Episode Details

Bill Ackman Interview: In a very recent interview, superinvestor and fund manager Bill Ackman, speaking about buying stocks in the current bear market, said “I think today is a pretty good time. It’s a pretty good point of entry”. In this episode, I delve into this and other important things Ackman said about investing today, including information on his current investing strategy and focus, his approach to stock picking, and his outlook on the macro economy. Timestamps: 00:04 Ackman: Today is a pretty good time to buy 00:41 Ackman’s investing strategy 01:14 Impact of rising interest rates and inflation 02:52 Pricing power rules 04:21 Probability of coming recession 04:32 Opportunistic macro investing 05:02 Is Bill Ackman buying yet? 07:54 Super-high quality rules 08:31 Recent Ackman portfolio activity 09:27 Keeping cash in reserve 09:42 Is the current market cheap? 10:07 Pershing Square buybacks The Bill Ackman interview clips referenced in this episode can be found on the Interactive Investor YouTube channel: https://www.youtube.com/c/interactiveinvestoruk Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.