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TIP193: Jonathan Tepper on Buffett, Inflation, and Growth (Business Podcast)
Episode 193
On today’s show, we interview the NY Times bestselling author Jonathan Tepper. Jonathan is the owner of the macroeconomic research group that provides leading indicators to various asset managers. He is a Rhodes Scholar and a graduate of Oxford University. We talk to Jonathan about Buffett’s approach to investing in concentrated industries along with his thoughts on inflation.
In this episode, you'll learn:
- What the retail investor can learn from Warren Buffett about how to invest in concentrated industries
- Why billionaire Peter Theil argues that monopolies are good for society
- How inflation impacts the investor’s portfolio performance
- Why wages in the US is not going up
- Where we right now in the current market cycle
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Published on 7 years, 6 months ago