Timothy Sumer

💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: 🎧 Listen to our episodes here: Clay brings back Tavi Costa to chat about the beginning of a commodity supercycle. Tavi gives a masterclass in why we are just in the beginning phases of a bull market for gold, silver, and hard assets like commodities.  ▶️ RELATED EPISODES: - How to Make Life-Changing Returns in Commodities, Cyclicals, & Spinoffs | Gautam Baid: IN THIS EPISODE YOU’LL LEARN: - Why Tavi believes we’re just at the beginning phases of a bull market for gold, silver, and hard assets like commodities. - What the 4 pillars of inflation are, and why they all point to structurally higher inflation going forward. - When the next wave of inflation may strike. - Why the S&P 500’s earnings are likely to roll over and decline in the near term. - Why yield curve inversions are bullish for gold relative to equities. - Why foreign countries are selling US treasuries

In this week’s episode, Preston and Stig interview investing legend, Bill Miller. Bill has managed more than 75 billion dollars and has achieved some of the biggest titles in finance. He's the former Chairman and Chief Investment Officer for Legg Mason Capital Management. Bill talks to Preston and Stig about the current market conditions, how he thinks about determining the value of a company, among many other topics. Be sure to tune-in and hear his thoughts on big companies like Apple, Amazon, Tesla, and much more. IN THIS EPISODE, YOU’LL LEARN: - Why Bill thinks some value investors miscalculate the value of Amazon. - Why billionaire macro investors think that bond yields might go to 6% in 12-24 months. - If the Enterprise Multiple is the best key ratio to filter stocks by. - Why Bill thinks Apple was a bad capital allocator and how they have improved since. - How Bill views the value of Tesla at the end of 2016. Subscribe to the We Study Billionaires podcast show: