Investing with Discipline: Seeking Opportunities in Challenging Markets

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Published 2024-01-27

We dive into the real risks facing the markets with global value investor Matthew McLennan. As markets climb a wall of worry, McLennan shares his insights on protecting yourself from inevitable declines and sticking to a disciplined investment approach. We explore the key concerns and opportunities in the financial landscape. Stay tuned for valuable insights from McLennan, Co-Head of the global value team at First Eagle Investments, discusses the multiple risks facing “complacent” markets and his strategies to navigate them.

00:00 Hello
00:50 Introduction
02:34 Interview with Matthew McLennan
21:07 One Investment
24:25 Action Point

WEALTHTRACK Episode 2031 originally broadcast on January 26, 2023,

#GlobalValueInvesting #MarketRisks #InvestmentDiscipline #FindingOpportunities #FinancialWisdom

All Comments (19)

@WhiteCloud746 5 months ago

Matthew McLennan is a real pro and a worthy successor to Jean-Marie Eveillard. First Eagle has a great team.
@davidfolts5893 5 months ago

Thanks for all your great content!
@gabrielenicolini5988 5 months ago

Very inspiring interview. Thank you!
@briankraemer8139 5 months ago

Consuelo, you are a gem. Every time I watch your program, I am so impressed with your knowledge, kindness, good humor, and just all over nice person quality. I home you enjoy it as much as we enjoy you.
@Roan-xj1mg 5 months ago

Love Consuelo and the guests she gets
@jaymcconnell3840 3 months ago

Thanks!
@jaymcconnell3840 3 months ago

Thank you!
@JONINOTORUS 5 months ago

Very insightful interview. Great guest.
@mourad_weider 5 months ago

more value investors plz
@doctorsofficecafe 5 months ago

What was/is the name of the Japanese company? Thanks
@repriser9876 5 months ago

Excellent views. This is a more fair market view, not a sales view. He AI view or gold is much more realistic than for example, Kathy's innovative funds.
@deannahouston8801 5 months ago

Consuelo and her guests provide such good balance! They have helped me tremendously since I started watching in 2016.
@PJBHolden 5 months ago

As John Bogle said “ nobody knows nothing “ All these projections mean nothing. Stay invested
@FuzzyChicken29 5 months ago

The 5 year charts on most if not all of the stocks mentioned tell all especially compared to an index fund...Ouch!
@chrisburnett9618 5 months ago

Consuelo, can you please invite Robert Kessler back on the program? In these uncertain times, hearing his sage and prudent perspective would be greatly appreciated.
@lawrencefeldman462 5 months ago

Why own stocks and gold in a high interest environment...? Investment Grade Bonds at 6%. Technology has done well in the last year and is over valued now. So why risk cash in overvalued stocks
@anandp3991 5 months ago

Everything sounded great till he said meta and oracle were ai winners. Just shows that nobody can predict the future.
@royprovins7037 5 months ago

Sounds like the kind of guy that buries gold in his backyard