A New Golden Age for Savvy Stockpickers w/ Bob Robotti (RWH046)
19,225
Publicado 2024-06-22
IN THIS EPISODE, YOU’LL LEARN
00:00:00 - Intro
00:08:48 - How Bob Robotti lucked into the ideal job for an aspiring investor.
00:30:46 - How working for Mario Gabelli was like a one-on-one MBA.
00:36:56 - Why Bob thinks we’re in a new golden age for savvy stockpickers.
00:43:30 - Why he’s betting heavily on a “metamorphosis of the Old Economy.”
00:44:08 - How globalization is evolving as China loses its edge.
00:48:46 - Why energy-intensive US companies have a long-term advantage.
00:56:30 - Why owning the “Magnificent Seven” looks like a risky bet.
00:57:21 - What an era of persistently high inflation means for investors.
01:02:47 - How value investing has changed.
01:18:30 - How Bob is positioned for “the first truly global energy crisis.”
01:38:15 - How his life has been enriched by helping young people.
01:44:18 - What he learned from his wife and father about facing adversity.
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On Richer, Wiser, Happier, William Green interviews high-profile guests such as Howard Marks, Joel Greenblatt, and Ray Dalio. Exploring what they can teach us about how to succeed in markets and life.
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Todos los comentarios (21)
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Honest interview, very knowledgeable, and evident he has a big heart ❤️
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This man is a beautiful soul. Thank you for sharing this one ❤
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Well, just another exceptional interview from Mr. Green
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Great interview with a fascinating man. Thank you.
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More of the RWH recently = more of productively-relaxing weekends 🙂
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What a beautiful lesson on macroeconomics and inflation's impact on different markets!
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Love Robotti one of the greatest to play the game!
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Wow I teared up when he choked up. Amazing interview. Thank you both for the authenticity and for sharing such sage and priceless wisdom. A true gift thank you again
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What a legend! Thank you.
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Self-select consistent moats, via Quality per long-term metrics trends and sustained balance sheets. No ETFs. Only diversify across equities.
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This was a great interview!
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Is this the interview with the story of the lady who passed sway with an amazing stock portfolio and the dividends she received were larger than her cost basis on the companies?
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Resources and Agriculture are the future due to increasing scarcity.
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Great interview thank you. Can you please put these videos on Spotify?
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Cracking conversation
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Wait so did China run out of raw materials compared to the USA?
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I have been value investing since 1967. I have dealt with all the characters he mentioned and more. Due to Nixon cutting off NIH and NSF funds in Mass because nobody here voted for him i abandoned my Biophysics career for value investing. I wrote letters to money managers and market makers followed by phone calls; nobody does that. I learned the most from Ralph Coleman of The OTC Securities Fund.
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Great listen. BUT hard to find a major index he has beaten. Story is great and I like the thesis but pick an industrials etf and 90% likely over 5-10 years you beat his picks.
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❤🤝🤝
