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The Investing with Tom Podcast
Tom Botica
46 episodes
2 days ago
Tune in for thoughtful investing and personal finance content. Tom is a mid-20's investor based in New Zealand, following the long-term investment principles laid out by titans of the investing world such as Warren Buffett, Charlie Munger, Ben Graham and Mohnish Pabrai. Expect to hear from Tom and a wide range of guests on all things stock market investing. Enjoy!
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All content for The Investing with Tom Podcast is the property of Tom Botica and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Tune in for thoughtful investing and personal finance content. Tom is a mid-20's investor based in New Zealand, following the long-term investment principles laid out by titans of the investing world such as Warren Buffett, Charlie Munger, Ben Graham and Mohnish Pabrai. Expect to hear from Tom and a wide range of guests on all things stock market investing. Enjoy!
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Investing
Business
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#35 - The Big Inflation Short w/ Mitch & Kass Dol
The Investing with Tom Podcast
1 hour 16 minutes 31 seconds
3 years ago
#35 - The Big Inflation Short w/ Mitch & Kass Dol

Mitch & Kass Dol return to the podcast to give us an update on their treasury bond short. This inflation hedge has so far paid off handsomely!

Enjoy :)

Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/

Check out more from Mitch & Kass:
Twitter (Mitch) - https://twitter.com/mitch_dol
Twitter (Kass) - https://twitter.com/kassia_dol
Podcast - https://rss.com/podcasts/buffetting/

More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting

Time Stamps:
0:00 - Intro
2:31 - The big inflation short
6:34 - Bond short & interest rates update
14:31 - Where to next?
27:40 - Managing huge volatility
39:15 - Ignoring market commentary
41:45 - Cash flow matters
46:50 - Investing large sums together
53:27 - Final thoughts on inflation
1:00:25 - Ayr Wellness Stock
1:14:31 - Check out more from Mitch and Kass!

Contact:
E-mail: investingwithtom@gmail.com

Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision

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The Investing with Tom Podcast
Tune in for thoughtful investing and personal finance content. Tom is a mid-20's investor based in New Zealand, following the long-term investment principles laid out by titans of the investing world such as Warren Buffett, Charlie Munger, Ben Graham and Mohnish Pabrai. Expect to hear from Tom and a wide range of guests on all things stock market investing. Enjoy!