Investing with Discipline: Seeking Opportunities in Challenging Markets

We dive into the real risks facing the markets with global value investor Matthew McLennan. As markets climb a wall of worry, McLennan shares his insights on protecting yourself from inevitable declines and sticking to a disciplined investment approach. We explore the key concerns and opportunities in the financial landscape. Stay tuned for valuable insights from McLennan, Co-Head of the global value team at First Eagle Investments, discusses the multiple risks facing “complacent” markets and his strategies to navigate them.
00:00 Hello
00:50 Introduction
02:34 Interview with Matthew McLennan
21:07 One Investment
24:25 Action Point
WEALTHTRACK Episode 2031 originally broadcast on January 26, 2023,
#GlobalValueInvesting #MarketRisks #InvestmentDiscipline #FindingOpportunities #FinancialWisdom

[@WhiteCloud746]

Matthew McLennan is a real pro and a worthy successor to Jean-Marie Eveillard. First Eagle has a great team.

[@davidfolts5893]

Thanks for all your great content!

[@jaymcconnell3840]

Thank you!

[@gabrielenicolini5988]

Very inspiring interview. Thank you!

[@jaymcconnell3840]

Thanks!

[@Roan-xj1mg]

Love Consuelo and the guests she gets

[@briankraemer8139]

Consuelo, you are a gem. Every time I watch your program, I am so impressed with your knowledge, kindness, good humor, and just all over nice person quality. I home you enjoy it as much as we enjoy you.

[@mourad_weider]

more value investors plz

[@JONINOTORUS]

Very insightful interview. Great guest.

[@repriser9876]

Excellent views. This is a more fair market view, not a sales view. He AI view or gold is much more realistic than for example, Kathy's innovative funds.

[@doctorsofficecafe]

What was/is the name of the Japanese company? Thanks

[@deannahouston8801]

Consuelo and her guests provide such good balance! They have helped me tremendously since I started watching in 2016.

[@FuzzyChicken29]

The 5 year charts on most if not all of the stocks mentioned tell all especially compared to an index fund...Ouch!

[@ggttuuxx]

If investing was about looking at the past, you would have been invited as a guest instead of him.

[@PJBHolden]

As John Bogle said “ nobody knows nothing “ All these projections mean nothing. Stay invested

[@chrisburnett9618]

Consuelo, can you please invite Robert Kessler back on the program? In these uncertain times, hearing his sage and prudent perspective would be greatly appreciated.

[@ggttuuxx]

Let me guess what Robert Kessler would say.... Well, you can just play a tape of what he's been saying for the past 40 years. McLennan just told you why fewer parties will buy TSYs.

[@lawrencefeldman462]

Why own stocks and gold in a high interest environment...? Investment Grade Bonds at 6%. Technology has done well in the last year and is over valued now. So why risk cash in overvalued stocks

[@anandp3991]

Everything sounded great till he said meta and oracle were ai winners. Just shows that nobody can predict the future.

[@royprovins7037]

Sounds like the kind of guy that buries gold in his backyard