In today's episode, Preston and Stig speak to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q1 2021. Together, they sit down and talk about where they see value in the financial markets.They try and shoot holes in each other's stock picks and help each other as much as possible. It's a fun conversation that shows how they currently think about investing in these extraordinary times.&nbsp; IN THIS EPISODE, YOU'LL LEARN:<ul><li>Whether equities can be a temporary placeholder for cash</li><li>How to invest long/short in value stocks&nbsp;</li><li>Which return can you expect if you invest in Brookfield Asset Management?&nbsp;</li><li>Why ARK Fintech Innovation is still a buy despite a more year return above 100%</li></ul> BOOKS AND RESOURCES<ul><li>Mastermind Discussion <a href="https://www.theinvestorspodcast.com/episodes/tip323-mastermind-discussion-4q-2020/" rel="noopener noreferrer" target="_blank">Q4 2020</a>.</li><li>Preston and Stig’s interview with Jeff Booth about his book, <a href="https://www.theinvestorspodcast.com/episodes/jeff-booth-the-price-of-tomorrow-podcast/" rel="noopener noreferrer" target="_blank">The Price of Tomorrow</a>.</li><li>Our interview with <a href="https://www.theinvestorspodcast.com/episodes/tip334-disruptive-innovation-w-cathie-wood/" rel="noopener noreferrer" target="_blank">Cathie Wood</a>.</li><li><a href="https://www.reddit.com/r/stocks/comments/k9vg7v/ray_dalios_bridgewater_associates_founder/" rel="noopener noreferrer" target="_blank">Ray Dalio’s argument</a> of why stocks could be trading at 50x earnings.</li><li>Wes Gray’s research on <a href="https://www.theinvestorspodcast.com/blog/value-investing-vs-momentum-investing/" rel="noopener noreferrer" target="_blank">momentum and value performance</a>.</li><li>Preston and Stig’s tool for stock selection and determining the correlation of all US stocks and ETFs, <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank">TIP Finance</a>.</li><li>Preston and Stig’s FREE resource, <a href="https://www.theinvestorspodcast.com/intrinsic-value-index/" rel="noopener noreferrer" target="_blank">Intrinsic Value Index</a>.</li><li>Subscribe to Preston and Stig’s <a href="https://www.theinvestorspodcast.com/email-list/" rel="noopener noreferrer" target="_blank">FREE Intrinsic Value Assessments</a>.</li><li>Tobias Carlisle’s podcast,&nbsp;<a href="https://acquirersmultiple.com/podcast/" rel="noopener noreferrer" target="_blank">The Acquirers Podcast</a>.</li><li>Tobias Carlisle’s ETF, <a href="https://www.acquirersfund.com/" rel="noopener noreferrer" target="_blank">ZIG</a>.</li><li>Tobias Carlisle’s ETF, <a href="https://www.etf.com/DEEP" rel="noopener noreferrer" target="_blank">Deep</a>.</li><li>Tobias Carlisle’s book, <a href="https://www.amazon.com/gp/product/0692928855?ie=UTF8" rel="noopener noreferrer" target="_blank">The Acquirer's Multiple</a> – read reviews of this book.</li><li>Tobias Carlisle’s Acquirer’s Multiple stock screener:&nbsp;<a href="https://acquirersmultiple.com/?ref=5&amp;campaign=TheInvestor%27sPodcast" rel="noopener noreferrer" target="_blank">AcquirersMultiple.com</a>.</li><li>Hari’s Blog:&nbsp;<a href="https://twitter.com/harirama" rel="noopener noreferrer" target="_blank">BitsBusiness.com</a>.</li><li>Get a FREE book on how to systematically identify and follow market trends with&nbsp;<a href="https://toptradersunplugged.com/tip" rel="noopener noreferrer" target="_blank">Top Traders Unplugged</a>.&nbsp;</li><li>Elevate your writing with 20% off&nbsp;<a href="https://www.grammarly.com/tip" rel="noopener noreferrer" target="_blank">Grammarly</a>&nbsp;Premium.</li><li>Automate your money with&nbsp;<a href="https://theinvestorspodcast.com/M1" rel="noopener noreferrer" target="_blank">M1 Finance</a>. Get $30 when you sign up for free today.&nbsp;</li><li>Give yourself an upgrade with&nbsp;<a href="https://www.theinvestorspodcast.com/helixsleep" rel="noopener noreferrer" target="_blank">Helix Sleep</a>'s perfect mattress for you. Get $200 off all mattress orders and 2 free pillows.</li><li>Have everything you need to grow online with&nbsp;<a href="http://www.squarespace.com/WSB" rel="noopener noreferrer" target="_blank">Squarespace</a>. Use code WSB to save 10% off your first website or domain purchase.</li><li>Create automated investment portfolios of diversified, low-cost index funds with&nbsp;<a href="http://www.wealthfront.com/WSB" rel="noopener noreferrer" target="_blank">Wealthfront</a>. Get your first $5,000 managed for FREE, for life.</li><li>Push your team to do their best work with&nbsp;<a href="https://monday.com/" rel="noopener noreferrer" target="_blank">Monday.com</a>&nbsp;Work OS. Start your&nbsp;free two-week trial today.</li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer" target="_blank">here</a>.</li><li>Support our free podcast by supporting our&nbsp;<a href="https://www.theinvestorspodcast.com/sponsors/" rel="noopener noreferrer" target="_blank">sponsors</a>.</li></ul> GET IN TOUCH WITH HARI AND TOBIAS<ul><li>Hari: <a href="https://twitter.com/harirama" rel="noopener noreferrer" target="_blank">Twitter</a></li><li>Tobias: <a href="https://twitter.com/Greenbackd" rel="noopener noreferrer" target="_blank">Twitter</a></li></ul> GET IN TOUCH WITH STIG AND PRESTON<ul><li>Stig:&nbsp;<a href="https://twitter.com/stig_brodersen" rel="noopener noreferrer" target="_blank">Twitter</a>&nbsp;|&nbsp;<a href="https://www.linkedin.com/in/stigbrodersen" rel="noopener noreferrer" target="_blank">LinkedIn</a></li><li>Preston:&nbsp;<a href="https://twitter.com/prestonpysh" rel="noopener noreferrer" target="_blank">Twitter</a>&nbsp;|&nbsp;<a href="https://www.linkedin.com/in/prestonpysh/" rel="noopener noreferrer" target="_blank">LinkedIn</a></li></ul> HELP US OUT!What do you love about our podcast? Here’s our guide on how you can leave a <a href="http://www.theinvestorspodcast.com/WSB-Rating-and-Review-Guide" rel="noopener noreferrer" target="_blank">rating and review</a> for the show. We always enjoy reading your comments and feedback

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TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra

The Investor's Podcast Network