Today’s episode of the Sovereign Man Podcast features non other than Sovereign Man’s Chief Investment Strategist, Tim Staermose, talking about not one but *two *highly successful, targeted investment strategies with proven track records.
If you are a regular Sovereign Confidential or 4th Pillar* reader, then you’re familiar with Tim’s wit, his financial probity, and his impressive stock picking skills. Today, he’ll tell you how he goes about looking at the markets at a time when nearly everything is overpriced.
Also, if you’re curious about Tim’s top recommendation today, you can get more details here…)
A quick general summary of what’s discussed:
Intro – A bit about the markets… what Howard Marks and Warren Buffett think…
2:30 – A bit about Sovereign Man’s Chief Investment Strategist, Tim Staermose, and his track record
3:30 – Why Tim is finding great deals in this “pre-frontier market”
6:30 – What investors can do in today’s market, the mistakes most investors make, and the difference between the macro and the micro investor
9:30 – Tim’s take on “deep value” investing
12:00 – The other strategy Tim has been employing lately
13:00 – The analysis Tim does when deciding how to invest in takeover arbitrage
14:30 – The advantage of investing in markets based on British Common Law
16:00 – Why today is a good time for M&A investing
16:30 – Tim’s take on gold acquisitions – the majors…
18:30 – … and the juniors
19:20 – Where gold prices might go
19:45 — Tim talks about one of his most exciting recent picks
We hope you enjoy and learn from today’s podcast.
