DiscoverWe Study Billionaires - The Investor’s Podcast NetworkTIP583: Preparing for the Bear Market to Come w/ Gautam Baid
TIP583: Preparing for the Bear Market to Come w/ Gautam Baid

TIP583: Preparing for the Bear Market to Come w/ Gautam Baid

Update: 2023-10-225
Share

Description

Clay Finck is joined by Gautam Baid to discuss his new book, The Making of a Value Investor

Gautam Baid, CFA is the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. Gautam is also the Equity Advisor of Complete Circle Stellar Wealth PMS, a portfolio management service which is available to Indian citizens and NRIs globally. Both funds are modeled after the Buffett Partnership fee structure and invest in listed Indian equities with a long-term, fundamental, and value-oriented approach.


Gautam is author of the international best-seller on value investing, The Joys of Compounding. In 2018 and 2019, he was profiled in Morningstar’s Learn from the Masters series.


IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro.

02:40 - The impetus for Gautam writing a second book.

04:24 -Why journaling is an important practice for value investors.

06:27 - Why judging market sentiment is important and how investors can go about doing so.

13:21 - How Gautam came to the realization that quality of the business should be emphasized.

16:19 - Why a behavioral edge is the most accessible edge to individual investors today.

19:57 - Gautam’s biggest eureka moment in his journaling process.

27:25 -Why we should let our portfolio winners run.

29:31 - How Gautam thinks about liquidity and why Stan Druckenmiller considers it the most important thing in markets.

33:43 - The telltale signs that a bear market is complete.

39:50 - What companies you shouldn’t average down on in a bear market.

47:00 - How quality businesses thrive during a bear market.

48:19 -Why different stocks require differing levels of patience.

50:23 - How we can use the wisdom of markets to our advantage.

54:05 - How Gautam thinks about the Fed’s policies.

59:21 - How investors can best prepare themselves for the next bear market.


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


BOOKS AND RESOURCES


SPONSORS

Support our free podcast by supporting our sponsors:

Learn more about your ad choices. Visit megaphone.fm/adchoices

Comments 
loading
In Channel
loading
Download from Google Play
Download from App Store
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

TIP583: Preparing for the Bear Market to Come w/ Gautam Baid

TIP583: Preparing for the Bear Market to Come w/ Gautam Baid

The Investor's Podcast Network