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Mastering the Mental Game of Investing
Mastering the Mental Game of Investing

Mastering the Mental Game of Investing

A video series to help you develop the mindset of a successful investor.

Watch the Series

27 Videos

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How Clipper Fund is Benefiting in this Transitioning Market

The end of the easy-money era, why fundamentals matter again and drivers of recent performance

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The Return to Rationality

The bursting of the easy money bubble marks a huge transition for the markets

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Investor Implications of Rising Rates

How the end of the free money era is ending the distortions of the past decade and returning rationality to the markets

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The Easy Money Era – Who Was Helped

The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations

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Companies Who Rode the Easy Money Bubble

Examples of how the low interest bubble era fueled speculation and irrational valuations

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The Easy Money Era – Who Was Hurt

The long period of low interest rates punished companies who were succeeding by traditional measures

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The Bursting of the Speculative Bubble

The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era

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What to Own and Avoid in Today’s Market

In our view, what types of companies should be avoided, and which stand to benefit from the end of the easy money era

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Investment Themes We’re Focusing on Today

Tech, Semis, Financials and other themes we expect to drive returns

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The Opportunity in Semi-Conductors

The huge, long-term tailwinds driving Semiconductor growth

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Navigating Headwinds with Active Management

The ever-expanding margins and valuations of the past decade are unlikely to be sustained

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Evolution of the Economy is Creating Unique Opportunities

Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels

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Finding Value Stocks in a Market Dominated by the Magnificent Seven

Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints

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Why We Believe Select Banks are Undervalued Today

Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.

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How Investors Should Prepare for the End of the “Easy Money” Era

As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?

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Volatility is the Price of Admission for Long-Term Returns

To benefit from the wealth-building potential of equities, investors need to understand that pullbacks and drama will be an inevitable part of the journey.

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Equities Role During Periods of Inflation

How inflation quietly eats away at the purchasing power of consumers and how Equities – while volatile in the short term – can help investors build long-term wealth faster than inflation can degrade it

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“Fragile Value” & “Speculative Growth” Areas to Avoid

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

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Recession Potential and Impact on Portfolio Positioning

Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.

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The Incredible Value Advisors Can Add During Volatile Markets

How the guidance of a financial advisor can help investors successfully build wealth as they navigate inevitable market volatility.

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Why Successful Investors Keep Emotions in Check

How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.

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Why Investors Should Disregard Short-Term Forecasts

Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.

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Recognize that Market Declines are Inevitable

10% market corrections happen once a year on average. Don’t allow these inevitable pullbacks to sway you from your investment plan.

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Correlation Does Not Equal Causation

The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.

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You Always Sound Smarter when You’re Bearish

The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.

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How Inflation Impacts Portfolio Positioning

The types of companies that may continue to thrive if inflation increases.

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Tuning out the Tweets

The most important lessons on successfully compounding wealth from our 50 years in the equity markets