Welcome to the eighth episode of The Better Podcast! We’re your co-hosts CHIN Hui Leong and CHONG Ser Jing. In The Better Podcast, we want you to get better at this game called life, together with us. This podcast is designed to share what we’ve learnt about life, business, investing, and so much more.
If you prefer videos of our conversations, we have a Youtube channel too, which you can find here!
For our eighth episode, we discussed a whole bunch of things, including:
There have been long periods of time where rising interest rates coincide with rising valuations
It’s hard to say what stocks would do when interest rates do rise; 2016-2019 was a period of rising interest rates and stocks did fine
The level and direction of interest rates may have very little to say about future movement of asset price
Stock picks the both of us made between 2016 and 2019 that have done well, even after the recent sharp decline in stock prices
The importance of measuring investment results over a multi-year period for lessons learnt
The interesting concept of constraints that de-constrains, which is related to the idea of interoperability (language itself exemplifies this concept!)
Another interesting concept of observing the present clearly instead of trying to predict the future
An insightful way of listening to your customers
Great stocks don’t make you think
Nothing on this show should be taken as investment advice. It is purely for informational and entertainment purposes only. All opinions expressed in this show by us and our guests are solely our own opinions. We and our guests may hold positions in the financial assets discussed in the show. These holdings are subject to change at any time.
We value your feedback, so let us know your thoughts! Contact us at thebetterpodcaster@gmail.com
Show Notes
Robert Shiller’s database on interest rates, stock prices, and valuations: Link
Dan Rasmussen podcast on the level and direction of interest rates showing little correlation to the movement of asset price : Link
Alex Danco podcast on constraints being de-constraining, and observing the present clearly: Link
Peter Gassner podcast on listening to customers: Link
David Gardner talking about how great stocks don’t make you think: Link
TBP Episode 8