Joe Brown - Macro or Micro?

Regardless if I am interviewing Joe Brown or listening to Joe’s pod “Financial Heresy”, the guy never disappoints!

In this interview with Joe Brown I had the opportunity to pick Joe’s brain on some of the issues that have been plaguing me while developing my investment philosophy. Starting with one of the most important questions that an investor will inevitably ask themselves “should I focus on the macro, or the micro”.

In this episode Joe and I discuss,

03:21 Does Joe Brown prefer a top-down (macro) or bottom-up (micro) approach to investing

08:39 Joe Brown’s thoughts on timing the market

17:10 Where/when can we find opportunity in the stock market?

21:50 Portfolio allocation

31:55 When to rebalance

38:06 What Joe Brown has learned while building his YouTube channel

51:23 What we can learn from successful businesses

Thanks for watching/listening!

If you are interested in checking out more of Joe Brown’s content, see the links below.

Courses: https://heresyfinancial.teachable.com/bundles/hfu-membership?affcode=1346710_s4rvzz0q

YouTube: https://www.youtube.com/@HeresyFinancial

Twitter: https://twitter.com/heresyfinancial