IN THIS EPISODE, YOU’LL LEARN:

• How Bill Miller thinks about the Trade War and the implications for the stock investor
• How Bill Miller are sizing his equity positions
• Why Bill Miller is fully invested in stocks right now
• Why the traditional value investing approach has been broken since the 1990s
• Ask The Investors: How can value investors use momentum strategies?

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

Preston Pysh  00:02

On today’s show we bring back legendary investor, Bill Miller. Bill holds the record for the most consecutive beats of the S&P 500 Index with 15 years straight out performance when he was managing the Legg Mason Capital Management Value Trust Fund. Today, Bill is the founder of Miller Value Partners and manages over $2 billion. Since 2009, Miller’s flagship Opportunity Trust has produced annualized gains of 20.4% annually after fees. So, without further delay, we bring you, Mr. Bill Miller.

Intro  00:38

You are listening to The Investor’s Podcast, where we study the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected.

Stig Brodersen  00:59

Welcome to  The Investor’s Podcast. Preston, I couldn’t be more excited! We’re so honored to interview legendary investor, Bill Miller, once again here on the show. Bill, welcome to The Investor’s Podcast.

Bill Miller  01:11

Thank you. It’s a great pleasure to be here. Thanks for having me back again.

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BOOKS AND RESOURCES

• Bill Miller’s Investing Website.
• Bill Miller’s Deep Value Strategies.
• Listen to Preston and Stig’s interview with Bill Miller about Apple, Amazon, and Tesla or watch the video.
• Listen to Preston and Stig’s interview with Biller about Stocks, Commodities, and Bitcoin or watch the video.

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