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RWH053: Trouble Ahead w/ Bill Priest

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Manage episode 460611965 series 1394353
Contenu fourni par Stig Brodersen and The Investor's Podcast Network. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Stig Brodersen and The Investor's Podcast Network ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

In this episode, William Green speaks with Barron’s Roundtable member Bill Priest, who is Vice Chairman of TD Wealth and founder, Chairman, and Co-Chief Investment Officer of TD Epoch. Bill is the co-author of several books, including “Winning at Active Management.” Having prospered for six decades in the financial markets, Bill has seen it all. Here, he talks about his core investing principles & why he believes investors are too complacent in the face of mounting risk & fragility.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:50 - How Bill Priest fell in love with the stock market.

40:30 - Why he focuses relentlessly on free cash flow & cost of capital.

41:11 - How he goes about analyzing a business.

48:41 - Why growth stocks may start to struggle.

50:47 - Why he’s worried about the threat of stagflation.

59:16 - How investors can protect themselves from an unknowable future.

1:03:36 - Why AI is unstoppable, not just another bubble.

1:07:35 - Why he’d be “very careful” about investing in China.

1:15:38 - Why you should keep ample cash to ride out difficult times.

1:17:20 - Why his exposure to equities is much lower than usual.

1:21:16 - How to be a successful leader.

1:57:16 - What he’s learned from his daughter about happiness.

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

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

1002 episodes

Artwork
iconPartager
 
Manage episode 460611965 series 1394353
Contenu fourni par Stig Brodersen and The Investor's Podcast Network. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Stig Brodersen and The Investor's Podcast Network ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

In this episode, William Green speaks with Barron’s Roundtable member Bill Priest, who is Vice Chairman of TD Wealth and founder, Chairman, and Co-Chief Investment Officer of TD Epoch. Bill is the co-author of several books, including “Winning at Active Management.” Having prospered for six decades in the financial markets, Bill has seen it all. Here, he talks about his core investing principles & why he believes investors are too complacent in the face of mounting risk & fragility.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:50 - How Bill Priest fell in love with the stock market.

40:30 - Why he focuses relentlessly on free cash flow & cost of capital.

41:11 - How he goes about analyzing a business.

48:41 - Why growth stocks may start to struggle.

50:47 - Why he’s worried about the threat of stagflation.

59:16 - How investors can protect themselves from an unknowable future.

1:03:36 - Why AI is unstoppable, not just another bubble.

1:07:35 - Why he’d be “very careful” about investing in China.

1:15:38 - Why you should keep ample cash to ride out difficult times.

1:17:20 - Why his exposure to equities is much lower than usual.

1:21:16 - How to be a successful leader.

1:57:16 - What he’s learned from his daughter about happiness.

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

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

1002 episodes

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