Investing in What You Know Has Changed


Nowadays The MarketBeat Podcast, host Kate Stalter talks with Mike Davis, founding partner of Olive Tree Ridge, a multi-strategy asset management firm. Prior to that, Mike was a successful technology serial entrepreneur, having started over 13 startups. He brings this varied perspective to our discussion of today’s market, sharing what investors can learn from studying the past, as well as offering some insight into asset classes with future potential.
-Why Mike believes investors will benefit from “watching the tape” and learning from market and economic history
-How did different economies do in the last meteorological periods of high inflation?
-Why conditions in even smaller economies like Ukraine affect the global market
-How does Mike’s experience as an immigrant influence his vision of overcoming periods of high inflation
-How to view asset classes according to your time horizon, risk appetite and your own understanding of the different instruments
-Why Mike recommends dollar cost averaging names you know
-Why Mike’s version of “buy what you know” might be different from the traditional way you’ve heard this advice
-Why Mike held three stocks for years and continued to invest because he understood the business and had conviction in its potential
-How to understand how to navigate the complexities of a given trade, based on your view of the markets
-Why commodities, such as energy and grains, will continue to be in demand, regardless of technological developments
-Why does Mike see potential in the housing sector, given the challenges that exist right now?
How to contact Mike:
mike@olivetreeridge.com
LinkedIn: https://www.linkedin.com/in/davismichaelp/
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