Talk Your Book: Growth at a Reasonable Price

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Today’s Talk Your Book is presented by Titan:

Michael and I spoke with Titan’s Clay Gardner about growth stocks and what’s going on in the markets.

We discuss:

  • The pros and cons of the retail trading boom
  • How to educate young people about investing
  • Traditional finance vs. DeFi
  • Adding an allocation of crypto to your portfolio
  • The rule of 40 for growth stocks
  • Quantitative vs. qualitative research for growth portfolios
  • Why are so many growth stocks getting crushed?
  • Managing money through the pandemic
  • Why it’s so difficult to take off your hedges in a bear market
  • Everyone is great at buying but few are great at selling
  • Finding emerging compounders in small and mid cap stocks
  • The importance of admitting your mistakes as an investor
  • The huge opportunity in venture capital and private equity for retail investors

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