Investing with Discipline: Seeking Opportunities in Challenging Markets
ฝัง
- เผยแพร่เมื่อ 9 มิ.ย. 2024
- We dive into the real risks facing the markets with global value investor Matthew McLennan. As markets climb a wall of worry, McLennan shares his insights on protecting yourself from inevitable declines and sticking to a disciplined investment approach. We explore the key concerns and opportunities in the financial landscape. Stay tuned for valuable insights from McLennan, Co-Head of the global value team at First Eagle Investments, discusses the multiple risks facing “complacent” markets and his strategies to navigate them.
00:00 Hello
00:50 Introduction
02:34 Interview with Matthew McLennan
21:07 One Investment
24:25 Action Point
WEALTHTRACK Episode 2031 originally broadcast on January 26, 2023,
#GlobalValueInvesting #MarketRisks #InvestmentDiscipline #FindingOpportunities #FinancialWisdom
Matthew McLennan is a real pro and a worthy successor to Jean-Marie Eveillard. First Eagle has a great team.
Thanks for all your great content!
Very inspiring interview. Thank you!
Thank you!
Love Consuelo and the guests she gets
Thanks!
Consuelo, you are a gem. Every time I watch your program, I am so impressed with your knowledge, kindness, good humor, and just all over nice person quality. I home you enjoy it as much as we enjoy you.
more value investors plz
Very insightful interview. Great guest.
Excellent views. This is a more fair market view, not a sales view. He AI view or gold is much more realistic than for example, Kathy's innovative funds.
What was/is the name of the Japanese company? Thanks
Consuelo and her guests provide such good balance! They have helped me tremendously since I started watching in 2016.
The 5 year charts on most if not all of the stocks mentioned tell all especially compared to an index fund...Ouch!
If investing was about looking at the past, you would have been invited as a guest instead of him.
As John Bogle said “ nobody knows nothing “ All these projections mean nothing. Stay invested
Consuelo, can you please invite Robert Kessler back on the program? In these uncertain times, hearing his sage and prudent perspective would be greatly appreciated.
Let me guess what Robert Kessler would say.... Well, you can just play a tape of what he's been saying for the past 40 years. McLennan just told you why fewer parties will buy TSYs.
Why own stocks and gold in a high interest environment...? Investment Grade Bonds at 6%. Technology has done well in the last year and is over valued now. So why risk cash in overvalued stocks
Everything sounded great till he said meta and oracle were ai winners. Just shows that nobody can predict the future.
Sounds like the kind of guy that buries gold in his backyard