Riding the Rebound When Stocks Revive│Chris Bloomstran

Описание: William interviews Chris Bloomstran, President and Chief Investment Officer of Semper Augustus, and a superb investor.

🧭 Topics Covered
• Sir John Templeton's focus on value, not outlook, and how that perspective influences Chris.
• How Chris landed a major job in markets at age 29.
• Lessons from Berkshire Hathaway.

⏱ Timestamps / Chapters
00:00 — Introduction: William explores how leading investor Chris Bloomstran built trust with a mentor who ultimately entrusted him with managing his family fortune—despite Chris being just 29 years old. Chris recalls their first meeting, the deep conversations that forged their friendship, and how shared values around patience, discipline, and skepticism toward market manias shaped his investing philosophy.
06:50 — Why He Named His Firm “Semper Augustus”: Chris explains the story behind his firm’s name—drawn from the most prized tulip of the 1630s bubble. The Semper Augustus symbolizes speculative excess and serves as a warning against irrational markets, fitting for launching his firm during the late-1990s tech mania.
15:03 — Understanding the Market’s “Recovery Bounce” following different historical downturns.
18:00 — Templeton’s Rule: Focus on Value, Not Outlook: Chris and William discuss Sir John Templeton’s advice to focus “not on outlook, but on value”—a principle that defines Chris’s career. Chris explains how studying Berkshire Hathaway and Warren Buffett and dissecting financial statements deepened his belief that price, business quality, and intrinsic value are the only real safeguards against market delusion.
20:00 — His First Big Market Mistake: Chris talks about learning from an early mishap.
Concluding Insights: William and Chris connect historical bubbles to today’s markets, drawing lessons from Charles Mackay’s Extraordinary Popular Delusions and the Madness of Crowds as well as Sir John Templeton’s call to anchor investing in intrinsic value.

✅ Connect with William Green
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• Twitter/X: @WilliamGreen72

⚠️ Disclaimer / Disclosures
This content is for general informational purposes only. Opinions are those of William Green and do not constitute financial, legal, or professional advice. This clip comes from a William Green Richer, Wiser, Happier podcast with Chris Bloomstran conducted in 2023.

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