maynard Keynes is such a fascinating case study in evolving as an investor
00:08:28 - A key resource that helped him think of assets from a bottom-up approach
00:10:59 - Why Keynes's experiences of going broke multiple times helped shape him into a long-term thinker
00:17:13 - How he thought about speculation and investing, and used that to beat the market
00:28:16 - How he improved his temperament, overcame overconfidence, and adopted a long-term mindset
00:36:21 - His thoughts on diversification and reducing risk
00:41:30 - Why he believed that markets were social systems, and the errors that exposed investors to
00:50:25 - What he thought about short-term volatility
01:01:16 - Why Keynes used adaptability as such a powerful tool
01:03:50 - Six impactful takeaways
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Learn how to join us in Omaha for the Berkshire meeting here.
Read Keynes and the Market.
Read Concentrated Investing.
Follow Kyle on X and LinkedIn.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
Check out our We Study Billionaires Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Browse through all our episodes here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
HardBlock
Human Rights Foundation
Vanta
Unchained
Netsuite
Shopify
Fundrise
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
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
Więcej odcinków z kanału "We Study Billionaires - The Investor’s Podcast Network"
Nie przegap odcinka z kanału “We Study Billionaires - The Investor’s Podcast Network”! Subskrybuj bezpłatnie w aplikacji GetPodcast.
