Value Hive Podcast

Mr. Neutral Man: Rock Quarries, Hedging, and Lessons From The GFC


Listen Later

Hey Guys! Continuing our theme of interviewing anonymous accounts, this week’s guest is @Mr_Neutral_Man. Our conversation focus on Real Estate investing in the Public Markets. He shared with us what are his dream investments, crazy stories about doing on the ground research, what was like to live and invest during the GFC, what is his hedging protocol, why inflation will be more persistent and why we might never see mortgage rates sub 3%.

Check out the time stamp below: 

  • [0:00] Mr. Neutral Investment Thesis.
  • [8:00] Housing for the Retail Investor.
  • [13:00] Mortgage Rates: The Three Cap.
  • [19:00] Doing on the Ground Research.
  • [30:00] Living and Investing through the GFC.
  • [47:00] The Fixed Income Collapse
  • [58:00] Investing in Corporate Debt
  • [1:10:00] Mr. Neutral’s hedging protocol.
  • [1:37:00] Inflation will be more persistent.
  • [1:46:00] More from Mr. Neutral and Closing Questions
  • Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.

    ...more
    View all episodesView all episodes
    Download on the App Store

    Value Hive PodcastBy Brandon Beylo

    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    84 ratings


    More shows like Value Hive Podcast

    View all
    Top Traders Unplugged by Niels Kaastrup-Larsen

    Top Traders Unplugged

    574 Listeners

    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,054 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    922 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    814 Listeners

    Chit Chat Stocks by Chit Chat Stocks

    Chit Chat Stocks

    171 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    364 Listeners

    The Acquirers Podcast by Tobias Carlisle

    The Acquirers Podcast

    301 Listeners

    Value Investing with Legends by Columbia Business School

    Value Investing with Legends

    195 Listeners

    Excess Returns by Excess Returns

    Excess Returns

    69 Listeners

    Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

    Macro Hive Conversations With Bilal Hafeez

    98 Listeners

    Yet Another Value Podcast by Andrew Walker

    Yet Another Value Podcast

    99 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    339 Listeners

    Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

    Behind the Balance Sheet

    43 Listeners

    Forward Guidance by Blockworks

    Forward Guidance

    279 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    100 Listeners