Bob FraserCFO & Macro Strategist | Data-Driven Investing Expert | Speaker & Author

How do you invest and not lose your money?

Name: How do you invest and not lose your money?
Uploaded: 2024-08-15T14:14:11+00:00
Duration: 51 s
Channel: Bob Fraser
Description: In this excerpt, the speakers discuss the importance of being "macro‑aware" when investing—starting with a clear view of the overall economic environment…

15 Aug 2024 · 1 min

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In this excerpt, the speakers discuss the importance of being "macro‑aware" when investing—starting with a clear view of the overall economic environment and then identifying long‑term trends that create opportunities. They argue that investors often need to take contrarian positions because popular opportunities tend to be late‑cycle. The conversation highlights the expectation that inflation will remain elevated, making it difficult for the Federal Reserve to achieve its 2% target, and notes the resulting challenges for real estate investing.

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You and your dad are very focused on seeing the big picture, where the economy is headed. This plays such a big part in whatever you're investing in.
As investors, it's so important to be what I call macro-aware. It's really important to understand what time we're in right now and what's going to work right now. Everything starts at the top first of understanding what's the big picture, and then where are the opportunities that big picture is going to create, and then how do we identify the opportunities that are going to benefit from those long long-term trends in place. One of the challenges is, as investors, a lot of times you have to be somewhat contrarian. If you're investing in the thing that everyone else knows is a good opportunity, that usually means you're pretty late in the cycle. As it touches real estate, inflation is going to be here to stay. It's going to be very difficult to bring inflation to that 2% mark that the Fed wants to hit.