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EssentialThe Essential Conversation

The Long Game of Value Investing: Your Portfolio Shouldn't Scare You

Featuring Dan Ferris and Rick Rule

Dec 15, 2021 • 57 minutes

165

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Essential

The Essential Conversation

The Long Game of Value Investing: Your Portfolio Shouldn't Scare You

In a discussion that ranges from cigar butts to economic moats, Rick Rule argues boring is good for investments.

Featuring Dan Ferris and Rick Rule

Dec 15, 2021 • 57 minutes

Is Costco an unheralded powerhouse? Should your portfolio bore you and not keep you up at night? In a world of rising risks and volatile cryptocurrencies, Rick Rule and Dan Ferris reflect on taking the patient approach to investing. The value investing advocates explain their approach to identifying potentially fruitful trades. Rule reflects on some of the wins, losses, and “scar tissue” he’s accumulated in nearly a half-century career. “Now I’ve got less time on earth, I’ve become much more patient,” muses Rule. Finally, Ferris gives viewers a peek inside his current portfolio. Recorded on December 13, 2021. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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