Video Filters

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

31 Videos

Video

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

Video

The Return to Rationality

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

Video

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

Video

The Easy Money Era – Who Was Helped

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

Video

Companies Who Rode the Easy Money Bubble

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

Video

The Easy Money Era – Who Was Hurt

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

Video

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

Video

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

Video

Investment Themes We’re Focusing on Today

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

Video

The Opportunity in Semi-Conductors

The huge, long-term tailwinds driving Semiconductor growth

Video

Navigating Headwinds with Active Management

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

Video

Evolution of the Economy is Creating Unique Opportunities

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

Video

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

Video

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.

Video

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?

Video

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.

Video

The Mindset Required to Navigate Crises and Uncertainty

The danger of following the “experts” who try to predict the markets. Wealth compounds by remaining steadfast through inevitable adversity, not by trading in-and-out based on what is inherently unpredictable.

Video

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

Video

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

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

Video

The Opportunity in e-Commerce, Healthcare Services & Workhorse Technology

Four areas we are finding opportunities now among resilient, cash-generative companies with attractive growth profiles and surprisingly low multiples

Video

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.

Video

Where Should Investors Hide in Today’s Market

High quality, resilient, cash-generating businesses bought at attractive prices may be the place to be if you are concerned with protecting long term purchasing power in a period of higher inflation

Video

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.

Video

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.

Video

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.

Video

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.

Video

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.

Video

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.

Video

How Inflation Impacts Portfolio Positioning

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

Video

Navigating Today's Uncertain Market:
Opportunities, Risks & Keeping Emotions in Check

Chris Davis on the all-important investing question, “When I look back two years from now, what will I be wishing I had done today?”

Video

Tuning out the Tweets

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